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Wedmont Private Capital Top Holdings and 13F Report (2026)

About Wedmont Private Capital

Investment Activity

  • Wedmont Private Capital has $4.18 billion in total holdings as of September 30, 2026.
  • Wedmont Private Capital owns shares of 1,002 different stocks, but just 107 companies or ETFs make up 80% of its holdings.
  • Approximately 15.71% of the portfolio was purchased this quarter.
  • About 3.22% of the portfolio was sold this quarter.
  • This quarter, Wedmont Private Capital has purchased 949 new stocks and bought additional shares in 650 stocks.
  • Wedmont Private Capital sold shares of 152 stocks and completely divested from 83 stocks this quarter.

Largest New Holdings this Quarter

84615Q103 - SPACE EXPLORATION TECHN CORP
$20,612,047 Holding
30233Q108 - EXXONMOBIL HOLDINGS CORP
$13,916,739 Holding
922907688 - VANGUARD MUN BD FDS
$10,705,394 Holding
922907738 - VANGUARD MUN BD FDS
$9,737,451 Holding
25239Y170 - DFA INVT DIMENSIONS GROUP IN
$2,119,947 Holding

Largest Purchases this Quarter

iShares National Muni Bond ETF
757,882 shares (about $76.35M)
Vanguard FTSE Developed Markets ETF
552,116 shares (about $38.57M)
Vanguard Total Stock Market ETF
98,229 shares (about $37.28M)
NVIDIA
128,477 shares (about $29.61M)
Microsoft
45,065 shares (about $23.55M)

Largest Sales this Quarter

Vanguard Tax-Exempt Bond ETF
1,253,382 shares (about $59.07M)
Vanguard Total Corporate Bond ETF
52,260 shares (about $3.81M)
Vanguard Short-Term Treasury ETF
27,421 shares (about $1.58M)
VANGUARD INSTL INDEX FD
19,528 shares (about $1.48M)
iShares Semiconductor ETF
2,468 shares (about $1.39M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofWedmont Private Capital

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$406,909,229$38,570,825 ▲10.5%5,824,6389.7%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$258,111,282$37,283,778 ▲16.9%680,0286.2%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$227,644,865$16,559,170 ▲7.8%3,851,8595.4%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$148,701,847$2,459,610 ▲1.7%209,0623.6%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$144,365,054$29,611,376 ▲25.8%626,3673.5%Technology
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$124,451,262$76,349,025 ▲158.7%1,235,3713.0%ETF
Apple Inc. stock logo
AAPL
Apple
$115,555,096$12,790,246 ▲12.4%339,4492.8%Technology
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$115,531,454$1,553,477 ▲1.4%1,205,0852.8%ETF
iShares U.S. Treasury Bond ETF stock logo
GOVT
iShares U.S. Treasury Bond ETF
$112,635,027$10,409,498 ▲10.2%5,147,8532.7%ETF
Vanguard Total Corporate Bond ETF stock logo
VTC
Vanguard Total Corporate Bond ETF
$103,335,294$3,809,753 ▼-3.6%1,417,4942.5%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$81,425,365$9,137,879 ▲12.6%1,011,4951.9%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$76,837,705$23,551,397 ▲44.2%147,0271.8%Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$61,039,754$13,688,501 ▲28.9%176,9991.5%Communication Services
Alphabet Inc. stock logo
GOOGL
Alphabet
$55,540,906$4,563,307 ▲9.0%159,4671.3%Communication Services
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$54,173,260$9,655,813 ▲21.7%213,2301.3%Consumer Discretionary
PALANTIR TECHNOLOGIES INC
$51,709,039$619,995 ▼-1.2%260,1321.2%CL A
Meta Platforms, Inc. stock logo
META
Meta Platforms
$47,287,761$14,571,430 ▲44.5%65,5961.1%Communication Services
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$43,103,962$59,071,887 ▼-57.8%914,5761.0%ETF
Vanguard Total International Bond ETF stock logo
BNDX
Vanguard Total International Bond ETF
$37,280,315$2,387,283 ▲6.8%794,3810.9%ETF
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$36,186,537$10,864,203 ▲42.9%430,2800.9%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$34,216,665$5,576,428 ▲19.5%95,0090.8%Technology
Invesco QQQ stock logo
QQQ
Invesco QQQ
$29,895,437$3,061,311 ▲11.4%39,9900.7%ETF
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$29,648,399$53,394 ▼-0.2%1,094,4410.7%ETF
Vanguard FTSE All-World ex-US Small-Cap ETF stock logo
VSS
Vanguard FTSE All-World ex-US Small-Cap ETF
$26,606,191$677,728 ▼-2.5%173,2060.6%ETF
Vanguard FTSE All-World ex-US ETF stock logo
VEU
Vanguard FTSE All-World ex-US ETF
$25,281,742$238,157 ▲1.0%307,6390.6%ETF
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$24,961,139$19,330,272 ▲343.3%318,0570.6%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$23,252,178$3,144,479 ▲15.6%45,4990.6%Finance
Tesla, Inc. stock logo
TSLA
Tesla
$23,163,171$2,044,515 ▲9.7%61,7680.6%Consumer Discretionary
VANGUARD CALIF TAX FREE FDS
$23,140,715$181,685 ▲0.8%246,0730.6%TAX EXEMPT BD FD
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$22,479,097$4,578,873 ▲25.6%67,8270.5%Finance
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$22,039,340$3,250,402 ▲17.3%18,8430.5%Healthcare
iShares Broad USD High Yield Corporate Bond ETF stock logo
USHY
iShares Broad USD High Yield Corporate Bond ETF
$21,424,558$2,466,958 ▲13.0%600,8010.5%ETF
Micron Technology, Inc. stock logo
MU
Micron Technology
$21,096,546$3,090,887 ▲17.2%20,3670.5%Technology
SPACE EXPLORATION TECHN CORP
$20,612,047$20,612,047 ▲New Holding128,3680.5%CLASS A COM STK
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$20,078,813$983,696 ▲5.2%249,7360.5%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$18,875,649$10,853,951 ▲135.3%258,4640.5%ETF
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$18,755,088$1,251,291 ▲7.1%30,2170.4%Technology
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$18,389,361$352,912 ▲2.0%23,7610.4%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$18,257,998$939,405 ▲5.4%63,4770.4%ETF
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$17,223,522$2,270,901 ▲15.2%135,3520.4%ETF
Vanguard Total World Stock ETF stock logo
VT
Vanguard Total World Stock ETF
$16,947,545$5,917,434 ▲53.6%106,7700.4%ETF
Visa Inc. stock logo
V
Visa
$16,141,442$3,152,368 ▲24.3%43,0320.4%Finance
Schwab US Broad Market ETF stock logo
SCHB
Schwab US Broad Market ETF
$16,055,787$535 ▲0.0%540,0530.4%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$14,757,589$1,483,065 ▲11.2%18,9860.4%ETF
GE VERNOVA INC
$14,457,157$421,713 ▲3.0%14,4670.3%COM
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$14,222,003$343,899 ▲2.5%39,8250.3%ETF
Avantis International Small Cap Value ETF stock logo
AVDV
Avantis International Small Cap Value ETF
$14,205,798$184,417 ▲1.3%131,8770.3%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$13,980,257$612,325 ▲4.6%63,6540.3%ETF
EXXONMOBIL HOLDINGS CORP
$13,916,739$13,916,739 ▲New Holding82,5920.3%COM SHS
Vanguard International High Dividend Yield ETF stock logo
VYMI
Vanguard International High Dividend Yield ETF
$13,646,969$239,944 ▼-1.7%136,3880.3%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$13,402,895$1,489,604 ▲12.5%49,1990.3%Healthcare
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$13,108,384$450,180 ▲3.6%159,8000.3%Finance
iShares California Muni Bond ETF stock logo
CMF
iShares California Muni Bond ETF
$13,101,814$5,431,000 ▲70.8%242,6260.3%ETF
Avantis U.S. Equity ETF stock logo
AVUS
Avantis U.S. Equity ETF
$12,636,537$295,497 ▲2.4%97,1590.3%ETF
Avantis U.S. Small Cap Value ETF stock logo
AVUV
Avantis U.S. Small Cap Value ETF
$11,868,854$326,033 ▲2.8%98,8000.3%ETF
Schwab Municipal Bond ETF stock logo
SCMB
Schwab Municipal Bond ETF
$11,296,621$562,451 ▼-4.7%471,0850.3%ETF
VANGUARD MUN BD FDS
$10,705,394$10,705,394 ▲New Holding112,2390.3%LONG TERM TAX EX
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$10,673,707$1,940,021 ▲22.2%41,6160.3%Healthcare
Vanguard International Dividend Appreciation ETF stock logo
VIGI
Vanguard International Dividend Appreciation ETF
$10,201,847$496,316 ▼-4.6%108,6340.2%ETF
WALMART INC
$10,087,302$1,150,159 ▲12.9%91,2380.2%COM
VANGUARD MUN BD FDS
$9,737,451$9,737,451 ▲New Holding102,2090.2%INTERMEDIATE TRM
Schwab Emerging Markets Equity ETF stock logo
SCHE
Schwab Emerging Markets Equity ETF
$9,427,083$101,958 ▼-1.1%259,6280.2%ETF
Oracle Corporation stock logo
ORCL
Oracle
$9,142,442$312,225 ▲3.5%67,3770.2%Technology
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$8,985,235$973,909 ▲12.2%98,4040.2%ETF
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$8,944,878$1,438,497 ▲19.2%53,0600.2%ETF
Philip Morris International Inc. stock logo
PM
Philip Morris International
$8,640,583$1,313,280 ▲17.9%43,0950.2%Consumer Staples
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$8,544,990$2,328,258 ▲37.5%74,3750.2%Technology
iShares Core MSCI International Developed Markets ETF stock logo
IDEV
iShares Core MSCI International Developed Markets ETF
$8,469,5910.0%95,6370.2%ETF
Caterpillar Inc. stock logo
CAT
Caterpillar
$8,393,774$422,754 ▲5.3%10,5430.2%Industrials
Netflix, Inc. stock logo
NFLX
Netflix
$8,362,386$714,197 ▲9.3%116,8420.2%Communication Services
Vanguard Extended Market ETF stock logo
VXF
Vanguard Extended Market ETF
$7,928,202$6,994 ▲0.1%34,0080.2%ETF
Newmont Corporation stock logo
NEM
Newmont
$7,922,748$380,388 ▲5.0%68,5660.2%Materials
Mastercard Incorporated stock logo
MA
Mastercard
$7,849,664$1,405,318 ▲21.8%13,6570.2%Finance
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$7,749,013$386,065 ▲5.2%233,7560.2%ETF
Revolution Medicines, Inc. stock logo
RVMD
Revolution Medicines
$7,701,068$123,407 ▲1.6%40,9370.2%Healthcare
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$7,461,123$427,529 ▲6.1%14,6420.2%Technology
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$7,442,582$921,435 ▲14.1%7,8510.2%Consumer Staples
Invesco S&P 500 Momentum ETF stock logo
SPMO
Invesco S&P 500 Momentum ETF
$7,357,548$517,232 ▲7.6%48,7770.2%ETF
LAM RESEARCH CORP
$7,166,540$1,481,782 ▲26.1%22,3540.2%COM NEW
Coca-Cola Company (The) stock logo
KO
Coca-Cola
$7,064,046$999,871 ▲16.5%80,4840.2%Consumer Staples
Schwab International Small-Cap Equity ETF stock logo
SCHC
Schwab International Small-Cap Equity ETF
$7,050,712$149,388 ▼-2.1%143,7160.2%ETF
GE Aerospace stock logo
GE
GE Aerospace
$6,976,232$1,070,915 ▲18.1%22,8260.2%Industrials
iShares Short-Term National Muni Bond ETF stock logo
SUB
iShares Short-Term National Muni Bond ETF
$6,936,576$37,764 ▲0.5%66,3090.2%ETF
Avantis Emerging Markets Equity ETF stock logo
AVEM
Avantis Emerging Markets Equity ETF
$6,761,338$298,556 ▲4.6%72,5150.2%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$6,760,478$427,545 ▲6.8%28,4780.2%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$6,654,428$410,555 ▲6.6%48,4630.2%ETF
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$6,639,731$1,395,376 ▲26.6%7,5230.2%Finance
Chevron Corporation stock logo
CVX
Chevron
$6,374,160$1,859,086 ▲41.2%30,1310.2%Energy
Avantis International Equity ETF stock logo
AVDE
Avantis International Equity ETF
$6,368,100$66,603 ▲1.1%71,3270.2%ETF
CrowdStrike stock logo
CRWD
CrowdStrike
$6,236,493$1,511,781 ▲32.0%23,7120.1%Technology
iShares New York Muni Bond ETF stock logo
NYF
iShares New York Muni Bond ETF
$6,157,732$1,397,812 ▲29.4%122,2990.1%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$5,775,981$939,655 ▲19.4%29,2040.1%ETF
Analog Devices, Inc. stock logo
ADI
Analog Devices
$5,761,576$358,018 ▲6.6%14,1940.1%Technology
ARISTA NETWORKS INC
$5,742,603$741,981 ▲14.8%27,2200.1%COM SHS
RTX Corporation stock logo
RTX
RTX
$5,621,782$1,593,453 ▲39.6%30,5000.1%Industrials
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$5,614,283$1,586,385 ▲39.4%39,4320.1%Healthcare
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$5,499,544$1,862,645 ▲51.2%12,0080.1%Technology
Intel Corporation stock logo
INTC
Intel
$5,480,766$2,011,813 ▲58.0%51,1840.1%Technology
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$5,420,539$536,749 ▲11.0%14,6130.1%Healthcare
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$5,368,174$766,882 ▲16.7%70.1%Finance

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