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Red Mountain Financial, LLC
Red Mountain Financial, LLC is an SEC-registered investment advisory firm headquartered in Fort Collins, Colorado. The firm focuses on asset management and investment advisory services, primarily for institutional and individual investors. Founded in Colorado, Red Mountain Financial manages a diversified securities portfolio and provides customized investment advice. The firm is run by Christopher J. Barr and operates with a lean staff, typical of boutique investment advisories.
Investment Strategy
Red Mountain Financial, LLC manages a broadly diversified portfolio of publicly traded securities. The firm focuses on long-term capital appreciation through strategic equity selection and risk-managed asset allocation across sectors. Their investment philosophy emphasizes diversification, disciplined security analysis, and portfolio rebalancing in accordance with client risk profiles and goals.
Latest 13F Filing Activity
Red Mountain Financial, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 75 equity positions with a total 13F market value of $99M. The fund increased holdings in Apple Inc., Alphabet Inc., Nvidia Corporation among other positions. Red Mountain Financial, LLC reduced exposure to Ishares TR, Novo-nordisk A S, Intel Corp. among others.
Top Holdings
Equity Positions (75)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SCHD | SCHWAB STRATEGIC TR | 10.45% | $10.3M | 377,049 | $25.94 | $27.30 | +$297.5K |
A AAPL | APPLE INC | 5.29% | $5.2M | 20,484 | $216.75 | $254.63 | +$1.0M |
J JPIE | J P MORGAN EXCHANGE TRADED F | 5.22% | $5.1M | 110,716 | $45.43 | $46.41 | +$92.8K |
| BERKSHIRE HATHAWAY INC DEL | 4.76% | $4.7M | 9,334 | $407.91 | $502.74 | -$97.2K | |
N NVDA | NVIDIA CORPORATION | 4.19% | $4.1M | 22,126 | $124.30 | $186.58 | +$527.7K |
Industry Allocation
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