Wedmont Private Capital Portfolio Stock Holdings
Wedmont Private Capital disclosed 949 stock positions valued at approximately $3.6 billion in its latest SEC 13F filing. The largest holdings include VANGUARD TAX-MANAGED FDS, VANGUARD INDEX FDS, and VANGUARD INTL EQUITY INDEX F. The filing reflects positions held as of June 30, 2026 and was filed on July 13, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 949
- Portfolio Value
- $3.6B
Holdings by Sector
Wedmont Private Capital Portfolio Holdings in Q2 2026
918 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD TAX-MANAGED FDS | VEA | Other | 10.27% | 5,272,522 | +531,746 | +11.22% | $374,296,358 |
| VANGUARD INDEX FDS | VTI | Other | 5.95% | 581,799 | +106,524 | +22.41% | $216,830,744 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 5.87% | 3,571,670 | +290,807 | +8.86% | $213,907,301 |
| VANGUARD INDEX FDS | VOO | Other | 3.91% | 205,604 | +11,536 | +5.94% | $142,660,356 |
| ISHARES TR | IEFA | Other | 3.17% | 1,188,881 | +30,629 | +2.64% | $115,583,020 |
| VANGUARD SCOTTSDALE FDS | VTC | Other | 3.06% | 1,469,754 | +113,469 | +8.37% | $111,569,633 |
| VANGUARD MUN BD FDS | VTEB | Other | 2.99% | 2,167,958 | +580,171 | +36.54% | $109,134,998 |
| ISHARES TR | GOVT | Other | 2.89% | 4,672,099 | +301,698 | +6.90% | $105,519,365 |
| NVIDIA CORPORATION | NVDA | Technology | 2.88% | 497,890 | +45,357 | +10.02% | $105,034,947 |
| APPLE INC | AAPL | Technology | 2.61% | 301,877 | +16,505 | +5.78% | $95,187,743 |
| ISHARES INC | IEMG | Other | 2.00% | 897,981 | +1,841 | +0.21% | $73,023,833 |
| ALPHABET INC | GOOGL | Communication Services | 1.43% | 146,365 | -1,979 | -1.33% | $52,278,810 |
| ISHARES TR | MUB | Other | 1.40% | 477,489 | +5,016 | +1.06% | $51,096,129 |
| ALPHABET INC | GOOG | Communication Services | 1.34% | 137,306 | -22,299 | -13.97% | $48,747,641 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.18% | 175,224 | +5,821 | +3.44% | $42,989,544 |
| MICROSOFT CORP | MSFT | Technology | 1.08% | 101,962 | -4,261 | -4.01% | $39,265,508 |
| VANGUARD CHARLOTTE FDS | BNDX | Other | 0.98% | 743,512 | +61,086 | +8.95% | $35,748,061 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 0.92% | 263,251 | -2,122 | -0.80% | $33,377,594 |
| BROADCOM INC | AVGO | Technology | 0.87% | 79,525 | +2,896 | +3.78% | $31,807,710 |
| META PLATFORMS INC | META | Communication Services | 0.83% | 45,383 | -2,210 | -4.64% | $30,370,604 |
| SCHWAB STRATEGIC TR | SCHF | Other | 0.83% | 1,096,412 | +59,690 | +5.76% | $30,206,162 |
| VANGUARD INTL EQUITY INDEX F | VSS | Other | 0.75% | 177,618 | -3,254 | -1.80% | $27,468,583 |
| INVESCO QQQ TR | QQQ | Other | 0.71% | 35,895 | -1,086 | -2.94% | $26,041,840 |
| VANGUARD STAR FDS | VXUS | Other | 0.70% | 301,098 | +156,287 | +107.92% | $25,695,668 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 0.70% | 304,741 | +115,152 | +60.74% | $25,445,867 |
| VANGUARD CALIF TAX FREE FDS | VTEC | Other | 0.67% | 244,141 | +49,518 | +25.44% | $24,436,033 |
| TESLA INC | TSLA | Consumer Cyclical | 0.63% | 56,016 | +66 | +0.12% | $22,841,084 |
| ISHARES TR | USHY | Other | 0.54% | 531,621 | +48,872 | +10.12% | $19,600,861 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.53% | 39,346 | +1,965 | +5.26% | $19,425,625 |
| VANGUARD INDEX FDS | VO | Other | 0.53% | 237,501 | +178,385 | +301.75% | $19,223,317 |
| ELI LILLY & CO | LLY | Healthcare | 0.52% | 16,064 | +1,242 | +8.38% | $19,093,538 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.50% | 54,011 | +3,424 | +6.77% | $18,172,972 |
| VANGUARD INDEX FDS | VB | Other | 0.49% | 60,211 | +160 | +0.27% | $17,951,972 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.48% | 23,305 | +1,013 | +4.54% | $17,594,262 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.46% | 17,183 | +2,469 | +16.78% | $16,827,510 |
| SCHWAB STRATEGIC TR | SCHB | Other | 0.43% | 540,035 | +20 | +0.00% | $15,758,221 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.43% | 28,201 | +829 | +3.03% | $15,733,056 |
| GE VERNOVA INC | GEV | Utilities | 0.42% | 14,045 | +298 | +2.17% | $15,331,147 |
| VANGUARD WHITEHALL FDS | VYMI | Other | 0.38% | 138,786 | +750 | +0.54% | $13,957,754 |
| VANGUARD WORLD FD | VGT | Other | 0.38% | 117,506 | +104,297 | +789.59% | $13,875,095 |
| AMERICAN CENTY ETF TR | AVDV | Other | 0.37% | 130,165 | +19,281 | +17.39% | $13,563,209 |
| VANGUARD INDEX FDS | VV | Other | 0.37% | 38,862 | -118 | -0.30% | $13,510,659 |
| WELLS FARGO & CO | WFC | Financial Services | 0.37% | 154,312 | +9,919 | +6.87% | $13,449,823 |
| VANGUARD INDEX FDS | VTV | Other | 0.37% | 60,866 | -231 | -0.38% | $13,341,789 |
| ISHARES TR | IVV | Other | 0.36% | 17,078 | +950 | +5.89% | $12,946,682 |
| SCHWAB STRATEGIC TR | SCMB | Other | 0.35% | 494,540 | +391 | +0.08% | $12,699,775 |
| AMERICAN CENTY ETF TR | AVUS | Other | 0.33% | 94,887 | +2,865 | +3.11% | $12,193,910 |
| VISA INC | V | Financial Services | 0.33% | 34,628 | +8,094 | +30.50% | $12,083,983 |
| AMERICAN CENTY ETF TR | AVUV | Other | 0.33% | 96,086 | +17,942 | +22.96% | $11,909,805 |
| VANGUARD INTL EQUITY INDEX F | VT | Other | 0.30% | 69,490 | +10,331 | +17.46% | $10,953,662 |
| ABBVIE INC | ABBV | Healthcare | 0.30% | 43,731 | +524 | +1.21% | $10,848,712 |
| VANGUARD WHITEHALL FDS | VIGI | Other | 0.30% | 113,919 | -13,789 | -10.80% | $10,815,491 |
| EXXON MOBIL CORP | XOM | Energy | 0.28% | 74,295 | +6,623 | +9.79% | $10,318,147 |
| SCHWAB STRATEGIC TR | SCHE | Other | 0.26% | 262,436 | -2,131 | -0.81% | $9,584,151 |
| CATERPILLAR INC | CAT | Industrials | 0.26% | 10,012 | +1,500 | +17.62% | $9,535,839 |
| WALMART INC | WMT | Consumer Defensive | 0.25% | 80,835 | +4,171 | +5.44% | $9,207,098 |
| ORACLE CORP | ORCL | Technology | 0.25% | 65,076 | +53 | +0.08% | $9,152,341 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.24% | 34,052 | -392 | -1.14% | $8,750,584 |
| ISHARES TR | IDEV | Other | 0.24% | 95,637 | +1,927 | +2.06% | $8,570,966 |
| APPLIED MATLS INC | AMAT | Technology | 0.23% | 13,803 | +397 | +2.96% | $8,316,047 |
| ISHARES TR | IJH | Other | 0.23% | 109,841 | +2,193 | +2.04% | $8,311,662 |
| VANGUARD INDEX FDS | VXF | Other | 0.23% | 33,978 | +1,009 | +3.06% | $8,203,540 |
| ISHARES TR | CMF | Other | 0.22% | 142,052 | +8 | +0.01% | $8,146,704 |
| NETFLIX INC. | NFLX | Communication Services | 0.22% | 106,863 | +221 | +0.21% | $7,840,563 |
| VANGUARD INDEX FDS | VUG | Other | 0.21% | 87,738 | +73,038 | +496.86% | $7,668,260 |
| REVOLUTION MEDICINES INC | RVMD | Healthcare | 0.21% | 40,281 | +50 | +0.12% | $7,527,713 |
| ISHARES TR | ITOT | Other | 0.20% | 44,527 | -1,816 | -3.92% | $7,371,374 |
| SCHWAB STRATEGIC TR | SCHD | Other | 0.20% | 222,110 | +121,591 | +120.96% | $7,196,358 |
| SCHWAB STRATEGIC TR | SCHC | Other | 0.19% | 146,761 | -4,310 | -2.85% | $7,088,561 |
| ISHARES TR | SUB | Other | 0.19% | 65,948 | +52,135 | +377.43% | $7,011,571 |
| INVESCO EXCH TRADED FD TR II | SPMO | Other | 0.19% | 45,348 | +22,385 | +97.48% | $6,972,259 |
| GE AEROSPACE | GE | Industrials | 0.19% | 19,322 | +645 | +3.45% | $6,941,794 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.18% | 36,545 | +4,547 | +14.21% | $6,637,370 |
| ISHARES TR | IJR | Other | 0.18% | 45,473 | +4,060 | +9.80% | $6,619,006 |
| CISCO SYS INC | CSCO | Technology | 0.18% | 54,110 | +2,651 | +5.15% | $6,564,056 |
| AMERICAN CENTY ETF TR | AVEM | Other | 0.18% | 69,313 | +20,083 | +40.79% | $6,525,155 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.17% | 26,677 | +1,170 | +4.59% | $6,371,482 |
| AMERICAN CENTY ETF TR | AVDE | Other | 0.17% | 70,581 | -280 | -0.40% | $6,355,081 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.17% | 6,879 | +80 | +1.18% | $6,303,217 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 0.17% | 5,942 | +137 | +2.36% | $6,269,658 |
| NEWMONT CORP | NEM | Basic Materials | 0.17% | 65,274 | +53 | +0.08% | $6,219,932 |
| LAM RESEARCH CORP | LRCX | Other | 0.17% | 17,732 | +247 | +1.41% | $6,212,130 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.16% | 11,212 | +149 | +1.35% | $5,905,582 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 0.16% | 71,749 | +48,969 | +214.96% | $5,869,806 |
| COCA COLA CO | KO | Consumer Defensive | 0.16% | 69,092 | +2,510 | +3.77% | $5,768,520 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.15% | 13,166 | +122 | +0.94% | $5,590,705 |
| SANDISK CORP | SNDK | Other | 0.15% | 2,845 | +348 | +13.94% | $5,451,723 |
| ISHARES TR | IWM | Other | 0.15% | 17,876 | +2,552 | +16.65% | $5,291,062 |
| ANALOG DEVICES INC | ADI | Technology | 0.14% | 13,312 | +355 | +2.74% | $5,267,084 |
| VANGUARD WHITEHALL FDS | VYM | Other | 0.14% | 32,269 | +2,086 | +6.91% | $5,197,165 |
| AMERICAN CENTY ETF TR | AVIV | Other | 0.14% | 64,739 | +23,817 | +58.20% | $5,101,413 |
| ISHARES TR | NYF | Other | 0.14% | 94,537 | +35,975 | +61.43% | $5,070,516 |
| VANGUARD INDEX FDS | VBR | Other | 0.13% | 20,206 | -916 | -4.34% | $4,890,975 |
| KLA CORP | KLAC | Technology | 0.13% | 20,136 | +18,193 | +936.34% | $4,661,929 |
| BANK OF AMER CORP | BAC | Financial Services | 0.13% | 76,386 | +4,368 | +6.07% | $4,557,938 |
| ISHARES TR | IVW | Other | 0.12% | 32,822 | -220 | -0.67% | $4,548,757 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.12% | 24,453 | +11 | +0.05% | $4,542,871 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 0.12% | 6 | - | - | $4,438,500 |
| ARISTA NETWORKS INC | ANET | Other | 0.12% | 23,703 | +841 | +3.68% | $4,431,513 |
| AMERICAN EXPRESS CO | AXP | Financial Services | 0.12% | 12,631 | +459 | +3.77% | $4,428,066 |
Wedmont Private Capital Options Holdings in Q2 2026