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Brian J. Kopinski

Woodmont Investment Counsel Llc

Assets Managed
$1.622B
Holdings
263
Last Quarter
2026 - Q1
Filed Date
1mo 19d ago
Growth Rate
1.69%(2Q avg: 3.64%)
Sustained Growth
2 quarters

Portfolio positions

This chart displays the top 10 holdings in Woodmont Investment Counsel Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 263 positions.

Assets under management

The assets under management (AUM) of Woodmont Investment Counsel Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.622B in assets, with a quarterly growth rate of 1.69% and a 2-quarter average growth rate of 3.64%. The portfolio is managed by Brian J. Kopinski, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VUG
Vanguard Growth Etf
Recent Activity
Increased 2.18%
11.18%
$181.271M
415,008 shares@ $436.8 avg price
VTV
Vanguard Value Etf
Recent Activity
Decreased -1.34%
8.94%
$144.878M
738,418 shares@ $196.21 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 3.38%
6.11%
$98.976M
1.545M shares@ $64.08 avg price
AAPL
Apple Inc
Recent Activity
Increased 0.7%
2.68%
$43.445M
171,186 shares@ $253.8 avg price
IBDT
Ishares Ibonds Dec 2028 Etf
Recent Activity
Decreased -0.12%
2.54%
$41.14M
1.624M shares@ $25.33 avg price
IBDU
Ishares Ibonds Dec 2029 Term
Recent Activity
Increased 0.36%
2.52%
$40.746M
1.752M shares@ $23.26 avg price
AVGO
Broadcom Inc
Recent Activity
Increased 0.44%
2.09%
$33.772M
109,113 shares@ $309.52 avg price
IBDS
Ishrs Ibnds Dec 27 Corp Etf
Recent Activity
Decreased -0.19%
2.04%
$32.973M
1.36M shares@ $24.24 avg price
SPTS
Spdr Port Shrt Trm Trsry
Recent Activity
Increased 9.02%
1.94%
$31.323M
1.073M shares@ $29.18 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 1.26%
1.87%
$30.334M
94,555 shares@ $320.82 avg price

1-10 of 263