StockDrifts LogoStockDrifts

Wedmont Private Capital 13F Portfolio

Portfolio Manager
Wedmont Private Capital
Performance
+9.33% (2026 Q2)
AUM (13F)
$3.65B
# of Holdings
949
Performance Rank
Allocation (Top 20)
55.63%
Latest filing
Q2 2026

Wedmont Private Capital Holdings Map

Top 50 Wedmont Private Capital Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VEA
VANGUARD TAX-MANAGED FDS
10.27%5.27M$374.3M
+11.22%(+531.75K)
2025-Q2: 3.58M shares2025-Q3: 3.94M shares2025-Q4: 4.31M shares2026-Q1: 4.74M shares2026-Q2: 5.27M shares
$52.43(+41.17%)
2026-06-30
VTI
VANGUARD INDEX FDS
5.95%581.8K$216.8M
+22.41%(+106.52K)
2025-Q2: 366.4K shares2025-Q3: 396.9K shares2025-Q4: 425.9K shares2026-Q1: 475.3K shares2026-Q2: 581.8K shares
$275.34(+39.23%)
2026-06-30
VWO
VANGUARD INTL EQUITY INDEX F
5.87%3.57M$213.9M
+8.86%(+290.81K)
2025-Q2: 2.61M shares2025-Q3: 2.82M shares2025-Q4: 3.03M shares2026-Q1: 3.28M shares2026-Q2: 3.57M shares
$46.61(+29.55%)
2026-06-30
VOO
VANGUARD INDEX FDS
3.91%205.6K$142.7M
+5.94%(+11.54K)
2025-Q2: 155.3K shares2025-Q3: 171.0K shares2025-Q4: 187.8K shares2026-Q1: 194.1K shares2026-Q2: 205.6K shares
$470.50(+51.47%)
2026-06-30
IEFA
ISHARES TR
3.17%1.19M$115.6M
+2.64%(+30.63K)
2025-Q2: 1.13M shares2025-Q3: 1.13M shares2025-Q4: 1.11M shares2026-Q1: 1.16M shares2026-Q2: 1.19M shares
$71.24(+42.23%)
2026-06-30
VTC
VANGUARD SCOTTSDALE FDS
3.06%1.47M$111.6M
+8.37%(+113.47K)
2025-Q2: 1.00M shares2025-Q3: 1.08M shares2025-Q4: 1.15M shares2026-Q1: 1.36M shares2026-Q2: 1.47M shares
$79.18(-5.14%)
2026-06-30
VTEB
VANGUARD MUN BD FDS
2.99%2.17M$109.1M
+36.54%(+580.17K)
2025-Q2: 1.33M shares2025-Q3: 1.20M shares2025-Q4: 1.32M shares2026-Q1: 1.59M shares2026-Q2: 2.17M shares
$50.37(-1.31%)
2026-06-30
GOVT
ISHARES TR
2.89%4.67M$105.5M
+6.90%(+301.70K)
2025-Q2: 3.07M shares2025-Q3: 3.41M shares2025-Q4: 3.83M shares2026-Q1: 4.37M shares2026-Q2: 4.67M shares
$23.43(-4.14%)
2026-06-30
NVDA
NVIDIA CORPORATION
2.88%497.9K$105.0M
+10.02%(+45.36K)
2025-Q2: 429.7K shares2025-Q3: 462.4K shares2025-Q4: 458.2K shares2026-Q1: 452.5K shares2026-Q2: 497.9K shares
$72.75(+210.73%)
2026-06-30
AAPL
APPLE INC
2.61%301.9K$95.2M
+5.78%(+16.50K)
2025-Q2: 253.6K shares2025-Q3: 275.0K shares2025-Q4: 282.9K shares2026-Q1: 285.4K shares2026-Q2: 301.9K shares
$186.20(+64.01%)
2026-06-30

About Wedmont Private Capitalโ€™s portfolio

Wedmont Private Capital reports $3.65B in US-listed equity holdings across 949 positions in its most recent 13F filing. Its largest disclosed positions are VEA (10.3%), VTI (6.0%) and VWO (5.9%). The top 20 holdings account for 55.63% of reported assets. Its disclosed equity book has returned +47.50% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.

Portfolio concentration

Portfolio concentration
VEA โ€” 14.6% ($374.30M)VTI โ€” 8.5% ($216.83M)VWO โ€” 8.4% ($213.91M)VOO โ€” 5.6% ($142.66M)IEFA โ€” 4.5% ($115.58M)VTC โ€” 4.4% ($111.57M)VTEB โ€” 4.3% ($109.13M)GOVT โ€” 4.1% ($105.52M)NVDA โ€” 4.1% ($105.03M)AAPL โ€” 3.7% ($95.19M)Other โ€” 37.9% ($970.04M)
62%in top 10
  • VEA14.6%
  • VTI8.5%
  • VWO8.4%
  • VOO5.6%
  • IEFA4.5%
  • VTC4.4%
  • VTEB4.3%
  • GOVT4.1%
  • NVDA4.1%
  • AAPL3.7%
  • Other37.9%

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
41
VTIVANGUARD INDEX FDS+22.4%
VEAVANGUARD TAX-MANAGED FDS+11.2%
VTEBVANGUARD MUN BD FDS+36.5%
VWOVANGUARD INTL EQUITY INDEX F+8.9%
+37 more
Trimmed
9
GOOGALPHABET INC-14.0%
MSFTMICROSOFT CORP-4.0%
METAMETA PLATFORMS INC-4.6%
QQQINVESCO QQQ TR-2.9%
+5 more

Unlock alerts, watchlists & AI chat

Sign up free to track Wedmont Private Capital, compare funds side by side, and get alerts the moment positions change.

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

More 13F analyses

View all