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Wedmont Private Capital 13F Holdings & Recent Stock Buys (Q3 2026)
Wedmont Private CapitalCIK: 0001904274
Diversified strategyMomentum follower
Total reported value
$4.2B
Reporting period: 2026-09-30 · Number of holdings: 1008
Wedmont Private Capital disclosed 1008 holdings in its latest 13F filing for the period ending 2026-09-30, with total reported value of $4.2B and a quarterly turnover rate of 22.5%.
Browse other institutions with $1B to $10B AUMBrowse other institutions starting with "W"
Personality snowflake
- Concentration
- 10.13
- Portfolio Stability
- 22.45
- Momentum
- 100
- Sector conviction
- 64.46
- Diversification
- 100
- Sizing Uniformity
- 50.61
Wedmont Private Capital's disclosed holdings carry a Herfindahl concentration index of 0.025 — mathematically equivalent to about 39 equally-sized positions, well below its 1008 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 4.94), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 38% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govTrim VTEB
-57.8% -$66.0M
Add MUB
+158.7% $73.4M
Add MSFT
+44.2% $37.6M
Trim VTC
-3.6% -$8.2M
Add NVDA
+25.8% $39.3M
Trim VEA
+10.5% $32.6M
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
Showing top 200 holdings (of 1008 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 9.73% | -0.54% | +10.47% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 6.17% | +0.22% | +16.88% | |
| 3 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 5.44% | -0.43% | +7.84% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.56% | -0.35% | +1.68% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 3.45% | +0.57% | +25.80% | |
| 6 | MUB | Ishares National Muni Bond E | ETF-Other | 2.98% | +1.58% | +158.72% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.76% | +0.15% | +12.45% | |
| 8 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.76% | -0.41% | +1.36% | |
| 9 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 2.69% | -0.20% | +10.18% | |
| 10 | VTC | Vanguard Total Corporate Bnd | ETF-Corp Bonds | 2.47% | -0.59% | -3.56% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.95% | -0.05% | +12.64% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 1.84% | +0.76% | +44.20% | |
| 13 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.46% | +0.12% | +28.91% | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.33% | -0.10% | +8.95% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.30% | +0.12% | +21.69% | |
| 16 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.24% | +0.32% | -1.18% | |
| 17 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.13% | +0.30% | +44.54% | |
| 18 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.03% | -1.96% | -57.81% | |
| 19 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.89% | -0.09% | +6.84% | |
| 20 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.87% | +0.17% | +42.90% | |
| 21 | AVGO | Broadcom Inc | Stock-Tech | 0.82% | -0.05% | +19.47% | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.72% | +0.01% | +11.41% | |
| 23 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.71% | -0.12% | -0.18% | |
| 24 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.64% | -0.11% | -2.48% | |
| 25 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.60% | -0.10% | +0.95% | |
| 26 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.60% | +0.44% | +343.29% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.56% | +0.03% | +15.64% | |
| 28 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.55% | -0.08% | +9.68% | |
| 29 | VTEC | Vanguard Ca Tax-ex Bond | ETF-Other | 0.55% | -0.12% | +0.79% | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.54% | +0.04% | +25.58% | |
| 31 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.53% | +0.01% | +17.30% | |
| 32 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 0.51% | -0.03% | +13.01% | |
| 33 | MU | Micron Technology Inc | Stock-Tech | 0.50% | +0.03% | +17.17% | |
| 34 | ✓ | Stock-Other | 0.49% | +0.49% | NEW | ||
| 35 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.48% | -0.05% | +5.15% | |
| 36 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.45% | +0.22% | +135.31% | |
| 37 | AMD | Advanced Micro Devices | Stock-Tech | 0.45% | +0.02% | +7.15% | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.44% | -0.04% | +1.96% | |
| 39 | VB | Vanguard Small-cap ETF | ETF-Other | 0.44% | -0.05% | +5.42% | |
| 40 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.41% | +0.03% | +15.19% | |
| 41 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.41% | +0.11% | +53.65% | |
| 42 | V | Visa Inc-class A Shares | Stock-Financials | 0.39% | +0.06% | +24.27% | |
| 43 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.38% | -0.05% | +0.00% | |
| 44 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.35% | -0.01% | +11.17% | |
| 45 | GEV | GE Vernova Inc | Stock-Industrials | 0.35% | -0.07% | +3.00% | |
| 46 | VV | Vanguard Large-cap ETF | ETF-Other | 0.34% | -0.03% | +2.48% | |
| 47 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.34% | -0.03% | +1.32% | |
| 48 | VTV | Vanguard Value ETF | ETF-Other | 0.33% | -0.04% | +4.58% | |
| 49 | ✓ | Stock-Other | 0.33% | +0.33% | NEW | ||
| 50 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.33% | -0.05% | -1.73% |
1–50 of 200
Portfolio Performance
Performance for Q4 2026
+2.6%
Performance Last 4 Quarters
+12.4%
- Stdev
- +10.2%
- Beta
- +0.8
- Alpha
- +0.5%
- Max Drawdown
- -5.3%
- Annualized Perf
- +19.9%
- Batting Avg vs S&P
- +36.1%
- Sortino
- +4.04
- Stutzer
- +0.54
- Treynor
- +0.23
- Sterling
- +1.4
- Calmar
- +3.74
- Information Ratio
- -1.09
- Tracking Error
- +3.7%
- Stdev Down
- +4.6%
- Winning Months %
- +72.2%
- Losing Months %
- +27.8%
- Best 12 Months
- +28.3%
- Worst 12 Months
- +5.9%
- Efficiency Ratio
- +0.75
- Sharpe
- +1.84
- Stdev Sectors
- +10.6%
- Skewness
- -0.03
- Kurtosis
- +0.23
- Upside Potential
- +5.48
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2026 Q3 | 1008 | $4.2B | 22 | ||
| 2026 Q2 | 954 | $3.6B | 0 | ||
| 2026 Q1 | 838 | $3.1B | 16 | ||
| 2025 Q4 | 806 | $2.9B | 12 | ||
| 2025 Q3 | 788 | $2.7B | 32 | ||
| 2025 Q2 | 742 | $2.3B | 0 | ||
| 2025 Q1 | 700 | $2.0B | 0 | ||
| 2024 Q4 | 701 | $1.9B | 0 | ||
| 2024 Q3 | 668 | $1.8B | 0 | ||
| 2024 Q2 | 642 | $1.6B | 0 | ||
| 2024 Q1 | 605 | $1.4B | 0 | ||
| 2023 Q4 | 569 | $1.2B | 0 | ||
| 2023 Q3 | 504 | $988.8M | 0 | ||
| 2023 Q2 | 494 | $928.6M | 0 | ||
| 2023 Q1 | 462 | $757.9M | 0 | ||
| 2022 Q4 | 445 | $668.1M | 0 | ||
| 2022 Q3 | 369 | $497.6M | 0 | ||
| 2022 Q2 | 338 | $463.8M | 0 | ||
| 2022 Q1 | 319 | $448.4M | 0 | ||
| 2021 Q4 | 240 | $324.4M | 0 |
* This report is exclusively curated by the AlphaSMO team. AlphaSMO is the web's most authoritative 13F / Inside Trader database, delivering precise insider trading and institutional holdings insights.
Holding changes this quarter
Wedmont Private Capital's most significant position changes for 2026-09-30: New buy: ; New buy: ; New buy: Vanguard Lt Tax-ex Bond (VTEL); Sold out: Exxon Mobil CORP (XOM); New buy: Vanguard Int Tax-exempt Bond (VTEI).
Showing top 200 changes by size (of 1085 total)
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MUB | Ishares National Muni Bond E | +1.6% | +158.72% | Add |
| 2 | MSFT | Microsoft CORP | +0.8% | +44.20% | Add |
| 3 | NVDA | Nvidia CORP | +0.6% | +25.80% | Add |
| 4 | ✓ | +0.5% | NEW | New buy | |
| 5 | VCIT | Vanguard Int-term Corporate | +0.4% | +343.29% | Add |
| 6 | ✓ | +0.3% | NEW | New buy | |
| 7 | PLTR | Palantir Technologies Inc-a | +0.3% | -1.18% | Trim |
| 8 | META | Meta Platforms Inc-class A | +0.3% | +44.54% | Add |
| 9 | VTEL | Vanguard Lt Tax-ex Bond | +0.3% | NEW | New buy |
| 10 | VTEI | Vanguard Int Tax-exempt Bond | +0.2% | NEW | New buy |
| 11 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | +16.88% | Add |
| 12 | IJH | Ishares Core S&p Midcap ETF | +0.2% | +135.31% | Add |
| 13 | VXUS | Vanguard Total Intl Stock | +0.2% | +42.90% | Add |
| 14 | AAPL | Apple Inc | +0.2% | +12.45% | Add |
| 15 | GOOG | Alphabet Inc-cl C | +0.1% | +28.91% | Add |
| 16 | AMZN | Amazon.com Inc | +0.1% | +21.69% | Add |
| 17 | VT | Vanguard Tot World Stk ETF | +0.1% | +53.65% | Add |
| 18 | CMF | Ishares California Muni Bond | +0.1% | +70.80% | Add |
| 19 | SGOV | Ishares 0-3 Month Treasury B | +0.1% | +920.40% | Add |
| 20 | VTES | Vanguard Sh Term Tax-ex Bond | +0.1% | +386.74% | Add |
| 21 | V | Visa Inc-class A Shares | +0.1% | +24.27% | Add |
| 22 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +32.00% | Add |
| 23 | NET | Cloudflare Inc - Class A | +0.1% | +108.41% | Add |
| 24 | VLO | Valero Energy CORP | +0.1% | +37.11% | Add |
| 25 | VTIP | Vanguard Short-term Tips | +0.1% | +776.62% | Add |
| 26 | CVX | Chevron CORP | +0.1% | +41.18% | Add |
| 27 | ✓ | +0.1% | NEW | New buy | |
| 28 | LITE | Lumentum Holdings Inc | +0.1% | +93.25% | Add |
| 29 | JPM | Jpmorgan Chase & Co | 0% | +25.58% | Add |
| 30 | ETN | Eaton Corporation plc | 0% | +69.61% | Add |
| 31 | TSM | Taiwan Semiconductor-sp Adr | 0% | +51.22% | Add |
| 32 | DHR | Danaher CORP | 0% | +307.75% | Add |
| 33 | COP | Conocophillips | 0% | +56.18% | Add |
| 34 | MPC | Marathon Petroleum CORP | 0% | +16.15% | Add |
| 35 | PFE | Pfizer Inc | 0% | +138.12% | Add |
| 36 | MU | Micron Technology Inc | 0% | +17.17% | Add |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +15.64% | Add |
| 38 | VGT | Vanguard Info Tech ETF | 0% | +15.19% | Add |
| 39 | MRK | Merck & Co. Inc. | 0% | +39.38% | Add |
| 40 | PM | Philip Morris International | 0% | +17.92% | Add |
| 41 | MA | Mastercard Inc - A | 0% | +21.81% | Add |
| 42 | INTC | Intel CORP | 0% | +57.99% | Add |
| 43 | PSX | Phillips 66 | 0% | +16.83% | Add |
| 44 | HYMB | Ss Spdr N Ice Hy Muni ETF | 0% | +93.45% | Add |
| 45 | IWC | Ishares Micro-cap ETF | 0% | NEW | New buy |
| 46 | ARM | Arm Holdings Plc-adr | 0% | NEW | New buy |
| 47 | MPWR | Monolithic Power Systems Inc | 0% | +68.01% | Add |
| 48 | AVGE | Avantis All Eqty Mrkts ETF | 0% | NEW | New buy |
| 49 | ✓ | 0% | NEW | New buy | |
| 50 | VCRM | Vanguard Core Tax-ex Bond | 0% | NEW | New buy |
1–50 of 200
Filing History
FAQ
What is Wedmont Private Capital and what type of investor is it?
Wedmont Private Capital is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-09-30), the firm manages a tracked equity portfolio valued at approximately $4.2B, spread across 1008 disclosed positions.
What are Wedmont Private Capital's largest equity positions?
Based on the latest 13F filing, Wedmont Private Capital's top holdings by market value are:
1. Vanguard Ftse Developed ETF (VEA) — $406.9M (9.7%)
2. Vanguard Total Stock Mkt ETF (VTI) — $258.1M (6.2%)
3. Vanguard Ftse Emerging Marke (VWO) — $227.6M (5.4%)
4. Vanguard S&p 500 ETF (VOO) — $148.7M (3.6%)
5. Nvidia CORP (NVDA) — $144.4M (3.5%)
What changes did Wedmont Private Capital make in its most recent portfolio filing?
In the latest reported quarter, Wedmont Private Capital made 200 notable position adjustments: 23 new positions were initiated, 128 existing holdings were added to, 21 positions were partially reduced, and 28 were completely exited. The largest of these moves: New buy: ; New buy: ; New buy: Vanguard Lt Tax-ex Bond (VTEL); Sold out: Exxon Mobil CORP (XOM); New buy: Vanguard Int Tax-exempt Bond (VTEI)
What sectors does Wedmont Private Capital focus on?
Wedmont Private Capital is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 40.6%
• Communication Services: 11.9%
• Financials: 11.2%
• Health Care: 8.6%
• Consumer Discretionary: 8.4%
• Industrials: 7.7%
Investment Profile
Wedmont Private Capital returned an annualized 19.9% over the trailing 36 months — outperforming the S&P 500 by 0.5 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.80 (less volatile than the market) and a 36% quarterly batting average against the index.
Its portfolio is broadly diversified and moderately active, with 40.6% of the portfolio concentrated in Information Technology.
It has added to its VTI position over the past two quarters (+$99.5M, now $258.1M), while trimming VIGI over the same stretch (-$1.5M, still holding $10.2M).
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Developer Access
Access Wedmont Private Capital's institutional profile programmatically:
REST API
curl https://alphasmo.com/api/v1/institutions/wedmont-private-capitalCLI
npx alphasmo institutions get wedmont-private-capital