Woodmont Investment Counsel LLC holds a focused book of 286 stocks worth $1.8B as of Q2 2026 (disclosed Jul 27, 2026, a ~45-day 13F lag). This quarter they opened Ishares Flex I A ETF-Usd Inc and trimmed Broadcom Inc. Their largest long position is Vanguard Growth ETF at 12% of the equity book. They also disclosed $48K in call options (bullish), shown separately below and excluded from the equity book. Cloning the disclosed picks since 2024 would be +25% (+13.6%/yr). That is a simulation of the disclosed long book, not audited returns.
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This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1133653/holdings"
Use Arkolith to show WOODMONT INVESTMENT COUNSEL LLC's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 1.8 points over this window.
Growth of $10,000 cloning Woodmont Investment Counsel LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
40% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Woodmont Investment Counsel LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| FMR LLC | 80 / 80 | $701.3B |
| MORGAN STANLEY | 80 / 80 | $580.3B |
| JPMORGAN CHASE & CO | 80 / 80 | $506.1B |
| BANK OF AMERICA CORP /DE/ | 80 / 80 | $454.4B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $175.6B |
| ROYAL BANK OF CANADA | 80 / 80 | $171.7B |
| UBS Group AG | 80 / 80 | $155.0B |
| PNC FINANCIAL SERVICES GROUP, INC. | 80 / 80 | $100.6B |
Ranked by how many of Woodmont Investment Counsel LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS GROWTH ETF | $217.4M | 2.52M | 11.9% | ▲+508% Added · +2.1M sh | |
| 2 | Vanguard Index FDS VALUE ETF | $164.0M | 752.5K | 9.0% | ▲+1.9% Added · +14K sh | |
| 3 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $111.9M | 1.57M | 6.1% | ▲+1.7% Added · +26K sh | |
| 4 | Apple Inc COM | $49.6M | 171.6K | 2.7% | ▲+0.2% Added · +384 sh | |
| 5 | Ishares TR IBONDS DEC 29 | $41.0M | 1.77M | 2.2% | ▲+1.1% Added · +20K sh | |
| 6 | Broadcom Inc COM | $39.9M | 105.5K | 2.2% | ▼−3.3% Reduced · −4K sh | |
| 7 | Stonex Group Inc COM | $37.7M | 317.9K | 2.1% | ▼−7.2% Reduced · −25K sh | |
| 8 | Ishares TR IBDS DEC28 ETF | $36.7M | 1.45M | 2.0% | ▼−10% Reduced · −170K sh | |
| 9 | Vanguard Index FDS TOTAL STK MKT | $35.5M | 96.0K | 1.9% | ▲+1.5% Added · +1K sh | |
| 10 | SPDR Series Trust ST SHO TREAS ETF | $34.0M | 1.17M | 1.9% | ▲+9.1% Added · +98K sh | |
| 11 | Vanguard Index FDS MID CAP ETF | $31.7M | 394.0K | 1.7% | ▲+306% Added · +297K sh | |
| 12 | Dell Technologies Inc CL C | $30.6M | 71.0K | 1.7% | ▼−9.7% Reduced · −8K sh | |
| 13 | Microsoft Corp COM | $29.7M | 79.7K | 1.6% | ▲+1.8% Added · +1K sh | |
| 14 | Vanguard Index FDS SMALL CP ETF | $29.7M | 97.9K | 1.6% | ▼−0.1% Reduced · −112 sh | |
| 15 | JPMorgan Chase & Co COM | $27.1M | 82.7K | 1.5% | ▲~0% Added · +17 sh | |
| 16 | Eli Lilly & Co COM | $26.6M | 22.2K | 1.5% | ▲+1.1% Added · +234 sh | |
| 17 | Ishares TR IBONDS DEC 2030 | $26.3M | 1.21M | 1.4% | ▲+13% Added · +143K sh | |
| 18 | Ishares TR IBONDS 27 ETF | $25.7M | 1.06M | 1.4% | ▼−22% Reduced · −297K sh | |
| 19 | Ishares TR IBONDS DEC 2031 | $23.5M | 1.13M | 1.3% | ▲+20% Added · +192K sh | |
| 20 | SPDR Index SHS FDS ST PORT MARK ETF | $23.4M | 452.3K | 1.3% | ▲+2.6% Added · +11K sh | |
| 21 | Johnson & Johnson COM | $23.4M | 92.1K | 1.3% | ▲+0.2% Added · +161 sh | |
| 22 | Merck & Co Inc COM | $22.3M | 173.2K | 1.2% | ▲+0.4% Added · +740 sh | |
| 23 | Alphabet Inc CAP STK CL C | $21.5M | 60.8K | 1.2% | ▼−0.7% Reduced · −419 sh | |
| 24 | Hca Healthcare Inc COM | $21.3M | 54.6K | 1.2% | ▲+4.0% Added · +2K sh | |
| 25 | Ssga Active ETF TR ST STR TOTAL ETF | $21.0M | 533.3K | 1.1% | ▲+14% Added · +66K sh | |
| 26 | Duke Energy Corp New COM NEW | $20.3M | 160.1K | 1.1% | ▲+1.2% Added · +2K sh | |
| 27 | Vanguard Intl Equity Index F ALLWRLD EX US | $19.7M | 235.5K | 1.1% | ▲+0.2% Added · +582 sh | |
| 28 | Chevron Corporation COM | $19.4M | 116.8K | 1.1% | ▲+2.1% Added · +2K sh | |
| 29 | Alphabet Inc CAP STK CL A | $18.5M | 51.9K | 1.0% | ▲+0.1% Added · +58 sh | |
| 30 | SPDR Series Trust ST INTER ETF | $17.1M | 602.8K | 0.9% | ▲+5.8% Added · +33K sh | |
| 31 | Berkshire Hathaway Inc Del CL B NEW | $17.0M | 34.0K | 0.9% | ▲+0.8% Added · +269 sh | |
| 32 | Vaneck ETF Trust SEMICONDUCTR ETF | $16.5M | 25.1K | 0.9% | ▼−0.5% Reduced · −128 sh | |
| 33 | Pinnacle Finl Partners Inc COM | $13.7M | 135.9K | 0.7% | ▼−0.7% Reduced · −1K sh | |
| 34 | Ishares TR 0-3 MTH TREASURY | $13.7M | 136.0K | 0.7% | ▼−0.2% Reduced · −316 sh | |
| 35 | Ishares TR ISHARES SEMICDTR | $13.2M | 20.7K | 0.7% | ▼−0.7% Reduced · −150 sh | |
| 36 | Procter & Gamble Co COM | $13.0M | 88.3K | 0.7% | ▲+0.7% Added · +575 sh | |
| 37 | BlackRock ETF Trust II ISHA FLEX IN ETF | $12.9M | 245.6K | 0.7% | ▲New New position | |
| 38 | Ishares TR 3 7 YR TREAS BD | $12.4M | 105.6K | 0.7% | ▼−4.8% Reduced · −5K sh | |
| 39 | Chubb Limited COM | $12.4M | 36.3K | 0.7% | ▲+2.2% Added · +793 sh | |
| 40 | J P Morgan Exchange Traded F US QUALTY FCTR | $12.3M | 169.7K | 0.7% | ▲+8.3% Added · +13K sh | |
| 41 | Vanguard Specialized Funds DIV APP ETF | $10.4M | 44.0K | 0.6% | ▼−0.5% Reduced · −223 sh | |
| 42 | Vanguard Whitehall FDS HIGH DIV YLD | $10.4M | 65.8K | 0.6% | ▼−0.5% Reduced · −350 sh | |
| 43 | Coca Cola Co COM | $9.9M | 121.8K | 0.5% | ▲+1.0% Added · +1K sh | |
| 44 | National Health Invs Inc COM | $9.6M | 125.8K | 0.5% | ▲+21% Added · +22K sh | |
| 45 | Schwab Strategic TR INTERNL DIVID | $9.5M | 300.9K | 0.5% | ▲+3.5% Added · +10K sh | |
| 46 | Diamondback Energy Inc COM | $9.3M | 53.1K | 0.5% | ▲+0.6% Added · +292 sh | |
| 47 | Vanguard Index FDS S&P 500 ETF SHS | $9.2M | 13.5K | 0.5% | ▲+33% Added · +3K sh | |
| 48 | Verizon Communications Inc COM | $9.1M | 216.0K | 0.5% | ▲+2.9% Added · +6K sh | |
| 49 | Exxon Mobil Corp COM | $8.7M | 63.9K | 0.5% | ▼−1.0% Reduced · −643 sh | |
| 50 | Palo Alto Networks Inc COM | $8.5M | 25.0K | 0.5% | ▼−13% Reduced · −4K sh |
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| CALL · bullish | TAIWAN SEMICONDUCTOR-SP ADRTSM | $48K | 100 |
13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 27, 2026 | 287 | $1.8B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 5, 2026 | 263 | $1.6B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 21, 2026 | 261 | $1.6B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 4, 2025 | 259 | $1.5B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 22, 2025 | 276 | $1.5B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 22, 2025 | 270 | $1.4B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 11, 2025 | 259 | $1.4B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 31, 2024 | 256 | $1.3B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.