Filed: 10/8/2025ACC: 0001904274-25-000007
📋 What this filing means
WEDMONT PRIVATE CAPITAL filed this quarterly 13F‑HR report disclosing 788 equity positions with a total reported market value of $2.69B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
788
Positions
$2.69B
Total AUM (reported)
31.19M
Total Shares
Allocation by class
COM$779.60M29.0%
VAN FTSE DEV MKT$238.89M8.9%
FTSE EMR MKT ETF$154.23M5.7%
TOTAL STK MKT$130.83M4.9%
CL A$117.00M4.3%
S&P 500 ETF SHS$105.17M3.9%
CORE MSCI EAFE$99.44M3.7%
Portfolio Concentration
Top 3$523.95M19.5%
4–10$584.44M21.7%
11–25$510.23M19.0%
Rest$1.07B39.9%
Top 3 weight
19.5%
Top 10 weight
41.2%
Voting Authority Distribution
Total shares with voting rights: 31.19M
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
31.19M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole788
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings788
Rows:
VANGUARD TAX-MANAGED FDS
SOLEShares3.94M
TypeSH
Market value$238.89M
8.87%
Sole
0.00
Shared
0.00
None
3.94M
VANGUARD INTL EQUITY INDEX F
SOLEShares2.82M
TypeSH
Market value$154.23M
5.73%
Sole
0.00
Shared
0.00
None
2.82M
VANGUARD INDEX FDS
SOLEShares396.92K
TypeSH
Market value$130.83M
4.86%
Sole
0.00
Shared
0.00
None
396.92K
VANGUARD INDEX FDS
SOLEShares170.96K
TypeSH
Market value$105.17M
3.91%
Sole
0.00
Shared
0.00
None
170.96K
ISHARES TR
SOLEShares1.13M
TypeSH
Market value$99.44M
3.69%
Sole
0.00
Shared
0.00
None
1.13M
NVIDIA CORPORATION
SOLEShares462.41K
TypeSH
Market value$85.56M
3.18%
Sole
0.00
Shared
0.00
None
462.41K
VANGUARD SCOTTSDALE FDS
SOLEShares1.08M
TypeSH
Market value$84.80M
3.15%
Sole
0.00
Shared
0.00
None
1.08M
ISHARES TR
SOLEShares3.41M
TypeSH
Market value$78.65M
2.92%
Sole
0.00
Shared
0.00
None
3.41M
APPLE INC
SOLEShares275.02K
TypeSH
Market value$70.54M
2.62%
Sole
0.00
Shared
0.00
None
275.02K
VANGUARD MUN BD FDS
SOLEShares1.20M
TypeSH
Market value$60.29M
2.24%
Sole
0.00
Shared
0.00
None
1.20M
MICROSOFT CORP
SOLEShares112.74K
TypeSH
Market value$59.07M
2.19%
Sole
0.00
Shared
0.00
None
112.74K
ISHARES INC
SOLEShares866.63K
TypeSH
Market value$57.83M
2.15%
Sole
0.00
Shared
0.00
None
866.63K
ISHARES TR
SOLEShares497.25K
TypeSH
Market value$52.98M
1.97%
Sole
0.00
Shared
0.00
None
497.25K
PALANTIR TECHNOLOGIES INC
SOLEShares267.54K
TypeSH
Market value$48.74M
1.81%
Sole
0.00
Shared
0.00
None
267.54K
AMAZON COM INC
SOLEShares163.08K
TypeSH
Market value$36.17M
1.34%
Sole
0.00
Shared
0.00
None
163.08K
META PLATFORMS INC
SOLEShares49K
TypeSH
Market value$34.94M
1.30%
Sole
0.00
Shared
0.00
None
49K
VANGUARD CHARLOTTE FDS
SOLEShares559.29K
TypeSH
Market value$27.60M
1.03%
Sole
0.00
Shared
0.00
None
559.29K
VANGUARD INTL EQUITY INDEX F
SOLEShares186.47K
TypeSH
Market value$26.67M
0.99%
Sole
0.00
Shared
0.00
None
186.47K
ALPHABET INC
SOLEShares106.36K
TypeSH
Market value$26.28M
0.98%
Sole
0.00
Shared
0.00
None
106.36K
ALPHABET INC
SOLEShares101.22K
TypeSH
Market value$24.87M
0.92%
Sole
0.00
Shared
0.00
None
101.22K
BROADCOM INC
SOLEShares73.09K
TypeSH
Market value$24.59M
0.91%
Sole
0.00
Shared
0.00
None
73.09K
SCHWAB STRATEGIC TR
SOLEShares1M
TypeSH
Market value$23.58M
0.88%
Sole
0.00
Shared
0.00
None
1M
ORACLE CORP
SOLEShares82.27K
TypeSH
Market value$23.38M
0.87%
Sole
0.00
Shared
0.00
None
82.27K
TESLA INC
SOLEShares53.94K
TypeSH
Market value$23.36M
0.87%
Sole
0.00
Shared
0.00
None
53.94K
BERKSHIRE HATHAWAY INC DEL
SOLEShares40.16K
TypeSH
Market value$20.17M
0.75%
Sole
0.00
Shared
0.00
None
40.16K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 3.94M | SH | $238.89M 8.87% | 0.00 | 0.00 | 3.94M |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 2.82M | SH | $154.23M 5.73% | 0.00 | 0.00 | 2.82M |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 396.92K | SH | $130.83M 4.86% | 0.00 | 0.00 | 396.92K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 170.96K | SH | $105.17M 3.91% | 0.00 | 0.00 | 170.96K |
ISHARES TRSOLE | CORE MSCI EAFE | 1.13M | SH | $99.44M 3.69% | 0.00 | 0.00 | 1.13M |
NVIDIA CORPORATIONSOLE | COM | 462.41K | SH | $85.56M 3.18% | 0.00 | 0.00 | 462.41K |
VANGUARD SCOTTSDALE FDSSOLE | TOTAL CORP BND | 1.08M | SH | $84.80M 3.15% | 0.00 | 0.00 | 1.08M |
ISHARES TRSOLE | US TREAS BD ETF | 3.41M | SH | $78.65M 2.92% | 0.00 | 0.00 | 3.41M |
APPLE INCSOLE | COM | 275.02K | SH | $70.54M 2.62% | 0.00 | 0.00 | 275.02K |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 1.20M | SH | $60.29M 2.24% | 0.00 | 0.00 | 1.20M |
MICROSOFT CORPSOLE | COM | 112.74K | SH | $59.07M 2.19% | 0.00 | 0.00 | 112.74K |
ISHARES INCSOLE | CORE MSCI EMKT | 866.63K | SH | $57.83M 2.15% | 0.00 | 0.00 | 866.63K |
ISHARES TRSOLE | NATIONAL MUN ETF | 497.25K | SH | $52.98M 1.97% | 0.00 | 0.00 | 497.25K |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 267.54K | SH | $48.74M 1.81% | 0.00 | 0.00 | 267.54K |
AMAZON COM INCSOLE | COM | 163.08K | SH | $36.17M 1.34% | 0.00 | 0.00 | 163.08K |
META PLATFORMS INCSOLE | CL A | 49K | SH | $34.94M 1.30% | 0.00 | 0.00 | 49K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 559.29K | SH | $27.60M 1.03% | 0.00 | 0.00 | 559.29K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE SMCAP ETF | 186.47K | SH | $26.67M 0.99% | 0.00 | 0.00 | 186.47K |
ALPHABET INCSOLE | CAP STK CL C | 106.36K | SH | $26.28M 0.98% | 0.00 | 0.00 | 106.36K |
ALPHABET INCSOLE | CAP STK CL A | 101.22K | SH | $24.87M 0.92% | 0.00 | 0.00 | 101.22K |
BROADCOM INCSOLE | COM | 73.09K | SH | $24.59M 0.91% | 0.00 | 0.00 | 73.09K |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 1M | SH | $23.58M 0.88% | 0.00 | 0.00 | 1M |
ORACLE CORPSOLE | COM | 82.27K | SH | $23.38M 0.87% | 0.00 | 0.00 | 82.27K |
TESLA INCSOLE | COM | 53.94K | SH | $23.36M 0.87% | 0.00 | 0.00 | 53.94K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 40.16K | SH | $20.17M 0.75% | 0.00 | 0.00 | 40.16K |
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