EdgeMarket › What Wedmont Private Capital reported owning
What Wedmont Private Capital reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
3.1BPositions
838Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| VEA Vanguard FTSE Developed Markets ETF | 321.5M | 10.4% | 4.7M | 73.42 | +24.7% |
| VWO Vanguard FTSE Emerging Markets ETF | 185.4M | 6.0% | 3.3M | 60.45 | +17.7% |
| VTI Vanguard Morningstar Total Stock Market ETF | 158.6M | 5.1% | 475.3K | 378.24 | +20.5% |
| VOO Vanguard S&P 500 ETF | 120.6M | 3.9% | 194.1K | 703.71 | +20.0% |
| IEFA iShares Core MSCI EAFE ETF | 110.5M | 3.6% | 1.2M | 100.85 | +16.8% |
| VTC Vanguard Total Corporate Bond ETF | 104.5M | 3.4% | 1.4M | 75.08 | -3.0% |
| GOVT iShares U.S. Treasury Bond ETF | 100.1M | 3.2% | 4.4M | 22.45 | -2.0% |
| NVDA NVIDIA CORP | 82.4M | 2.7% | 452.5K | 214.72 | +22.4% |
| VTEB Vanguard Tax-Exempt Bond ETF | 79.6M | 2.6% | 1.6M | 49.54 | +1.4% |
| AAPL Apple Inc. | 73.9M | 2.4% | 285.4K | 309.35 | +36.9% |
| IEMG iShares Core MSCI Emerging Markets ETF | 66.4M | 2.1% | 896.1K | 81.57 | +31.9% |
| MUB iShares National Muni Bond ETF | 50.4M | 1.6% | 472.5K | 105.34 | +1.2% |
| GOOG Alphabet Inc. | 50.2M | 1.6% | 159.6K | 341.75 | +70.7% |
| GOOGL Alphabet Inc. | 47.1M | 1.5% | 148.3K | 344.82 | +73.0% |
| MSFT MICROSOFT CORP | 39.8M | 1.3% | 106.2K | 483.24 | -4.4% |
| AMZN AMAZON COM INC | 37.5M | 1.2% | 169.4K | 258.63 | +15.6% |
| PLTR Palantir Technologies Inc. | 37.4M | 1.2% | 265.4K | 179.94 | +15.3% |
| BNDX Vanguard Total International Bond ETF | 32.9M | 1.1% | 682.4K | 47.65 | -3.3% |
| META Meta Platforms, Inc. | 29.1M | 0.9% | 47.6K | 549.90 | -26.5% |
| VSS Vanguard FTSE All-Wld ex-US SmCp Idx ETF | 27.8M | 0.9% | 180.9K | 160.06 | +15.9% |
| SCHF Schwab International Equity ETF | 27.1M | 0.9% | 1.0M | 28.46 | +24.7% |
| AVGO Broadcom Inc. | 26.9M | 0.9% | 76.6K | 368.45 | +26.5% |
| QQQ INVESCO QQQ TRUST, SERIES 1 | 22.4M | 0.7% | 37.0K | 713.44 | +26.1% |
| VTEC Vanguard California Tax-Exempt Bond ETF | 19.4M | 0.6% | 194.6K | 98.55 | +1.4% |
| TSLA Tesla, Inc. | 19.2M | 0.6% | 56.0K | 362.86 | +12.0% |
| unmapped CUSIP 084670702 | 17.9M | 0.6% | 37.4K | — | — |
| USHY iShares Broad USD High Yield Corporate Bond ET | 17.9M | 0.6% | 482.7K | 36.84 | -1.4% |
| VO Vanguard Morningstar Mid-Cap ETF | 17.6M | 0.6% | 59.1K | 82.97 | +15.9% |
| VB Vanguard Morningstar Small-Cap ETF | 16.4M | 0.5% | 60.1K | 304.76 | +24.4% |
| JPM JPMORGAN CHASE & CO | 15.6M | 0.5% | 50.6K | 351.58 | +20.3% |
| SPY SPDR S&P 500 ETF TRUST | 15.1M | 0.5% | 22.3K | 765.72 | +20.0% |
| VEU Vanguard FTSE All World Ex US ETF | 15.0M | 0.5% | 189.6K | 85.69 | +23.3% |
| LLY ELI LILLY & Co | 14.1M | 0.5% | 14.8K | 1,255.40 | +78.0% |
| SCHB Schwab U.S. Broad Market ETF | 14.1M | 0.5% | 540.0K | 29.61 | +20.4% |
| VYMI Vanguard International High Dividend Yield ETF | 13.6M | 0.4% | 138.0K | 105.25 | +24.5% |
| GEV GE Vernova Inc. | 12.9M | 0.4% | 13.7K | 956.85 | +58.3% |
| SCMB Schwab Municipal Bond ETF | 12.7M | 0.4% | 494.1K | 25.29 | +0.7% |
| VTV Vanguard Morningstar Value ETF | 12.3M | 0.4% | 61.1K | 226.40 | +24.6% |
| WFC WELLS FARGO & COMPANY/MN | 12.2M | 0.4% | 144.4K | 83.84 | +7.3% |
| VV Vanguard Morningstar Large-Cap ETF | 12.1M | 0.4% | 39.0K | 352.60 | +19.8% |
| VXUS Vanguard Total International Stock ETF | 11.8M | 0.4% | 144.8K | 87.71 | +22.7% |
| VIGI Vanguard International Dividend Appreciation E | 11.7M | 0.4% | 127.7K | 98.61 | +9.6% |
| AVDV Avantis International Small Cap Value ETF | 11.7M | 0.4% | 110.9K | 111.95 | +32.8% |
| IVV iShares Core S&P 500 ETF | 11.0M | 0.4% | 16.1K | 769.31 | +20.0% |
| AVUS Avantis U.S. Equity ETF | 10.6M | 0.3% | 92.0K | 130.59 | +25.1% |
| NFLX NETFLIX INC | 10.6M | 0.3% | 106.6K | 79.59 | -34.4% |
| XOM ExxonMobil Holdings Corp | 10.6M | 0.3% | 67.7K | 165.11 | +52.1% |
| VGT Vanguard Information Tech ETF | 9.8M | 0.3% | 13.2K | 118.42 | +38.5% |
| WMT Walmart Inc. | 9.8M | 0.3% | 76.7K | 103.70 | +1.1% |
| ORCL ORACLE CORP | 9.3M | 0.3% | 65.0K | 146.47 | -37.7% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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