Piedmont Capital Management, LLC/NC
123 holdingsFiling period: 2026-06-30Current AUM: $166.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 36.9K | $25.4M | $25.7M | 15.48% | +1.3K | 2026-06-30 |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | 166.3K | $11.9M | $11.9M | 7.16% | +4.7K | 2026-06-30 |
| 3 | FLQM | FRANKLIN TEMPLETON ETF TR | 172.9K | $10.0M | $10.3M | 6.22% | -4,798 | 2026-06-30 |
| 4 | SPY | STATE STR SPDR S&P 500 ETF T | 10.5K | $7.8M | $8.0M | 4.79% | +30 | 2026-06-30 |
| 5 | LVHI | LEGG MASON ETF INVT | 191.4K | $7.8M | $8.1M | 4.89% | +20.6K | 2026-06-30 |
| 6 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 9 | $6.7M | $6.7M | 4.06% | -8 | 2026-06-30 |
| 7 | IWD | ISHARES TR | 27.5K | $6.7M | $7.0M | 4.20% | -- | 2026-06-30 |
| 8 | IVV | ISHARES TR | 7.3K | $5.5M | $5.6M | 3.35% | -- | 2026-06-30 |
| 9 | AAPL | APPLE INC | 15.4K | $4.5M | $5.1M | 3.07% | +38 | 2026-06-30 |
| 10 | NVDA | NVIDIA CORPORATION | 22.3K | $4.5M | $4.7M | 2.84% | -327 | 2026-06-30 |
| 11 | SCHG | SCHWAB STRATEGIC TR | 125.4K | $4.2M | $4.4M | 2.64% | -- | 2026-06-30 |
| 12 | EAGL | 2023 ETF SERIES TRUST | 121.4K | $3.9M | $4.2M | 2.55% | +4.3K | 2026-06-30 |
| 13 | GOOGL | ALPHABET INC | 9.3K | $3.3M | $3.2M | 1.94% | -79 | 2026-06-30 |
| 14 | SCHD | SCHWAB STRATEGIC TR | 93.0K | $2.9M | $3.2M | 1.92% | +5.0K | 2026-06-30 |
| 15 | MSFT | MICROSOFT CORP | 7.5K | $2.8M | $3.7M | 2.25% | -250 | 2026-06-30 |
| 16 | AXP | AMERICAN EXPRESS CO | 6.9K | $2.3M | $2.2M | 1.34% | -126 | 2026-06-30 |
| 17 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 3.7K | $1.8M | $1.8M | 1.11% | -53 | 2026-06-30 |
| 18 | AMZN | AMAZON COM INC | 7.4K | $1.8M | $1.8M | 1.11% | +322 | 2026-06-30 |
| 19 | VTI | VANGUARD INDEX FDS | 4.4K | $1.6M | $1.6M | 0.98% | +105 | 2026-06-30 |
| 20 | AMD | ADVANCED MICRO DEVICES INC | 2.5K | $1.4M | $1.2M | 0.75% | +2 | 2026-06-30 |
| 21 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 3.0K | $1.4M | $1.2M | 0.74% | +122 | 2026-06-30 |
| 22 | MU | MICRON TECHNOLOGY INC | 1.2K | $1.4M | $1.1M | 0.65% | +206 | 2026-06-30 |
| 23 | FXNC | FIRST NATL CORP VA | 43.0K | $1.3M | $1.4M | 0.82% | -- | 2026-06-30 |
| 24 | VB | VANGUARD INDEX FDS | 3.9K | $1.2M | $1.1M | 0.68% | -- | 2026-06-30 |
| 25 | AVGO | BROADCOM INC | 3.1K | $1.2M | $1.1M | 0.64% | -25 | 2026-06-30 |
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