Filed: 7/10/2025ACC: 0001904274-25-000005
📋 What this filing means
WEDMONT PRIVATE CAPITAL filed this quarterly 13F‑HR report disclosing 742 equity positions with a total reported market value of $2.34B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
742
Positions
$2.34B
Total AUM (reported)
29.07M
Total Shares
Allocation by class
COM$693.47M29.6%
VAN FTSE DEV MKT$205.04M8.7%
FTSE EMR MKT ETF$129.39M5.5%
TOTAL STK MKT$112.66M4.8%
CORE MSCI EAFE$94.53M4.0%
S&P 500 ETF SHS$89.07M3.8%
TOTAL CORP BND$76.96M3.3%
Portfolio Concentration
Top 3$447.08M19.1%
4–10$519.02M22.1%
11–25$418.76M17.9%
Rest$959.18M40.9%
Top 3 weight
19.1%
Top 10 weight
41.2%
Voting Authority Distribution
Total shares with voting rights: 29.07M
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
29.07M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole742
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings742
Rows:
VANGUARD TAX-MANAGED FDS
SOLEShares3.58M
TypeSH
Market value$205.04M
8.75%
Sole
0.00
Shared
0.00
None
3.58M
VANGUARD INTL EQUITY INDEX F
SOLEShares2.61M
TypeSH
Market value$129.39M
5.52%
Sole
0.00
Shared
0.00
None
2.61M
VANGUARD INDEX FDS
SOLEShares366.36K
TypeSH
Market value$112.66M
4.81%
Sole
0.00
Shared
0.00
None
366.36K
ISHARES TR
SOLEShares1.13M
TypeSH
Market value$94.53M
4.03%
Sole
0.00
Shared
0.00
None
1.13M
VANGUARD INDEX FDS
SOLEShares155.28K
TypeSH
Market value$89.07M
3.80%
Sole
0.00
Shared
0.00
None
155.28K
VANGUARD SCOTTSDALE FDS
SOLEShares1M
TypeSH
Market value$76.96M
3.28%
Sole
0.00
Shared
0.00
None
1M
NVIDIA CORPORATION
SOLEShares429.65K
TypeSH
Market value$69.98M
2.99%
Sole
0.00
Shared
0.00
None
429.65K
ISHARES TR
SOLEShares3.07M
TypeSH
Market value$69.94M
2.98%
Sole
0.00
Shared
0.00
None
3.07M
VANGUARD MUN BD FDS
SOLEShares1.33M
TypeSH
Market value$64.99M
2.77%
Sole
0.00
Shared
0.00
None
1.33M
APPLE INC
SOLEShares253.62K
TypeSH
Market value$53.55M
2.28%
Sole
0.00
Shared
0.00
None
253.62K
MICROSOFT CORP
SOLEShares104.76K
TypeSH
Market value$52.75M
2.25%
Sole
0.00
Shared
0.00
None
104.76K
ISHARES TR
SOLEShares496.55K
TypeSH
Market value$51.77M
2.21%
Sole
0.00
Shared
0.00
None
496.55K
ISHARES INC
SOLEShares852.36K
TypeSH
Market value$51.18M
2.18%
Sole
0.00
Shared
0.00
None
852.36K
META PLATFORMS INC
SOLEShares46.99K
TypeSH
Market value$34.43M
1.47%
Sole
0.00
Shared
0.00
None
46.99K
AMAZON COM INC
SOLEShares153.74K
TypeSH
Market value$34.21M
1.46%
Sole
0.00
Shared
0.00
None
153.74K
VANGUARD CHARLOTTE FDS
SOLEShares529.68K
TypeSH
Market value$26.10M
1.11%
Sole
0.00
Shared
0.00
None
529.68K
VANGUARD INTL EQUITY INDEX F
SOLEShares184.52K
TypeSH
Market value$24.94M
1.06%
Sole
0.00
Shared
0.00
None
184.52K
SCHWAB STRATEGIC TR
SOLEShares970.91K
TypeSH
Market value$21.57M
0.92%
Sole
0.00
Shared
0.00
None
970.91K
BROADCOM INC
SOLEShares69.26K
TypeSH
Market value$19.25M
0.82%
Sole
0.00
Shared
0.00
None
69.26K
ORACLE CORP
SOLEShares80.60K
TypeSH
Market value$19.01M
0.81%
Sole
0.00
Shared
0.00
None
80.60K
BERKSHIRE HATHAWAY INC DEL
SOLEShares38.19K
TypeSH
Market value$18.29M
0.78%
Sole
0.00
Shared
0.00
None
38.19K
ALPHABET INC
SOLEShares99.30K
TypeSH
Market value$17.64M
0.75%
Sole
0.00
Shared
0.00
None
99.30K
ALPHABET INC
SOLEShares96.22K
TypeSH
Market value$17.00M
0.73%
Sole
0.00
Shared
0.00
None
96.22K
TESLA INC
SOLEShares52.27K
TypeSH
Market value$15.47M
0.66%
Sole
0.00
Shared
0.00
None
52.27K
ISHARES TR
SOLEShares406.46K
TypeSH
Market value$15.16M
0.65%
Sole
0.00
Shared
0.00
None
406.46K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 3.58M | SH | $205.04M 8.75% | 0.00 | 0.00 | 3.58M |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 2.61M | SH | $129.39M 5.52% | 0.00 | 0.00 | 2.61M |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 366.36K | SH | $112.66M 4.81% | 0.00 | 0.00 | 366.36K |
ISHARES TRSOLE | CORE MSCI EAFE | 1.13M | SH | $94.53M 4.03% | 0.00 | 0.00 | 1.13M |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 155.28K | SH | $89.07M 3.80% | 0.00 | 0.00 | 155.28K |
VANGUARD SCOTTSDALE FDSSOLE | TOTAL CORP BND | 1M | SH | $76.96M 3.28% | 0.00 | 0.00 | 1M |
NVIDIA CORPORATIONSOLE | COM | 429.65K | SH | $69.98M 2.99% | 0.00 | 0.00 | 429.65K |
ISHARES TRSOLE | US TREAS BD ETF | 3.07M | SH | $69.94M 2.98% | 0.00 | 0.00 | 3.07M |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 1.33M | SH | $64.99M 2.77% | 0.00 | 0.00 | 1.33M |
APPLE INCSOLE | COM | 253.62K | SH | $53.55M 2.28% | 0.00 | 0.00 | 253.62K |
MICROSOFT CORPSOLE | COM | 104.76K | SH | $52.75M 2.25% | 0.00 | 0.00 | 104.76K |
ISHARES TRSOLE | NATIONAL MUN ETF | 496.55K | SH | $51.77M 2.21% | 0.00 | 0.00 | 496.55K |
ISHARES INCSOLE | CORE MSCI EMKT | 852.36K | SH | $51.18M 2.18% | 0.00 | 0.00 | 852.36K |
META PLATFORMS INCSOLE | CL A | 46.99K | SH | $34.43M 1.47% | 0.00 | 0.00 | 46.99K |
AMAZON COM INCSOLE | COM | 153.74K | SH | $34.21M 1.46% | 0.00 | 0.00 | 153.74K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 529.68K | SH | $26.10M 1.11% | 0.00 | 0.00 | 529.68K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE SMCAP ETF | 184.52K | SH | $24.94M 1.06% | 0.00 | 0.00 | 184.52K |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 970.91K | SH | $21.57M 0.92% | 0.00 | 0.00 | 970.91K |
BROADCOM INCSOLE | COM | 69.26K | SH | $19.25M 0.82% | 0.00 | 0.00 | 69.26K |
ORACLE CORPSOLE | COM | 80.60K | SH | $19.01M 0.81% | 0.00 | 0.00 | 80.60K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 38.19K | SH | $18.29M 0.78% | 0.00 | 0.00 | 38.19K |
ALPHABET INCSOLE | CAP STK CL C | 99.30K | SH | $17.64M 0.75% | 0.00 | 0.00 | 99.30K |
ALPHABET INCSOLE | CAP STK CL A | 96.22K | SH | $17.00M 0.73% | 0.00 | 0.00 | 96.22K |
TESLA INCSOLE | COM | 52.27K | SH | $15.47M 0.66% | 0.00 | 0.00 | 52.27K |
ISHARES TRSOLE | BROAD USD HIGH | 406.46K | SH | $15.16M 0.65% | 0.00 | 0.00 | 406.46K |
Page 1 of 30
…