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REDMONT WEALTH ADVISORS LLC
Period ended Dec 31, 2025 · Latest filing Feb 6, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Dec 31, 2025: $66,040,346
More quarters will appear as history becomes available.
Top holdings
Top 10 at Dec 31, 2025. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- INVESCO S&P 500 EQUAL WEIGHT ETF · ETF · 46137V357 · shares: $8,544,072
- PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF · ETF · 74348A467 · shares: $5,073,146
- STATE STR SPDR S&P 500 ETF TR TR UNIT · ETF · 78462F103 · shares: $3,692,394
- JPMORGAN ULTRA-SHORT INCOME ETF · ETF · 46641Q837 · shares: $3,326,900
- VANGUARD SHORT-TERM CORPORATE BOND ETF · ETF · 92206C409 · shares: $3,030,856
- DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF · ETF · 25434V203 · shares: $2,949,028
- ISHARES PREFERRED & INCOME SECURITIES ETF · ETF · 464288687 · shares: $2,181,798
- ISHARES SELECT DIVIDEND ETF · ETF · 464287168 · shares: $1,991,627
- ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF · ETF · 464288513 · shares: $1,552,168
- CURTISS WRIGHT CORP COM · Stock · 231561101 · shares: $1,216,653
Reported holdings
307 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| VANGUARD MEGA CAP VALUE ETF | ETF | 921910840 | — | 297 shares | $41,925 |
| ANNALY CAPITAL MANAGEMENT INC COM NEW | REIT | 035710839 | — | 1,804 shares | $40,337 |
| PROCTER & GAMBLE CO COM | Stock | 742718109 | — | 261 shares | $37,404 |
| COSTCO WHOLESALE CORPORATION COM | Stock | 22160K105 | — | 43 shares | $37,081 |
| GE AEROSPACE COM NEW | Stock | 369604301 | — | 120 shares | $36,964 |
| DEVON ENERGY CORP NEW COM | Stock | 25179M103 | — | 961 shares | $35,201 |
| MITSUBISHI UFJ FINL GROUP INC SPONSORED ADS | ADR | 606822104 | — | 2,173 shares | $34,464 |
| VANGUARD S&P 500 ETF | ETF | 922908363 | — | 52 shares | $32,643 |
| APPLIED MATLS INC COM | Stock | 038222105 | — | 126 shares | $32,381 |
| WALMART INC COM | Stock | 931142103 | — | 288 shares | $32,086 |
| COCA COLA CO COM | Stock | 191216100 | — | 458 shares | $32,019 |
| ATMOS ENERGY CORP COM | Stock | 049560105 | — | 191 shares | $32,017 |
| AMERIPRISE FINL INC COM | Stock | 03076C106 | — | 65 shares | $31,872 |
| SCHWAB CHARLES CORP COM | Stock | 808513105 | — | 317 shares | $31,671 |
| MARTIN MARIETTA MATLS INC COM | Stock | 573284106 | — | 50 shares | $31,133 |
| CINCINNATI FINL CORP COM | Stock | 172062101 | — | 187 shares | $30,541 |
| WELLS FARGO & CO COM | Stock | 949746101 | — | 320 shares | $29,824 |
| GENERAL DYNAMICS CORP COM | Stock | 369550108 | — | 87 shares | $29,289 |
| LAM RESEARCH CORP COM NEW | Stock | 512807306 | — | 170 shares | $29,101 |
| CORTEVA INC COM | Stock | 22052L104 | — | 430 shares | $28,823 |
| NETFLIX INC. COM | Stock | 64110L106 | — | 300 shares | $28,128 |
| BLACKSTONE INC COM | Stock | 09260D107 | — | 173 shares | $26,666 |
| ABBVIE INC COM | Stock | 00287Y109 | — | 113 shares | $25,874 |
| INTUITIVE SURGICAL INC COM NEW | Stock | 46120E602 | — | 45 shares | $25,486 |
| MORGAN STANLEY COM NEW | Stock | 617446448 | — | 142 shares | $25,209 |
| CISCO SYS INC COM | Stock | 17275R102 | — | 314 shares | $24,187 |
| MERCK & CO INC COM | Stock | 58933Y105 | — | 222 shares | $23,368 |
| AON PLC SHS CL A | Stock | G0403H108 | — | 64 shares | $22,584 |
| PHILLIPS 66 COM | Stock | 718546104 | — | 174 shares | $22,453 |
| UBS GROUP AG SHS | Stock | H42097107 | — | 475 shares | $21,997 |
| WISDOMTREE FLOATING RATE TREASURY FUND | ETF | 97717Y527 | — | 436 shares | $21,940 |
| LENNAR CORP CL A | Stock | 526057104 | — | 204 shares | $20,971 |
| INVESCO PREFERRED ETF | ETF | 46138E511 | — | 1,861 shares | $20,918 |
| HOME DEPOT INC COM | Stock | 437076102 | — | 60 shares | $20,646 |
| BLACKROCK INC COM | Stock | 09290D101 | — | 19 shares | $20,336 |
| CHEVRON CORPORATION COM | Stock | 166764100 | — | 129 shares | $19,661 |
| SHELL PLC SPON ADS | ADR | 780259305 | — | 258 shares | $18,958 |
| DANAHER CORPORATION COM | Stock | 235851102 | — | 80 shares | $18,314 |
| CHUBB LIMITED COM | Stock | H1467J104 | — | 58 shares | $18,103 |
| AMERICAN EXPRESS CO COM | Stock | 025816109 | — | 47 shares | $17,388 |
| INVESCO NASDAQ 100 ETF | ETF | 46138G649 | — | 68 shares | $17,261 |
| RPM INTL INC COM | Stock | 749685103 | — | 164 shares | $17,056 |
| ALCON AG ORD SHS | Stock | H01301128 | — | 205 shares | $16,156 |
| COTERRA ENERGY INC COM | Stock | 127097103 | — | 605 shares | $15,924 |
| AUTOMATIC DATA PROCESSING INC COM | Stock | 053015103 | — | 61 shares | $15,747 |
| INTERNATIONAL BUSINESS MACHS COM | Stock | 459200101 | — | 53 shares | $15,699 |
| FISERV INC COM | Stock | 337738108 | — | 231 shares | $15,516 |
| CORNING INC COM | Stock | 219350105 | — | 170 shares | $14,885 |
| LLOYDS BANKING GROUP PLC SPONSORED ADR | ADR | 539439109 | — | 2,771 shares | $14,686 |
| BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR | ADR | 05946K101 | — | 612 shares | $14,266 |
| MERCADOLIBRE INC COM | Stock | 58733R102 | — | 7 shares | $14,100 |
| FERRARI N V COM | Stock | N3167Y103 | — | 38 shares | $14,043 |
| SAP SE SPON ADR | ADR | 803054204 | — | 57 shares | $13,846 |
| BANCO SANTANDER SA ADR | ADR | 05964H105 | — | 1,176 shares | $13,794 |
| VANGUARD TOTAL STOCK MARKET ETF | ETF | 922908769 | — | 41 shares | $13,746 |
| NOVO-NORDISK A S ADR | ADR | 670100205 | — | 268 shares | $13,636 |
| UNILEVER PLC SPON ADR NEW | ADR | 904767803 | — | 208 shares | $13,603 |
| TJX COS INC NEW COM | Stock | 872540109 | — | 88 shares | $13,518 |
| CITIGROUP INC COM NEW | Stock | 172967424 | — | 115 shares | $13,419 |
| SPHERE ENTERTAINMENT CO CL A | Stock | 55826T102 | — | 141 shares | $13,406 |
| THERMO FISHER SCIENTIFIC INC COM | Stock | 883556102 | — | 23 shares | $13,327 |
| SALESFORCE INC COM | Stock | 79466L302 | — | 50 shares | $13,246 |
| STARBUCKS CORP COM | Stock | 855244109 | — | 157 shares | $13,221 |
| SANOFI SA SPONSORED ADR | ADR | 80105N105 | — | 271 shares | $13,133 |
| CARNIVAL CORP COMMON STOCK | Stock | 143658300 | — | 430 shares | $13,132 |
| KLA CORP COM NEW | Stock | 482480100 | — | 10 shares | $12,151 |
| AMPHENOL CORP CL A | Stock | 032095101 | — | 88 shares | $11,892 |
| FERGUSON ENTERPRISES INC COMMON STOCK NEW | Stock | 31488V107 | — | 53 shares | $11,799 |
| LOCKHEED MARTIN CORP COM | Stock | 539830109 | — | 24 shares | $11,608 |
| MCKESSON CORP COM | Stock | 58155Q103 | — | 14 shares | $11,484 |
| RELX PLC SPONSORED ADR | ADR | 759530108 | — | 281 shares | $11,358 |
| NATWEST GROUP PLC SPONS ADR | ADR | 639057207 | — | 648 shares | $11,340 |
| GE VERNOVA INC COM | Stock | 36828A101 | — | 17 shares | $11,111 |
| THE TRADE DESK INC COM CL A | Stock | 88339J105 | — | 286 shares | $10,857 |
| LOWES COS INC COM | Stock | 548661107 | — | 45 shares | $10,852 |
| ADVANCED MICRO DEVICES INC COM | Stock | 007903107 | — | 50 shares | $10,708 |
| BRISTOL-MYERS SQUIBB CO COM | Stock | 110122108 | — | 198 shares | $10,680 |
| STRYKER CORPORATION COM | Stock | 863667101 | — | 30 shares | $10,544 |
| AMGEN INC COM | Stock | 031162100 | — | 32 shares | $10,474 |
| SUMITOMO MITSUI FINL GROUP INC SPONSORED ADR | ADR | 86562M209 | — | 540 shares | $10,438 |
| SIMON PPTY GROUP INC NEW COM | REIT | 828806109 | — | 56 shares | $10,366 |
| RTX CORPORATION COM | Stock | 75513E101 | — | 54 shares | $9,904 |
| HCA HEALTHCARE INC COM | Stock | 40412C101 | — | 21 shares | $9,804 |
| TE CONNECTIVITY PLC ORD SHS | Stock | G87052109 | — | 43 shares | $9,783 |
| SONY GROUP CORP SPONSORED ADR | ADR | 835699307 | — | 380 shares | $9,728 |
| NIKE INC CL B | Stock | 654106103 | — | 148 shares | $9,429 |
| ALPHABET INC CAP STK CL C | Stock | 02079K107 | — | 30 shares | $9,414 |
| SOUTHERN CO COM | Stock | 842587107 | — | 105 shares | $9,156 |
| UBER TECHNOLOGIES INC COM | Stock | 90353T100 | — | 110 shares | $8,988 |
| JOHNSON CTLS INTL PLC SHS | Stock | G51502105 | — | 75 shares | $8,981 |
| GILEAD SCIENCES INC COM | Stock | 375558103 | — | 73 shares | $8,960 |
| INTERCONTINENTAL EXCHANGE INC COM | Stock | 45866F104 | — | 55 shares | $8,908 |
| STATE STR CORP COM | Stock | 857477103 | — | 67 shares | $8,644 |
| WELLTOWER INC COM | REIT | 95040Q104 | — | 46 shares | $8,538 |
| BP PLC SPONSORED ADR | ADR | 055622104 | — | 245 shares | $8,509 |
| ANDERSONS INC COM | Stock | 034164103 | — | 160 shares | $8,507 |
| CADENCE DESIGN SYSTEM INC COM | Stock | 127387108 | — | 27 shares | $8,440 |
| ING GROEP N.V. SPONSORED ADR | ADR | 456837103 | — | 299 shares | $8,372 |
| BHP GROUP LTD SPONSORED ADS | ADR | 088606108 | — | 135 shares | $8,150 |
| MARATHON PETE CORP COM | Stock | 56585A102 | — | 50 shares | $8,132 |