Redmont Wealth Advisors LLC 13F Holdings · last filed Q4 2025
Redmont Wealth Advisors LLC reported 307 securities worth $66.04M in its SEC 13F filing for Q4 2025 (period ended 2025-12-31). Top holdings: RSP (12.94%), NOBL (7.68%), SPY (5.59%). Among its top 25 positions this quarter: 1 new, 9 added, 12 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $8.5M | 12.94% | 44,603 | Added |
| 2 | NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | $5.1M | 7.68% | 48,747 | Added |
| 3 | SPY | STATE STR SPDR S&P 500 ETF TR TR UNIT | $3.7M | 5.59% | 5,415 | Trimmed |
| 4 | JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $3.3M | 5.04% | 65,762 | Added |
| 5 | VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | $3.0M | 4.59% | 38,014 | Trimmed |
| 6 | DFAI | DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | $2.9M | 4.47% | 77,382 | Added |
| 7 | PFF | ISHARES PREFERRED & INCOME SECURITIES ETF | $2.2M | 3.30% | 70,472 | Trimmed |
| 8 | DVY | ISHARES SELECT DIVIDEND ETF | $2.0M | 3.02% | 14,111 | Hold |
| 9 | HYG | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | $1.6M | 2.35% | 19,251 | Added |
| 10 | CW | CURTISS WRIGHT CORP COM | $1.2M | 1.84% | 2,207 | Trimmed |
| 11 | AVIV | AVANTIS INTERNATIONAL LARGE CAP VALUE ETF | $1.2M | 1.83% | 16,978 | Trimmed |
| 12 | NRIM | NORTHRIM BANCORP INC COM | $1.2M | 1.76% | 43,752 | Trimmed |
| 13 | IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $1.1M | 1.73% | 17,008 | Hold |
| 14 | AVUV | AVANTIS U.S. SMALL CAP VALUE ETF | $1.1M | 1.72% | 11,134 | Added |
| 15 | EZPW | EZCORP INC CL A NON VTG | $1.0M | 1.54% | 52,227 | Trimmed |
| 16 | SLM | SLM CORP COM | $929,376 | 1.41% | 34,345 | Hold |
| 17 | JEF | JEFFERIES FINL GROUP INC COM | $919,139 | 1.39% | 14,832 | Added |
| 18 | MBCN | MIDDLEFIELD BANC CORP COM NEW | $911,027 | 1.38% | 26,376 | Trimmed |
| 19 | MRP | MILLROSE PPTYS INC COM CL A | $903,418 | 1.37% | 30,245 | Trimmed |
| 20 | BRKB | BERKSHIRE HATHAWAY INC DEL CL B NEW | $827,865 | 1.25% | 1,647 | Trimmed |
| 21 | PBI | PITNEY BOWES INC COM | $809,377 | 1.23% | 76,573 | Added |
| 22 | PATK | PATRICK INDS INC COM | $792,732 | 1.20% | 7,311 | Trimmed |
| 23 | FSTR | FOSTER L B CO COM | $738,969 | 1.12% | 27,420 | Added |
| 24 | GT | GOODYEAR TIRE & RUBR CO COM | $680,372 | 1.03% | 77,668 | New |
| 25 | ALCO | ALICO INC COM | $676,595 | 1.02% | 18,598 | Trimmed |
Source: SEC Form 13F filings · as of 2025-12-31
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR