Institutional Manager · CIK 0001904274
Wedmont Private Capital
WEST CHESTER, PA · File #028-21445
Latest AUM
$2.88B
Positions
806
Top-10 Concentration
59.4%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025806 pos · $2.88B
- 13F HOLDINGS REPORTQ/E Sep 2025788 pos · $2.69B
- 13F HOLDINGS REPORTQ/E Jun 2025742 pos · $2.34B
- 13F HOLDINGS REPORTQ/E Mar 2025700 pos · $1.95B
- 13F HOLDINGS REPORTQ/E Dec 2024701 pos · $1.90B
- 13F HOLDINGS REPORTQ/E Sep 2024668 pos · $1.75B
- 13F HOLDINGS REPORTQ/E Jun 2024642 pos · $1.59B
- 13F HOLDINGS REPORTQ/E Mar 2024605 pos · $1.37B
- 13F HOLDINGS REPORTQ/E Dec 2023504 pos · $988.8M
- 13F HOLDINGS REPORTQ/E Sep 2023494 pos · $928.6M
- 13F HOLDINGS REPORTQ/E Jun 2023462 pos · $757.9M
- 13F HOLDINGS REPORTQ/E Mar 2023445 pos · $668.1M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | VANGUARD TAX-MANAGED FDS | 921943858 | 4,308,564 | $275.2M | 13.47% |
| 2 | VANGUARD INTL EQUITY INDEX F | 922042858 | 3,027,310 | $167.3M | 8.19% |
| 3 | VANGUARD INDEX FDS | 922908769 | 425,885 | $144.8M | 7.09% |
| 4 | VANGUARD INDEX FDS | 922908363 | 187,783 | $119.1M | 5.83% |
| 5 | ISHARES TR | 46432F842 | 1,108,495 | $101.2M | 4.95% |
| 6 | VANGUARD SCOTTSDALE FDS | 92206C573 | 1,150,759 | $89.6M | 4.39% |
| 7 | ISHARES TR | 46429B267 | 3,825,629 | $88.3M | 4.32% |
| 8 | NVIDIA CORPORATION | NVDA | 458,227 | $86.7M | 4.24% |
| 9 | APPLE INC | AAPL | 282,853 | $73.6M | 3.60% |
| 10 | VANGUARD MUN BD FDS | 922907746 | 1,322,300 | $66.8M | 3.27% |
| 11 | ISHARES INC | 46434G103 | 866,536 | $60.5M | 2.96% |
| 12 | MICROSOFT CORP | MSFT | 110,319 | $53.3M | 2.61% |
| 13 | ISHARES TR | 464288414 | 465,572 | $50.1M | 2.45% |
| 14 | PALANTIR TECHNOLOGIES INC | PLTR | 263,474 | $47.9M | 2.34% |
| 15 | AMAZON COM INC | AMZN | 164,468 | $39.7M | 1.94% |
| 16 | ALPHABET INC | GOOG | 106,413 | $34.3M | 1.68% |
| 17 | ALPHABET INC | GOOG | 106,063 | $34.2M | 1.67% |
| 18 | META PLATFORMS INC | META | 47,054 | $30.5M | 1.49% |
| 19 | VANGUARD CHARLOTTE FDS | 92203J407 | 625,652 | $30.4M | 1.49% |
| 20 | VANGUARD INTL EQUITY INDEX F | 922042718 | 186,833 | $27.4M | 1.34% |