REDMONT WEALTH ADVISORS LLC

CIK

1910482

Location

CHICAGO, IL

Portfolio Value

Micro $62,146,984

Diversification

Diversified

Filing Date

Global Rank

#8,554 / 8,854 ▼ 753 · as of Dec 2025

Top Industry

Credit Services 11.0%

Period ended 10 months ago

Filed Feb 6, 2026 · 9mo

17 quarters · since Dec 2021

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Dec 31, 2025, never from the firm's own description.

Style

Diversified active

Top 10 weight 59.3%, 19.1 effective positions, active share 83.9% against every 13F filer's combined book; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Low turnover

25.4% over the last four quarters (under 30%)

Horizon

Medium horizon

Value-weighted holding period 11.5 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 83.9%; sector active share 53.9% against the combined 13F book's sector weights.

Over time 17 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

306 tracked positions · as of Dec 31, 2025 · Δ vs Sep 30, 2025

Top Position

14.6%

+1.3 pts

Top 5

42.2%

+2.4 pts

Top 10

59.3%

+5.7 pts

HHI

523

Diversified+56

Portfolio Trend

17 quarters · across all stocks

Sector Breakdown

As of Dec 31, 2025

Sector	% Portfolio	Value	Positions
Unclassified	66.4%	$41,246,465	70
Financial Services	11.6%	$7,219,982	53
Industrials	6.3%	$3,928,002	32
Consumer Cyclical	5.2%	$3,226,982	28
Communication Services	2.7%	$1,703,209	13
Technology	2.0%	$1,255,529	32
Real Estate	1.7%	$1,025,439	8
Consumer Defensive	1.6%	$1,024,184	15
Healthcare	1.0%	$615,116	25
Energy	0.9%	$552,764	16
Utilities	0.3%	$202,927	4
Basic Materials	0.2%	$146,385	10

Last Quarter's Activity

Export CSV

Dec 31, 2025 vs Sep 30, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
JPST	JPMorgan Ultra-Short Income ETF	+29,273	65,762	$3,326,899
DFAI	Dimensional International Core Equity Market ETF	+8,874	77,382	$2,949,028
SPHY	State Street(R) SPDR(R) Portfolio High Yield Bond ETF	+8,504	16,933	$400,804
HYG	iShares iBoxx $ High Yield Corporate Bond ETF	+4,236	19,251	$1,552,208
SSO	ProShares Ultra S&P500	+3,699	7,400	$428,608
SRLN	State Street(R) Blackstone Senior Loan ETF	+3,372	11,513	$475,141
—		+1,519	48,747	$2,536,550
TSLX	Sixth Street Specialty Lending, Inc.	+1,310	4,776	$103,734
BATRK	Atlanta Braves Holdings, Inc.	+990	14,558	$574,313
MLR	Miller Industries Inc	+739	12,486	$466,601
NCLH	Norwegian Cruise Line Holdings Ltd.	+631	26,002	$580,364
DFSV	Dimensional US Small Cap Value ETF	+518	13,733	$451,678
HYBL	State Street(R) Blackstone High Income ETF	+388	8,850	$251,694
JEF	Jefferies Financial Group Inc.	+333	14,832	$919,139
NFLX	Netflix Inc	+270	300	$28,128
BUSE	First Busey Corp	+156	20,757	$493,809
ETN	Eaton Corp plc	+141	247	$78,671
RSP	Victory Portfolios II	+128	44,603	$8,544,150
DFAS	Dimensional U.S. Small Cap ETF	+85	2,326	$162,052
VO	VANGUARD MID-CAP INDEX FUND	+40	275	$79,810
NOW	ServiceNow, Inc.	+40	50	$7,659
PBI	Pitney Bowes Inc	+27	76,573	$809,376
FSTR	Foster L B Co	+26	27,420	$738,969
AVUV	Avantis U.S. Small Cap Value ETF	+5	11,134	$1,135,445
VOO	VANGUARD 500 INDEX FUND	+4	52	$32,610
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
CSWC	Capital Southwest Corp	−67,541	335	$7,420
PFF	iShares Preferred and Income Securities ETF	−37,571	70,472	$2,181,813
MCFT	MasterCraft Boat Holdings, Inc.	−27,516	279	$5,275
LAND	GLADSTONE LAND Corp	−20,123	5,526	$50,562
XCEM	Columbia EM Core ex-China ETF	−17,727	1,495	$57,348
FLTR	VanEck IG Floating Rate ETF	−12,183	20,767	$529,143
OZK	Bank OZK	−12,072	1,748	$80,442
TFLO	iShares Treasury Floating Rate Bond ETF	−9,899	2,953	$149,008
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	−5,773	81	$4,083
—		−4,644	7,242	$465,154
BCO	Brinks Co	−1,942	2,308	$269,412
JNJ	Johnson & Johnson	−1,450	602	$124,583
XLE	State Street(R) Energy Select Sector SPDR(R) 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
RSPD	Victory Portfolios II	−1,020	8,980	$512,129
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	−314	961	$35,201
No positions match the current search.

New Positions

Positions the filer opened this quarter

10 positions

Ticker	Company	Shares	Value
GT	Goodyear Tire & Rubber Co	77,668	$680,371
AZN	Astrazeneca PLC	698	$64,167
MELI	Mercadolibre Inc	7	$14,099
TTE	TotalEnergies SE	90	$5,887
DKNG	DraftKings Inc.	158	$5,444
Q	Qnity Electronics, Inc.	37	$3,021
JEPI	JPMorgan Equity Premium Income ETF	42	$2,404
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

10 positions

Ticker	Company	Shares	Value
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
TOT	TotalEnergies SE	90	$1,876
D	Dominion Energy, Inc	22	$1,345
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

306 tracked positions · $62,146,984 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 306 positions by value · page 1 of 7

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
RSP	Victory Portfolios II	Added	44,603	+128	$8,544,150	+1.3%	17	before history	13.75%
SPY	Spdr S&P 500 ETF Trust	Reduced	5,415	-22	$3,692,596	+1.9%	9	$495.30	5.94%
JPST	JPMorgan Ultra-Short Income ETF	Added	65,762	+29,273	$3,326,899	+79.7%	12	$50.62	5.35%
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	Reduced	38,014	-169	$3,030,856	−0.7%	17	before history	4.88%
DFAI	Dimensional International Core Equity Market ETF	Added	77,382	+8,874	$2,949,028	+18.4%	11	$31.46	4.75%
		Added	48,747	+1,519	$2,536,550	+4.2%	14	unpriced	4.08%
PFF	iShares Preferred and Income Securities ETF	Reduced	70,472	-37,571	$2,181,813	−36.1%	17	before history	3.51%
DVY	iShares Select Dividend ETF	Held	14,111	0	$1,991,626	−0.7%	17	before history	3.20%
HYG	iShares iBoxx $ High Yield Corporate Bond ETF	Added	19,251	+4,236	$1,552,208	+27.3%	8	unpriced	2.50%
CW	Curtiss Wright Corp Industrials	Reduced	2,207	-12	$1,216,652	+1.0%	15	$190.83	1.96%
AVIV	Avantis International Large Cap Value ETF	Reduced	16,978	-275	$1,209,342	+3.9%	11	$58.15	1.95%
NRIM	Northrim Bancorp Inc Financial Services	Reduced	43,752	-200	$1,164,240	+22.3%	16	$14.13	1.87%
AVUV	Avantis U.S. Small Cap Value ETF	Added	11,134	+5	$1,135,445	+2.5%	7	$96.45	1.83%
EZPW	Ezcorp Inc Financial Services	Reduced	52,227	-210	$1,014,248	+1.6%	13	$11.04	1.63%
SLM	SLM Corp Financial Services	Held	34,345	0	$929,375	−2.2%	8	$19.94	1.50%
JEF	Jefferies Financial Group Inc. Financial Services	Added	14,832	+333	$919,139	−3.1%	16	unpriced	1.48%
		Reduced	26,376	-90	$911,027	+14.7%	17	before history	1.47%
MRP	Millrose Properties, Inc. Real Estate	Reduced	30,245	-597	$903,418	−12.8%	3	$26.43	1.45%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	1,647	-417	$827,864	−20.2%	17	before history	1.33%
PBI	Pitney Bowes Inc Industrials	Added	76,573	+27	$809,376	−7.3%	6	$7.44	1.30%
PATK	Patrick Industries Inc Consumer Cyclical	Reduced	7,311	-691	$792,731	−4.2%	11	unpriced	1.28%
FSTR	Foster L B Co Industrials	Added	27,420	+26	$738,969	+0.1%	6	$20.16	1.19%
GT	Goodyear Tire & Rubber Co Consumer Cyclical	NEW	77,668	NEW	$680,371	NEW	1	$7.88	1.09%
ALCO	Alico, Inc. Consumer Defensive	Reduced	18,598	-84	$676,595	+4.5%	16	$30.28	1.09%
VOXP	Vox Populi ETF	Held	17,713	0	$627,359	+1.3%	3	$29.87	1.01%
NCLH	Norwegian Cruise Line Holdings Ltd. Consumer Cyclical	Added	26,002	+631	$580,364	−7.1%	4	$22.80	0.93%
BATRK	Atlanta Braves Holdings, Inc. Communication Services	Added	14,558	+990	$574,313	+1.8%	10	$39.29	0.92%
DLN	WisdomTree U.S. LargeCap Dividend Fund	Held	6,461	0	$569,084	+1.2%	17	before history	0.92%
QQQ	Invesco Qqq Trust, Series 1	Reduced	911	-1,243	$559,636	−56.7%	17	before history	0.90%
GOOGL	Alphabet Inc. Communication Services	Held	1,720	0	$538,360	+28.8%	3	$163.69	0.87%
FLTR	VanEck IG Floating Rate ETF	Reduced	20,767	-12,183	$529,143	−37.2%	4	unpriced	0.85%
RSPD	Victory Portfolios II	Reduced	8,980	-1,020	$512,129	−11.2%	3	$50.34	0.82%
EWJ	iShares MSCI Japan ETF	Held	6,287	0	$507,612	+0.7%	3	$71.15	0.82%
VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND	Held	3,529	0	$506,482	+1.8%	17	before history	0.81%
BUSE	First Busey Corp Financial Services	Added	20,757	+156	$493,809	+3.5%	4	$22.81	0.79%
SRLN	State Street(R) Blackstone Senior Loan ETF	Added	11,513	+3,372	$475,141	+40.4%	9	$41.54	0.76%
SGC	Superior Group Of Companies, Inc. Consumer Cyclical	Reduced	48,431	-9,700	$468,812	−24.8%	10	$9.23	0.75%
IWM	iShares Russell 2000 ETF	Held	1,903	0	$468,442	+1.7%	9	unpriced	0.75%
MLR	Miller Industries Inc Consumer Cyclical	Added	12,486	+739	$466,601	−1.7%	11	$37.77	0.75%
		Reduced	7,242	-4,644	$465,154	−38.5%	16	unpriced	0.75%
DFSV	Dimensional US Small Cap Value ETF	Added	13,733	+518	$451,678	+7.3%	7	$29.70	0.73%
AB	Alliancebernstein Holding L.P. Financial Services	Held	11,373	0	$437,633	+0.7%	17	before history	0.70%
SSO	ProShares Ultra S&P500	Added	7,400	+3,699	$428,608	+3.3%	9	unpriced	0.69%
SPHY	State Street(R) SPDR(R) Portfolio High Yield Bond ETF	Added	16,933	+8,504	$400,804	+98.6%	4	$23.58	0.64%
CHRD	Chord Energy Corp Energy	Reduced	3,650	-12	$338,355	−7.0%	4	$107.64	0.54%
MSFT	Microsoft Corp Technology	Reduced	649	-434	$313,869	−44.0%	17	before history	0.51%
BCO	Brinks Co Industrials	Reduced	2,308	-1,942	$269,412	−45.8%	6	$100.45	0.43%
		Held	4,281	0	$260,327	+2.3%	8	$44.96	0.42%
VCIT	VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND	Reduced	3,105	-119	$260,043	−4.1%	17	before history	0.42%
DIS	Walt Disney Co Communication Services	Held	2,284	0	$259,850	−0.6%	9	$103.89	0.42%

Showing the top 50 of 306 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.