Top 50 Wedmont Private Capital Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | 9.73% | 5.82M | $406.9M | +10.47%(+552.12K) | $54.18(+28.02%) | 2026-09-30 | |
| VTI | VANGUARD INDEX FDS | 6.17% | 680.0K | $258.1M | +16.88%(+98.23K) | $289.32(+29.80%) | 2026-09-30 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 5.45% | 3.85M | $227.6M | +7.84%(+280.19K) | $47.55(+22.04%) | 2026-09-30 | |
| VOO | VANGUARD INDEX FDS | 3.56% | 209.1K | $148.7M | +1.68%(+3.46K) | $474.19(+48.59%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 3.45% | 626.4K | $144.4M | +25.80%(+128.48K) | $101.77(+113.31%) | 2026-09-30 | |
| MUB | ISHARES TR | 2.98% | 1.24M | $124.5M | +158.72%(+757.88K) | $105.33(-2.84%) | 2026-09-30 | |
| AAPL | APPLE INC | 2.76% | 339.4K | $115.6M | +12.45%(+37.57K) | $200.03(+71.44%) | 2026-09-30 | |
| IEFA | ISHARES TR | 2.76% | 1.21M | $115.5M | +1.36%(+16.20K) | $71.74(+33.76%) | 2026-09-30 | |
| GOVT | ISHARES TR | 2.69% | 5.15M | $112.6M | +10.18%(+475.75K) | $23.33(-5.65%) | 2026-09-30 | |
| VTC | VANGUARD SCOTTSDALE FDS | 2.47% | 1.42M | $103.3M | -3.56%(-52.26K) | $78.04(-6.19%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (19 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.97% | +55.96% | โ | โ | +32.47% |
| Top 20 Holdings Unweighted | +18.00% | +64.29% | โ | โ | +42.00% |
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 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