Rocky Mountain Advisers, LLC
Long Only Manager
Rocky Mountain Advisers, LLC is a Long Only Manager based in Salina, KS led by Joel Walter Looney, reporting $3.0B in AUM as of Q3 2025 with 79% ETF concentration, 86% concentrated in top 10 holdings, 49% allocation to SRHQ, and minimal technology exposure.
PresidentJoel Walter Looney
- Portfolio Value
- $342.3M
- Positions
- 274
- Top Holding
- SRHQ at 48.65%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Rocky Mountain Advisers, LLC's portfolio (86% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $166.5M | 48.65% | -$57.7K Sold | — 4.3M shares | |
ETF ETF | $48.6M | 14.21% | +$2.0K Bought | — 878.3K shares | |
ETF ETF | $24.8M | 7.25% | -$457.0K Sold | — 909.6K shares | |
Banks - Diversified Financial Services | $18.0M | 5.27% | — | 0.00% 57.2K shares | |
Unknown Unknown | $10.1M | 2.95% | +$818.4 Bought | — 407.9K shares | |
ETF ETF | $10.0M | 2.91% | +$2.1K Bought | — 387.9K shares | |
Insurance - Diversified Financial Services | $4.8M | 1.41% | -$50.3K Sold | 0.00% 9.6K shares | |
ETF ETF | $4.1M | 1.20% | +$1.4M Bought | — 56.9K shares | |
Financial - Capital Markets Financial Services | $3.9M | 1.14% | — | 0.03% 11.5K shares | |
Unknown Unknown | $3.4M | 1.00% | +$14.7K Bought | — 188.6K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Rocky Mountain Advisers, LLC's latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Rocky Mountain Advisers, LLC
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