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CIK: 0001904274
Total reported value
$3.6B
$3.6B
700 檔
14.2%
According to the latest 13F quarterly dataset, Wedmont Private Capital managed an equity portfolio of $3.6B at the end of Q1 2025, spanning 700 distinct U.S. exchange-listed positions.
During Q1 2025, Wedmont Private Capital's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 700 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 8.37% | -0.10% | +5.69% | |
| 2 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 5.43% | -0.11% | +8.38% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 4.47% | +0.84% | -0.88% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.20% | -0.39% | +12.18% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.07% | +0.02% | -2.94% | |
| 6 | VTC | Vanguard Total Corporate Bnd | ETF-Corp Bonds | 3.83% | -0.31% | +8.64% | |
| 7 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 3.48% | -0.34% | +8.60% | |
| 8 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 3.37% | +0.42% | +12.35% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.65% | +0.23% | +4.01% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 2.36% | +0.22% | +3.48% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.24% | -0.14% | +19.38% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 1.97% | -0.20% | -1.81% | |
| 13 | MUB | Ishares National Muni Bond E | ETF-Other | 1.83% | -0.23% | +19.24% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.52% | -0.03% | +14.50% | |
| 15 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.29% | -0.08% | +6.68% | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.27% | -0.11% | +5.01% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.05% | -0.05% | +31.98% | |
| 18 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 1.03% | -0.15% | +8.79% | |
| 19 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.90% | -0.05% | +38.08% | |
| 20 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.78% | -0.28% | +7.17% | |
| 21 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.76% | -0.09% | +10.28% | |
| 22 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 0.75% | -0.04% | +3.44% | |
| 23 | SCMB | Schwab Municipal Bond ETF | ETF-Other | 0.73% | -0.06% | +15.66% | |
| 24 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.72% | +0.01% | +38.77% | |
| 25 | AVGO | Broadcom Inc | Stock-Tech | 0.64% | — | +37.52% | |
| 26 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.63% | -0.04% | -9.85% | |
| 27 | ORCL | Oracle CORP | Stock-Tech | 0.61% | -0.05% | -2.26% | |
| 28 | VB | Vanguard Small-cap ETF | ETF-Other | 0.58% | -0.04% | -25.74% | |
| 29 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.55% | +0.06% | +3.67% | |
| 30 | VV | Vanguard Large-cap ETF | ETF-Other | 0.55% | -0.02% | +142.35% | |
| 31 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.54% | -0.08% | +2.50% | |
| 32 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.52% | -0.02% | +4357.81% | |
| 33 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.51% | — | +4.38% | |
| 34 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.47% | -0.06% | +5.29% | |
| 35 | NFLX | Netflix Inc | Stock-Comm Services | 0.46% | -0.12% | +6.22% | |
| 36 | WFC | Wells Fargo & Co | Stock-Financials | 0.45% | -0.02% | -13.36% | |
| 37 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.45% | -0.01% | +28.50% | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.44% | -0.01% | +0.03% | |
| 39 | V | Visa Inc-class A Shares | Stock-Financials | 0.43% | +0.07% | +4.23% | |
| 40 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.41% | -0.01% | +0.04% | |
| 41 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.39% | +0.01% | +4.59% | |
| 42 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.37% | -0.03% | +2.67% | |
| 43 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.37% | +0.02% | -5.36% | |
| 44 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.37% | -0.01% | +13.43% | |
| 45 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.36% | -0.02% | -2.51% | |
| 46 | ABBV | Abbvie Inc | Stock-Healthcare | 0.33% | +0.01% | +44.24% | |
| 47 | XOM | Exxon Mobil CORP | Stock-Energy | 0.33% | -0.06% | +6.84% | |
| 48 | VTEC | Vanguard Ca Tax-ex Bond | ETF-Other | 0.33% | +0.04% | +21.62% | |
| 49 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.33% | +0.04% | -4.77% | |
| 50 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.31% | -0.03% | +12.03% |
According to official SEC Form 13F filings, Wedmont Private Capital reported a total U.S. public equity portfolio value of $3.6B across 700 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including VEA, VWO, VTI) accounted for 14.2% of total reported equity market value during Q1 2025.
During Q1 2025, Wedmont Private Capital's top holdings by market value included VEA (8.4%)、VWO (5.4%)、VTI (4.5%). The largest single position, VEA, represented 8.4% of total portfolio value.
In Q1 2025, Wedmont Private Capital made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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