Wedmont Private Capital

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$3.10B
Q ending 2026-03-31
Prior quarter
$2.88B
Q ending 2025-12-31
Change
+7.7% QoQ · +58.9% YoY
Positions
838
reported holdings

Largest positions

Top 100 of 838 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Vanguard Tax-Managed FdsVEAShares$321.5M4.7M
Vanguard Intl Equity Index FVWOShares$185.4M3.3M
Vanguard Index FdsVTIShares$158.6M475K
Vanguard Index FdsVOOShares$120.6M194K
Ishares TrIEFAShares$110.5M1.2M
Vanguard Scottsdale FdsVTCShares$104.5M1.4M
Ishares TrGOVTShares$100.1M4.4M
Nvidia CorporationNVDAShares$82.4M453K
Vanguard Mun Bd FdsVTEBShares$79.6M1.6M
Apple IncAAPLShares$73.9M285K
Ishares IncIEMGShares$66.4M896K
Ishares TrMUBShares$50.4M472K
Alphabet IncGOOGShares$50.2M160K
Alphabet IncGOOGLShares$47.1M148K
Microsoft CorpMSFTShares$39.8M106K
Amazon Com IncAMZNShares$37.5M169K
Palantir Technologies IncPLTRShares$37.4M265K
Vanguard Charlotte FdsBNDXShares$32.9M682K
Meta Platforms IncMETAShares$29.1M48K
Vanguard Intl Equity Index FVSSShares$27.8M181K
Schwab Strategic TrSCHFShares$27.1M1.0M
Broadcom IncAVGOShares$26.9M77K
Invesco Qqq TrQQQShares$22.4M37K
Vanguard Calif Tax Free FdsVTECShares$19.4M195K
Tesla IncTSLAShares$19.2M56K
Berkshire Hathaway Inc DelBRK/BShares$17.9M37K
Ishares TrUSHYShares$17.9M483K
Vanguard Index FdsVOShares$17.6M59K
Vanguard Index FdsVBShares$16.4M60K
Jpmorgan Chase & CoJPMShares$15.6M51K
State Str Spdr S&P 500 Etf TSPYShares$15.1M22K
Vanguard Intl Equity Index FVEUShares$15.0M190K
Eli Lilly & CoLLYShares$14.1M15K
Schwab Strategic TrSCHBShares$14.1M540K
Vanguard Whitehall FdsVYMIShares$13.6M138K
Ge Vernova IncGEVShares$12.9M14K
Schwab Strategic TrSCMBShares$12.7M494K
Vanguard Index FdsVTVShares$12.3M61K
Wells Fargo & CoWFCShares$12.2M144K
Vanguard Index FdsVVShares$12.1M39K
Vanguard Star FdsVXUSShares$11.8M145K
Vanguard Whitehall FdsVIGIShares$11.7M128K
American Centy Etf TrAVDVShares$11.7M111K
Ishares TrIVVShares$11.0M16K
American Centy Etf TrAVUSShares$10.6M92K
Netflix Inc.NFLXShares$10.6M107K
Exxon Mobil CorpXOMShares$10.6M68K
Vanguard World FdVGTShares$9.8M13K
Walmart IncWMTShares$9.8M77K
Oracle CorpORCLShares$9.3M65K
Abbvie IncABBVShares$9.1M43K
Schwab Strategic TrSCHEShares$9.1M265K
American Centy Etf TrAVUVShares$9.0M78K
Vanguard Intl Equity Index FVTShares$8.6M59K
Johnson & JohnsonJNJShares$8.3M34K
Ishares TrIDEVShares$8.2M94K
Visa IncVShares$8.2M27K
Ishares TrCMFShares$8.1M142K
Newmont CorpNEMShares$7.7M65K
Ishares TrIJHShares$7.6M108K
Schwab Strategic TrSCHCShares$7.4M151K
Vanguard Index FdsVXFShares$7.1M33K
Costco Wholesale CorporationCOSTShares$7.0M7K
Ishares TrITOTShares$6.9M46K
Vanguard Index FdsVUGShares$6.7M15K
Caterpillar IncCATShares$6.6M9K
Advanced Micro Devices IncAMDShares$6.3M27K
American Centy Etf TrAVDEShares$6.3M71K
Micron Technology IncMUShares$6.0M15K
Ge AerospaceGEShares$5.8M19K
Vanguard Specialized FundsVIGShares$5.7M26K
Mastercard IncorporatedMAShares$5.6M11K
Ishares TrIJRShares$5.4M41K
Goldman Sachs Group IncGSShares$5.3M6K
Applied Matls IncAMATShares$5.2M13K
Philip Morris Intl IncPMShares$5.1M32K
Coca Cola CoKOShares$5.1M67K
Hinge Health IncHNGEShares$5.1M133K
Vanguard Index FdsVBRShares$4.8M21K
Gilead Sciences IncGILDShares$4.6M33K
Vanguard Whitehall FdsVYMShares$4.6M30K
Analog Devices IncADIShares$4.5M13K
Berkshire Hathaway Inc DelBRK/AShares$4.3M6
Lam Research CorpLRCXShares$4.3M17K
Cisco Sys IncCSCOShares$4.3M51K
Rtx CorporationRTXShares$4.3M21K
American Centy Etf TrAVEMShares$4.2M49K
Chevron CorporationCVXShares$4.1M21K
Ishares TrIWMShares$4.0M15K
Unitedhealth Group IncUNHShares$4.0M13K
Ishares TrIVWShares$3.9M33K
Procter & Gamble CoPGShares$3.9M27K
Vanguard Scottsdale FdsVGITShares$3.9M66K
Revolution Medicines IncRVMDShares$3.9M40K
Home Depot IncHDShares$3.9M12K
Wisdomtree TrDGRWShares$3.9M43K
American Express CoAXPShares$3.9M12K
Parker-Hannifin CorpPHShares$3.8M4K
Bank America CorpBACShares$3.7M72K
Vanguard Intl Equity Index FVGKShares$3.7M43K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.