Filed: 11/17/2025ACC: 0001910482-25-000014
📋 What this filing means
REDMONT WEALTH ADVISORS LLC filed this quarterly 13F‑HR report disclosing 304 equity positions with a total reported market value of $68.16M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
304
Positions
$68.16M
Total AUM (reported)
1.30M
Total Shares
Allocation by class
ETF$41.91M61.5%
STOCK$22.48M33.0%
CEF$2.22M3.3%
REIT$1.20M1.8%
ADR$343.2K0.5%
Portfolio Concentration
Top 3$17.02M25.0%
4–10$14.50M21.3%
11–25$13.96M20.5%
Rest$22.67M33.3%
Top 3 weight
25.0%
Top 10 weight
46.2%
Voting Authority Distribution
Total shares with voting rights: 1.30M
Sole
Full voting authority
1.30M
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)
Sole304
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings304
Rows:
INVESCO S&P 500 EQUAL WEIGHT ETF
SOLEShares47.67K
TypeSH
Market value$8.66M
12.71%
Sole
47.67K
Shared
0.00
None
0.00
PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF
SOLEShares47.15K
TypeSH
Market value$4.75M
6.97%
Sole
47.15K
Shared
0.00
None
0.00
ISHARES PREFERRED & INCOME SECURITIES ETF
SOLEShares117.52K
TypeSH
Market value$3.61M
5.29%
Sole
117.52K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TRUST
SOLEShares5.39K
TypeSH
Market value$3.33M
4.89%
Sole
5.39K
Shared
0.00
None
0.00
VANGUARD SHORT-TERM CORPORATE BOND ETF
SOLEShares38.18K
TypeSH
Market value$3.04M
4.45%
Sole
38.18K
Shared
0.00
None
0.00
DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
SOLEShares67.16K
TypeSH
Market value$2.32M
3.41%
Sole
67.16K
Shared
0.00
None
0.00
ISHARES SELECT DIVIDEND ETF
SOLEShares14.11K
TypeSH
Market value$1.87M
2.75%
Sole
14.11K
Shared
0.00
None
0.00
CAPITAL SOUTHWEST CORP COM
SOLEShares67.86K
TypeSH
Market value$1.50M
2.19%
Sole
67.86K
Shared
0.00
None
0.00
CURTISS WRIGHT CORP COM
SOLEShares2.50K
TypeSH
Market value$1.22M
1.79%
Sole
2.50K
Shared
0.00
None
0.00
ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF
SOLEShares15.12K
TypeSH
Market value$1.22M
1.79%
Sole
15.12K
Shared
0.00
None
0.00
INVESCO QQQ TRUST SERIES I
SOLEShares2.19K
TypeSH
Market value$1.21M
1.77%
Sole
2.19K
Shared
0.00
None
0.00
SLM CORP COM
SOLEShares34.34K
TypeSH
Market value$1.13M
1.65%
Sole
34.34K
Shared
0.00
None
0.00
AVANTIS INTERNATIONAL LARGE CAP VALUE ETF
SOLEShares17.24K
TypeSH
Market value$1.07M
1.57%
Sole
17.24K
Shared
0.00
None
0.00
NORTHRIM BANCORP INC COM
SOLEShares10.99K
TypeSH
Market value$1.02M
1.50%
Sole
10.99K
Shared
0.00
None
0.00
ISHARES CORE MSCI EMERGING MARKETS ETF
SOLEShares17.01K
TypeSH
Market value$1.02M
1.50%
Sole
17.01K
Shared
0.00
None
0.00
AVANTIS U.S. SMALL CAP VALUE ETF
SOLEShares11.13K
TypeSH
Market value$1.01M
1.49%
Sole
11.13K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL CL B NEW
SOLEShares2.05K
TypeSH
Market value$996.3K
1.46%
Sole
2.05K
Shared
0.00
None
0.00
VANGUARD HIGH DIVIDEND YIELD INDEX ETF
SOLEShares7.44K
TypeSH
Market value$991.4K
1.45%
Sole
7.44K
Shared
0.00
None
0.00
MILLROSE PPTYS INC COM CL A
SOLEShares31.25K
TypeSH
Market value$890.9K
1.31%
Sole
31.25K
Shared
0.00
None
0.00
PITNEY BOWES INC COM
SOLEShares76.55K
TypeSH
Market value$835.1K
1.23%
Sole
76.55K
Shared
0.00
None
0.00
JEFFERIES FINL GROUP INC COM
SOLEShares15.24K
TypeSH
Market value$833.5K
1.22%
Sole
15.24K
Shared
0.00
None
0.00
MIDDLEFIELD BANC CORP COM NEW
SOLEShares26.47K
TypeSH
Market value$797.0K
1.17%
Sole
26.47K
Shared
0.00
None
0.00
PATRICK INDS INC COM
SOLEShares8K
TypeSH
Market value$738.3K
1.08%
Sole
8K
Shared
0.00
None
0.00
EZCORP INC CL A NON VTG
SOLEShares51.73K
TypeSH
Market value$718.1K
1.05%
Sole
51.73K
Shared
0.00
None
0.00
AIR LEASE CORP CL A
SOLEShares11.89K
TypeSH
Market value$695.2K
1.02%
Sole
11.89K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
INVESCO S&P 500 EQUAL WEIGHT ETFSOLE | ETF | 47.67K | SH | $8.66M 12.71% | 47.67K | 0.00 | 0.00 |
PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETFSOLE | ETF | 47.15K | SH | $4.75M 6.97% | 47.15K | 0.00 | 0.00 |
ISHARES PREFERRED & INCOME SECURITIES ETFSOLE | ETF | 117.52K | SH | $3.61M 5.29% | 117.52K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRUSTSOLE | ETF | 5.39K | SH | $3.33M 4.89% | 5.39K | 0.00 | 0.00 |
VANGUARD SHORT-TERM CORPORATE BOND ETFSOLE | ETF | 38.18K | SH | $3.04M 4.45% | 38.18K | 0.00 | 0.00 |
DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETFSOLE | ETF | 67.16K | SH | $2.32M 3.41% | 67.16K | 0.00 | 0.00 |
ISHARES SELECT DIVIDEND ETFSOLE | ETF | 14.11K | SH | $1.87M 2.75% | 14.11K | 0.00 | 0.00 |
CAPITAL SOUTHWEST CORP COMSOLE | CEF | 67.86K | SH | $1.50M 2.19% | 67.86K | 0.00 | 0.00 |
CURTISS WRIGHT CORP COMSOLE | Stock | 2.50K | SH | $1.22M 1.79% | 2.50K | 0.00 | 0.00 |
ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETFSOLE | ETF | 15.12K | SH | $1.22M 1.79% | 15.12K | 0.00 | 0.00 |
INVESCO QQQ TRUST SERIES ISOLE | ETF | 2.19K | SH | $1.21M 1.77% | 2.19K | 0.00 | 0.00 |
SLM CORP COMSOLE | Stock | 34.34K | SH | $1.13M 1.65% | 34.34K | 0.00 | 0.00 |
AVANTIS INTERNATIONAL LARGE CAP VALUE ETFSOLE | ETF | 17.24K | SH | $1.07M 1.57% | 17.24K | 0.00 | 0.00 |
NORTHRIM BANCORP INC COMSOLE | Stock | 10.99K | SH | $1.02M 1.50% | 10.99K | 0.00 | 0.00 |
ISHARES CORE MSCI EMERGING MARKETS ETFSOLE | ETF | 17.01K | SH | $1.02M 1.50% | 17.01K | 0.00 | 0.00 |
AVANTIS U.S. SMALL CAP VALUE ETFSOLE | ETF | 11.13K | SH | $1.01M 1.49% | 11.13K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DEL CL B NEWSOLE | Stock | 2.05K | SH | $996.3K 1.46% | 2.05K | 0.00 | 0.00 |
VANGUARD HIGH DIVIDEND YIELD INDEX ETFSOLE | ETF | 7.44K | SH | $991.4K 1.45% | 7.44K | 0.00 | 0.00 |
MILLROSE PPTYS INC COM CL ASOLE | reit | 31.25K | SH | $890.9K 1.31% | 31.25K | 0.00 | 0.00 |
PITNEY BOWES INC COMSOLE | Stock | 76.55K | SH | $835.1K 1.23% | 76.55K | 0.00 | 0.00 |
JEFFERIES FINL GROUP INC COMSOLE | Stock | 15.24K | SH | $833.5K 1.22% | 15.24K | 0.00 | 0.00 |
MIDDLEFIELD BANC CORP COM NEWSOLE | Stock | 26.47K | SH | $797.0K 1.17% | 26.47K | 0.00 | 0.00 |
PATRICK INDS INC COMSOLE | Stock | 8K | SH | $738.3K 1.08% | 8K | 0.00 | 0.00 |
EZCORP INC CL A NON VTGSOLE | Stock | 51.73K | SH | $718.1K 1.05% | 51.73K | 0.00 | 0.00 |
AIR LEASE CORP CL ASOLE | Stock | 11.89K | SH | $695.2K 1.02% | 11.89K | 0.00 | 0.00 |
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