DOSSIER · 13F-HR · Q4 2025

REDMONT WEALTH ADVISORS LLC

$66M in tracked AUM across 307 positions as of Q4 2025.

RW
CIK 0001910482 · last filed Dec 31, 2025
Total AUM
$66M
as of Q4 2025
Holdings
307
positions
Whale Score
43
43
tracked
Activity
no data
changes this Q
AI Analysis · Q4 2025

REDMONT WEALTH ADVISORS LLC filed its latest 13F-HR for Q4 2025. See the latest holdings and position changes below.

Quarter at a glance — Q4 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q4 2025.

#HoldingValueSharesWeight
01
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
$9M45K12.9%
02
NOBL
PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF
$5M49K7.7%
03
SPY
STATE STR SPDR S&P 500 ETF TR TR UNIT
$4M5K5.6%
04
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
$3M66K5.0%
05
VCSH
VANGUARD SHORT-TERM CORPORATE BOND ETF
$3M38K4.6%
06
DFAI
DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
$3M77K4.5%
07
PFF
ISHARES PREFERRED & INCOME SECURITIES ETF
$2M70K3.3%
08
DVY
ISHARES SELECT DIVIDEND ETF
$2M14K3.0%
09
HYG
ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF
$2M19K2.4%
10
CW
CURTISS WRIGHT CORP COM
$1M2K1.8%

Filing history

2025Q4Dec 31
$66M 58.0%
307 positionsView →
2025Q3Sep 30
$42M 7.5%
147 positionsView →
2025Q2Jun 30
$39M 24.9%
146 positionsLocked
2025Q1Mar 31
$31M 46.2%
92 positionsLocked
2024Q4Dec 31
$58M 10.4%
63 positionsLocked
2024Q3Sep 30
$65M 1.6%
322 positionsLocked
2024Q2Jun 30
$64M 11.9%
339 positionsLocked
2024Q1Mar 31
$72M 5.2%
322 positionsLocked
2023Q4Dec 31
$69M 20.6%
67 positionsLocked
2023Q3Sep 30
$57M 2.1%
60 positionsLocked
2023Q2Jun 30
$58M 17.4%
64 positionsLocked
2023Q1Mar 31
$50M 41.9%
60 positionsLocked
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