REDMONT WEALTH ADVISORS LLC
CIK: 0001910482Latest portfolio: $66.0M · Q4 2025
Holdings
307
Total Value
$66.0M
New Positions
14
Closed Positions
14
Top Holdings
View All 307 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | RSPINVESCO S&P 500 EQUAL WEIGHT ETF | 44,603 | $8.5M | 12.94% | -3,070 | |
| 2 | NOBLPROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | 48,747 | $5.1M | 7.68% | +2K | |
| 3 | SPYSTATE STR SPDR S&P 500 ETF TR TR UNIT | 5,415 | $3.7M | 5.59% | +24 | |
| 4 | JPSTJPMORGAN ULTRA-SHORT INCOME ETF | 65,762 | $3.3M | 5.04% | +53K | |
| 5 | VCSHVANGUARD SHORT-TERM CORPORATE BOND ETF | 38,014 | $3.0M | 4.59% | -169 | |
| 6 | DFAIDIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | 77,382 | $2.9M | 4.47% | +10K | |
| 7 | PFFISHARES PREFERRED & INCOME SECURITIES ETF | 70,472 | $2.2M | 3.30% | -47,050 | |
| 8 | AQLTISHARES SELECT DIVIDEND ETF | 14,111 | $2.0M | 3.01% | — | |
| 9 | HYGISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | 19,251 | $1.6M | 2.35% | +4K | |
| 10 | CWCURTISS WRIGHT CORP COM | 2,207 | $1.2M | 1.84% | -295 | |
| 11 | AVIVAVANTIS INTERNATIONAL LARGE CAP VALUE ETF | 16,978 | $1.2M | 1.83% | -265 | |
| 12 | NRIMNORTHRIM BANCORP INC COM | 43,752 | $1.2M | 1.76% | +33K | |
| 13 | IEMGISHARES CORE MSCI EMERGING MARKETS ETF | 17,008 | $1.1M | 1.73% | — | |
| 14 | AVUVAVANTIS U.S. SMALL CAP VALUE ETF | 11,134 | $1.1M | 1.72% | -1 | |
| 15 | EZPWEZCORP INC CL A NON VTG | 52,227 | $1.0M | 1.54% | +493 | |
| 16 | SLMSLM CORP COM | 34,345 | $929K | 1.41% | — | |
| 17 | JEFJEFFERIES FINL GROUP INC COM | 14,832 | $919K | 1.39% | -409 | |
| 18 | MBCNMIDDLEFIELD BANC CORP COM NEW | 26,376 | $911K | 1.38% | -95 | |
| 19 | MRPMILLROSE PPTYS INC COM CL A | 30,245 | $903K | 1.37% | -1,002 | |
| 20 | BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW | 1,647 | $827K | 1.25% | -404 | |
| 21 | PBIPITNEY BOWES INC COM | 76,573 | $809K | 1.23% | +27 | |
| 22 | PATKPATRICK INDS INC COM | 7,311 | $792K | 1.20% | -691 | |
| 23 | FSTRFOSTER L B CO COM | 27,420 | $738K | 1.12% | +26 | |
| 24 | GTGOODYEAR TIRE & RUBR CO COM | 77,668 | $680K | 1.03% | NEW | |
| 25 | ALCOALICO INC COM | 18,598 | $676K | 1.02% | -331 |
Quarterly Changes
New Positions
Sector Breakdown
Financial Services0.0% ($8.544507336923326e+232T)
Technology0.0% ($3.132489382756853e+45T)
Industrials0.0% ($1.2168097384652697e+40T)
Consumer Cyclical0.0% ($7.926805804684663e+35T)
Healthcare0.0% ($1.2483645448252521e+31T)
Unknown0.0% ($199182755917991804928.0T)
Consumer Defensive0.0% ($67666473737323.2T)
Communication Services0.0% ($57453825911828.1T)
Energy0.0% ($33855352219181.6T)
Basic Materials0.0% ($46312.8T)
Real Estate0.0% ($9035.0T)
Utilities0.0% ($157.3B)
Filing History
Fund Information
REDMONT WEALTH ADVISORS LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $66.0M across 307 holdings. The largest position is INVESCO S&P 500 EQUAL WEIGHT ETF (RSP), representing 12.9% of the portfolio. Compared to the previous quarter, the fund opened 18 new positions and closed 15 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.