RM Financial Services, LLC

13F Portfolio Filings

Most recent 13F
Q2 2026
Location
Falmouth, ME
CIK
0002109852
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q2 2026 79 134,587 CGDG, CGCV, GLDM, CAPITAL GROUP EQUITY ETF TR 13F-HR 8/4/2026 000117266126003032
Q1 2026 75 115,953 CGDG, GLDM, CGCV, SLV 13F-HR 5/14/2026 000117266126001913
Q4 2025 76 112,681 CGDG, GLDM, CGCV, SLV 13F-HR 2/11/2026 000117266126000621