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Red Mountain Financial, LLC
RIA/Wealth
Red Mountain Financial, LLC is a RIA/Wealth based in Fort Collins, CO led by Christopher Jay Barr, reporting $174.4M in AUM as of Q3 2025 with 59% ETF concentration.
Managing PartnerChristopher Jay Barr
- Portfolio Value
- $98.5M
- Positions
- 76
- Top Holding
- SCHD at 10.45%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Red Mountain Financial, LLC's portfolio (48.3% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $10.3M | 10.45% | -$4.3K Sold | — 377.0K shares | |
Consumer Electronics Technology | $5.2M | 5.29% | +$1.0K Bought | 0.00% 20.5K shares | |
ETF ETF | $5.1M | 5.22% | +$83.0K Bought | — 110.7K shares | |
Insurance - Diversified Financial Services | $4.7M | 4.76% | -$264.4K Sold | 0.00% 9.3K shares | |
Semiconductors Technology | $4.1M | 4.19% | -$123.9K Sold | 0.00% 22.1K shares | |
ETF ETF | $4.1M | 4.14% | +$45.0K Bought | — 88.2K shares | |
ETF ETF | $3.7M | 3.74% | +$27.3K Bought | — 132.0K shares | |
ETF ETF | $3.6M | 3.62% | +$131.2K Bought | — 70.7K shares | |
ETF ETF | $3.5M | 3.58% | +$33.3K Bought | — 39.4K shares | |
Unknown Unknown | $3.3M | 3.32% | -$35.4K Sold | — 44.9K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Red Mountain Financial, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
+48.58% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
Sold |
Analytics
Portfolio insights and performance metrics for Red Mountain Financial, LLC
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