Q2 2026 13F · SEC CIK 1904274

Wedmont Private Capital

Wealth managerFiled 2026-07-13 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $3.6B
Reported positions: 949
Top holdings a year, 3 yrs: +14.8%
Assets under management: $3.4B

Wedmont Private Capital is a wealth manager that reported 949 positions worth $3.6B in its Q2 2026 13F, filed 2026-07-13. Its largest holdings were Vanguard Tax-Managed Fds (VEA, 10.3%), Vanguard Index Fds (VTI, 5.9%), Vanguard Intl Equity Index F (VWO, 5.9%). A portfolio copying its top holdings returned 14.8% a year over the last 3 years, against 20.4% for the S&P 500.

Wedmont Private Capital holdings largest 50 of 949 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Wedmont Private Capital 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
VEAVanguard Tax-Managed Fds	10.3%	10.4%	5,272,522	+11.2%	$374.3M
VTIVanguard Index Fds	5.9%	5.1%	581,799	+22.4%	$216.8M
VWOVanguard Intl Equity Index F	5.9%	6.0%	3,571,670	+8.9%	$213.9M
VOOVanguard S&p 500 ETF	3.9%	3.9%	205,604	+5.9%	$142.7M
IEFAIshares Core Msci Eafe ETF	3.2%	3.6%	1,188,881	+2.6%	$115.6M
VTCVanguard Total Corporate Bond ETF	3.1%	3.4%	1,469,754	+8.4%	$111.6M
VTEBVanguard Tx Ex Bd	3.0%	2.6%	2,167,958	+36.5%	$109.1M
GOVTIshares Tr	2.9%	3.2%	4,672,099	+6.9%	$105.5M
NVDANvidia Corporation Com	2.9%	2.7%	497,890	+10.0%	$105.0M
AAPLApple Inc	2.6%	2.4%	301,877	+5.8%	$95.2M
IEMGIshares	2.0%	2.1%	897,981	+0.2%	$73.0M
GOOGLAlphabet Inc	1.4%	1.5%	146,365	-1.3%	$52.3M
MUBIshares National Muni Bond ETF	1.4%	1.6%	477,489	+1.1%	$51.1M
GOOGAlphabet Inc	1.3%	1.6%	137,306	-14.0%	$48.7M
AMZNAmazon Com Inc Com	1.2%	1.2%	175,224	+3.4%	$43.0M
MSFTMicrosoft Corp	1.1%	1.3%	101,962	-4.0%	$39.3M
BNDXVanguard Charlotte Fds	1.0%	1.1%	743,512	+9.0%	$35.7M
PLTRPalantir Technologies Inclass Class A	0.9%	1.2%	263,251	-0.8%	$33.4M
AVGOBroadcom Inc	0.9%	0.9%	79,525	+3.8%	$31.8M
METAMeta Platforms Inc Class A	0.8%	0.9%	45,383	-4.6%	$30.4M
SCHFSchwab Intl Equity	0.8%	0.9%	1,096,412	+5.8%	$30.2M
VSSVanguard Intl Equity Index F	0.8%	0.9%	177,618	-1.8%	$27.5M
QQQInvesco Qqq Tr	0.7%	0.7%	35,895	-2.9%	$26.0M
VXUSVanguard Star Fds Vanguard Total Intl St	0.7%	0.4%	301,098	+107.9%	$25.7M
VEUVanguard FTSE All	0.7%	0.5%	304,741	+60.7%	$25.4M
VTECVanguard Calif Tax Free Fds	0.7%	0.6%	244,141	+25.4%	$24.4M
TSLATesla Inc Com	0.6%	0.6%	56,016	+0.1%	$22.8M
USHYIshares Tr	0.5%	0.6%	531,621	+10.1%	$19.6M
BRK-BBerkshire Hathaway Inc Del	0.5%	0.6%	39,346	+5.3%	$19.4M
VOVanguard Index Fds	0.5%	0.6%	237,501	+301.8%	$19.2M
LLYLilly Eli & Co	0.5%	0.5%	16,064	+8.4%	$19.1M
JPMJpmorgan Chase & Co	0.5%	0.5%	54,011	+6.8%	$18.2M
VBVanguard Indx Fd	0.5%	0.5%	60,211	+0.3%	$18.0M
SPYSpdr S&p 500 ETF Tr	0.5%	0.5%	23,305	+4.5%	$17.6M
MUMicron Technology Inc	0.5%	—	17,183	—	$16.8M
SCHBSchwb US Broad	0.4%	0.5%	540,035	+0.0%	$15.8M
AMDAdvanced Micro Devices Inc	0.4%	—	28,201	—	$15.7M
GEVGe Vernova Inc	0.4%	0.4%	14,045	+2.2%	$15.3M
VYMIVanguard International High Dividend Yie	0.4%	0.4%	138,786	+0.5%	$14.0M
VGTVanguard Info Tech	0.4%	0.3%	117,506	+789.6%	$13.9M
AVDVAvantis International Small Cap Value Et	0.4%	0.4%	130,165	+17.4%	$13.6M
VVVanguard Inx Lrg	0.4%	0.4%	38,862	-0.3%	$13.5M
WFCWells Fargo Co New	0.4%	0.4%	154,312	+6.9%	$13.4M
VTVVanguard Value ETF	0.4%	0.4%	60,866	-0.4%	$13.3M
IVVIshares Core S&p 500 ETF	0.4%	0.4%	17,078	+5.9%	$12.9M
SCMBSchwab Strategic Tr	0.3%	0.4%	494,540	+0.1%	$12.7M
AVUSAvantis U.s. Equity ETF	0.3%	0.3%	94,887	+3.1%	$12.2M
VVisa Inc Com Cl A	0.3%	—	34,628	—	$12.1M
AVUVAvantis US Small Cap Value ETF	0.3%	—	96,086	—	$11.9M
VTVanguard Total World Stock Index Fund Et	0.3%	—	69,490	—	$11.0M

What Wedmont Private Capital bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

VGT Vanguard Info Tech+789.6% shares
VO Vanguard Index Fds+301.8% shares
VXUS Vanguard Star Fds Vanguard Total Intl St+107.9% shares
VEU Vanguard FTSE All+60.7% shares
VTEB Vanguard Tx Ex Bd+36.5% shares
VTEC Vanguard Calif Tax Free Fds+25.4% shares
VTI Vanguard Index Fds+22.4% shares
AVDV Avantis International Small Cap Value Et+17.4% shares

Reduced

GOOG Alphabet Inc-14.0% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +14.3% /yr; S&P 500 +20.1%
3 years: +14.8% /yr; S&P 500 +20.4%
5 years: +7.6% /yr; S&P 500 +13.0%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$3.6B	949
Q1 2026	$3.1B	838
Q4 2025	$2.9B	806
Q3 2025	$2.7B	788
Q2 2025	$2.3B	742
Q1 2025	$2.0B	699
Q4 2024	$1.9B	701
Q3 2024	$1.8B	668
Q2 2024	$1.6B	642
Q1 2024	$1.4B	605
Q4 2023	$1.2B	569
Q3 2023	$988.8M	504

Questions about Wedmont Private Capital's portfolio

What stocks does Wedmont Private Capital own?

Wedmont Private Capital's latest 13F, for Q2 2026 and filed Jul 13, 2026, lists 949 positions worth $3.6B. The largest are Vanguard Tax-Managed Fds (VEA) at 10.3%, Vanguard Index Fds (VTI) at 5.9%, Vanguard Intl Equity Index F (VWO) at 5.9%, Vanguard S&p 500 ETF (VOO) at 3.9% and Ishares Core Msci Eafe ETF (IEFA) at 3.2%.

What did Wedmont Private Capital buy last quarter?

In Q2 2026, Wedmont Private Capital added Vanguard Info Tech (VGT) (+789.6% shares), Vanguard Index Fds (VO) (+301.8% shares) and Vanguard Star Fds Vanguard Total Intl St (VXUS) (+107.9% shares), compared with its Q1 2026 filing.

What did Wedmont Private Capital sell last quarter?

In Q2 2026, Wedmont Private Capital cut from its top 50 Vanguard Whitehall Fds (VIGI), cut from its top 50 Netflix Inc Total (NFLX), cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Walmart Inc (WMT), cut from its top 50 Oracle Corp (ORCL) and Alphabet Inc (GOOG) (-14.0% shares), compared with its Q1 2026 filing.

How has Wedmont Private Capital's portfolio performed?

A portfolio copying Wedmont Private Capital's 20 largest 13F holdings each quarter, from the day each filing was public, returned +14.8% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +14.3% against +20.1%. Over 5 years: +7.6% a year against +13.0%.

When is Wedmont Private Capital's next 13F filing due?

13F filings are due 45 days after each quarter ends. Wedmont Private Capital's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Wedmont Private Capital manage?

Wedmont Private Capital reported $3.4B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $3.6B.