Wedmont Private Capital Portfolio Stock Holdings
According to the SEC 13F filed on July 13, 2026, Wedmont Private Capital disclosed 918 stock positions valued at approximately $3.65B as of quarter-end June 30, 2026. The largest holdings include VANGUARD TAX-MANAGED FDS, VANGUARD INDEX FDS, and VANGUARD INTL EQUITY INDEX F.
- Report Period
- June 30, 2026
- No. of Stocks
- 918
- Portfolio Value
- $3.65B
Holdings by Sector
Wedmont Private Capital Portfolio Holdings in Q2 2026
| 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 |
Showing 30 of 918 holdings in the latest reporting period.
Wedmont Private Capital Options Holdings in Q2 2026