REDMONT WEALTH ADVISORS LLC

All 13F Filings

Location
Chicago, IL
Most recent 13F
Q4 2025
Holdings value ($000)
66,040
Description
Website
Founded
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
Swipe for more columns
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
Swipe for more columns

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.