§ 13F · FUND PROFILE
WOODMONT INVESTMENT COUNSEL LLC.
AUM · $1.8B (13F)Positions · 287Turnover · n/a · Q2Filed · Jul 27, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$23M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | 2.52M | $217M | 11.9% | +508% |
| 2 | VTV | VANGUARD INDEX FDS | 752K | $164M | 9.0% | +2% |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | 1.57M | $112M | 6.1% | +2% |
| 4 | AAPL | APPLE INC | 172K | $50M | 2.7% | ±0% |
| 5 | IBDU | ISHARES TR | 1.77M | $41M | 2.2% | +1% |
| 6 | AVGO | BROADCOM INC | 106K | $40M | 2.2% | −3% |
| 7 | SNEX | STONEX GROUP INC | 318K | $38M | 2.1% | −7% |
| 8 | IBDT | ISHARES TR | 1.45M | $37M | 2.0% | −10% |
| 9 | VTI | VANGUARD INDEX FDS | 96K | $36M | 1.9% | +2% |
| 10 | SPTS | SPDR SERIES TRUST | 1.17M | $34M | 1.9% | +9% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WOODMONT SIGNAL
AC read
WOODMONT INVESTMENT COUNSEL LLC is a Other fund managing $1.8 billion in assets. The fund runs a broad portfolio of 287 positions.
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