Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
WOODMONT INVESTMENT COUNSEL LLC (CIK 1133653) reported $1.62B across 262 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VUG ($181.3M, 11.17%), VTV ($144.9M, 8.93%), VEA ($99.0M, 6.10%), AAPL ($43.4M, 2.68%), IBDT ($41.1M, 2.54%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | $181.3M | 11.17% | 415,008 | Added |
| 2 | VTV | VANGUARD INDEX FDS | $144.9M | 8.93% | 738,418 | Trimmed |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | $99.0M | 6.10% | 1.5M | Added |
| 4 | AAPL | APPLE INC | $43.4M | 2.68% | 171,186 | Added |
| 5 | IBDT | ISHARES TR | $41.1M | 2.54% | 1.6M | Trimmed |
| 6 | IBDU | ISHARES TR | $40.7M | 2.51% | 1.8M | Added |
| 7 | AVGO | BROADCOM INC | $33.8M | 2.08% | 109,113 | Added |
| 8 | IBDS | ISHARES TR | $33.0M | 2.03% | 1.4M | Trimmed |
| 9 | SPTS | SPDR SERIES TRUST | $31.3M | 1.93% | 1.1M | Added |
| 10 | VTI | VANGUARD INDEX FDS | $30.3M | 1.87% | 94,555 | Added |
| 11 | MSFT | MICROSOFT CORP | $29.0M | 1.79% | 78,322 | Added |
| 12 | VO | VANGUARD INDEX FDS | $27.9M | 1.72% | 97,156 | Added |
| 13 | SNEX | STONEX GROUP INC | $27.6M | 1.70% | 342,462 | Added |
| 14 | VB | VANGUARD INDEX FDS | $25.7M | 1.58% | 98,052 | Added |
| 15 | HCA | HCA HEALTHCARE INC | $24.9M | 1.53% | 52,522 | Trimmed |
| 16 | JPM | JPMORGAN CHASE & CO | $24.3M | 1.50% | 82,715 | Added |
| 17 | CVX | CHEVRON CORPORATION | $23.7M | 1.46% | 114,378 | Added |
| 18 | IBDV | ISHARES TR | $23.3M | 1.44% | 1.1M | Added |
| 19 | JNJ | JOHNSON & JOHNSON | $22.5M | 1.38% | 91,900 | Added |
| 20 | MRK | MERCK & CO INC | $20.7M | 1.28% | 172,439 | Added |
| 21 | DUK | DUKE ENERGY CORP NEW | $20.7M | 1.28% | 158,167 | Added |
| 22 | SPEM | SPDR INDEX SHS FDS | $20.7M | 1.27% | 440,795 | Added |
| 23 | LLY | ELI LILLY & CO | $20.2M | 1.24% | 21,949 | Added |
| 24 | IBDW | ISHARES TR | $19.6M | 1.21% | 936,335 | Added |
| 25 | TOTL | SSGA ACTIVE ETF TR | $18.6M | 1.14% | 467,143 | Added |
Source: SEC Form 13F filings · as of 2026-03-31