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REDMONT WEALTH ADVISORS LLC — 13F Holdings & Portfolio

CIK 1910482 · latest 13F-HR filed 2026-02-06

Backtest portfolio

REDMONT WEALTH ADVISORS LLC manages $66.0M in 13F-reported U.S. long-equity assets across 307 reported positions as of its 2025-12-31 13F-HR filing. Its largest disclosed positions are RSP (12.94%), NOBL (7.68%), SPY (5.59%). Quarter over quarter (versus its 2025-06-30 filing) the fund opened 18 new positions and exited 15; 143 existing positions rose in reported value and 94 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$66.0M

Long-equity book

Holdings
307

Distinct positions

Period
2025-12-31

Filed 2026-02-06

Q/Q Activity
+18 / −15 / ↑143 / ↓94

vs 2025-06-30

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q4 25
RSP12.9% · -6%NOBL7.7% · +3%SPY5.6% · +0%JPST5.0% · +416%VCSH4.6% · -0%DFAI4.5% · +15%PFF3.3% · -40%DVY3.0% · 0%HYG2.4% · +27%CW1.8% · -12%AVIV1.8% · -2%NRIM1.8% · +298%IEMG1.7% · 0%AVUV1.7% · -0%EZPW1.5% · +1%SLM1.4% · 0%JEF1.4% · -3%MBCN1.4% · -0%MRP1.4% · -3%BRK.B1.3% · -20%PBI1.2% · 0%PATK1.2% · -9%FSTR1.1% · +0%GT1.0% · newALCO1.0% · -2%VOXP0.9% · 0%NCLH0.9% · +12%BATRK0.9% · +9%DLN0.9% · 0%QQQ0.8% · -58%GOOGL0.8% · 0%PSQO0.8% · newFLTR0.8% · -21%EWJ0.8% · 0%VYM0.8% · -52%BUSE0.7% · +2%SRLN0.7% · +45%SGC0.7% · -17%IWM0.7% · -9%MLR0.7% · -15%AL0.7% · -39%DFSV0.7% · +24%AB0.7% · 0%SSO0.6% · +100%SPHY0.6% · +90%CHRD0.5% · -22%MSFT0.5% · -40%BCO0.4% · -60%VEGN0.4% · 0%VCIT0.4% · -7%DIS0.4% · 0%HYBL0.4% · +5%AAPL0.4% · 0%RSPD0.3% · -10%GLD0.3% · 0%DFAS0.2% · +46%DUK0.2% · 0%TFLO0.2% · -74%JNK0.2% · 0%VZ0.2% · -66%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q2 25 → Q4 25

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

2 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 50.8%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated May 4, 2026.

Assets Under Management
$4.8M
Discretionary
$4.8M
Employees
2
Accounts
5
Address
444 W LAKE ST
SUITE 1700
CHICAGO, IL 60606
Phone
(312) 848-1136
Website
Name Title / Status Ownership Type
LANGER, JAMES, MILTON THOMAS ControlCHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER
since Sep 2020
75% or moreIndividual
BRANCOVSKY, WILLIAM, EDWINMEMBER
since Dec 2022
5–10%Individual
PRESSLY, HERBERT, SCOTTMEMBER
since Mar 2023
10–25%Individual
Ownership & leadership changes · 6 filings with changes since Sep 22, 2020

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Mar 28, 2025 filing
  • No longer listedSTEIN, KEVIN, MICHAEL · MEMBER · 10–25% · listed since Jan 2023
  • No longer listedSTEIN, RYAN, DANIEL · CHIEF COMPLIANCE OFFICER · Less than 5% · listed since Aug 2022
  • ChangedLANGER, JAMES, MILTON THOMAS · title CHIEF INVESTMENT OFFICER → CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER; ownership 50–75% → 75% or more
  • ChangedPRESSLY, HERBERT, SCOTT · ownership 5–10% → 10–25%
Mar 28, 2024 filing
  • ChangedSTEIN, RYAN, DANIEL · no longer a control person
Jun 30, 2023 filing
  • AddedBRANCOVSKY, WILLIAM, EDWIN · MEMBER · 5–10%
  • AddedPRESSLY, HERBERT, SCOTT · MEMBER · 5–10%
  • ChangedLANGER, JAMES, MILTON THOMAS · ownership 75% or more → 50–75%
Jan 30, 2023 filing
  • No longer listedBRODSKY, JONATHAN, PAUL · MANAGING MEMBER · 50–75% · indirect via CEDAR STREET ASSET MANAGEMENT LLC · control person · listed since Mar 2020
  • No longer listedCEDAR FAMILY TRUST · LIMITED PARTNER · 25–50% · indirect via MISTY JO TRUST · listed since Jun 2000
  • No longer listedCEDAR STREET ASSET MANAGEMENT LLC · MEMBER · 10–25% · control person · listed since Sep 2020
  • No longer listedISLET, LLC · MEMBER · 10–25% · listed since Sep 2020
  • No longer listedLANGER, JAMES, MILTON THOMAS · TRUSTEE · General partner, trustee or manager · indirect via WRIGHTWOOD TRUST · control person · listed since Jun 2010
  • No longer listedMACMILLAN, BRIAN, PATRICK · MANAGING MEMBER · 50–75% · indirect via ISLET, LLC · control person · listed since Sep 2020
  • No longer listedMACMILLAN, LINDSAY · MANAGING MEMBER · 50–75% · indirect via ISLET, LLC · control person · listed since Sep 2020
  • No longer listedMISTY JO LIMITED PARTNERSHIP · MEMBER · 25–50% · control person · listed since Sep 2020
  • No longer listedMISTY JO TRUST · GENERAL PARTNER · General partner, trustee or manager · indirect via MISTY JO LIMITED PARTNERSHIP · control person · listed since Apr 2016
  • No longer listedTURNER FAMILY TRUST · LIMITED PARTNER · 25–50% · indirect via MISTY JO TRUST · listed since Jun 2000
  • No longer listedWLLINGTON FAMILY TRUST · LIMITED PARTNER · 25–50% · indirect via MISTY JO TRUST · listed since Jun 2000
  • No longer listedWRIGHTWOOD TRUST · MEMBER · 10–25% · listed since Sep 2020
  • AddedSTEIN, KEVIN, MICHAEL · MEMBER · 10–25%
  • ChangedLANGER, JAMES, MILTON THOMAS · ownership Less than 5% → 75% or more
Aug 18, 2022 filing
  • No longer listedPREWITT, ANDREW, ROBERT · CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER · Less than 5% · control person · listed since Oct 2021
  • AddedSTEIN, RYAN, DANIEL · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
Oct 15, 2021 filing
  • No longer listedBRODSKY, STEPHEN, ARTHUR · CHIEF COMPLIANCE OFFICER · Less than 5% · listed since Sep 2020
  • AddedPREWITT, ANDREW, ROBERT · CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER · Less than 5% · control person
Sep 22, 2020 filing (earliest on record)
  • ListedBRODSKY, JONATHAN, PAUL · MANAGING MEMBER · 50–75% · indirect via CEDAR STREET ASSET MANAGEMENT LLC · control person
  • ListedBRODSKY, STEPHEN, ARTHUR · CHIEF COMPLIANCE OFFICER · Less than 5%
  • ListedCEDAR FAMILY TRUST · LIMITED PARTNER · 25–50% · indirect via MISTY JO TRUST
  • ListedCEDAR STREET ASSET MANAGEMENT LLC · MEMBER · 10–25% · control person
  • ListedISLET, LLC · MEMBER · 10–25%
  • ListedLANGER, JAMES, MILTON THOMAS · CHIEF INVESTMENT OFFICER · Less than 5% · control person
  • ListedLANGER, JAMES, MILTON THOMAS · TRUSTEE · General partner, trustee or manager · indirect via WRIGHTWOOD TRUST · control person
  • ListedMACMILLAN, BRIAN, PATRICK · MANAGING MEMBER · 50–75% · indirect via ISLET, LLC · control person
  • ListedMACMILLAN, LINDSAY · MANAGING MEMBER · 50–75% · indirect via ISLET, LLC · control person
  • ListedMISTY JO LIMITED PARTNERSHIP · MEMBER · 25–50% · control person
  • ListedMISTY JO TRUST · GENERAL PARTNER · General partner, trustee or manager · indirect via MISTY JO LIMITED PARTNERSHIP · control person
  • ListedTURNER FAMILY TRUST · LIMITED PARTNER · 25–50% · indirect via MISTY JO TRUST
  • ListedWLLINGTON FAMILY TRUST · LIMITED PARTNER · 25–50% · indirect via MISTY JO TRUST
  • ListedWRIGHTWOOD TRUST · MEMBER · 10–25%

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

REDMONT WEALTH ADVISORS LLC Holdings (2025-12-31)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 INVESCO S&P 500 EQUAL WEIGHT ETF RSP 46137V357 $8.5M 12.94% 44,603 SH
2 PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF NOBL 74348A467 $5.1M 7.68% 48,747 SH
3 STATE STR SPDR S&P 500 ETF TR TR UNIT SPY 78462F103 $3.7M 5.59% 5,415 SH
4 JPMORGAN ULTRA-SHORT INCOME ETF JPST 46641Q837 $3.3M 5.04% 65,762 SH
5 VANGUARD SHORT-TERM CORPORATE BOND ETF VCSH 92206C409 $3.0M 4.59% 38,014 SH
6 DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF DFAI 25434V203 $2.9M 4.47% 77,382 SH
7 ISHARES PREFERRED & INCOME SECURITIES ETF PFF 464288687 $2.2M 3.30% 70,472 SH
8 ISHARES SELECT DIVIDEND ETF DVY 464287168 $2.0M 3.02% 14,111 SH
9 ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF HYG 464288513 $1.6M 2.35% 19,251 SH
10 CURTISS WRIGHT CORP COM CW 231561101 $1.2M 1.84% 2,207 SH
11 AVANTIS INTERNATIONAL LARGE CAP VALUE ETF AVIV 025072364 $1.2M 1.83% 16,978 SH
12 NORTHRIM BANCORP INC COM NRIM 666762109 $1.2M 1.76% 43,752 SH
13 ISHARES CORE MSCI EMERGING MARKETS ETF IEMG 46434G103 $1.1M 1.73% 17,008 SH
14 AVANTIS U.S. SMALL CAP VALUE ETF AVUV 025072877 $1.1M 1.72% 11,134 SH
15 EZCORP INC CL A NON VTG EZPW 302301106 $1.0M 1.54% 52,227 SH
16 SLM CORP COM SLM 78442P106 $929.4K 1.41% 34,345 SH
17 JEFFERIES FINL GROUP INC COM JEF 47233W109 $919.1K 1.39% 14,832 SH
18 MIDDLEFIELD BANC CORP COM NEW MBCN 596304204 $911.0K 1.38% 26,376 SH
19 MILLROSE PPTYS INC COM CL A MRP 601137102 $903.4K 1.37% 30,245 SH
20 BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B 084670702 $827.9K 1.25% 1,647 SH
21 PITNEY BOWES INC COM PBI 724479100 $809.4K 1.23% 76,573 SH
22 PATRICK INDS INC COM PATK 703343103 $792.7K 1.20% 7,311 SH
23 FOSTER L B CO COM FSTR 350060109 $739.0K 1.12% 27,420 SH
24 GOODYEAR TIRE & RUBR CO COM GT 382550101 $680.4K 1.03% 77,668 SH
25 ALICO INC COM ALCO 016230104 $676.6K 1.02% 18,598 SH
26 REVERB ETF VOXP 00770X253 $627.4K 0.95% 17,713 SH
27 NORWEGIAN CRUISE LINE HLDG LTD SHS NCLH G66721104 $580.4K 0.88% 26,002 SH
28 ATLANTA BRAVES HLDGS INC COM SER C BATRK 047726302 $574.3K 0.87% 14,558 SH
29 WISDOMTREE U.S. LARGECAP DIVIDEND FUND DLN 97717W307 $569.1K 0.86% 6,461 SH
30 INVESCO QQQ TRUST SERIES I QQQ 46090E103 $559.5K 0.85% 911 SH
31 ALPHABET INC CAP STK CL A GOOGL 02079K305 $538.4K 0.82% 1,720 SH
32 PALMER SQUARE CREDIT OPPORTUNITIES ETF PSQO 696930106 $537.4K 0.81% 26,056 SH
33 VANECK IG FLOATING RATE ETF FLTR 92189F486 $529.1K 0.80% 20,767 SH
34 ISHARES MSCI JAPAN ETF EWJ 46434G822 $507.6K 0.77% 6,287 SH
35 VANGUARD HIGH DIVIDEND YIELD INDEX ETF VYM 921946406 $506.5K 0.77% 3,529 SH
36 FIRST BUSEY CORP COM NEW BUSE 319383204 $493.8K 0.75% 20,757 SH
37 STATE STREET BLACKSTONE SENIOR LOAN ETF SRLN 78467V608 $475.2K 0.72% 11,513 SH
38 SUPERIOR GROUP OF CO INC COM SGC 868358102 $468.8K 0.71% 48,431 SH
39 ISHARES RUSSELL 2000 ETF IWM 464287655 $468.4K 0.71% 1,903 SH
40 MILLER INDS INC TENN COM NEW MLR 600551204 $466.6K 0.71% 12,486 SH
41 AIR LEASE CORP CL A AL 00912X302 $465.2K 0.70% 7,242 SH
42 DIMENSIONAL US SMALL CAP VALUE ETF DFSV 25434V815 $451.7K 0.68% 13,733 SH
43 ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN AB 01881G106 $437.6K 0.66% 11,373 SH
44 PROSHARES ULTRA S&P 500 SSO 74347R107 $428.6K 0.65% 7,400 SH
45 STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF SPHY 78468R606 $400.8K 0.61% 16,933 SH
46 CHORD ENERGY CORPORATION COM NEW CHRD 674215207 $338.4K 0.51% 3,650 SH
47 MICROSOFT CORP COM MSFT 594918104 $313.9K 0.48% 649 SH
48 BRINKS CO COM BCO 109696104 $269.4K 0.41% 2,308 SH
49 US VEGAN CLIMATE ETF VEGN 26922A297 $260.3K 0.39% 4,281 SH
50 VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF VCIT 92206C870 $260.0K 0.39% 3,105 SH
Filing History
Period Filed AUM Holdings Accession
2025-12-31 2026-02-06 $66.0M 307 0001910482-26-000003
2025-06-30 2025-11-17 $68.2M 304 0001910482-25-000014