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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F COMBINATION REPORT

ROCKY MOUNTAIN ADVISERS, LLC

Quarter ended Q3 2025 · Filed October 17, 2025 · Accession 0001512779-25-000012

Total Value
$342.5M
Positions
277
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (277)

#IssuerTicker / CUSIPSharesValue% of Filing
1ELEVATION SERIES TRUST2103221034,308,340$166.5M48.62%
2ELEVATION SERIES TRUST210322301878,259$48.6M14.20%
3SCHWAB STRATEGIC TR808524797909,561$24.8M7.25%
4JPMORGAN CHASE & COVYLD57,220$18.0M5.27%
5COHEN & STEERS INFRASTRUCTUR19248A109407,876$10.1M2.95%
6SCHWAB STRATEGIC TR808524102387,881$10.0M2.91%
7BERKSHIRE HATHAWAY INC DELBRK-A9,573$4.8M1.41%
8AMERICAN CENTY ETF TR02507234956,876$4.1M1.20%
9EVERCORE INCEVR11,525$3.9M1.14%
10SRH TOTAL RETURN FUND INCSTEW188,645$3.4M1.00%
11ISHARES TR4642872004,879$3.3M0.95%
12VANGUARD INDEX FDS9229083635,121$3.1M0.92%
13MICROSOFT CORPMSFT5,423$2.8M0.82%
14VANGUARD GROUP92190884412,864$2.8M0.81%
15WALMART INCWMT17,802$1.8M0.54%
16APPLE INCAAPL6,765$1.7M0.50%
17VANGUARD WHITEHALL FDS INC92194640611,441$1.6M0.47%
18WILLIS TOWERS WATSON PUB LTDWTW4,486$1.5M0.45%
19BERKSHIRE HATHAWAY INC DELBRK-A2$1.5M0.44%
20SOUTHERN COSOMN12,525$1.2M0.35%
21NVIDIA CORPNVDA5,915$1.1M0.32%
22TESLA INCTSLA2,105$936,1360.27%
23ETF SER SOLUTIONS26922A26322,015$829,2520.24%
24NRG ENERGY INCNRG4,750$769,2630.22%
25SCHWAB STRATEGIC TR80852430021,160$675,2160.20%
26VANGUARD BD INDEX FD INC9219378278,000$631,2800.18%
27SPDR SERIES TRUST78464A7634,460$624,6230.18%
28DISNEY WALT CO2546871065,065$579,9430.17%
29ALPHABET INCGOOG2,273$552,5660.16%
30SCHWAB STRATEGIC TR80852487020,468$551,6130.16%
31COCA COLA COKO7,632$506,1510.15%
32VANGUARD SCOTTSDALE FDS92206C4095,961$476,4630.14%
33KROGER COKR7,000$471,8700.14%
34META PLATFORMS INCMETA589$432,5500.13%
35PROCTER AND GAMBLE CO7427181092,665$409,5020.12%
36DRAFTKINGS INC NEWDKNG10,886$407,1360.12%
37FIRST WATCH RESTAURANT GROUPFWRG26,020$406,9530.12%
38SCHWAB STRATEGIC TR80852480517,465$406,5890.12%
39CHEVRON CORP NEWCVX2,527$392,4180.11%
40PAYCHEX INCPAYX3,001$380,4070.11%
41UNITEDHEALTH GROUP INCUNH992$342,5380.10%
42UNION PAC CORPUNP1,300$307,2810.09%
43CINCINNATI FINL CORP1720621011,866$295,0150.09%
44SELECT SECTOR SPDR TR81369Y8031,007$283,8330.08%
45STANLEY BLACK & DECKER INCSWK3,609$268,2350.08%
46INVESCO EXCHNG TRADED FD TRIVZ4,075$259,0070.08%
47ISHARES TR4642878042,129$252,9890.07%
48KIMBERLY CLARK CORPKMB1,900$236,2460.07%
49ISHARES TR4642878461,450$235,5930.07%
50HOME DEPOT INCHD572$231,7550.07%
51VANGUARD INDEX FDS922908769696$228,4060.07%
52JOHNSON & JOHNSONJNJ1,214$225,1000.07%
53UBER TECHNOLOGIES INCUBER2,293$224,6450.07%
54PAYPAL HLDGS INCPYPL3,282$220,0910.06%
55AMERICAN CENTY ETF TR0250727032,766$218,2370.06%
56SCHWAB STRATEGIC TR8085248399,106$213,7180.06%
57GFL ENVIRONMENTAL INCGFL4,500$213,2100.06%
58EBAY INC.EBAY2,254$205,0410.06%
59LILLY ELI & COLLY267$203,7210.06%
60TANGER FACTORY OUTLET CTRS ISKT5,700$192,8880.06%
61LYFT INCLYFT8,740$192,3670.06%
62MERCK & CO INCMRK2,267$190,2690.06%
63REALTY INCOME CORPO3,100$188,4490.06%
64SCHWAB STRATEGIC TR8085248627,610$185,6840.05%
65COINBASE GLOBAL INCCOIN545$183,9320.05%
66TARGET CORPTGT2,000$179,4000.05%
67INVESCO QQQ TRIVZ295$177,1090.05%
68SCHWAB CHARLES CORP NEWSCHW-PJ1,855$177,0970.05%
69ISHARES TR4642871681,232$175,0670.05%
70ALPHABET INCGOOG700$170,4850.05%
71INTERNATIONAL BUSINESS MACHSINTR600$169,2960.05%
72ISHARES TR464287614356$166,7540.05%
73CISCO SYS INCCSCO2,400$164,2080.05%
74CITIGROUP INCC-PR1,550$157,3250.05%
75ISHARES TR4642875072,410$157,2770.05%
76AMERICAN CENTY ETF TR0250728021,746$155,4460.05%
773M COMMM1,000$155,1800.05%
78MAPLEBEAR INCCART4,100$150,7160.04%
79EXXON MOBIL CORPXOM1,293$145,7860.04%
80AMAZON COM INCAMZN660$144,9160.04%
81SEMPRA ENERGYSREA1,600$143,9680.04%
82GENUINE PARTS COGPC1,039$143,9370.04%
83TRAVELERS COMPANIES INCTRV515$143,7980.04%
84BANK AMER CORP0605051042,681$138,3130.04%
85PIMCO ETF TR72201R8171,400$138,0680.04%
86KELLANOVABEKE1,650$135,3330.04%
87GAMING & LEISURE PPTYS INC36467J1082,852$132,9250.04%
88GENERAL ELECTRIC CO369604301437$131,4580.04%
89PFIZER INCPFE5,118$130,4070.04%
90MORGAN STANLEYMS-PQ810$128,8300.04%
91GREEN BRICK PARTNERS INCGRBK-PA1,710$126,3010.04%
92AT&T INCT-PC4,347$122,7500.04%
93SCHWAB STRATEGIC TR8085244094,140$120,5150.04%
94WELLS FARGO CO NEW9497461011,400$117,3480.03%
95AMERICAN ELEC PWR CO INC0255371011,000$112,5000.03%
96EA SERIES TRUST02072L1022,400$111,9600.03%
97VERIZON COMMUNICATIONS INCVZ2,515$110,5340.03%
98GETTY RLTY CORP NEW3742971094,038$108,3400.03%
99PRICE T ROWE GROUP INCTROW1,055$108,2850.03%
100FORWARD AIR CORPFWRD4,040$103,5860.03%
101TIDAL TRUST III45259A5145,270$101,5070.03%
102TOLL BROTHERS INCTOL695$96,0070.03%
103CAPITOL FED FINL INC14057J10115,000$95,2500.03%
104ISHARES TR46432F8421,026$89,5800.03%
105STAG INDL INC85254J1022,500$88,2250.03%
106BOEING COBA-PA405$87,4110.03%
107D R HORTON INC23331A109500$84,7350.02%
108INTERCONTINENTAL EXCHANGE IN45866F104500$84,2400.02%
109QUANTUM COMPUTING INCQUBT4,150$76,4020.02%
110ISHARES TR464287598370$75,3280.02%
111MERITAGE HOMES CORPMTH1,000$72,4300.02%
112VANGUARD INDEX FDS922908629245$71,9660.02%
113ORACLE CORPORCL-PD252$70,8720.02%
114STEEL DYNAMICS INCSTLD500$69,7150.02%
115TEXTRON INCTXT822$69,4510.02%
116GE VERNOVA INCGEV109$67,0240.02%
117AMERICAN EXPRESS COAXP200$66,4320.02%
118CONOCOPHILLIPSCOP698$66,0240.02%
119BK OF AMERICA CORP06050568250$64,0000.02%
120INVESCO EXCHANGE TRADED FD TIVZ1,431$63,7940.02%
121BLACK HILLS CORPBKH1,000$61,5900.02%
122GILEAD SCIENCES INCGILD550$61,0500.02%
123VANGUARD INDEX FDS922908751240$61,0270.02%
124MCDONALDS CORPMCD200$60,7780.02%
125EVERGY INCEVRG797$60,5880.02%
126INTUITIVE SURGICAL INCISRG135$60,3760.02%
127PACER FDS TR69374H8811,040$59,7690.02%
128SCHWAB STRATEGIC TR8085248472,612$56,3330.02%
129ISHARES TR464287648169$54,0870.02%
130SPDR SERIES TRUST78464A2921,620$53,5730.02%
131LOWES COS INC548661107207$52,0210.02%
132AUTOZONE INCAZO11$47,1930.01%
133SHAKE SHACK INCSHAK500$46,8050.01%
134NOVO-NORDISK A SNONOF800$44,3920.01%
135INSTALLED BLDG PRODS INC45780R101175$43,1660.01%
136ISHARES TR464287457500$41,4800.01%
137PHILLIPS 66PSX299$40,6700.01%
138ASML HOLDING N VASMLF42$40,6600.01%
139INVESCO EXCHNG TRADED FD TRIVZ3,500$40,6000.01%
140ENERGY TRANSFER L PET-PI2,325$39,8970.01%
141ALLISON TRANSMISSION HLDGSALSN468$39,7240.01%
142M & T BK CORP55261F104200$39,5240.01%
143CBRE GROUP INCCBRE250$39,3900.01%
144FASTENAL COFAST800$39,2320.01%
145XPO LOGISTICS INCXPO290$37,4880.01%
146CONSTELLATION ENERGY CORPCEG113$37,1850.01%
147COSTCO WHSL CORP NEW22160K10540$37,0250.01%
148SYMBOTIC INCSYM668$36,0050.01%
149TRINITY INDS INC8965221091,250$35,0500.01%
150INTEL CORPINTC1,012$33,9530.01%
151STARBUCKS CORPSBUX400$33,8400.01%
152MESA LABS INC59064R109500$33,5050.01%
153EMCOR GROUP INCEME50$32,4770.01%
154COHEN & STEERS INFRASTRUCTUR19248A117407,864$31,8130.01%
155TAIWAN SEMICONDUCTOR MFG LTD874039100113$31,5600.01%
156SUN LIFE FINL INCSUNFF500$30,0150.01%
157ISHARES TR464288760142$29,7150.01%
158VANGUARD SCOTTSDALE FDS92206C664300$29,3460.01%
159ISHARES GOLD TRUSTIAU400$29,1080.01%
160HONEYWELL INTL INC438516106124$26,1020.01%
161FIRST TR NASDAQ ABA CMNTY BK33736Q104460$25,8300.01%
162ISHARES INC46434G103384$25,3130.01%
163AFLAC INCAFL226$25,2440.01%
164ISHARES TR464287226250$25,0630.01%
165WISDOMTREE TRWT565$24,9730.01%
166SYSCO CORPSYY300$24,7020.01%
167EXPEDITORS INTL WASH INC302130109200$24,5180.01%
168VITESSE ENERGY INCVTS1,000$23,2300.01%
169COPART INCCPRT496$22,3050.01%
170SHOPIFY INCSHOP140$20,8050.01%
171DIREXION SHS ETF TR25459Y207203$20,6270.01%
172METLIFE INCMET-PF241$19,8510.01%
173CYBERARK SOFTWARE LTDM2682V10840$19,3260.01%
174MEDTRONIC PLCMDT200$19,0480.01%
175ARM HOLDINGS PLC042068205131$18,5350.01%
176DEXCOM INCDXCM275$18,5050.01%
177ENNIS INCEBF1,000$18,2800.01%
178FLAHERTY & CRUMRINE TOTAL REFLC1,000$17,8200.01%
179PRINCIPAL FINL GROUP INCPFG211$17,4940.01%
180ISHARES TR46428765570$16,9370.00%
181JBS N.V.JBS1,125$16,7960.00%
182RAYTHEON TECHNOLOGIES CORPRTX100$16,7330.00%
183J P MORGAN EXCHANGE TRADED46641Q332280$15,9880.00%
184ISHARES TR464288646300$15,9090.00%
185AMPHENOL CORP NEW032095101128$15,8400.00%
186UNILEVER PLCUNLYF267$15,8280.00%
187ARCOSA INCACA166$15,5560.00%
188ANHEUSER BUSCH INBEV SA/NVBUDFF259$15,4390.00%
189EXELON CORPEXC340$15,3030.00%
190KINDER MORGAN INC DELEP-PC534$15,1180.00%
191ONEOK INC NEWOKE197$14,3750.00%
192FIRSTENERGY CORPFE308$14,1130.00%
193ISHARES TR464287499144$13,9030.00%
194BROADCOM INCAVGO42$13,8560.00%
195THE TRADE DESK INC88339J105280$13,7230.00%
196BADGER METER INCBMI72$12,8580.00%
197BROWN & BROWN INCBRO136$12,7550.00%
198W R BERKLEY CORPORATIONWRB-PH163$12,4890.00%
199DUKE ENERGY CORP NEWDUKB100$12,3750.00%
200CLOROX CO DELCLX100$12,3300.00%
201SAIA INCSAIA40$11,9740.00%
202TRANSDIGM GROUP INCTDG9$11,8620.00%
203SIRIUSXM HOLDINGS INC829933100502$11,6840.00%
204SPIRIT AEROSYSTEMS HLDGS INC848574109300$11,5800.00%
205VANGUARD INDEX FDS922908553125$11,4280.00%
206ZSCALER INCZS37$11,0870.00%
207MP MATERIALS CORPMP164$10,9990.00%
208GE HEALTHCARE TECHNOLOGIESGEHC145$10,8900.00%
209SPROUTS FMRS MKT INC85208M102100$10,8800.00%
210EQUIFAX INCEFX42$10,7740.00%
211PRIMERICA INCPRI38$10,5480.00%
212PINNACLE WEST CAP CORPPNW110$9,8630.00%
213HUBSPOT INCHUBS21$9,8240.00%
214EA SERIES TRUST02072L722334$9,6030.00%
215VISA INCV28$9,5590.00%
216MARKEL CORPMKL5$9,5570.00%
217VANGUARD STAR FD921909768128$9,4030.00%
218SELECT SECTOR SPDR TR81369Y70460$9,2540.00%
219SOLVENTUM CORPSOLV125$9,1250.00%
220ARCH CAP GROUP LTDG0450A10599$8,9820.00%
221ROSS STORES INCROST58$8,8390.00%
222ADOBE SYS INCADBE25$8,8190.00%
223BROOKFIELD CORP11271J107127$8,7100.00%
224HOST HOTELS & RESORTS INCHST511$8,6970.00%
225RLI CORPRLI132$8,6090.00%
226GRACO INCGGG99$8,4110.00%
227CHECK POINT SOFTWARE TECH LTM2246510438$7,8630.00%
228NUVEEN SELECT TAX-FREE INCOMNU510$7,3750.00%
229ALLSTATE CORPALL-PJ34$7,2980.00%
230ADAMS DIVERSIFIED EQUITY FD006212104313$6,9800.00%
231INGREDION INCINGR56$6,8380.00%
232WD-40 COWDFC34$6,7180.00%
233DATADOG INCDDOG47$6,6930.00%
234TJX COS INC NEW87254010946$6,6490.00%
235ANALOG DEVICES INCADI27$6,6340.00%
236NEWMARKET CORPNEU8$6,6260.00%
237LANDSTAR SYS INCLSTR54$6,6180.00%
238EXPEDIA GROUP INCEXPE30$6,4130.00%
239HENRY JACK & ASSOC INC42628110139$5,8080.00%
240AON PLCAON16$5,7050.00%
241FIRSTCASH HOLDINGS INCFCFS36$5,7030.00%
242ACCENTURE PLC IRELANDACN22$5,4250.00%
243CDW CORPCDW34$5,4160.00%
244LABCORP HOLDINGS INCLH17$4,8800.00%
245PARAMOUNT SKYDANCE CORPPSKY248$4,6920.00%
246FEDEX CORPFDX19$4,4800.00%
247ILLINOIS TOOL WKS INC45230810917$4,4330.00%
248NEWS CORP NEWNWSLL138$4,2380.00%
249CONSTELLATION BRANDS INCSTZ24$3,2320.00%
250CANADIAN NATL RY CO13637510234$3,2060.00%
251LAMB WESTON HLDGS INCLW54$3,1360.00%
252NEXPOINT RESIDENTIAL TR INCNXRT95$3,0610.00%
253CONAGRA BRANDS INCCAG164$3,0030.00%
254BALCHEM CORPBCPC20$3,0010.00%
255BIO-TECHNE CORPTECH52$2,8930.00%
256CARNIVAL CORPCUKPF100$2,8910.00%
257COGNEX CORPCGNX60$2,7180.00%
258VANGUARD TAX-MANAGED FDS92194385835$2,0970.00%
259INNOVATIVE INDL PPTYS INCINHD30$1,6070.00%
260SHIFT4 PMTS INC82452J10920$1,5480.00%
261BROWN FORMAN CORPBF-B55$1,4890.00%
262TERADYNE INCTER10$1,3760.00%
263PALANTIR TECHNOLOGIES INCPLTR7$1,2770.00%
264ERICSSON294821608150$1,2410.00%
265VANGUARD INTL EQUITY INDEX F92204285822$1,1920.00%
266STELLANTIS N.VSTLA127$1,1860.00%
267WILLIAMS COS INC96945710018$1,1400.00%
268CRISPR THERAPEUTICS AGCRSP15$9720.00%
269DOW INCDOW42$9630.00%
270ISHARES TR4642882818$7620.00%
271FULL HSE RESORTS INC359678109232$7450.00%
272RIVIAN AUTOMOTIVE INCRIVN44$6460.00%
273ON HLDG AGH5919C10411$4660.00%
274TILRAY BRANDS INCTLRY154$2660.00%
275NEWSMAX INCNMAX20$2480.00%
276OMEROS CORPOMER50$2050.00%
277VIATRIS INCVTRS14$1390.00%