REDMONT WEALTH ADVISORS LLC
All 13F Filings
- Location
- Chicago, IL
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 66,040
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/6/2026 | 307 | 66,040 | 13F-HR | REDMONT WEALTH ADVISORS LLC |
| Q3 2025 | 11/7/2025 | 307 | 71,786 | 13F-HR | REDMONT WEALTH ADVISORS LLC |
| Q2 2025 | 11/17/2025 | 304 | 68,156 | 13F-HR | REDMONT WEALTH ADVISORS LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 21.79 K | 33.0% | 0 | 5.269 K | -5.269 K |
| ETFs | 44.25 K | 67.0% | 0 | 488 | -488 |
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Fund Snapshot
Q4 2025
Latest filed
2/6/2026
Total value ($000)
66,040
Holdings
307
QoQ value change ($000)
-5,746
(-8.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.