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Disclosery

13F-HR/A filed by Red Mountain Financial, LLC

Red Mountain Financial, LLC filed this 13F-HR/A for the quarter ended 2025-06-30, filed 2025-07-22, with 71 holding rows worth $90,076,748.

Accession
0001997650-25-000005
Filer
CIK 1997650
Filed
2025-07-22
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2025

A holdings report, amendment of type restatement, 71 entries on the cover page, a total value of $90,076,748 stated on the cover page (in dollars after the unit check, H1), rows summing to $90,076,748 with VALUE read as dollars as filed, 13F file number 028-24012. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
SCHD808524797COM377,205$9,995,928dollars as filed
JPMORGAN INCOME ETF46641Q159ETF108,927$5,045,517dollars as filed
Berkshire Hathaway Inc084670702COM9,860$4,789,774dollars as filed
Apple Inc037833100COM20,480$4,201,790dollars as filed
FIDELITY MERRIMACK STR TR316188309TOTAL BD ETF87,210$3,989,873dollars as filed
NVIDIA Corp67066G104COM22,790$3,600,648dollars as filed
SCHWAB STRATEGIC TR808524672INTERNL DIVID130,993$3,582,665dollars as filed
Vanguard International Dividend Appreciation ETF921946810SHS39,017$3,516,237dollars as filed
J P MORGAN EXCHANGE TRADED F46641Q647MUNICIPAL ETF68,067$3,378,869dollars as filed
Vanguard Short-Term Bond ETF921937827SHS39,426$3,102,798dollars as filed
iShares Gold Trust464285204COM45,374$2,829,523dollars as filed
Broadcom Inc.11135F101COM8,840$2,436,670dollars as filed
Vanguard FTSE All-World ex-US ETF922042775SHS36,023$2,421,452dollars as filed
J P MORGAN EXCHANGE TRADED F46641Q837ULTRA SHRT ETF37,245$1,887,574dollars as filed
JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF46641Q654ETF35,706$1,818,162dollars as filed
JPMORGAN EQUITY PREMIUM INCOME ETF46641Q332ETF31,798$1,807,690dollars as filed
Vanguard Dividend Appreciation ETF921908844SHS8,254$1,689,383dollars as filed
Costco Wholesale Corporation22160K105COM1,632$1,615,607dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM8,956$1,578,329dollars as filed
SPDR Portfolio S&P 1500 Composite Stock Market ETF78464A805SHS19,342$1,448,496dollars as filed
J P MORGAN EXCHANGE TRADED F46641Q134INTRNL RES EQT19,313$1,366,781dollars as filed
Microsoft Corp594918104COM2,742$1,364,109dollars as filed
Walmart Inc.931142103COM13,692$1,338,756dollars as filed
CORTEVA INC COM22052L104Stock14,755$1,099,721dollars as filed
VANGUARD HEALTH CARE ETF92204A504ETF4,359$1,082,391dollars as filed
SCHWAB STRATEGIC TR808524763FUNDAMENTAL US S34,282$982,170dollars as filed
INVESCO EXCHANGE TRADED FD T46137V332S&P500 EQL HLT32,029$934,604dollars as filed
Lockheed Martin Corporation539830109COM2,016$933,855dollars as filed
DUPONT DE NEMOURS INC COM26614N102Stock12,756$874,926dollars as filed
Vanguard Extended Market ETF922908652SHS4,335$835,493dollars as filed
T ROWE PRICE EXCHANGE-TRADED87283Q883FLOATING RATE16,081$827,070dollars as filed
Schwab US Mid-Cap ETF808524508SHS26,817$752,212dollars as filed
VANGUARD CORE PLUS BOND ETF922020755ETF8,595$668,705dollars as filed
Home Depot, Inc437076102COM1,610$590,164dollars as filed
VTI922908769COM1,771$538,185dollars as filed
VGT92204A702SHS806$534,657dollars as filed
Union Pacific Corporation907818108COM2,253$518,437dollars as filed
KRATOS DEFENSE & SEC SOLUTIO50077B207COM NEW10,300$478,435dollars as filed
SCHWAB STRATEGIC TR808524755FUNDAMENTAL INTL11,260$450,636dollars as filed
Schwab U.S. Large-Cap Growth ETF808524300SHS15,224$444,694dollars as filed
VISTRA CORP COM92840M102Stock2,287$443,243dollars as filed
Vanguard Real Estate922908553SHS4,825$429,750dollars as filed
ETFIS SER TR I26923G806VIRTUS REAVES UT5,489$414,937dollars as filed
Procter & Gamble Co742718109COM2,321$369,808dollars as filed
McDonalds Corporation580135101COM1,218$355,873dollars as filed
Caterpillar Inc.149123101COM916$355,683dollars as filed
Chevron Corporation166764100COM2,400$343,599dollars as filed
EXXON MOBIL CORP30231G102COM3,182$343,028dollars as filed
Merck & Co.,Inc.58933Y105COM3,708$293,535dollars as filed
3M CO COM88579Y101Stock1,893$288,155dollars as filed
ISHARES TR46435G268RUSEL 2500 ETF4,154$281,530dollars as filed
International Business Machines Corporation459200101COM955$281,417dollars as filed
VANECK ETF TRUST92189F643MRNGSTR WDE MOAT2,892$271,195dollars as filed
AT&T Inc00206R102COM9,131$264,239dollars as filed
Pfizer Inc.717081103COM10,823$262,345dollars as filed
PROSHARES TR74348A467S&P 500 DV ARIST2,605$262,278dollars as filed
DOW HLDGS INC COM260557103Stock9,789$259,222dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS405$251,731dollars as filed
SPY78462F103SHS406$250,832dollars as filed
ALLSTATE CORP COM020002101Stock1,183$238,150dollars as filed
Stryker Corporation863667101COM600$237,378dollars as filed
Johnson & Johnson478160104COM1,545$236,063dollars as filed
TOYOTA MOTOR CORP ADS892331307ADR1,364$234,963dollars as filed
Amgen Inc.031162100COM837$233,793dollars as filed
Oracle Corporation68389X105COM1,052$229,929dollars as filed
Deere & Company244199105COM451$229,514dollars as filed
ISHARES TR46432F834COM2,858$220,942dollars as filed
Goldman Sachs Group,Inc.38141G104COM310$219,402dollars as filed
SPDR Portfolio S&P 600 Small Cap ETF78468R853SHS5,128$218,462dollars as filed
Schwab U.S. Broad Market ETF808524102SHS8,454$201,458dollars as filed
PINNACLE WEST CAP CORP723484101COM2,250$201,308dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001997650-25-000003 superseded2025-07-21acceptance time not in the bulk data set
13F-HR/A 0001997650-25-000005this filing2025-07-22acceptance time not in the bulk data set