Wedmont Private Capital Q2 2025 Filing
Filed July 10, 2025
Portfolio Value
$2.3T
Holdings
742
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (742 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VEAVANGUARD TAX-MANAGED FDS | 3,577,671 | $205.0B | 8.75% | |
| 2 | VWOVANGUARD INTL EQUITY INDEX F | 2,608,070 | $129.4B | 5.52% | |
| 3 | VTIVANGUARD INDEX FDS | 366,364 | $112.7B | 4.81% | |
| 4 | AQLTISHARES TR | 1,127,248 | $94.5B | 4.03% | |
| 5 | VOOVANGUARD INDEX FDS | 155,278 | $89.1B | 3.80% | |
| 6 | VTCVANGUARD SCOTTSDALE FDS | 1,002,796 | $77.0B | 3.28% | |
| 7 | NVDANVIDIA CORPORATION | 429,653 | $70.0B | 2.99% | |
| 8 | AQLTISHARES TR | 3,067,339 | $69.9B | 2.98% | |
| 9 | VTEBVANGUARD MUN BD FDS | 1,327,687 | $65.0B | 2.77% | |
| 10 | AAPLAPPLE INC | 253,621 | $53.5B | 2.28% | |
| 11 | MSFTMICROSOFT CORP | 104,758 | $52.7B | 2.25% | |
| 12 | MUBISHARES TR | 496,553 | $51.8B | 2.21% | |
| 13 | IEMGISHARES INC | 852,360 | $51.2B | 2.18% | |
| 14 | METAMETA PLATFORMS INC | 46,991 | $34.4B | 1.47% | |
| 15 | AMZNAMAZON COM INC | 153,735 | $34.2B | 1.46% | |
| 16 | BNDXVANGUARD CHARLOTTE FDS | 529,679 | $26.1B | 1.11% | |
| 17 | VSSVANGUARD INTL EQUITY INDEX F | 184,519 | $24.9B | 1.06% | |
| 18 | SCHFSCHWAB STRATEGIC TR | 970,909 | $21.6B | 0.92% | |
| 19 | AVGOBROADCOM INC | 69,263 | $19.2B | 0.82% | |
| 20 | ORCLORACLE CORP | 80,603 | $19.0B | 0.81% | |
| 21 | BRK/BBERKSHIRE HATHAWAY INC DEL | 38,192 | $18.3B | 0.78% | |
| 22 | GOOGALPHABET INC | 99,298 | $17.6B | 0.75% | |
| 23 | GOOGLALPHABET INC | 96,225 | $17.0B | 0.73% | |
| 24 | TSLATESLA INC | 52,269 | $15.5B | 0.66% | |
| 25 | USHYISHARES TR | 406,461 | $15.2B | 0.65% | |
| 26 | VOVANGUARD INDEX FDS | 53,197 | $15.1B | 0.64% | |
| 27 | VBVANGUARD INDEX FDS | 56,620 | $13.8B | 0.59% | |
| 28 | NFLXNETFLIX INC | 10,192 | $13.1B | 0.56% | |
| 29 | JPMJPMORGAN CHASE & CO. | 44,047 | $12.5B | 0.53% | |
| 30 | WFCWELLS FARGO CO NEW | 151,021 | $12.4B | 0.53% | |
| 31 | SCMBSCHWAB STRATEGIC TR | 489,484 | $12.3B | 0.52% | |
| 32 | SCHBSCHWAB STRATEGIC TR | 509,143 | $12.3B | 0.52% | |
| 33 | VIGIVANGUARD WHITEHALL FDS | 136,549 | $12.2B | 0.52% | |
| 34 | NDQINVESCO QQQ TR | 21,251 | $11.8B | 0.50% | |
| 35 | VVVANGUARD INDEX FDS | 40,433 | $11.6B | 0.50% | |
| 36 | SPYSPDR S&P 500 ETF TR | 18,608 | $11.6B | 0.50% | |
| 37 | LLYELI LILLY & CO | 14,698 | $11.6B | 0.49% | |
| 38 | VYMIVANGUARD WHITEHALL FDS | 129,920 | $10.5B | 0.45% | |
| 39 | VVISA INC | 27,252 | $9.7B | 0.42% | |
| 40 | AVUSAMERICAN CENTY ETF TR | 91,640 | $9.4B | 0.40% | |
| 41 | IVVISHARES TR | 14,638 | $9.2B | 0.39% | |
| 42 | AVDVAMERICAN CENTY ETF TR | 107,809 | $8.7B | 0.37% | |
| 43 | SCHESCHWAB STRATEGIC TR | 281,835 | $8.5B | 0.36% | |
| 44 | ABBVABBVIE INC | 39,996 | $7.6B | 0.33% | |
| 45 | XOMEXXON MOBIL CORP | 64,916 | $7.4B | 0.32% | |
| 46 | AVUVAMERICAN CENTY ETF TR | 77,418 | $7.3B | 0.31% | |
| 47 | IDEVISHARES TR | 92,292 | $7.1B | 0.30% | |
| 48 | VTECVANGUARD CALIF TAX FREE FDS | 70,763 | $6.9B | 0.29% | |
| 49 | 4I1PHILIP MORRIS INTL INC | 37,491 | $6.7B | 0.28% | |
| 50 | SCHCSCHWAB STRATEGIC TR | 153,314 | $6.6B | 0.28% | |
| 51 | WMTWALMART INC | 66,786 | $6.5B | 0.28% | |
| 52 | IJHISHARES TR | 100,784 | $6.4B | 0.27% | |
| 53 | MAMASTERCARD INCORPORATED | 11,299 | $6.4B | 0.27% | |
| 54 | PLTRPALANTIR TECHNOLOGIES INC | 43,272 | $6.2B | 0.26% | |
| 55 | VEUVANGUARD INTL EQUITY INDEX F | 91,446 | $6.2B | 0.26% | |
| 56 | GEVGE VERNOVA INC | 11,490 | $6.2B | 0.26% | |
| 57 | COSTCOSTCO WHSL CORP NEW | 6,129 | $6.0B | 0.26% | |
| 58 | VXUSVANGUARD STAR FDS | 80,962 | $5.6B | 0.24% | |
| 59 | VTVVANGUARD INDEX FDS | 31,405 | $5.6B | 0.24% | |
| 60 | PGPROCTER AND GAMBLE CO | 34,815 | $5.5B | 0.23% | |
| 61 | VUGVANGUARD INDEX FDS | 12,152 | $5.4B | 0.23% | |
| 62 | VTVANGUARD INTL EQUITY INDEX F | 41,344 | $5.4B | 0.23% | |
| 63 | TAT&T INC | 189,850 | $5.3B | 0.23% | |
| 64 | AVDEAMERICAN CENTY ETF TR | 69,691 | $5.2B | 0.22% | |
| 65 | HDHOME DEPOT INC | 13,745 | $5.1B | 0.22% | |
| 66 | GEGE AEROSPACE | 19,649 | $4.9B | 0.21% | |
| 67 | VGTVANGUARD WORLD FD | 7,203 | $4.9B | 0.21% | |
| 68 | IJRISHARES TR | 42,130 | $4.8B | 0.20% | |
| 69 | ITOTISHARES TR | 33,303 | $4.5B | 0.19% | |
| 70 | CRMSALESFORCE INC | 16,644 | $4.5B | 0.19% | |
| 71 | KOCOCA COLA CO | 63,475 | $4.4B | 0.19% | |
| 72 | JNJJOHNSON & JOHNSON | 27,975 | $4.4B | 0.19% | |
| 73 | BRK-BBERKSHIRE HATHAWAY INC DEL | 6 | $4.3B | 0.18% | |
| 74 | ABTABBOTT LABS | 30,922 | $4.1B | 0.18% | |
| 75 | VGITVANGUARD SCOTTSDALE FDS | 67,162 | $4.0B | 0.17% | |
| 76 | VIGVANGUARD SPECIALIZED FUNDS | 18,863 | $3.9B | 0.17% | |
| 77 | AXPAMERICAN EXPRESS CO | 12,040 | $3.8B | 0.16% | |
| 78 | IBMINTERNATIONAL BUSINESS MACHS | 13,065 | $3.8B | 0.16% | |
| 79 | VBRVANGUARD INDEX FDS | 18,168 | $3.7B | 0.16% | |
| 80 | DGRWWISDOMTREE TR | 42,269 | $3.6B | 0.15% | |
| 81 | AVEMAMERICAN CENTY ETF TR | 52,293 | $3.6B | 0.15% | |
| 82 | GSGOLDMAN SACHS GROUP INC | 5,140 | $3.6B | 0.15% | |
| 83 | ISRGINTUITIVE SURGICAL INC | 6,690 | $3.5B | 0.15% | |
| 84 | VYMVANGUARD WHITEHALL FDS | 25,375 | $3.4B | 0.15% | |
| 85 | VGKVANGUARD INTL EQUITY INDEX F | 43,034 | $3.4B | 0.14% | |
| 86 | XLKSELECT SECTOR SPDR TR | 13,065 | $3.4B | 0.14% | |
| 87 | UNHUNITEDHEALTH GROUP INC | 11,029 | $3.3B | 0.14% | |
| 88 | INTUINTUIT | 4,314 | $3.3B | 0.14% | |
| 89 | NEMNEWMONT CORP | 55,312 | $3.2B | 0.14% | |
| 90 | VOTVANGUARD INDEX FDS | 11,308 | $3.2B | 0.14% | |
| 91 | CSCOCISCO SYS INC | 45,297 | $3.1B | 0.13% | |
| 92 | IWVISHARES TR | 8,821 | $3.1B | 0.13% | |
| 93 | BACBANK AMERICA CORP | 66,386 | $3.1B | 0.13% | |
| 94 | CEGCONSTELLATION ENERGY CORP | 9,765 | $3.1B | 0.13% | |
| 95 | VNQVANGUARD INDEX FDS | 34,291 | $3.1B | 0.13% | |
| 96 | CATCATERPILLAR INC | 7,573 | $3.0B | 0.13% | |
| 97 | BKNGBOOKING HOLDINGS INC | 531 | $3.0B | 0.13% | |
| 98 | VONGVANGUARD SCOTTSDALE FDS | 27,144 | $3.0B | 0.13% | |
| 99 | VOEVANGUARD INDEX FDS | 17,839 | $3.0B | 0.13% | |
| 100 | VCSHVANGUARD SCOTTSDALE FDS | 37,324 | $3.0B | 0.13% |
Page 1 of 8Next