WOODMONT INVESTMENT COUNSEL LLC

CIK 0001133653 · NASHVILLE, TN · Quarter end: 2026-06-30 · Filed on: 2026-07-27 · Open the SEC source

WOODMONT INVESTMENT COUNSEL LLC reported 287 positions worth $1.83B as of June 30, 2026 (13F filed July 27, 2026). Largest holding: VUG (11.9%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$1.83B
2026 Q2
Positions
287
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
41.9%
Est. Net Flow (Q)
2026 Q2
10 / 287 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1VUGVANGUARD INDEX FDSSH$217.4M11.87%2,524,114
2VTVVANGUARD INDEX FDSSH$164.0M8.95%752,493
3VEAVANGUARD TAX-MANAGED FDSSH$111.9M6.11%1,570,715
4AAPLAPPLE INCSH$49.6M2.71%171,570
5IBDUISHARES TRSH$41.0M2.24%1,771,527
6AVGOBROADCOM INCSH$39.9M2.18%105,500
7SNEXSTONEX GROUP INCSH$37.7M2.06%317,920
8IBDTISHARES TRSH$36.7M2.00%1,453,743
9VTIVANGUARD INDEX FDSSH$35.5M1.94%96,017
10SPTSSPDR SERIES TRUSTSH$34.0M1.85%1,171,212

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does WOODMONT INVESTMENT COUNSEL LLC hold as of Q2 2026?

WOODMONT INVESTMENT COUNSEL LLC reported 287 positions worth $1.83B in its Q2 2026 13F filing. Largest positions: VUG (11.9%), VTV (9.0%), VEA (6.1%), AAPL (2.7%) and IBDU (2.2%).

What did WOODMONT INVESTMENT COUNSEL LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did WOODMONT INVESTMENT COUNSEL LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.