§ 13F · FUND PROFILE
Piedmont Capital Management, LLC/NC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 115Turnover · — · Q4Filed · Feb 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$152.1T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 36K | $22.5T | 14.8% | NEW |
| 2 | BRK/A | BERKSHIRE HATHAWAY INC DEL | 17 | $12.8T | 8.4% | NEW |
| 3 | FLQM | FRANKLIN TEMPLETON ETF TR | 177K | $9.9T | 6.5% | NEW |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | 155K | $9.7T | 6.4% | NEW |
| 5 | SPY | SPDR S&P 500 ETF TR | 10K | $7.1T | 4.7% | NEW |
| 6 | LVHI | LEGG MASON ETF INVT | 162K | $6.0T | 3.9% | NEW |
| 7 | IWD | ISHARES TR | 28K | $5.8T | 3.8% | NEW |
| 8 | IVV | ISHARES TR | 7K | $5.0T | 3.3% | NEW |
| 9 | AAPL | APPLE INC | 16K | $4.3T | 2.9% | NEW |
| 10 | NVDA | NVIDIA CORPORATION | 23K | $4.2T | 2.8% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PIEDMONT SIGNAL
AC read
Piedmont Capital Management, LLC/NC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed