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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
  1. INVESCO S&P 500 EQUAL WEIGHT ETF · ETF · 46137V357 · shares: $8,544,072
  2. PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF · ETF · 74348A467 · shares: $5,073,146
  3. STATE STR SPDR S&P 500 ETF TR TR UNIT · ETF · 78462F103 · shares: $3,692,394
  4. JPMORGAN ULTRA-SHORT INCOME ETF · ETF · 46641Q837 · shares: $3,326,900
  5. VANGUARD SHORT-TERM CORPORATE BOND ETF · ETF · 92206C409 · shares: $3,030,856
  6. DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF · ETF · 25434V203 · shares: $2,949,028
  7. ISHARES PREFERRED & INCOME SECURITIES ETF · ETF · 464288687 · shares: $2,181,798
  8. ISHARES SELECT DIVIDEND ETF · ETF · 464287168 · shares: $1,991,627
  9. ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF · ETF · 464288513 · shares: $1,552,168
  10. CURTISS WRIGHT CORP COM · Stock · 231561101 · shares: $1,216,653

Reported holdings

307 reported entries
IssuerClassCUSIPTypeShares / principalReported value (USD)
UNITED RENTALS INC COMStock911363109 — 10 shares $8,093
PROLOGIS INC. COMREIT74340W103 — 63 shares $8,043
TRANE TECHNOLOGIES PLC SHSStockG8994E103 — 20 shares $7,784
PROGRESSIVE CORP COMStock743315103 — 34 shares $7,742
STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETFETF78464A508 — 135 shares $7,669
SERVICENOW INC COMStock81762P102 — 50 shares $7,660
CUMMINS INC COMStock231021106 — 15 shares $7,657
STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETFETF78464A474 — 252 shares $7,610
CAPITAL SOUTHWEST CORP COMCEF140501107 — 335 shares $7,420
NVR INC COMStock62944T105 — 1 shares $7,293
MARRIOTT INTL INC NEW CL AStock571903202 — 23 shares $7,136
CROWDSTRIKE HLDGS INC CL AStock22788C105 — 15 shares $7,031
NORTHROP GRUMMAN CORP COMStock666807102 — 12 shares $6,843
OREILLY AUTOMOTIVE INC COMStock67103H107 — 75 shares $6,841
VERTEX PHARMACEUTICALS INC COMStock92532F100 — 15 shares $6,800
IDEXX LABS INC COMStock45168D104 — 10 shares $6,765
CARRIER GLOBAL CORPORATION COMStock14448C104 — 128 shares $6,764
CENCORA INC COMStock03073E105 — 20 shares $6,755
DIMENSIONAL U.S. CORE EQUITY 2 ETFETF25434V708 — 169 shares $6,691
DEERE & CO COMStock244199105 — 14 shares $6,518
UNITED AIRLS HLDGS INC COMStock910047109 — 58 shares $6,486
AMERICAN INTL GROUP INC COM NEWStock026874784 — 75 shares $6,416
ISHARES U.S. DIGITAL INFRASTRUCTURE AND REAL ESTATE ETFETF464287531 — 75 shares $6,375
HILTON WORLDWIDE HLDGS INC COMStock43300A203 — 22 shares $6,320
ISHARES JPX-NIKKEI 400 ETFETF464287382 — 73 shares $6,312
EBAY INC. COMStock278642103 — 71 shares $6,184
MARSH & MCLENNAN COS INC COMStock571748102 — 33 shares $6,122
T-MOBILE US INC COMStock872590104 — 30 shares $6,091
CONOCOPHILLIPS COMStock20825C104 — 65 shares $6,085
TOTALENERGIES SE ACTStockF92124100 — 90 shares $5,888
KROGER CO COMStock501044101 — 92 shares $5,748
MSCI INC COMStock55354G100 — 10 shares $5,737
KKR & CO INC COMStock48251W104 — 44 shares $5,609
METLIFE INC COMStock59156R108 — 71 shares $5,605
INTEL CORP COMStock458140100 — 148 shares $5,461
DRAFTKINGS INC NEW COM CL AStock26142V105 — 158 shares $5,445
WORKDAY INC CL AStock98138H101 — 25 shares $5,370
MASTERCRAFT BOAT HLDGS INC COMStock57637H103 — 279 shares $5,276
S&P GLOBAL INC COMStock78409V104 — 10 shares $5,226
FREEPORT-MCMORAN INC CL BStock35671D857 — 102 shares $5,181
GRUPO FINANCIERO GALICIA S.A. SPONSORED ADRADR399909100 — 96 shares $5,178
HONDA MOTOR LTD ADR ECH CNV IN 3ADR438128308 — 174 shares $5,130
KIMBERLY-CLARK CORP COMStock494368103 — 50 shares $5,045
WW GRAINGER INC COMStock384802104 — 5 shares $5,045
D R HORTON INC COMStock23331A109 — 35 shares $5,041
RICHARDSON ELECTRS LTD COMStock763165107 — 450 shares $4,896
ROSS STORES INC COMStock778296103 — 25 shares $4,504
CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETFETF14019W109 — 148 shares $4,373
TRAVELERS COMPANIES INC COMStock89417E109 — 15 shares $4,351
SCHWAB US DIVIDEND EQUITY ETFETF808524797 — 158 shares $4,324
VULCAN MATLS CO COMStock929160109 — 15 shares $4,278
VANGUARD MEGA CAP GROWTH ETFETF921910816 — 10 shares $4,128
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADRADR03524A108 — 64 shares $4,099
EOG RES INC COMStock26875P101 — 39 shares $4,095
U HAUL HOLDING COMPANY COMStock023586100 — 81 shares $4,083
PACCAR INC COMStock693718108 — 37 shares $4,052
EQUINOR ASA SPONSORED ADRADR29446M102 — 171 shares $4,041
HUBSPOT INC COMStock443573100 — 10 shares $4,013
ISHARES MSCI EAFE VALUE ETFETF464288877 — 55 shares $3,928
HONEYWELL INTL INC COMStock438516106 — 20 shares $3,902
GALLAGHER ARTHUR J & CO COMStock363576109 — 15 shares $3,882
CONSOLIDATED EDISON INC COMStock209115104 — 39 shares $3,873
3M CO COMStock88579Y101 — 24 shares $3,842
SLB LIMITED COM STKStock806857108 — 100 shares $3,838
ISHARES 0-5 YEAR TIPS BOND ETFETF46429B747 — 37 shares $3,788
OLD DOMINION FREIGHT LINE INC COMStock679580100 — 24 shares $3,763
ISHARES U.S. SMALLCAP EQUITY FACTOR ETFETF46434V290 — 50 shares $3,744
CHIPOTLE MEXICAN GRILL INC COMStock169656105 — 100 shares $3,700
ANALOG DEVICES INC COMStock032654105 — 13 shares $3,526
AMERICAN TOWER CORP COMREIT03027X100 — 20 shares $3,511
WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUNDETF97717W760 — 42 shares $3,402
WOODSIDE ENERGY GROUP LTD SPONSORED ADRADR980228308 — 217 shares $3,383
DIMENSIONAL GLOBAL REAL ESTATE ETFETF25434V658 — 128 shares $3,382
NOVARTIS AG SPONSORED ADRADR66987V109 — 24 shares $3,309
BANK AMERICA CORP COMStock060505104 — 60 shares $3,302
TEXTRON INC COMStock883203101 — 37 shares $3,225
PEPSICO INC COMStock713448108 — 22 shares $3,157
COMCAST CORP NEW CL AStock20030N101 — 104 shares $3,109
QNITY ELECTRONICS INC COMMON STOCKStock74743L100 — 37 shares $3,021
DUPONT DE NEMOURS INC COMStock26614N102 — 75 shares $3,015
ENBRIDGE INC COMStock29250N105 — 63 shares $3,013
VANGUARD FTSE ALL-WORLD EX-US INDEX FUNDETF922042775 — 40 shares $2,942
BECTON DICKINSON & CO COMStock075887109 — 15 shares $2,911
STATE STREET ULTRA SHORT TERM BOND ETFETF78467V707 — 68 shares $2,754
JPMORGAN EQUITY PREMIUM INCOME ETFETF46641Q332 — 42 shares $2,404
LYONDELLBASELL INDUSTRIES N V SHS - A -StockN53745100 — 47 shares $2,035
GE HEALTHCARE TECHNOLOGIES INC COMMON STOCKStock36266G107 — 23 shares $1,886
OTIS WORLDWIDE CORP COMStock68902V107 — 19 shares $1,660
OMNICOM GROUP INC COMStock681919106 — 20 shares $1,615
CARMAX INC COMStock143130102 — 40 shares $1,546
WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUNDETF97717W281 — 15 shares $859
VANGUARD FTSE EMERGING MARKETS ETFETF922042858 — 15 shares $806
VANGUARD SMALL-CAP ETFETF922908751 — 3 shares $774
MAGNUM ICE CREAM CO NV ORD SHSStockN5505D105 — 46 shares $729
APARTMENT INVT & MGMT CO CL AREIT03748R747 — 112 shares $665
STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETFETF78464A805 — 8 shares $660
SPDR S&P INTERNATIONAL SMALL CAP ETFETF78463X871 — 15 shares $613
WISDOMTREE U.S. SMALLCAP DIVIDEND FUNDETF97717W604 — 17 shares $569
STATE STREET FINANCIAL SELECT SECTOR SPDR ETFETF81369Y605 — 10 shares $564
SCHWAB U.S. BROAD MARKET ETFETF808524102 — 19 shares $496