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REDMONT WEALTH ADVISORS LLC — 13F Holdings & Portfolio

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

Backtest portfolio

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

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • JPMORGAN ULTRA-SHORT INCOME ETF$2.7M +414.7%
  • DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF$627.4K +27.0%
  • STATE STR SPDR S&P 500 ETF TR TR UNIT$361.6K +10.9%
  • ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF$332.9K +27.3%
  • PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF$325.3K +6.9%
Show all 143 →

Top Trims

  • CAPITAL SOUTHWEST CORP COM-$1.5M -99.5%
  • ISHARES PREFERRED & INCOME SECURITIES ETF-$1.4M -39.5%
  • INVESCO QQQ TRUST SERIES I-$650.1K -53.7%
  • COLUMBIA EM CORE EX-CHINA ETF-$599.7K -91.3%
  • BANK OZK LITTLE ROCK ARK COM-$579.0K -87.8%
Show all 94 →

New Positions

  • GOODYEAR TIRE & RUBR CO COM$680.4K
  • PALMER SQUARE CREDIT OPPORTUNITIES ETF$537.4K
  • ISHARES U.S. TREASURY BOND ETF$91.1K
  • STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF$65.9K
  • ASTRAZENECA PLC ORD$64.2K
Show all 18 →

Exited Positions

  • FIFTH THIRD BANCORP COM$346.6K
  • BLUE OWL CAPITAL CORPORATION COM$95.8K
  • ADOBE INC COM$66.2K
  • ACCENTURE PLC IRELAND SHS CLASS A$58.6K
  • ASTRAZENECA PLC SPONSORED ADR$48.8K
Show all 15 →
All Holdings

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