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CIK: 0001133653
Total reported value
$1.8B
$1.8B
261 檔
28.5%
The Q4 2025 SEC filing reveals that Woodmont Investment Counsel LLC held a total portfolio value of $1.8B, covering 261 public equity positions.
In Q4 2025, Woodmont Investment Counsel LLC displayed an active expansion posture, initiating 4 new positions and adding to 36 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 261 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 12.42% | +0.70% | +3.37% | |
| 2 | VTV | Vanguard Value ETF | ETF-Other | 8.96% | +0.02% | +5.66% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 5.85% | +0.01% | +4.28% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 2.90% | +0.03% | -1.47% | |
| 5 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 2.59% | -0.54% | -0.01% | |
| 6 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 2.56% | -0.27% | +0.86% | |
| 7 | AVGO | Broadcom Inc | Stock-Tech | 2.36% | +0.10% | -4.96% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.30% | -0.17% | +0.77% | |
| 9 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 2.07% | -0.62% | -1.09% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.96% | +0.07% | +1.77% | |
| 11 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 1.81% | -0.07% | +4.68% | |
| 12 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.72% | +0.01% | +4.15% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.64% | -0.02% | +0.80% | |
| 14 | VB | Vanguard Small-cap ETF | ETF-Other | 1.57% | +0.04% | +2.34% | |
| 15 | HCA | Hca Healthcare Inc | Stock-Healthcare | 1.56% | -0.37% | +0.04% | |
| 16 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.40% | +0.21% | +0.50% | |
| 17 | SNEX | Stonex Group Inc | Stock-Financials | 1.39% | +0.36% | +2.46% | |
| 18 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-Other | 1.32% | — | +19.91% | |
| 19 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 1.26% | +0.01% | +4.48% | |
| 20 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.22% | +0.09% | -0.84% | |
| 21 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.17% | -0.10% | +1.25% | |
| 22 | DUK | Duke Energy CORP | Stock-Utilities | 1.14% | -0.17% | +1.53% | |
| 23 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.13% | -0.07% | +1.91% | |
| 24 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-Other | 1.08% | +0.07% | +34.50% | |
| 25 | CVX | Chevron CORP | Stock-Energy | 1.08% | -0.40% | +1.19% | |
| 26 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 1.08% | -0.01% | +2.09% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.07% | -0.07% | +0.80% | |
| 28 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.97% | +0.09% | +4.00% | |
| 29 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.97% | -0.10% | -4.62% | |
| 30 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 0.96% | -0.08% | -26.36% | |
| 31 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 0.95% | +0.01% | — | |
| 32 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.82% | -0.13% | -4.70% | |
| 33 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.76% | -0.07% | +2.43% | |
| 34 | CB | Chubb Limited | Stock-Financials | 0.67% | -0.04% | +2.40% | |
| 35 | PNW | Pinnacle West Capital Corporation | Stock-Utilities | 0.67% | — | +18.56% | |
| 36 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.61% | -0.03% | -0.18% | |
| 37 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.60% | -0.02% | -0.23% | |
| 38 | DELL | Dell Technologies -c | Stock-Tech | 0.59% | +0.87% | +4.97% | |
| 39 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.57% | +0.30% | +1.97% | |
| 40 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 0.57% | +0.08% | +5.54% | |
| 41 | XLV | Ss Health Care Select Sector | ETF-Other | 0.53% | — | +0.98% | |
| 42 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.52% | -0.15% | +4.44% | |
| 43 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.52% | -0.02% | +3.11% | |
| 44 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.51% | -0.06% | -1.94% | |
| 45 | NHI | Natl Health Investors Inc | Stock-Other | 0.50% | — | +7.82% | |
| 46 | XOM | Exxon Mobil CORP | Stock-Energy | 0.50% | -0.20% | -0.02% | |
| 47 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.50% | -0.06% | -2.36% | |
| 48 | FANG | Diamondback Energy Inc | Stock-Energy | 0.49% | -0.13% | +9.04% | |
| 49 | BAM | Brookfield Asset Mgmt-a | Stock-Financials | 0.46% | -0.05% | +7.26% | |
| 50 | EMR | Emerson Electric Co | Stock-Industrials | 0.45% | -0.01% | +1.94% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | LLY | Eli Lilly & Co | +0.4% | +0.50% | Add |
| 2 | IBDW | Ishares Ibonds Dec 2031 CORP | +0.2% | +34.50% | Add |
| 3 | VTV | Vanguard Value ETF | +0.2% | +5.66% | Add |
| 4 | GOOG | Alphabet Inc-cl C | +0.2% | -0.84% | Trim |
| 5 | GOOGL | Alphabet Inc-cl A | +0.2% | +4.00% | Add |
| 6 | GD | General Dynamics CORP | +0.2% | +152.73% | Add |
| 7 | MRK | Merck & Co. Inc. | +0.2% | +1.91% | Add |
| 8 | VEA | Vanguard Ftse Developed ETF | +0.2% | +4.28% | Add |
| 9 | IBDV | Ishares Ibonds Dec 2030 CORP | +0.2% | +19.91% | Add |
| 10 | CALM | Cal-maine Foods Inc | +0.1% | +454.06% | Add |
| 11 | VOO | Vanguard S&p 500 ETF | +0.1% | +43.00% | Add |
| 12 | JNJ | Johnson & Johnson | +0.1% | +1.25% | Add |
| 13 | PNW | Pinnacle West Capital Corporation | +0.1% | +18.56% | Add |
| 14 | HCA | Hca Healthcare Inc | +0.1% | +0.04% | Add |
| 15 | CB | Chubb Limited | 0% | +2.40% | Add |
| 16 | FANG | Diamondback Energy Inc | 0% | +9.04% | Add |
| 17 | XLV | Ss Health Care Select Sector | 0% | +0.98% | Add |
| 18 | SMH | Vaneck Semiconductor ETF | 0% | +1.97% | Add |
| 19 | KO | Coca-cola Co/the | 0% | +3.11% | Add |
| 20 | SOXX | Ishares Semiconductor ETF | 0% | -0.37% | Trim |
| 21 | BAC | Bank Of America CORP | 0% | +2.72% | Add |
| 22 | DAL | Delta Air Lines Inc | 0% | +0.49% | Add |
| 23 | CAT | Caterpillar Inc | 0% | +1.21% | Add |
| 24 | XOM | Exxon Mobil CORP | 0% | -0.02% | Trim |
| 25 | VEU | Vanguard Ftse All-world Ex-u | — | +2.09% | Add |
| 26 | JQUA | Jpmorgan US Quality Factor | — | +5.54% | Add |
| 27 | AAPL | Apple Inc | 0% | -1.47% | Trim |
| 28 | SPEM | State Street Sp Ptf Em ETF | 0% | +4.48% | Add |
| 29 | SPTS | Ss Spdr P St Term Tsy ETF | 0% | +4.68% | Add |
| 30 | VTI | Vanguard Total Stock Mkt ETF | 0% | +1.77% | Add |
| 31 | VB | Vanguard Small-cap ETF | 0% | +2.34% | Add |
| 32 | VO | Vanguard Mid-cap ETF | 0% | +4.15% | Add |
| 33 | JPM | Jpmorgan Chase & Co | 0% | +0.80% | Add |
| 34 | VUG | Vanguard Growth ETF | -0.1% | +3.37% | Add |
| 35 | PAYX | Paychex Inc | -0.1% | -3.54% | Trim |
| 36 | DELL | Dell Technologies -c | -0.1% | +4.97% | Add |
| 37 | HD | Home Depot Inc | -0.1% | +2.80% | Add |
| 38 | PG | Procter & Gamble Co/the | -0.1% | +2.43% | Add |
| 39 | ORCL | Oracle CORP | -0.1% | -10.10% | Trim |
| 40 | IEI | Ishares 3-7 Year Treasury Bo | -0.1% | -4.70% | Trim |
| 41 | SGOV | Ishares 0-3 Month Treasury B | -0.1% | -4.62% | Trim |
| 42 | DUK | Duke Energy CORP | -0.1% | +1.53% | Add |
| 43 | SNEX | Stonex Group Inc | -0.1% | +2.46% | Add |
| 44 | MSFT | Microsoft CORP | -0.3% | +0.77% | Add |
| 45 | SPTI | Ss Spdr P Int Term Tsy ETF | -0.4% | -26.36% | Trim |
| 46 | TOTL | Ss Doubleline Tr Tact ETF | — | NEW | New buy |
| 47 | VGT | Vanguard Info Tech ETF | — | NEW | New buy |
| 48 | IBMO | Ishares Ibonds Dec 2026 Term | — | EXIT | Sold out |
| 49 | MGK | Vanguard Mega Cap Growth ETF | — | NEW | New buy |
| 50 | ISPY | Proshares S&p High Incom ETF | — | NEW | New buy |
According to official SEC Form 13F filings, Woodmont Investment Counsel LLC reported a total U.S. public equity portfolio value of $1.8B across 261 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VUG, VTV, VEA) accounted for 28.5% of total reported equity market value during Q4 2025.
Top New Position Initiated
TOTL
市值: $15.2M
Top Position Liquidated / Trimmed
IBMO
前期市值: $892.3K
During Q4 2025, Woodmont Investment Counsel LLC's top holdings by market value included VUG (12.4%)、VTV (9.0%)、VEA (5.8%). The largest single position, VUG, represented 12.4% of total portfolio value.
In Q4 2025, Woodmont Investment Counsel LLC made 50 total portfolio adjustments, initiating 4 new buys, adding to 36 positions, trimming 9 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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