Wedmont Private Capital
Latest statistics and disclosures from Wedmont Private Capital's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VEA, VTI, VWO, VOO, NVDA, and represent 28.36% of Wedmont Private Capital's stock portfolio.
- Added to shares of these 10 stocks: MUB (+$76M), VEA (+$39M), VTI (+$37M), NVDA (+$30M), MSFT (+$24M), SPCX (+$21M), VCIT (+$19M), VWO (+$17M), META (+$15M), Exxon Mobil Corp (+$14M).
- Started 136 new stock positions in VCEB, IGSB, SSD, TLN, LYB, BAM, CRWV, VTRS, IWC, AGG.
- Reduced shares in these 10 stocks: VTEB (-$59M), , VTC, DFSV, PLNT, BRBR, VGSH, VBIL, SOXX, VCSH.
- Sold out of its positions in SGOL, ALGN, ALLY, ALNY, AMSF, AGX, ATAI, AN, BWXT, BMI.
- Wedmont Private Capital was a net buyer of stock by $522M.
- Wedmont Private Capital has $4.2B in assets under management (AUM), dropping by 14.69%.
- Central Index Key (CIK): 0001904274
Tip: Access up to 7 years of quarterly data
Positions held by Wedmont Private Capital consolidated in one spreadsheet with up to 7 years of data
Download as csvPortfolio Holdings for Wedmont Private Capital
Wedmont Private Capital holds 1002 positions in its portfolio as reported in the September 2026 quarterly 13F filing
Wedmont Private Capital has 1002 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Wedmont Private Capital Sept. 30, 2026 positions
- Download the Wedmont Private Capital September 2026 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 9.7 | $407M | +10% | 5.8M | 69.86 |
|
| Vanguard Index Fds MRNGSTR TTL STK (VTI) | 6.2 | $258M | +16% | 680k | 379.56 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 5.4 | $228M | +7% | 3.9M | 59.10 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 3.6 | $149M | 209k | 711.28 |
|
|
| NVIDIA Corporation (NVDA) | 3.5 | $144M | +25% | 626k | 230.48 |
|
| Ishares Tr National Mun Etf (MUB) | 3.0 | $125M | +158% | 1.2M | 100.74 |
|
| Apple (AAPL) | 2.8 | $116M | +12% | 339k | 340.42 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 2.8 | $116M | 1.2M | 95.87 |
|
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 2.7 | $113M | +10% | 5.1M | 21.88 |
|
| Vanguard Scottsdale Fds Total Corp Bnd (VTC) | 2.5 | $103M | -3% | 1.4M | 72.90 |
|
| Ishares Core Msci Emkt (IEMG) | 1.9 | $81M | +12% | 1.0M | 80.50 |
|
| Microsoft Corporation (MSFT) | 1.8 | $77M | +44% | 147k | 522.61 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.5 | $61M | +28% | 177k | 344.86 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.3 | $56M | +8% | 160k | 348.29 |
|
| Amazon (AMZN) | 1.3 | $54M | +21% | 213k | 254.06 |
|
| Palantir Technologies Cl A (PLTR) | 1.2 | $52M | 260k | 198.78 |
|
|
| Meta Platforms Cl A (META) | 1.1 | $47M | +44% | 66k | 720.89 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 1.0 | $43M | -57% | 915k | 47.13 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.9 | $37M | +6% | 794k | 46.93 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.9 | $36M | +42% | 430k | 84.10 |
|
| Broadcom (AVGO) | 0.8 | $34M | +19% | 95k | 360.14 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.7 | $30M | +11% | 40k | 747.57 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.7 | $30M | 1.1M | 27.09 |
|
|
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.6 | $27M | -2% | 173k | 153.61 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.6 | $25M | 308k | 82.18 |
|
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.6 | $25M | +343% | 318k | 78.48 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $23M | +15% | 46k | 511.05 |
|
| Tesla Motors Call Option (TSLA) | 0.6 | $23M | +9% | 62k | 375.00 |
|
| Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC) | 0.6 | $23M | 246k | 94.04 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.5 | $23M | +25% | 68k | 331.42 |
|
| Eli Lilly & Co. (LLY) | 0.5 | $22M | +17% | 19k | 1169.63 |
|
| Ishares Tr Broad Usd High (USHY) | 0.5 | $21M | +13% | 601k | 35.66 |
|
| Micron Technology (MU) | 0.5 | $21M | +17% | 20k | 1035.82 |
|
| Space Exploration Techn Corp Class A Com Stk (SPCX) | 0.5 | $21M | NEW | 128k | 160.57 |
|
| Vanguard Index Fds Mrngstr Mid Cap (VO) | 0.5 | $20M | +5% | 250k | 80.40 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.5 | $19M | +135% | 259k | 73.03 |
|
| Advanced Micro Devices (AMD) | 0.4 | $19M | +7% | 30k | 620.68 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.4 | $18M | 24k | 773.93 |
|
|
| Vanguard Index Fds Mrngstr Sml Cap (VB) | 0.4 | $18M | +5% | 64k | 287.63 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.4 | $17M | +15% | 135k | 127.25 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.4 | $17M | +53% | 107k | 158.73 |
|
| Visa Com Cl A (V) | 0.4 | $16M | +24% | 43k | 375.10 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.4 | $16M | 540k | 29.73 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.4 | $15M | +11% | 19k | 777.29 |
|
| Ge Vernova (GEV) | 0.3 | $15M | +3% | 15k | 999.32 |
|
| Vanguard Index Fds Mrngstr Lrg Cap (VV) | 0.3 | $14M | +2% | 40k | 357.11 |
|
| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 0.3 | $14M | 132k | 107.72 |
|
|
| Vanguard Index Fds Mrngstr Val Etf (VTV) | 0.3 | $14M | +4% | 64k | 219.63 |
|
| Exxonmobil Holdings Corp Com Shs | 0.3 | $14M | NEW | 83k | 168.50 |
|
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.3 | $14M | 136k | 100.06 |
|
|
| Abbvie (ABBV) | 0.3 | $13M | +12% | 49k | 272.42 |
|
| Wells Fargo & Company (WFC) | 0.3 | $13M | +3% | 160k | 82.03 |
|
| Ishares Tr Calif Mun Bd Etf (CMF) | 0.3 | $13M | +70% | 243k | 54.00 |
|
| American Centy Etf Tr Us Eqt Etf (AVUS) | 0.3 | $13M | +2% | 97k | 130.06 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.3 | $12M | +2% | 99k | 120.13 |
|
| Schwab Strategic Tr Mun Bd Etf (SCMB) | 0.3 | $11M | -4% | 471k | 23.98 |
|
| Vanguard Mun Bd Fds Long Term Tax Ex (VTEL) | 0.3 | $11M | NEW | 112k | 95.38 |
|
| Johnson & Johnson (JNJ) | 0.3 | $11M | +22% | 42k | 256.48 |
|
| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.2 | $10M | -4% | 109k | 93.91 |
|
| Wal-Mart Stores (WMT) | 0.2 | $10M | +12% | 91k | 110.56 |
|
| Vanguard Mun Bd Fds Intermediate Trm (VTEI) | 0.2 | $9.7M | NEW | 102k | 95.27 |
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.2 | $9.4M | 260k | 36.31 |
|
|
| Oracle Corporation (ORCL) | 0.2 | $9.1M | +3% | 67k | 135.69 |
|
| Vanguard Index Fds Mrngstr Grwt Etf (VUG) | 0.2 | $9.0M | +12% | 98k | 91.31 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.2 | $8.9M | +19% | 53k | 168.58 |
|
| Philip Morris International (PM) | 0.2 | $8.6M | +17% | 43k | 200.50 |
|
| Cisco Systems (CSCO) | 0.2 | $8.5M | +37% | 74k | 114.89 |
|
| Ishares Tr Core Msci Intl (IDEV) | 0.2 | $8.5M | 96k | 88.56 |
|
|
| Caterpillar (CAT) | 0.2 | $8.4M | +5% | 11k | 796.15 |
|
| Netflix (NFLX) | 0.2 | $8.4M | +9% | 117k | 71.57 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.2 | $7.9M | 34k | 233.13 |
|
|
| Newmont Mining Corporation (NEM) | 0.2 | $7.9M | +5% | 69k | 115.55 |
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $7.8M | +21% | 14k | 574.77 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $7.7M | +5% | 234k | 33.15 |
|
| Revolution Medicines (RVMD) | 0.2 | $7.7M | 41k | 188.12 |
|
|
| Applied Materials (AMAT) | 0.2 | $7.5M | +6% | 15k | 509.57 |
|
| Costco Wholesale Corporation (COST) | 0.2 | $7.4M | +14% | 7.9k | 947.98 |
|
| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 0.2 | $7.4M | +7% | 49k | 150.84 |
|
| Lam Research Corp Com New (LRCX) | 0.2 | $7.2M | +26% | 22k | 320.59 |
|
| Coca-Cola Company (KO) | 0.2 | $7.1M | +16% | 81k | 87.77 |
|
| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.2 | $7.1M | -2% | 144k | 49.06 |
|
| Ge Aerospace Com New (GE) | 0.2 | $7.0M | +18% | 23k | 305.63 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.2 | $6.9M | 66k | 104.61 |
|
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.2 | $6.8M | +4% | 73k | 93.24 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $6.8M | +6% | 29k | 237.39 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $6.7M | +6% | 49k | 137.31 |
|
| Goldman Sachs (GS) | 0.2 | $6.6M | +26% | 7.5k | 882.59 |
|
| Chevron Corporation (CVX) | 0.2 | $6.4M | +41% | 30k | 211.55 |
|
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 0.2 | $6.4M | 71k | 89.28 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $6.2M | +31% | 24k | 263.01 |
|
| Ishares Tr New York Mun Etf (NYF) | 0.1 | $6.2M | +29% | 122k | 50.35 |
|
| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.1 | $5.8M | +19% | 29k | 197.78 |
|
| Analog Devices (ADI) | 0.1 | $5.8M | +6% | 14k | 405.92 |
|
| Arista Networks Com Shs (ANET) | 0.1 | $5.7M | +14% | 27k | 210.97 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $5.6M | +39% | 31k | 184.32 |
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| Merck & Co (MRK) | 0.1 | $5.6M | +39% | 39k | 142.38 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $5.5M | +51% | 12k | 457.99 |
|
| Intel Corporation (INTC) | 0.1 | $5.5M | +57% | 51k | 107.08 |
|
| UnitedHealth (UNH) | 0.1 | $5.4M | +10% | 15k | 370.94 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $5.4M | +16% | 7.00 | 766882.00 |
|
| Procter & Gamble Company (PG) | 0.1 | $5.3M | +29% | 36k | 150.59 |
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| American Centy Etf Tr International Lr (AVIV) | 0.1 | $5.1M | 65k | 78.73 |
|
|
| Gilead Sciences (GILD) | 0.1 | $5.1M | +6% | 35k | 147.10 |
|
| Valero Energy Corporation (VLO) | 0.1 | $5.1M | +37% | 11k | 443.81 |
|
| Sandisk Corp (SNDK) | 0.1 | $5.0M | +10% | 3.1k | 1609.71 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $5.0M | 32k | 158.25 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $4.9M | 18k | 277.57 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $4.9M | +3% | 34k | 144.09 |
|
| Eaton Corp SHS (ETN) | 0.1 | $4.8M | +69% | 11k | 424.51 |
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| Amgen (AMGN) | 0.1 | $4.7M | +33% | 12k | 407.45 |
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| Amphenol Corp Cl A (APH) | 0.1 | $4.7M | +110% | 55k | 85.32 |
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| Cloudflare Cl A Com (NET) | 0.1 | $4.5M | +108% | 13k | 341.89 |
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| Bank of America Corporation (BAC) | 0.1 | $4.5M | +9% | 84k | 53.61 |
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| Palo Alto Networks (PANW) | 0.1 | $4.4M | +13% | 11k | 398.50 |
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| American Express Company (AXP) | 0.1 | $4.4M | +12% | 14k | 308.09 |
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| Vanguard Wellington Short Trm Tax Ex (VTES) | 0.1 | $4.4M | +386% | 44k | 98.75 |
|
| Phillips 66 (PSX) | 0.1 | $4.2M | +16% | 15k | 281.59 |
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| TJX Companies (TJX) | 0.1 | $4.2M | +52% | 31k | 138.75 |
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| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.1 | $4.2M | 43k | 98.66 |
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| Kla Corp Com New (KLAC) | 0.1 | $4.2M | +6% | 21k | 196.72 |
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| Vanguard Index Fds MRNGSTR SML CP V (VBR) | 0.1 | $4.2M | -11% | 18k | 233.91 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $4.2M | +9% | 137k | 30.47 |
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| ConocoPhillips (COP) | 0.1 | $4.1M | +56% | 31k | 134.19 |
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| Marvell Technology (MRVL) | 0.1 | $4.1M | +7% | 15k | 274.65 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $4.0M | +3% | 110k | 36.42 |
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| Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC) | 0.1 | $4.0M | +14% | 88k | 45.11 |
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| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.1 | $3.9M | +3% | 46k | 85.43 |
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| United Rentals (URI) | 0.1 | $3.9M | +61% | 3.7k | 1050.22 |
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| Spdr Series Trust St Nuve High Etf (HYMB) | 0.1 | $3.8M | +93% | 164k | 23.28 |
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| Vanguard Index Fds MRNGSTR MD CP GR (VOT) | 0.1 | $3.8M | -3% | 13k | 297.86 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $3.8M | +16% | 8.1k | 463.33 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $3.8M | 4.0k | 947.04 |
|
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| Citigroup Com New (C) | 0.1 | $3.8M | +12% | 29k | 128.08 |
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| Ishares Tr 0-3 Mth Treasury (SGOV) | 0.1 | $3.6M | +920% | 36k | 100.47 |
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| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.1 | $3.6M | 63k | 56.74 |
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| Quanta Services (PWR) | 0.1 | $3.5M | +2% | 5.2k | 685.33 |
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| Constellation Energy (CEG) | 0.1 | $3.5M | +21% | 12k | 285.06 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $3.4M | +51% | 8.2k | 415.41 |
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| Cadence Design Systems (CDNS) | 0.1 | $3.4M | 9.7k | 348.84 |
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| Home Depot (HD) | 0.1 | $3.3M | +9% | 11k | 295.48 |
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| Vanguard Index Fds Mrngstr Md Cp Va (VOE) | 0.1 | $3.3M | 16k | 201.43 |
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| McKesson Corporation (MCK) | 0.1 | $3.3M | +36% | 3.5k | 930.30 |
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| Linde SHS (LIN) | 0.1 | $3.2M | +42% | 6.7k | 481.71 |
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| Lumentum Hldgs (LITE) | 0.1 | $3.2M | +93% | 3.1k | 1048.60 |
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| American Centy Etf Tr Emerging Mkt Val (AVES) | 0.1 | $3.1M | +3% | 48k | 64.85 |
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| Progressive Corporation (PGR) | 0.1 | $3.0M | +4% | 14k | 218.73 |
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| Qualcomm (QCOM) | 0.1 | $3.0M | +46% | 17k | 176.01 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $3.0M | 6.9k | 438.24 |
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| Walt Disney Company (DIS) | 0.1 | $3.0M | +60% | 28k | 107.02 |
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| Morgan Stanley Com New (MS) | 0.1 | $3.0M | +9% | 16k | 187.44 |
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| Vanguard World Esg Us Stk Etf (ESGV) | 0.1 | $3.0M | +16% | 22k | 137.19 |
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| International Business Machines (IBM) | 0.1 | $3.0M | +6% | 13k | 226.61 |
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| At&t (T) | 0.1 | $3.0M | 119k | 24.87 |
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| Marriott Intl Cl A (MAR) | 0.1 | $3.0M | +5% | 8.2k | 361.09 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $2.9M | -2% | 32k | 89.35 |
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| Capital One Financial (COF) | 0.1 | $2.9M | +27% | 14k | 199.41 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $2.9M | +3% | 37k | 76.88 |
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| Rli (RLI) | 0.1 | $2.9M | -15% | 51k | 56.30 |
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| Hinge Health Cl A (HNGE) | 0.1 | $2.8M | -7% | 29k | 98.00 |
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| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.1 | $2.8M | +776% | 58k | 48.49 |
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| Blackrock (BLK) | 0.1 | $2.8M | +4% | 2.6k | 1065.30 |
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| Deere & Company (DE) | 0.1 | $2.8M | +25% | 4.3k | 652.53 |
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| Dell Technologies CL C (DELL) | 0.1 | $2.8M | +22% | 4.8k | 574.60 |
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| Pfizer (PFE) | 0.1 | $2.8M | +138% | 100k | 27.82 |
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| First Tr Exchange-traded A Com Shs (FTC) | 0.1 | $2.8M | 15k | 179.52 |
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| Monolithic Power Systems (MPWR) | 0.1 | $2.7M | +68% | 2.0k | 1369.81 |
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| PNC Financial Services (PNC) | 0.1 | $2.7M | +98% | 12k | 219.67 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $2.7M | +31% | 9.3k | 288.19 |
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| Danaher Corporation (DHR) | 0.1 | $2.6M | +307% | 12k | 217.46 |
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| Norfolk Southern (NSC) | 0.1 | $2.6M | +93% | 8.3k | 317.00 |
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| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.1 | $2.6M | 24k | 110.47 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $2.6M | +82% | 23k | 112.68 |
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| salesforce (CRM) | 0.1 | $2.6M | -5% | 11k | 227.80 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $2.6M | +26% | 79k | 32.66 |
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| Boeing Company (BA) | 0.1 | $2.6M | +17% | 14k | 187.75 |
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| Uber Technologies (UBER) | 0.1 | $2.6M | +47% | 37k | 70.24 |
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| Howmet Aerospace (HWM) | 0.1 | $2.5M | +18% | 11k | 222.55 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $2.5M | +14% | 12k | 211.87 |
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| Nextera Energy (NEE) | 0.1 | $2.5M | +27% | 33k | 77.37 |
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| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.1 | $2.5M | -5% | 19k | 130.87 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $2.5M | +35% | 25k | 96.87 |
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| Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) | 0.1 | $2.5M | 22k | 114.56 |
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| Ishares Tr Core Intl Aggr (IAGG) | 0.1 | $2.4M | +14% | 50k | 49.14 |
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| Welltower Inc Com reit (WELL) | 0.1 | $2.4M | +7% | 11k | 223.04 |
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| Abbott Laboratories (ABT) | 0.1 | $2.4M | +3% | 24k | 98.49 |
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| Intuit (INTU) | 0.1 | $2.3M | +14% | 7.7k | 303.90 |
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| Spdr Series Trust St Str Sp Div (SDY) | 0.1 | $2.3M | 15k | 149.37 |
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| American Centy Etf Tr Us Large Cap Vlu (AVLV) | 0.1 | $2.3M | 25k | 92.53 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $2.2M | +11% | 22k | 102.70 |
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| Cintas Corporation (CTAS) | 0.1 | $2.2M | +3% | 11k | 201.12 |
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| Royal Caribbean Cruises (RCL) | 0.1 | $2.2M | 7.8k | 281.41 |
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| Kenvue (KVUE) | 0.1 | $2.2M | 122k | 17.73 |
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| Coupang Cl A (CPNG) | 0.1 | $2.2M | 140k | 15.41 |
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| Spdr Index Shs Fds St Str Po Ex Etf (SPDW) | 0.1 | $2.2M | -10% | 43k | 49.66 |
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| Cigna Corp (CI) | 0.1 | $2.2M | -16% | 7.7k | 281.02 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $2.2M | +6% | 18k | 116.84 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.1 | $2.1M | +17% | 1.2k | 1769.79 |
|
| Dfa Invt Dimensions Group In U.s. Sml Cp Val | 0.1 | $2.1M | NEW | 56k | 38.10 |
|
| Monster Beverage Corp (MNST) | 0.1 | $2.1M | +203% | 48k | 43.65 |
|
| First Tr Exchange Traded Nasd Tech Div (TDIV) | 0.1 | $2.1M | 18k | 114.74 |
|
|
| S&p Global (SPGI) | 0.0 | $2.1M | +30% | 5.2k | 402.73 |
|
| Fortinet (FTNT) | 0.0 | $2.1M | +6% | 11k | 189.10 |
|
| O'reilly Automotive (ORLY) | 0.0 | $2.0M | +45% | 24k | 86.01 |
|
| Chubb (CB) | 0.0 | $2.0M | +3% | 5.9k | 343.79 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $2.0M | +12% | 23k | 87.80 |
|
| Us Bancorp Com New (USB) | 0.0 | $2.0M | +28% | 36k | 57.03 |
|
| Union Pacific Corporation (UNP) | 0.0 | $2.0M | +25% | 7.2k | 278.19 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $2.0M | 4.7k | 422.51 |
|
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.0 | $2.0M | 6.4k | 307.86 |
|
|
| Applovin Corp Com Cl A (APP) | 0.0 | $2.0M | -7% | 7.0k | 280.12 |
|
| Verizon Communications (VZ) | 0.0 | $2.0M | +22% | 42k | 46.35 |
|
| Vanguard Scottsdale Fds Vng Rus3000idx (VTHR) | 0.0 | $1.9M | -18% | 5.7k | 340.12 |
|
| Altria (MO) | 0.0 | $1.9M | +18% | 27k | 71.42 |
|
| Wisdomtree Tr Us Largecap Divd (DLN) | 0.0 | $1.9M | 20k | 98.76 |
|
|
| Booking Holdings (BKNG) | 0.0 | $1.9M | 12k | 159.97 |
|
|
| Ameriprise Financial (AMP) | 0.0 | $1.9M | +7% | 3.8k | 499.09 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $1.9M | +7% | 3.8k | 503.25 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.0 | $1.9M | +56% | 7.8k | 243.73 |
|
| Vaneck Etf Trust High Yld Munietf (HYD) | 0.0 | $1.9M | +5% | 40k | 47.82 |
|
| Motorola Solutions Com New (MSI) | 0.0 | $1.9M | +8% | 4.2k | 447.17 |
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 0.0 | $1.9M | +22% | 34k | 55.28 |
|
| Delta Air Lines Com New (DAL) | 0.0 | $1.9M | +26% | 23k | 82.14 |
|
| Fastenal Company (FAST) | 0.0 | $1.9M | +3% | 37k | 50.49 |
|
| Rubrik Cl A (RBRK) | 0.0 | $1.9M | -4% | 15k | 120.89 |
|
| Thermo Fisher Scientific (TMO) | 0.0 | $1.8M | +74% | 2.8k | 652.01 |
|
| Robinhood Mkts Com Cl A (HOOD) | 0.0 | $1.8M | +6% | 17k | 107.01 |
|
| Travelers Companies (TRV) | 0.0 | $1.8M | +33% | 4.9k | 370.28 |
|
| Profesionally Managed Portfo Akre Focus Etf (AKRE) | 0.0 | $1.8M | -19% | 33k | 54.02 |
|
| Williams Companies (WMB) | 0.0 | $1.8M | 25k | 72.34 |
|
|
| IDEXX Laboratories (IDXX) | 0.0 | $1.8M | +13% | 3.5k | 513.14 |
|
| Ishares Tr Us Sml Cap Eqt (SMLF) | 0.0 | $1.8M | 21k | 84.80 |
|
|
| Trane Technologies SHS (TT) | 0.0 | $1.8M | +12% | 3.8k | 469.94 |
|
| Western Digital (WDC) | 0.0 | $1.8M | +15% | 4.5k | 393.31 |
|
| Select Sector Spdr Tr St Str Finl Etf (XLF) | 0.0 | $1.8M | +12% | 33k | 54.23 |
|
| Automatic Data Processing (ADP) | 0.0 | $1.8M | +25% | 6.6k | 270.74 |
|
| Simon Property (SPG) | 0.0 | $1.8M | +16% | 8.8k | 199.61 |
|
| Raymond James Financial (RJF) | 0.0 | $1.8M | +3% | 11k | 158.60 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $1.7M | +2% | 20k | 88.10 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $1.7M | +21% | 14k | 127.11 |
|
| Starbucks Corporation (SBUX) | 0.0 | $1.7M | +5% | 18k | 93.21 |
|
| Ea Series Trust Brid Omn Sma Etf (BSVO) | 0.0 | $1.7M | 60k | 28.55 |
|
|
| Allstate Corporation (ALL) | 0.0 | $1.7M | +3% | 7.3k | 230.64 |
|
| Waystar Holding Corp (WAY) | 0.0 | $1.7M | +9% | 63k | 26.48 |
|
| Johnson Controls Internation SHS (JCI) | 0.0 | $1.7M | +6% | 11k | 154.00 |
|
| Hca Holdings (HCA) | 0.0 | $1.7M | +7% | 3.8k | 445.04 |
|
| Corning Incorporated (GLW) | 0.0 | $1.6M | +7% | 11k | 152.82 |
|
| Cheniere Energy Com New (LNG) | 0.0 | $1.6M | +45% | 5.9k | 277.88 |
|
| Ecolab (ECL) | 0.0 | $1.6M | +60% | 5.8k | 281.71 |
|
| Ssr Mining (SSRM) | 0.0 | $1.6M | 48k | 33.62 |
|
|
| Dimensional Etf Trust Emerging Mkts Co (DFEM) | 0.0 | $1.6M | +5% | 41k | 39.58 |
|
Past Filings by Wedmont Private Capital
SEC 13F filings are viewable for Wedmont Private Capital going back to 2021
- Wedmont Private Capital 2026 Q3 filed Oct. 9, 2026
- Wedmont Private Capital 2026 Q2 filed July 13, 2026
- Wedmont Private Capital 2026 Q1 filed April 9, 2026
- Wedmont Private Capital 2025 Q4 filed Jan. 8, 2026
- Wedmont Private Capital 2025 Q3 filed Oct. 8, 2025
- Wedmont Private Capital 2025 Q2 filed July 10, 2025
- Wedmont Private Capital 2025 Q1 filed April 14, 2025
- Wedmont Private Capital 2024 Q4 filed Jan. 13, 2025
- Wedmont Private Capital 2024 Q3 filed Oct. 8, 2024
- Wedmont Private Capital 2024 Q2 filed July 15, 2024
- Wedmont Private Capital 2024 Q1 filed April 10, 2024
- Wedmont Private Capital 2023 Q4 filed Jan. 9, 2024
- Wedmont Private Capital 2023 Q3 filed Oct. 10, 2023
- Wedmont Private Capital 2023 Q2 filed July 17, 2023
- Wedmont Private Capital 2023 Q1 filed April 11, 2023
- Wedmont Private Capital 2022 Q4 filed Jan. 9, 2023