Institutions / Wedmont Private Capital
Wedmont Private Capital
CIK 1904274 · Institution · as of Dec 31, 2025
Portfolio value
$2.88B
Positions
806
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 806 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Tax-Managed Fds | $275.23M | 9.6% |
| Vanguard Intl Equity Index F | $167.26M | 5.8% |
| Vanguard Index Fds | $144.82M | 5.0% |
| Vanguard Index Fds | $119.09M | 4.1% |
| iShares Tr | $101.21M | 3.5% |
| Vanguard Scottsdale Fds | $89.61M | 3.1% |
| iShares MSCI UAE ETF | $88.31M | 3.1% |
| NVIDIA Corp | $86.66M | 3.0% |
| Apple Inc. | $73.64M | 2.6% |
| Vanguard Mun Bd Fds | $66.84M | 2.3% |
| iShares Inc | $60.46M | 2.1% |
| Microsoft Corp | $53.34M | 1.9% |
| iShares Tr | $50.12M | 1.7% |
| Palantir Technologies Inc | $47.87M | 1.7% |
| Amazon.com Inc | $39.73M | 1.4% |
| Alphabet Inc. | $34.31M | 1.2% |
| Alphabet Inc. | $34.15M | 1.2% |
| Meta Platforms Inc | $30.52M | 1.1% |
| Vanguard Charlotte Fds | $30.36M | 1.1% |
| Vanguard Intl Equity Index F | $27.44M | 1.0% |
| Broadcom Inc. | $26.65M | 0.9% |
| Schwab Strategic Tr | $25.49M | 0.9% |
| Tesla Inc | $23.60M | 0.8% |
| Warren E. Buffett | $18.33M | 0.6% |
| iShares Tr | $16.58M | 0.6% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.