Piedmont Capital Management, LLC/NC
120 holdingsFiling period: 2026-03-31Current AUM: $169.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 35.6K | $21.3M | $24.5M | 14.47% | -184 | 2026-03-31 |
| 2 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 17 | $12.2M | $12.2M | 7.22% | -- | 2026-03-31 |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | 161.6K | $10.4M | $11.4M | 6.75% | +7.0K | 2026-03-31 |
| 4 | FLQM | FRANKLIN TEMPLETON ETF TR | 177.7K | $9.8M | $10.7M | 6.30% | +1.1K | 2026-03-31 |
| 5 | LVHI | LEGG MASON ETF INVT | 170.7K | $6.9M | $7.3M | 4.31% | +8.8K | 2026-03-31 |
| 6 | SPY | STATE STR SPDR S&P 500 ETF T | 10.5K | $6.8M | $7.8M | 4.63% | -- | 2026-03-31 |
| 7 | IWD | ISHARES TR | 27.5K | $5.9M | $6.9M | 4.10% | -- | 2026-03-31 |
| 8 | IVV | ISHARES TR | 7.3K | $4.8M | $5.5M | 3.25% | +4 | 2026-03-31 |
| 9 | NVDA | NVIDIA CORPORATION | 22.6K | $3.9M | $4.5M | 2.68% | -46 | 2026-03-31 |
| 10 | AAPL | APPLE INC | 15.4K | $3.9M | $4.7M | 2.81% | -625 | 2026-03-31 |
| 11 | SCHG | SCHWAB STRATEGIC TR | 125.4K | $3.7M | $4.3M | 2.53% | +5.9K | 2026-03-31 |
| 12 | EAGL | 2023 ETF SERIES TRUST | 117.1K | $3.6M | $4.0M | 2.35% | -8,600 | 2026-03-31 |
| 13 | MSFT | MICROSOFT CORP | 7.8K | $2.9M | $3.6M | 2.13% | +166 | 2026-03-31 |
| 14 | GOOGL | ALPHABET INC | 9.4K | $2.7M | $3.4M | 1.98% | +294 | 2026-03-31 |
| 15 | SCHD | SCHWAB STRATEGIC TR | 88.0K | $2.7M | $2.9M | 1.74% | -200 | 2026-03-31 |
| 16 | AXP | AMERICAN EXPRESS CO | 7.0K | $2.1M | $2.4M | 1.39% | -4 | 2026-03-31 |
| 17 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 3.7K | $1.8M | $1.8M | 1.06% | -1 | 2026-03-31 |
| 18 | AMZN | AMAZON COM INC | 7.1K | $1.5M | $1.9M | 1.14% | +107 | 2026-03-31 |
| 19 | VTI | VANGUARD INDEX FDS | 4.3K | $1.4M | $1.6M | 0.93% | -203 | 2026-03-31 |
| 20 | META | META PLATFORMS INC | 2.1K | $1.2M | $1.2M | 0.69% | +244 | 2026-03-31 |
| 21 | FXNC | FIRST NATL CORP VA | 43.0K | $1.2M | $1.4M | 0.81% | -- | 2026-03-31 |
| 22 | — | SPOTIFY TECHNOLOGY S A | 2.3K | $1.1M | $1.1M | 0.66% | -- | 2026-03-31 |
| 23 | VB | VANGUARD INDEX FDS | 3.9K | $1.0M | $1.2M | 0.68% | -- | 2026-03-31 |
| 24 | AVGO | BROADCOM INC | 3.2K | $976K | $1.2M | 0.73% | +6 | 2026-03-31 |
| 25 | HD | HOME DEPOT INC | 3.0K | $975K | $984K | 0.58% | +156 | 2026-03-31 |
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