Red Mountain Financial, LLC ETF holdings
Fort Collins, CO
Reported $83.1M in 50 ETFs in its Form 13F for June 30, 2026.
ETF value
$83.1M
ETFs held
50
Change from prior quarter
+15.1%
With price moves
ETFs as a share of its 13F
69.7%
of $119.2M
Top 10 of 50 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SCHD | Schwab U.S. Dividend Equity ETF | $12.6M | 396,823 | +20,512 shares |
| JPIE | JPMorgan Income ETF | $5.6M | 121,297 | +3,631 shares |
| SCHY | Schwab International Dividend Equity ETF | $4.9M | 153,104 | +11,212 shares |
| VPLS | Vanguard Core-Plus Bond ETF | $4.3M | 55,952 | +9,469 shares |
| JMUB | JPMorgan Municipal ETF | $4.1M | 81,300 | +10,589 shares |
| FBND | Fidelity Total Bond ETF | $3.7M | 82,282 | +2,435 shares |
| VIGI | Vanguard International Dividend Appreciation ETF | $3.7M | 39,428 | +1,053 shares |
| BSV | Vanguard Short-Term Bond ETF | $3.5M | 44,872 | +696 shares |
| JMST | JPMorgan Ultra-Short Municipal Income ETF | $3.0M | 58,443 | +16,224 shares |
| IAU | iShares Gold Trust | $3.0M | 39,432 | −3,900 shares |
40 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001997650. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Red Mountain Financial, LLC own?
Red Mountain Financial, LLC reported 50 ETF positions worth $83.1M in its Form 13F for June 30, 2026. The largest was SCHD, at $12.6M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.