WOODMONT INVESTMENT COUNSEL LLC
CIK 0001133653 · NASHVILLE, TN · Quarter end: 2026-06-30 · Filed on: 2026-07-27 · Open the SEC source ↗
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
Top Holdings
VUG
VANGUARD INDEX FDS
11.9%
VTV
VANGUARD INDEX FDS
9.0%
VEA
VANGUARD TAX-MANAGED FDS
6.1%
AAPL
APPLE INC
2.7%
IBDU
ISHARES TR
2.2%
AVGO
BROADCOM INC
2.2%
SNEX
STONEX GROUP INC
2.1%
IBDT
ISHARES TR
2.0%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.