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Wedmont Private Capital

Diversified strategyMomentum followerLong-term holder

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%.

Personality snowflake

Concentration
10.72
Portfolio Stability
15.76
Momentum/Contrarian
100
Sector conviction
53.15
Diversification
100
Sizing Uniformity
53.64

Recent moves

  • 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

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1VEAVanguard Ftse Developed ETFETF-Other10.37%+0.81%+10.03%
2VWOVanguard Ftse Emerging MarkeETF-Emerging Markets5.98%+0.17%+8.38%
3VTIVanguard Total Stock Mkt ETFETF-Other5.11%+0.08%+11.60%
4VOOVanguard S&p 500 ETFETF-Large Cap & Growth3.89%-0.25%+3.35%
5IEFAIshares Core Msci Eafe ETFETF-Other3.56%+0.04%+4.49%
6VTCVanguard Total Corporate BndETF-Corp Bonds3.37%+0.26%+17.86%
7GOVTIshares US Treasury Bond ETFETF-Gov Bonds3.23%+0.16%+14.24%
8NVDANvidia CORPStock-Tech2.66%-0.35%-1.24%
9VTEBVanguard Tax-exempt Bond ETFETF-Other2.57%+0.25%+20.08%
10AAPLApple INCStock-Tech2.38%—+0.89%
11IEMGIshares Core Msci EmergingETF-Emerging Markets2.14%+0.04%+3.42%
12MUBIshares National Muni Bond EETF-Other1.63%—+1.48%
13GOOGAlphabet Inc-cl CStock-Comm Services1.62%+0.43%+49.99%
14GOOGLAlphabet Inc-cl AStock-Comm Services1.52%+0.33%+39.86%
15MSFTMicrosoft CORPStock-Tech1.28%-0.57%-3.71%
16AMZNAmazon.com INCStock-Consumer Disc1.21%-0.17%+3.00%
17PLTRPalantir Technologies Inc-aStock-Tech1.20%-0.46%+0.72%
18BNDXVanguard Total Intl Bond ETFETF-Other1.06%+0.01%+9.07%
19METAMeta Platforms Inc-class AStock-Comm Services0.94%-0.12%+1.15%
20VSSVanguard Ftse All Wo X-us ScETF-Other0.90%—-3.19%
21SCHFSchwab Intl Equity ETFETF-Other0.88%-0.01%+0.15%
22AVGOBroadcom INCStock-Tech0.87%—-1.24%
23QQQInvesco Qqq Trust Series 1ETF-Tech0.72%+0.15%+40.35%
24VTECVanguard Ca Tax-ex BondETF-Other0.63%+0.07%+21.55%
25TSLATesla INCStock-Consumer Disc0.62%-0.20%+2.28%
26BRK-BBerkshire Hathaway Inc-cl BStock-Other0.58%—+1.17%
27USHYIshares Broad Usd High YieldETF-High Yield0.58%—+9.24%
28VOVanguard Mid-cap ETFETF-Other0.57%—+7.23%
29VBVanguard Small-cap ETFETF-Other0.53%—+4.24%
30JPMJpmorgan Chase & CoStock-Financials0.50%—+5.81%
31SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth0.49%—+5.96%
32VEUVanguard Ftse All-world Ex-uETF-Other0.48%+0.23%+101.81%
33LLYEli Lilly & CoStock-Healthcare0.46%-0.10%+2.09%
34SCHBSchwab US Broad Market ETFETF-Other0.45%—+7.38%
35VYMIVanguard Int High Dvd Yld InETF-Other0.44%—-0.16%
36GEVGE Vernova INCStock-Industrials0.41%+0.24%+75.64%
37SCMBSchwab Municipal Bond ETFETF-Other0.41%—+0.36%
38VTVVanguard Value ETFETF-Other0.40%+0.18%+86.27%
39WFCWells Fargo & CoStock-Financials0.39%-0.13%-9.00%
40VVVanguard Large-cap ETFETF-Other0.39%—+7.72%
41VXUSVanguard Total Intl StockETF-Other0.38%+0.02%+9.26%
42VIGIVanguard Int Div App Indx FdETF-Other0.38%—-6.51%
43AVDVAvantis Intl S/c Value ETFETF-Other0.38%—+0.34%
44IVVIshares Core S&p 500 ETFETF-Large Cap & Growth0.35%—+11.38%
45AVUSAvantis U.s. Equity ETFETF-Other0.34%—+0.35%
46NFLXNetflix INCStock-Comm Services0.34%—-1.92%
47XOMExxon Mobil CORPStock-Energy0.34%+0.07%+3.49%
48VGTVanguard Info Tech ETFETF-Tech0.31%—+5.32%
49WMTWalmart INCStock-Consumer Staples0.31%+0.02%+4.53%
50ORCLOracle CORPStock-Tech0.30%-0.26%-22.83%
1–50 of 838

Holding changes this quarter

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%.

Position changes disclosed by Wedmont Private Capital for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1VEAVanguard Ftse Developed ETF+0.8%+10.03%Add
2GOOGAlphabet Inc-cl C+0.4%+49.99%Add
3GOOGLAlphabet Inc-cl A+0.3%+39.86%Add
4VTCVanguard Total Corporate Bnd+0.3%+17.86%Add
5VTEBVanguard Tax-exempt Bond ETF+0.3%+20.08%Add
6GEVGE Vernova INC+0.2%+75.64%Add
7VEUVanguard Ftse All-world Ex-u+0.2%+101.81%Add
8VTVVanguard Value ETF+0.2%+86.27%Add
9VWOVanguard Ftse Emerging Marke+0.2%+8.38%Add
10GOVTIshares US Treasury Bond ETF+0.2%+14.24%Add
11QQQInvesco Qqq Trust Series 1+0.2%+40.35%Add
12VXFVanguard Extended Market ETF+0.1%+121.43%Add
13ADIAnalog Devices INC+0.1%+194.54%Add
14IVWIshares S&p 500 Growth ETF+0.1%+258.18%Add
15VTIVanguard Total Stock Mkt ETF+0.1%+11.60%Add
16VTECVanguard Ca Tax-ex Bond+0.1%+21.55%Add
17XOMExxon Mobil CORP+0.1%+3.49%Add
18GILDGilead Sciences INC+0.1%+83.65%Add
19MARMarriott International -cl A+0.1%+130.12%Add
20JNJJohnson & Johnson+0.1%+12.15%Add
21VTVanguard Tot World Stk ETF+0.1%+26.61%Add
22IEFAIshares Core Msci Eafe ETF0%+4.49%Add
23IEMGIshares Core Msci Emerging0%+3.42%Add
24CATCaterpillar INC0%+3.97%Add
25RSPInvesco S&p 500 Equal Weight0%+318.54%Add
26COSTCostco Wholesale CORP0%+8.23%Add
27SNDKSandisk CORP0%+43.18%Add
28MUMicron Technology INC0%+7.98%Add
29VXUSVanguard Total Intl Stock0%+9.26%Add
30WMTWalmart INC0%+4.53%Add
31BNDXVanguard Total Intl Bond ETF0%+9.07%Add
32VOVanguard Mid-cap ETF—+7.23%Add
33USHYIshares Broad Usd High Yield—+9.24%Add
34SCHFSchwab Intl Equity ETF0%+0.15%Add
35APPApplovin Corp-class A-0.1%+1.05%Add
36HOODRobinhood Markets INC - A-0.1%-36.03%Trim
37INTUIntuit INC-0.1%-21.10%Trim
38CRMSalesforce INC-0.1%-8.23%Trim
39VVisa Inc-class A Shares-0.1%-4.02%Trim
40LLYEli Lilly & Co-0.1%+2.09%Add
41METAMeta Platforms Inc-class A-0.1%+1.15%Add
42WFCWells Fargo & Co-0.1%-9.00%Trim
43AMZNAmazon.com INC-0.2%+3.00%Add
44TSLATesla INC-0.2%+2.28%Add
45VOOVanguard S&p 500 ETF-0.3%+3.35%Add
46ORCLOracle CORP-0.3%-22.83%Trim
47NVDANvidia CORP-0.4%-1.24%Trim
48PLTRPalantir Technologies Inc-a-0.5%+0.72%Add
49MSFTMicrosoft CORP-0.6%-3.71%Trim
50HNGEHinge Health Inc-a—NEWNew buy

FAQ

What is Wedmont Private Capital and what type of investor is it?
Wedmont Private Capital is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $3.1B, spread across 838 disclosed positions.
What are Wedmont Private Capital's largest equity positions?
Based on the latest 13F filing, Wedmont Private Capital's top holdings by market value are: 1. Vanguard Ftse Developed ETF (VEA) — $321.5M (10.4%) 2. Vanguard Ftse Emerging Marke (VWO) — $185.4M (6.0%) 3. Vanguard Total Stock Mkt ETF (VTI) — $158.6M (5.1%) 4. Vanguard S&p 500 ETF (VOO) — $120.6M (3.9%) 5. Ishares Core Msci Eafe ETF (IEFA) — $110.5M (3.6%)
What changes did Wedmont Private Capital make in its most recent portfolio filing?
In the latest reported quarter, Wedmont Private Capital made 50 notable position adjustments: 1 new positions were initiated, 41 existing holdings were added to, 8 positions were partially reduced, and 0 were completely exited. The largest of these moves: 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%
What sectors does Wedmont Private Capital focus on?
Wedmont Private Capital is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 33.9% • Communication Services: 13.4% • Financials: 12.8% • Consumer Discretionary: 9.4% • Industrials: 8.8% • Health Care: 8.4%