Universe · entity
Piedmont Capital Management, LLC
Institutional manager (13F) · CIK 1656150
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $197M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | VANGUARD WHITEHALL FDS | $24M | 163,823 |
| 2 | SPDR INDEX SHS FDS | $24M | 382,422 |
| 3 | PUTNAM ETF TRUST | $23M | 486,775 |
| 4 | WORLD GOLD TR | $21M | 222,303 |
| 5 | ISHARES TR | $17M | 180,252 |
| 6 | VANECK ETF TRUST | $14M | 147,996 |
| 7 | SPDR SERIES TRUST | $14M | 132,183 |
| 8 | ISHARES TR | $10M | 196,584 |
| 9 | INVESCO EXCH TRADED FD TR II | $5M | 232,234 |
| 10 | EA SERIES TRUST | $4M | 72,198 |
| 11 | ISHARES TR | $4M | 23,888 |
| 12 | VANGUARD INDEX FDS | $3M | 10,270 |
| 13 | VANECK ETF TRUST | $3M | 113,524 |
| 14 | VANECK ETF TRUST | $3M | 55,966 |
| 15 | ISHARES TR | $3M | 46,360 |
| 16 | CISCO SYS INC | $2M | 21,051 |
| 17 | VANGUARD SPECIALIZED FUNDS | $2M | 7,581 |
| 18 | COCA COLA CO | $1M | 17,753 |
| 19 | VERIZON COMMUNICATIONS INC | $1M | 27,763 |
| 20 | JOHNSON & JOHNSON | $1M | 5,579 |
| 21 | ISHARES TR | $1M | 20,278 |
| 22 | MERCK & CO INC | $1M | 10,164 |
| 23 | IBM CORP | $1M | 4,719 |
| 24 | CHEVRON CORP NEW | $1M | 5,725 |
| 25 | INVSC QQQ TR | $1M | 1,840 |
| 26 | VANGUARD BD INDEX FDS | $1M | 14,669 |
| 27 | EXXON MOBIL CORP | $970k | 5,987 |
| 28 | VANGUARD INDEX FDS | $927k | 10,244 |
| 29 | AMGEN INC | $923k | 2,687 |
| 30 | STANTEC INC | $920k | 10,458 |
| 31 | ISHARES TR | $814k | 1,231 |
| 32 | JPMORGAN CHASE & CO | $698k | 2,357 |
| 33 | MICROSOFT CORP | $672k | 1,806 |
| 34 | APPLE INC | $589k | 2,273 |
| 35 | CATERPILLAR INC | $524k | 732 |
| 36 | UNITEDHEALTH GROUP INC | $520k | 1,846 |
| 37 | 3M CO | $437k | 3,014 |
| 38 | SIMON PPTY GROUP INC NEW | $341k | 1,799 |
| 39 | NIKE INC | $300k | 6,802 |
| 40 | WALMART INC | $296k | 2,340 |
| 41 | VANGUARD WORLD FD | $295k | 792 |
| 42 | SPDR S&P 500 ETF TR | $293k | 446 |
| 43 | HOME DEPOT INC | $292k | 898 |
| 44 | ISHARES TR | $289k | 2,229 |
| 45 | VANECK ETF TRUST | $273k | 2,820 |
| 46 | GOLDMAN SACHS GROUP INC | $255k | 294 |
| 47 | PROCTER & GAMBLE CO | $254k | 1,783 |
| 48 | ORACLE CORP | $231k | 1,597 |
| 49 | GLACIER BANCORP INC NEW | $211k | 4,590 |
| 50 | GABELLI UTIL TR | $150k | 24,977 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.