Institutions / RM Financial Services, LLC
RM Financial Services, LLC
CIK 2109852 · Institution · as of Dec 31, 2025
Portfolio value
$112.68M
Positions
76
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 76 →
| Company | Value | % of portfolio |
|---|---|---|
| Capital Group Dividend Growe | $10.97M | 9.7% |
| World Gold Tr | $9.58M | 8.5% |
| Capital Group Conservative E | $8.60M | 7.6% |
| iShares Silver Tr | $6.91M | 6.1% |
| Capital Group Equity ETF Tr | $4.90M | 4.3% |
| Invesco Exchange Traded Fd T | $4.79M | 4.3% |
| Capital Group Dividend Value | $4.64M | 4.1% |
| Apple Inc. | $4.29M | 3.8% |
| Vanguard Index Fds | $3.16M | 2.8% |
| Invesco Exchange Traded Fd T | $3.08M | 2.7% |
| Invesco Exch Traded Fd Tr II | $2.99M | 2.7% |
| Visa Inc | $1.98M | 1.8% |
| Independence Realty Trust, Inc. | $1.94M | 1.7% |
| Invesco Exchange Traded Fd T | $1.80M | 1.6% |
| Profesionally Managed Portfo | $1.71M | 1.5% |
| Cal-Maine Foods Inc | $1.50M | 1.3% |
| Oracle Corp | $1.50M | 1.3% |
| ConocoPhillips | $1.49M | 1.3% |
| Alphabet Inc. | $1.49M | 1.3% |
| United Parcel Service Inc | $1.45M | 1.3% |
| Vanguard Whitehall Fds | $1.42M | 1.3% |
| Vanguard World Fd | $1.34M | 1.2% |
| Applied Materials Inc /De | $1.32M | 1.2% |
| Capital Group Equity ETF Tr | $1.27M | 1.1% |
| Caterpillar Inc | $1.27M | 1.1% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.