Wedmont Private Capital Portfolio Holdings - 13F Filings | 13F Fund Database
Wedmont Private Capital 13F Holdings
CIK 0001904274
As of Sep 30, 2025, Wedmont Private Capital reported
788 positions worth $2.4B in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 3,938,781 | $238.9M | 10.08% |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND | VWO | — | 2,820,540 |
|
54.2M6.51% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 396,920 |
30.8M | 5.52% |
| VANGUARD 500 INDEX FUND | VOO | — | 170,956 |
05.2M | 4.44% |
| ISHARES CORE MSCI EAFE ETF | IEFA | — | 1,127,561 | $99.4M | 4.20% |
| NVIDIA CORP | NVDA | Technology | 462,407 | $85.6M | 3.61% |
| VANGUARD SCOTTSDALE FDS | — | — | 1,083,517 | $84.8M | 3.58% |
| ISHARES US TREASURY BOND ETF | GOVT | — | 3,406,789 | $78.6M | 3.32% |
| APPLE INC | AAPL | Technology | 275,017 | $70.5M | 2.98% |
| VANGUARD TAX-EXEMPT BOND INDEX FUND | VTEB | — | 1,204,023 | $60.3M | 2.54% |
| MICROSOFT CORP | MSFT | Technology | 112,736 | $59.1M | 2.49% |
| ISHARES CORE MSCI EMERGING MARKETS ETF | IEMG | — | 866,628 | $57.8M | 2.44% |
| ISHARES NATIONAL MUNI BOND ETF | MUB | — | 497,248 | $53.0M | 2.24% |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 267,535 | $48.7M | 2.06% |
| AMAZON.COM INC | AMZN | Equity | 163,078 | $36.2M | 1.53% |
| META PLATFORMS INC | META | Communication Services | 49,001 | $34.9M | 1.47% |
| VANGUARD CHARLOTTE FUNDS | BNDX | — | 559,295 | $27.6M | 1.16% |
| VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND | VSS | — | 186,473 | $26.7M | 1.13% |
| ALPHABET INC | GOOG | Equity | 106,357 | $26.3M | 1.11% |
| ALPHABET INC | GOOGL | Equity | 101,215 | $24.9M | 1.05% |
| BROADCOM INC | AVGO | Technology | 73,094 | $24.6M | 1.04% |
| SCHWAB INTERNATIONAL EQUITY ETF | SCHF | — | 1,000,835 | $23.6M | 1.00% |
| ORACLE CORP | ORCL | Technology | 82,266 | $23.4M | 0.99% |
| TESLA INC | TSLA | Consumer Cyclical | 53,937 | $23.4M | 0.99% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 40,159 | $20.2M | 0.85% |