WOODMONT INVESTMENT COUNSEL LLC

Institutional manager (13F) · CIK 1133653

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $1.3B

#	Issuer	Value	Shares
1	VANGUARD INDEX FDS	$181M	415,008
2	VANGUARD INDEX FDS	$145M	738,418
3	VANGUARD TAX-MANAGED FDS	$99M	1,544,563
4	APPLE INC	$43M	171,186
5	ISHARES TR	$41M	1,624,154
6	ISHARES TR	$41M	1,751,750
7	BROADCOM INC	$34M	109,113
8	ISHARES TR	$33M	1,360,290
9	SPDR SERIES TRUST	$31M	1,073,443
10	VANGUARD INDEX FDS	$30M	94,555
11	MICROSOFT CORP	$29M	78,322
12	VANGUARD INDEX FDS	$28M	97,156
13	STONEX GROUP INC	$28M	342,462
14	VANGUARD INDEX FDS	$26M	98,052
15	HCA HEALTHCARE INC	$25M	52,522
16	JPMORGAN CHASE & CO	$24M	82,715
17	CHEVRON CORPORATION	$24M	114,378
18	ISHARES TR	$23M	1,064,345
19	JOHNSON & JOHNSON	$22M	91,900
20	MERCK & CO INC	$21M	172,439
21	DUKE ENERGY CORP NEW	$21M	158,167
22	SPDR INDEX SHS FDS	$21M	440,795
23	ELI LILLY & CO	$20M	21,949
24	ISHARES TR	$20M	936,335
25	SSGA ACTIVE ETF TR	$19M	467,143
26	VANGUARD INTL EQUITY INDEX F	$18M	234,917
27	ALPHABET INC	$18M	61,175
28	SPDR SERIES TRUST	$16M	569,599
29	BERKSHIRE HATHAWAY INC DEL	$16M	33,708
30	ALPHABET INC	$15M	51,802
31	ISHARES TR	$14M	136,357
32	ISHARES TR	$13M	110,902
33	DELL TECHNOLOGIES INC	$13M	78,615
34	PROCTER & GAMBLE CO	$13M	87,767
35	PINNACLE FINL PARTNERS INC	$12M	136,953
36	CHUBB LTD SWITZ	$12M	35,467
37	EXXON MOBIL CORP	$11M	64,567
38	VERIZON COMMUNICATIONS INC	$11M	209,953
39	DIAMONDBACK ENERGY INC	$10M	52,771
40	VANGUARD WHITEHALL FDS	$10M	66,178
41	VANECK ETF TRUST	$10M	25,250
42	J P MORGAN EXCHANGE TRADED F	$10M	156,626
43	VANGUARD SPECIALIZED FUNDS	$10M	44,190
44	SCHWAB STRATEGIC TR	$9M	290,541
45	COCA COLA CO	$9M	120,502
46	NATIONAL HEALTH INVS INC	$8M	104,119
47	VANGUARD SCOTTSDALE FDS	$8M	138,845
48	ISHARES TR	$8M	151,405
49	PFIZER INC	$8M	278,391
50	BROOKFIELD ASSET MANAGMT LTD	$8M	173,492

All filings on EDGAR ↗

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.