Top 50 Wedmont Private Capital Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | 10.27% | 5.27M | $374.3M | +11.22%(+531.75K) | $52.43(+41.17%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 5.95% | 581.8K | $216.8M | +22.41%(+106.52K) | $275.34(+39.23%) | 2026-06-30 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 5.87% | 3.57M | $213.9M | +8.86%(+290.81K) | $46.61(+29.55%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 3.91% | 205.6K | $142.7M | +5.94%(+11.54K) | $470.50(+51.47%) | 2026-06-30 | |
| IEFA | ISHARES TR | 3.17% | 1.19M | $115.6M | +2.64%(+30.63K) | $71.24(+42.23%) | 2026-06-30 | |
| VTC | VANGUARD SCOTTSDALE FDS | 3.06% | 1.47M | $111.6M | +8.37%(+113.47K) | $79.18(-5.14%) | 2026-06-30 | |
| VTEB | VANGUARD MUN BD FDS | 2.99% | 2.17M | $109.1M | +36.54%(+580.17K) | $50.37(-1.31%) | 2026-06-30 | |
| GOVT | ISHARES TR | 2.89% | 4.67M | $105.5M | +6.90%(+301.70K) | $23.43(-4.14%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.88% | 497.9K | $105.0M | +10.02%(+45.36K) | $72.75(+210.73%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.61% | 301.9K | $95.2M | +5.78%(+16.50K) | $186.20(+64.01%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.83% | +47.50% | โ | โ | +29.46% |
| Top 20 Holdings Unweighted | +14.71% | +50.93% | โ | โ | +33.89% |
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 changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Wedmont Private Capitalโs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1904274). View Wedmont Private Capitalโs 13F filings on SEC