Filed: 1/8/2026ACC: 0001904274-26-000002
📋 What this filing means
WEDMONT PRIVATE CAPITAL filed this quarterly 13F‑HR report disclosing 806 equity positions with a total reported market value of $2.88B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
806
Positions
$2.88B
Total AUM (reported)
33.05M
Total Shares
Allocation by class
COM$800.05M27.8%
VAN FTSE DEV MKT$275.23M9.6%
FTSE EMR MKT ETF$167.26M5.8%
TOTAL STK MKT$144.82M5.0%
S&P 500 ETF SHS$119.09M4.1%
CL A$111.69M3.9%
CORE MSCI EAFE$101.21M3.5%
Portfolio Concentration
Top 3$587.31M20.4%
4–10$625.35M21.7%
11–25$518.95M18.0%
Rest$1.15B39.8%
Top 3 weight
20.4%
Top 10 weight
42.1%
Voting Authority Distribution
Total shares with voting rights: 33.05M
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
33.05M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole806
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings806
Rows:
VANGUARD TAX-MANAGED FDS
SOLEShares4.31M
TypeSH
Market value$275.23M
9.56%
Sole
0.00
Shared
0.00
None
4.31M
VANGUARD INTL EQUITY INDEX F
SOLEShares3.03M
TypeSH
Market value$167.26M
5.81%
Sole
0.00
Shared
0.00
None
3.03M
VANGUARD INDEX FDS
SOLEShares425.88K
TypeSH
Market value$144.82M
5.03%
Sole
0.00
Shared
0.00
None
425.88K
VANGUARD INDEX FDS
SOLEShares187.78K
TypeSH
Market value$119.09M
4.14%
Sole
0.00
Shared
0.00
None
187.78K
ISHARES TR
SOLEShares1.11M
TypeSH
Market value$101.21M
3.52%
Sole
0.00
Shared
0.00
None
1.11M
VANGUARD SCOTTSDALE FDS
SOLEShares1.15M
TypeSH
Market value$89.61M
3.11%
Sole
0.00
Shared
0.00
None
1.15M
ISHARES TR
SOLEShares3.83M
TypeSH
Market value$88.31M
3.07%
Sole
0.00
Shared
0.00
None
3.83M
NVIDIA CORPORATION
SOLEShares458.23K
TypeSH
Market value$86.66M
3.01%
Sole
0.00
Shared
0.00
None
458.23K
APPLE INC
SOLEShares282.85K
TypeSH
Market value$73.64M
2.56%
Sole
0.00
Shared
0.00
None
282.85K
VANGUARD MUN BD FDS
SOLEShares1.32M
TypeSH
Market value$66.84M
2.32%
Sole
0.00
Shared
0.00
None
1.32M
ISHARES INC
SOLEShares866.54K
TypeSH
Market value$60.46M
2.10%
Sole
0.00
Shared
0.00
None
866.54K
MICROSOFT CORP
SOLEShares110.32K
TypeSH
Market value$53.34M
1.85%
Sole
0.00
Shared
0.00
None
110.32K
ISHARES TR
SOLEShares465.57K
TypeSH
Market value$50.12M
1.74%
Sole
0.00
Shared
0.00
None
465.57K
PALANTIR TECHNOLOGIES INC
SOLEShares263.47K
TypeSH
Market value$47.87M
1.66%
Sole
0.00
Shared
0.00
None
263.47K
AMAZON COM INC
SOLEShares164.47K
TypeSH
Market value$39.73M
1.38%
Sole
0.00
Shared
0.00
None
164.47K
ALPHABET INC
SOLEShares106.41K
TypeSH
Market value$34.31M
1.19%
Sole
0.00
Shared
0.00
None
106.41K
ALPHABET INC
SOLEShares106.06K
TypeSH
Market value$34.15M
1.19%
Sole
0.00
Shared
0.00
None
106.06K
META PLATFORMS INC
SOLEShares47.05K
TypeSH
Market value$30.52M
1.06%
Sole
0.00
Shared
0.00
None
47.05K
VANGUARD CHARLOTTE FDS
SOLEShares625.65K
TypeSH
Market value$30.36M
1.05%
Sole
0.00
Shared
0.00
None
625.65K
VANGUARD INTL EQUITY INDEX F
SOLEShares186.83K
TypeSH
Market value$27.44M
0.95%
Sole
0.00
Shared
0.00
None
186.83K
BROADCOM INC
SOLEShares77.59K
TypeSH
Market value$26.65M
0.93%
Sole
0.00
Shared
0.00
None
77.59K
SCHWAB STRATEGIC TR
SOLEShares1.04M
TypeSH
Market value$25.49M
0.89%
Sole
0.00
Shared
0.00
None
1.04M
TESLA INC
SOLEShares54.70K
TypeSH
Market value$23.60M
0.82%
Sole
0.00
Shared
0.00
None
54.70K
BERKSHIRE HATHAWAY INC DEL
SOLEShares36.95K
TypeSH
Market value$18.33M
0.64%
Sole
0.00
Shared
0.00
None
36.95K
ISHARES TR
SOLEShares441.91K
TypeSH
Market value$16.58M
0.58%
Sole
0.00
Shared
0.00
None
441.91K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 4.31M | SH | $275.23M 9.56% | 0.00 | 0.00 | 4.31M |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 3.03M | SH | $167.26M 5.81% | 0.00 | 0.00 | 3.03M |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 425.88K | SH | $144.82M 5.03% | 0.00 | 0.00 | 425.88K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 187.78K | SH | $119.09M 4.14% | 0.00 | 0.00 | 187.78K |
ISHARES TRSOLE | CORE MSCI EAFE | 1.11M | SH | $101.21M 3.52% | 0.00 | 0.00 | 1.11M |
VANGUARD SCOTTSDALE FDSSOLE | TOTAL CORP BND | 1.15M | SH | $89.61M 3.11% | 0.00 | 0.00 | 1.15M |
ISHARES TRSOLE | US TREAS BD ETF | 3.83M | SH | $88.31M 3.07% | 0.00 | 0.00 | 3.83M |
NVIDIA CORPORATIONSOLE | COM | 458.23K | SH | $86.66M 3.01% | 0.00 | 0.00 | 458.23K |
APPLE INCSOLE | COM | 282.85K | SH | $73.64M 2.56% | 0.00 | 0.00 | 282.85K |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 1.32M | SH | $66.84M 2.32% | 0.00 | 0.00 | 1.32M |
ISHARES INCSOLE | CORE MSCI EMKT | 866.54K | SH | $60.46M 2.10% | 0.00 | 0.00 | 866.54K |
MICROSOFT CORPSOLE | COM | 110.32K | SH | $53.34M 1.85% | 0.00 | 0.00 | 110.32K |
ISHARES TRSOLE | NATIONAL MUN ETF | 465.57K | SH | $50.12M 1.74% | 0.00 | 0.00 | 465.57K |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 263.47K | SH | $47.87M 1.66% | 0.00 | 0.00 | 263.47K |
AMAZON COM INCSOLE | COM | 164.47K | SH | $39.73M 1.38% | 0.00 | 0.00 | 164.47K |
ALPHABET INCSOLE | CAP STK CL C | 106.41K | SH | $34.31M 1.19% | 0.00 | 0.00 | 106.41K |
ALPHABET INCSOLE | CAP STK CL A | 106.06K | SH | $34.15M 1.19% | 0.00 | 0.00 | 106.06K |
META PLATFORMS INCSOLE | CL A | 47.05K | SH | $30.52M 1.06% | 0.00 | 0.00 | 47.05K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 625.65K | SH | $30.36M 1.05% | 0.00 | 0.00 | 625.65K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE SMCAP ETF | 186.83K | SH | $27.44M 0.95% | 0.00 | 0.00 | 186.83K |
BROADCOM INCSOLE | COM | 77.59K | SH | $26.65M 0.93% | 0.00 | 0.00 | 77.59K |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 1.04M | SH | $25.49M 0.89% | 0.00 | 0.00 | 1.04M |
TESLA INCSOLE | COM | 54.70K | SH | $23.60M 0.82% | 0.00 | 0.00 | 54.70K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 36.95K | SH | $18.33M 0.64% | 0.00 | 0.00 | 36.95K |
ISHARES TRSOLE | BROAD USD HIGH | 441.91K | SH | $16.58M 0.58% | 0.00 | 0.00 | 441.91K |
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