REDMONT WEALTH ADVISORS LLC

Q3 2025 13F-HR Holdings

Location
Chicago, IL
Holdings as of
9/30/2025
Date filed
11/7/2025
Form type
13F-HR
Num holdings
307
Total value ($000)
$71,786
Net value change ($000)
+3,630 (5.3%)
New positions
7
Sold out positions
4
Turnover %
1.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/17/2025 Next filing: 2/6/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
JPST 1,205 186.5%
PSQO 601 NEW
SPY 291 8.7%
EZPW 280 39.0%
FLTR 172 25.6%
DFAI 168 7.2%
NCLH 154 32.7%
MRP 146 16.4%
FSTR 139 23.2%
DVY 131 7.0%
Top Reduces (Value $000, Stocks/ETFs)
VYM -494 -49.8%
RSP -227 -2.6%
PFF -190 -5.3%
UHAL -181 -35.1%
MLR -179 -27.4%
SLM -175 -15.5%
CHRD -87 -19.3%
NRIM -73 -7.1%
ADBE -66 -100.0%
BATRA -63 -10.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type