Wedmont Private Capital
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 13, 2025), Wedmont Private Capital reported 701 stock positions worth $1.9 billion. Its top holding was Vanguard Ftse Developed ETF (VEA) at 7.8% of the portfolio, followed by Vanguard Ftse Emerging Marke (VWO, 5.1%) and VG Morningstar TS MKT ETF-US (VTI, 5.1%). Compared with Q3 2024, it opened 72 new positions, sold out of 39, added to 466 and reduced 130. The biggest buy was iShares Core MSCI Eafe ETF (IEFA, shares +41%) and the biggest sale Vanguard Ftse Developed ETF (VEA, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- WEST CHESTER, PA
- CIK
- 0001904274
- Portfolio Value
- $1.9B (Q4 2024)
- SEC Filing
- 0001904274-25-000001 ↗ filed Jan 13, 2025
Holdings Value
Holdings 701 stocks · $1.9B
| VEA Vanguard Ftse Developed ETF | 7.85% | 3,128,379 | $148.7M | Reduce -1.1% |
| VWO Vanguard Ftse Emerging Marke | 5.12% | 2,268,330 | $97.1M | Add +9.0% |
| VTI VG Morningstar TS MKT ETF-US | 5.10% | 336,107 | $96.6M | Add +13.4% |
| VOO Vanguard S&P 500 ETF | 4.70% | 166,673 | $89.0M | Add +9.1% |
| IEFA iShares Core MSCI Eafe ETF | 3.66% | 995,065 | $69.4M | Add +41.4% |
| VTC Vanguard Total Corporate BND | 3.64% | 919,993 | $68.9M | Add +13.7% |
| GOVT iShares US Treasury Bond ETF | 3.24% | 2,759,911 | $61.5M | Add +15.3% |
| VTEB Vanguard Tax-Exempt Bond ETF | 3.19% | 1,215,658 | $60.4M | Add +14.5% |
| AAPL Apple Inc. | 3.13% | 250,656 | $59.4M | Add +9.2% |
| NVDA Nvidia Corp. | 2.88% | 400,948 | $54.5M | Add +6.7% |
| MSFT Microsoft Corp. | 2.23% | 100,883 | $42.3M | Add +10.6% |
| IEMG iShares Core MSCI Emerging | 1.91% | 708,478 | $36.3M | Add +12.3% |
| MUB iShares National Muni Bond E | 1.64% | 293,396 | $31.0M | Add +36.9% |
| AMZN Amazon.com Inc. | 1.62% | 140,256 | $30.7M | Add +7.7% |
| META Meta Platforms Inc. Class A | 1.41% | 43,459 | $26.8M | Add +5.9% |
| BNDX Vanguard Total Intl Bond ETF | 1.23% | 481,961 | $23.4M | Add +9.7% |
| VSS Vanguard Ftse All Wo X-US SC | 0.96% | 163,041 | $18.2M | Add +5.8% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.93% | 74,242 | $17.7M | Add +21.2% |
| GOOG Alphabet Inc. Class C | 0.91% | 88,841 | $17.2M | Add +6.1% |
| GOOGL Alphabet Inc. Class A | 0.87% | 85,992 | $16.5M | Add +9.7% |
| TSLA Tesla Inc. | 0.84% | 40,323 | $15.9M | Add +3.1% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.78% | 56,244 | $14.8M | Add +8.6% |
| USHY iShares Broad Usd High Yield | 0.77% | 396,120 | $14.5M | Add +5.0% |
| ORCL Oracle Corp. | 0.74% | 91,298 | $14.1M | Add +2.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.69% | 29,690 | $13.1M | Reduce -6.2% |
| SCMB Schwab Municipal Bond ETF | 0.67% | 496,568 | $12.7M | Add +0.4% |
| SCHF Schwab Intl Equity ETF | 0.64% | 660,430 | $12.2M | Reduce -2.0% |
| WFC Wells Fargo & Co. | 0.60% | 163,093 | $11.4M | Add +1.6% |
| LLY Eli Lilly & Co. | 0.60% | 14,149 | $11.3M | Add +8.8% |
| AVGO Broadcom Inc. | 0.59% | 50,228 | $11.3M | Add +10.6% |
| VIGI Vanguard Int Div App Indx FD | 0.53% | 127,684 | $10.1M | Add +5.2% |
| JPM JPMorgan Chase & Co. | 0.52% | 40,716 | $9.8M | Add +11.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.49% | 16,008 | $9.3M | Reduce -1.3% |
| AVUS Avantis U.S. Equity ETF | 0.47% | 91,573 | $8.8M | Add +0.1% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.43% | 121,701 | $8.2M | Add +20.8% |
| AVUV Avantis US Small Cap Value | 0.42% | 84,992 | $8.0M | Add +12.8% |
| IVV iShares Core S&P 500 ETF | 0.41% | 13,476 | $7.9M | Add +0.5% |
| NFLX Netflix Inc. | 0.41% | 9,293 | $7.8M | Add +2.2% |
| QQQ Invesco QQQ Trust Series 1 | 0.40% | 15,086 | $7.7M | Reduce -20.0% |
| V Visa Inc. Class A | 0.40% | 24,354 | $7.5M | Add +9.6% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.37% | 270,302 | $7.0M | Add +1.0% |
| PG The Procter & Gamble Co. | 0.36% | 43,130 | $6.8M | Add +17.7% |
| UNH Unitedhealth Group Inc. | 0.35% | 12,781 | $6.7M | Add +4.1% |
| XOM Exxon Mobil Corp. | 0.33% | 58,632 | $6.2M | Add +0.8% |
| AVDV Avantis Intl S/C Value ETF | 0.32% | 94,131 | $6.0M | Add +9.1% |
| WMT Walmart Inc. | 0.31% | 63,925 | $5.9M | Add +14.5% |
| VGT Vanguard Info Tech ETF | 0.29% | 8,900 | $5.5M | Add +32.4% |
| VTEC Vanguard Ca Tax-Ex Bond | 0.29% | 55,214 | $5.5M | Reduce -0.9% |
| CRM Salesforce Inc. | 0.28% | 16,656 | $5.3M | Reduce -1.9% |
| HD Home Depot Inc. | 0.28% | 13,569 | $5.3M | Add +12.5% |
| MA Mastercard Inc. Class A | 0.28% | 10,368 | $5.2M | Add +9.0% |
| IDEV iShares Core MSCI Dev MKTS | 0.27% | 81,271 | $5.2M | Add +1.8% |
| COST Costco Wholesale Corp. | 0.27% | 5,465 | $5.1M | Add +6.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.26% | 28,902 | $4.8M | Add +5.3% |
| SCHC Schwab Intl Small-Cap Equity | 0.25% | 142,261 | $4.8M | Add +25.6% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.25% | 17,919 | $4.8M | Add +2.2% |
| IJH iShares Core S&P Midcap ETF | 0.24% | 74,799 | $4.6M | Add +3.6% |
| AVDE Avantis International Equity | 0.24% | 75,132 | $4.6M | Add +8.7% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.24% | 11,203 | $4.6M | Add +2.2% |
| ABBV Abbvie Inc. | 0.24% | 25,822 | $4.5M | Add +16.5% |
| ITOT iShares Core S&P Total U.S. | 0.21% | 30,856 | $3.9M | Add +5.4% |
| VT Vanguard Tot World STK ETF | 0.20% | 32,130 | $3.7M | Add +15.2% |
| VEU Vanguard Ftse All-World Ex-U | 0.19% | 64,176 | $3.6M | Add +74.9% |
| MRK Merck & Co. Inc. | 0.19% | 35,562 | $3.5M | Add +21.5% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.19% | 18,074 | $3.5M | Add +1.8% |
| VIG Vanguard Dividend Apprec ETF | 0.18% | 17,957 | $3.5M | Reduce -2.4% |
| JNJ Johnson & Johnson | 0.18% | 23,945 | $3.4M | Reduce -2.9% |
| VXUS Vanguard Total Intl Stock | 0.18% | 58,408 | $3.4M | Add +1.2% |
| VGIT Vanguard Intermediate-Term T | 0.18% | 58,704 | $3.4M | Add +25.3% |
| XLK SS Technology Select Sector | 0.18% | 14,725 | $3.4M | Add +2.4% |
| AXP American Express Co. | 0.18% | 11,402 | $3.3M | Add +11.1% |
| ISRG Intuitive Surgical Inc. | 0.18% | 6,102 | $3.3M | Add +7.6% |
| KO The Coca-Cola Co. | 0.17% | 51,263 | $3.1M | Add +15.1% |
| PM Philip Morris International | 0.16% | 26,348 | $3.1M | Add +76.4% |
| AVEM Avantis Emerging Markets Eq | 0.16% | 53,577 | $3.1M | Add +15.7% |
| VYM Vanguard High DVD Yield ETF | 0.16% | 23,807 | $3.0M | Add +0.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.16% | 66,232 | $3.0M | Add +13.2% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.15% | 18,346 | $2.9M | Add +1.6% |
| CEG Constellation Energy | 0.15% | 9,498 | $2.9M | Add +5.4% |
| GE General Electric filed as GE AEROSPACE | 0.15% | 16,688 | $2.9M | Add +4.2% |
| VONG Vanguard Russell 1000 Growth | 0.15% | 27,795 | $2.8M | Add +1.9% |
| VGK Vanguard Ftse Europe ETF | 0.15% | 44,857 | $2.8M | Add +0.2% |
| IWV iShares Russell 3000 ETF | 0.15% | 8,473 | $2.8M | Add +0.2% |
| PLTR Palantir Technologies Inc. Class A | 0.15% | 41,507 | $2.8M | Reduce -10.8% |
| IJR iShares Core S&P Small-Cap E | 0.14% | 24,261 | $2.7M | Add +9.3% |
| GS Goldman Sachs Group Inc. | 0.14% | 4,898 | $2.7M | Add +8.3% |
| BOXX Alpha Architect 1-3 MNTH Box | 0.14% | 23,953 | $2.6M | New |
| IWB iShares Russell 1000 ETF | 0.14% | 8,112 | $2.6M | Add +2.4% |
| CAT Caterpillar Inc. | 0.14% | 7,331 | $2.6M | Add +7.1% |
| NOW ServiceNow Inc. | 0.14% | 2,500 | $2.6M | Add +7.3% |
| CDNS Cadence Design SYS Inc. | 0.13% | 8,486 | $2.5M | Add +0.8% |
| VXF Vanguard Extended Market ETF | 0.13% | 13,382 | $2.5M | Add +25.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.13% | 11,395 | $2.5M | Add +10.1% |
| T AT&T Inc. | 0.13% | 114,220 | $2.5M | Add +68.1% |
| NYF iShares New York Muni Bond E | 0.13% | 46,482 | $2.5M | Add +0.1% |
| SCHD Schwab US DVD Equity ETF | 0.13% | 90,965 | $2.5M | Add +29.5% |
| VNQ Vanguard Real Estate ETF | 0.13% | 28,420 | $2.4M | Add +5.4% |
| INTU Intuit Inc. | 0.13% | 3,885 | $2.4M | Add +4.2% |
| BLK BlackRock Inc. | 0.13% | 2,485 | $2.4M | Add +20.3% |
| CSCO Cisco Systems Inc. | 0.12% | 39,669 | $2.3M | Add +11.5% |
Portfolio Sells Q3 2024 → Q4 2024
| VEA Vanguard Ftse Developed ETF | Reduce -1.1% | 7.85% | −1.52 |
| SCHF Schwab Intl Equity ETF | Reduce -2.0% | 0.64% | −0.14 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -6.2% | 0.69% | −0.13 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -20.0% | 0.40% | −0.12 |
| AMD Advanced Micro Devices | Reduce -11.0% | 0.11% | −0.09 |
| MRO Marathon Oil Corp. | Sold out | 0.00% | −0.06 |
| PEP Pepsico Inc. | Reduce -25.2% | 0.07% | −0.05 |
| KKR KKR & Co. Inc. | Reduce -60.4% | 0.03% | −0.05 |
| LEG Leggett & Platt Inc. | Sold out | 0.00% | −0.05 |
| JNJ Johnson & Johnson | Reduce -2.9% | 0.18% | −0.04 |
| ELV Elevance Health Inc. | Reduce -52.4% | 0.02% | −0.04 |
| RVMD Revolution Medicines Inc. | Reduce -16.0% | 0.09% | −0.04 |
| ADBE Adobe Inc. | Reduce -0.8% | 0.11% | −0.04 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.3% | 0.49% | −0.04 |
| CPNG Coupang Inc. | Reduce -12.6% | 0.07% | −0.03 |
| VTEC Vanguard Ca Tax-Ex Bond | Reduce -0.9% | 0.29% | −0.03 |
| HYMB SS SPDR N Ice HY Muni ETF | Reduce -13.3% | 0.11% | −0.03 |
| DHI D.R. Horton Inc. | Reduce -1.1% | 0.05% | −0.03 |
| MPWR Monolithic Power Systems Inc. | Reduce -24.2% | 0.02% | −0.03 |
| HCA HCA Healthcare Inc. | Reduce -12.9% | 0.04% | −0.03 |
| MCHP Microchip Technology Inc. | Sold out | 0.00% | −0.02 |
| VPU Vanguard Utilities ETF | Sold out | 0.00% | −0.02 |
| QRVO Qorvo Inc. | Reduce -27.3% | 0.02% | −0.02 |
| VIG Vanguard Dividend Apprec ETF | Reduce -2.4% | 0.18% | −0.02 |
| KHC The Kraft Heinz Co. | Reduce -22.7% | 0.03% | −0.02 |
| EPI Wisdomtree India Earnings | Sold out | 0.00% | −0.02 |
| LIN Linde PLC | Reduce -3.2% | 0.08% | −0.02 |
| CVS CVS Health Corp. | Reduce -21.5% | 0.02% | −0.02 |
| IDXX Idexx Laboratories Inc. | Reduce -10.4% | 0.06% | −0.02 |
| CMCSA Comcast Corp. Class A | Reduce -8.7% | 0.06% | −0.02 |
| PFE Pfizer Inc. | Reduce -17.7% | 0.04% | −0.02 |
| MPC Marathon Petroleum Corp. | Reduce -5.3% | 0.05% | −0.02 |
| TMO Thermo Fisher Scientific Inc. | Reduce -6.6% | 0.06% | −0.02 |
| OBDC Blue Owl Capital Corp. | Sold out | 0.00% | −0.02 |
| DVN Devon Energy Corp. | Sold out | 0.00% | −0.02 |
| DIA SS SPDR Dow Jones Indus Avg | Reduce -45.7% | 0.02% | −0.02 |
| GIS General Mills Inc. | Reduce -7.2% | 0.04% | −0.02 |
| LEN Lennar Corp. Class A | Reduce -6.4% | 0.03% | −0.02 |
| EFA iShares MSCI Eafe ETF | Reduce -6.0% | 0.06% | −0.02 |
| VONV Vanguard Russell 1000 Value | Reduce -2.0% | 0.12% | −0.02 |
| RKT Rocket Cos Inc. Class A | Sold out | 0.00% | −0.02 |
| BIP Brookfield Infrastructure Pa | Sold out | 0.00% | −0.02 |
| ON On Semiconductor | Sold out | 0.00% | −0.02 |
| AOS Smith (a.o.) Corp. | Sold out | 0.00% | −0.02 |
| XBI SS SPDR S&P Biotech ETF | Sold out | 0.00% | −0.02 |
| ADM Archer-Daniels-Midland Co. | Sold out | 0.00% | −0.01 |
| HSY The Hershey Co. | Sold out | 0.00% | −0.01 |
| WING Wingstop Inc. | Sold out | 0.00% | −0.01 |
| CCI Crown Castle Inc. | Sold out | 0.00% | −0.01 |
| DOW Dow Inc. | Reduce -29.7% | 0.01% | −0.01 |
Portfolio Buys Q3 2024 → Q4 2024
| IEFA iShares Core MSCI Eafe ETF | Add +41.4% | 3.66% | +0.59 |
| VTI VG Morningstar TS MKT ETF-US | Add +13.4% | 5.10% | +0.35 |
| MUB iShares National Muni Bond E | Add +36.9% | 1.64% | +0.32 |
| TSLA Tesla Inc. | Add +3.1% | 0.84% | +0.30 |
| AMZN Amazon.com Inc. | Add +7.7% | 1.62% | +0.28 |
| AAPL Apple Inc. | Add +9.2% | 3.13% | +0.23 |
| VOO Vanguard S&P 500 ETF | Add +9.1% | 4.70% | +0.14 |
| GOOGL Alphabet Inc. Class A | Add +9.7% | 0.87% | +0.14 |
| AVGO Broadcom Inc. | Add +10.6% | 0.59% | +0.14 |
| BOXX Alpha Architect 1-3 MNTH Box | New | 0.14% | +0.14 |
| NVDA Nvidia Corp. | Add +6.7% | 2.88% | +0.14 |
| GOOG Alphabet Inc. Class C | Add +6.1% | 0.91% | +0.12 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +21.2% | 0.93% | +0.11 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +14.5% | 3.19% | +0.11 |
| MSFT Microsoft Corp. | Add +10.6% | 2.23% | +0.10 |
| GOVT iShares US Treasury Bond ETF | Add +15.3% | 3.24% | +0.09 |
| WFC Wells Fargo & Co. | Add +1.6% | 0.60% | +0.08 |
| JPM JPMorgan Chase & Co. | Add +11.2% | 0.52% | +0.07 |
| KRE SS SPDR S&P Regional Bank | New | 0.07% | +0.07 |
| OGN Organon & Co. | Add +453.4% | 0.08% | +0.07 |
| VGT Vanguard Info Tech ETF | Add +32.4% | 0.29% | +0.07 |
| ARGT Global X MSCI Argentina ETF | New | 0.06% | +0.06 |
| PM Philip Morris International | Add +76.4% | 0.16% | +0.06 |
| WMT Walmart Inc. | Add +14.5% | 0.31% | +0.06 |
| VEU Vanguard Ftse All-World Ex-U | Add +74.9% | 0.19% | +0.06 |
| APP AppLovin Corp. Class A | Add +4.6% | 0.11% | +0.06 |
| SCYB Schwab High Yield Bond ETF | New | 0.06% | +0.06 |
| V Visa Inc. Class A | Add +9.6% | 0.40% | +0.05 |
| NFLX Netflix Inc. | Add +2.2% | 0.41% | +0.05 |
| T AT&T Inc. | Add +68.1% | 0.13% | +0.05 |
| META Meta Platforms Inc. Class A | Add +5.9% | 1.41% | +0.04 |
| CAG Conagra Brands Inc. | New | 0.04% | +0.04 |
| SPYM Ste STR SPDR PT S&P 500 ETF | New | 0.04% | +0.04 |
| ADP Automatic Data Processing | Add +67.9% | 0.10% | +0.03 |
| IBIT iShares Bitcoin Trust ETF | New | 0.03% | +0.03 |
| SCHG Schwab US Large-Cap Growth | Add +76.2% | 0.08% | +0.03 |
| EQT Eqt Corp. | New | 0.03% | +0.03 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +121.0% | 0.06% | +0.03 |
| NWL Newell Brands Inc. | New | 0.03% | +0.03 |
| UPWK Upwork Inc. | New | 0.03% | +0.03 |
| VTC Vanguard Total Corporate BND | Add +13.7% | 3.64% | +0.03 |
| KMB Kimberly-Clark Corp. | Add +90.2% | 0.07% | +0.03 |
| ABT Abbott Laboratories | Add +40.9% | 0.11% | +0.03 |
| FTEC Fidelity MSCI Info Tech Indx | New | 0.02% | +0.02 |
| UTHR United Therapeutics Corp. | New | 0.02% | +0.02 |
| BAC Bank of America Corp. | Add +13.2% | 0.16% | +0.02 |
| VXF Vanguard Extended Market ETF | Add +25.8% | 0.13% | +0.02 |
| ISRG Intuitive Surgical Inc. | Add +7.6% | 0.18% | +0.02 |
| BMRN Biomarin Pharmaceutical Inc. | New | 0.02% | +0.02 |
| SCHV Schwab US Large-Cap Value | New | 0.02% | +0.02 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 949 | $3.6B | VEA, VTI, VWO, VOO, IEFA |
| Q1 2026 | 838 | $3.1B | VEA, VWO, VTI, VOO, IEFA |
| Q4 2025 | 806 | $2.9B | VEA, VWO, VTI, VOO, IEFA |
| Q3 2025 | 788 | $2.7B | VEA, VWO, VTI, VOO, IEFA |
| Q2 2025 | 742 | $2.3B | VEA, VWO, VTI, IEFA, VOO |
| Q1 2025 | 699 | $2.0B | VEA, VWO, VTI, IEFA, VOO |
| Q4 2024 | 701 | $1.9B | VEA, VWO, VTI, VOO, IEFA |
| Q3 2024 | 668 | $1.8B | VEA, VWO, VTI, VOO, VTC |
| Q2 2024 | 642 | $1.6B | VEA, VWO, VTI, VOO, VTC |
| Q1 2024 | 605 | $1.4B | VEA, VWO, VTI, VOO, VTC |