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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) |
|---|---|---|---|---|---|
| ISHARES GLOBAL REIT ETF | ETF | 46434V647 | — | 18 shares | $449 |
| USA TODAY CO INC COM | Stock | 36472T109 | — | 80 shares | $412 |
| STATE STREET ENERGY SELECT SECTOR SPDR ETF | ETF | 81369Y506 | — | 8 shares | $371 |
| SOLSTICE ADVANCED MATLS INC COM SHS | Stock | 83443Q103 | — | 5 shares | $243 |
| RESIDEO TECHNOLOGIES INC COM | Stock | 76118Y104 | — | 3 shares | $105 |
| HASBRO INC COM | Stock | 418056107 | — | 1 shares | $82 |
| NVIDIA CORPORATION COM | Stock | 67066G104 | — | 0 shares | $1 |