WOODMONT INVESTMENT COUNSEL LLC - Portfolio overview

WOODMONT INVESTMENT COUNSEL LLC has 276 reported holdings in this dataset, with the latest filing dated 2026-05-05.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

  1. VUG - VANGUARD INDEX FDS, 11.14%
  2. VTV - VANGUARD INDEX FDS, 8.90%
  3. VEA - VANGUARD TAX-MANAGED FDS, 6.08%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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