Filed: 4/9/2026ACC: 0001904274-26-000004
📋 What this filing means
WEDMONT PRIVATE CAPITAL filed this quarterly 13F‑HR report disclosing 838 equity positions with a total reported market value of $3.10B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
838
Positions
$3.10B
Total AUM (reported)
35.94M
Total Shares
Allocation by class
COM$812.78M26.2%
VAN FTSE DEV MKT$321.52M10.4%
FTSE EMR MKT ETF$185.37M6.0%
TOTAL STK MKT$158.60M5.1%
S&P 500 ETF SHS$120.58M3.9%
CORE MSCI EAFE$110.52M3.6%
TOTAL CORP BND$104.50M3.4%
Portfolio Concentration
Top 3$665.49M21.5%
4–10$671.58M21.7%
11–25$533.68M17.2%
Rest$1.23B39.7%
Top 3 weight
21.5%
Top 10 weight
43.1%
Voting Authority Distribution
Total shares with voting rights: 35.94M
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
35.94M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole838
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings838
Rows:
VANGUARD TAX-MANAGED FDS
SOLEShares4.74M
TypeSH
Market value$321.52M
10.37%
Sole
0.00
Shared
0.00
None
4.74M
VANGUARD INTL EQUITY INDEX F
SOLEShares3.28M
TypeSH
Market value$185.37M
5.98%
Sole
0.00
Shared
0.00
None
3.28M
VANGUARD INDEX FDS
SOLEShares475.27K
TypeSH
Market value$158.60M
5.11%
Sole
0.00
Shared
0.00
None
475.27K
VANGUARD INDEX FDS
SOLEShares194.07K
TypeSH
Market value$120.58M
3.89%
Sole
0.00
Shared
0.00
None
194.07K
ISHARES TR
SOLEShares1.16M
TypeSH
Market value$110.52M
3.56%
Sole
0.00
Shared
0.00
None
1.16M
VANGUARD SCOTTSDALE FDS
SOLEShares1.36M
TypeSH
Market value$104.50M
3.37%
Sole
0.00
Shared
0.00
None
1.36M
ISHARES TR
SOLEShares4.37M
TypeSH
Market value$100.10M
3.23%
Sole
0.00
Shared
0.00
None
4.37M
NVIDIA CORPORATION
SOLEShares452.53K
TypeSH
Market value$82.40M
2.66%
Sole
0.00
Shared
0.00
None
452.53K
VANGUARD MUN BD FDS
SOLEShares1.59M
TypeSH
Market value$79.60M
2.57%
Sole
0.00
Shared
0.00
None
1.59M
APPLE INC
SOLEShares285.37K
TypeSH
Market value$73.88M
2.38%
Sole
0.00
Shared
0.00
None
285.37K
ISHARES INC
SOLEShares896.14K
TypeSH
Market value$66.44M
2.14%
Sole
0.00
Shared
0.00
None
896.14K
ISHARES TR
SOLEShares472.47K
TypeSH
Market value$50.44M
1.63%
Sole
0.00
Shared
0.00
None
472.47K
ALPHABET INC
SOLEShares159.60K
TypeSH
Market value$50.23M
1.62%
Sole
0.00
Shared
0.00
None
159.60K
ALPHABET INC
SOLEShares148.34K
TypeSH
Market value$47.07M
1.52%
Sole
0.00
Shared
0.00
None
148.34K
MICROSOFT CORP
SOLEShares106.22K
TypeSH
Market value$39.76M
1.28%
Sole
0.00
Shared
0.00
None
106.22K
AMAZON COM INC
SOLEShares169.40K
TypeSH
Market value$37.48M
1.21%
Sole
0.00
Shared
0.00
None
169.40K
PALANTIR TECHNOLOGIES INC
SOLEShares265.37K
TypeSH
Market value$37.35M
1.20%
Sole
0.00
Shared
0.00
None
265.37K
VANGUARD CHARLOTTE FDS
SOLEShares682.43K
TypeSH
Market value$32.95M
1.06%
Sole
0.00
Shared
0.00
None
682.43K
META PLATFORMS INC
SOLEShares47.59K
TypeSH
Market value$29.15M
0.94%
Sole
0.00
Shared
0.00
None
47.59K
VANGUARD INTL EQUITY INDEX F
SOLEShares180.87K
TypeSH
Market value$27.77M
0.90%
Sole
0.00
Shared
0.00
None
180.87K
SCHWAB STRATEGIC TR
SOLEShares1.04M
TypeSH
Market value$27.14M
0.88%
Sole
0.00
Shared
0.00
None
1.04M
BROADCOM INC
SOLEShares76.63K
TypeSH
Market value$26.87M
0.87%
Sole
0.00
Shared
0.00
None
76.63K
INVESCO QQQ TR
SOLEShares36.98K
TypeSH
Market value$22.41M
0.72%
Sole
0.00
Shared
0.00
None
36.98K
VANGUARD CALIF TAX FREE FDS
SOLEShares194.62K
TypeSH
Market value$19.41M
0.63%
Sole
0.00
Shared
0.00
None
194.62K
TESLA INC
SOLEShares55.95K
TypeSH
Market value$19.20M
0.62%
Sole
0.00
Shared
0.00
None
55.95K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 4.74M | SH | $321.52M 10.37% | 0.00 | 0.00 | 4.74M |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 3.28M | SH | $185.37M 5.98% | 0.00 | 0.00 | 3.28M |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 475.27K | SH | $158.60M 5.11% | 0.00 | 0.00 | 475.27K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 194.07K | SH | $120.58M 3.89% | 0.00 | 0.00 | 194.07K |
ISHARES TRSOLE | CORE MSCI EAFE | 1.16M | SH | $110.52M 3.56% | 0.00 | 0.00 | 1.16M |
VANGUARD SCOTTSDALE FDSSOLE | TOTAL CORP BND | 1.36M | SH | $104.50M 3.37% | 0.00 | 0.00 | 1.36M |
ISHARES TRSOLE | US TREAS BD ETF | 4.37M | SH | $100.10M 3.23% | 0.00 | 0.00 | 4.37M |
NVIDIA CORPORATIONSOLE | COM | 452.53K | SH | $82.40M 2.66% | 0.00 | 0.00 | 452.53K |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 1.59M | SH | $79.60M 2.57% | 0.00 | 0.00 | 1.59M |
APPLE INCSOLE | COM | 285.37K | SH | $73.88M 2.38% | 0.00 | 0.00 | 285.37K |
ISHARES INCSOLE | CORE MSCI EMKT | 896.14K | SH | $66.44M 2.14% | 0.00 | 0.00 | 896.14K |
ISHARES TRSOLE | NATIONAL MUN ETF | 472.47K | SH | $50.44M 1.63% | 0.00 | 0.00 | 472.47K |
ALPHABET INCSOLE | CAP STK CL C | 159.60K | SH | $50.23M 1.62% | 0.00 | 0.00 | 159.60K |
ALPHABET INCSOLE | CAP STK CL A | 148.34K | SH | $47.07M 1.52% | 0.00 | 0.00 | 148.34K |
MICROSOFT CORPSOLE | COM | 106.22K | SH | $39.76M 1.28% | 0.00 | 0.00 | 106.22K |
AMAZON COM INCSOLE | COM | 169.40K | SH | $37.48M 1.21% | 0.00 | 0.00 | 169.40K |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 265.37K | SH | $37.35M 1.20% | 0.00 | 0.00 | 265.37K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 682.43K | SH | $32.95M 1.06% | 0.00 | 0.00 | 682.43K |
META PLATFORMS INCSOLE | CL A | 47.59K | SH | $29.15M 0.94% | 0.00 | 0.00 | 47.59K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE SMCAP ETF | 180.87K | SH | $27.77M 0.90% | 0.00 | 0.00 | 180.87K |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 1.04M | SH | $27.14M 0.88% | 0.00 | 0.00 | 1.04M |
BROADCOM INCSOLE | COM | 76.63K | SH | $26.87M 0.87% | 0.00 | 0.00 | 76.63K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 36.98K | SH | $22.41M 0.72% | 0.00 | 0.00 | 36.98K |
VANGUARD CALIF TAX FREE FDSSOLE | TAX EXEMPT BD FD | 194.62K | SH | $19.41M 0.63% | 0.00 | 0.00 | 194.62K |
TESLA INCSOLE | COM | 55.95K | SH | $19.20M 0.62% | 0.00 | 0.00 | 55.95K |
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