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CIK: 0001904274
Total reported value
$4.2B
$4.2B
788 檔
17.4%
As reported in its official Q3 2025 Form 13F filing, Wedmont Private Capital's tracked investment portfolio stood at $4.2B with 788 total positions.
In Q3 2025, Wedmont Private Capital displayed an active expansion posture, initiating 16 new positions and adding to 153 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 788 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 8.87% | -0.54% | +10.09% | |
| 2 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 5.73% | -0.43% | +8.15% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 4.86% | +0.22% | +8.34% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.91% | -0.35% | +10.10% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.69% | -0.41% | +0.03% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 3.18% | +0.57% | +7.62% | |
| 7 | VTC | Vanguard Total Corporate Bnd | ETF-Corp Bonds | 3.15% | -0.59% | +8.05% | |
| 8 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 2.92% | -0.20% | +11.07% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.62% | +0.15% | +8.44% | |
| 10 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 2.24% | -1.96% | -9.31% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 2.19% | +0.76% | +7.62% | |
| 12 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.15% | -0.05% | +1.67% | |
| 13 | MUB | Ishares National Muni Bond E | ETF-Other | 1.97% | +1.58% | +0.14% | |
| 14 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.81% | +0.32% | +518.26% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.34% | +0.12% | +6.08% | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.30% | +0.30% | +4.28% | |
| 17 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.03% | -0.09% | +5.59% | |
| 18 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.99% | -0.11% | +1.06% | |
| 19 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.98% | +0.12% | +7.11% | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.92% | -0.10% | +5.19% | |
| 21 | AVGO | Broadcom Inc | Stock-Tech | 0.91% | -0.05% | +5.53% | |
| 22 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.88% | -0.12% | +3.08% | |
| 23 | ORCL | Oracle CORP | Stock-Tech | 0.87% | -0.03% | +2.06% | |
| 24 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.87% | -0.08% | +3.19% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.75% | +0.03% | +5.15% | |
| 26 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.60% | -0.05% | +3.18% | |
| 27 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 0.59% | -0.03% | +3.98% | |
| 28 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.59% | +0.01% | +22.97% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.55% | -0.04% | +19.43% | |
| 30 | VB | Vanguard Small-cap ETF | ETF-Other | 0.53% | -0.05% | -0.62% | |
| 31 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.53% | +0.04% | +4.70% | |
| 32 | WFC | Wells Fargo & Co | Stock-Financials | 0.48% | -0.06% | +5.10% | |
| 33 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.48% | -0.05% | -2.32% | |
| 34 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.47% | -0.06% | +1.99% | |
| 35 | SCMB | Schwab Municipal Bond ETF | ETF-Other | 0.47% | -0.08% | -0.03% | |
| 36 | VTEC | Vanguard Ca Tax-ex Bond | ETF-Other | 0.46% | -0.12% | +77.27% | |
| 37 | NFLX | Netflix Inc | Stock-Comm Services | 0.46% | -0.02% | +2.72% | |
| 38 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.42% | +0.01% | -8.31% | |
| 39 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.42% | -0.05% | +1.89% | |
| 40 | VV | Vanguard Large-cap ETF | ETF-Other | 0.41% | -0.03% | -10.76% | |
| 41 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.37% | -0.03% | +0.03% | |
| 42 | V | Visa Inc-class A Shares | Stock-Financials | 0.36% | +0.06% | +2.27% | |
| 43 | ABBV | Abbvie Inc | Stock-Healthcare | 0.36% | +0.02% | +5.17% | |
| 44 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.36% | -0.03% | +1.26% | |
| 45 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.36% | -0.01% | -2.12% | |
| 46 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.34% | -0.03% | -3.45% | |
| 47 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.32% | -0.10% | +29.78% | |
| 48 | CMF | Ishares California Muni Bond | ETF-Other | 0.30% | +0.09% | — | |
| 49 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.28% | -0.05% | -1.39% | |
| 50 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.28% | +0.17% | +24.88% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PLTR | Palantir Technologies Inc-a | +1.6% | +518.26% | Add |
| 2 | NVDA | Nvidia CORP | +0.8% | +7.62% | Add |
| 3 | VEA | Vanguard Ftse Developed ETF | +0.5% | +10.09% | Add |
| 4 | VTI | Vanguard Total Stock Mkt ETF | +0.4% | +8.34% | Add |
| 5 | VWO | Vanguard Ftse Emerging Marke | +0.3% | +8.15% | Add |
| 6 | AVGO | Broadcom Inc | +0.3% | +5.53% | Add |
| 7 | ORCL | Oracle CORP | +0.3% | +2.06% | Trim |
| 8 | MSFT | Microsoft CORP | +0.2% | +7.62% | Add |
| 9 | GOOG | Alphabet Inc-cl C | +0.2% | +7.11% | Add |
| 10 | NEM | Newmont CORP | +0.2% | +15.40% | Add |
| 11 | GOOGL | Alphabet Inc-cl A | +0.2% | +5.19% | Add |
| 12 | TSLA | Tesla Inc | +0.2% | +3.19% | Trim |
| 13 | MUB | Ishares National Muni Bond E | +0.1% | +0.14% | Add |
| 14 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +22.97% | Add |
| 15 | VTEC | Vanguard Ca Tax-ex Bond | +0.1% | +77.27% | Add |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +19.43% | Add |
| 17 | HOOD | Robinhood Markets Inc - A | +0.1% | +0.45% | Add |
| 18 | GEV | GE Vernova Inc | +0.1% | -32.77% | Add |
| 19 | AMD | Advanced Micro Devices | +0.1% | +21.99% | Add |
| 20 | APP | Applovin Corp-class A | +0.1% | +3.02% | Add |
| 21 | IAUM | Ishares Gold Trust Micro | +0.1% | +117.34% | Add |
| 22 | VEU | Vanguard Ftse All-world Ex-u | +0.1% | +29.78% | Add |
| 23 | GE | General Electric | +0.1% | +3.08% | Add |
| 24 | LRCX | Lam Research CORP | +0.1% | +3.27% | Add |
| 25 | MU | Micron Technology Inc | +0.1% | +4.69% | Add |
| 26 | NOC | Northrop Grumman CORP | +0.1% | +10.86% | Add |
| 27 | VXUS | Vanguard Total Intl Stock | 0% | +24.88% | Add |
| 28 | CAT | Caterpillar Inc | 0% | +6.75% | Add |
| 29 | APH | Amphenol Corp-cl A | 0% | +3.86% | Add |
| 30 | ANET | Arista Networks Inc | 0% | +2.47% | Add |
| 31 | BND | Vanguard Total Bond Market | 0% | +200.64% | Add |
| 32 | IBIT | Ishares Bitcoin Trust ETF | 0% | +51.76% | Add |
| 33 | META | Meta Platforms Inc-class A | 0% | +4.28% | Add |
| 34 | WFC | Wells Fargo & Co | 0% | +5.10% | Add |
| 35 | ABBV | Abbvie Inc | 0% | +5.17% | Add |
| 36 | GS | Goldman Sachs Group Inc | 0% | +7.47% | Add |
| 37 | CEG | Constellation Energy | 0% | +2.07% | Add |
| 38 | DGRO | Ishares Core Dividend Growth | 0% | +18.36% | Add |
| 39 | DFAC | Dimensional US Core Equity 2 | 0% | — | Add |
| 40 | TSM | Taiwan Semiconductor-sp Adr | 0% | +4.50% | Add |
| 41 | RBLX | Roblox CORP -class A | 0% | +1.77% | Add |
| 42 | COF | Capital One Financial CORP | 0% | +6.30% | Add |
| 43 | SMH | Vaneck Semiconductor ETF | 0% | +33.95% | Add |
| 44 | COIN | Coinbase Global Inc -class A | 0% | +31.76% | Add |
| 45 | PSX | Phillips 66 | 0% | +3.95% | Add |
| 46 | VCIT | Vanguard Int-term Corporate | 0% | +85.46% | Add |
| 47 | JPM | Jpmorgan Chase & Co | 0% | +4.70% | Add |
| 48 | VUG | Vanguard Growth ETF | 0% | +0.35% | Add |
| 49 | SCHX | Schwab US Large-cap ETF | 0% | +30.40% | Add |
| 50 | AVIV | Avantis Int Lrg Cap Val ETF | 0% | — | Add |
According to official SEC Form 13F filings, Wedmont Private Capital reported a total U.S. public equity portfolio value of $4.2B across 788 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VEA, VWO, VTI) accounted for 17.4% of total reported equity market value during Q3 2025.
Top New Position Initiated
CMF
市值: $8.2M
Top Position Liquidated / Trimmed
AKX
前期市值: $690.1K
During Q3 2025, Wedmont Private Capital's top holdings by market value included VEA (8.9%)、VWO (5.7%)、VTI (4.9%). The largest single position, VEA, represented 8.9% of total portfolio value.
In Q3 2025, Wedmont Private Capital made 199 total portfolio adjustments, initiating 16 new buys, adding to 153 positions, trimming 27 holdings, and fully liquidating 3 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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