Piedmont Capital Management, LLC/NC
Q3 2026 13F filing
Updated 15 days ago125 disclosed positions worth $168.5M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VANGUARD INDEX FDS | $26.6M | 38.0K | 15.80% | Added(+2.9%) |
| 2 | V VANGUARD TAX-MANAGED FDS | $11.9M | 167.8K | 7.03% | Added(+0.9%) |
| 3 | E FRANKLIN TEMPLETON ETF TR | $9.6M | 166.7K | 5.68% | Trimmed(-3.6%) |
| 4 | B LEGG MASON ETF INVT | $8.4M | 201.6K | 4.99% | Added(+5.3%) |
| 5 | S STATE STR SPDR S&P 500 ETF T | $8M | 10.5K | 4.74% | Trimmed(-0.2%) |
| 6 | E ISHARES TR | $6.8M | 27.5K | 4.05% | Unchanged |
| 7 | B BERKSHIRE HATHAWAY INC DEL | $6.7M | 9 | 3.99% | Unchanged |
| 8 | E ISHARES TR | $5.6M | 7.3K | 3.34% | Added(+0.2%) |
| 9 | A APPLE INC | $5.2M | 15.5K | 3.07% | Added(+0.9%) |
| 10 | N NVIDIA CORPORATION | $5M | 22.0K | 2.98% | Trimmed(-1.3%) |
| 11 | S SCHWAB STRATEGIC TR | $4.7M | 132.2K | 2.82% | Added(+5.4%) |
| 12 | T 2023 ETF SERIES TRUST | $4.1M | 121.9K | 2.46% | Added(+0.4%) |
| 13 | M MICROSOFT CORP | $3.9M | 7.5K | 2.29% | Added(+0.3%) |
| 14 | S SCHWAB STRATEGIC TR | $3.4M | 104.1K | 2.01% | Added(+11.9%) |
| 15 | G ALPHABET INC | $3.2M | 9.3K | 1.90% | Trimmed(-0.6%) |
| 16 | A AMERICAN EXPRESS CO | $2.1M | 6.8K | 1.23% | Trimmed(-0.6%) |
| 17 | A AMAZON COM INC | $1.9M | 7.6K | 1.12% | Added(+2.0%) |
| 18 | B BERKSHIRE HATHAWAY INC DEL | $1.8M | 3.7K | 1.08% | Trimmed(-0.8%) |
| 19 | V VANGUARD INDEX FDS | $1.7M | 4.4K | 0.99% | Added(+1.4%) |
| 20 | A ADVANCED MICRO DEVICES INC | $1.5M | 2.4K | 0.88% | Trimmed(-1.4%) |
| 21 | M META PLATFORMS INC | $1.4M | 2.0K | 0.86% | Added(+0.3%) |
| 22 | T TAIWAN SEMICONDUCTOR MANUFAC | $1.3M | 2.8K | 0.77% | Trimmed(-4.7%) |
| 23 | F FIRST NATL CORP VA | $1.3M | 43.0K | 0.75% | Unchanged |
| 24 | S SPOTIFY TECHNOLOGY S A | $1.1M | 2.3K | 0.66% | Trimmed(-0.5%) |
| 25 | F EA SERIES TRUST | $1.1M | 15.9K | 0.66% | Added(+235.7%) |
| 26 | V VANGUARD INDEX FDS | $1.1M | 3.9K | 0.66% | Unchanged |
| 27 | W WESTROCK COFFEE CO | $1.1M | 137.5K | 0.66% | Unchanged |
| 28 | A BROADCOM INC | $1.1M | 3.1K | 0.65% | Trimmed(-0.3%) |
| 29 | M MICRON TECHNOLOGY INC | $1M | 980 | 0.62% | Trimmed(-16.4%) |
| 30 | L ELI LILLY & CO | $1M | 871 | 0.60% | Unchanged |
| 31 | P PHILIP MORRIS INTL INC | $901K | 4.7K | 0.53% | Unchanged |
| 32 | S SCHWAB STRATEGIC TR | $884K | 26.6K | 0.52% | Unchanged |
| 33 | B BANK OF NY MELLON CORP | $848K | 5.9K | 0.50% | Unchanged |
| 34 | A APPLIED MATLS INC | $807K | 1.6K | 0.48% | Unchanged |
| 35 | V VISA INC | $791K | 2.2K | 0.47% | Unchanged |
| 36 | M MORGAN STANLEY | $787K | 4.2K | 0.47% | Unchanged |
| 37 | J JPMORGAN CHASE & CO | $750K | 2.3K | 0.45% | Unchanged |
| 38 | G ALPHABET INC | $750K | 2.2K | 0.45% | Unchanged |
| 39 | H HOME DEPOT INC | $715K | 2.5K | 0.42% | Trimmed(-3.4%) |
| 40 | E ISHARES TR | $709K | 6.6K | 0.42% | Unchanged |
| 41 | M MERCK & CO INC | $707K | 4.9K | 0.42% | Added(+2.1%) |
| 42 | A ANALOG DEVICES INC | $684K | 1.7K | 0.41% | Unchanged |
| 43 | X EXXONMOBIL HOLDINGS CORP | $680K | 4.2K | 0.40% | — |
| 44 | T TESLA INC | $676K | 1.9K | 0.40% | Trimmed(-4.2%) |
| 45 | A AMERIPRISE FINL INC | $664K | 1.3K | 0.39% | Unchanged |
| 46 | D DOORDASH INC | $636K | 3.5K | 0.38% | Unchanged |
| 47 | B BANK OF AMER CORP | $622K | 11.4K | 0.37% | Unchanged |
| 48 | C CISCO SYS INC | $610K | 5.7K | 0.36% | Unchanged |
| 49 | E ISHARES TR | $597K | 3.6K | 0.35% | Unchanged |
| 50 | E ISHARES TR | $593K | 7.9K | 0.35% | Unchanged |