What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
CIK: 0001904274
Total reported value
$4.2B
$4.2B
949 檔
25.4%
During the Q2 2026 filing period, Wedmont Private Capital (CIK: 0001904274) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $4.2B across 949 reported positions.
In Q2 2026, Wedmont Private Capital displayed an active expansion posture, initiating 43 new positions and adding to 126 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 949 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 10.27% | -0.54% | +11.22% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 5.95% | +0.22% | +22.41% | |
| 3 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 5.87% | -0.43% | +8.86% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.91% | -0.35% | +5.94% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.17% | -0.41% | +2.64% | |
| 6 | VTC | Vanguard Total Corporate Bnd | ETF-Corp Bonds | 3.06% | -0.59% | +8.37% | |
| 7 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 2.99% | -1.96% | +36.54% | |
| 8 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 2.89% | -0.20% | +6.90% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 2.88% | +0.57% | +10.02% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 2.61% | +0.15% | +5.78% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.00% | -0.05% | +0.21% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.43% | -0.10% | -1.33% | |
| 13 | MUB | Ishares National Muni Bond E | ETF-Other | 1.40% | +1.58% | +1.06% | |
| 14 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.34% | +0.12% | -13.97% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.18% | +0.12% | +3.44% | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 1.08% | +0.76% | -4.01% | |
| 17 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.98% | -0.09% | +8.95% | |
| 18 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.92% | +0.32% | -0.80% | |
| 19 | AVGO | Broadcom Inc | Stock-Tech | 0.87% | -0.05% | +3.78% | |
| 20 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.83% | +0.30% | -4.64% | |
| 21 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.83% | -0.12% | +5.76% | |
| 22 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.75% | -0.11% | -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% | +0.17% | +107.92% | |
| 25 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.70% | -0.10% | +60.74% | |
| 26 | VTEC | Vanguard Ca Tax-ex Bond | ETF-Other | 0.67% | -0.12% | +25.44% | |
| 27 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.63% | -0.08% | +0.65% | |
| 28 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 0.54% | -0.03% | +10.12% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.53% | +0.03% | +5.26% | |
| 30 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.53% | -0.05% | +301.75% | |
| 31 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.52% | +0.01% | +8.38% | |
| 32 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.50% | +0.04% | +6.77% | |
| 33 | VB | Vanguard Small-cap ETF | ETF-Other | 0.49% | -0.05% | +0.27% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.48% | -0.04% | +4.54% | |
| 35 | MU | Micron Technology Inc | Stock-Tech | 0.47% | +0.03% | +18.14% | |
| 36 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.43% | -0.05% | +0.00% | |
| 37 | AMD | Advanced Micro Devices | Stock-Tech | 0.43% | +0.02% | +3.03% | |
| 38 | GEV | GE Vernova Inc | Stock-Industrials | 0.42% | -0.07% | +2.17% | |
| 39 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.38% | -0.05% | +0.54% | |
| 40 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.38% | +0.03% | +789.59% | |
| 41 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.37% | -0.03% | +17.39% | |
| 42 | VV | Vanguard Large-cap ETF | ETF-Other | 0.37% | -0.03% | -0.30% | |
| 43 | WFC | Wells Fargo & Co | Stock-Financials | 0.37% | -0.06% | +6.87% | |
| 44 | VTV | Vanguard Value ETF | ETF-Other | 0.37% | -0.04% | -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% | -0.08% | +0.08% | |
| 47 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.33% | -0.03% | +3.11% | |
| 48 | V | Visa Inc-class A Shares | Stock-Financials | 0.33% | +0.06% | +30.50% | |
| 49 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.33% | -0.05% | +22.96% | |
| 50 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.30% | +0.11% | +17.46% |
| # | 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 |
According to official SEC Form 13F filings, Wedmont Private Capital reported a total U.S. public equity portfolio value of $4.2B across 949 disclosed positions in Q2 2026.
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, VTI, VWO) accounted for 25.4% of total reported equity market value during Q2 2026.
Top New Position Initiated
RLI
市值: $3.6M
Top Position Liquidated / Trimmed
HON
前期市值: $2.2M
During Q2 2026, Wedmont Private Capital's top holdings by market value included VEA (10.3%)、VTI (6.0%)、VWO (5.9%). The largest single position, VEA, represented 10.3% of total portfolio value.
In Q2 2026, Wedmont Private Capital made 200 total portfolio adjustments, initiating 43 new buys, adding to 126 positions, trimming 27 holdings, and fully liquidating 4 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.