Q3 2026 13F · SEC CIK 1904274

Wedmont Private Capital

Wealth managerFiled 2026-10-09 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $4.2B
Reported positions: 1,002
Top holdings a year, 3 yrs: +14.8%
Assets under management: $3.4B

Wedmont Private Capital is a wealth manager that reported 1,002 positions worth $4.2B in its Q3 2026 13F, filed 2026-10-09. Its largest holdings were Vanguard Ftse Developed Markets Index Fu (VEA, 9.7%), Vanguard Index Fds (VTI, 6.2%), Vanguard Intl Equity Index F (VWO, 5.4%). A portfolio copying its top holdings returned 14.8% a year over the last 3 years, against 20.4% for the S&P 500.

Wedmont Private Capital holdings largest 50 of 1,002 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Wedmont Private Capital 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
VEAVanguard Ftse Developed Markets Index Fu	9.7%	10.3%	5,824,638	+10.5%	$406.9M
VTIVanguard Index Fds	6.2%	5.9%	680,028	+16.9%	$258.1M
VWOVanguard Intl Equity Index F	5.4%	5.9%	3,851,859	+7.8%	$227.6M
VOOVanguard Index Fds	3.6%	3.9%	209,062	+1.7%	$148.7M
NVDANvidia Corporation	3.5%	2.9%	626,367	+25.8%	$144.4M
MUBIshares Tr	3.0%	1.4%	1,235,371	+158.7%	$124.5M
AAPLApple Inc	2.8%	2.6%	339,449	+12.4%	$115.6M
IEFAIshares Tr	2.8%	3.2%	1,205,085	+1.4%	$115.5M
GOVTIshares Tr	2.7%	2.9%	5,147,853	+10.2%	$112.6M
VTCVanguard Scottsdale Fds	2.5%	3.1%	1,417,494	-3.6%	$103.3M
IEMGIshares Inc	1.9%	2.0%	1,011,495	+12.6%	$81.4M
MSFTMicrosoft Corp	1.8%	1.1%	147,027	+44.2%	$76.8M
GOOGAlphabet Inc	1.5%	1.3%	176,999	+28.9%	$61.0M
GOOGLAlphabet Inc	1.3%	1.4%	159,467	+9.0%	$55.5M
AMZNAmazon Com Inc	1.3%	1.2%	213,230	+21.7%	$54.2M
PLTRPalantir Technologies Inc	1.2%	0.9%	260,132	-1.2%	$51.7M
METAMeta Platforms Inc	1.1%	0.8%	65,596	+44.5%	$47.3M
VTEBVanguard Mun Bd Fds	1.0%	3.0%	914,576	-57.8%	$43.1M
BNDXVanguard Charlotte Fds	0.9%	1.0%	794,381	+6.8%	$37.3M
VXUSVanguard Star Fds	0.9%	0.7%	430,280	+42.9%	$36.2M
AVGOBroadcom Inc	0.8%	0.9%	95,009	+19.5%	$34.2M
QQQInvesco Qqq Tr	0.7%	0.7%	39,990	+11.4%	$29.9M
SCHFSchwab Strategic Tr	0.7%	0.8%	1,094,441	-0.2%	$29.6M
VSSVanguard Intl Equity Index F	0.6%	0.8%	173,206	-2.5%	$26.6M
VEUVanguard Intl Equity Index F	0.6%	0.7%	307,639	+1.0%	$25.3M
VCITVanguard Scottsdale Fds	0.6%	—	318,057	—	$25.0M
BRK-BBerkshire Hathaway Inc Del	0.6%	0.5%	45,499	+15.6%	$23.3M
VTECVanguard Calif Tax Free Fds	0.6%	0.7%	246,073	+0.8%	$23.1M
TSLATesla Inc	0.6%	0.6%	61,468	+9.7%	$23.1M
JPMJpmorgan Chase & Co	0.5%	0.5%	67,827	+25.6%	$22.5M
LLYEli Lilly & Co	0.5%	0.5%	18,843	+17.3%	$22.0M
USHYiShares Broad USD High Yield Corporate B	0.5%	0.5%	600,801	+13.0%	$21.4M
MUMicron Technology Inc	0.5%	0.5%	20,367	+18.5%	$21.1M
SPCXSpace Exploration Techn Corp	0.5%	—	128,368	—	$20.6M
VOVanguard Index Fds	0.5%	0.5%	249,736	+5.2%	$20.1M
IJHIshares Tr	0.5%	—	258,464	—	$18.9M
AMDAdvanced Micro Devices Inc	0.4%	0.4%	30,217	+7.1%	$18.8M
SPYState Str Spdr S&p 500 ETF T	0.4%	0.5%	23,761	+2.0%	$18.4M
VBVanguard Index Fds	0.4%	0.5%	63,477	+5.4%	$18.3M
VGTVanguard World Fd	0.4%	0.4%	135,352	+15.2%	$17.2M
VTVanguard Intl Equity Index F	0.4%	0.3%	106,770	+53.6%	$16.9M
VVisa Inc	0.4%	0.3%	43,032	+24.3%	$16.1M
SCHBSchwab Strategic Tr	0.4%	0.4%	540,053	+0.0%	$16.1M
IVVIshares Tr	0.4%	0.4%	18,986	+11.2%	$14.8M
GEVGe Vernova Inc	0.3%	0.4%	14,467	+3.0%	$14.5M
VVVanguard Index Fds	0.3%	0.4%	39,825	+2.5%	$14.2M
AVDVAmerican Centy ETF Tr	0.3%	0.4%	131,877	+1.3%	$14.2M
VTVVanguard Index Fds	0.3%	0.4%	63,654	+4.6%	$14.0M
XOMExxonmobil Holdings Corp	0.3%	—	82,592	—	$13.9M
VYMIVanguard Whitehall Fds	0.3%	0.4%	136,388	-1.7%	$13.6M

What Wedmont Private Capital bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

MUB Ishares Tr+158.7% shares
VT Vanguard Intl Equity Index F+53.6% shares
META Meta Platforms Inc+44.5% shares
MSFT Microsoft Corp+44.2% shares
VXUS Vanguard Star Fds+42.9% shares
GOOG Alphabet Inc+28.9% shares
NVDA Nvidia Corporation+25.8% shares
JPM Jpmorgan Chase & Co+25.6% shares

Reduced

VTEB Vanguard Mun Bd Fds-57.8% shares

Left the top 50

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +14.3% /yr; S&P 500 +20.1%
3 years: +14.8% /yr; S&P 500 +20.4%
5 years: +7.6% /yr; S&P 500 +13.0%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$4.2B	1,002
Q2 2026	$3.6B	949
Q1 2026	$3.1B	838
Q4 2025	$2.9B	806
Q3 2025	$2.7B	788
Q2 2025	$2.3B	742
Q1 2025	$2.0B	699
Q4 2024	$1.9B	701
Q3 2024	$1.8B	668
Q2 2024	$1.6B	642
Q1 2024	$1.4B	605
Q4 2023	$1.2B	569

Questions about Wedmont Private Capital's portfolio

What stocks does Wedmont Private Capital own?

Wedmont Private Capital's latest 13F, for Q3 2026 and filed Oct 9, 2026, lists 1,002 positions worth $4.2B. The largest are Vanguard Ftse Developed Markets Index Fu (VEA) at 9.7%, Vanguard Index Fds (VTI) at 6.2%, Vanguard Intl Equity Index F (VWO) at 5.4%, Vanguard Index Fds (VOO) at 3.6% and Nvidia Corporation (NVDA) at 3.5%.

What did Wedmont Private Capital buy last quarter?

In Q3 2026, Wedmont Private Capital added Ishares Tr (MUB) (+158.7% shares), Vanguard Intl Equity Index F (VT) (+53.6% shares) and Meta Platforms Inc (META) (+44.5% shares), compared with its Q2 2026 filing.

What did Wedmont Private Capital sell last quarter?

In Q3 2026, Wedmont Private Capital cut from its top 50 Wells Fargo & Co (WFC), cut from its top 50 Schwab Strategic Tr (SCMB), cut from its top 50 Avantis U.S. Equity ETF (AVUS), cut from its top 50 American Centy ETF Tr (AVUV) and Vanguard Mun Bd Fds (VTEB) (-57.8% shares), compared with its Q2 2026 filing.

How has Wedmont Private Capital's portfolio performed?

A portfolio copying Wedmont Private Capital's 20 largest 13F holdings each quarter, from the day each filing was public, returned +14.8% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +14.3% against +20.1%. Over 5 years: +7.6% a year against +13.0%.

When is Wedmont Private Capital's next 13F filing due?

13F filings are due 45 days after each quarter ends. Wedmont Private Capital's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Wedmont Private Capital manage?

Wedmont Private Capital reported $3.4B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $4.2B.