§ 13F · FUND PROFILE
REDMONT WEALTH ADVISORS LLC.
AUM · $72M (13F)Positions · 307Turnover · n/a · Q4Filed · Feb 6, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$790K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | 45K | $9M | 12.9% | ±0% |
| 2 | NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | 49K | $5M | 7.7% | +3% |
| 3 | SPY | STATE STR SPDR S&P 500 ETF TR TR UNIT | 5K | $4M | 5.6% | ±0% |
| 4 | JPST | JPMORGAN ULTRA-SHORT INCOME ETF | 66K | $3M | 5.0% | +80% |
| 5 | VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | 38K | $3M | 4.6% | ±0% |
| 6 | DFAI | DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | 77K | $3M | 4.5% | +13% |
| 7 | PFF | ISHARES PREFERRED & INCOME SECURITIES ETF | 70K | $2M | 3.3% | −35% |
| 8 | DVY | ISHARES SELECT DIVIDEND ETF | 14K | $2M | 3.0% | ±0% |
| 9 | HYG | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | 19K | $2M | 2.4% | +28% |
| 10 | CW | CURTISS WRIGHT CORP COM | 2K | $1M | 1.8% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE REDMONT SIGNAL
AC read
REDMONT WEALTH ADVISORS LLC is a Other fund managing $72 million in assets. The fund runs a broad portfolio of 307 positions.
Read the full dossier →