Piedmont Capital Management, LLC/NC 13F Holdings · Q2 2026
Piedmont Capital Management, LLC/NC reported 123 securities worth $163.80M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: VOO (15.48%), VEA (7.23%), FLQM (6.11%). Among its top 25 positions this quarter: 12 added, 8 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $25.4M | 15.48% | 36,924 | Added |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | $11.9M | 7.23% | 166,333 | Added |
| 3 | FLQM | FRANKLIN TEMPLETON ETF TR | $10.0M | 6.11% | 172,917 | Trimmed |
| 4 | SPY | STATE STR SPDR S&P 500 ETF T | $7.8M | 4.79% | 10,503 | Added |
| 5 | LVHI | LEGG MASON ETF INVT | $7.8M | 4.74% | 191,357 | Added |
| 6 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $6.7M | 4.11% | 9 | Trimmed |
| 7 | IWD | ISHARES TR | $6.7M | 4.07% | 27,500 | Hold |
| 8 | IVV | ISHARES TR | $5.5M | 3.35% | 7,325 | Hold |
| 9 | AAPL | APPLE INC | $4.5M | 2.72% | 15,409 | Added |
| 10 | NVDA | NVIDIA CORPORATION | $4.5M | 2.72% | 22,256 | Trimmed |
| 11 | SCHG | SCHWAB STRATEGIC TR | $4.2M | 2.59% | 125,422 | Hold |
| 12 | EAGL | 2023 ETF SERIES TRUST | $3.9M | 2.38% | 121,415 | Added |
| 13 | GOOGL | ALPHABET INC | $3.3M | 2.04% | 9,343 | Trimmed |
| 14 | SCHD | SCHWAB STRATEGIC TR | $2.9M | 1.80% | 92,985 | Added |
| 15 | MSFT | MICROSOFT CORP | $2.8M | 1.71% | 7,510 | Trimmed |
| 16 | AXP | AMERICAN EXPRESS CO | $2.3M | 1.42% | 6,882 | Trimmed |
| 17 | BRKB | BERKSHIRE HATHAWAY INC DEL | $1.8M | 1.13% | 3,689 | Trimmed |
| 18 | AMZN | AMAZON COM INC | $1.8M | 1.08% | 7,402 | Added |
| 19 | VTI | VANGUARD INDEX FDS | $1.6M | 0.99% | 4,383 | Added |
| 20 | AMD | ADVANCED MICRO DEVICES INC | $1.4M | 0.87% | 2,461 | Added |
| 21 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1.4M | 0.87% | 2,977 | Added |
| 22 | MU | MICRON TECHNOLOGY INC | $1.4M | 0.83% | 1,172 | Added |
| 23 | FXNC | FIRST NATL CORP VA | $1.3M | 0.79% | 42,955 | Hold |
| 24 | AVGO | BROADCOM INC | $1.2M | 0.72% | 3,129 | Trimmed |
| 25 | VB | VANGUARD INDEX FDS | $1.2M | 0.72% | 3,900 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR