Wedmont Private Capital Q4 2025 Filing
Filed January 8, 2026
Portfolio Value
$2.9B
Holdings
806
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (806 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VEAVANGUARD TAX-MANAGED FDS | 4,308,564 | $275.2M | 9.56% | |
| 2 | VWOVANGUARD INTL EQUITY INDEX F | 3,027,310 | $167.3M | 5.81% | |
| 3 | VTIVANGUARD INDEX FDS | 425,885 | $144.8M | 5.03% | |
| 4 | VOOVANGUARD INDEX FDS | 187,783 | $119.1M | 4.14% | |
| 5 | AQLTISHARES TR | 1,108,495 | $101.2M | 3.52% | |
| 6 | VTCVANGUARD SCOTTSDALE FDS | 1,150,759 | $89.6M | 3.11% | |
| 7 | AQLTISHARES TR | 3,825,629 | $88.3M | 3.07% | |
| 8 | NVDANVIDIA CORPORATION | 458,227 | $86.7M | 3.01% | |
| 9 | AAPLAPPLE INC | 282,853 | $73.6M | 2.56% | |
| 10 | VTEBVANGUARD MUN BD FDS | 1,322,300 | $66.8M | 2.32% | |
| 11 | IEMGISHARES INC | 866,536 | $60.5M | 2.10% | |
| 12 | MSFTMICROSOFT CORP | 110,319 | $53.3M | 1.85% | |
| 13 | MUBISHARES TR | 465,572 | $50.1M | 1.74% | |
| 14 | PLTRPALANTIR TECHNOLOGIES INC | 263,474 | $47.9M | 1.66% | |
| 15 | AMZNAMAZON COM INC | 164,468 | $39.7M | 1.38% | |
| 16 | GOOGALPHABET INC | 106,413 | $34.3M | 1.19% | |
| 17 | GOOGLALPHABET INC | 106,063 | $34.1M | 1.19% | |
| 18 | METAMETA PLATFORMS INC | 47,054 | $30.5M | 1.06% | |
| 19 | BNDXVANGUARD CHARLOTTE FDS | 625,652 | $30.4M | 1.05% | |
| 20 | VSSVANGUARD INTL EQUITY INDEX F | 186,833 | $27.4M | 0.95% | |
| 21 | AVGOBROADCOM INC | 77,595 | $26.7M | 0.93% | |
| 22 | SCHFSCHWAB STRATEGIC TR | 1,035,169 | $25.5M | 0.89% | |
| 23 | TSLATESLA INC | 54,703 | $23.6M | 0.82% | |
| 24 | BRK/BBERKSHIRE HATHAWAY INC DEL | 36,950 | $18.3M | 0.64% | |
| 25 | USHYISHARES TR | 441,908 | $16.6M | 0.58% | |
| 26 | NDQINVESCO QQQ TR | 26,349 | $16.4M | 0.57% | |
| 27 | VOVANGUARD INDEX FDS | 55,132 | $16.3M | 0.57% | |
| 28 | ORCLORACLE CORP | 84,262 | $16.2M | 0.56% | |
| 29 | VTECVANGUARD CALIF TAX FREE FDS | 160,113 | $16.1M | 0.56% | |
| 30 | LLYELI LILLY & CO | 14,519 | $16.1M | 0.56% | |
| 31 | JPMJPMORGAN CHASE & CO. | 47,811 | $15.6M | 0.54% | |
| 32 | VBVANGUARD INDEX FDS | 57,607 | $15.4M | 0.54% | |
| 33 | WFCWELLS FARGO CO NEW | 158,679 | $15.0M | 0.52% | |
| 34 | SPYSPDR S&P 500 ETF TR | 21,039 | $14.5M | 0.50% | |
| 35 | SCHBSCHWAB STRATEGIC TR | 502,881 | $13.4M | 0.46% | |
| 36 | SCMBSCHWAB STRATEGIC TR | 492,383 | $12.7M | 0.44% | |
| 37 | VIGIVANGUARD WHITEHALL FDS | 136,595 | $12.7M | 0.44% | |
| 38 | VYMIVANGUARD WHITEHALL FDS | 138,264 | $12.5M | 0.44% | |
| 39 | VVVANGUARD INDEX FDS | 36,185 | $11.5M | 0.40% | |
| 40 | AVDVAMERICAN CENTY ETF TR | 110,511 | $10.6M | 0.37% | |
| 41 | AVUSAMERICAN CENTY ETF TR | 91,700 | $10.4M | 0.36% | |
| 42 | VXUSVANGUARD STAR FDS | 132,533 | $10.2M | 0.36% | |
| 43 | IVVISHARES TR | 14,480 | $10.0M | 0.35% | |
| 44 | NFLXNETFLIX INC | 108,735 | $9.9M | 0.34% | |
| 45 | VVISA INC | 27,644 | $9.8M | 0.34% | |
| 46 | ABBVABBVIE INC | 42,061 | $9.8M | 0.34% | |
| 47 | VGTVANGUARD WORLD FD | 12,542 | $9.6M | 0.33% | |
| 48 | CMFISHARES TR | 157,426 | $9.1M | 0.32% | |
| 49 | SCHESCHWAB STRATEGIC TR | 265,105 | $8.9M | 0.31% | |
| 50 | WMTWALMART INC | 73,345 | $8.3M | 0.29% | |
| 51 | AVUVAMERICAN CENTY ETF TR | 78,125 | $8.2M | 0.29% | |
| 52 | IDEVISHARES TR | 93,710 | $7.9M | 0.27% | |
| 53 | XOMEXXON MOBIL CORP | 65,390 | $7.7M | 0.27% | |
| 54 | ITOTISHARES TR | 48,351 | $7.3M | 0.25% | |
| 55 | IJHISHARES TR | 104,019 | $7.1M | 0.25% | |
| 56 | VEUVANGUARD INTL EQUITY INDEX F | 93,946 | $7.1M | 0.25% | |
| 57 | SCHCSCHWAB STRATEGIC TR | 151,015 | $7.0M | 0.24% | |
| 58 | NEMNEWMONT CORP | 64,945 | $7.0M | 0.24% | |
| 59 | MAMASTERCARD INCORPORATED | 11,828 | $6.9M | 0.24% | |
| 60 | VTVANGUARD INTL EQUITY INDEX F | 46,725 | $6.7M | 0.23% | |
| 61 | GEGE AEROSPACE | 20,365 | $6.6M | 0.23% | |
| 62 | JNJJOHNSON & JOHNSON | 30,712 | $6.4M | 0.22% | |
| 63 | VTVVANGUARD INDEX FDS | 32,800 | $6.4M | 0.22% | |
| 64 | VUGVANGUARD INDEX FDS | 12,866 | $6.3M | 0.22% | |
| 65 | AVDEAMERICAN CENTY ETF TR | 70,734 | $5.9M | 0.21% | |
| 66 | VIGVANGUARD SPECIALIZED FUNDS | 25,260 | $5.6M | 0.20% | |
| 67 | COSTCOSTCO WHSL CORP NEW | 6,282 | $5.5M | 0.19% | |
| 68 | LRCXLAM RESEARCH CORP | 26,007 | $5.3M | 0.18% | |
| 69 | GSGOLDMAN SACHS GROUP INC | 5,586 | $5.3M | 0.18% | |
| 70 | BRK-BBERKSHIRE HATHAWAY INC DEL | 7 | $5.2M | 0.18% | |
| 71 | GEVGE VERNOVA INC | 7,827 | $5.2M | 0.18% | |
| 72 | UNHUNITEDHEALTH GROUP INC | 14,995 | $5.1M | 0.18% | |
| 73 | AMDADVANCED MICRO DEVICES INC | 24,331 | $5.1M | 0.18% | |
| 74 | CRMSALESFORCE INC | 18,962 | $5.0M | 0.18% | |
| 75 | IJRISHARES TR | 39,980 | $4.9M | 0.17% | |
| 76 | 4I1PHILIP MORRIS INTL INC | 31,800 | $4.9M | 0.17% | |
| 77 | CATCATERPILLAR INC | 8,187 | $4.9M | 0.17% | |
| 78 | APPAPPLOVIN CORP | 7,491 | $4.7M | 0.16% | |
| 79 | AXPAMERICAN EXPRESS CO | 12,295 | $4.7M | 0.16% | |
| 80 | MUMICRON TECHNOLOGY INC | 13,627 | $4.6M | 0.16% | |
| 81 | KOCOCA COLA CO | 65,259 | $4.4M | 0.15% | |
| 82 | AVEMAMERICAN CENTY ETF TR | 54,412 | $4.3M | 0.15% | |
| 83 | HDHOME DEPOT INC | 12,385 | $4.3M | 0.15% | |
| 84 | BACBANK AMERICA CORP | 74,007 | $4.1M | 0.14% | |
| 85 | RVMDREVOLUTION MEDICINES INC | 40,056 | $4.1M | 0.14% | |
| 86 | AMATAPPLIED MATLS INC | 13,816 | $4.0M | 0.14% | |
| 87 | XLKSELECT SECTOR SPDR TR | 27,213 | $4.0M | 0.14% | |
| 88 | IBMINTERNATIONAL BUSINESS MACHS | 13,430 | $4.0M | 0.14% | |
| 89 | ABTABBOTT LABS | 31,279 | $4.0M | 0.14% | |
| 90 | VBRVANGUARD INDEX FDS | 18,045 | $3.9M | 0.14% | |
| 91 | DGRWWISDOMTREE TR | 42,578 | $3.8M | 0.13% | |
| 92 | VYMVANGUARD WHITEHALL FDS | 26,340 | $3.8M | 0.13% | |
| 93 | VGITVANGUARD SCOTTSDALE FDS | 63,291 | $3.8M | 0.13% | |
| 94 | DFACDIMENSIONAL ETF TRUST | 91,981 | $3.7M | 0.13% | |
| 95 | ISRGINTUITIVE SURGICAL INC | 6,217 | $3.7M | 0.13% | |
| 96 | VOTVANGUARD INDEX FDS | 12,845 | $3.7M | 0.13% | |
| 97 | VGKVANGUARD INTL EQUITY INDEX F | 43,039 | $3.7M | 0.13% | |
| 98 | RTXRTX CORPORATION | 19,695 | $3.7M | 0.13% | |
| 99 | PGPROCTER AND GAMBLE CO | 26,475 | $3.7M | 0.13% | |
| 100 | SCHXSCHWAB STRATEGIC TR | 128,614 | $3.5M | 0.12% |
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