Portfolio (Quarterly) Guide ↗

RM Financial Services, LLC

· CIK 0002109852

13F Portfolio $135M AUM 79 positions Filed Aug 4, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 6 New 18 Added 19 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	T	AT&T INC	Communication Services	8,484	$246K	0.21%	SOLD
2	MCD	MCDONALDS CORP	Consumer Cyclical	720	$224K	0.19%	SOLD

Sector Allocation

Financial Services 36.8%

Technology 26.4%

Industrials 10.4%

Consumer Cyclical 6.4%

Energy 5.9%

Consumer Defensive 5.0%

Communication Services 3.8%

Healthcare 2.9%

Real Estate 2.4%