Wedmont Private Capital
CIK: 0001904274SEC EDGAR →
Portfolio Value
$2.9B
Holdings
806
As of
Q4 2025
New Positions
63
Closed Positions
45
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD TAX-MANAGED FDS | 4,308,564 | $275.2M | 9.56% |
| 2 | VANGUARD INTL EQUITY INDEX F | 3,027,310 | $167.3M | 5.81% |
| 3 | VANGUARD INDEX FDS | 425,885 | $144.8M | 5.03% |
| 4 | VANGUARD INDEX FDS | 187,783 | $119.1M | 4.14% |
| 5 | ISHARES TR | 1,108,495 | $101.2M | 3.52% |
| 6 | VANGUARD SCOTTSDALE FDS | 1,150,759 | $89.6M | 3.11% |
| 7 | ISHARES TR | 3,825,629 | $88.3M | 3.07% |
| 8 | NVIDIA CORPORATION | 458,227 | $86.7M | 3.01% |
| 9 | APPLE INC | 282,853 | $73.6M | 2.56% |
| 10 | VANGUARD MUN BD FDS | 1,322,300 | $66.8M | 2.32% |
Quarterly Changes
Top Buys
New Positions (64)
$3.3M · 51K shares
$1.5M · 61K shares
$732K · 8K shares
$662K · 6K shares
$616K · 2K shares
$521K · 18K shares
$502K · 21K shares
$456K · 1K shares
$451K · 1K shares
$448K · 4K shares
$446K · 8K shares
$389K · 6K shares
$366K · 6K shares
$357K · 8K shares
$340K · 6K shares
$328K · 7K shares
$325K · 6K shares
$321K · 5K shares
$311K · 2K shares
$298K · 4K shares
$297K · 6K shares
$283K · 4K shares
$280K · 4K shares
$276K · 474 shares
$275K · 1K shares
$269K · 2K shares
$260K · 2K shares
$259K · 3K shares
$255K · 6K shares
$251K · 858 shares
$246K · 1K shares
$243K · 11K shares
$243K · 9K shares
$241K · 2K shares
$239K · 733 shares
$237K · 1K shares
$235K · 2K shares
$233K · 2K shares
$230K · 3K shares
$228K · 2K shares
$226K · 2K shares
$225K · 5K shares
$224K · 3K shares
$223K · 3K shares
$222K · 5K shares
$221K · 3K shares
$221K · 989 shares
$220K · 10K shares
$220K · 2K shares
$220K · 915 shares
$220K · 12K shares
$218K · 620 shares
$217K · 1K shares
$214K · 3K shares
$211K · 3K shares
$211K · 13K shares
$206K · 671 shares
$202K · 2K shares
$202K · 5K shares
$194K · 36K shares
$142K · 31K shares
$100K · 12K shares
$79K · 11K shares
$59K · 11K shares
Closed Positions (46)
$2.1M · 69K shares
$1.1M · 44K shares
$626K · 8K shares
$616K · 12K shares
$450K · 9K shares
$430K · 7K shares
$406K · 7K shares
$379K · 5K shares
$356K · 6K shares
$356K · 6K shares
$353K · 2K shares
$331K · 4K shares
$322K · 8K shares
$312K · 5K shares
$311K · 2K shares
$293K · 885 shares
$284K · 888 shares
$279K · 10K shares
$279K · 9K shares
$275K · 3K shares
$264K · 537 shares
$261K · 272 shares
$253K · 2K shares
$245K · 3K shares
$240K · 5K shares
$239K · 3K shares
$230K · 4K shares
$223K · 2K shares
$222K · 752 shares
$222K · 2K shares
$221K · 3K shares
$219K · 4K shares
$216K · 2K shares
$216K · 10K shares
$215K · 733 shares
$215K · 2K shares
$214K · 2K shares
$207K · 8K shares
$206K · 3K shares
$206K · 1K shares
$206K · 1K shares
$205K · 4K shares
$203K · 2K shares
$201K · 413 shares
$175K · 34K shares
$18K · 12K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 308 | $1.7B | 57.7% |
| Technology | 102 | $412.2M | 14.3% |
| Unknown | 45 | $285.4M | 9.9% |
| Communication Services | 22 | $122.9M | 4.3% |
| Consumer Cyclical | 65 | $110.8M | 3.9% |
| Healthcare | 61 | $91.3M | 3.2% |
| Industrials | 81 | $74.1M | 2.6% |
| Consumer Defensive | 28 | $36.8M | 1.3% |
| Energy | 33 | $33.2M | 1.2% |
| Utilities | 23 | $21.9M | 0.8% |
| Basic Materials | 23 | $19.8M | 0.7% |
| Real Estate | 15 | $8.8M | 0.3% |