RM Financial Services, LLC: 13F holdings
CIK 21098522026Q2
| Positions | 79 |
|---|
| Reported value | $134.6m |
|---|
| Filed | 2026-08-04 |
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Change since last quarter
| Positions | 79 (+4 vs prior quarter) |
|---|
| Reported value | $134.6m (+16.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| CGDG CAPITAL GROUP DIVIDEND GROWE | 319,974 | $12.0m | 8.9% |
| CGCV CAPITAL GROUP CONSERVATIVE E | 283,285 | $9.3m | 6.9% |
| GLDM WORLD GOLD TR | 115,788 | $9.2m | 6.8% |
| PPA INVESCO EXCHANGE TRADED FD T | 43,117 | $7.6m | 5.7% |
| CAPITAL GROUP EQUITY ETF TR | 229,302 | $7.1m | 5.3% |
| CGDV CAPITAL GROUP DIVIDEND VALUE | 127,550 | $6.3m | 4.7% |
| SLV ISHARES SILVER TR | 94,142 | $5.0m | 3.7% |
| AAPL APPLE INC | 15,189 | $4.4m | 3.3% |
| RSPU INVESCO EXCHANGE TRADED FD T | 50,927 | $4.1m | 3.1% |
| KBWP INVESCO EXCH TRADED FD TR II | 32,525 | $4.1m | 3.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2109852")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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