DOSSIER · 13F-HR · Q2 2026

Piedmont Capital Management, LLC/NC

$164M in tracked AUM across 123 positions as of Q2 2026.

PC
CIK 0002108281 · last filed Jun 30, 2026
Total AUM
$164M
as of Q2 2026
Holdings
123
positions
Whale Score
53
53
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Piedmont Capital Management, LLC/NC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VOO
VANGUARD INDEX FDS
$25M37K15.5%
02
VEA
VANGUARD TAX-MANAGED FDS
$12M166K7.2%
03
FLQM
FRANKLIN TEMPLETON ETF TR
$10M173K6.1%
04
SPY
STATE STR SPDR S&P 500 ETF T
$8M11K4.8%
05
LVHI
LEGG MASON ETF INVT
$8M191K4.7%
06
BRK/A
BERKSHIRE HATHAWAY INC DEL
$7M94.1%
07
IWD
ISHARES TR
$7M28K4.1%
08
IVV
ISHARES TR
$5M7K3.3%
09
AAPL
APPLE INC
$4M15K2.7%
10
NVDA
NVIDIA CORPORATION
$4M22K2.7%

Filing history

2026Q2Jun 30
$164M 9.3%
123 positionsView →
2026Q1Mar 31
$150M 1.5%
119 positionsView →
2025Q4Dec 31
$152M
115 positionsView →