REDMONT WEALTH ADVISORS LLC

Est. AUM

$66.0M

13F long equity, this entity only

Positions

306

Period

Dec 2025 (Q4)

SEC EDGAR

View filings ↗

Dec 2025 (Q4)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	INVESCO S&P 500 EQUAL WEIGHT ETF	ETF	$8.5M	44603	12.94%	SOLE
2	PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF	ETF	$5.1M	48747	7.68%	SOLE
3	STATE STR SPDR S&P 500 ETF TR TR UNIT	ETF	$3.7M	5415	5.59%	SOLE
4	JPMORGAN ULTRA-SHORT INCOME ETF	ETF	$3.3M	65762	5.04%	SOLE
5	VANGUARD SHORT-TERM CORPORATE BOND ETF	ETF	$3.0M	38014	4.59%	SOLE
6	DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF	ETF	$2.9M	77382	4.47%	SOLE
7	ISHARES PREFERRED & INCOME SECURITIES ETF	ETF	$2.2M	70472	3.30%	SOLE
8	ISHARES SELECT DIVIDEND ETF	ETF	$2.0M	14111	3.02%	SOLE
9	ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF	ETF	$1.6M	19251	2.35%	SOLE
10	CURTISS WRIGHT CORP COM	Stock	$1.2M	2207	1.84%	SOLE
11	AVANTIS INTERNATIONAL LARGE CAP VALUE ETF	ETF	$1.2M	16978	1.83%	SOLE
12	NORTHRIM BANCORP INC COM	Stock	$1.2M	43752	1.76%	SOLE
13	ISHARES CORE MSCI EMERGING MARKETS ETF	ETF	$1.1M	17008	1.73%	SOLE
14	AVANTIS U.S. SMALL CAP VALUE ETF	ETF	$1.1M	11134	1.72%	SOLE
15	EZCORP INC CL A NON VTG	Stock	$1.0M	52227	1.54%	SOLE
16	SLM CORP COM	Stock	$929K	34345	1.41%	SOLE
17	JEFFERIES FINL GROUP INC COM	Stock	$919K	14832	1.39%	SOLE
18	MIDDLEFIELD BANC CORP COM NEW	Stock	$911K	26376	1.38%	SOLE
19	MILLROSE PPTYS INC COM CL A	REIT	$903K	30245	1.37%	SOLE
20	BERKSHIRE HATHAWAY INC DEL CL B NEW	Stock	$827K	1647	1.25%	SOLE
21	PITNEY BOWES INC COM	Stock	$809K	76573	1.23%	SOLE
22	PATRICK INDS INC COM	Stock	$792K	7311	1.20%	SOLE
23	FOSTER L B CO COM	Stock	$738K	27420	1.12%	SOLE
24	GOODYEAR TIRE & RUBR CO COM	Stock	$680K	77668	1.03%	SOLE
25	ALICO INC COM	Stock	$676K	18598	1.02%	SOLE
26	REVERB ETF	ETF	$627K	17713	0.95%	SOLE
27	NORWEGIAN CRUISE LINE HLDG LTD SHS	Stock	$580K	26002	0.88%	SOLE
28	ATLANTA BRAVES HLDGS INC COM SER C	Stock	$574K	14558	0.87%	SOLE
29	WISDOMTREE U.S. LARGECAP DIVIDEND FUND	ETF	$569K	6461	0.86%	SOLE
30	INVESCO QQQ TRUST SERIES I	ETF	$559K	911	0.85%	SOLE
31	ALPHABET INC CAP STK CL A	Stock	$538K	1720	0.81%	SOLE
32	PALMER SQUARE CREDIT OPPORTUNITIES ETF	ETF	$537K	26056	0.81%	SOLE
33	VANECK IG FLOATING RATE ETF	ETF	$529K	20767	0.80%	SOLE
34	ISHARES MSCI JAPAN ETF	ETF	$507K	6287	0.77%	SOLE
35	VANGUARD HIGH DIVIDEND YIELD INDEX ETF	ETF	$506K	3529	0.77%	SOLE
36	FIRST BUSEY CORP COM NEW	Stock	$493K	20757	0.75%	SOLE
37	STATE STREET BLACKSTONE SENIOR LOAN ETF	ETF	$475K	11513	0.72%	SOLE
38	SUPERIOR GROUP OF CO INC COM	Stock	$468K	48431	0.71%	SOLE
39	ISHARES RUSSELL 2000 ETF	ETF	$468K	1903	0.71%	SOLE
40	MILLER INDS INC TENN COM NEW	Stock	$466K	12486	0.71%	SOLE
41	AIR LEASE CORP CL A	Stock	$465K	7242	0.70%	SOLE
42	DIMENSIONAL US SMALL CAP VALUE ETF	ETF	$451K	13733	0.68%	SOLE
43	ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN	Stock	$437K	11373	0.66%	SOLE
44	PROSHARES ULTRA S&P 500	ETF	$428K	7400	0.65%	SOLE
45	STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF	ETF	$400K	16933	0.61%	SOLE
46	CHORD ENERGY CORPORATION COM NEW	Stock	$338K	3650	0.51%	SOLE
47	MICROSOFT CORP COM	Stock	$313K	649	0.47%	SOLE
48	BRINKS CO COM	Stock	$269K	2308	0.41%	SOLE
49	VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF	ETF	$260K	3105	0.39%	SOLE
50	US VEGAN CLIMATE ETF	ETF	$260K	4281	0.39%	SOLE

1–50 of 306

1 / 7

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.