account_balance

Investment manager · 13F filer · SEC CIK 2108281

Piedmont Capital Management, LLC

Reported value$168Mas of Sep 30, 2026
Positions125 11 new, 9 sold out
Top 10 weight55.7%VOO alone is 16%
FiledOct 2121 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

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
VOO Vanguard Index FDS 15.8% Added +3%
VEA Vanguard Tax-Managed FDS 7.0% Held
FLQM Franklin Templeton ETF Tr 5.7% Trimmed −4%
LVHI Legg Mason ETF Invt 5.0% Added +5%
SPY SPDR S&P 500 ETF Trust 4.7% Held
IWD iShares Tr 4.0% Held
Berkshire Hathaway Inc 4.0% Held
IVV iShares Tr 3.3% Held
AAPL Apple Inc. 3.1% HeldNVDA NVIDIA Corp 3.0% Held
SCHG Schwab Strategic Tr 2.8% Added +5%
EAGL 2023 ETF Series Trust 2.5% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 21, 2026, compared with the Aug 13, 2026 filing
add_circleNew
arrow_upwardAdded
  • FRDM +236%
  • SCHD +12%
  • SCHG +5%
  • LVHI +5%
arrow_downwardTrimmed
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist