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CIK: 0001910482
Total reported value
$66.0M
$66.0M
307 檔
35.4%
In Q3 2025, Redmont Wealth Advisors LLC's U.S. equity holdings reached a combined market value of $66.0M, distributed across 307 disclosed stock positions.
Redmont Wealth Advisors LLC executed strategic sector rebalancing during Q3 2025, establishing 3 new positions while fully exiting 1 holdings and trimming 15 positions.
Showing top 200 holdings (of 307 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 11.75% | +1.19% | -6.71% | |
| 2 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 6.78% | +0.90% | +0.17% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 5.05% | +0.54% | +0.85% | |
| 4 | PFF | Ishares Preferred & Income S | ETF-Other | 4.76% | -1.46% | -8.07% | |
| 5 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 4.25% | — | — | |
| 6 | DFAI | Dimensional International Co | ETF-Other | 3.47% | +1.00% | +2.01% | |
| 7 | DVY | Ishares Select Dividend ETF | ETF-Other | 2.79% | — | — | |
| 8 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 2.58% | +2.46% | +186.08% | |
| 9 | CSWC | Capital Southwest CORP | Stock-Other | 2.07% | -2.06% | +0.02% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.80% | -0.95% | -1.78% | |
| 11 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 1.70% | +0.65% | -0.68% | |
| 12 | CW | Curtiss-wright CORP | Stock-Industrials | 1.68% | — | -11.31% | |
| 13 | AVIV | Avantis Int Lrg Cap Val ETF | ETF-Other | 1.62% | +0.21% | +0.06% | |
| 14 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.56% | — | — | |
| 15 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.54% | — | -0.05% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.45% | -0.20% | +0.63% | |
| 17 | MRP | Millrose Properties | Stock-Real Estate | 1.44% | -0.07% | -1.30% | |
| 18 | EZPW | Ezcorp Inc-cl A | Stock-Other | 1.39% | — | +1.36% | |
| 19 | NRIM | Northrim Bancorp Inc | Stock-Other | 1.33% | +0.43% | +300.00% | |
| 20 | SLM | Slm CORP | Stock-Financials | 1.32% | — | — | |
| 21 | JEF | Jefferies Financial Group In | Stock-Financials | 1.32% | +0.07% | -4.87% | |
| 22 | PBI | Pitney Bowes Inc | Stock-Other | 1.22% | +0.01% | — | |
| 23 | FLTR | Vaneck Ig Floating Rate ETF | ETF-Other | 1.17% | -0.37% | +25.29% | |
| 24 | PATK | Patrick Industries Inc | Stock-Consumer Disc | 1.15% | +0.05% | — | |
| 25 | MBCN | Middlefield Banc CORP | Stock-Other | 1.11% | +0.27% | -0.02% | |
| 26 | AL | Air Lease CORP | Stock-Other | 1.05% | -0.35% | — | |
| 27 | FSTR | Foster (lb) Co-a | Stock-Other | 1.03% | — | — | |
| 28 | OZK | Bank Ozk | Stock-Financials | 0.98% | -0.86% | -1.37% | |
| 29 | XCEM | Columbia Em Core Ex-china | ETF-Emerging Markets | 0.97% | -0.88% | — | |
| 30 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 0.91% | -0.68% | +13.07% | |
| 31 | ALCO | Alico Inc | Stock-Other | 0.90% | +0.12% | -1.30% | |
| 32 | NCLH | Norwegian Cruise Line Holdings Ltd. | Stock-Consumer Disc | 0.87% | +0.01% | +9.26% | |
| 33 | SGC | Superior Group Of Cos Inc | Stock-Other | 0.87% | -0.16% | — | |
| 34 | VOXP | Vox Populi ETF | ETF-Other | 0.86% | — | — | |
| 35 | PSQO | Plmr Sq Credit Opp ETF | ETF-Other | 0.84% | -0.03% | — | |
| 36 | MCFT | Mastercraft Boat Holdings In | Stock-Other | 0.83% | -0.82% | -0.06% | |
| 37 | BATRK | Atlanta Braves Holdings In-c | Stock-Other | 0.79% | — | +1.28% | |
| 38 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 0.78% | — | — | |
| 39 | MSFT | Microsoft CORP | Stock-Tech | 0.78% | -0.30% | — | |
| 40 | EWJ | Ishares Msci Japan ETF | ETF-Other | 0.70% | — | — | |
| 41 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.69% | — | -52.55% | |
| 42 | BCO | Brink's Co/the | Stock-Industrials | 0.69% | -0.28% | -25.44% | |
| 43 | BUSE | First Busey CORP | Stock-Other | 0.66% | — | +1.48% | |
| 44 | MLR | Miller Industries Inc/tenn | Stock-Other | 0.66% | — | -20.15% | |
| 45 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.64% | — | -9.38% | |
| 46 | NVDA | Nvidia CORP | Stock-Tech | 0.63% | -0.63% | EXIT | |
| 47 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.61% | -0.40% | — | |
| 48 | AB | Alliancebernstein Holding LP | Stock-Other | 0.61% | — | — | |
| 49 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.59% | +0.09% | +18.97% | |
| 50 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.58% | +0.24% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JPST | Jpmorgan Ultra-short Income | +1.6% | +186.08% | Add |
| 2 | EZPW | Ezcorp Inc-cl A | +0.3% | +1.36% | Add |
| 3 | FLTR | Vaneck Ig Floating Rate ETF | +0.2% | +25.29% | Add |
| 4 | NCLH | Norwegian Cruise Line Holdings Ltd. | +0.2% | +9.26% | Add |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +0.85% | Add |
| 6 | FSTR | Foster (lb) Co-a | +0.2% | — | Unchanged |
| 7 | GOOGL | Alphabet Inc-cl A | +0.1% | — | Unchanged |
| 8 | MRP | Millrose Properties | +0.1% | -1.30% | Trim |
| 9 | DFSV | Dimensional US Small Cap Val | +0.1% | +18.97% | Add |
| 10 | JEF | Jefferies Financial Group In | +0.1% | -4.87% | Trim |
| 11 | PATK | Patrick Industries Inc | +0.1% | — | Unchanged |
| 12 | MCFT | Mastercraft Boat Holdings In | +0.1% | -0.06% | Trim |
| 13 | TFLO | Ishares Treasury Floating Ra | +0.1% | +13.07% | Add |
| 14 | NVDA | Nvidia CORP | +0.1% | — | Unchanged |
| 15 | JNJ | Johnson & Johnson | +0.1% | — | Unchanged |
| 16 | DFAI | Dimensional International Co | +0.1% | +2.01% | Add |
| 17 | IEMG | Ishares Core Msci Emerging | +0.1% | — | Unchanged |
| 18 | DFAS | Dimensional US Small Cap ETF | +0.1% | +41.03% | Add |
| 19 | AVUV | Avantis US Small Cap Value | +0.1% | -0.05% | Trim |
| 20 | AVIV | Avantis Int Lrg Cap Val ETF | +0.1% | +0.06% | Add |
| 21 | SSO | Proshares Ultra S&p500 | +0.1% | — | Unchanged |
| 22 | DVY | Ishares Select Dividend ETF | 0% | — | Unchanged |
| 23 | AAPL | Apple Inc | 0% | — | Unchanged |
| 24 | QQQ | Invesco Qqq Trust Series 1 | 0% | -1.78% | Trim |
| 25 | AL | Air Lease CORP | 0% | — | Unchanged |
| 26 | VOXP | Vox Populi ETF | 0% | — | Unchanged |
| 27 | OZK | Bank Ozk | 0% | -1.37% | Trim |
| 28 | XCEM | Columbia Em Core Ex-china | 0% | — | Unchanged |
| 29 | EWJ | Ishares Msci Japan ETF | 0% | — | Unchanged |
| 30 | DLN | Wisdomtree US Largecap Divid | — | — | Unchanged |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +0.63% | Add |
| 32 | PBI | Pitney Bowes Inc | 0% | — | Unchanged |
| 33 | IDGT | Ishares US Dgtl Infra & R/e | -0.1% | -86.44% | Trim |
| 34 | OMF | Onemain Holdings Inc | -0.1% | -20.46% | Trim |
| 35 | ACN | Accenture plc | -0.1% | -75.51% | Trim |
| 36 | AB | Alliancebernstein Holding LP | -0.1% | — | Unchanged |
| 37 | BATRK | Atlanta Braves Holdings In-c | -0.1% | +1.28% | Add |
| 38 | CHRD | Chord Energy CORP | -0.2% | -21.35% | Trim |
| 39 | NRIM | Northrim Bancorp Inc | -0.2% | +300.00% | Add |
| 40 | NOBL | Proshares S&p 500 Dividend A | -0.2% | +0.17% | Add |
| 41 | UHAL | U-haul Holding Co | -0.3% | -31.19% | Trim |
| 42 | MLR | Miller Industries Inc/tenn | -0.3% | -20.15% | Trim |
| 43 | SLM | Slm CORP | -0.3% | — | Unchanged |
| 44 | PFF | Ishares Preferred & Income S | -0.5% | -8.07% | Trim |
| 45 | VYM | Vanguard High Dvd Yield ETF | -0.8% | -52.55% | Trim |
| 46 | RSP | Invesco S&p 500 Equal Weight | -1% | -6.71% | Trim |
| 47 | PSQO | Plmr Sq Credit Opp ETF | — | NEW | New buy |
| 48 | GOVT | Ishares US Treasury Bond ETF | — | NEW | New buy |
| 49 | ADBE | Adobe Inc | — | EXIT | Sold out |
| 50 | SPIB | Ss Spdr P Int C CORP ETF | — | NEW | New buy |
According to official SEC Form 13F filings, Redmont Wealth Advisors LLC reported a total U.S. public equity portfolio value of $66.0M across 307 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including RSP, NOBL, SPY) accounted for 35.4% of total reported equity market value during Q3 2025.
Top New Position Initiated
PSQO
市值: $600.6K
Top Position Liquidated / Trimmed
ADBE
前期市值: $66.2K
During Q3 2025, Redmont Wealth Advisors LLC's top holdings by market value included RSP (11.8%)、NOBL (6.8%)、SPY (5.0%). The largest single position, RSP, represented 11.8% of total portfolio value.
In Q3 2025, Redmont Wealth Advisors LLC made 33 total portfolio adjustments, initiating 3 new buys, adding to 14 positions, trimming 15 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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