§ 13F · FUND PROFILE
WOODMONT INVESTMENT COUNSEL LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1515.5T (13F)Positions · 276Turnover · — · Q4Filed · Jan 21, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$19.0T 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 JAN 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | 406K | $198.2T | 12.4% | +3% |
| 2 | VTV | VANGUARD INDEX FDS | 748K | $143.0T | 9.0% | +6% |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | 1.49M | $93.3T | 5.9% | +4% |
| 4 | AAPL | APPLE INC | 170K | $46.2T | 2.9% | −1% |
| 5 | IBDT | ISHARES TR | 1.63M | $41.4T | 2.6% | ±0% |
| 6 | IBDU | ISHARES TR | 1.75M | $40.9T | 2.6% | +1% |
| 7 | AVGO | BROADCOM INC | 109K | $37.6T | 2.4% | −5% |
| 8 | MSFT | MICROSOFT CORP | 76K | $36.7T | 2.3% | +1% |
| 9 | IBDS | ISHARES TR | 1.36M | $33.1T | 2.1% | −1% |
| 10 | VTI | VANGUARD INDEX FDS | 93K | $31.3T | 2.0% | +2% |
§ 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 $1515468.8 trillion in assets. The fund runs a broad portfolio of 276 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed