Filed: 4/14/2025ACC: 0001904274-25-000004
📋 What this filing means
WEDMONT PRIVATE CAPITAL filed this quarterly 13F‑HR report disclosing 700 equity positions with a total reported market value of $1.95B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
700
Positions
$1.95B
Total AUM (reported)
27.77M
Total Shares
Allocation by class
COM$560.11M28.7%
VAN FTSE DEV MKT$163.37M8.4%
FTSE EMR MKT ETF$105.96M5.4%
TOTAL STK MKT$87.19M4.5%
CORE MSCI EAFE$81.90M4.2%
S&P 500 ETF SHS$79.36M4.1%
TOTAL CORP BND$74.67M3.8%
Portfolio Concentration
Top 3$356.52M18.3%
4–10$467.21M23.9%
11–25$341.26M17.5%
Rest$785.96M40.3%
Top 3 weight
18.3%
Top 10 weight
42.2%
Voting Authority Distribution
Total shares with voting rights: 27.77M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
27.77M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole700
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings700
Rows:
VANGUARD TAX-MANAGED FDS
SOLEShares3.31M
TypeSH
Market value$163.37M
8.37%
Sole
0.00
Shared
0.00
None
3.31M
VANGUARD INTL EQUITY INDEX F
SOLEShares2.46M
TypeSH
Market value$105.96M
5.43%
Sole
0.00
Shared
0.00
None
2.46M
VANGUARD INDEX FDS
SOLEShares333.13K
TypeSH
Market value$87.19M
4.47%
Sole
0.00
Shared
0.00
None
333.13K
ISHARES TR
SOLEShares1.12M
TypeSH
Market value$81.90M
4.20%
Sole
0.00
Shared
0.00
None
1.12M
VANGUARD INDEX FDS
SOLEShares161.78K
TypeSH
Market value$79.36M
4.07%
Sole
0.00
Shared
0.00
None
161.78K
VANGUARD SCOTTSDALE FDS
SOLEShares999.49K
TypeSH
Market value$74.67M
3.83%
Sole
0.00
Shared
0.00
None
999.49K
ISHARES TR
SOLEShares3M
TypeSH
Market value$67.86M
3.48%
Sole
0.00
Shared
0.00
None
3M
VANGUARD MUN BD FDS
SOLEShares1.37M
TypeSH
Market value$65.73M
3.37%
Sole
0.00
Shared
0.00
None
1.37M
APPLE INC
SOLEShares260.72K
TypeSH
Market value$51.66M
2.65%
Sole
0.00
Shared
0.00
None
260.72K
NVIDIA CORPORATION
SOLEShares414.91K
TypeSH
Market value$46.03M
2.36%
Sole
0.00
Shared
0.00
None
414.91K
ISHARES INC
SOLEShares845.76K
TypeSH
Market value$43.69M
2.24%
Sole
0.00
Shared
0.00
None
845.76K
MICROSOFT CORP
SOLEShares99.06K
TypeSH
Market value$38.48M
1.97%
Sole
0.00
Shared
0.00
None
99.06K
ISHARES TR
SOLEShares349.83K
TypeSH
Market value$35.79M
1.83%
Sole
0.00
Shared
0.00
None
349.83K
AMAZON COM INC
SOLEShares160.60K
TypeSH
Market value$29.69M
1.52%
Sole
0.00
Shared
0.00
None
160.60K
VANGUARD CHARLOTTE FDS
SOLEShares514.15K
TypeSH
Market value$25.14M
1.29%
Sole
0.00
Shared
0.00
None
514.15K
META PLATFORMS INC
SOLEShares45.64K
TypeSH
Market value$24.81M
1.27%
Sole
0.00
Shared
0.00
None
45.64K
BERKSHIRE HATHAWAY INC DEL
SOLEShares39.18K
TypeSH
Market value$20.54M
1.05%
Sole
0.00
Shared
0.00
None
39.18K
VANGUARD INTL EQUITY INDEX F
SOLEShares177.37K
TypeSH
Market value$20.05M
1.03%
Sole
0.00
Shared
0.00
None
177.37K
SCHWAB STRATEGIC TR
SOLEShares911.95K
TypeSH
Market value$17.53M
0.90%
Sole
0.00
Shared
0.00
None
911.95K
ALPHABET INC
SOLEShares95.21K
TypeSH
Market value$15.18M
0.78%
Sole
0.00
Shared
0.00
None
95.21K
ALPHABET INC
SOLEShares94.83K
TypeSH
Market value$14.90M
0.76%
Sole
0.00
Shared
0.00
None
94.83K
ISHARES TR
SOLEShares409.74K
TypeSH
Market value$14.62M
0.75%
Sole
0.00
Shared
0.00
None
409.74K
SCHWAB STRATEGIC TR
SOLEShares574.35K
TypeSH
Market value$14.16M
0.73%
Sole
0.00
Shared
0.00
None
574.35K
TESLA INC
SOLEShares55.96K
TypeSH
Market value$14.12M
0.72%
Sole
0.00
Shared
0.00
None
55.96K
BROADCOM INC
SOLEShares69.07K
TypeSH
Market value$12.57M
0.64%
Sole
0.00
Shared
0.00
None
69.07K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 3.31M | SH | $163.37M 8.37% | 0.00 | 0.00 | 3.31M |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 2.46M | SH | $105.96M 5.43% | 0.00 | 0.00 | 2.46M |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 333.13K | SH | $87.19M 4.47% | 0.00 | 0.00 | 333.13K |
ISHARES TRSOLE | CORE MSCI EAFE | 1.12M | SH | $81.90M 4.20% | 0.00 | 0.00 | 1.12M |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 161.78K | SH | $79.36M 4.07% | 0.00 | 0.00 | 161.78K |
VANGUARD SCOTTSDALE FDSSOLE | TOTAL CORP BND | 999.49K | SH | $74.67M 3.83% | 0.00 | 0.00 | 999.49K |
ISHARES TRSOLE | US TREAS BD ETF | 3M | SH | $67.86M 3.48% | 0.00 | 0.00 | 3M |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 1.37M | SH | $65.73M 3.37% | 0.00 | 0.00 | 1.37M |
APPLE INCSOLE | COM | 260.72K | SH | $51.66M 2.65% | 0.00 | 0.00 | 260.72K |
NVIDIA CORPORATIONSOLE | COM | 414.91K | SH | $46.03M 2.36% | 0.00 | 0.00 | 414.91K |
ISHARES INCSOLE | CORE MSCI EMKT | 845.76K | SH | $43.69M 2.24% | 0.00 | 0.00 | 845.76K |
MICROSOFT CORPSOLE | COM | 99.06K | SH | $38.48M 1.97% | 0.00 | 0.00 | 99.06K |
ISHARES TRSOLE | NATIONAL MUN ETF | 349.83K | SH | $35.79M 1.83% | 0.00 | 0.00 | 349.83K |
AMAZON COM INCSOLE | COM | 160.60K | SH | $29.69M 1.52% | 0.00 | 0.00 | 160.60K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 514.15K | SH | $25.14M 1.29% | 0.00 | 0.00 | 514.15K |
META PLATFORMS INCSOLE | CL A | 45.64K | SH | $24.81M 1.27% | 0.00 | 0.00 | 45.64K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 39.18K | SH | $20.54M 1.05% | 0.00 | 0.00 | 39.18K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE SMCAP ETF | 177.37K | SH | $20.05M 1.03% | 0.00 | 0.00 | 177.37K |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 911.95K | SH | $17.53M 0.90% | 0.00 | 0.00 | 911.95K |
ALPHABET INCSOLE | CAP STK CL C | 95.21K | SH | $15.18M 0.78% | 0.00 | 0.00 | 95.21K |
ALPHABET INCSOLE | CAP STK CL A | 94.83K | SH | $14.90M 0.76% | 0.00 | 0.00 | 94.83K |
ISHARES TRSOLE | BROAD USD HIGH | 409.74K | SH | $14.62M 0.75% | 0.00 | 0.00 | 409.74K |
SCHWAB STRATEGIC TRSOLE | MUN BD ETF | 574.35K | SH | $14.16M 0.73% | 0.00 | 0.00 | 574.35K |
TESLA INCSOLE | COM | 55.96K | SH | $14.12M 0.72% | 0.00 | 0.00 | 55.96K |
BROADCOM INCSOLE | COM | 69.07K | SH | $12.57M 0.64% | 0.00 | 0.00 | 69.07K |
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