StockDriftsStockDriftsTop 50 Woodmont Investment Counsel LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | 11.87% | 2.52M | $217.4M | +1.37%(+34.07K) | $37.90(+135.33%) | 2026-06-30 | |
| VTV | VANGUARD INDEX FDS | 8.95% | 752.5K | $164.0M | +1.91%(+14.07K) | $124.79(+82.31%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 6.11% | 1.57M | $111.9M | +1.69%(+26.15K) | $45.57(+62.40%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.71% | 171.6K | $49.6M | +0.22%(+384) | $73.61(+314.88%) | 2026-06-30 | |
| IBDU | ISHARES TR | 2.24% | 1.77M | $41.0M | +1.13%(+19.78K) | $23.02(+0.21%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 2.18% | 105.5K | $39.9M | -3.31%(-3.61K) | $61.51(+540.09%) | 2026-06-30 | |
| SNEX | STONEX GROUP INC | 2.06% | 317.9K | $37.7M | -7.17%(-24.54K) | $28.93(+131.90%) | 2026-06-30 | |
| IBDT | ISHARES TR | 2% | 1.45M | $36.7M | -10.49%(-170.41K) | $24.71(+1.96%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 1.94% | 96.0K | $35.5M | +1.55%(+1.46K) | $206.51(+85.64%) | 2026-06-30 | |
| SPTS | SPDR SERIES TRUST | 1.86% | 1.17M | $34.0M | +9.11%(+97.77K) | $29.18(-0.71%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.72% | +50.97% | +8.88% | +53.02% |
| Top 20 Holdings Unweighted | +13.52% | +46.31% | +8.26% | +48.69% |
Woodmont Investment Counsel LLC reports $1.83B in US-listed equity holdings across 286 positions in its most recent 13F filing. Its largest disclosed positions are VUG (11.9%), VTV (8.9%) and VEA (6.1%). The top 20 holdings account for 56.9% of reported assets. Its disclosed equity book has returned +50.97% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Woodmont Investment Counsel LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1133653). View Woodmont Investment Counsel LLC’s 13F filings on SEC