REDMONT WEALTH ADVISORS LLC

Q3 2025 13F Holdings

  • Location
    chicago, IL
  • Num holdings

    307

  • Value ($000)

    $71,786

  • Date Filed
    11/07/2025
  • Form type
    13F-HR
  • CIK
    0001910482
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
RSP
RSP

INVESCO S&P 500 EQUAL WEIGHT ETF

ETF
$8.44 M
12 %

44,475

NOBL
NOBL

PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF

ETF
$4.87 M
7 %

47,228

SPY
SPY

SPDR S&P 500 ETF TRUST

ETF
$3.62 M
5 %

5,437

PFF
PFF

ISHARES PREFERRED & INCOME SECURITIES ETF

ETF
$3.42 M
5 %

108,043

VCSH
VCSH

VANGUARD SHORT-TERM CORPORATE BOND ETF

ETF
$3.05 M
4 %

38,183

DFAI
DFAI

DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF

ETF
$2.49 M
4 %

68,508

DVY
DVY

ISHARES SELECT DIVIDEND ETF

ETF
$2.01 M
3 %

14,111

JPST
JPST

JPMORGAN ULTRA-SHORT INCOME ETF

ETF
$1.85 M
3 %

36,489

CSWC
CSWC

CAPITAL SOUTHWEST CORP COM

CEF
$1.48 M
2 %

67,876

NDQ
NDQ

INVESCO QQQ TRUST SERIES I

ETF
$1.29 M
2 %

2,154

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