RM Financial Services, LLC
RM Financial Services, LLC reported 79 positions worth $134.6M as of June 30, 2026 (13F filed August 4, 2026). Largest holding: CGDG (8.9%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | CGDG | SH | $12.0M | 8.92% | 319,974 | — | — | |
| ▸ 2 | CGCV | SH | $9.3M | 6.91% | 283,285 | — | — | |
| ▸ 3 | GLDM | SH | $9.2M | 6.83% | 115,788 | — | — | |
| ▸ 4 | PPA | SH | $7.6M | 5.66% | 43,117 | — | — | |
| ▸ 5 | CGVV | SH | $7.1M | 5.26% | 229,302 | — | — | |
| ▸ 6 | CGDV | SH | $6.3M | 4.67% | 127,550 | — | — | |
| ▸ 7 | SLV | SH | $5.0M | 3.74% | 94,142 | — | — | |
| ▸ 8 | AAPL | SH | $4.4M | 3.27% | 15,189 | — | — | |
| ▸ 9 | RSPU | SH | $4.1M | 3.07% | 50,927 | — | — | |
| ▸ 10 | KBWP | SH | $4.1M | 3.06% | 32,525 | — | — |
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Frequently Asked Questions
What stocks does RM Financial Services, LLC hold as of Q2 2026?
RM Financial Services, LLC reported 79 positions worth $134.6M in its Q2 2026 13F filing. Largest positions: CGDG (8.9%), CGCV (6.9%), GLDM (6.8%), PPA (5.7%) and CGVV (5.3%).
What did RM Financial Services, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did RM Financial Services, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.