Woodmont Investment Counsel
$1.6B Assets Reported
274 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | 415,008 | $181M | 11.2% |
| VTV | VANGUARD INDEX FDS | 738,418 | $145M | 8.9% |
| VEA | VANGUARD TAX-MANAGED FDS | 1,544,563 | $99M | 6.1% |
| AAPL | APPLE INC | 171,186 | $43M | 2.7% |
| IBDT | ISHARES TR | 1,624,154 | $41M | 2.5% |
| IBDU | ISHARES TR | 1,751,750 | $41M | 2.5% |
| AVGO | BROADCOM INC | 109,113 | $34M | 2.1% |
| IBDS | ISHARES TR | 1,360,290 | $33M | 2.0% |
| SPTS | SPDR SERIES TRUST | 1,073,443 | $31M | 1.9% |
| VTI | VANGUARD INDEX FDS | 94,555 | $30M | 1.9% |
Track Woodmont Investment Counsel's 13F portfolio: $1.6B in reported holdings, 274 positions. Top holdings, AUM, and quarterly changes on SentiSense.