Institutions / Redmont Wealth Advisors LLC
Redmont Wealth Advisors LLC
CIK 1910482 · Institution · as of Dec 31, 2025
Portfolio value
$66.04M
Positions
307
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 307 →
| Company | Value | % of portfolio |
|---|---|---|
| Invesco S&P 500 Equal Weight ETF | $8.54M | 12.9% |
| ProShares S&P 500 Dividend Aristocrats ETF | $5.07M | 7.7% |
| State Str SPDR S&P 500 ETF Tr Tr Unit | $3.69M | 5.6% |
| JPMorgan Ultra-Short Income ETF | $3.33M | 5.0% |
| Vanguard Short-Term Corporate Bond ETF | $3.03M | 4.6% |
| Dimensional International Core Equity Market ETF | $2.95M | 4.5% |
| iShares Preferred & Income Securities ETF | $2.18M | 3.3% |
| iShares Select Dividend ETF | $1.99M | 3.0% |
| iShares Iboxx $ High Yield Corporate Bond ETF | $1.55M | 2.4% |
| Curtiss Wright Corp | $1.22M | 1.8% |
| Avantis International Large Cap Value ETF | $1.21M | 1.8% |
| Northrim BanCorp Inc | $1.16M | 1.8% |
| iShares Core MSCI Emerging Markets ETF | $1.14M | 1.7% |
| Avantis U.S. Small Cap Value ETF | $1.14M | 1.7% |
| Ezcorp Inc | $1.01M | 1.5% |
| SLM Corp | $929.4K | 1.4% |
| Jefferies Financial Group Inc. | $919.1K | 1.4% |
| Middlefield Banc CorpMBCN | $911.0K | 1.4% |
| Millrose Properties, Inc. | $903.4K | 1.4% |
| Warren E. Buffett | $827.9K | 1.3% |
| Pitney Bowes Inc /De | $809.4K | 1.2% |
| Patrick Industries Inc | $792.7K | 1.2% |
| Foster L B Co | $739.0K | 1.1% |
| Goodyear Tire & Rubber Co /Oh | $680.4K | 1.0% |
| Alico, Inc.ALCO | $676.6K | 1.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.