REDMONT WEALTH ADVISORS LLC

Q4 2025 13F-HR Holdings

Location
Chicago, IL
Holdings as of
12/31/2025
Date filed
2/6/2026
Form type
13F-HR
Num holdings
307
Total value ($000)
$66,040
Net value change ($000)
-5,746 (-8.0%)
New positions
11
Sold out positions
11
Turnover %
2.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/7/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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 1,476 79.7%
GT 680 NEW
DFAI 459 18.4%
HYG 333 27.3%
NRIM 212 22.3%
NOBL 205 4.2%
SPHY 199 98.5%
SRLN 136 40.1%
GOOGL 120 28.7%
MBCN 117 14.7%
Top Reduces (Value $000, Stocks/ETFs)
CSWC -1,477 -99.5%
PFF -1,234 -36.1%
QQQ -734 -56.8%
XCEM -641 -91.8%
OZK -625 -88.7%
MCFT -591 -99.2%
TFLO -501 -77.1%
NVDA -450 -100.0%
FITB -375 -100.0%
UHAL -330 -98.8%
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