Wedmont Private Capital — 13F Holdings & Portfolio
CIK 1904274 · latest 13F-HR filed 2026-04-09
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.
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AUM
$3.10B
Long-equity book
Holdings
838
Distinct positions
Period
2026-03-31
Filed 2026-04-09
Q/Q Activity
+89 / −57 / ↑385 / ↓205
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- VANGUARD TAX-MANAGED FDS$46.3M +16.8%
- VANGUARD INTL EQUITY INDEX F$18.1M +10.8%
- ALPHABET INC$15.9M +46.4%
- VANGUARD SCOTTSDALE FDS$14.9M +16.6%
- VANGUARD INDEX FDS$13.8M +9.5%
Top Trims
- MICROSOFT CORP-$13.6M -25.4%
- PALANTIR TECHNOLOGIES INC-$10.5M -22.0%
- ORACLE CORP-$6.9M -42.5%
- TESLA INC-$4.4M -18.6%
- WELLS FARGO & CO-$2.7M -18.3%
New Positions
- HINGE HEALTH INC$5.1M
- ASTRAZENECA PLC$1.2M
- INVESCO EXCHANGE TRADED FD T$959.6K
- VANGUARD WELLINGTON FD$804.3K
- PINNACLE FINL PARTNERS INC$792.2K
Exited Positions
- FRONTIER COMMUNICATIONS PARE$1.2M
- ASTRAZENECA PLC$1.1M
- COMERICA INC$757.1K
- PINNACLE FINL PARTNERS INC$732.2K
- ZSCALER INC$502.3K
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 | $321.5M | 10.37% | 4,740,776 | SH |
| 2 | VANGUARD INTL EQUITY INDEX F | VWO | 922042858 | $185.4M | 5.98% | 3,280,863 | SH |
| 3 | VANGUARD INDEX FDS | VTI | 922908769 | $158.6M | 5.11% | 475,275 | SH |
| 4 | VANGUARD INDEX FDS | VOO | 922908363 | $120.6M | 3.89% | 194,068 | SH |
| 5 | ISHARES TR | IEFA | 46432F842 | $110.5M | 3.56% | 1,158,252 | SH |
| 6 | VANGUARD SCOTTSDALE FDS | VTC | 92206C573 | $104.5M | 3.37% | 1,356,285 | SH |
| 7 | ISHARES TR | GOVT | 46429B267 | $100.1M | 3.23% | 4,370,401 | SH |
| 8 | NVIDIA CORPORATION | NVDA | 67066G104 | $82.4M | 2.66% | 452,533 | SH |
| 9 | VANGUARD MUN BD FDS | VTEB | 922907746 | $79.6M | 2.57% | 1,587,787 | SH |
| 10 | APPLE INC | AAPL | 037833100 | $73.9M | 2.38% | 285,372 | SH |
| 11 | ISHARES INC | IEMG | 46434G103 | $66.4M | 2.14% | 896,140 | SH |
| 12 | ISHARES TR | MUB | 464288414 | $50.4M | 1.63% | 472,473 | SH |
| 13 | ALPHABET INC | GOOG | 02079K107 | $50.2M | 1.62% | 159,605 | SH |
| 14 | ALPHABET INC | GOOGL | 02079K305 | $47.1M | 1.52% | 148,344 | SH |
| 15 | MICROSOFT CORP | MSFT | 594918104 | $39.8M | 1.28% | 106,223 | SH |
| 16 | AMAZON COM INC | AMZN | 023135106 | $37.5M | 1.21% | 169,403 | SH |
| 17 | PALANTIR TECHNOLOGIES INC | PLTR | 69608A108 | $37.4M | 1.20% | 265,373 | SH |
| 18 | VANGUARD CHARLOTTE FDS | BNDX | 92203J407 | $32.9M | 1.06% | 682,426 | SH |
| 19 | META PLATFORMS INC | META | 30303M102 | $29.1M | 0.94% | 47,593 | SH |
| 20 | VANGUARD INTL EQUITY INDEX F | VSS | 922042718 | $27.8M | 0.90% | 180,872 | SH |
| 21 | SCHWAB STRATEGIC TR | SCHF | 808524805 | $27.1M | 0.88% | 1,036,722 | SH |
| 22 | BROADCOM INC | AVGO | 11135F101 | $26.9M | 0.87% | 76,629 | SH |
| 23 | INVESCO QQQ TR | QQQ | 46090E103 | $22.4M | 0.72% | 36,981 | SH |
| 24 | VANGUARD CALIF TAX FREE FDS | VTEC | 922021605 | $19.4M | 0.63% | 194,623 | SH |
| 25 | TESLA INC | TSLA | 88160R101 | $19.2M | 0.62% | 55,950 | SH |
| 26 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $17.9M | 0.58% | 37,381 | SH |
| 27 | ISHARES TR | USHY | 46435U853 | $17.9M | 0.58% | 482,749 | SH |
| 28 | VANGUARD INDEX FDS | VO | 922908629 | $17.6M | 0.57% | 59,116 | SH |
| 29 | VANGUARD INDEX FDS | VB | 922908751 | $16.4M | 0.53% | 60,051 | SH |
| 30 | JPMORGAN CHASE & CO | JPM | 46625H100 | $15.6M | 0.50% | 50,587 | SH |
| 31 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $15.1M | 0.49% | 22,292 | SH |
| 32 | VANGUARD INTL EQUITY INDEX F | VEU | 922042775 | $15.0M | 0.48% | 189,589 | SH |
| 33 | ELI LILLY & CO | LLY | 532457108 | $14.1M | 0.46% | 14,822 | SH |
| 34 | SCHWAB STRATEGIC TR | SCHB | 808524102 | $14.1M | 0.45% | 540,015 | SH |
| 35 | VANGUARD WHITEHALL FDS | VYMI | 921946794 | $13.6M | 0.44% | 138,036 | SH |
| 36 | GE VERNOVA INC | GEV | 36828A101 | $12.9M | 0.41% | 13,747 | SH |
| 37 | SCHWAB STRATEGIC TR | SCMB | 808524649 | $12.7M | 0.41% | 494,149 | SH |
| 38 | VANGUARD INDEX FDS | VTV | 922908744 | $12.3M | 0.40% | 61,097 | SH |
| 39 | WELLS FARGO & CO | WFC | 949746101 | $12.2M | 0.39% | 144,393 | SH |
| 40 | VANGUARD INDEX FDS | VV | 922908637 | $12.1M | 0.39% | 38,980 | SH |
| 41 | VANGUARD STAR FDS | VXUS | 921909768 | $11.8M | 0.38% | 144,811 | SH |
| 42 | VANGUARD WHITEHALL FDS | VIGI | 921946810 | $11.7M | 0.38% | 127,708 | SH |
| 43 | AMERICAN CENTY ETF TR | AVDV | 025072802 | $11.7M | 0.38% | 110,884 | SH |
| 44 | ISHARES TR | IVV | 464287200 | $11.0M | 0.35% | 16,128 | SH |
| 45 | AMERICAN CENTY ETF TR | AVUS | 025072885 | $10.6M | 0.34% | 92,022 | SH |
| 46 | NETFLIX INC. | NFLX | 64110L106 | $10.6M | 0.34% | 106,642 | SH |
| 47 | EXXON MOBIL CORP | XOM | 30231G102 | $10.6M | 0.34% | 67,672 | SH |
| 48 | VANGUARD WORLD FD | VGT | 92204A702 | $9.8M | 0.31% | 13,209 | SH |
| 49 | WALMART INC | WMT | 931142103 | $9.8M | 0.31% | 76,664 | SH |
| 50 | ORACLE CORP | ORCL | 68389X105 | $9.3M | 0.30% | 65,023 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-09 | $3.10B | 838 | 0001904274-26-000004 |
| 2025-12-31 | 2026-01-08 | $2.88B | 806 | 0001904274-26-000002 |