Wedmont Private Capital Top Holdings and 13F Report (2026) About Wedmont Private CapitalInvestment ActivityWedmont Private Capital has $3.10 billion in total holdings as of March 31, 2026.Wedmont Private Capital owns shares of 838 different stocks, but just 101 companies or ETFs make up 80% of its holdings.Approximately 9.07% of the portfolio was purchased this quarter.About 1.70% of the portfolio was sold this quarter.This quarter, Wedmont Private Capital has purchased 806 new stocks and bought additional shares in 470 stocks.Wedmont Private Capital sold shares of 231 stocks and completely divested from 57 stocks this quarter.Largest Holdings Vanguard FTSE Developed Markets ETF $321,519,396Vanguard FTSE Emerging Markets ETF $185,368,740Vanguard Total Stock Market ETF $158,599,153Vanguard S&P 500 ETF $120,582,244iShares Core MSCI EAFE ETF $110,520,401 Largest New Holdings this Quarter 433313103 - HINGE HEALTH INC $5,104,172 HoldingG0593M107 - AstraZeneca $1,192,528 Holding46137V308 - Invesco BuyBack Achievers ETF $959,598 Holding921935870 - Vanguard Short-Term Tax-Exempt Bond ETF $804,299 Holding72348N109 - PINNACLE FINL PARTNERS INC $792,166 Holding Largest Purchases this Quarter Vanguard FTSE Developed Markets ETF 432,212 shares (about $29.31M)Alphabet 53,192 shares (about $16.74M)Vanguard Total Stock Market ETF 49,390 shares (about $16.48M)Vanguard Total Corporate Bond ETF 205,526 shares (about $15.84M)Vanguard FTSE Emerging Markets ETF 253,553 shares (about $14.33M) Largest Sales this Quarter Oracle 19,239 shares (about $2.76M)LAM RESEARCH CORP 8,522 shares (about $2.10M)Microsoft 4,096 shares (about $1.53M)iShares Gold Trust Micro 26,496 shares (about $1.25M)Wells Fargo & Company 14,286 shares (about $1.21M) Sector Allocation Over TimeMap of 500 Largest Holdings ofWedmont Private Capital Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVEAVanguard FTSE Developed Markets ETF$321,519,396$29,312,615 ▲10.0%4,740,77610.4%ETFVWOVanguard FTSE Emerging Markets ETF$185,368,740$14,325,743 ▲8.4%3,280,8636.0%ETFVTIVanguard Total Stock Market ETF$158,599,153$16,481,431 ▲11.6%475,2755.1%ETFVOOVanguard S&P 500 ETF$120,582,244$3,905,123 ▲3.3%194,0683.9%ETFIEFAiShares Core MSCI EAFE ETF$110,520,401$4,747,813 ▲4.5%1,158,2523.6%ETFVTCVanguard Total Corporate Bond ETF$104,497,825$15,835,182 ▲17.9%1,356,2853.4%ETFGOVTiShares U.S. Treasury Bond ETF$100,104,041$12,478,003 ▲14.2%4,370,4013.2%ETFNVDANVIDIA$82,397,211$1,036,764 ▼-1.2%452,5332.7%Computer and TechnologyVTEBVanguard Tax-Exempt Bond ETF$79,595,773$13,308,865 ▲20.1%1,587,7872.6%ETFAAPLApple$73,882,753$652,169 ▲0.9%285,3722.4%Computer and TechnologyIEMGiShares Core MSCI Emerging Markets ETF$66,439,783$2,194,839 ▲3.4%896,1402.1%ETFMUBiShares National Muni Bond ETF$50,441,232$736,751 ▲1.5%472,4731.6%ETFGOOGAlphabet$50,234,173$16,741,682 ▲50.0%159,6051.6%Computer and TechnologyGOOGLAlphabet$47,072,386$13,416,569 ▲39.9%148,3441.5%Computer and TechnologyMSFTMicrosoft$39,762,301$1,533,250 ▼-3.7%106,2231.3%Computer and TechnologyAMZNAmazon.com$37,480,493$1,091,871 ▲3.0%169,4031.2%Retail/WholesalePALANTIR TECHNOLOGIES INC$37,353,903$267,303 ▲0.7%265,3731.2%CL ABNDXVanguard Total International Bond ETF$32,947,515$2,741,048 ▲9.1%682,4261.1%ETFMETAMeta Platforms$29,146,836$330,094 ▲1.1%47,5930.9%Computer and TechnologyVSSVanguard FTSE All-World ex-US Small-Cap ETF$27,767,490$915,133 ▼-3.2%180,8720.9%ETFSCHFSchwab International Equity ETF$27,141,392$40,658 ▲0.2%1,036,7220.9%ETFAVGOBroadcom$26,868,429$338,709 ▼-1.2%76,6290.9%Computer and TechnologyQQQInvesco QQQ$22,413,635$6,443,897 ▲40.4%36,9810.7%FinanceVANGUARD CALIF TAX FREE FDS$19,408,800$3,441,514 ▲21.6%194,6230.6%TAX EXEMPT BD FDTSLATesla$19,204,838$428,033 ▲2.3%55,9500.6%Auto/Tires/TrucksBRK.BBerkshire Hathaway$17,933,643$206,773 ▲1.2%37,3810.6%FinanceUSHYiShares Broad USD High Yield Corporate Bond ETF$17,914,802$1,515,608 ▲9.2%482,7490.6%ETFVOVanguard Mid-Cap ETF$17,643,057$1,189,017 ▲7.2%59,1160.6%ETFVBVanguard Small-Cap ETF$16,399,890$667,455 ▲4.2%60,0510.5%ETFJPMJPMorgan Chase & Co.$15,579,227$854,922 ▲5.8%50,5870.5%FinanceSPYSPDR S&P 500 ETF Trust$15,069,853$847,054 ▲6.0%22,2920.5%FinanceVEUVanguard FTSE All-World ex-US ETF$15,017,308$7,575,864 ▲101.8%189,5890.5%ETFLLYEli Lilly and Company$14,130,139$288,857 ▲2.1%14,8220.5%MedicalSCHBSchwab US Broad Market ETF$14,105,204$969,941 ▲7.4%540,0150.5%ETFVYMIVanguard International High Dividend Yield ETF$13,559,266$22,396 ▼-0.2%138,0360.4%ETFGE VERNOVA INC$12,868,185$5,541,548 ▲75.6%13,7470.4%COMSCMBSchwab Municipal Bond ETF$12,650,215$45,210 ▲0.4%494,1490.4%ETFVTVVanguard Value ETF$12,340,467$5,715,472 ▲86.3%61,0970.4%ETFWFCWells Fargo & Company$12,224,292$1,209,451 ▼-9.0%144,3930.4%FinanceVVVanguard Large-Cap ETF$12,104,118$867,907 ▲7.7%38,9800.4%ETFVXUSVanguard Total International Stock ETF$11,763,027$997,344 ▲9.3%144,8110.4%ETFVIGIVanguard International Dividend Appreciation ETF$11,724,872$815,916 ▼-6.5%127,7080.4%ETFAVDVAvantis International Small Cap Value ETF$11,689,388$39,322 ▲0.3%110,8840.4%ETFIVViShares Core S&P 500 ETF$10,950,797$1,118,980 ▲11.4%16,1280.4%ETFAVUSAvantis U.S. Equity ETF$10,630,434$37,198 ▲0.4%92,0220.3%ETFNFLXNetflix$10,599,182$208,024 ▼-1.9%106,6420.3%Consumer DiscretionaryXOMExxonMobil$10,571,742$356,495 ▲3.5%67,6720.3%EnergyVGTVanguard Information Technology ETF$9,762,799$492,981 ▲5.3%13,2090.3%ETFWALMART INC$9,756,306$422,378 ▲4.5%76,6640.3%COMORCLOracle$9,341,255$2,763,890 ▼-22.8%65,0230.3%Computer and TechnologyABBVAbbVie$9,142,183$242,483 ▲2.7%43,2070.3%MedicalSCHESchwab Emerging Markets Equity ETF$9,106,394$18,518 ▼-0.2%264,5670.3%ETFAVUVAvantis U.S. Small Cap Value ETF$8,966,286$2,180 ▲0.0%78,1440.3%ETFVTVanguard Total World Stock ETF$8,553,158$1,797,697 ▲26.6%59,1590.3%ETFJNJJohnson & Johnson$8,311,404$900,539 ▲12.2%34,4440.3%MedicalIDEViShares Core MSCI International Developed Markets ETF$8,235,2770.0%93,7100.3%ETFVVisa$8,198,046$342,950 ▼-4.0%26,5340.3%Business ServicesCMFiShares California Muni Bond ETF$8,126,345$880,005 ▼-9.8%142,0440.3%ETFNEMNewmont$7,705,895$32,610 ▲0.4%65,2210.2%Basic MaterialsIJHiShares Core S&P Mid-Cap ETF$7,592,448$255,955 ▲3.5%107,6480.2%ETFSCHCSchwab International Small-Cap Equity ETF$7,435,695$2,756 ▲0.0%151,0710.2%ETFVXFVanguard Extended Market ETF$7,081,490$3,883,446 ▲121.4%32,9690.2%ETFCOSTCostco Wholesale$7,005,078$532,670 ▲8.2%6,7990.2%Retail/WholesaleITOTiShares Core S&P Total U.S. Stock Market ETF$6,862,055$297,327 ▼-4.2%46,3430.2%ETFVUGVanguard Growth ETF$6,716,560$837,971 ▲14.3%14,7000.2%ETFCATCaterpillar$6,567,571$250,759 ▲4.0%8,5120.2%IndustrialsAMDAdvanced Micro Devices$6,345,377$704,965 ▲12.5%27,3720.2%Computer and TechnologyAVDEAvantis International Equity ETF$6,327,206$11,340 ▲0.2%70,8610.2%ETFMUMicron Technology$5,984,813$442,129 ▲8.0%14,7140.2%Computer and TechnologyGEGE Aerospace$5,753,514$519,994 ▼-8.3%18,6770.2%AerospaceVIGVanguard Dividend Appreciation ETF$5,660,928$54,818 ▲1.0%25,5070.2%ETFMAMastercard$5,610,398$387,956 ▼-6.5%11,0630.2%Business ServicesIJRiShares Core S&P Small-Cap ETF$5,376,688$186,048 ▲3.6%41,4130.2%ETFGSThe Goldman Sachs Group$5,258,204$198,372 ▲3.9%5,8050.2%FinanceAMATApplied Materials$5,171,038$158,148 ▼-3.0%13,4060.2%Computer and TechnologyPMPhilip Morris International$5,149,753$31,866 ▲0.6%31,9980.2%Consumer StaplesKOCocaCola$5,146,110$102,254 ▲2.0%66,5820.2%Consumer StaplesHINGE HEALTH INC$5,104,172$5,104,172 ▲New Holding133,3030.2%CL AVBRVanguard Small-Cap Value ETF$4,760,037$693,430 ▲17.1%21,1220.2%ETFGILDGilead Sciences$4,639,288$2,113,065 ▲83.6%32,7770.1%MedicalVYMVanguard High Dividend Yield ETF$4,590,500$584,478 ▲14.6%30,1830.1%ETFADIAnalog Devices$4,485,949$2,962,935 ▲194.5%12,9570.1%Computer and TechnologyBRK.ABerkshire Hathaway$4,323,072$720,512 ▼-14.3%60.1%FinanceLAM RESEARCH CORP$4,309,767$2,100,534 ▼-32.8%17,4850.1%COM NEWCSCOCisco Systems$4,307,123$406,280 ▲10.4%51,4590.1%Computer and TechnologyRTXRTX$4,282,015$274,493 ▲6.8%21,0440.1%AerospaceAVEMAvantis Emerging Markets Equity ETF$4,218,492$444,043 ▼-9.5%49,2300.1%ETFCVXChevron$4,068,945$91,814 ▲2.3%21,0950.1%EnergyIWMiShares Russell 2000 ETF$3,991,521$632,434 ▲18.8%15,3240.1%FinanceUNHUnitedHealth Group$3,991,330$596,986 ▼-13.0%13,0440.1%MedicalIVWiShares S&P 500 Growth ETF$3,936,568$2,837,517 ▲258.2%33,0420.1%ETFPGProcter & Gamble$3,905,167$68,972 ▲1.8%26,9510.1%Consumer StaplesVGITVanguard Intermediate-Term Treasury ETF$3,902,770$137,600 ▲3.7%65,6040.1%ETFRVMDRevolution Medicines$3,892,349$16,931 ▲0.4%40,2310.1%MedicalHDHome Depot$3,890,165$273,307 ▼-6.6%11,5720.1%Retail/WholesaleDGRWWisdomTree U.S. Quality Dividend Growth Fund$3,875,824$23,794 ▲0.6%42,8410.1%ManufacturingAXPAmerican Express$3,850,642$38,911 ▼-1.0%12,1720.1%FinancePHParker-Hannifin$3,750,781$60,855 ▲1.6%3,8830.1%IndustrialsBACBank of America$3,736,304$103,190 ▼-2.7%72,0180.1%FinanceVGKVanguard FTSE Europe ETF$3,733,402$173 ▲0.0%43,0410.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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