SEC Form 13F

RM Financial Services, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-05
Reported value$134,587,735
Positions79

Largest disclosed positions

IssuerTickerClassReported valueReported amount
CAPITAL GROUP DIVIDEND GROWECGDGSHS ETF$12,002,241319,974
CAPITAL GROUP CONSERVATIVE ECGCVSHS$9,297,405283,285
WORLD GOLD TRGLDMSPDR GLD MINIS$9,195,883115,788
INVESCO EXCHANGE TRADED FD TPPAAEROSPACE DEFN$7,616,63743,117
CAPITAL GROUP EQUITY ETF TRCGVVUS LRG VALUE ETF$7,085,432229,302
CAPITAL GROUP DIVIDEND VALUECGDVSHS CREAT UNIT$6,285,667127,550
ISHARES SILVER TRSLVISHARES$5,033,77394,142
APPLE INCAAPLCOM$4,395,13015,189
INVESCO EXCHANGE TRADED FD TRSPUS&P500 EQL UTL$4,131,68450,927
INVESCO EXCH TRADED FD TR IIKBWPKBW PPTY CASUT$4,123,01932,525

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

NexusTrade Loading NexusTrade… Taking too long? Reload this page