Wedmont Private Capital
CIK: 0001904274Latest portfolio: $2.9B · Q4 2025
Holdings
806
Total Value
$2.9B
New Positions
63
Closed Positions
45
Top Holdings
View All 806 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | VEAVANGUARD TAX-MANAGED FDS | 4,308,564 | $275.2M | 9.56% | +370K | |
| 2 | VWOVANGUARD INTL EQUITY INDEX F | 3,027,310 | $167.3M | 5.81% | +207K | |
| 3 | VTIVANGUARD INDEX FDS | 425,885 | $144.8M | 5.03% | +29K | |
| 4 | VOOVANGUARD INDEX FDS | 187,783 | $119.1M | 4.14% | +17K | |
| 5 | AQLTISHARES TR | 1,108,495 | $101.2M | 3.52% | -19,066 | |
| 6 | VTCVANGUARD SCOTTSDALE FDS | 1,150,759 | $89.6M | 3.11% | +67K | |
| 7 | AQLTISHARES TR | 3,825,629 | $88.3M | 3.07% | +419K | |
| 8 | NVDANVIDIA CORPORATION | 458,227 | $86.7M | 3.01% | -4,180 | |
| 9 | AAPLAPPLE INC | 282,853 | $73.6M | 2.56% | +8K | |
| 10 | VTEBVANGUARD MUN BD FDS | 1,322,300 | $66.8M | 2.32% | +118K | |
| 11 | IEMGISHARES INC | 866,536 | $60.5M | 2.10% | -92 | |
| 12 | MSFTMICROSOFT CORP | 110,319 | $53.3M | 1.85% | -2,417 | |
| 13 | MUBISHARES TR | 465,572 | $50.1M | 1.74% | -31,676 | |
| 14 | PLTRPALANTIR TECHNOLOGIES INC | 263,474 | $47.9M | 1.66% | -4,061 | |
| 15 | AMZNAMAZON COM INC | 164,468 | $39.7M | 1.38% | +1K | |
| 16 | GOOGALPHABET INC | 106,413 | $34.3M | 1.19% | +56 | |
| 17 | GOOGLALPHABET INC | 106,063 | $34.1M | 1.19% | +5K | |
| 18 | METAMETA PLATFORMS INC | 47,054 | $30.5M | 1.06% | -1,947 | |
| 19 | BNDXVANGUARD CHARLOTTE FDS | 625,652 | $30.4M | 1.05% | +66K | |
| 20 | VSSVANGUARD INTL EQUITY INDEX F | 186,833 | $27.4M | 0.95% | +360 | |
| 21 | AVGOBROADCOM INC | 77,595 | $26.7M | 0.93% | +5K | |
| 22 | SCHFSCHWAB STRATEGIC TR | 1,035,169 | $25.5M | 0.89% | +34K | |
| 23 | TSLATESLA INC | 54,703 | $23.6M | 0.82% | +766 | |
| 24 | BRK/BBERKSHIRE HATHAWAY INC DEL | 36,950 | $18.3M | 0.64% | -3,209 | |
| 25 | USHYISHARES TR | 441,908 | $16.6M | 0.58% | +19K |
Quarterly Changes
New Positions
Increased Positions
Sector Breakdown
Financial ServicesNaN% ($InfinityT)
TechnologyNaN% ($InfinityT)
Industrials0.0% ($6.59048833657347e+255T)
Consumer Cyclical0.0% ($3.972823599432331e+201T)
Healthcare0.0% ($1.6088981763725126e+192T)
Unknown0.0% ($1.0120588314183312e+153T)
Energy0.0% ($7.748320016111509e+98T)
Consumer Defensive0.0% ($8.267554444073655e+84T)
Communication Services0.0% ($3.4310341503052395e+67T)
Utilities0.0% ($5.1833416179115776e+66T)
Basic Materials0.0% ($7.01416321159109e+63T)
Real Estate0.0% ($1.7221359754754751e+37T)
Filing History
| Quarter | Filing Date | Portfolio Value | Holdings |
|---|---|---|---|
| Q4 2025 | Jan 8, 2026 | $2.9B | 806 |
| Q3 2025 | Oct 8, 2025 | $2.7T | 788 |
| Q2 2025 | Jul 10, 2025 | $2.3T | 742 |
| Q1 2025 | Apr 14, 2025 | $2.0T | 700 |
| Q4 2024 | Jan 13, 2025 | $1895.2T | 701 |
| Q3 2024 | Oct 8, 2024 | $1751.5T | 668 |
| Q2 2024 | Jul 15, 2024 | $1589.5T | 642 |
| Q1 2024 | Apr 10, 2024 | $1368.7T | 605 |
| Q4 2023 | Jan 9, 2024 | $1222.3T | 569 |
| Q3 2023 | Oct 10, 2023 | $988.8T | 504 |
| Q2 2023 | Jul 17, 2023 | $928.6T | 494 |
| Q1 2023 | Apr 11, 2023 | $757.9T | 462 |
| Q4 2022 | Jan 9, 2023 | $668.1T | 445 |
| Q3 2022 | Oct 3, 2022 | $497.6B | 369 |
| Q2 2022 | Jul 11, 2022 | $463.8B | 338 |
| Q1 2022 | Apr 5, 2022 | $448.4B | 319 |
| Q4 2021 | Jan 14, 2022 | $324.4B | 240 |
Fund Information
Wedmont Private Capital is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $2.9B across 806 holdings. The largest position is VANGUARD TAX-MANAGED FDS (VEA), representing 9.6% of the portfolio. Compared to the previous quarter, the fund opened 64 new positions and closed 46 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.