Q2 2026 13F · SEC CIK 1656150

Piedmont Capital Management, LLC

Wealth managerFiled 2026-08-13 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $198.0M
Reported positions: 58
Top holdings a year, 3 yrs: +19.1%
Assets under management: $495.6M

Piedmont Capital Management, LLC is a wealth manager that reported 58 positions worth $198.0M in its Q2 2026 13F, filed 2026-08-13. Its largest holdings were Vanguard World Fd (MGC, 15.0%), Vanguard Whitehall Fds (VYM, 13.2%), Vanguard Index Fds (VOO, 8.8%). A portfolio copying its top holdings returned 19.1% a year over the last 3 years, against 22.3% for the S&P 500.

Piedmont Capital Management, LLC holdings largest 50 of 58 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Piedmont Capital Management, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
MGCVanguard World Fd	15.0%	New	108,485	—	$29.7M
VYMVanguard Whitehall Fds	13.2%	12.4%	164,700	+0.5%	$26.1M
VOOVanguard Index Fds	8.8%	New	25,511	—	$17.5M
FEZSpdr Index Shs Fds	8.6%	12.2%	251,454	-34.2%	$17.1M
IEFAIshares Tr	7.3%	8.4%	150,002	-16.8%	$14.4M
SMHVaneck ETF Trust	5.5%	New	17,512	—	$10.9M
RWRSpdr Series Trust	5.3%	6.9%	92,691	-29.9%	$10.5M
FLOTIshares Tr	5.3%	5.1%	204,778	+4.2%	$10.4M
IWCIshares Tr Micro-Cap ETF	3.1%	2.0%	30,801	+28.9%	$6.2M
FRDMEa Series Trust	2.7%	2.0%	75,263	+4.2%	$5.3M
BKLNInvesco Exch Traded Fd Tr II	2.5%	2.4%	245,326	+5.6%	$5.0M
VTIVanguard Index Fds	2.0%	1.7%	10,618	+3.4%	$3.9M
ANGLVaneck ETF Trust	1.7%	1.7%	113,754	+0.2%	$3.3M
474288521Ishares Tr	1.6%	1.4%	46,086	-0.6%	$3.1M
CLOIVaneck Clo ETF	1.5%	1.5%	55,100	-1.5%	$2.9M
CSCOCisco Sys Inc	1.2%	0.9%	20,334	-3.4%	$2.4M
VIGVanguard Specialized Funds	0.9%	0.8%	7,600	+0.3%	$1.8M
KOCoca Cola Co	0.7%	0.7%	17,484	-1.5%	$1.4M
AORIshares Tr	0.7%	0.7%	20,351	+0.4%	$1.4M
46090E107Invsc Qqq Tr	0.7%	0.6%	1,875	+1.9%	$1.4M
JNJJohnson & Johnson	0.7%	0.7%	5,358	-4.0%	$1.4M
IBMInternational Business Machs	0.7%	0.6%	4,601	-2.5%	$1.3M
GLDMWorld Gold Tr	0.6%	10.4%	15,681	-92.9%	$1.3M
MRKMerck & Co Inc	0.6%	0.6%	9,878	-2.8%	$1.2M
GDXVaneck ETF Trust	0.6%	7.1%	15,624	-89.4%	$1.2M
VZVerizon Communications Inc	0.6%	0.7%	27,505	-0.9%	$1.1M
IVVIshares Tr	0.6%	0.4%	1,509	+22.6%	$1.1M
BNDVanguard Bd Index Fds	0.6%	0.5%	15,154	+3.3%	$1.1M
VNQVanguard Index Fds	0.5%	0.5%	9,934	-3.0%	$966K
AMGNAmgen Inc	0.5%	0.5%	2,678	-0.3%	$965K
CVXChevron Corporation	0.5%	0.6%	5,700	-0.4%	$947K
UNHUnitedhealth Group Inc	0.4%	0.3%	1,846	+0.0%	$789K
JPMJpmorgan Chase & Co	0.4%	0.4%	2,357	+0.0%	$787K
XOMExxon Mobil Corp	0.4%	0.5%	5,765	-3.7%	$786K
AAPLApple Inc	0.4%	0.3%	2,473	+8.8%	$729K
CATCaterpillar Inc	0.4%	0.3%	732	+0.0%	$724K
STNStantec Inc	0.4%	0.5%	10,458	+0.0%	$704K
MSFTMicrosoft Corp	0.4%	0.3%	1,806	+0.0%	$699K
MMM3m Co	0.2%	0.2%	2,754	-8.6%	$443K
SPGSimon Ppty Group Inc New	0.2%	0.2%	1,802	+0.2%	$400K
MGKVanguard World Fd	0.2%	0.1%	3,960	+400.0%	$349K
SPYState Str Spdr S&p 500 ETF T	0.2%	0.1%	446	+0.0%	$333K
INTCIntel Corp	0.2%	New	2,575	—	$328K
HDHome Depot Inc	0.2%	0.1%	900	+0.2%	$317K
NKENike Inc	0.2%	0.2%	7,363	+8.2%	$312K
GSGoldman Sachs Group Inc	0.2%	0.1%	294	+0.0%	$300K
MOATVaneck Morningstar Wide Moat ETF	0.1%	0.1%	2,820	+0.0%	$297K
PGProcter & Gamble Co	0.1%	0.1%	1,865	+4.6%	$273K
WMTWalmart Inc	0.1%	0.1%	2,340	+0.0%	$254K
GBCIGlacier Bancorp Inc New	0.1%	0.1%	4,601	+0.2%	$242K

What Piedmont Capital Management, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +9.0% /yr; S&P 500 +11.7%
3 years: +19.1% /yr; S&P 500 +22.3%
5 years: +7.1% /yr; S&P 500 +10.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$198.0M	58
Q1 2026	$196.6M	50
Q4 2025	$196.0M	52
Q3 2025	$189.5M	53
Q2 2025	$172.9M	55
Q1 2025	$139.3M	46
Q4 2024	$165.9M	52
Q3 2024	$165.9M	51
Q2 2024	$147.4M	46
Q1 2024	$147.4M	46
Q4 2023	$137.2M	48
Q3 2023	$125.4M	46

Questions about Piedmont Capital Management, LLC's portfolio

What stocks does Piedmont Capital Management, LLC own?

Piedmont Capital Management, LLC's latest 13F, for Q2 2026 and filed Aug 13, 2026, lists 58 positions worth $198.0M. The largest are Vanguard World Fd (MGC) at 15.0%, Vanguard Whitehall Fds (VYM) at 13.2%, Vanguard Index Fds (VOO) at 8.8%, Spdr Index Shs Fds (FEZ) at 8.6% and Ishares Tr (IEFA) at 7.3%.

What did Piedmont Capital Management, LLC buy last quarter?

In Q2 2026, Piedmont Capital Management, LLC added a new position in Vanguard World Fd (MGC), a new position in Vanguard Index Fds (VOO), a new position in Vaneck ETF Trust (SMH), a new position in Intel Corp (INTC), Vanguard World Fd (MGK) (+400.0% shares), Ishares Tr Micro-Cap ETF (IWC) (+28.9% shares) and Ishares Tr (IVV) (+22.6% shares), compared with its Q1 2026 filing.

What did Piedmont Capital Management, LLC sell last quarter?

In Q2 2026, Piedmont Capital Management, LLC cut from its top 50 Putnam Focused Large Capvalue ETF (PVAL), cut from its top 50 Ishares Tr (IWP), cut from its top 50 Oracle Corp (ORCL), cut from its top 50 Gabelli Util Tr (GUT), World Gold Tr (GLDM) (-92.9% shares), Vaneck ETF Trust (GDX) (-89.4% shares) and Spdr Index Shs Fds (FEZ) (-34.2% shares), compared with its Q1 2026 filing.

How has Piedmont Capital Management, LLC's portfolio performed?

A portfolio copying Piedmont Capital Management, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +19.1% a year over the last 3 years, against +22.3% for the S&P 500. Over 1 year: +9.0% against +11.7%. Over 5 years: +7.1% a year against +10.6%.

When is Piedmont Capital Management, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Piedmont Capital Management, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Piedmont Capital Management, LLC manage?

Piedmont Capital Management, LLC reported $495.6M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $198.0M.