Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Vanguard Tax-managed FdsVAN FTSE DEV MKT | VAN FTSE DEV MKT | $374M | 10.3% |
| Vanguard Index FdsTOTAL STK MKT | TOTAL STK MKT | $217M | 5.9% |
| Vanguard Intl Equity Index FFTSE EMR MKT ETF | FTSE EMR MKT ETF | $214M | 5.9% |
| Vanguard Index FdsS&P 500 ETF SHS | S&P 500 ETF SHS | $143M | 3.9% |
| iShares TRCORE MSCI EAFE | CORE MSCI EAFE | $116M | 3.2% |
| Vanguard Scottsdale FdsTOTAL CORP BND | TOTAL CORP BND | $112M | 3.1% |
| Vanguard Mun BD FdsTAX EXEMPT BD | TAX EXEMPT BD | $109M | 3.0% |
| iShares TRUS TREAS BD ETF | US TREAS BD ETF | $106M | 2.9% |
| Nvidia CorporationCOM | COM | $105M | 2.9% |
| Apple Inc.COM | COM | $95.2M | 2.6% |
| iShares Inc.CORE MSCI EMKT | CORE MSCI EMKT | $73M | 2.0% |
| Alphabet Inc.CAP STK CL A | CAP STK CL A | $52.3M | 1.4% |
| iShares TRNATIONAL MUN ETF | NATIONAL MUN ETF | $51.1M | 1.4% |
| Alphabet Inc.CAP STK CL C | CAP STK CL C | $48.7M | 1.3% |
| Amazon Com Inc.COM | COM | $43M | 1.2% |
| Microsoft Corp.COM | COM | $39.3M | 1.1% |
| Vanguard Charlotte FdsTOTAL INT BD ETF | TOTAL INT BD ETF | $35.7M | 1.0% |
| Palantir Technologies Inc.CL A | CL A | $33.4M | 0.9% |
| Broadcom Inc.COM | COM | $31.8M | 0.9% |
| Meta Platforms Inc.CL A | CL A | $30.4M | 0.8% |
| Schwab Strategic TRINTL EQTY ETF | INTL EQTY ETF | $30.2M | 0.8% |
| Vanguard Intl Equity Index FFTSE SMCAP ETF | FTSE SMCAP ETF | $27.5M | 0.8% |
| Invesco Qqq TRUNIT SER 1 | UNIT SER 1 | $26M | 0.7% |
| Vanguard Star FdsVG TL INTL STK F | VG TL INTL STK F | $25.7M | 0.7% |
| Vanguard Intl Equity Index FALLWRLD EX US | ALLWRLD EX US | $25.4M | 0.7% |
| Vanguard Calif Tax Free FdsTAX EXEMPT BD FD | TAX EXEMPT BD FD | $24.4M | 0.7% |
| Tesla Inc.COM | COM | $22.8M | 0.6% |
| iShares TRBROAD USD HIGH | BROAD USD HIGH | $19.6M | 0.5% |
| Berkshire Hathaway Inc. DelCL B NEW | CL B NEW | $19.4M | 0.5% |
| Vanguard Index FdsMID CAP ETF | MID CAP ETF | $19.2M | 0.5% |
| Eli Lilly & COCOM | COM | $19.1M | 0.5% |
| JPMORGAN Chase & COCOM | COM | $18.2M | 0.5% |
| Vanguard Index FdsSMALL CP ETF | SMALL CP ETF | $18M | 0.5% |
| State Str SPDR S&P 500 ETF TTR UNIT | TR UNIT | $17.6M | 0.5% |
| Micron Technology Inc.COM | COM | $16.8M | 0.5% |
| Schwab Strategic TRUS BRD MKT ETF | US BRD MKT ETF | $15.8M | 0.4% |
| Advanced Micro Devices Inc.COM | COM | $15.7M | 0.4% |
| GE Vernova Inc.COM | COM | $15.3M | 0.4% |
| Vanguard Whitehall FdsINTL HIGH ETF | INTL HIGH ETF | $14M | 0.4% |
| Vanguard World FDINF TECH ETF | INF TECH ETF | $13.9M | 0.4% |
| American Centy ETF TRINTL SMCP VLU | INTL SMCP VLU | $13.6M | 0.4% |
| Vanguard Index FdsLARGE CAP ETF | LARGE CAP ETF | $13.5M | 0.4% |
| Wells Fargo & COCOM | COM | $13.4M | 0.4% |
| Vanguard Index FdsVALUE ETF | VALUE ETF | $13.3M | 0.4% |
| iShares TRCORE S&P500 ETF | CORE S&P500 ETF | $12.9M | 0.4% |
| Schwab Strategic TRMUN BD ETF | MUN BD ETF | $12.7M | 0.3% |
| American Centy ETF TRUS EQT ETF | US EQT ETF | $12.2M | 0.3% |
| Visa Inc.COM CL A | COM CL A | $12.1M | 0.3% |
| American Centy ETF TRUS SML CP VALU | US SML CP VALU | $11.9M | 0.3% |
| Vanguard Intl Equity Index FTT WRLD ST ETF | TT WRLD ST ETF | $11M | 0.3% |
Vanguard Tax-managed FdsVAN FTSE DEV MKT$374M
- Class
- VAN FTSE DEV MKT
- Share
- 10.3%
Vanguard Index FdsTOTAL STK MKT$217M
- Class
- TOTAL STK MKT
- Share
- 5.9%
Vanguard Intl Equity Index FFTSE EMR MKT ETF$214M
- Class
- FTSE EMR MKT ETF
- Share
- 5.9%
Vanguard Index FdsS&P 500 ETF SHS$143M
- Class
- S&P 500 ETF SHS
- Share
- 3.9%
iShares TRCORE MSCI EAFE$116M
- Class
- CORE MSCI EAFE
- Share
- 3.2%
Vanguard Scottsdale FdsTOTAL CORP BND$112M
- Class
- TOTAL CORP BND
- Share
- 3.1%
Vanguard Mun BD FdsTAX EXEMPT BD$109M
- Class
- TAX EXEMPT BD
- Share
- 3.0%
iShares TRUS TREAS BD ETF$106M
- Class
- US TREAS BD ETF
- Share
- 2.9%
Nvidia CorporationCOM$105M
- Class
- COM
- Share
- 2.9%
Apple Inc.COM$95.2M
- Class
- COM
- Share
- 2.6%
iShares Inc.CORE MSCI EMKT$73M
- Class
- CORE MSCI EMKT
- Share
- 2.0%
Alphabet Inc.CAP STK CL A$52.3M
- Class
- CAP STK CL A
- Share
- 1.4%
iShares TRNATIONAL MUN ETF$51.1M
- Class
- NATIONAL MUN ETF
- Share
- 1.4%
Alphabet Inc.CAP STK CL C$48.7M
- Class
- CAP STK CL C
- Share
- 1.3%
Amazon Com Inc.COM$43M
- Class
- COM
- Share
- 1.2%
Microsoft Corp.COM$39.3M
- Class
- COM
- Share
- 1.1%
Vanguard Charlotte FdsTOTAL INT BD ETF$35.7M
- Class
- TOTAL INT BD ETF
- Share
- 1.0%
Palantir Technologies Inc.CL A$33.4M
- Class
- CL A
- Share
- 0.9%
Broadcom Inc.COM$31.8M
- Class
- COM
- Share
- 0.9%
Meta Platforms Inc.CL A$30.4M
- Class
- CL A
- Share
- 0.8%
Schwab Strategic TRINTL EQTY ETF$30.2M
- Class
- INTL EQTY ETF
- Share
- 0.8%
Vanguard Intl Equity Index FFTSE SMCAP ETF$27.5M
- Class
- FTSE SMCAP ETF
- Share
- 0.8%
Invesco Qqq TRUNIT SER 1$26M
- Class
- UNIT SER 1
- Share
- 0.7%
Vanguard Star FdsVG TL INTL STK F$25.7M
- Class
- VG TL INTL STK F
- Share
- 0.7%
Vanguard Intl Equity Index FALLWRLD EX US$25.4M
- Class
- ALLWRLD EX US
- Share
- 0.7%
Vanguard Calif Tax Free FdsTAX EXEMPT BD FD$24.4M
- Class
- TAX EXEMPT BD FD
- Share
- 0.7%
Tesla Inc.COM$22.8M
- Class
- COM
- Share
- 0.6%
iShares TRBROAD USD HIGH$19.6M
- Class
- BROAD USD HIGH
- Share
- 0.5%
Berkshire Hathaway Inc. DelCL B NEW$19.4M
- Class
- CL B NEW
- Share
- 0.5%
Vanguard Index FdsMID CAP ETF$19.2M
- Class
- MID CAP ETF
- Share
- 0.5%
Eli Lilly & COCOM$19.1M
- Class
- COM
- Share
- 0.5%
JPMORGAN Chase & COCOM$18.2M
- Class
- COM
- Share
- 0.5%
Vanguard Index FdsSMALL CP ETF$18M
- Class
- SMALL CP ETF
- Share
- 0.5%
State Str SPDR S&P 500 ETF TTR UNIT$17.6M
- Class
- TR UNIT
- Share
- 0.5%
Micron Technology Inc.COM$16.8M
- Class
- COM
- Share
- 0.5%
Schwab Strategic TRUS BRD MKT ETF$15.8M
- Class
- US BRD MKT ETF
- Share
- 0.4%
Advanced Micro Devices Inc.COM$15.7M
- Class
- COM
- Share
- 0.4%
GE Vernova Inc.COM$15.3M
- Class
- COM
- Share
- 0.4%
Vanguard Whitehall FdsINTL HIGH ETF$14M
- Class
- INTL HIGH ETF
- Share
- 0.4%
Vanguard World FDINF TECH ETF$13.9M
- Class
- INF TECH ETF
- Share
- 0.4%
American Centy ETF TRINTL SMCP VLU$13.6M
- Class
- INTL SMCP VLU
- Share
- 0.4%
Vanguard Index FdsLARGE CAP ETF$13.5M
- Class
- LARGE CAP ETF
- Share
- 0.4%
Wells Fargo & COCOM$13.4M
- Class
- COM
- Share
- 0.4%
Vanguard Index FdsVALUE ETF$13.3M
- Class
- VALUE ETF
- Share
- 0.4%
iShares TRCORE S&P500 ETF$12.9M
- Class
- CORE S&P500 ETF
- Share
- 0.4%
Schwab Strategic TRMUN BD ETF$12.7M
- Class
- MUN BD ETF
- Share
- 0.3%
American Centy ETF TRUS EQT ETF$12.2M
- Class
- US EQT ETF
- Share
- 0.3%
Visa Inc.COM CL A$12.1M
- Class
- COM CL A
- Share
- 0.3%
American Centy ETF TRUS SML CP VALU$11.9M
- Class
- US SML CP VALU
- Share
- 0.3%
Vanguard Intl Equity Index FTT WRLD ST ETF$11M
- Class
- TT WRLD ST ETF
- Share
- 0.3%
The share class is shown on a wider screen.
The 50 largest of 952 positions by value, with holdings of the same security combined. The 200 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1904274
- File number
- 028-21445
- Options
- 2 call, 1 put
- In the 25 largest
- 59.3%
- Prior quarter
- $3.1B at 31 March 2026
- Positions opened
- 148
- Positions closed
- 34
Common questions
What are Wedmont Private Capital’s 13F holdings worth?
$3.65 billion across 952 positions for the quarter ended 30 June 2026.
What is Wedmont Private Capital’s largest 13F holding?
VANGUARD TAX-MANAGED FDS (VAN FTSE DEV MKT) was the largest position at $374 million, or 10.3% of reported 13F value, as of 30 June 2026.
How concentrated is Wedmont Private Capital’s 13F portfolio?
The ten largest positions accounted for 43.6% of reported value and the twenty-five largest for 59.3%, across 952 positions as of 30 June 2026.
Does Form 13F show everything Wedmont Private Capital manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Wedmont Private Capital file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.