Piedmont Capital Management, LLC/NC Last Quarter Change: USA ETF, Unchanged

Piedmont Capital Management, LLC/NC quarter change: USA ETF, Unchanged

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Piedmont Capital Management, LLC/NC opened 5 positions, added to 10, reduced 1, sold out of 6 and left 23 unchanged. The largest increase in value was VOO (+$4,070,345); the largest decrease was EAGL (-$3,561,117).

IWD: Country of operation —; Class RUS 1000 VAL ETF; Shares 2026-03-31 27,500; Shares 2026-06-30 27,500.
IVV: Country of operation —; Class CORE S&P500 ETF; Shares 2026-03-31 7,325; Shares 2026-06-30 7,325.
SCHG: Country of operation —; Class US LCAP GR ETF; Shares 2026-03-31 125,422; Shares 2026-06-30 125,422.
VB: Country of operation —; Class SMALL CP ETF; Shares 2026-03-31 3,900; Shares 2026-06-30 3,900.

Two Form 13F-HR filings compared (SEC CIK 2108281): 2026-03-31 (filed 2026-04-21) and 2026-06-30 (filed 2026-08-13). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

Stock	Class	Shares 2026-03-31	Shares 2026-06-30	Value 2026-03-31	Value 2026-06-30	Value change
IWD ISHARES TR	RUS 1000 VAL ETF	27,500	27,500	$5,875,925	$6,666,825	+$790,900
IVV ISHARES TR	CORE S&P500 ETF	7,325	7,325	$4,784,763	$5,485,619	+$700,856
SCHG SCHWAB STRATEGIC TR	US LCAP GR ETF	125,422	125,422	$3,653,543	$4,244,280	+$590,737
VB VANGUARD INDEX FDS	SMALL CP ETF	3,900	3,900	$1,021,488	$1,182,168	+$160,680
SCHV SCHWAB STRATEGIC TR	US LCAP VA ETF	26,550	26,550	$809,775	$924,206	+$114,431
IWR ISHARES TR	RUS MID CAP ETF	6,648	6,648	$646,385	$733,407	+$87,022
ITOT ISHARES TR	CORE S&P TTL STK	3,591	3,591	$511,466	$589,894	+$78,428
QQQ INVESCO QQQ TR	UNIT SER 1	482	482	$278,201	$354,945	+$76,744
IJH ISHARES TR	CORE S&P MCP ETF	7,750	7,750	$523,358	$597,603	+$74,245
DGRO ISHARES TR	CORE DIV GRWTH	7,861	7,861	$551,685	$595,785	+$44,100
IJT ISHARES TR	S&P SML 600 GWT	1,217	1,217	$176,112	$217,356	+$41,244
EFA ISHARES TR	MSCI EAFE ETF	5,038	5,038	$489,341	$523,347	+$34,006
IJR ISHARES TR	CORE S&P SCP ETF	1,279	1,279	$158,992	$189,688	+$30,696
VIG VANGUARD SPECIALIZED FUNDS	DIV APP ETF	1,070	1,070	$230,114	$253,183	+$23,069
EXG EATON VANCE TAX-MANAGED GLOB	COM	17,054	17,054	$147,692	$167,304	+$19,612
ETY EATON VANCE TAX-MANAGED DIVE	COM	17,120	17,120	$236,085	$248,925	+$12,840
EFV ISHARES TR	EAFE VALUE ETF	2,853	2,853	$212,121	$218,397	+$6,276
IJK ISHARES TR	S&P MC 400GR ETF	233	233	$23,427	$27,358	+$3,931
IJJ ISHARES TR	S&P MC 400VL ETF	152	152	$20,097	$22,407	+$2,310
IYF ISHARES TR	U.S. FINLS ETF	160	160	$18,826	$20,402	+$1,576
IYY ISHARES TR	DOW JONES US ETF	46	46	$7,289	$8,385	+$1,096
IYC ISHARES TR	US CONSUM DISCRE	200	200	$19,384	$20,220	+$836
IJS ISHARES TR	SP SMCP600VL ETF	21	21	$2,487	$2,870	+$383

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