REDMONT WEALTH ADVISORS LLC
Filing Date
Global Rank
#8,489
/ 8,818
▼ 732
· as of Dec 2025
Top Industry
Credit Services
11.2%
3Y Alpha vs SPY
-3.0%
Period ended 8 months ago
Filed Feb 6, 2026 · 7mo
17 quarters · since Dec 2021
Clone Performance
Sep 2023–Jul 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+56.9%
SPY
+68.5%
Annualised alpha
-3.0%
Max drawdown
−16.1%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends. Captured split ratios restate closes onto one basis; only an unusable ratio can exclude earlier closes for that listing. It tracks 100% of reported value on average across 11 quarters.REDMONT WEALTH ADVISORS LLC has stopped filing, so the simulation ends in Jul 2026 — where its last reported portfolio went stale — rather than trading that portfolio forward to today. Past performance does not predict future results.
Portfolio Concentration
264 tracked positions · as of Dec 31, 2025 · Δ vs Sep 30, 2025Top Position
14.7%
+1.2 pts
Top 5
44.3%
+2.3 pts
Top 10
61.4%
+5.5 pts
HHI
568
Diversified+51
Portfolio Trend
17 quarters · across all stocks
Sector Breakdown
As of Dec 31, 2025| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 67.0% | $41,415,555 |
| Financial Services | 11.7% | $7,219,982 |
| Industrials | 5.6% | $3,462,848 |
| Consumer Cyclical | 5.2% | $3,226,982 |
| Communication Services | 2.8% | $1,703,209 |
| Technology | 2.0% | $1,267,421 |
| Real Estate | 1.7% | $1,025,439 |
| Consumer Defensive | 1.7% | $1,024,184 |
| Healthcare | 1.0% | $615,116 |
| Energy | 0.9% | $536,840 |
| Utilities | 0.3% | $202,927 |
| Basic Materials | 0.2% | $146,385 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
20 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BBAG | JPMorgan BetaBuilders U.S. Aggregate Bond ETF | +29,315 | 65,804 | $3,329,303 | |
| DCOR | Dimensional US Core Equity 1 ETF | +9,477 | 95,572 | $3,632,855 | |
| BWX | State Street SPDR Bloomberg International Treasury Bond ETF | +8,504 | 20,773 | $628,127 | |
| ALLW | SSGA Active Trust State Street Bridgewater All Weather ETF | +3,760 | 20,431 | $729,589 | |
| ANEW | ProShares MSCI Transformational Changes ETF | +3,699 | 7,400 | $428,608 | |
| EFU | ProShares Trust UltraShort MSCI EAFE | +1,519 | 48,747 | $2,536,550 | |
| TSLX | Sixth Street Specialty Lending, Inc. | +1,310 | 4,776 | $103,734 | |
| BATRA | Atlanta Braves Holdings, Inc. | +990 | 14,558 | $574,313 | |
| MLR | Miller Industries Inc /Tn/ | +739 | 12,486 | $466,601 | |
| NCLH | Norwegian Cruise Line Holdings Ltd. | +631 | 26,002 | $580,364 | |
| JEF | Jefferies Financial Group Inc. | +333 | 14,832 | $919,139 | |
| NFLX | Netflix Inc | +270 | 300 | $28,128 | |
| BUSE | First Busey Corp /Nv/ | +156 | 20,757 | $493,809 | |
| ETN | Eaton Corp plc | +141 | 247 | $78,671 | |
| VB | Vanguard Morningstar Small-Cap ETF | +44 | 371 | $67,081 | |
| NOW | ServiceNow, Inc. | +40 | 50 | $7,659 | |
| PBI | Pitney Bowes Inc /De/ | +27 | 76,573 | $809,376 | |
| FSTR | Foster L B Co | +26 | 27,420 | $738,969 | |
| FNDA | Schwab Fundamental U.S. Small Company ETF | +1 | 177 | $4,831 | |
| RACE | Ferrari N.V. | +1 | 38 | $14,043 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| CSWC | Capital Southwest Corp | −67,541 | 335 | $7,420 | |
| AAXJ | iShares MSCI All Country Asia ex Japan ETF | −43,234 | 129,962 | $7,602,075 | |
| MCFT | MasterCraft Boat Holdings, Inc. | −27,516 | 279 | $5,275 | |
| LAND | GLADSTONE LAND Corp | −20,123 | 5,526 | $50,562 | |
| INCO | Columbia India Consumer ETF | −17,727 | 1,495 | $57,348 | |
| AFK | VanEck Africa Index ETF | −12,183 | 20,767 | $529,143 | |
| OZK | Bank OZK | −12,072 | 1,748 | $80,442 | |
| SGC | Superior Group Of Companies, Inc. | −9,700 | 48,431 | $468,812 | |
| MFIC | MidCap Financial Investment Corp | −7,480 | 5,574 | $63,766 | |
| VZ | Verizon Communications Inc | −6,580 | 3,425 | $139,500 | |
| ARCC | Ares Capital Corp | −6,098 | 5,174 | $104,670 | |
| UHAL | U-Haul Holding Co /NV/ | −5,773 | 81 | $4,083 | |
| — | −4,644 | 7,242 | $0 | ||
| BCO | Brinks Co | −1,942 | 2,308 | $269,412 | |
| JNJ | Johnson & Johnson | −1,450 | 602 | $124,583 | |
| XLBI | State Street Materials Select Sector SPDR Premium Income ETF | −1,387 | 8 | $357 | |
| QQQ | Invesco Qqq Trust, Series 1 | −1,243 | 911 | $559,636 | |
| NLY | Annaly Capital Management Inc | −1,133 | 1,804 | $40,337 | |
| ABI | VictoryShares Pioneer Asset-Based Income ETF | −892 | 54,036 | $9,101,456 | |
| PATK | Patrick Industries Inc | −691 | 7,311 | $792,731 | |
| MRP | Millrose Properties, Inc. | −597 | 30,245 | $903,418 | |
| MSFT | Microsoft Corp | −434 | 649 | $313,869 | |
| BRK-B | Berkshire Hathaway Inc | −417 | 1,647 | $827,864 | |
| DVN | Devon Energy Corp/De | −314 | 961 | $35,201 | |
| BNDW | Vanguard Total World Bond ETF | −288 | 41,864 | $3,348,740 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
8 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| GT | Goodyear Tire & Rubber Co /Oh/ | 77,668 | $680,371 | |
| AZN | Astrazeneca PLC | 698 | $64,167 | |
| MELI | Mercadolibre Inc | 7 | $14,099 | |
| DKNG | DraftKings Inc. | 158 | $5,444 | |
| Q | Qnity Electronics, Inc. | 37 | $3,021 | |
| MICC | Magnum Ice Cream Co N.V. | 46 | $729 | |
| TDAY | USA TODAY Co., Inc. | 80 | $412 | |
| SOLS | Solstice Advanced Materials Inc. | 5 | $242 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
9 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| NVDA | Nvidia Corp | 2,410 | $449,657 | |
| FITB | Fifth Third Bancorp | 8,427 | $375,422 | |
| OBDC | Blue Owl Capital Corp | 9,664 | $123,409 | |
| ARES | Ares Management Corp | 252 | $40,292 | |
| UNH | Unitedhealth Group Inc | 58 | $20,027 | |
| ACN | Accenture plc | 48 | $11,836 | |
| BNY | Bank of New York Mellon Corp | 56 | $6,101 | |
| BKNG | Booking Holdings Inc. | 1 | $5,399 | |
| D | Dominion Energy, Inc | 22 | $1,345 | |
| No positions match the current search. | ||||
264 tracked positions ·
$61,846,888 total
· filing declares
307 positions · $66,040,346
· as of Dec 31, 2025
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 264 positions by value
· page 1 of 6
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| ABI |
VictoryShares Pioneer Asset-Based Income ETF
|
Reduced | 54,036 | $9,101,456 | 14.72% | |
| AAXJ |
iShares MSCI All Country Asia ex Japan ETF
|
Reduced | 129,962 | $7,602,075 | 12.29% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 5,415 | $3,692,596 | 5.97% | |
| DCOR |
Dimensional US Core Equity 1 ETF
|
Added | 95,572 | $3,632,855 | 5.87% | |
| BNDW |
Vanguard Total World Bond ETF
|
Reduced | 41,864 | $3,348,740 | 5.41% | |
| BBAG |
JPMorgan BetaBuilders U.S. Aggregate Bond ETF
|
Added | 65,804 | $3,329,303 | 5.38% | |
| EFU |
ProShares Trust UltraShort MSCI EAFE
|
Added | 48,747 | $2,536,550 | 4.10% | |
| ACSG |
American Century Small Cap Growth Insights ETF
|
Reduced | 28,112 | $2,344,787 | 3.79% | |
| CW |
Curtiss Wright Corp
Industrials
|
Reduced | 2,207 | $1,216,652 | 1.97% | |
| NRIM |
Northrim Bancorp Inc
Financial Services
|
Reduced | 43,752 | $1,164,240 | 1.88% | |
| EZPW |
Ezcorp Inc
Financial Services
|
Reduced | 52,227 | $1,014,248 | 1.64% | |
| SLM |
SLM Corp
Financial Services
|
Held | 34,345 | $929,375 | 1.50% | |
| JEF |
Jefferies Financial Group Inc.
Financial Services
|
Added | 14,832 | $919,139 | 1.49% | |
| MRP |
Millrose Properties, Inc.
Real Estate
|
Reduced | 30,245 | $903,418 | 1.46% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 1,647 | $827,864 | 1.34% | |
| PBI |
Pitney Bowes Inc /De/
Industrials
|
Added | 76,573 | $809,376 | 1.31% | |
| PATK |
Patrick Industries Inc
Consumer Cyclical
|
Reduced | 7,311 | $792,731 | 1.28% | |
| FSTR |
Foster L B Co
Industrials
|
Added | 27,420 | $738,969 | 1.19% | |
| ALLW |
SSGA Active Trust State Street Bridgewater All Weather ETF
|
Added | 20,431 | $729,589 | 1.18% | |
| GT |
Goodyear Tire & Rubber Co /Oh/
Consumer Cyclical
|
NEW | 77,668 | $680,371 | 1.10% | |
| ALCO |
Alico, Inc.
Consumer Defensive
|
Reduced | 18,598 | $676,595 | 1.09% | |
| BWX |
State Street SPDR Bloomberg International Treasury Bond ETF
|
Added | 20,773 | $628,127 | 1.02% | |
| GKAT |
Scharf Global Opportunity ETF
|
Held | 17,713 | $627,359 | 1.01% | |
| AGGY |
WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
|
Reduced | 6,956 | $594,993 | 0.96% | |
| NCLH |
Norwegian Cruise Line Holdings Ltd.
Consumer Cyclical
|
Added | 26,002 | $580,364 | 0.94% | |
| BATRA |
Atlanta Braves Holdings, Inc.
Communication Services
|
Added | 14,558 | $574,313 | 0.93% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 911 | $559,636 | 0.90% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 1,750 | $547,774 | 0.89% | |
| AFK |
VanEck Africa Index ETF
|
Reduced | 20,767 | $529,143 | 0.86% | |
| BKF |
iShares MSCI BIC ETF
|
Held | 6,287 | $507,612 | 0.82% | |
| VIGI |
Vanguard International Dividend Appreciation ETF
|
Held | 3,529 | $506,482 | 0.82% | |
| BUSE |
First Busey Corp /Nv/
Financial Services
|
Added | 20,757 | $493,809 | 0.80% | |
| SGC |
Superior Group Of Companies, Inc.
Consumer Cyclical
|
Reduced | 48,431 | $468,812 | 0.76% | |
| MLR |
Miller Industries Inc /Tn/
Consumer Cyclical
|
Added | 12,486 | $466,601 | 0.75% | |
| AB |
Alliancebernstein Holding L.P.
Financial Services
|
Held | 11,373 | $437,633 | 0.71% | |
| ANEW |
ProShares MSCI Transformational Changes ETF
|
Added | 7,400 | $428,608 | 0.69% | |
| CHRD |
Chord Energy Corp
Energy
|
Reduced | 3,650 | $338,355 | 0.55% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 649 | $313,869 | 0.51% | |
| BCO |
Brinks Co
Industrials
|
Reduced | 2,308 | $269,412 | 0.44% | |
| ACIO |
Aptus Collared Investment Opportunity ETF
|
Held | 4,281 | $260,327 | 0.42% | |
| DIS |
Walt Disney Co
Communication Services
|
Held | 2,284 | $259,850 | 0.42% | |
| AAPL |
Apple Inc.
Technology
|
Held | 914 | $248,480 | 0.40% | |
| GLD |
Spdr Gold Trust
|
Held | 454 | $179,924 | 0.29% | |
| DUK |
Duke Energy CORP
Utilities
|
Held | 1,347 | $157,881 | 0.26% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Reduced | 3,425 | $139,500 | 0.23% | |
| OMF |
OneMain Holdings, Inc.
Financial Services
|
Held | 2,053 | $138,680 | 0.22% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 602 | $124,583 | 0.20% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 179 | $118,156 | 0.19% | |
| ARCC |
Ares Capital Corp
Financial Services
|
Reduced | 5,174 | $104,670 | 0.17% | |
| TSLX |
Sixth Street Specialty Lending, Inc.
Financial Services
|
Added | 4,776 | $103,734 | 0.17% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.