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Wedmont Private Capital — 13F Holdings & Portfolio

CIK 1904274 · latest 13F-HR filed 2026-07-13

Backtest portfolio

Wedmont Private Capital manages $3.65B in 13F-reported U.S. long-equity assets across 954 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are VEA (10.27%), VTI (5.95%), VWO (5.87%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 145 new positions, exited 34, added to 489, and trimmed 157.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
26 SOUTH CHURCH STREET
SUITE 1A
WEST CHESTER, PA 19382
Phone
(610) 885-8200
Filing Manager
Wedmont Private Capital
WEST CHESTER, PA
Signatory
Dominic Corabi
CCO
Loading holdings…
AUM

$3.65B

Long-equity book

Holdings

954

Distinct positions

Period

2026-06-30

Filed 2026-07-13

Q/Q Activity

+145 / −34 / ↑489 / ↓157

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • VANGUARD INDEX FDS$58.2M +36.7%
  • VANGUARD TAX-MANAGED FDS$52.8M +16.4%
  • VANGUARD MUN BD FDS$29.5M +37.1%
  • VANGUARD INTL EQUITY INDEX F$28.5M +15.4%
  • NVIDIA CORPORATION$22.6M +27.5%
Show all 489 →

Top Trims

  • PALANTIR TECHNOLOGIES INC-$4.0M -10.6%
  • NETFLIX INC.-$2.8M -26.0%
  • HINGE HEALTH INC-$2.4M -46.1%
  • ISHARES BITCOIN TRUST ETF-$1.8M -69.7%
  • EA SERIES TRUST-$1.7M -62.9%
Show all 157 →

New Positions

  • RLI CORP$3.6M
  • CHARTER COMMUNICATIONS INC$2.2M
  • INVESCO EXCH TRADED FD TR II$1.9M
  • BROWN & BROWN INC$1.9M
  • PLANET FITNESS MASTER ISSUER$1.8M
Show all 145 →

Exited Positions

  • HONEYWELL INTL INC$2.2M
  • SCHWAB STRATEGIC TR$585.2K
  • CARNIVAL CORP$545.5K
  • EQUIFAX INC$470.0K
  • COTERRA ENERGY INC$415.2K
Show all 34 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 VANGUARD TAX-MANAGED FDS VEA 921943858 $374.3M 10.27% 5,272,522 SH
2 VANGUARD INDEX FDS VTI 922908769 $216.8M 5.95% 581,799 SH
3 VANGUARD INTL EQUITY INDEX F VWO 922042858 $213.9M 5.87% 3,571,670 SH
4 VANGUARD INDEX FDS VOO 922908363 $142.7M 3.91% 205,604 SH
5 ISHARES TR IEFA 46432F842 $115.6M 3.17% 1,188,881 SH
6 VANGUARD SCOTTSDALE FDS VTC 92206C573 $111.6M 3.06% 1,469,754 SH
7 VANGUARD MUN BD FDS VTEB 922907746 $109.1M 2.99% 2,167,958 SH
8 ISHARES TR GOVT 46429B267 $105.5M 2.89% 4,672,099 SH
9 NVIDIA CORPORATION NVDA 67066G104 $105.0M 2.88% 497,890 SH
10 APPLE INC AAPL 037833100 $95.2M 2.61% 301,877 SH
11 ISHARES INC IEMG 46434G103 $73.0M 2.00% 897,981 SH
12 ALPHABET INC GOOGL 02079K305 $52.3M 1.43% 146,365 SH
13 ISHARES TR MUB 464288414 $51.1M 1.40% 477,489 SH
14 ALPHABET INC GOOG 02079K107 $48.7M 1.34% 137,306 SH
15 AMAZON COM INC AMZN 023135106 $43.0M 1.18% 175,224 SH
16 MICROSOFT CORP MSFT 594918104 $39.3M 1.08% 101,962 SH
17 VANGUARD CHARLOTTE FDS BNDX 92203J407 $35.7M 0.98% 743,512 SH
18 PALANTIR TECHNOLOGIES INC PLTR 69608A108 $33.4M 0.92% 263,251 SH
19 BROADCOM INC AVGO 11135F101 $31.8M 0.87% 79,525 SH
20 META PLATFORMS INC META 30303M102 $30.4M 0.83% 45,383 SH
21 SCHWAB STRATEGIC TR SCHF 808524805 $30.2M 0.83% 1,096,412 SH
22 VANGUARD INTL EQUITY INDEX F VSS 922042718 $27.5M 0.75% 177,618 SH
23 INVESCO QQQ TR QQQ 46090E103 $26.0M 0.71% 35,895 SH
24 VANGUARD STAR FDS VXUS 921909768 $25.7M 0.70% 301,098 SH
25 VANGUARD INTL EQUITY INDEX F VEU 922042775 $25.4M 0.70% 304,741 SH
26 VANGUARD CALIF TAX FREE FDS VTEC 922021605 $24.4M 0.67% 244,141 SH
27 TESLA INC TSLA 88160R101 $22.8M 0.63% 56,016 SH
28 ISHARES TR USHY 46435U853 $19.6M 0.54% 531,621 SH
29 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $19.4M 0.53% 39,346 SH
30 VANGUARD INDEX FDS VO 922908629 $19.2M 0.53% 237,501 SH
31 ELI LILLY & CO LLY 532457108 $19.1M 0.52% 16,064 SH
32 JPMORGAN CHASE & CO JPM 46625H100 $18.2M 0.50% 54,011 SH
33 VANGUARD INDEX FDS VB 922908751 $18.0M 0.49% 60,211 SH
34 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $17.6M 0.48% 23,305 SH
35 MICRON TECHNOLOGY INC MU 595112103 $16.8M 0.46% 17,183 SH
36 SCHWAB STRATEGIC TR SCHB 808524102 $15.8M 0.43% 540,035 SH
37 ADVANCED MICRO DEVICES INC AMD 007903107 $15.7M 0.43% 28,201 SH
38 GE VERNOVA INC GEV 36828A101 $15.3M 0.42% 14,045 SH
39 VANGUARD WHITEHALL FDS VYMI 921946794 $14.0M 0.38% 138,786 SH
40 VANGUARD WORLD FD VGT 92204A702 $13.9M 0.38% 117,506 SH
41 AMERICAN CENTY ETF TR AVDV 025072802 $13.6M 0.37% 130,165 SH
42 VANGUARD INDEX FDS VV 922908637 $13.5M 0.37% 38,862 SH
43 WELLS FARGO & CO WFC 949746101 $13.4M 0.37% 154,312 SH
44 VANGUARD INDEX FDS VTV 922908744 $13.3M 0.37% 60,866 SH
45 ISHARES TR IVV 464287200 $12.9M 0.36% 17,078 SH
46 SCHWAB STRATEGIC TR SCMB 808524649 $12.7M 0.35% 494,540 SH
47 AMERICAN CENTY ETF TR AVUS 025072885 $12.2M 0.33% 94,887 SH
48 VISA INC V 92826C839 $12.1M 0.33% 34,628 SH
49 AMERICAN CENTY ETF TR AVUV 025072877 $11.9M 0.33% 96,086 SH
50 VANGUARD INTL EQUITY INDEX F VT 922042742 $11.0M 0.30% 69,490 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-13 $3.65B 954 0001904274-26-000005
2026-03-31 2026-04-09 $3.10B 838 0001904274-26-000004
2025-12-31 2026-01-08 $2.88B 806 0001904274-26-000002