StockDriftsStockDriftsTop 50 Redmont Wealth Advisors Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | 12.94% | 44.6K | $8.5M | +0.29%(+128) | $157.64(+26.70%) | 2025-12-31 | |
| NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | 7.68% | 48.7K | $5.1M | +3.22%(+1.52K) | $89.33(+19.81%) | 2025-12-31 | |
| SPY | STATE STR SPDR S&P 500 ETF TR TR UNIT | 5.59% | 5.4K | $3.7M | -0.40%(-22) | $500.69(+39.80%) | 2025-12-31 | |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | 5.04% | 65.8K | $3.3M | +80.22%(+29.27K) | $50.66(-0.25%) | 2025-12-31 | |
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | 4.59% | 38.0K | $3.0M | -0.44%(-169) | $79.21(+0.24%) | 2025-12-31 | |
| DFAI | DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | 4.47% | 77.4K | $2.9M | +12.95%(+8.87K) | $31.05(+33.10%) | 2025-12-31 | |
| PFF | ISHARES PREFERRED & INCOME SECURITIES ETF | 3.3% | 70.5K | $2.2M | -34.77%(-37.57K) | $32.93(-4.77%) | 2025-12-31 | |
| DVY | ISHARES SELECT DIVIDEND ETF | 3.02% | 14.1K | $2.0M | +0.00%(+0) | $118.87(+27.75%) | 2025-12-31 | |
| HYG | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | 2.35% | 19.3K | $1.6M | +28.21%(+4.24K) | $79.63(+1.04%) | 2025-12-31 | |
| CW | CURTISS WRIGHT CORP COM | 1.84% | 2.2K | $1.2M | -0.54%(-12) | $191.82(+281.58%) | 2025-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (16 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +8.99% | +29.46% | — | — | +12.59% |
| Top 20 Holdings Unweighted | +10.63% | +35.42% | — | — | +14.17% |
Redmont Wealth Advisors Llc reports $66.04M in US-listed equity holdings across 307 positions in its most recent 13F filing. Its largest disclosed positions are RSP (12.9%), NOBL (7.7%) and SPY (5.6%). The top 20 holdings account for 66.2% of reported assets. Its disclosed equity book has returned +29.46% on a three-year cumulative basis. Figures reflect the Q4 2025 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Redmont Wealth Advisors Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1910482). View Redmont Wealth Advisors Llc’s 13F filings on SEC