Woodmont Investment Counsel LLC holds a focused book of 286 stocks worth $1.8B as of Q2 2026 (disclosed Jul 27, 2026, a ~27-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.
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 the share of each fund's own book sitting in the names it shares with Woodmont Investment Counsel LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
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 |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
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.
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, filed up to 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. Price-derived performance is withheld until the price-source policy and freshness gate are green.