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Wedmont Private Capital

CIK
1904274
City
WEST CHESTER
State / Country
PA

Top Portfolio Positions

612 positions · $1,145,854,918 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

18 quarters · across all stocks

Holdings in IAUM

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Shares Held

Position Value (USD)

8 quarters on record
Report Date Value (USD) Shares
2026-03-31 $1,533,020 32,827
2025-12-31 $2,550,295 59,323
2025-09-30 $2,660,427 69,102
2025-06-30 $1,048,917 31,795
2025-03-31 $432,016 13,860
2024-12-31 $362,716 13,860
2024-09-30 $363,825 13,860
2024-06-30 $321,552 13,860