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Christopher J Barr

Red Mountain Financial, Llc

Assets Managed
$119.195M
Holdings
82
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
12.29%(2Q avg: 8.25%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Red Mountain Financial, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 82 positions.

Assets under management

The assets under management (AUM) of Red Mountain Financial, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 119.195M in assets, with a quarterly growth rate of 12.29% and a 2-quarter average growth rate of 8.25%. The portfolio is managed by Christopher J Barr, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SCHD
Schwab Us Dvd Equity Etf
Recent Activity
Increased 5.46%
10.56%
$12.583M
396,823 shares@ $31.72 avg price
AAPL
Apple Inc
Recent Activity
Increased 1.25%
5.07%
$6.034M
20,853 shares@ $289.37 avg price
JPIE
Jpmorgan Income Etf
Recent Activity
Increased 3.09%
4.69%
$5.586M
121,297 shares@ $46.05 avg price
SCHY
Schwab International Dvd Etf
Recent Activity
Increased 7.91%
4.08%
$4.858M
153,104 shares@ $31.73 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Increased 9.22%
4.06%
$4.837M
9,667 shares@ $500.4 avg price
VPLS
Vanguard Core-plus Bond Etf
Recent Activity
Increased 20.38%
3.65%
$4.341M
55,952 shares@ $77.58 avg price
JMUB
Jpmorgan Municipal Etf
Recent Activity
Increased 14.98%
3.46%
$4.118M
81,300 shares@ $50.66 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -3.2%
3.43%
$4.08M
20,392 shares@ $200.1 avg price
FBND
Fidelity Total Bond Etf
Recent Activity
Increased 3.05%
3.15%
$3.743M
82,282 shares@ $45.49 avg price
VIGI
Vanguard Int Div App Indx Fd
Recent Activity
Increased 2.75%
3.09%
$3.682M
39,428 shares@ $93.39 avg price

1-10 of 82