REDMONT WEALTH ADVISORS LLC
•CIK: 1910482•Filing: Q4 2025
**REDMONT WEALTH ADVISORS LLC** manages $66M across a diversified portfolio of 306 positions. The fund exhibits notable allocations to broad market exposure, highlighted by top holdings in RSP ($8.5M) and SPY ($3.7M). Further concentration is visible in dividend-focused and sector-specific plays, including NOBL ($5.1M) and VCSH ($3.0M). This structure suggests a tactical approach balancing core market indices with income-generating assets.
Total AUM
$66.0M
QoQ Performance
-4.2%
Positions
306
Top 10 Concentration
51.2%
Latest Filing
Q4 2025
Top Holdings Allocation
RSP
NOBL
SPY
JPST
RSP12.9%
NOBL7.7%
SPY5.6%
JPST5.0%
VCSH4.6%
DFAI4.5%
PFF3.3%
DVY3.0%
📈 Biggest Buys
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
+415.6%
5.0% of portfolio
NRIM
NORTHRIM BANCORP INC COM
+298.2%
1.8% of portfolio
GT
GOODYEAR TIRE & RUBR CO COM
NEW
1.0% of portfolio
DFAI
DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
+15.2%
4.5% of portfolio
HYG
ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF
+27.3%
2.4% of portfolio
📉 Biggest Sells
Sector Breakdown
Other86.4%
ETF5.7%
Financial3.5%
Technology2.4%
Healthcare0.5%
Communication0.4%
Consumer0.3%
Utilities0.3%
🚪 Exited Positionssold since Q3 2025
+110 more exited positions
Changes from Q3 2025
NEW4 new positions
↑31 increased
↓45 decreased
Historical Filings
Q4 2025Q3 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023