Wedmont Private Capital

Est. AUM

$3.65B

13F long equity, this entity only

Positions

954

Period

Jun 2026 (Q2)

SEC EDGAR

View filings ↗

Jun 2026 (Q2)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$374.3M	5272522	10.27%	SOLE
2	VANGUARD INDEX FDS	TOTAL STK MKT	$216.8M	581799	5.95%	SOLE
3	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$213.9M	3571670	5.87%	SOLE
4	VANGUARD INDEX FDS	S&P 500 ETF SHS	$142.7M	205604	3.91%	SOLE
5	ISHARES TR	CORE MSCI EAFE	$115.6M	1188881	3.17%	SOLE
6	VANGUARD SCOTTSDALE FDS	TOTAL CORP BND	$111.6M	1469754	3.06%	SOLE
7	VANGUARD MUN BD FDS	TAX EXEMPT BD	$109.1M	2167958	2.99%	SOLE
8	ISHARES TR	US TREAS BD ETF	$105.5M	4672099	2.89%	SOLE
9	NVIDIA CORPORATION	COM	$105.0M	497890	2.88%	SOLE
10	APPLE INC	COM	$95.2M	301877	2.61%	SOLE
11	ISHARES INC	CORE MSCI EMKT	$73.0M	897981	2.00%	SOLE
12	ALPHABET INC	CAP STK CL A	$52.3M	146365	1.43%	SOLE
13	ISHARES TR	NATIONAL MUN ETF	$51.1M	477489	1.40%	SOLE
14	ALPHABET INC	CAP STK CL C	$48.7M	137306	1.34%	SOLE
15	AMAZON COM INC	COM	$43.0M	175224	1.18%	SOLE
16	MICROSOFT CORP	COM	$39.3M	101962	1.08%	SOLE
17	VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$35.7M	743512	0.98%	SOLE
18	PALANTIR TECHNOLOGIES INC	CL A	$33.4M	263251	0.92%	SOLE
19	BROADCOM INC	COM	$31.8M	79525	0.87%	SOLE
20	META PLATFORMS INC	CL A	$30.4M	45383	0.83%	SOLE
21	SCHWAB STRATEGIC TR	INTL EQTY ETF	$30.2M	1096412	0.83%	SOLE
22	VANGUARD INTL EQUITY INDEX F	FTSE SMCAP ETF	$27.5M	177618	0.75%	SOLE
23	INVESCO QQQ TR	UNIT SER 1	$26.0M	35895	0.71%	SOLE
24	VANGUARD STAR FDS	VG TL INTL STK F	$25.7M	301098	0.70%	SOLE
25	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$25.4M	304741	0.70%	SOLE
26	VANGUARD CALIF TAX FREE FDS	TAX EXEMPT BD FD	$24.4M	244141	0.67%	SOLE
27	TESLA INC	COM	$22.8M	56016	0.63%	SOLE
28	ISHARES TR	BROAD USD HIGH	$19.6M	531621	0.54%	SOLE
29	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$19.4M	39346	0.53%	SOLE
30	VANGUARD INDEX FDS	MID CAP ETF	$19.2M	237501	0.53%	SOLE
31	ELI LILLY & CO	COM	$19.1M	16064	0.52%	SOLE
32	JPMORGAN CHASE & CO	COM	$18.2M	54011	0.50%	SOLE
33	VANGUARD INDEX FDS	SMALL CP ETF	$18.0M	60211	0.49%	SOLE
34	STATE STR SPDR S&P 500 ETF T	TR UNIT	$17.6M	23305	0.48%	SOLE
35	MICRON TECHNOLOGY INC	COM	$16.8M	17183	0.46%	SOLE
36	SCHWAB STRATEGIC TR	US BRD MKT ETF	$15.8M	540035	0.43%	SOLE
37	ADVANCED MICRO DEVICES INC	COM	$15.7M	28201	0.43%	SOLE
38	GE VERNOVA INC	COM	$15.3M	14045	0.42%	SOLE
39	VANGUARD WHITEHALL FDS	INTL HIGH ETF	$14.0M	138786	0.38%	SOLE
40	VANGUARD WORLD FD	INF TECH ETF	$13.9M	117506	0.38%	SOLE
41	AMERICAN CENTY ETF TR	INTL SMCP VLU	$13.6M	130165	0.37%	SOLE
42	VANGUARD INDEX FDS	LARGE CAP ETF	$13.5M	38862	0.37%	SOLE
43	WELLS FARGO & CO	COM	$13.4M	154312	0.37%	SOLE
44	VANGUARD INDEX FDS	VALUE ETF	$13.3M	60866	0.37%	SOLE
45	ISHARES TR	CORE S&P500 ETF	$12.9M	17078	0.36%	SOLE
46	SCHWAB STRATEGIC TR	MUN BD ETF	$12.7M	494540	0.35%	SOLE
47	AMERICAN CENTY ETF TR	US EQT ETF	$12.2M	94887	0.33%	SOLE
48	VISA INC	COM CL A	$12.1M	34628	0.33%	SOLE
49	AMERICAN CENTY ETF TR	US SML CP VALU	$11.9M	96086	0.33%	SOLE
50	VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$11.0M	69490	0.30%	SOLE

1–50 of 952

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.