WOODMONT INVESTMENT COUNSEL LLC

Est. AUM

$1.59B

13F long equity, this entity only

Positions

260

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	GROWTH ETF	$181.3M	415008	11.42%	SOLE
2	VANGUARD INDEX FDS	VALUE ETF	$144.9M	738418	9.13%	SOLE
3	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$99.0M	1544563	6.24%	SOLE
4	APPLE INC	COM	$43.4M	171186	2.74%	SOLE
5	ISHARES TR	IBDS DEC28 ETF	$41.1M	1624154	2.59%	SOLE
6	ISHARES TR	IBONDS DEC 29	$40.7M	1751750	2.57%	SOLE
7	BROADCOM INC	COM	$33.8M	109113	2.13%	SOLE
8	ISHARES TR	IBONDS 27 ETF	$33.0M	1360290	2.08%	SOLE
9	SPDR SERIES TRUST	STATE STREET SPD	$31.3M	1073443	1.97%	SOLE
10	VANGUARD INDEX FDS	TOTAL STK MKT	$30.3M	94555	1.91%	SOLE
11	MICROSOFT CORP	COM	$29.0M	78322	1.83%	SOLE
12	VANGUARD INDEX FDS	MID CAP ETF	$27.9M	97156	1.76%	SOLE
13	STONEX GROUP INC	COM	$27.6M	342462	1.74%	SOLE
14	VANGUARD INDEX FDS	SMALL CP ETF	$25.7M	98052	1.62%	SOLE
15	HCA HEALTHCARE INC	COM	$24.9M	52522	1.57%	SOLE
16	JPMORGAN CHASE & CO	COM	$24.3M	82715	1.53%	SOLE
17	CHEVRON CORPORATION	COM	$23.7M	114378	1.49%	SOLE
18	ISHARES TR	IBONDS DEC 2030	$23.3M	1064345	1.47%	SOLE
19	JOHNSON & JOHNSON	COM	$22.5M	91900	1.42%	SOLE
20	MERCK & CO INC	COM	$20.7M	172439	1.31%	SOLE
21	DUKE ENERGY CORP NEW	COM NEW	$20.7M	158167	1.30%	SOLE
22	SPDR INDEX SHS FDS	STATE STREET SPD	$20.7M	440795	1.30%	SOLE
23	ELI LILLY & CO	COM	$20.2M	21949	1.27%	SOLE
24	SSGA ACTIVE ETF TR	STATE STREET DOU	$18.6M	467143	1.17%	SOLE
25	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$17.6M	234917	1.11%	SOLE
26	ALPHABET INC	CAP STK CL C	$17.5M	61175	1.11%	SOLE
27	SPDR SERIES TRUST	STATE STREET SPD	$16.3M	569599	1.03%	SOLE
28	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$16.2M	33708	1.02%	SOLE
29	ALPHABET INC	CAP STK CL A	$14.9M	51802	0.94%	SOLE
30	ISHARES TR	3 7 YR TREAS BD	$13.2M	110902	0.83%	SOLE
31	DELL TECHNOLOGIES INC	CL C	$12.9M	78615	0.81%	SOLE
32	PROCTER & GAMBLE CO	COM	$12.7M	87767	0.80%	SOLE
33	PINNACLE FINL PARTNERS INC	COM	$11.8M	136953	0.74%	SOLE
34	CHUBB LTD SWITZ	COM	$11.6M	35467	0.73%	SOLE
35	EXXON MOBIL CORP	COM	$11.0M	64567	0.69%	SOLE
36	VERIZON COMMUNICATIONS INC	COM	$10.5M	209953	0.66%	SOLE
37	DIAMONDBACK ENERGY INC	COM	$10.4M	52771	0.66%	SOLE
38	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$9.8M	66178	0.62%	SOLE
39	VANECK ETF TRUST	SEMICONDUCTR ETF	$9.7M	25250	0.61%	SOLE
40	J P MORGAN EXCHANGE TRADED F	US QUALTY FCTR	$9.6M	156626	0.61%	SOLE
41	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$9.5M	44190	0.60%	SOLE
42	SCHWAB STRATEGIC TR	INTERNL DIVID	$9.2M	290541	0.58%	SOLE
43	COCA COLA CO	COM	$9.2M	120502	0.58%	SOLE
44	NATIONAL HEALTH INVS INC	COM	$8.4M	104119	0.53%	SOLE
45	VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$8.1M	138845	0.51%	SOLE
46	ISHARES TR	ISHS 1-5YR INVS	$8.0M	151405	0.50%	SOLE
47	PFIZER INC	COM	$7.8M	278391	0.49%	SOLE
48	BROOKFIELD ASSET MANAGMT LTD	CL A LMT VTG SHS	$7.7M	173492	0.49%	SOLE
49	EMERSON ELEC CO	COM	$7.4M	56527	0.47%	SOLE
50	WALMART INC	COM	$6.9M	55159	0.43%	SOLE

1–50 of 260

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.