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CIK: 0001904274
Total reported value
$4.2B
$4.2B
806 檔
19.3%
The Q4 2025 SEC filing reveals that Wedmont Private Capital held a total portfolio value of $4.2B, covering 806 public equity positions.
In Q4 2025, Wedmont Private Capital displayed an active expansion posture, initiating 22 new positions and adding to 107 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VEA, VWO, VTI) accounted for 19.3% of total reported equity market value during Q4 2025.
Showing top 200 holdings (of 806 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 9.56% | -0.54% | +9.39% | |
| 2 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 5.81% | -0.43% | +7.33% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 5.03% | +0.22% | +7.30% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.14% | -0.35% | +9.84% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.52% | -0.41% | -1.69% | |
| 6 | VTC | Vanguard Total Corporate Bnd | ETF-Corp Bonds | 3.11% | -0.59% | +6.21% | |
| 7 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 3.07% | -0.20% | +12.29% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 3.01% | +0.57% | -0.90% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.56% | +0.15% | +2.85% | |
| 10 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 2.32% | -1.96% | +9.82% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.10% | -0.05% | -0.01% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 1.85% | +0.76% | -2.14% | |
| 13 | MUB | Ishares National Muni Bond E | ETF-Other | 1.74% | +1.58% | -6.37% | |
| 14 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.66% | +0.32% | -1.52% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.38% | +0.12% | +0.85% | |
| 16 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.19% | +0.12% | +0.05% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.19% | -0.10% | +4.79% | |
| 18 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.06% | +0.30% | -3.97% | |
| 19 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.05% | -0.09% | +11.86% | |
| 20 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.95% | -0.11% | +0.19% | |
| 21 | AVGO | Broadcom Inc | Stock-Tech | 0.93% | -0.05% | +6.16% | |
| 22 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.89% | -0.12% | +3.43% | |
| 23 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.82% | -0.08% | +1.42% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.64% | +0.03% | -7.99% | |
| 25 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 0.58% | -0.03% | +4.56% | |
| 26 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.57% | +0.01% | +0.83% | |
| 27 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.57% | -0.05% | +0.44% | |
| 28 | ORCL | Oracle CORP | Stock-Tech | 0.56% | -0.03% | +2.43% | |
| 29 | VTEC | Vanguard Ca Tax-ex Bond | ETF-Other | 0.56% | -0.12% | +27.64% | |
| 30 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.56% | +0.01% | +7.73% | |
| 31 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.54% | +0.04% | +3.67% | |
| 32 | VB | Vanguard Small-cap ETF | ETF-Other | 0.54% | -0.05% | +2.38% | |
| 33 | WFC | Wells Fargo & Co | Stock-Financials | 0.52% | -0.06% | -0.03% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.50% | -0.04% | -5.33% | |
| 35 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.46% | -0.05% | +1.11% | |
| 36 | SCMB | Schwab Municipal Bond ETF | ETF-Other | 0.44% | -0.08% | +0.62% | |
| 37 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.44% | -0.06% | -1.92% | |
| 38 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.44% | -0.05% | +4.45% | |
| 39 | VV | Vanguard Large-cap ETF | ETF-Other | 0.40% | -0.03% | +0.29% | |
| 40 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.37% | -0.03% | +1.23% | |
| 41 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.36% | -0.03% | +0.03% | |
| 42 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.36% | +0.17% | +31.09% | |
| 43 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.35% | -0.01% | +1.07% | |
| 44 | NFLX | Netflix Inc | Stock-Comm Services | 0.34% | -0.02% | +938.64% | |
| 45 | V | Visa Inc-class A Shares | Stock-Financials | 0.34% | +0.06% | -0.81% | |
| 46 | ABBV | Abbvie Inc | Stock-Healthcare | 0.34% | +0.02% | -0.01% | |
| 47 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.33% | +0.03% | +73.02% | |
| 48 | CMF | Ishares California Muni Bond | ETF-Other | 0.32% | +0.09% | +9.92% | |
| 49 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.31% | -0.03% | -2.58% | |
| 50 | WMT | Walmart Inc | Stock-Consumer Staples | 0.29% | -0.01% | +3.66% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | +0.7% | +9.39% | Add |
| 2 | GOOGL | Alphabet Inc-cl A | +0.3% | +4.79% | Add |
| 3 | VOO | Vanguard S&p 500 ETF | +0.2% | +9.84% | Add |
| 4 | GOOG | Alphabet Inc-cl C | +0.2% | +0.05% | Add |
| 5 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | +7.30% | Add |
| 6 | GOVT | Ishares US Treasury Bond ETF | +0.2% | +12.29% | Add |
| 7 | LLY | Eli Lilly & Co | +0.1% | +7.73% | Add |
| 8 | VGT | Vanguard Info Tech ETF | +0.1% | +73.02% | Add |
| 9 | VTEC | Vanguard Ca Tax-ex Bond | +0.1% | +27.64% | Add |
| 10 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +7.33% | Add |
| 11 | VTEB | Vanguard Tax-exempt Bond ETF | +0.1% | +9.82% | Add |
| 12 | VXUS | Vanguard Total Intl Stock | +0.1% | +31.09% | Add |
| 13 | ITOT | Ishares Core S&p Total U.s. | +0.1% | +44.62% | Add |
| 14 | RVMD | Revolution Medicines Inc | +0.1% | +0.13% | Add |
| 15 | MU | Micron Technology Inc | +0.1% | -1.63% | Trim |
| 16 | SPMO | Invesco S&p 500 Momentum ETF | +0.1% | +177.85% | Add |
| 17 | LRCX | Lam Research CORP | +0.1% | +3.04% | Add |
| 18 | BOXX | Alpha Architect 1-3 Mnth Box | +0.1% | +321.91% | Add |
| 19 | AMZN | Amazon.com Inc | 0% | +0.85% | Add |
| 20 | WFC | Wells Fargo & Co | 0% | -0.03% | Trim |
| 21 | CRM | Salesforce Inc | 0% | +23.15% | Add |
| 22 | AMAT | Applied Materials Inc | 0% | +8.27% | Add |
| 23 | KVUE | Kenvue Inc | 0% | +720.47% | Add |
| 24 | NEM | Newmont CORP | 0% | +1.74% | Add |
| 25 | SCHG | Schwab US Large-cap Growth | 0% | +45.48% | Add |
| 26 | ISRG | Intuitive Surgical Inc | 0% | +4.52% | Add |
| 27 | PH | Parker Hannifin CORP | 0% | +16.29% | Add |
| 28 | BNDX | Vanguard Total Intl Bond ETF | 0% | +11.86% | Add |
| 29 | AVGO | Broadcom Inc | 0% | +6.16% | Add |
| 30 | VYMI | Vanguard Int High Dvd Yld In | 0% | +4.45% | Add |
| 31 | WMT | Walmart Inc | 0% | +3.66% | Add |
| 32 | CAT | Caterpillar Inc | 0% | +1.27% | Add |
| 33 | CMF | Ishares California Muni Bond | 0% | +9.92% | Add |
| 34 | GS | Goldman Sachs Group Inc | 0% | +1.12% | Add |
| 35 | KO | Coca-cola Co/the | 0% | +23.36% | Add |
| 36 | VCIT | Vanguard Int-term Corporate | 0% | +81.26% | Add |
| 37 | DFAC | Dimensional US Core Equity 2 | 0% | +23.01% | Add |
| 38 | SCHV | Schwab US Large-cap Value | 0% | +134.26% | Add |
| 39 | PPC | Pilgrim's Pride CORP | 0% | +78.30% | Add |
| 40 | DGRO | Ishares Core Dividend Growth | 0% | +26.37% | Add |
| 41 | MRK | Merck & Co. Inc. | 0% | +4.08% | Add |
| 42 | BA | Boeing Co/the | 0% | +26.37% | Add |
| 43 | BMY | Bristol-myers Squibb Co | 0% | +40.88% | Add |
| 44 | MUSA | Murphy USA Inc | 0% | +96.22% | Add |
| 45 | AU | AngloGold Ashanti plc | 0% | +66.74% | Add |
| 46 | SCHF | Schwab Intl Equity ETF | 0% | +3.43% | Add |
| 47 | JPM | Jpmorgan Chase & Co | 0% | +3.67% | Add |
| 48 | VB | Vanguard Small-cap ETF | 0% | +2.38% | Add |
| 49 | VT | Vanguard Tot World Stk ETF | 0% | +12.00% | Add |
| 50 | AVDV | Avantis Intl S/c Value ETF | 0% | +1.23% | Add |
According to official SEC Form 13F filings, Wedmont Private Capital reported a total U.S. public equity portfolio value of $4.2B across 806 disclosed positions in Q4 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.
Top New Position Initiated
AKRE
市值: $3.3M
Top Position Liquidated / Trimmed
CPB
前期市值: $2.1M
During Q4 2025, Wedmont Private Capital's top holdings by market value included VEA (9.6%)、VWO (5.8%)、VTI (5.0%). The largest single position, VEA, represented 9.6% of total portfolio value.
In Q4 2025, Wedmont Private Capital made 200 total portfolio adjustments, initiating 22 new buys, adding to 107 positions, trimming 54 holdings, and fully liquidating 17 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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