account_balance
Investment manager · 13F filer · SEC CIK 1133653
Woodmont Investment Counsel LLC
Reported value$1.88Bas of Sep 30, 2026
Positions288 16 new, 14 sold out
Top 10 weight42.9%VUG alone is 12%
FiledOct 2929 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VUGVanguard Index FDS
12.3%
VTVVanguard Index FDS
8.8%Added +2%
VEAVanguard Tax-Managed FDS
6.0%Added +2%
AAPLApple Inc.
3.1%Added +3%
MSFTMicrosoft Corp
2.3%Added +7%
IBDUiShares Tr
2.2%Added +3%
SPTSSPDR Series Trust
2.2%+21%
IBDViShares Tr
2.0%+51%
AVGOBroadcom Inc.
2.0%
IBDTiShares Tr
2.0%
IBDWiShares Tr
1.9%+61%
VTIVanguard Index FDS
1.9%
VUGVanguard Index FDS
12.3%
VTVVanguard Index FDS
8.8%Added +2%
VEAVanguard Tax-Managed FDS
6.0%+2%
AAPLApple Inc.
3.1%+3%
MSFT2.3%IBDU2.2%
SPTS
IBDV2.0%
AVGO2.0%IBDT
IBDW
VTI1.9%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VUG Vanguard Index FDS 12.3% Held
VTV Vanguard Index FDS 8.8% Added +2%
VEA Vanguard Tax-Managed FDS 6.0% Added +2%
AAPL Apple Inc. 3.1% Added +3%MSFT Microsoft Corp 2.3% Added +7%IBDU iShares Tr 2.2% Added +3%
SPTS SPDR Series Trust 2.2% Added +21%
IBDV iShares Tr 2.0% Added +51%
AVGO Broadcom Inc. 2.0% HeldIBDT iShares Tr 2.0% Held
IBDW iShares Tr 1.9% Added +61%
VTI Vanguard Index FDS 1.9% Held
What changed
Biggest moves since Jun 30, 2026
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