Filed: 4/21/2026ACC: 0001398344-26-006798
📋 What this filing means
PIEDMONT CAPITAL MANAGEMENT, LLC/NC filed this quarterly 13F‑HR report disclosing 119 equity positions with a total reported market value of $149.86M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
119
Positions
$149.86M
Total AUM (reported)
1.57M
Total Shares
Allocation by class
COM$40.46M27.0%
S&P 500 ETF SHS$21.29M14.2%
CL A$14.98M10.0%
VAN FTSE DEV MKT$10.36M6.9%
US MID CP MLTFCT$9.76M6.5%
FRANKLIN INTL LW$6.92M4.6%
TR UNIT$6.81M4.5%
Portfolio Concentration
Top 3$43.85M29.3%
4–10$41.99M28.0%
11–25$28.70M19.2%
Rest$35.31M23.6%
Top 3 weight
29.3%
Top 10 weight
57.3%
Voting Authority Distribution
Total shares with voting rights: 1.57M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.57M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole119
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings119
Rows:
VANGUARD INDEX FDS
SOLEShares35.63K
TypeSH
Market value$21.29M
14.21%
Sole
0.00
Shared
0.00
None
35.63K
BERKSHIRE HATHAWAY INC DEL
SOLEShares17.00
TypeSH
Market value$12.21M
8.15%
Sole
0.00
Shared
0.00
None
17.00
VANGUARD TAX-MANAGED FDS
SOLEShares161.62K
TypeSH
Market value$10.36M
6.91%
Sole
0.00
Shared
0.00
None
161.62K
FRANKLIN TEMPLETON ETF TR
SOLEShares177.72K
TypeSH
Market value$9.76M
6.51%
Sole
0.00
Shared
0.00
None
177.72K
LEGG MASON ETF INVT
SOLEShares170.71K
TypeSH
Market value$6.92M
4.62%
Sole
0.00
Shared
0.00
None
170.71K
STATE STR SPDR S&P 500 ETF T
SOLEShares10.47K
TypeSH
Market value$6.81M
4.54%
Sole
0.00
Shared
0.00
None
10.47K
ISHARES TR
SOLEShares27.50K
TypeSH
Market value$5.88M
3.92%
Sole
0.00
Shared
0.00
None
27.50K
ISHARES TR
SOLEShares7.33K
TypeSH
Market value$4.78M
3.19%
Sole
0.00
Shared
0.00
None
7.33K
NVIDIA CORPORATION
SOLEShares22.58K
TypeSH
Market value$3.94M
2.63%
Sole
0.00
Shared
0.00
None
22.58K
APPLE INC
SOLEShares15.37K
TypeSH
Market value$3.90M
2.60%
Sole
0.00
Shared
0.00
None
15.37K
SCHWAB STRATEGIC TR
SOLEShares125.42K
TypeSH
Market value$3.65M
2.44%
Sole
0.00
Shared
0.00
None
125.42K
2023 ETF SERIES TRUST
SOLEShares117.06K
TypeSH
Market value$3.56M
2.38%
Sole
0.00
Shared
0.00
None
117.06K
MICROSOFT CORP
SOLEShares7.76K
TypeSH
Market value$2.87M
1.92%
Sole
0.00
Shared
0.00
None
7.76K
ALPHABET INC
SOLEShares9.42K
TypeSH
Market value$2.71M
1.81%
Sole
0.00
Shared
0.00
None
9.42K
SCHWAB STRATEGIC TR
SOLEShares87.98K
TypeSH
Market value$2.70M
1.80%
Sole
0.00
Shared
0.00
None
87.98K
AMERICAN EXPRESS CO
SOLEShares7.01K
TypeSH
Market value$2.12M
1.41%
Sole
0.00
Shared
0.00
None
7.01K
BERKSHIRE HATHAWAY INC DEL
SOLEShares3.74K
TypeSH
Market value$1.79M
1.20%
Sole
0.00
Shared
0.00
None
3.74K
AMAZON COM INC
SOLEShares7.08K
TypeSH
Market value$1.47M
0.98%
Sole
0.00
Shared
0.00
None
7.08K
VANGUARD INDEX FDS
SOLEShares4.28K
TypeSH
Market value$1.37M
0.92%
Sole
0.00
Shared
0.00
None
4.28K
META PLATFORMS INC
SOLEShares2.11K
TypeSH
Market value$1.21M
0.81%
Sole
0.00
Shared
0.00
None
2.11K
FIRST NATL CORP VA
SOLEShares42.95K
TypeSH
Market value$1.16M
0.77%
Sole
0.00
Shared
0.00
None
42.95K
SPOTIFY TECHNOLOGY S A
SOLEShares2.29K
TypeSH
Market value$1.11M
0.74%
Sole
0.00
Shared
0.00
None
2.29K
VANGUARD INDEX FDS
SOLEShares3.90K
TypeSH
Market value$1.02M
0.68%
Sole
0.00
Shared
0.00
None
3.90K
BROADCOM INC
SOLEShares3.15K
TypeSH
Market value$976.2K
0.65%
Sole
0.00
Shared
0.00
None
3.15K
HOME DEPOT INC
SOLEShares2.97K
TypeSH
Market value$975.8K
0.65%
Sole
0.00
Shared
0.00
None
2.97K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 35.63K | SH | $21.29M 14.21% | 0.00 | 0.00 | 35.63K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 17.00 | SH | $12.21M 8.15% | 0.00 | 0.00 | 17.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 161.62K | SH | $10.36M 6.91% | 0.00 | 0.00 | 161.62K |
FRANKLIN TEMPLETON ETF TRSOLE | US MID CP MLTFCT | 177.72K | SH | $9.76M 6.51% | 0.00 | 0.00 | 177.72K |
LEGG MASON ETF INVTSOLE | FRANKLIN INTL LW | 170.71K | SH | $6.92M 4.62% | 0.00 | 0.00 | 170.71K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 10.47K | SH | $6.81M 4.54% | 0.00 | 0.00 | 10.47K |
ISHARES TRSOLE | RUS 1000 VAL ETF | 27.50K | SH | $5.88M 3.92% | 0.00 | 0.00 | 27.50K |
ISHARES TRSOLE | CORE S&P500 ETF | 7.33K | SH | $4.78M 3.19% | 0.00 | 0.00 | 7.33K |
NVIDIA CORPORATIONSOLE | COM | 22.58K | SH | $3.94M 2.63% | 0.00 | 0.00 | 22.58K |
APPLE INCSOLE | COM | 15.37K | SH | $3.90M 2.60% | 0.00 | 0.00 | 15.37K |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 125.42K | SH | $3.65M 2.44% | 0.00 | 0.00 | 125.42K |
2023 ETF SERIES TRUSTSOLE | EAGLE CAPITAL SE | 117.06K | SH | $3.56M 2.38% | 0.00 | 0.00 | 117.06K |
MICROSOFT CORPSOLE | COM | 7.76K | SH | $2.87M 1.92% | 0.00 | 0.00 | 7.76K |
ALPHABET INCSOLE | CAP STK CL A | 9.42K | SH | $2.71M 1.81% | 0.00 | 0.00 | 9.42K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 87.98K | SH | $2.70M 1.80% | 0.00 | 0.00 | 87.98K |
AMERICAN EXPRESS COSOLE | COM | 7.01K | SH | $2.12M 1.41% | 0.00 | 0.00 | 7.01K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 3.74K | SH | $1.79M 1.20% | 0.00 | 0.00 | 3.74K |
AMAZON COM INCSOLE | COM | 7.08K | SH | $1.47M 0.98% | 0.00 | 0.00 | 7.08K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 4.28K | SH | $1.37M 0.92% | 0.00 | 0.00 | 4.28K |
META PLATFORMS INCSOLE | CL A | 2.11K | SH | $1.21M 0.81% | 0.00 | 0.00 | 2.11K |
FIRST NATL CORP VASOLE | COM | 42.95K | SH | $1.16M 0.77% | 0.00 | 0.00 | 42.95K |
SPOTIFY TECHNOLOGY S ASOLE | SHS | 2.29K | SH | $1.11M 0.74% | 0.00 | 0.00 | 2.29K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 3.90K | SH | $1.02M 0.68% | 0.00 | 0.00 | 3.90K |
BROADCOM INCSOLE | COM | 3.15K | SH | $976.2K 0.65% | 0.00 | 0.00 | 3.15K |
HOME DEPOT INCSOLE | COM | 2.97K | SH | $975.8K 0.65% | 0.00 | 0.00 | 2.97K |
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