RM Financial Services, LLC
All 13F Filings
- Location
- Falmouth, ME
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 134,588
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/4/2026 | 79 | 134,588 | 13F-HR | RM Financial Services, LLC |
| Q1 2026 | 5/14/2026 | 75 | 115,954 | 13F-HR | RM Financial Services, LLC |
| Q4 2025 | 2/11/2026 | 76 | 112,681 | 13F-HR | RM Financial Services, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 61.03 K | 45.3% | 10.21 K | 0 | 10.21 K |
| ETFs | 73.56 K | 54.7% | 8.421 K | 0 | 8.421 K |
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Fund Snapshot
Q2 2026
Latest filed
8/4/2026
Total value ($000)
134,588
Holdings
79
QoQ value change ($000)
18,634
(16.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.