Filed: 7/13/2026ACC: 0001904274-26-000005
📋 What this filing means
WEDMONT PRIVATE CAPITAL filed this quarterly 13F‑HR report disclosing 949 equity positions with a total reported market value of $3.65B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
949
Positions
$3.65B
Total AUM (reported)
41.15M
Total Shares
Allocation by class
COM$977.61M26.8%
VAN FTSE DEV MKT$374.30M10.3%
TOTAL STK MKT$216.83M5.9%
FTSE EMR MKT ETF$213.91M5.9%
S&P 500 ETF SHS$142.66M3.9%
CORE MSCI EAFE$115.58M3.2%
TOTAL CORP BND$111.57M3.1%
Portfolio Concentration
Top 3$805.03M22.1%
4–10$784.69M21.5%
11–25$573.56M15.7%
Rest$1.48B40.7%
Top 3 weight
22.1%
Top 10 weight
43.6%
Voting Authority Distribution
Total shares with voting rights: 41.15M
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
41.15M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole949
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings949
Rows:
VANGUARD TAX-MANAGED FDS
SOLEShares5.27M
TypeSH
Market value$374.30M
10.27%
Sole
0.00
Shared
0.00
None
5.27M
VANGUARD INDEX FDS
SOLEShares581.80K
TypeSH
Market value$216.83M
5.95%
Sole
0.00
Shared
0.00
None
581.80K
VANGUARD INTL EQUITY INDEX F
SOLEShares3.57M
TypeSH
Market value$213.91M
5.87%
Sole
0.00
Shared
0.00
None
3.57M
VANGUARD INDEX FDS
SOLEShares205.60K
TypeSH
Market value$142.66M
3.91%
Sole
0.00
Shared
0.00
None
205.60K
ISHARES TR
SOLEShares1.19M
TypeSH
Market value$115.58M
3.17%
Sole
0.00
Shared
0.00
None
1.19M
VANGUARD SCOTTSDALE FDS
SOLEShares1.47M
TypeSH
Market value$111.57M
3.06%
Sole
0.00
Shared
0.00
None
1.47M
VANGUARD MUN BD FDS
SOLEShares2.17M
TypeSH
Market value$109.13M
2.99%
Sole
0.00
Shared
0.00
None
2.17M
ISHARES TR
SOLEShares4.67M
TypeSH
Market value$105.52M
2.89%
Sole
0.00
Shared
0.00
None
4.67M
NVIDIA CORPORATION
SOLEShares497.89K
TypeSH
Market value$105.03M
2.88%
Sole
0.00
Shared
0.00
None
497.89K
APPLE INC
SOLEShares301.88K
TypeSH
Market value$95.19M
2.61%
Sole
0.00
Shared
0.00
None
301.88K
ISHARES INC
SOLEShares897.98K
TypeSH
Market value$73.02M
2.00%
Sole
0.00
Shared
0.00
None
897.98K
ALPHABET INC
SOLEShares146.37K
TypeSH
Market value$52.28M
1.43%
Sole
0.00
Shared
0.00
None
146.37K
ISHARES TR
SOLEShares477.49K
TypeSH
Market value$51.10M
1.40%
Sole
0.00
Shared
0.00
None
477.49K
ALPHABET INC
SOLEShares137.31K
TypeSH
Market value$48.75M
1.34%
Sole
0.00
Shared
0.00
None
137.31K
AMAZON COM INC
SOLEShares175.22K
TypeSH
Market value$42.99M
1.18%
Sole
0.00
Shared
0.00
None
175.22K
MICROSOFT CORP
SOLEShares101.96K
TypeSH
Market value$39.27M
1.08%
Sole
0.00
Shared
0.00
None
101.96K
VANGUARD CHARLOTTE FDS
SOLEShares743.51K
TypeSH
Market value$35.75M
0.98%
Sole
0.00
Shared
0.00
None
743.51K
PALANTIR TECHNOLOGIES INC
SOLEShares263.25K
TypeSH
Market value$33.38M
0.92%
Sole
0.00
Shared
0.00
None
263.25K
BROADCOM INC
SOLEShares79.53K
TypeSH
Market value$31.81M
0.87%
Sole
0.00
Shared
0.00
None
79.53K
META PLATFORMS INC
SOLEShares45.38K
TypeSH
Market value$30.37M
0.83%
Sole
0.00
Shared
0.00
None
45.38K
SCHWAB STRATEGIC TR
SOLEShares1.10M
TypeSH
Market value$30.21M
0.83%
Sole
0.00
Shared
0.00
None
1.10M
VANGUARD INTL EQUITY INDEX F
SOLEShares177.62K
TypeSH
Market value$27.47M
0.75%
Sole
0.00
Shared
0.00
None
177.62K
INVESCO QQQ TR
SOLEShares35.90K
TypeSH
Market value$26.04M
0.71%
Sole
0.00
Shared
0.00
None
35.90K
VANGUARD STAR FDS
SOLEShares301.10K
TypeSH
Market value$25.70M
0.70%
Sole
0.00
Shared
0.00
None
301.10K
VANGUARD INTL EQUITY INDEX F
SOLEShares304.74K
TypeSH
Market value$25.45M
0.70%
Sole
0.00
Shared
0.00
None
304.74K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 5.27M | SH | $374.30M 10.27% | 0.00 | 0.00 | 5.27M |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 581.80K | SH | $216.83M 5.95% | 0.00 | 0.00 | 581.80K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 3.57M | SH | $213.91M 5.87% | 0.00 | 0.00 | 3.57M |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 205.60K | SH | $142.66M 3.91% | 0.00 | 0.00 | 205.60K |
ISHARES TRSOLE | CORE MSCI EAFE | 1.19M | SH | $115.58M 3.17% | 0.00 | 0.00 | 1.19M |
VANGUARD SCOTTSDALE FDSSOLE | TOTAL CORP BND | 1.47M | SH | $111.57M 3.06% | 0.00 | 0.00 | 1.47M |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 2.17M | SH | $109.13M 2.99% | 0.00 | 0.00 | 2.17M |
ISHARES TRSOLE | US TREAS BD ETF | 4.67M | SH | $105.52M 2.89% | 0.00 | 0.00 | 4.67M |
NVIDIA CORPORATIONSOLE | COM | 497.89K | SH | $105.03M 2.88% | 0.00 | 0.00 | 497.89K |
APPLE INCSOLE | COM | 301.88K | SH | $95.19M 2.61% | 0.00 | 0.00 | 301.88K |
ISHARES INCSOLE | CORE MSCI EMKT | 897.98K | SH | $73.02M 2.00% | 0.00 | 0.00 | 897.98K |
ALPHABET INCSOLE | CAP STK CL A | 146.37K | SH | $52.28M 1.43% | 0.00 | 0.00 | 146.37K |
ISHARES TRSOLE | NATIONAL MUN ETF | 477.49K | SH | $51.10M 1.40% | 0.00 | 0.00 | 477.49K |
ALPHABET INCSOLE | CAP STK CL C | 137.31K | SH | $48.75M 1.34% | 0.00 | 0.00 | 137.31K |
AMAZON COM INCSOLE | COM | 175.22K | SH | $42.99M 1.18% | 0.00 | 0.00 | 175.22K |
MICROSOFT CORPSOLE | COM | 101.96K | SH | $39.27M 1.08% | 0.00 | 0.00 | 101.96K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 743.51K | SH | $35.75M 0.98% | 0.00 | 0.00 | 743.51K |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 263.25K | SH | $33.38M 0.92% | 0.00 | 0.00 | 263.25K |
BROADCOM INCSOLE | COM | 79.53K | SH | $31.81M 0.87% | 0.00 | 0.00 | 79.53K |
META PLATFORMS INCSOLE | CL A | 45.38K | SH | $30.37M 0.83% | 0.00 | 0.00 | 45.38K |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 1.10M | SH | $30.21M 0.83% | 0.00 | 0.00 | 1.10M |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE SMCAP ETF | 177.62K | SH | $27.47M 0.75% | 0.00 | 0.00 | 177.62K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 35.90K | SH | $26.04M 0.71% | 0.00 | 0.00 | 35.90K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 301.10K | SH | $25.70M 0.70% | 0.00 | 0.00 | 301.10K |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 304.74K | SH | $25.45M 0.70% | 0.00 | 0.00 | 304.74K |
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