Wedmont Private Capital
All holdings · as of Dec 31, 2025
| 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% |
| INVESCO QQQ TR | $16.44M | 0.6% |
| VANGUARD INDEX FDS | $16.31M | 0.6% |
| ORACLE CORP | $16.25M | 0.6% |
| VANGUARD CALIF TAX FREE FDS | $16.12M | 0.6% |
| ELI LILLY & Co | $16.09M | 0.6% |
| JPMORGAN CHASE & CO | $15.63M | 0.5% |
| VANGUARD INDEX FDS | $15.41M | 0.5% |
| WELLS FARGO & COMPANY/MN | $14.96M | 0.5% |
| SPDR S&P 500 ETF TR | $14.51M | 0.5% |
| SCHWAB STRATEGIC TR | $13.38M | 0.5% |
| SCHWAB STRATEGIC TR | $12.74M | 0.4% |
| VANGUARD WHITEHALL FDS | $12.65M | 0.4% |
| VANGUARD WHITEHALL FDS | $12.53M | 0.4% |
| VANGUARD INDEX FDS | $11.51M | 0.4% |
| AMERICAN CENTY ETF TR | $10.63M | 0.4% |
| AMERICAN CENTY ETF TR | $10.44M | 0.4% |
| VANGUARD STAR FDS | $10.24M | 0.4% |
| ISHARES TR | $10.03M | 0.3% |
| Netflix Inc | $9.87M | 0.3% |
| Visa Inc | $9.84M | 0.3% |
| AbbVie Inc. | $9.82M | 0.3% |
| VANGUARD WORLD FD | $9.61M | 0.3% |
| ISHARES TR | $9.09M | 0.3% |
| SCHWAB STRATEGIC TR | $8.93M | 0.3% |
| Walmart Inc. | $8.27M | 0.3% |