CIK: 0001904274
Total reported value
$3.1B
Reporting period: 2026-03-31 · Number of holdings: 838
Wedmont Private Capital disclosed 838 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $3.1B and a quarterly turnover rate of 15.8%.
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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 838 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 4.64), 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.
Add VEA
+10.0% $46.3M
Trim MSFT
-3.7% -$13.6M
Trim PLTR
+0.7% -$10.5M
Add GOOG
+50.0% $15.9M
Trim NVDA
-1.2% -$4.3M
Add GOOGL
+39.9% $12.9M
Showing top 200 holdings (of 838 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 10.37% | +0.81% | +10.03% | |
| 2 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 5.98% | +0.17% | +8.38% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 5.11% | +0.08% | +11.60% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.89% | -0.25% | +3.35% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.56% | +0.04% | +4.49% | |
| 6 | VTC | Vanguard Total Corporate Bnd | ETF-Corp Bonds | 3.37% | +0.26% | +17.86% | |
| 7 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 3.23% | +0.16% | +14.24% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 2.66% | -0.35% | -1.24% | |
| 9 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 2.57% | +0.25% | +20.08% | |
| 10 | AAPL | Apple INC | Stock-Tech | 2.38% | — | +0.89% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.14% | +0.04% | +3.42% | |
| 12 | MUB | Ishares National Muni Bond E | ETF-Other | 1.63% | — | +1.48% | |
| 13 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.62% | +0.43% | +49.99% | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.52% | +0.33% | +39.86% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 1.28% | -0.57% | -3.71% | |
| 16 | AMZN | Amazon.com INC | Stock-Consumer Disc | 1.21% | -0.17% | +3.00% | |
| 17 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.20% | -0.46% | +0.72% | |
| 18 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.06% | +0.01% | +9.07% | |
| 19 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.94% | -0.12% | +1.15% | |
| 20 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.90% | — | -3.19% | |
| 21 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.88% | -0.01% | +0.15% | |
| 22 | AVGO | Broadcom INC | Stock-Tech | 0.87% | — | -1.24% | |
| 23 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.72% | +0.15% | +40.35% | |
| 24 | VTEC | Vanguard Ca Tax-ex Bond | ETF-Other | 0.63% | +0.07% | +21.55% | |
| 25 | TSLA | Tesla INC | Stock-Consumer Disc | 0.62% | -0.20% | +2.28% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.58% | — | +1.17% | |
| 27 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 0.58% | — | +9.24% | |
| 28 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.57% | — | +7.23% | |
| 29 | VB | Vanguard Small-cap ETF | ETF-Other | 0.53% | — | +4.24% | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.50% | — | +5.81% | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.49% | — | +5.96% | |
| 32 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.48% | +0.23% | +101.81% | |
| 33 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.46% | -0.10% | +2.09% | |
| 34 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.45% | — | +7.38% | |
| 35 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.44% | — | -0.16% | |
| 36 | GEV | GE Vernova INC | Stock-Industrials | 0.41% | +0.24% | +75.64% | |
| 37 | SCMB | Schwab Municipal Bond ETF | ETF-Other | 0.41% | — | +0.36% | |
| 38 | VTV | Vanguard Value ETF | ETF-Other | 0.40% | +0.18% | +86.27% | |
| 39 | WFC | Wells Fargo & Co | Stock-Financials | 0.39% | -0.13% | -9.00% | |
| 40 | VV | Vanguard Large-cap ETF | ETF-Other | 0.39% | — | +7.72% | |
| 41 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.38% | +0.02% | +9.26% | |
| 42 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.38% | — | -6.51% | |
| 43 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.38% | — | +0.34% | |
| 44 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.35% | — | +11.38% | |
| 45 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.34% | — | +0.35% | |
| 46 | NFLX | Netflix INC | Stock-Comm Services | 0.34% | — | -1.92% | |
| 47 | XOM | Exxon Mobil CORP | Stock-Energy | 0.34% | +0.07% | +3.49% | |
| 48 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.31% | — | +5.32% | |
| 49 | WMT | Walmart INC | Stock-Consumer Staples | 0.31% | +0.02% | +4.53% | |
| 50 | ORCL | Oracle CORP | Stock-Tech | 0.30% | -0.26% | -22.83% |
Performance for Q3 2026
+1.9%
Performance Last 4 Quarters
+19.5%
Based on 76% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 838 | $3.1B | 16 | |
| 2025-12-31 | 806 | $2.9B | 12 | |
| 2025-09-30 | 788 | $2.7B | 32 | |
| 2025-06-30 | 742 | $2.3B | 0 | |
| 2025-03-31 | 700 | $2.0B | 0 | |
| 2024-12-31 | 701 | $1.9B | 0 | |
| 2024-09-30 | 668 | $1.8B | 0 | |
| 2024-06-30 | 642 | $1.6B | 0 | |
| 2024-03-31 | 605 | $1.4B | 0 | |
| 2023-12-31 | 569 | $1.2B | 0 | |
| 2023-09-30 | 504 | $988.8M | 0 | |
| 2023-06-30 | 494 | $928.6M | 0 | |
| 2023-03-31 | 462 | $757.9M | 0 | |
| 2022-12-31 | 445 | $668.1M | 0 | |
| 2022-09-30 | 369 | $497.6M | 0 | |
| 2022-06-30 | 338 | $463.8M | 0 | |
| 2022-03-31 | 319 | $448.4M | 0 | |
| 2021-12-31 | 240 | $324.4M | 0 |
Wedmont Private Capital's most significant position changes for 2026-03-31: New buy: Hinge Health Inc-a (HNGE); Add: Vanguard Ftse Developed ETF (VEA) — shares +10.03%; Trim: Microsoft CORP (MSFT) — shares -3.71%; Add: Palantir Technologies Inc-a (PLTR) — shares +0.72%; Add: Alphabet Inc-cl C (GOOG) — shares +49.99%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | +0.8% | +10.03% | Add |
| 2 | GOOG | Alphabet Inc-cl C | +0.4% | +49.99% | Add |
| 3 | GOOGL | Alphabet Inc-cl A | +0.3% | +39.86% | Add |
| 4 | VTC | Vanguard Total Corporate Bnd | +0.3% | +17.86% | Add |
| 5 | VTEB | Vanguard Tax-exempt Bond ETF | +0.3% | +20.08% | Add |
| 6 | GEV | GE Vernova INC | +0.2% | +75.64% | Add |
| 7 | VEU | Vanguard Ftse All-world Ex-u | +0.2% | +101.81% | Add |
| 8 | VTV | Vanguard Value ETF | +0.2% | +86.27% | Add |
| 9 | VWO | Vanguard Ftse Emerging Marke | +0.2% | +8.38% | Add |
| 10 | GOVT | Ishares US Treasury Bond ETF | +0.2% | +14.24% | Add |
| 11 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | +40.35% | Add |
| 12 | VXF | Vanguard Extended Market ETF | +0.1% | +121.43% | Add |
| 13 | ADI | Analog Devices INC | +0.1% | +194.54% | Add |
| 14 | IVW | Ishares S&p 500 Growth ETF | +0.1% | +258.18% | Add |
| 15 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +11.60% | Add |
| 16 | VTEC | Vanguard Ca Tax-ex Bond | +0.1% | +21.55% | Add |
| 17 | XOM | Exxon Mobil CORP | +0.1% | +3.49% | Add |
| 18 | GILD | Gilead Sciences INC | +0.1% | +83.65% | Add |
| 19 | MAR | Marriott International -cl A | +0.1% | +130.12% | Add |
| 20 | JNJ | Johnson & Johnson | +0.1% | +12.15% | Add |
| 21 | VT | Vanguard Tot World Stk ETF | +0.1% | +26.61% | Add |
| 22 | IEFA | Ishares Core Msci Eafe ETF | 0% | +4.49% | Add |
| 23 | IEMG | Ishares Core Msci Emerging | 0% | +3.42% | Add |
| 24 | CAT | Caterpillar INC | 0% | +3.97% | Add |
| 25 | RSP | Invesco S&p 500 Equal Weight | 0% | +318.54% | Add |
| 26 | COST | Costco Wholesale CORP | 0% | +8.23% | Add |
| 27 | SNDK | Sandisk CORP | 0% | +43.18% | Add |
| 28 | MU | Micron Technology INC | 0% | +7.98% | Add |
| 29 | VXUS | Vanguard Total Intl Stock | 0% | +9.26% | Add |
| 30 | WMT | Walmart INC | 0% | +4.53% | Add |
| 31 | BNDX | Vanguard Total Intl Bond ETF | 0% | +9.07% | Add |
| 32 | VO | Vanguard Mid-cap ETF | — | +7.23% | Add |
| 33 | USHY | Ishares Broad Usd High Yield | — | +9.24% | Add |
| 34 | SCHF | Schwab Intl Equity ETF | 0% | +0.15% | Add |
| 35 | APP | Applovin Corp-class A | -0.1% | +1.05% | Add |
| 36 | HOOD | Robinhood Markets INC - A | -0.1% | -36.03% | Trim |
| 37 | INTU | Intuit INC | -0.1% | -21.10% | Trim |
| 38 | CRM | Salesforce INC | -0.1% | -8.23% | Trim |
| 39 | V | Visa Inc-class A Shares | -0.1% | -4.02% | Trim |
| 40 | LLY | Eli Lilly & Co | -0.1% | +2.09% | Add |
| 41 | META | Meta Platforms Inc-class A | -0.1% | +1.15% | Add |
| 42 | WFC | Wells Fargo & Co | -0.1% | -9.00% | Trim |
| 43 | AMZN | Amazon.com INC | -0.2% | +3.00% | Add |
| 44 | TSLA | Tesla INC | -0.2% | +2.28% | Add |
| 45 | VOO | Vanguard S&p 500 ETF | -0.3% | +3.35% | Add |
| 46 | ORCL | Oracle CORP | -0.3% | -22.83% | Trim |
| 47 | NVDA | Nvidia CORP | -0.4% | -1.24% | Trim |
| 48 | PLTR | Palantir Technologies Inc-a | -0.5% | +0.72% | Add |
| 49 | MSFT | Microsoft CORP | -0.6% | -3.71% | Trim |
| 50 | HNGE | Hinge Health Inc-a | — | NEW | New buy |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-04-09 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-01-08 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-10-08 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-07-10 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-04-14 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-01-13 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-10-08 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-07-15 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-04-10 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-01-09 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-10-10 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-07-17 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-04-11 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-01-09 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-10-03 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-07-11 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-04-05 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-01-14 | 13F-HR | View on EDGAR |
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