13F filer

Woodmont Investment Counsel

As of Sep 30, 2026 Filed Oct 29, 2026 CIK 1133653 SEC filings ↗

13F Value

$1.88B

Positions

289

Top Position

VUG12.3%

Top 5

32.6%

Latest filing changes

vs Jun 30, 2026

1 IBDW iShares iBonds Dec 2031 Term Corporate ETF +60.6%+$13.7M

2 IBDV iShares iBonds Dec 2030 Term Corporate ETF +50.8%+$13.0M

3 SPTS State Street(R) SPDR(R) Portfolio Short Term Treasury ETF +21.5%+$7.2M

4 SPTI State Street(R) SPDR(R) Portfolio Intermediate Term Treasury ETF +24.5%+$4.0M

5 VTV Vanguard Morningstar Value Index Fund — ETF Shares +2.3%+$3.8M

Holdings289

#							Trend (4Q)
1	VUG Vanguard Morningstar Growth Index Fund — ETF Shares	12.3%	$231.0M	+1.6%	2.56M	11.9%	—	ETF
2	VTV Vanguard Morningstar Value Index Fund — ETF Shares	8.8%	$166.4M	+2.3%	769.9K	9.0%		ETF
3	VEA Vanguard Developed Markets Index Fund — ETF Shares	6.0%	$113.6M	+2.4%	1.61M	6.1%		ETF
4	AAPL Apple	3.1%	$58.9M	+3.0%	176.8K	2.7%		Common Stock
5	MSFT Microsoft	2.3%	$43.6M	+6.6%	85.0K	1.6%		Common Stock
6	IBDU iShares iBonds Dec 2029 Term Corporate ETF	2.2%	$41.3M	+2.6%	1.82M	2.2%		ETF
7	SPTS State Street(R) SPDR(R) Portfolio Short Term Treasury ETF	2.2%	$40.8M	+21.5%	1.42M	1.9%		ETF
8	IBDV iShares iBonds Dec 2030 Term Corporate ETF	2.0%	$38.5M	+50.8%	1.82M	1.4%		ETF
9	AVGO Broadcom	2.0%	$37.5M	+1.1%	106.7K	2.2%		Common Stock
10	IBDT iShares iBonds Dec 2028 Term Corporate ETF	2.0%	$36.7M	+1.2%	1.47M	2.0%		ETF
11	IBDW iShares iBonds Dec 2031 Term Corporate ETF	1.9%	$36.3M	+60.6%	1.81M	1.3%		ETF
12	VTI Vanguard Morningstar Total Stock Market Index Fund — ETF Shares	1.9%	$36.2M	+0.6%	96.6K	1.9%		ETF
13	DELL Dell Technologies	1.9%	$35.3M	-7.4%	65.7K	1.7%		Common Stock
14	VO Vanguard Morningstar Mid-Cap Index Fund — ETF Shares	1.7%	$31.4M	+1.7%	400.8K	1.7%		ETF
15	VB Vanguard Morningstar Small-Cap Index Fund — ETF Shares	1.5%	$27.9M	+0.3%	98.2K	1.6%		ETF
16	JPM JPMorgan Chase	1.5%	$27.8M	+1.6%	84.1K	1.5%		Common Stock
17	LLY Eli Lilly	1.4%	$26.0M	+1.3%	22.5K	1.5%		Common Stock
18	MRK Merck	1.3%	$25.1M	-0.1%	172.9K	1.2%		Common Stock
19	JNJ Johnson & Johnson	1.3%	$24.7M	+1.5%	93.5K	1.3%		Common Stock
20	HCA Hca Healthcare	1.3%	$24.4M	+4.6%	57.1K	1.2%		Common Stock

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing15

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Jun 30, 2026). Prior values are shown for context and are not included in current totals.