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Wedmont Private Capital 13F Holdings & Recent Stock Buys (Q2 2026)
Wedmont Private CapitalCIK: 0001904274
Diversified strategyLong-term holder
Total reported value
$3.6B
Reporting period: 2026-06-30 · Number of holdings: 954
Wedmont Private Capital disclosed 954 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $3.6B and a quarterly turnover rate of 0.0%.
Browse other institutions with $1B to $10B AUMBrowse other institutions starting with "W"
Personality snowflake
- Concentration
- 10.74
- Portfolio Stability
- 0
- Momentum
- 50
- Sector conviction
- 58.23
- Diversification
- 100
- Sizing Uniformity
- 50.49
Wedmont Private Capital's disclosed holdings carry a Herfindahl concentration index of 0.027 — mathematically equivalent to about 37 equally-sized positions, well below its 954 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 4.95), 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 36% 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.govAdd VTI
+22.4% $58.2M
Add VTEB
+36.5% $29.5M
Trim IEFA
+2.6% $5.1M
Trim GOVT
+6.9% $5.4M
Add VXUS
+107.9% $13.9M
Trim VTC
+8.4% $7.1M
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
Showing top 200 holdings (of 954 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 10.27% | -0.10% | +11.22% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 5.95% | +0.84% | +22.41% | |
| 3 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 5.87% | -0.11% | +8.86% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.91% | +0.02% | +5.94% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.17% | -0.39% | +2.64% | |
| 6 | VTC | Vanguard Total Corporate Bnd | ETF-Corp Bonds | 3.06% | -0.31% | +8.37% | |
| 7 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 2.99% | +0.42% | +36.54% | |
| 8 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 2.89% | -0.34% | +6.90% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 2.88% | +0.22% | +10.02% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 2.61% | +0.23% | +5.78% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.00% | -0.14% | +0.21% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.43% | -0.09% | -1.33% | |
| 13 | MUB | Ishares National Muni Bond E | ETF-Other | 1.40% | -0.23% | +1.06% | |
| 14 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.34% | -0.28% | -13.97% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.18% | -0.03% | +3.44% | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 1.08% | -0.20% | -4.01% | |
| 17 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.98% | -0.08% | +8.95% | |
| 18 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.92% | -0.28% | -0.80% | |
| 19 | AVGO | Broadcom Inc | Stock-Tech | 0.87% | — | +3.78% | |
| 20 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.83% | -0.11% | -4.64% | |
| 21 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.83% | -0.05% | +5.76% | |
| 22 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.75% | -0.15% | -1.80% | |
| 23 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.71% | -0.01% | -2.94% | |
| 24 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.70% | +0.32% | +107.92% | |
| 25 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.70% | +0.22% | +60.74% | |
| 26 | VTEC | Vanguard Ca Tax-ex Bond | ETF-Other | 0.67% | +0.04% | +25.44% | |
| 27 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.63% | +0.01% | +0.65% | |
| 28 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 0.54% | -0.04% | +10.12% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.53% | -0.05% | +5.26% | |
| 30 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.53% | -0.04% | +301.75% | |
| 31 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.52% | +0.06% | +8.38% | |
| 32 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.50% | — | +6.77% | |
| 33 | VB | Vanguard Small-cap ETF | ETF-Other | 0.49% | -0.04% | +0.27% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.48% | -0.01% | +4.54% | |
| 35 | MU | Micron Technology Inc | Stock-Tech | 0.47% | +0.28% | +18.14% | |
| 36 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.43% | -0.02% | +0.00% | |
| 37 | AMD | Advanced Micro Devices | Stock-Tech | 0.43% | +0.23% | +3.03% | |
| 38 | GEV | GE Vernova Inc | Stock-Industrials | 0.42% | — | +2.17% | |
| 39 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.38% | -0.06% | +0.54% | |
| 40 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.38% | +0.07% | +789.59% | |
| 41 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.37% | -0.01% | +17.39% | |
| 42 | VV | Vanguard Large-cap ETF | ETF-Other | 0.37% | -0.02% | -0.30% | |
| 43 | WFC | Wells Fargo & Co | Stock-Financials | 0.37% | -0.02% | +6.87% | |
| 44 | VTV | Vanguard Value ETF | ETF-Other | 0.37% | -0.03% | -0.38% | |
| 45 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.36% | +0.01% | +5.89% | |
| 46 | SCMB | Schwab Municipal Bond ETF | ETF-Other | 0.35% | -0.06% | +0.08% | |
| 47 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.33% | -0.01% | +3.11% | |
| 48 | V | Visa Inc-class A Shares | Stock-Financials | 0.33% | +0.07% | +30.50% | |
| 49 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.33% | +0.04% | +22.96% | |
| 50 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.30% | +0.02% | +17.46% |
1–50 of 200
Portfolio Performance
Performance for Q3 2026
+1.9%
Performance Last 4 Quarters
+19.1%
- Stdev
- +10.8%
- Beta
- +0.81
- Alpha
- +0.7%
- Max Drawdown
- -5.3%
- Annualized Perf
- +17.5%
- Batting Avg vs S&P
- +38.9%
- Sortino
- +3.18
- Stutzer
- +0.46
- Treynor
- +0.21
- Sterling
- +1.23
- Calmar
- +3.3
- Information Ratio
- -0.86
- Tracking Error
- +3.7%
- Stdev Down
- +5.3%
- Winning Months %
- +69.4%
- Losing Months %
- +30.6%
- Best 12 Months
- +28.3%
- Worst 12 Months
- +5.9%
- Efficiency Ratio
- +0.62
- Sharpe
- +1.56
- Stdev Sectors
- +9.7%
- Skewness
- -0.06
- Kurtosis
- -0.12
- Upside Potential
- +4.75
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 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 2026-06-30: New buy: Rli CORP (RLI); Sold out: Honeywell International Inc (HON); New buy: Charter Communications Inc-a (CHTR); New buy: Invesco Nasdaq 100 ETF (QQQM); New buy: Brown & Brown Inc (BRO).
Showing top 200 changes by size (of 983 total)
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | +0.8% | +22.41% | Add |
| 2 | VTEB | Vanguard Tax-exempt Bond ETF | +0.4% | +36.54% | Add |
| 3 | VXUS | Vanguard Total Intl Stock | +0.3% | +107.92% | Add |
| 4 | MU | Micron Technology Inc | +0.3% | +18.14% | Add |
| 5 | AAPL | Apple Inc | +0.2% | +5.78% | Add |
| 6 | AMD | Advanced Micro Devices | +0.2% | +3.03% | Add |
| 7 | NVDA | Nvidia CORP | +0.2% | +10.02% | Add |
| 8 | VEU | Vanguard Ftse All-world Ex-u | +0.2% | +60.74% | Add |
| 9 | SUB | Ishares Short-term National | +0.1% | +377.43% | Add |
| 10 | SPMO | Invesco S&p 500 Momentum ETF | +0.1% | +97.48% | Add |
| 11 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +120.96% | Add |
| 12 | VCIT | Vanguard Int-term Corporate | +0.1% | +214.96% | Add |
| 13 | RLI | Rli CORP | +0.1% | NEW | New buy |
| 14 | SNDK | Sandisk CORP | +0.1% | +13.94% | Add |
| 15 | RVMD | Revolution Medicines Inc | +0.1% | +0.12% | Add |
| 16 | VGT | Vanguard Info Tech ETF | +0.1% | +789.59% | Add |
| 17 | V | Visa Inc-class A Shares | +0.1% | +30.50% | Add |
| 18 | LLY | Eli Lilly & Co | +0.1% | +8.38% | Add |
| 19 | AMAT | Applied Materials Inc | +0.1% | +2.96% | Add |
| 20 | CHTR | Charter Communications Inc-a | +0.1% | NEW | New buy |
| 21 | CAT | Caterpillar Inc | +0.1% | +17.62% | Add |
| 22 | QQQM | Invesco Nasdaq 100 ETF | +0.1% | NEW | New buy |
| 23 | BRO | Brown & Brown Inc | +0.1% | NEW | New buy |
| 24 | INTC | Intel CORP | +0.1% | +13.09% | Add |
| 25 | PLNT | Planet Fitness Inc - Cl A | +0.1% | NEW | New buy |
| 26 | VBIL | Vanguard 0-3m T-bill ETF | +0.1% | NEW | New buy |
| 27 | VTEC | Vanguard Ca Tax-ex Bond | 0% | +25.44% | Add |
| 28 | AVUV | Avantis US Small Cap Value | 0% | +22.96% | Add |
| 29 | AVEM | Avantis Emerging Markets Eq | 0% | +40.79% | Add |
| 30 | CSCO | Cisco Systems Inc | 0% | +5.15% | Add |
| 31 | NYF | Ishares New York Muni Bond E | 0% | +61.43% | Add |
| 32 | AVIV | Avantis Int Lrg Cap Val ETF | 0% | +58.20% | Add |
| 33 | MRVL | Marvell Technology Inc | 0% | +5.47% | Add |
| 34 | EVLV | Evolv Technologies Holdings | 0% | NEW | New buy |
| 35 | PANW | Palo Alto Networks Inc | 0% | +8.10% | Add |
| 36 | BRBR | Bellring Brands Inc | 0% | NEW | New buy |
| 37 | TSCO | Tractor Supply Company | 0% | +684.19% | Add |
| 38 | WAY | Waystar Holding CORP | 0% | NEW | New buy |
| 39 | LRCX | Lam Research CORP | 0% | +1.41% | Add |
| 40 | PGR | Progressive CORP | 0% | +72.86% | Add |
| 41 | CRWD | Crowdstrike Holdings Inc - A | 0% | +297.08% | Add |
| 42 | KLAC | Kla CORP | 0% | +936.34% | Add |
| 43 | CPNG | Coupang Inc | 0% | +126.37% | Add |
| 44 | ALAB | Astera Labs Inc | 0% | +51.43% | Add |
| 45 | RBRK | Rubrik Inc-a | 0% | +180.96% | Add |
| 46 | ✓ | 0% | NEW | New buy | |
| 47 | VSDM | Vanguard Short Tax-ex Bond | 0% | NEW | New buy |
| 48 | DELL | Dell Technologies -c | 0% | +1.62% | Add |
| 49 | LBRDK | Liberty Broadband-c | 0% | NEW | New buy |
| 50 | LBRDA | Liberty Broadband-a | 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 (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $3.6B, spread across 954 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) — $374.3M (10.3%)
2. Vanguard Total Stock Mkt ETF (VTI) — $216.8M (6.0%)
3. Vanguard Ftse Emerging Marke (VWO) — $213.9M (5.9%)
4. Vanguard S&p 500 ETF (VOO) — $142.7M (3.9%)
5. Ishares Core Msci Eafe ETF (IEFA) — $115.6M (3.2%)
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: 43 new positions were initiated, 126 existing holdings were added to, 27 positions were partially reduced, and 4 were completely exited. The largest of these moves: New buy: Rli CORP (RLI); Sold out: Honeywell International Inc (HON); New buy: Charter Communications Inc-a (CHTR); New buy: Invesco Nasdaq 100 ETF (QQQM); New buy: Brown & Brown Inc (BRO)
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: 37.1%
• Financials: 12.3%
• Communication Services: 12.0%
• Consumer Discretionary: 9.3%
• Industrials: 8.5%
• Health Care: 8.4%
Investment Profile
Wedmont Private Capital returned an annualized 17.5% over the trailing 36 months — outperforming the S&P 500 by 0.7 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.81 (less volatile than the market) and a 39% quarterly batting average against the index.
Its portfolio is broadly diversified and long-term-holding, with 37.1% of the portfolio concentrated in Information Technology.
It has added to its VEA position over the past two quarters (+$99.1M, now $374.3M), while trimming PLTR over the same stretch (-$14.5M, still holding $33.4M).
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Developer Access
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REST API
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