Filed: 11/7/2025ACC: 0001910482-25-000012
📋 What this filing means
REDMONT WEALTH ADVISORS LLC filed this quarterly 13F‑HR report disclosing 307 equity positions with a total reported market value of $71.79M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
307
Positions
$71.79M
Total AUM (reported)
1.39M
Total Shares
Allocation by class
ETF$44.74M62.3%
STOCK$23.11M32.2%
CEF$2.22M3.1%
REIT$1.36M1.9%
ADR$359.2K0.5%
Portfolio Concentration
Top 3$16.93M23.6%
4–10$15.59M21.7%
11–25$15.08M21.0%
Rest$24.19M33.7%
Top 3 weight
23.6%
Top 10 weight
45.3%
Voting Authority Distribution
Total shares with voting rights: 1.39M
Sole
Full voting authority
1.39M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole307
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings307
Rows:
INVESCO S&P 500 EQUAL WEIGHT ETF
SOLEShares44.48K
TypeSH
Market value$8.44M
11.75%
Sole
44.47K
Shared
0.00
None
0.00
PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF
SOLEShares47.23K
TypeSH
Market value$4.87M
6.78%
Sole
47.23K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TRUST
SOLEShares5.44K
TypeSH
Market value$3.62M
5.05%
Sole
5.44K
Shared
0.00
None
0.00
ISHARES PREFERRED & INCOME SECURITIES ETF
SOLEShares108.04K
TypeSH
Market value$3.42M
4.76%
Sole
108.04K
Shared
0.00
None
0.00
VANGUARD SHORT-TERM CORPORATE BOND ETF
SOLEShares38.18K
TypeSH
Market value$3.05M
4.25%
Sole
38.18K
Shared
0.00
None
0.00
DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
SOLEShares68.51K
TypeSH
Market value$2.49M
3.47%
Sole
68.51K
Shared
0.00
None
0.00
ISHARES SELECT DIVIDEND ETF
SOLEShares14.11K
TypeSH
Market value$2.01M
2.79%
Sole
14.11K
Shared
0.00
None
0.00
JPMORGAN ULTRA-SHORT INCOME ETF
SOLEShares36.49K
TypeSH
Market value$1.85M
2.58%
Sole
36.49K
Shared
0.00
None
0.00
CAPITAL SOUTHWEST CORP COM
SOLEShares67.88K
TypeSH
Market value$1.48M
2.07%
Sole
67.88K
Shared
0.00
None
0.00
INVESCO QQQ TRUST SERIES I
SOLEShares2.15K
TypeSH
Market value$1.29M
1.80%
Sole
2.15K
Shared
0.00
None
0.00
ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF
SOLEShares15.02K
TypeSH
Market value$1.22M
1.70%
Sole
15.02K
Shared
0.00
None
0.00
CURTISS WRIGHT CORP COM
SOLEShares2.22K
TypeSH
Market value$1.20M
1.68%
Sole
2.22K
Shared
0.00
None
0.00
AVANTIS INTERNATIONAL LARGE CAP VALUE ETF
SOLEShares17.25K
TypeSH
Market value$1.16M
1.62%
Sole
17.25K
Shared
0.00
None
0.00
ISHARES CORE MSCI EMERGING MARKETS ETF
SOLEShares17.01K
TypeSH
Market value$1.12M
1.56%
Sole
17.01K
Shared
0.00
None
0.00
AVANTIS U.S. SMALL CAP VALUE ETF
SOLEShares11.13K
TypeSH
Market value$1.11M
1.54%
Sole
11.13K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL CL B NEW
SOLEShares2.06K
TypeSH
Market value$1.04M
1.45%
Sole
2.06K
Shared
0.00
None
0.00
MILLROSE PPTYS INC COM CL A
SOLEShares30.84K
TypeSH
Market value$1.04M
1.44%
Sole
30.84K
Shared
0.00
None
0.00
EZCORP INC CL A NON VTG
SOLEShares52.44K
TypeSH
Market value$998.4K
1.39%
Sole
52.44K
Shared
0.00
None
0.00
NORTHRIM BANCORP INC COM
SOLEShares43.95K
TypeSH
Market value$952.0K
1.33%
Sole
43.95K
Shared
0.00
None
0.00
SLM CORP COM
SOLEShares34.34K
TypeSH
Market value$950.7K
1.32%
Sole
34.34K
Shared
0.00
None
0.00
JEFFERIES FINL GROUP INC COM
SOLEShares14.50K
TypeSH
Market value$948.5K
1.32%
Sole
14.50K
Shared
0.00
None
0.00
PITNEY BOWES INC COM
SOLEShares76.55K
TypeSH
Market value$873.4K
1.22%
Sole
76.55K
Shared
0.00
None
0.00
VANECK IG FLOATING RATE ETF
SOLEShares32.95K
TypeSH
Market value$842.5K
1.17%
Sole
32.95K
Shared
0.00
None
0.00
PATRICK INDS INC COM
SOLEShares8K
TypeSH
Market value$827.6K
1.15%
Sole
8K
Shared
0.00
None
0.00
MIDDLEFIELD BANC CORP COM NEW
SOLEShares26.47K
TypeSH
Market value$794.2K
1.11%
Sole
26.47K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
INVESCO S&P 500 EQUAL WEIGHT ETFSOLE | ETF | 44.48K | SH | $8.44M 11.75% | 44.47K | 0.00 | 0.00 |
PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETFSOLE | ETF | 47.23K | SH | $4.87M 6.78% | 47.23K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRUSTSOLE | ETF | 5.44K | SH | $3.62M 5.05% | 5.44K | 0.00 | 0.00 |
ISHARES PREFERRED & INCOME SECURITIES ETFSOLE | ETF | 108.04K | SH | $3.42M 4.76% | 108.04K | 0.00 | 0.00 |
VANGUARD SHORT-TERM CORPORATE BOND ETFSOLE | ETF | 38.18K | SH | $3.05M 4.25% | 38.18K | 0.00 | 0.00 |
DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETFSOLE | ETF | 68.51K | SH | $2.49M 3.47% | 68.51K | 0.00 | 0.00 |
ISHARES SELECT DIVIDEND ETFSOLE | ETF | 14.11K | SH | $2.01M 2.79% | 14.11K | 0.00 | 0.00 |
JPMORGAN ULTRA-SHORT INCOME ETFSOLE | ETF | 36.49K | SH | $1.85M 2.58% | 36.49K | 0.00 | 0.00 |
CAPITAL SOUTHWEST CORP COMSOLE | CEF | 67.88K | SH | $1.48M 2.07% | 67.88K | 0.00 | 0.00 |
INVESCO QQQ TRUST SERIES ISOLE | ETF | 2.15K | SH | $1.29M 1.80% | 2.15K | 0.00 | 0.00 |
ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETFSOLE | ETF | 15.02K | SH | $1.22M 1.70% | 15.02K | 0.00 | 0.00 |
CURTISS WRIGHT CORP COMSOLE | Stock | 2.22K | SH | $1.20M 1.68% | 2.22K | 0.00 | 0.00 |
AVANTIS INTERNATIONAL LARGE CAP VALUE ETFSOLE | ETF | 17.25K | SH | $1.16M 1.62% | 17.25K | 0.00 | 0.00 |
ISHARES CORE MSCI EMERGING MARKETS ETFSOLE | ETF | 17.01K | SH | $1.12M 1.56% | 17.01K | 0.00 | 0.00 |
AVANTIS U.S. SMALL CAP VALUE ETFSOLE | ETF | 11.13K | SH | $1.11M 1.54% | 11.13K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DEL CL B NEWSOLE | Stock | 2.06K | SH | $1.04M 1.45% | 2.06K | 0.00 | 0.00 |
MILLROSE PPTYS INC COM CL ASOLE | reit | 30.84K | SH | $1.04M 1.44% | 30.84K | 0.00 | 0.00 |
EZCORP INC CL A NON VTGSOLE | Stock | 52.44K | SH | $998.4K 1.39% | 52.44K | 0.00 | 0.00 |
NORTHRIM BANCORP INC COMSOLE | Stock | 43.95K | SH | $952.0K 1.33% | 43.95K | 0.00 | 0.00 |
SLM CORP COMSOLE | Stock | 34.34K | SH | $950.7K 1.32% | 34.34K | 0.00 | 0.00 |
JEFFERIES FINL GROUP INC COMSOLE | Stock | 14.50K | SH | $948.5K 1.32% | 14.50K | 0.00 | 0.00 |
PITNEY BOWES INC COMSOLE | Stock | 76.55K | SH | $873.4K 1.22% | 76.55K | 0.00 | 0.00 |
VANECK IG FLOATING RATE ETFSOLE | ETF | 32.95K | SH | $842.5K 1.17% | 32.95K | 0.00 | 0.00 |
PATRICK INDS INC COMSOLE | Stock | 8K | SH | $827.6K 1.15% | 8K | 0.00 | 0.00 |
MIDDLEFIELD BANC CORP COM NEWSOLE | Stock | 26.47K | SH | $794.2K 1.11% | 26.47K | 0.00 | 0.00 |
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