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Wedmont Private Capital — 13F Holdings & Portfolio

CIK 1904274 · latest 13F-HR filed 2026-10-09

Backtest portfolio

Wedmont Private Capital manages $4.18B in 13F-reported U.S. long-equity assets across 1,008 reported positions as of its 2026-09-30 13F-HR filing. Its largest disclosed positions are VEA (9.73%), VTI (6.17%), VWO (5.44%). Quarter over quarter (versus its 2026-06-30 filing) the fund opened 136 new positions and exited 83; 450 existing positions rose in reported value and 206 fell.

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.

Loading holdings…
AUM
$4.18B

Long-equity book

Holdings
1,008

Distinct positions

Period
2026-09-30

Filed 2026-10-09

Q/Q Activity
+136 / −83 / ↑450 / ↓206

vs 2026-06-30

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q3 26
VEA9.7% · +10%VTI6.2% · +17%VWO5.4% · +8%VOO3.6% · +2%NVDA3.5% · +26%MUB3.0% · +159%AAPL2.8% · +12%IEFA2.8% · +1%GOVT2.7% · +10%VTC2.5% · -4%IEMG1.9% · +13%MSFT1.8% · +44%GOOG1.5% · +29%GOOGL1.3% · +9%AMZN1.3% · +22%PLTR1.2% · -1%META1.1% · +44%VTEB1.0% · -58%BNDX0.9% · +7%VXUS0.9% · +43%AVGO0.8% · +20%QQQ0.7% · +11%SCHF0.7% · -0%VSS0.6% · -2%VEU0.6% · +1%VCIT0.6% · +343%BRK.B0.6% · +16%VTEC0.6% · +1%TSLA0.6% · +10%JPM0.5% · +26%LLY0.5% · +17%USHY0.5% · +13%MU0.5% · +18%SPCX0.5% · newVO0.5% · +5%IJH0.5% · +135%AMD0.4% · +7%SPY0.4% · +2%VB0.4% · +5%VGT0.4% · +15%VT0.4% · +54%V0.4% · +24%SCHB0.4% · 0%IVV0.4% · +11%GEV0.3% · +3%VV0.3% · +2%AVDV0.3% · +1%VTV0.3% · +5%XOM0.3% · +11%VYMI0.3% · -2%ABBV0.3% · +12%WFC0.3% · +4%CMF0.3% · +71%AVUS0.3% · +2%AVUV0.3% · +3%SCMB0.3% · -5%VTEL0.3% · newJNJ0.3% · +22%VIGI0.2% · -5%WMT0.2% · +13%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q2 26 → Q3 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 42%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Sep 2, 2026.

Assets Under Management
$3.44B
Discretionary
$3.43B
Employees
16
Accounts
2,437
Address
26 SOUTH CHURCH STREET
SUITE 1A
WEST CHESTER, PA 19382
Phone
(610) 885-8200
Website
Name Title / Status Ownership Type
CORABI, DOMINIC, JOSEPH ControlCO-FOUNDER, MANAGING MEMBER, CHIEF COMPLIANCE OFFICER
since Sep 2019
25–50%Individual
PELLETIER, JAMES, LUCE ControlCO-FOUNDER, MANAGING MEMBER
since Sep 2019
25–50%Individual
MMT WEDMONT INVESTMENT LLCLLC
since Sep 2019
10–25%Domestic Entity
CANNON, JASON, RYAN
Indirect owner via THE 2014 MARY MARGARET TRUST
TRUSTEE
since May 2019
General partner, trustee or managerIndividual
THE 2014 MARY MARGARET TRUST
Indirect owner via MMT WEDMONT INVESTMENT LLC
TRUST
since Sep 2019
75% or moreDomestic Entity
Ownership & leadership changes · 2 filings with changes since Apr 9, 2021

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Apr 19, 2021 filing
  • AddedCANNON, JASON, RYAN · TRUSTEE · General partner, trustee or manager · indirect via THE 2014 MARY MARGARET TRUST
Apr 12, 2021 filing
  • ChangedCORABI, DOMINIC, JOSEPH · title CO-FOUNDER, MANAGING MEMBER → CO-FOUNDER, MANAGING MEMBER, CHIEF COMPLIANCE OFFICER
  • ChangedPELLETIER, JAMES, LUCE · title CO-FOUNDER, MANAGING MEMBER, & CCO → CO-FOUNDER, MANAGING MEMBER
Apr 9, 2021 filing (earliest on record)
  • ListedCORABI, DOMINIC, JOSEPH · CO-FOUNDER, MANAGING MEMBER · 25–50% · control person
  • ListedMMT WEDMONT INVESTMENT LLC · LLC · 10–25%
  • ListedPELLETIER, JAMES, LUCE · CO-FOUNDER, MANAGING MEMBER, & CCO · 25–50% · control person
  • ListedTHE 2014 MARY MARGARET TRUST · TRUST · 75% or more · indirect via MMT WEDMONT INVESTMENT LLC

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Wedmont Private Capital Holdings (2026-09-30)

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 $406.9M 9.73% 5,824,638 SH
2 VANGUARD INDEX FDS VTI 922908769 $258.1M 6.17% 680,028 SH
3 VANGUARD INTL EQUITY INDEX F VWO 922042858 $227.6M 5.44% 3,851,859 SH
4 VANGUARD INDEX FDS VOO 922908363 $148.7M 3.56% 209,062 SH
5 NVIDIA CORPORATION NVDA 67066G104 $144.4M 3.45% 626,367 SH
6 ISHARES TR MUB 464288414 $124.5M 2.98% 1,235,371 SH
7 APPLE INC AAPL 037833100 $115.6M 2.76% 339,449 SH
8 ISHARES TR IEFA 46432F842 $115.5M 2.76% 1,205,085 SH
9 ISHARES TR GOVT 46429B267 $112.6M 2.69% 5,147,853 SH
10 VANGUARD SCOTTSDALE FDS VTC 92206C573 $103.3M 2.47% 1,417,494 SH
11 ISHARES INC IEMG 46434G103 $81.4M 1.95% 1,011,495 SH
12 MICROSOFT CORP MSFT 594918104 $76.8M 1.84% 147,027 SH
13 ALPHABET INC GOOG 02079K107 $61.0M 1.46% 176,999 SH
14 ALPHABET INC GOOGL 02079K305 $55.5M 1.33% 159,467 SH
15 AMAZON COM INC AMZN 023135106 $54.2M 1.30% 213,230 SH
16 PALANTIR TECHNOLOGIES INC PLTR 69608A108 $51.7M 1.24% 260,132 SH
17 META PLATFORMS INC META 30303M102 $47.3M 1.13% 65,596 SH
18 VANGUARD MUN BD FDS VTEB 922907746 $43.1M 1.03% 914,576 SH
19 VANGUARD CHARLOTTE FDS BNDX 92203J407 $37.3M 0.89% 794,381 SH
20 VANGUARD STAR FDS VXUS 921909768 $36.2M 0.87% 430,280 SH
21 BROADCOM INC AVGO 11135F101 $34.2M 0.82% 95,009 SH
22 INVESCO QQQ TR QQQ 46090E103 $29.9M 0.72% 39,990 SH
23 SCHWAB STRATEGIC TR SCHF 808524805 $29.6M 0.71% 1,094,441 SH
24 VANGUARD INTL EQUITY INDEX F VSS 922042718 $26.6M 0.64% 173,206 SH
25 VANGUARD INTL EQUITY INDEX F VEU 922042775 $25.3M 0.60% 307,639 SH
26 VANGUARD SCOTTSDALE FDS VCIT 92206C870 $25.0M 0.60% 318,057 SH
27 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $23.3M 0.56% 45,499 SH
28 VANGUARD CALIF TAX FREE FDS VTEC 922021605 $23.1M 0.55% 246,073 SH
29 TESLA INC TSLA 88160R101 $23.1M 0.55% 61,468 SH
30 JPMORGAN CHASE & CO JPM 46625H100 $22.5M 0.54% 67,827 SH
31 ELI LILLY & CO LLY 532457108 $22.0M 0.53% 18,843 SH
32 ISHARES TR USHY 46435U853 $21.4M 0.51% 600,801 SH
33 MICRON TECHNOLOGY INC MU 595112103 $21.1M 0.50% 20,367 SH
34 SPACE EXPLORATION TECHN CORP SPCX 84615Q103 $20.6M 0.49% 128,368 SH
35 VANGUARD INDEX FDS VO 922908629 $20.1M 0.48% 249,736 SH
36 ISHARES TR IJH 464287507 $18.9M 0.45% 258,464 SH
37 ADVANCED MICRO DEVICES INC AMD 007903107 $18.8M 0.45% 30,217 SH
38 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $18.4M 0.44% 23,761 SH
39 VANGUARD INDEX FDS VB 922908751 $18.3M 0.44% 63,477 SH
40 VANGUARD WORLD FD VGT 92204A702 $17.2M 0.41% 135,352 SH
41 VANGUARD INTL EQUITY INDEX F VT 922042742 $16.9M 0.41% 106,770 SH
42 VISA INC V 92826C839 $16.1M 0.39% 43,032 SH
43 SCHWAB STRATEGIC TR SCHB 808524102 $16.1M 0.38% 540,053 SH
44 ISHARES TR IVV 464287200 $14.8M 0.35% 18,986 SH
45 GE VERNOVA INC GEV 36828A101 $14.5M 0.35% 14,467 SH
46 VANGUARD INDEX FDS VV 922908637 $14.2M 0.34% 39,825 SH
47 AMERICAN CENTY ETF TR AVDV 025072802 $14.2M 0.34% 131,877 SH
48 VANGUARD INDEX FDS VTV 922908744 $14.0M 0.33% 63,654 SH
49 EXXONMOBIL HOLDINGS CORP XOM 30233Q108 $13.9M 0.33% 82,592 SH
50 VANGUARD WHITEHALL FDS VYMI 921946794 $13.6M 0.33% 136,388 SH
Filing History
Period Filed AUM Holdings Accession
2026-09-30 2026-10-09 $4.18B 1,008 0001904274-26-000006
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
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