13F Insight
DOSSIER · 13F-HR · Q4 2025

REDMONT WEALTH ADVISORS LLC

REDMONT WEALTH's holding co. based in Boston, MA — $66M in tracked AUM across 307 positions as of Q4 2025.

RW
REDMONT WEALTH·Boston, MA·Holding Co.
CIK 0001910482 · last filed Dec 31, 2025
Total AUM
$66M
▲ 19.4%
vs prior
Holdings
307
—
positions
Whale Score
43
43
tracked
Activity
—
no data
changes this Q
Top sector
Tech
7% weight
concentration
AI Analysis · Q4 2025 · 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

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