Wedmont Private Capital Portfolio Stock Holdings
According to the SEC 13F filed on October 9, 2026, Wedmont Private Capital disclosed 995 stock positions valued at approximately $4.18B as of quarter-end September 30, 2026. The largest holdings include VANGUARD TAX-MANAGED FDS, VANGUARD INDEX FDS, and VANGUARD INTL EQUITY INDEX F.
- Report Period
- September 30, 2026
- No. of Stocks
- 995
- Portfolio Value
- $4.18B
Holdings by Sector
Wedmont Private Capital Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD TAX-MANAGED FDS | VEA | Other | 9.73% | 5,824,638 | +552,116 | +10.47% | $406,909,229 |
| VANGUARD INDEX FDS | VTI | Other | 6.17% | 680,028 | +98,229 | +16.88% | $258,111,282 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 5.45% | 3,851,859 | +280,189 | +7.84% | $227,644,865 |
| VANGUARD INDEX FDS | VOO | Other | 3.56% | 209,062 | +3,458 | +1.68% | $148,701,847 |
| NVIDIA CORPORATION | NVDA | Technology | 3.45% | 626,367 | +128,477 | +25.80% | $144,365,054 |
| ISHARES TR | MUB | Other | 2.98% | 1,235,371 | +757,882 | +158.72% | $124,451,262 |
| APPLE INC | AAPL | Technology | 2.76% | 339,449 | +37,572 | +12.45% | $115,555,096 |
| ISHARES TR | IEFA | Other | 2.76% | 1,205,085 | +16,204 | +1.36% | $115,531,454 |
| ISHARES TR | GOVT | Other | 2.69% | 5,147,853 | +475,754 | +10.18% | $112,635,027 |
| VANGUARD SCOTTSDALE FDS | VTC | Other | 2.47% | 1,417,494 | -52,260 | -3.56% | $103,335,294 |
| ISHARES INC | IEMG | Other | 1.95% | 1,011,495 | +113,514 | +12.64% | $81,425,365 |
| MICROSOFT CORP | MSFT | Technology | 1.84% | 147,027 | +45,065 | +44.20% | $76,837,705 |
| ALPHABET INC | GOOG | Communication Services | 1.46% | 176,999 | +39,693 | +28.91% | $61,039,754 |
| ALPHABET INC | GOOGL | Communication Services | 1.33% | 159,467 | +13,102 | +8.95% | $55,540,906 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.30% | 213,230 | +38,006 | +21.69% | $54,173,260 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 1.24% | 260,132 | -3,119 | -1.18% | $51,709,039 |
| META PLATFORMS INC | META | Communication Services | 1.13% | 65,596 | +20,213 | +44.54% | $47,287,761 |
| VANGUARD MUN BD FDS | VTEB | Other | 1.03% | 914,576 | -1,253,382 | -57.81% | $43,103,962 |
| VANGUARD CHARLOTTE FDS | BNDX | Other | 0.89% | 794,381 | +50,869 | +6.84% | $37,280,315 |
| VANGUARD STAR FDS | VXUS | Other | 0.87% | 430,280 | +129,182 | +42.90% | $36,186,537 |
| BROADCOM INC | AVGO | Technology | 0.82% | 95,009 | +15,484 | +19.47% | $34,216,665 |
| INVESCO QQQ TR | QQQ | Other | 0.72% | 39,990 | +4,095 | +11.41% | $29,895,437 |
| SCHWAB STRATEGIC TR | SCHF | Other | 0.71% | 1,094,441 | -1,971 | -0.18% | $29,648,399 |
| VANGUARD INTL EQUITY INDEX F | VSS | Other | 0.64% | 173,206 | -4,412 | -2.48% | $26,606,191 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 0.60% | 307,639 | +2,898 | +0.95% | $25,281,742 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 0.60% | 318,057 | +246,308 | +343.29% | $24,961,139 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.56% | 45,499 | +6,153 | +15.64% | $23,252,178 |
| VANGUARD CALIF TAX FREE FDS | VTEC | Other | 0.55% | 246,073 | +1,932 | +0.79% | $23,140,715 |
| TESLA INC | TSLA | Consumer Cyclical | 0.55% | 61,468 | +5,452 | +9.73% | $23,050,671 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.54% | 67,827 | +13,816 | +25.58% | $22,479,097 |
Showing 30 of 995 holdings in the latest reporting period.
Wedmont Private Capital Options Holdings in Q3 2026
Showing 4 of 4 options positions in the latest reporting period.
Notional value represents the total exposure of the options position.