Rm Financial Services, LLC - Q12026 Holdings

Rm Financial Services, LLC holds 75 stocks with a total portfolio value of $ 115.95M as of Q12026. In Q12026, Rm Financial Services, LLC added 2 new positions, increased stakes in 21 stocks, reduced 31 holdings, and fully exited 3 positions. The largest holding is Capital Group Dividend Growe (CGDG), representing 9.52% of the total portfolio.