13F Filings History of Red Mountain Financial, LLC

Latest 13F report
Q4 2025 - 26 Jan 2026
Value $
$101,874,446
Signature - Title
Christopher J Barr - President
Location
Fort Collins, CO
Summary
This page shows a list of all the recent 13F filings made by Red Mountain Financial, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Red Mountain Financial, LLC reported 76 stock holdings with total value $101,874,446 as of Q4 2025. Top holdings included SCHD, AAPL, JPIE, BRKB, and NVDA.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 76 $101,874,446 +$5,377,147 -$3,667,022 +$1,710,125 SCHD, AAPL, JPIE, BRKB, NVDA 13F-HR 23 Jan 2026, 18:16
Q3 2025 76 $98,528,193 +$3,669,899 -$1,050,770 +$2,619,129 SCHD, AAPL, JPIE, BRKB, NVDA 13F-HR 14 Oct 2025, 17:25
Q2 2025 71 $90,076,748 +$6,376,066 -$1,666,557 +$4,709,509 SCHD, JPIE, BRKB, AAPL, FBND Restatement 22 Jul 2025, 10:25
Q1 2025 63 $82,045,805 +$2,660,000 -$13,234,088 -$10,574,088 SCHD, BRKB, JPIE, AAPL, FBND 13F-HR 28 Apr 2025, 16:18
Q4 2024 63 $93,005,532 +$11,023,786 -$3,552,978 +$7,470,808 SCHWAB CHARLES FAMILY FD, SCHD, AAPL, JPIE, BRKB 13F-HR 12 Feb 2025, 12:06
Q3 2024 68 $94,046,723 +$9,141,804 -$991,433 +$8,150,371 SCHWAB CHARLES FAMILY FD, SCHD, AAPL, BRKB, JPIE 13F-HR 09 Oct 2024, 11:50
Q2 2024 62 $82,934,214 +$20,565,504 -$3,656,800 +$16,908,704 SCHD, SCHWAB CHARLES FAMILY FD, AAPL, BRKB, JPIE 13F-HR 13 Aug 2024, 12:02
Q4 2023 62 $64,703,365 $0 $0 $0 SCHD, AAPL, BRKB, BSV, JPIE 13F-HR 11 Mar 2024, 13:23