Redmont Wealth Advisors LLC

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed November 17, 2025), Redmont Wealth Advisors LLC reported 304 stock positions worth $68.2 million. Its top holding was Invesco S&P 500 Equal Weight (RSP) at 12.7% of the portfolio, followed by Proshares S&P 500 Dividend A (NOBL, 7.0%) and iShares Preferred & Income S (PFF, 5.3%). Compared with Q1 2025, it opened 128 new positions, sold out of 2, added to 82 and reduced 17. The biggest buy was Avantis Intl LRG Cap Val ETF (AVIV, shares +833%) and the biggest sale iShares Preferred & Income S (PFF, shares −9%).

Most Recent 13F
Q4 2025
Location
CHICAGO, IL
CIK
0001910482
Portfolio Value
$68.2M (Q2 2025)
SEC Filing
0001910482-25-000014 ↗ filed Nov 17, 2025

Holdings Value

0$20.0M$40.0M$60.0M$80.0M Q1 2024: $71.7M Q1 2024 Q2 2024: $63.2M Q2 2024 Q3 2024: $64.2M Q3 2024 Q4 2024: $57.9M Q4 2024 Q1 2025: $51.3M Q1 2025 Q2 2025: $68.2M $68.2M Q2 2025 Q3 2025: $71.8M Q3 2025 Q4 2025: $66.0M Q4 2025

Holdings 304 stocks · $68.2M
RSP Invesco S&P 500 Equal Weight 12.71% 47,673 $8.7M Add +6.5%
NOBL Proshares S&P 500 Dividend A 6.97% 47,148 $4.7M Add +0.4%
PFF iShares Preferred & Income S 5.29% 117,522 $3.6M Reduce -9.0%
SPY SS SPDR S&P 500 ETF Trust-US 4.89% 5,391 $3.3M Add +18.7%
VCSH Vanguard S/T Corp. Bond ETF 4.45% 38,183 $3.0M No change
DFAI Dimensional International Co. 3.41% 67,157 $2.3M Add +14.8%
DVY iShares Select Dividend ETF 2.75% 14,111 $1.9M No change
CSWC Capital Southwest Corp. 2.19% 67,865 $1.5M Add +26.6%
CW Curtiss-Wright Corp. 1.79% 2,502 $1.2M Add +16.3%
HYG Ishr Ibx Usd Hiyld CB ETF-Ui 1.79% 15,118 $1.2M Add +9.8%
QQQ Invesco QQQ Trust Series 1 1.77% 2,193 $1.2M Add +155.0%
SLM SLM Corp. 1.65% 34,345 $1.1M No change
AVIV Avantis Intl LRG Cap Val ETF 1.57% 17,243 $1.1M Add +833.1%
NRIM Northrim Bancorp Inc. 1.50% 10,988 $1.0M Add +50.0%
IEMG iShares Core MSCI Emerging 1.50% 17,008 $1.0M Add +468.3%
AVUV Avantis US Small Cap Value 1.49% 11,135 $1.0M Reduce -5.8%
BRK.B Berkshire Hathaway Inc. Class B 1.46% 2,051 $996K Add +56.5%
VYM Vanguard High DVD Yield ETF 1.45% 7,437 $991K Add +113.0%
MRP Millrose Properties 1.31% 31,247 $891K New
PBI Pitney Bowes Inc. 1.23% 76,546 $835K Add +35.1%
JEF Jefferies Financial Group Inc. 1.22% 15,241 $834K Add +54.0%
MBCN Middlefield Banc Corp. 1.17% 26,471 $797K Add +45.8%
PATK Patrick Industries Inc. 1.08% 8,002 $738K Add +50.6%
EZPW Ezcorp Inc. Class A 1.05% 51,734 $718K Add +64.2%
AL Sumisho Air Lease Corp. filed as AIR LEASE CORP 1.02% 11,886 $695K Add +66.5%
FLTR Vaneck Ig Floating Rate ETF 0.98% 26,298 $671K Add +16.6%
OZK Bank Ozk 0.97% 14,012 $659K Add +46.8%
XCEM Columbia Em Core Ex-China 0.96% 19,222 $657K Add +1.7%
MLR Miller Industries Inc. 0.96% 14,712 $654K Add +30.8%
JPST JPMorgan Ultra-Short Income 0.95% 12,755 $646K Add +68.1%
BATRK Atlanta Braves Holdings in-C 0.92% 13,396 $627K Add +85.1%
ALCO Alico Inc. 0.91% 18,929 $619K Add +47.1%
FSTR Foster (lb) Co. Class A 0.88% 27,394 $599K Add +31.6%
SGC Superior Group of Cos Inc. 0.88% 58,131 $599K Add +31.9%
TFLO iShares Treasury Floating Ra 0.84% 11,366 $576K No change
VOXP Vox Populi ETF 0.84% 17,713 $573K New
MSFT Microsoft Corp. 0.79% 1,083 $539K Add +646.9%
DLN Wisdomtree US Largecap Divid 0.78% 6,461 $531K No change
MCFT Mastercraft Boat Holdings Inc. 0.76% 27,813 $517K Add +65.1%
UHAL U-Haul Holding Co. 0.76% 8,507 $515K Add +74.9%
BCO The Brink's Co. 0.75% 5,700 $509K Add +40.3%
EWJ iShares MSCI Japan ETF 0.69% 6,287 $471K New
NCLH Norwegian Cruise Line Holdin 0.69% 23,220 $471K Add +28.4%
BUSE First Busey Corp. 0.68% 20,300 $465K Add +37.9%
AB Alliancebernstein Holding LP 0.68% 11,373 $464K No change
IWM iShares Russell 2000 ETF 0.66% 2,100 $453K No change
CHRD Chord Energy Corp. 0.66% 4,656 $451K Add +47.8%
VZ Verizon Communications Inc. 0.64% 10,005 $433K No change
NVDA Nvidia Corp. 0.56% 2,410 $381K New
SSO Proshares Ultra S&P500 0.53% 3,701 $362K Add +0.2%
FITB Fifth Third Bancorp 0.51% 8,427 $347K No change
SRLN SS Blackstone Sr Loan ETF 0.48% 7,924 $330K Reduce -9.3%
DFSV Dimensional US Small Cap Val 0.48% 11,108 $327K Add +4.7%
JNJ Johnson & Johnson 0.46% 2,052 $313K Add +6.0%
GOOGL Alphabet Inc. Class A 0.44% 1,720 $303K New
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.42% 2,284 $283K Add +228300.0%
VCIT Vanguard Int-Term Corporate 0.40% 3,328 $276K No change
HYBL SS Blackstone High Inc. ETF 0.35% 8,462 $242K Add +0.0%
VEGN US Vegan Climate ETF 0.35% 4,281 $240K No change
ARCC Ares Capital Corp. 0.35% 10,862 $239K No change
RSPD Invesco S&P 500 Equal Weight 0.34% 10,000 $229K New
LAND Gladstone Land Corp. 0.34% 22,490 $229K Add +0.6%
SPHY SS SPDR P High Yield ETF 0.31% 8,918 $212K Add +96.9%
AAPL Apple Inc. 0.28% 914 $188K New
MFIC Midcap Financial Investment 0.24% 13,054 $165K No change
DUK Duke Energy Corp. 0.23% 1,347 $159K No change
OMF Onemain Holdings Inc. 0.22% 2,581 $147K Reduce -25.6%
JNK SS SPDR BB High Yield Bond 0.21% 1,497 $146K No change
GLD SPDR Gold Shares 0.20% 454 $138K No change
XLE SS Energy Select Sector 0.17% 1,395 $118K Reduce -5.7%
META Meta Platforms Inc. Class A 0.16% 152 $112K Add +660.0%
DFAS Dimensional US Small Cap ETF 0.15% 1,589 $101K Add +108.5%
INTU Intuit Inc. 0.14% 124 $98K New
MA Mastercard Inc. Class A 0.14% 173 $97K Add +517.9%
OBDC Blue Owl Capital Corp. 0.14% 6,682 $96K No change
V Visa Inc. Class A 0.14% 268 $95K Add +1476.5%
BSX Boston Scientific Corp. 0.14% 878 $94K New
TSLX Sixth Street Specialty Lendi 0.13% 3,607 $86K Reduce -16.9%
XETYX Eaton Vance Tax-MGD Div Eqty 0.12% 5,138 $79K No change
AVGO Broadcom Inc. 0.11% 270 $74K New
ORCL Oracle Corp. 0.10% 319 $70K Add +63.6%
IWN iShares Russell 2000 Value E 0.10% 430 $68K Reduce -14.5%
ADBE Adobe Inc. 0.10% 171 $66K New
JPM JPMorgan Chase & Co. 0.10% 228 $66K Add +230.4%
MO Altria Group Inc. 0.09% 1,065 $62K Add +5.9%
PM Philip Morris International 0.09% 338 $62K Add +54.3%
HTD John Hancock Tax Adv DVD Inc. filed as HANCOCK JOHN TAX-ADVANTAGED 0.09% 2,612 $61K No change
ANET Arista Networks Inc. 0.09% 580 $59K New
ACN Accenture PLC Class A 0.09% 196 $59K New
MSI Motorola Solutions Inc. 0.09% 138 $58K Add +8.7%
VTC Vanguard Total Corporate BND 0.08% 745 $58K No change
NLY Annaly Capital Management Inc. 0.08% 2,937 $55K No change
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.08% 187 $52K No change
PH Parker Hannifin Corp. 0.08% 74 $52K New
ASML ASML Holding NV-NY Reg SHS 0.08% 64 $51K New
LIN Linde PLC 0.07% 109 $51K New
CAT Caterpillar Inc. 0.07% 129 $50K Add +29.0%
DFAX Dimensional World Ex US Core 0.07% 1,686 $50K Add +4.3%
XOM Exxon Mobil Corp. 0.07% 459 $49K Add +131.8%
AZN Astrazeneca PLC-Spons ADR 0.07% 698 $49K New

Show all 304 holdings

Portfolio Sells Q1 2025 → Q2 2025
PFF iShares Preferred & Income S Reduce -9.0% 5.29% −2.44
ANDE The Andersons Inc. Reduce -97.6% 0.01% −0.75
CION Cion Investment Corp. Sold out 0.00% −0.63
RELL Richardson Elec Ltd. Reduce -98.0% 0.01% −0.62
AVUV Avantis US Small Cap Value Reduce -5.8% 1.49% −0.52
USFR Wisdomtree Floating Rate Tre Reduce -89.2% 0.04% −0.44
SPHR Sphere Entertainment Co. Reduce -95.5% 0.01% −0.23
SRLN SS Blackstone Sr Loan ETF Reduce -9.3% 0.48% −0.22
OMF Onemain Holdings Inc. Reduce -25.6% 0.22% −0.11
XLE SS Energy Select Sector Reduce -5.7% 0.17% −0.10
TSLX Sixth Street Specialty Lendi Reduce -16.9% 0.13% −0.06
MGK Vngrd Mrgstr MG CP GR ETF-Ui Reduce -90.5% 0.01% −0.06
IDGT iShares US DGTL Infra & R/E Reduce -31.6% 0.07% −0.05
IWN iShares Russell 2000 Value E Reduce -14.5% 0.10% −0.05
DVN Devon Energy Corp. Reduce -2.4% 0.07% −0.04
AMD Advanced Micro Devices Reduce -71.1% 0.01% −0.02
VOO Vanguard S&P 500 ETF Reduce -14.3% 0.04% −0.02
BFLY Butterfly Network Inc. Sold out 0.00% −0.01
JPXN iShares JPX-Nikkei 400 ETF Reduce -41.6% 0.01% −0.01

Portfolio Buys Q1 2025 → Q2 2025
AVIV Avantis Intl LRG Cap Val ETF Add +833.1% 1.57% +1.37
MRP Millrose Properties New 1.31% +1.31
IEMG iShares Core MSCI Emerging Add +468.3% 1.50% +1.18
QQQ Invesco QQQ Trust Series 1 Add +155.0% 1.77% +0.99
VOXP Vox Populi ETF New 0.84% +0.84
EWJ iShares MSCI Japan ETF New 0.69% +0.69
MSFT Microsoft Corp. Add +646.9% 0.79% +0.68
VYM Vanguard High DVD Yield ETF Add +113.0% 1.45% +0.58
NVDA Nvidia Corp. New 0.56% +0.56
CW Curtiss-Wright Corp. Add +16.3% 1.79% +0.46
NRIM Northrim Bancorp Inc. Add +50.0% 1.50% +0.46
GOOGL Alphabet Inc. Class A New 0.44% +0.44
DIS The Walt Disney Co. Add +228300.0% 0.42% +0.42
BATRK Atlanta Braves Holdings in-C Add +85.1% 0.92% +0.36
AL Sumisho Air Lease Corp. Add +66.5% 1.02% +0.35
RSPD Invesco S&P 500 Equal Weight New 0.34% +0.34
AAPL Apple Inc. New 0.28% +0.28
PBI Pitney Bowes Inc. Add +35.1% 1.23% +0.23
PATK Patrick Industries Inc. Add +50.6% 1.08% +0.21
JPST JPMorgan Ultra-Short Income Add +68.1% 0.95% +0.20
MCFT Mastercraft Boat Holdings Inc. Add +65.1% 0.76% +0.19
JEF Jefferies Financial Group Inc. Add +54.0% 1.22% +0.19
MBCN Middlefield Banc Corp. Add +45.8% 1.17% +0.18
OZK Bank Ozk Add +46.8% 0.97% +0.16
ALCO Alico Inc. Add +47.1% 0.91% +0.16
EZPW Ezcorp Inc. Class A Add +64.2% 1.05% +0.15
INTU Intuit Inc. New 0.14% +0.14
META Meta Platforms Inc. Class A Add +660.0% 0.16% +0.14
BSX Boston Scientific Corp. New 0.14% +0.14
UHAL U-Haul Holding Co. Add +74.9% 0.76% +0.14
V Visa Inc. Class A Add +1476.5% 0.14% +0.13
MA Mastercard Inc. Class A Add +517.9% 0.14% +0.11
AVGO Broadcom Inc. New 0.11% +0.11
SPHY SS SPDR P High Yield ETF Add +96.9% 0.31% +0.10
BRK.B Berkshire Hathaway Inc. Class B Add +56.5% 1.46% +0.10
ADBE Adobe Inc. New 0.10% +0.10
ANET Arista Networks Inc. New 0.09% +0.09
ACN Accenture PLC Class A New 0.09% +0.09
FSTR Foster (lb) Co. Class A Add +31.6% 0.88% +0.08
PH Parker Hannifin Corp. New 0.08% +0.08
ASML ASML Holding NV-NY Reg SHS New 0.08% +0.08
LIN Linde PLC New 0.07% +0.07
AZN Astrazeneca PLC-Spons ADR New 0.07% +0.07
BCO The Brink's Co. Add +40.3% 0.75% +0.06
JPM JPMorgan Chase & Co. Add +230.4% 0.10% +0.06
BUSE First Busey Corp. Add +37.9% 0.68% +0.06
DFAS Dimensional US Small Cap ETF Add +108.5% 0.15% +0.06
NFLX Netflix Inc. New 0.06% +0.06
FISV Fiserv Inc. New 0.06% +0.06
LLY Eli Lilly & Co. New 0.06% +0.06

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q4 2025 306$66.0MRSP, NOBL, SPY, JPST, VCSH
Q3 2025 307$71.8MRSP, NOBL, SPY, PFF, VCSH
Q2 2025 304$68.2MRSP, NOBL, PFF, SPY, VCSH
Q1 2025 176$51.3MRSP, NOBL, PFF, VCSH, SPY
Q4 2024 63$57.9MRSP, NOBL, PFF, SPY, VCSH
Q3 2024 319$64.2MRSP, NOBL, PFF, SPY, VCSH
Q2 2024 337$63.2MRSP, NOBL, PFF, SPY, VCSH
Q1 2024 319$71.7MRSP, NOBL, PFF, SPY, VCSH