Piedmont Capital Management, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 13, 2026, for the 2025 Q4 period, Piedmont Capital Management, LLC held in its portfolio 52 assets valued at $195,976,982 (i.e. $195.98M).
The most valuable assets in the portfolio included: SPDR INDEX SHS FDS ($24.02M), VANGUARD INDEX FDS ($23.73M), and VANGUARD WHITEHALL FDS ($23.58M).
The chart below shows the top 10 valuable assets, and the table below shows the top 52 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Piedmont Capital Management, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR INDEX SHS FDS | 373009 | 24018050 | EURO STOXX 50 |
| VANGUARD INDEX FDS | 48641 | 23730047 | GROWTH ETF |
| VANGUARD WHITEHALL FDS | 164293 | 23579306 | HIGH DIV YLD |
| WORLD GOLD TR | 228164 | 19478361 | SPDR GLD MINIS |
| ISHARES TR | 179528 | 16060562 | CORES MSCI EAFE |
| VANGUARD INDEX FDS | 22224 | 13937578 | S&P 500 ETF SHS |
| VANECK ETF TRUST | 153821 | 13193221 | GOLD MINERS ETF |
| ISHARES TR | 182569 | 9285469 | FLTG RATE NT ETF |
| ISHARES TR | 57629 | 7891718 | RUS MD CP GR ETF |
| INVESCO EXCH TRADED FD TR II | 224508 | 4714658 | SR LN ETF |
| VANGUARD INDEX FDS | 10171 | 3410031 | TOTAL STK MKT |
| VANECK ETF TRUST | 108554 | 3187699 | FALLEN ANGEL HG |
| VANECK ETF TRUST | 53776 | 2839889 | CLO ETF |
| ISHARES TR | 47346 | 2696855 | CRE U S REIT ETF |
| CISCO SYS INC | 22121 | 1704016 | COM |
| VANGUARD SPECIALIZED FUNDS | 7512 | 1650987 | DIV APP ETF |
| ISHARES TR | 23407 | 1521689 | CORE 60/40 BALAN |
| IBM CORP | 4924 | 1458401 | COM |
| ISHARES SILVER TR | 20120 | 1296130 | ISHARES |
| COCA COLA CO | 17931 | 1253546 | COM |
| JOHNSON & JOHNSON | 5568 | 1152387 | COM |
| INVSC QQQ TR | 1827 | 1122425 | UNIT SER |
| VERIZON COMMUNICATIONS INC | 27214 | 1108435 | COM |
| VANGUARD BD INDEX FDS | 14599 | 1081348 | TOTAL BND MRKT |
| SPDR GOLD TR | 2715 | 1075982 | GOLD SHS |
| MERCK & CO INC | 9751 | 1026375 | COM |
| STANTEC INC | 10458 | 986817 | COM |
| VANGUARD INDEX FDS | 10292 | 910739 | REAL ESTATE ETF |
| AMGEN INC | 2688 | 879857 | COM |
| MICROSOFT CORP | 1739 | 841187 | COM |
| CHEVRON CORP NEW | 5404 | 823592 | COM |
| JPMORGAN CHASE & CO | 2357 | 759473 | COM |
| ISHARES TR | 1100 | 753434 | CORE S&P500 ETF |
| EXXON MOBIL CORP | 6062 | 729473 | COM |
| UNITEDHEALTH GROUP INC | 1804 | 595542 | COM |
| SELECT SECTOR SPDR TR | 13357 | 538935 | STATE STREET REA |
| 3M CO | 3014 | 482541 | COM |
| CATERPILLAR INC | 732 | 419341 | COM |
| NIKE INC | 6476 | 412594 | CL B |
| SIMON PPTY GROUP INC NEW | 1796 | 332544 | COM |
| VANGUARD WORLD FD | 792 | 326914 | MEGA GRWTH IND |
| ORACLE CORP | 1596 | 310995 | COM |
| SPDR S&P 500 ETF TR | 446 | 304136 | TR UNIT |
| VANECK ETF TRUST | 2820 | 292039 | MRNGSTR WDE MOAT |
| APPLE INC | 1072 | 291490 | COM |
| HOME DEPOT INC | 763 | 262376 | COM |
| WALMART INC | 2340 | 260699 | COM |
| GOLDMAN SACHS GROUP INC | 294 | 258426 | COM |
| ABBVIE INC | 889 | 203013 | COM |
| GLACIER BANCORP INC NEW | 4590 | 202188 | COM |
| GABELLI UTIL TR | 27437 | 165445 | COM |
| TELUS CORPORATION | 11999 | 158027 | COM |
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