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Wedmont Private Capital 13F Portfolio

Portfolio Manager
Wedmont Private Capital
Performance
+2.32% (2026 Q3)
AUM (13F)
$4.18B
# of Holdings
1002
Performance Rank
Allocation (Top 20)
55.06%
Latest filing
Q3 2026

Wedmont Private Capital Holdings Map

Top 50 Wedmont Private Capital Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VEA
VANGUARD TAX-MANAGED FDS
9.73%5.82M$406.9M
+10.47%(+552.12K)
2025-Q3: 3.94M shares2025-Q4: 4.31M shares2026-Q1: 4.74M shares2026-Q2: 5.27M shares2026-Q3: 5.82M shares
$54.18(+28.02%)
2026-09-30
VTI
VANGUARD INDEX FDS
6.17%680.0K$258.1M
+16.88%(+98.23K)
2025-Q3: 396.9K shares2025-Q4: 425.9K shares2026-Q1: 475.3K shares2026-Q2: 581.8K shares2026-Q3: 680.0K shares
$289.32(+29.80%)
2026-09-30
VWO
VANGUARD INTL EQUITY INDEX F
5.45%3.85M$227.6M
+7.84%(+280.19K)
2025-Q3: 2.82M shares2025-Q4: 3.03M shares2026-Q1: 3.28M shares2026-Q2: 3.57M shares2026-Q3: 3.85M shares
$47.55(+22.04%)
2026-09-30
VOO
VANGUARD INDEX FDS
3.56%209.1K$148.7M
+1.68%(+3.46K)
2025-Q3: 171.0K shares2025-Q4: 187.8K shares2026-Q1: 194.1K shares2026-Q2: 205.6K shares2026-Q3: 209.1K shares
$474.19(+48.59%)
2026-09-30
NVDA
NVIDIA CORPORATION
3.45%626.4K$144.4M
+25.80%(+128.48K)
2025-Q3: 462.4K shares2025-Q4: 458.2K shares2026-Q1: 452.5K shares2026-Q2: 497.9K shares2026-Q3: 626.4K shares
$101.77(+113.31%)
2026-09-30
MUB
ISHARES TR
2.98%1.24M$124.5M
+158.72%(+757.88K)
2025-Q3: 497.2K shares2025-Q4: 465.6K shares2026-Q1: 472.5K shares2026-Q2: 477.5K shares2026-Q3: 1.24M shares
$105.33(-2.84%)
2026-09-30
AAPL
APPLE INC
2.76%339.4K$115.6M
+12.45%(+37.57K)
2025-Q3: 275.0K shares2025-Q4: 282.9K shares2026-Q1: 285.4K shares2026-Q2: 301.9K shares2026-Q3: 339.4K shares
$200.03(+71.44%)
2026-09-30
IEFA
ISHARES TR
2.76%1.21M$115.5M
+1.36%(+16.20K)
2025-Q3: 1.13M shares2025-Q4: 1.11M shares2026-Q1: 1.16M shares2026-Q2: 1.19M shares2026-Q3: 1.21M shares
$71.74(+33.76%)
2026-09-30
GOVT
ISHARES TR
2.69%5.15M$112.6M
+10.18%(+475.75K)
2025-Q3: 3.41M shares2025-Q4: 3.83M shares2026-Q1: 4.37M shares2026-Q2: 4.67M shares2026-Q3: 5.15M shares
$23.33(-5.65%)
2026-09-30
VTC
VANGUARD SCOTTSDALE FDS
2.47%1.42M$103.3M
-3.56%(-52.26K)
2025-Q3: 1.08M shares2025-Q4: 1.15M shares2026-Q1: 1.36M shares2026-Q2: 1.47M shares2026-Q3: 1.42M shares
$78.04(-6.19%)
2026-09-30

About Wedmont Private Capitalโ€™s portfolio

Wedmont Private Capital reports $4.18B in US-listed equity holdings across 1,002 positions in its most recent 13F filing. Its largest disclosed positions are VEA (9.7%), VTI (6.2%) and VWO (5.5%). The top 20 holdings account for 55.06% of reported assets. Its disclosed equity book has returned +55.96% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.

Portfolio concentration

Portfolio concentration
VEA โ€” 14.0% ($406.91M)VTI โ€” 8.9% ($258.11M)VWO โ€” 7.8% ($227.64M)VOO โ€” 5.1% ($148.70M)NVDA โ€” 5.0% ($144.37M)MUB โ€” 4.3% ($124.45M)AAPL โ€” 4.0% ($115.56M)IEFA โ€” 4.0% ($115.53M)GOVT โ€” 3.9% ($112.64M)VTC โ€” 3.6% ($103.34M)Other โ€” 39.4% ($1.14B)
61%in top 10
  • VEA14.0%
  • VTI8.9%
  • VWO7.8%
  • VOO5.1%
  • NVDA5.0%
  • MUB4.3%
  • AAPL4.0%
  • IEFA4.0%
  • GOVT3.9%
  • VTC3.6%
  • Other39.4%

Portfolio changes

What the fund actually did

Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.

Added to
44
MUBISHARES TR+158.7%
VEAVANGUARD TAX-MANAGED FDS+10.5%
VTIVANGUARD INDEX FDS+16.9%
NVDANVIDIA CORPORATION+25.8%
+40 more
Trimmed
6
VTEBVANGUARD MUN BD FDS-57.8%
VTCVANGUARD SCOTTSDALE FDS-3.6%
VSSVANGUARD INTL EQUITY INDEX F-2.5%
PLTRPALANTIR TECHNOLOGIES INC-1.2%
+2 more

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Source filings

Holdings on this page are parsed from Wedmont Private Capitalโ€™s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1904274). View Wedmont Private Capitalโ€™s 13F filings on SEC

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