REDMONT WEALTH ADVISORS LLC 13F Holdings

CIK 0001910482 · CHICAGO, IL

As of Sep 30, 2025, REDMONT WEALTH ADVISORS LLC reported 307 positions worth $71.3M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
INVESCO S&P 500 EQUAL WEIGHT ETFRSP—44,475$8.4M11.84%
PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETFNOBL—47,228$4.9M6.83%
SPDR S&P 500 ETF TRUSTSPY—5,437$3.6M5.08%
ISHARES PREFERRED & INCOME SPFF—108,043$3.4M4.79%
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUNDVCSH—38,183$3.1M4.28%
DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETFDFAI—68,508$2.5M3.49%
ISHARES SELECT DIVIDEND ETFDVY—14,111$2.0M2.81%
JPMORGAN ULTRA-SHORT INCOMEJPST—36,489 .9M2.60%
CAPITAL SOUTHWEST CORPCSWCFinancial Services67,876 .5M2.08%
INVESCO QQQ TRUST SERIES 1QQQ—2,154 .3M1.81%
ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETFHYG—15,015 .2M1.71%
CURTISS WRIGHT CORPCWIndustrials2,219 .2M1.69%
AMERICAN CENTY ETF TR——17,253 .2M1.63%
ISHARES CORE MSCI EMERGING MARKETS ETFIEMG—17,008 .1M1.57%
AVANTIS US SMALL CAP VALUE ETFAVUV—11,129 .1M1.55%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services2,064 .0M1.46%
MILLROSE PROPERTIES INCMRPReal Estate30,842 .0M1.45%
EZCORP INCEZPWFinancial Services52,437$998.4K1.40%
NORTHRIM BANCORP INCNRIMFinancial Services43,952$952.0K1.34%
SLM CORPSLMFinancial Services34,345$950.7K1.33%
JEFFERIES FINANCIAL GROUP INCJEFFinancial Services14,499$948.5K1.33%
PITNEY BOWES INCPBIIndustrials76,546$873.4K1.23%
VANECK IG FLOATING RATE ETFFLTR—32,950$842.5K1.18%
PATRICK INDUSTRIES INCPATKConsumer Cyclical8,002$827.6K1.16%
MIDDLEFIELD BANC CORPMBCNFinancial Services26,466$794.2K1.11%