WOODMONT INVESTMENT COUNSEL LLC: 13F holdings
CIK 11336532026Q2
| Positions | 286 |
|---|
| Reported value | $1.8bn |
|---|
| Filed | 2026-07-27 |
|---|
Change since last quarter
| Positions | 286 (+23 vs prior quarter) |
|---|
| Reported value | $1.8bn (+12.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VUG VANGUARD INDEX FDS | 2,524,114 | $217.4m | 11.9% |
| VTV VANGUARD INDEX FDS | 752,493 | $164.0m | 9.0% |
| VEA VANGUARD TAX-MANAGED FDS | 1,570,715 | $111.9m | 6.1% |
| AAPL APPLE INC | 171,570 | $49.6m | 2.7% |
| IBDU ISHARES TR | 1,771,527 | $41.0m | 2.2% |
| AVGO BROADCOM INC | 105,500 | $39.9m | 2.2% |
| SNEX STONEX GROUP INC | 317,920 | $37.7m | 2.1% |
| IBDT ISHARES TR | 1,453,743 | $36.7m | 2.0% |
| VTI VANGUARD INDEX FDS | 96,017 | $35.5m | 1.9% |
| SPTS SPDR SERIES TRUST | 1,171,212 | $34.0m | 1.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1133653")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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