Wedmont Private Capital

CIK

1904274

Location

WEST CHESTER, PA

Portfolio Value

Mid $3,646,900,045

Diversification

Diversified

Filing Date

Global Rank

#1,101 / 8,793 ▲ 109 · as of Jun 2026

Top Industry

Semiconductors 14.5%

Period ended 3 months ago

Filed Jul 13, 2026 · 3mo

19 quarters · since Dec 2021

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

754 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

13.1%

+0.3 pts

Top 5

47.0%

+4.8 pts

Top 10

60.7%

+4.1 pts

HHI

552

Diversified+63

Portfolio Trend

19 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	62.8%	$2,290,430,018	69
Technology	13.5%	$493,281,798	115
Financial Services	5.3%	$191,519,727	129
Communication Services	4.3%	$156,689,157	26
Consumer Cyclical	3.3%	$121,632,232	72
Industrials	3.3%	$119,862,762	99
Healthcare	3.1%	$112,603,686	76
Consumer Defensive	1.5%	$53,407,679	36
Energy	1.2%	$44,620,248	38
Basic Materials	0.7%	$24,398,957	32
Utilities	0.6%	$22,009,993	33
Real Estate	0.5%	$16,443,788	29

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
VCRM	Vanguard Core Tax-Exempt Bond ETF	+593,327	2,181,114	$110,663,459
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+534,804	8,796,570	$476,882,863
VEA	Vanguard FTSE Developed Markets ETF	+531,746	5,272,522	$375,667,192
VEU	Vanguard FTSE All-World Ex-US ETF	+407,111	4,194,299	$283,649,458
VB	Vanguard Morningstar Small-Cap ETF	+367,937	1,327,259	$442,028,336
BNDW	Vanguard Total World Bond ETF	+159,531	1,762,306	$137,128,530
VXUS	Vanguard Total International Stock ETF	+156,287	301,098	$25,740,868
FNDA	Schwab Fundamental U.S. Small Company ETF	+136,012	3,276,605	$99,576,266
EDV	Vanguard World Funds Extended Duration ETF	+105,746	164,176	$19,919,930
ACSG	American Century Small Cap Growth Insights ETF	+88,351	606,354	$61,604,584
CPNG	Coupang, Inc.	+77,970	139,669	$2,426,050
BNDX	Vanguard Total International Bond ETF	+61,086	743,512	$36,008,286
TSCO	Tractor Supply Co /De/	+55,235	63,308	$2,001,165
VTEC	Vanguard California Tax-Exempt Bond ETF	+49,518	244,141	$24,560,584
NVDA	Nvidia Corp	+45,357	497,890	$99,622,810
IVZ	Invesco Ltd.	+29,213	74,786	$9,905,131
KVUE	Kenvue Inc.	+25,030	123,879	$2,367,327
BAX	Baxter International Inc	+21,356	49,891	$1,063,676
KLAC	Kla Corp	+18,193	20,136	$6,075,232
APA	APA Corp	+17,599	27,350	$890,789
AAPL	Apple Inc.	+16,505	301,877	$87,351,128
DCOR	Dimensional US Core Equity 1 ETF	+15,149	301,602	$13,688,516
FBCG	Fidelity Blue Chip Growth ETF	+13,602	15,230	$1,056,626
CRWD	CrowdStrike Holdings, Inc.	+13,440	17,964	$13,709,046
PPC	Pilgrims Pride Corp	+11,622	41,122	$1,155,939
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
HNGE	Hinge Health, Inc.	−102,325	30,978	$2,571,174
IBIT	iShares Bitcoin Trust ETF	−42,308	21,643	$720,495
MPT	Medical Properties Trust Inc	−27,558	44,442	$205,322
GOOGL	Alphabet Inc.	−24,278	283,671	$100,820,788
AAAA	Amplius Aggressive Asset Allocation ETF	−14,864	69,096	$2,775,312
ASHR	Xtrackers Harvest CSI 300 China A-Shares ETF	−13,444	14,044	$767,223
BIV	Vanguard Intermediate-Term Bond ETF	−11,829	19,991	$1,467,539
VIGI	Vanguard International Dividend Appreciation ETF	−10,953	284,974	$29,366,011
ET	Energy Transfer LP	−10,170	14,142	$270,395
PFE	Pfizer Inc	−9,950	41,785	$1,006,182
T	At&T Inc.	−6,608	121,250	$2,509,875
HON	Honeywell International Inc	−5,830	3,675	$822,832
SAN	Banco Santander, S.A.	−5,575	37,127	$512,352
VIG	Vanguard Dividend Appreciation ETF	−5,438	59,673	$9,494,115
LYG	Lloyds Banking Group plc	−5,422	27,983	$163,140
SONY	Sony Group Corp	−5,318	13,203	$264,852
CRM	Salesforce, Inc.	−5,292	12,110	$1,897,152
OHI	Omega Healthcare Investors Inc	−4,973	4,618	$220,186
ABT	Abbott Laboratories	−4,899	23,000	$2,087,020
DYTA	SGI Dynamic Tactical ETF	−4,886	44,192	$1,244,303
HTZ	Hertz Global Holdings, Inc	−4,563	15,010	$33,997
MSFT	Microsoft Corp	−4,261	101,962	$38,033,865
RIVN	Rivian Automotive, Inc. / DE	−3,988	31,926	$553,916
MUFG	Mitsubishi Ufj Financial Group Inc	−3,773	25,222	$501,665
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	−3,533	167,743	$8,624,485
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
BSCA	Invesco BulletShares 2036 Corporate Bond ETF	432,334	$9,511,654
RLI	Rli Corp	59,916	$3,539,238
CHTR	Charter Communications, Inc. /Mo/	16,519	$2,349,166
—		61,783	$2,055,514
PLNT	Planet Fitness, Inc.	35,790	$1,867,164
BRO	Brown & Brown, Inc.	28,730	$1,843,029
VBIL	Vanguard 0-3 Month Treasury Bill ETF	23,206	$1,756,230
BRBR	Bellring Brands, Inc.	127,656	$1,651,868
EVLV	Evolv Technologies Holdings, Inc.	277,078	$1,607,052
WAY	Waystar Holding Corp.	57,599	$1,182,507
HONA	Honeywell Aerospace Inc.	4,582	$1,012,988
MAIN	Main Street Capital CORP	16,928	$878,224
EFOR	Everforth Inc	30,060	$537,172
G	Genpact LTD	18,156	$499,290
HEI	Heico Corp	1,686	$495,081
LCID	Lucid Group, Inc.	73,545	$492,016
CSGP	Costar Group, Inc.	17,302	$489,992
CPB	CAMPBELL'S Co	21,069	$469,206
MXL	Maxlinear, Inc	3,581	$458,475
MOH	Molina Healthcare, Inc.	1,852	$423,552
NFG	National Fuel Gas Co	5,476	$422,801
—		2,463	$407,330
DUOL	Duolingo, Inc.	3,485	$400,844
AB	Alliancebernstein Holding L.P.	11,044	$388,969
GLIBA	Liberty Capital Corp/NV	17,246	$371,823
No positions match the current search.

Sold Out

Positions the filer fully exited

22 positions

Ticker	Company	Shares	Value
EFX	Equifax Inc	2,549	$458,998
ACN	Accenture plc	1,992	$394,993
CACI	Caci International Inc /De/	571	$310,549
FISV	Fiserv Inc	5,006	$279,334
AOS	Smith A O Corp	4,061	$267,782
LVS	Las Vegas Sands Corp	4,777	$257,384
MKC	Mccormick & Co Inc	5,087	$256,588
MTD	Mettler Toledo International Inc/	190	$239,628
BMRN	Biomarin Pharmaceutical Inc	4,084	$230,705
TRMB	Trimble Inc.	3,500	$228,305
LDOS	Leidos Holdings, Inc.	1,432	$222,704
GLIX	Lazard Listed Infrastructure ETF	6,905	$219,233
J	Jacobs Solutions Inc.	1,649	$209,884
HAS	Hasbro, Inc.	2,195	$205,452
VKTX	Viking Therapeutics, Inc.	6,012	$195,630
CAI	Caris Life Sciences, Inc.	10,715	$191,584
ASTS	AST SpaceMobile, Inc.	2,086	$172,866
HE	Hawaiian Electric Industries Inc	11,587	$171,951
AEG	Aegon Ltd.	10,736	$77,943
—		771	$0
—		8,762	$0
—		12,409	$0
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

754 tracked positions · $3,646,900,045 total · filing declares 954 positions · $3,645,613,056 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 754 positions by value · page 1 of 16

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	8,796,570	+534,804	$476,882,863	—	13.08%
VB	Vanguard Morningstar Small-Cap ETF	Added	1,327,259	+367,937	$442,028,336	+35.7%	12.12%
VEA	Vanguard FTSE Developed Markets ETF	Added	5,272,522	+531,746	$375,667,192	+23.7%	10.30%
VEU	Vanguard FTSE All-World Ex-US ETF	Added	4,194,299	+407,111	$283,649,458	+22.1%	7.78%
BNDW	Vanguard Total World Bond ETF	Added	1,762,306	+159,531	$137,128,530	+11.1%	3.76%
VCRM	Vanguard Core Tax-Exempt Bond ETF	Added	2,181,114	+593,327	$110,663,459	+39.7%	3.03%
GOOGL	Alphabet Inc. Communication Services	Reduced	283,671	-24,278	$100,820,788	+14.0%	2.76%
NVDA	Nvidia Corp Technology	Added	497,890	+45,357	$99,622,810	+26.2%	2.73%
FNDA	Schwab Fundamental U.S. Small Company ETF	Added	3,276,605	+136,012	$99,576,266	+14.7%	2.73%
AAPL	Apple Inc. Technology	Added	301,877	+16,505	$87,351,128	+20.6%	2.40%
ACSG	American Century Small Cap Growth Insights ETF	Added	606,354	+88,351	$61,604,584	+28.1%	1.69%
AMZN	Amazon Com Inc Consumer Cyclical	Added	175,224	+5,821	$41,762,888	+18.4%	1.15%
MSFT	Microsoft Corp Technology	Reduced	101,962	-4,261	$38,033,865	−3.3%	1.04%
BNDX	Vanguard Total International Bond ETF	Added	743,512	+61,086	$36,008,286	+9.8%	0.99%
PLTR	Palantir Technologies Inc. Technology	Reduced	263,251	-2,122	$30,713,494	−20.9%	0.84%
AVGO	Broadcom Inc. Technology	Added	79,525	+2,896	$30,040,568	+26.7%	0.82%
VIGI	Vanguard International Dividend Appreciation ETF	Reduced	284,974	-10,953	$29,366,011	+2.1%	0.81%
QQQ	Invesco Qqq Trust, Series 1	Reduced	35,895	-1,086	$26,433,078	+23.8%	0.72%
VXUS	Vanguard Total International Stock ETF	Added	301,098	+156,287	$25,740,868	+130.5%	0.71%
META	Meta Platforms, Inc. Communication Services	Reduced	45,383	-2,210	$25,563,790	−6.1%	0.70%
VTEC	Vanguard California Tax-Exempt Bond ETF	Added	244,141	+49,518	$24,560,584	+27.4%	0.67%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	39,352	+1,965	$24,181,444	+8.8%	0.66%
TSLA	Tesla, Inc. CALL + SHARES Consumer Cyclical	Added	56,316	+366	$23,686,509	+13.9%	0.65%
MU	Micron Technology Inc PUT CALL + SHARES Technology	Added	17,383	+2,669	$20,065,023	+303.6%	0.55%
EDV	Vanguard World Funds Extended Duration ETF	Added	164,176	+105,746	$19,919,930	+210.2%	0.55%
LLY	ELI LILLY & Co Healthcare	Added	16,064	+1,242	$19,267,645	+41.3%	0.53%
JPM	Jpmorgan Chase & Co Financial Services	Added	54,011	+3,424	$17,679,420	+18.8%	0.48%
SPY	Spdr S&P 500 ETF Trust	Added	23,305	+1,013	$17,403,474	+20.0%	0.48%
GEV	GE Vernova Inc. Industrials	Added	14,045	+298	$16,500,908	+37.5%	0.45%
AMD	Advanced Micro Devices Inc Technology	Added	28,201	+829	$16,382,242	+194.2%	0.45%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	17,964	+13,440	$13,709,046	+676.2%	0.38%
DCOR	Dimensional US Core Equity 1 ETF	Added	301,602	+15,149	$13,688,516	+17.1%	0.38%
WFC	Wells Fargo & Company/Mn Financial Services	Added	154,312	+9,919	$12,752,343	+10.9%	0.35%
V	Visa Inc. Financial Services	Added	34,628	+8,094	$11,880,520	+48.1%	0.33%
ABBV	AbbVie Inc. Healthcare	Added	43,731	+524	$11,004,468	+17.1%	0.30%
CAT	Caterpillar Inc Industrials	Added	10,012	+1,500	$10,661,778	+76.8%	0.29%
XOM	ExxonMobil Holdings Corp Energy	Added	74,295	+6,623	$10,157,612	−11.5%	0.28%
AMAT	Applied Materials Inc /De Technology	Added	13,803	+397	$9,979,569	+117.8%	0.27%
IVZ	Invesco Ltd. Financial Services	Added	74,786	+29,213	$9,905,131	+217.1%	0.27%
ORCL	Oracle Corp Technology	Added	65,076	+53	$9,536,887	−0.3%	0.26%
BSCA	Invesco BulletShares 2036 Corporate Bond ETF	NEW	432,334	NEW	$9,511,654	NEW	0.26%
VIG	Vanguard Dividend Appreciation ETF	Reduced	59,673	-5,438	$9,494,115	+5.5%	0.26%
APH	Amphenol Corp /De/ Technology	Added	26,048	+616	$9,185,566	+42.9%	0.25%
WMT	Walmart Inc. Consumer Defensive	Added	80,835	+4,171	$9,155,372	−3.9%	0.25%
JNJ	Johnson & Johnson Healthcare	Reduced	34,052	-392	$8,648,186	+2.7%	0.24%
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	Added	71,877	+98	$8,636,676	+18.8%	0.24%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Reduced	167,743	-3,533	$8,624,485	+18.2%	0.24%
		Added	33,978	+1,009	$8,365,723	+23.3%	0.23%
LRCX	Lam Research Corp Technology	Added	17,732	+247	$7,683,807	+105.7%	0.21%
NFLX	Netflix Inc Communication Services	Added	106,863	+221	$7,630,018	−25.6%	0.21%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.