Wedmont Private Capital
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 14, 2025), Wedmont Private Capital reported 699 stock positions worth $2.0 billion. Its top holding was Vanguard Ftse Developed ETF (VEA) at 8.4% of the portfolio, followed by Vanguard Ftse Emerging Marke (VWO, 5.4%) and VG Morningstar TS MKT ETF-US (VTI, 4.5%). Compared with Q4 2024, it opened 71 new positions, sold out of 73, added to 421 and reduced 167. The biggest buy was iShares Core MSCI Eafe ETF (IEFA, shares +12%) and the biggest sale Vanguard S&P 500 ETF (VOO, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- WEST CHESTER, PA
- CIK
- 0001904274
- Portfolio Value
- $2.0B (Q1 2025)
- SEC Filing
- 0001904274-25-000004 ↗ filed Apr 14, 2025
Holdings Value
Holdings 699 stocks · $2.0B
| VEA Vanguard Ftse Developed ETF | 8.37% | 3,306,390 | $163.4M | Add +5.7% |
| VWO Vanguard Ftse Emerging Marke | 5.43% | 2,458,408 | $106.0M | Add +8.4% |
| VTI VG Morningstar TS MKT ETF-US | 4.47% | 333,135 | $87.2M | Reduce -0.9% |
| IEFA iShares Core MSCI Eafe ETF | 4.20% | 1,116,274 | $81.9M | Add +12.2% |
| VOO Vanguard S&P 500 ETF | 4.07% | 161,780 | $79.4M | Reduce -2.9% |
| VTC Vanguard Total Corporate BND | 3.83% | 999,491 | $74.7M | Add +8.6% |
| GOVT iShares US Treasury Bond ETF | 3.48% | 2,997,326 | $67.9M | Add +8.6% |
| VTEB Vanguard Tax-Exempt Bond ETF | 3.37% | 1,365,745 | $65.7M | Add +12.3% |
| AAPL Apple Inc. | 2.65% | 260,718 | $51.7M | Add +4.0% |
| NVDA Nvidia Corp. | 2.36% | 414,908 | $46.0M | Add +3.5% |
| IEMG iShares Core MSCI Emerging | 2.24% | 845,765 | $43.7M | Add +19.4% |
| MSFT Microsoft Corp. | 1.97% | 99,061 | $38.5M | Reduce -1.8% |
| MUB iShares National Muni Bond E | 1.83% | 349,835 | $35.8M | Add +19.2% |
| AMZN Amazon.com Inc. | 1.52% | 160,599 | $29.7M | Add +14.5% |
| BNDX Vanguard Total Intl Bond ETF | 1.29% | 514,152 | $25.1M | Add +6.7% |
| META Meta Platforms Inc. Class A | 1.27% | 45,637 | $24.8M | Add +5.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.05% | 39,184 | $20.5M | Add +32.0% |
| VSS Vanguard Ftse All Wo X-US SC | 1.03% | 177,367 | $20.1M | Add +8.8% |
| SCHF Schwab Intl Equity ETF | 0.90% | 911,946 | $17.5M | Add +38.1% |
| GOOG Alphabet Inc. Class C | 0.78% | 95,213 | $15.2M | Add +7.2% |
| GOOGL Alphabet Inc. Class A | 0.76% | 94,830 | $14.9M | Add +10.3% |
| USHY iShares Broad Usd High Yield | 0.75% | 409,744 | $14.6M | Add +3.4% |
| SCMB Schwab Municipal Bond ETF | 0.73% | 574,349 | $14.2M | Add +15.7% |
| TSLA Tesla Inc. | 0.72% | 55,957 | $14.1M | Add +38.8% |
| AVGO Broadcom Inc. | 0.64% | 69,073 | $12.6M | Add +37.5% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.63% | 50,702 | $12.4M | Reduce -9.8% |
| ORCL Oracle Corp. | 0.61% | 89,236 | $11.8M | Reduce -2.3% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.58% | 55,134 | $11.3M | Reduce -25.7% |
| LLY Eli Lilly & Co. | 0.55% | 14,668 | $10.7M | Add +3.7% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.55% | 43,427 | $10.7M | Add +142.3% |
| VIGI Vanguard Int Div App Indx FD | 0.54% | 130,878 | $10.5M | Add +2.5% |
| SCHB Schwab US Broad Market ETF | 0.52% | 492,766 | $10.1M | Add +4357.8% |
| JPM JPMorgan Chase & Co. | 0.51% | 42,499 | $10.0M | Add +4.4% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.47% | 128,133 | $9.1M | Add +5.3% |
| NFLX Netflix Inc. | 0.46% | 9,871 | $9.1M | Add +6.2% |
| WFC Wells Fargo & Co. | 0.45% | 141,297 | $8.8M | Reduce -13.4% |
| QQQ Invesco QQQ Trust Series 1 | 0.45% | 19,386 | $8.8M | Add +28.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.44% | 16,012 | $8.5M | Add +0.0% |
| V Visa Inc. Class A | 0.43% | 25,385 | $8.5M | Add +4.2% |
| AVUS Avantis U.S. Equity ETF | 0.41% | 91,607 | $8.0M | Add +0.0% |
| IVV iShares Core S&P 500 ETF | 0.39% | 14,095 | $7.6M | Add +4.6% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.38% | 277,518 | $7.3M | Add +2.7% |
| UNH Unitedhealth Group Inc. | 0.37% | 12,096 | $7.3M | Reduce -5.4% |
| AVDV Avantis Intl S/C Value ETF | 0.37% | 106,773 | $7.2M | Add +13.4% |
| PG The Procter & Gamble Co. | 0.36% | 42,046 | $7.0M | Reduce -2.5% |
| ABBV Abbvie Inc. | 0.33% | 37,245 | $6.5M | Add +44.2% |
| XOM Exxon Mobil Corp. | 0.33% | 62,645 | $6.5M | Add +6.8% |
| VTEC Vanguard Ca Tax-Ex Bond | 0.33% | 67,149 | $6.4M | Add +21.6% |
| AVUV Avantis US Small Cap Value | 0.33% | 80,941 | $6.4M | Reduce -4.8% |
| IDEV iShares Core MSCI Dev MKTS | 0.31% | 91,050 | $6.1M | Add +12.0% |
| WMT Walmart Inc. | 0.30% | 63,541 | $5.9M | Reduce -0.6% |
| COST Costco Wholesale Corp. | 0.29% | 5,821 | $5.6M | Add +6.5% |
| MA Mastercard Inc. Class A | 0.28% | 10,777 | $5.5M | Add +3.9% |
| IJH iShares Core S&P Midcap ETF | 0.28% | 100,055 | $5.4M | Add +33.8% |
| SCHC Schwab Intl Small-Cap Equity | 0.28% | 151,984 | $5.4M | Add +6.8% |
| VEU Vanguard Ftse All-World Ex-U | 0.25% | 83,445 | $4.9M | Add +30.0% |
| HD Home Depot Inc. | 0.24% | 13,450 | $4.8M | Reduce -0.9% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.24% | 6 | $4.7M | New |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.24% | 28,911 | $4.7M | Add +0.0% |
| VXUS Vanguard Total Intl Stock | 0.24% | 77,662 | $4.7M | Add +33.0% |
| AVDE Avantis International Equity | 0.23% | 69,424 | $4.5M | Reduce -7.6% |
| PM Philip Morris International | 0.23% | 28,730 | $4.4M | Add +9.0% |
| CRM Salesforce Inc. | 0.22% | 16,811 | $4.3M | Add +0.9% |
| VT Vanguard Tot World STK ETF | 0.21% | 37,624 | $4.2M | Add +17.1% |
| IJR iShares Core S&P Small-Cap E | 0.21% | 43,414 | $4.1M | Add +79.0% |
| JNJ Johnson & Johnson | 0.21% | 26,747 | $4.1M | Add +11.7% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.20% | 10,922 | $3.9M | Reduce -2.5% |
| KO The Coca-Cola Co. | 0.20% | 53,407 | $3.8M | Add +4.2% |
| ITOT iShares Core S&P Total U.S. | 0.20% | 32,806 | $3.8M | Add +6.3% |
| VGT Vanguard Info Tech ETF | 0.19% | 7,207 | $3.7M | Reduce -19.0% |
| VGIT Vanguard Intermediate-Term T | 0.19% | 63,662 | $3.7M | Add +8.4% |
| ABT Abbott Laboratories | 0.19% | 29,190 | $3.7M | Add +51.9% |
| PLTR Palantir Technologies Inc. Class A | 0.19% | 41,480 | $3.7M | Reduce -0.1% |
| VIG Vanguard Dividend Apprec ETF | 0.18% | 18,796 | $3.5M | Add +4.7% |
| T AT&T Inc. | 0.17% | 123,247 | $3.3M | Add +7.9% |
| DGRW Wisdomtree U.S. Quality Divi | 0.16% | 42,268 | $3.2M | New |
| ISRG Intuitive Surgical Inc. | 0.16% | 6,432 | $3.2M | Add +5.4% |
| GE General Electric filed as GE AEROSPACE | 0.16% | 17,234 | $3.1M | Add +3.3% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.16% | 18,279 | $3.1M | Add +1.1% |
| VYM Vanguard High DVD Yield ETF | 0.16% | 25,254 | $3.1M | Add +6.1% |
| VGK Vanguard Ftse Europe ETF | 0.16% | 44,609 | $3.0M | Reduce -0.6% |
| AXP American Express Co. | 0.15% | 11,550 | $2.9M | Add +1.3% |
| VNQ Vanguard Real Estate ETF | 0.15% | 34,176 | $2.9M | Add +20.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.14% | 11,953 | $2.8M | Add +4.9% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.14% | 18,400 | $2.8M | Add +0.3% |
| XLK SS Technology Select Sector | 0.14% | 13,574 | $2.7M | Reduce -7.8% |
| AVEM Avantis Emerging Markets Eq | 0.14% | 46,363 | $2.7M | Reduce -13.5% |
| IWV iShares Russell 3000 ETF | 0.14% | 8,804 | $2.7M | Add +3.9% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.13% | 10,717 | $2.5M | Add +109.6% |
| GS Goldman Sachs Group Inc. | 0.13% | 5,038 | $2.5M | Add +2.9% |
| SCHD Schwab US DVD Equity ETF | 0.13% | 96,852 | $2.5M | Add +6.5% |
| INTU Intuit Inc. | 0.12% | 4,134 | $2.4M | Add +6.4% |
| CSCO Cisco Systems Inc. | 0.12% | 42,325 | $2.4M | Add +6.7% |
| VONG Vanguard Russell 1000 Growth | 0.12% | 26,868 | $2.4M | Reduce -3.3% |
| NYF iShares New York Muni Bond E | 0.12% | 46,684 | $2.4M | Add +0.4% |
| SCHX Schwab US Large-Cap ETF | 0.12% | 112,167 | $2.4M | Add +264.0% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.12% | 64,967 | $2.3M | Reduce -1.9% |
| PGR Progressive Corp. | 0.12% | 8,462 | $2.3M | Add +6.0% |
| RTX RTX Corp. | 0.12% | 18,016 | $2.3M | Add +8.4% |
| BKNG Booking Holdings Inc. | 0.12% | 499 | $2.3M | Add +4.0% |
Options reported separately and not counted above: GRAB calls ($2K).
Portfolio Sells Q4 2024 → Q1 2025
| VOO Vanguard S&P 500 ETF | Reduce -2.9% | 4.07% | −0.63 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.9% | 4.47% | −0.63 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -25.7% | 0.58% | −0.35 |
| MSFT Microsoft Corp. | Reduce -1.8% | 1.97% | −0.26 |
| WFC Wells Fargo & Co. | Reduce -13.4% | 0.45% | −0.15 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -9.8% | 0.63% | −0.15 |
| BOXX Alpha Architect 1-3 MNTH Box | Sold out | 0.00% | −0.14 |
| ORCL Oracle Corp. | Reduce -2.3% | 0.61% | −0.14 |
| MRK Merck & Co. Inc. | Reduce -44.2% | 0.08% | −0.11 |
| AVUV Avantis US Small Cap Value | Reduce -4.8% | 0.33% | −0.10 |
| VGT Vanguard Info Tech ETF | Reduce -19.0% | 0.19% | −0.10 |
| KRE SS SPDR S&P Regional Bank | Sold out | 0.00% | −0.07 |
| IWB iShares Russell 1000 ETF | Reduce -46.0% | 0.07% | −0.07 |
| ARGT Global X MSCI Argentina ETF | Sold out | 0.00% | −0.06 |
| OGN Organon & Co. | Reduce -54.7% | 0.03% | −0.06 |
| SCYB Schwab High Yield Bond ETF | Sold out | 0.00% | −0.06 |
| CEG Constellation Energy | Reduce -1.6% | 0.10% | −0.05 |
| GPN Global Payments Inc. | Reduce -24.4% | 0.06% | −0.04 |
| REGN Regeneron Pharmaceuticals | Reduce -54.7% | 0.02% | −0.04 |
| XLK SS Technology Select Sector | Reduce -7.8% | 0.14% | −0.04 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -2.5% | 0.20% | −0.04 |
| BAC Bank of America Corp. | Reduce -1.9% | 0.12% | −0.04 |
| CAG Conagra Brands Inc. | Sold out | 0.00% | −0.04 |
| HD Home Depot Inc. | Reduce -0.9% | 0.24% | −0.04 |
| DHR Danaher Corp. | Reduce -35.6% | 0.04% | −0.03 |
| KHC The Kraft Heinz Co. | Sold out | 0.00% | −0.03 |
| NWL Newell Brands Inc. | Sold out | 0.00% | −0.03 |
| ACN Accenture PLC Class A | Reduce -11.2% | 0.07% | −0.03 |
| RNR Renaissancere Holdings Ltd. | Sold out | 0.00% | −0.03 |
| UPWK Upwork Inc. | Sold out | 0.00% | −0.03 |
| CAT Caterpillar Inc. | Reduce -2.5% | 0.11% | −0.03 |
| DIS The Walt Disney Co. | Reduce -4.0% | 0.07% | −0.03 |
| GIS General Mills Inc. | Reduce -71.4% | 0.01% | −0.03 |
| AVEM Avantis Emerging Markets Eq | Reduce -13.5% | 0.14% | −0.03 |
| VONG Vanguard Russell 1000 Growth | Reduce -3.3% | 0.12% | −0.03 |
| UTHR United Therapeutics Corp. | Sold out | 0.00% | −0.02 |
| VXF Vanguard Extended Market ETF | Reduce -0.6% | 0.11% | −0.02 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -61.1% | 0.01% | −0.02 |
| BMRN Biomarin Pharmaceutical Inc. | Sold out | 0.00% | −0.02 |
| RLI Rli Corp. | Sold out | 0.00% | −0.02 |
| BBY Best Buy Co. Inc. | Sold out | 0.00% | −0.02 |
| TGT Target Corp. | Reduce -46.3% | 0.01% | −0.02 |
| MTUM iShares MSCI USA Momentum Fa | Sold out | 0.00% | −0.02 |
| SNPS Synopsys Inc. | Reduce -8.0% | 0.07% | −0.02 |
| DFUV Dimensional US Marketwide Va | Sold out | 0.00% | −0.02 |
| KMB Kimberly-Clark Corp. | Reduce -32.9% | 0.05% | −0.02 |
| HII Huntington Ingalls Industrie | Sold out | 0.00% | −0.02 |
| USB US Bancorp | Reduce -15.1% | 0.04% | −0.02 |
| ACGL Arch Capital Group Ltd. | Reduce -37.5% | 0.03% | −0.02 |
| XYZ Block Inc. | Sold out | 0.00% | −0.02 |
Portfolio Buys Q4 2024 → Q1 2025
| IEFA iShares Core MSCI Eafe ETF | Add +12.2% | 4.20% | +0.54 |
| VEA Vanguard Ftse Developed ETF | Add +5.7% | 8.37% | +0.53 |
| SCHB Schwab US Broad Market ETF | Add +4357.8% | 0.52% | +0.50 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +32.0% | 1.05% | +0.36 |
| IEMG iShares Core MSCI Emerging | Add +19.4% | 2.24% | +0.33 |
| VWO Vanguard Ftse Emerging Marke | Add +8.4% | 5.43% | +0.31 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Add +142.3% | 0.55% | +0.29 |
| SCHF Schwab Intl Equity ETF | Add +38.1% | 0.90% | +0.26 |
| BRK.A Berkshire Hathaway Inc. Class A | New | 0.24% | +0.24 |
| GOVT iShares US Treasury Bond ETF | Add +8.6% | 3.48% | +0.24 |
| MUB iShares National Muni Bond E | Add +19.2% | 1.83% | +0.20 |
| VTC Vanguard Total Corporate BND | Add +8.6% | 3.83% | +0.19 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +12.3% | 3.37% | +0.18 |
| DGRW Wisdomtree U.S. Quality Divi | New | 0.16% | +0.16 |
| FTC First Trust Large Cap Growth | New | 0.10% | +0.10 |
| ABBV Abbvie Inc. | Add +44.2% | 0.33% | +0.10 |
| SCHX Schwab US Large-Cap ETF | Add +264.0% | 0.12% | +0.08 |
| ABT Abbott Laboratories | Add +51.9% | 0.19% | +0.08 |
| VSS Vanguard Ftse All Wo X-US SC | Add +8.8% | 1.03% | +0.07 |
| IJR iShares Core S&P Small-Cap E | Add +79.0% | 0.21% | +0.07 |
| ESGV Vanguard ESG US Stock ETF | Add +550.0% | 0.08% | +0.07 |
| TDIV FT Nasdaq Tech DVD Index FD | New | 0.07% | +0.07 |
| PM Philip Morris International | Add +9.0% | 0.23% | +0.06 |
| SMLF iShares US Smallcap Equity F | New | 0.06% | +0.06 |
| VXUS Vanguard Total Intl Stock | Add +33.0% | 0.24% | +0.06 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Add +109.6% | 0.13% | +0.06 |
| VEU Vanguard Ftse All-World Ex-U | Add +30.0% | 0.25% | +0.06 |
| FEX First Trust Large Cap Core A | New | 0.06% | +0.06 |
| SCMB Schwab Municipal Bond ETF | Add +15.7% | 0.73% | +0.06 |
| RJF Raymond James Financial Inc. | Add +450.0% | 0.07% | +0.06 |
| BNDX Vanguard Total Intl Bond ETF | Add +6.7% | 1.29% | +0.05 |
| NFLX Netflix Inc. | Add +6.2% | 0.46% | +0.05 |
| AVDV Avantis Intl S/C Value ETF | Add +13.4% | 0.37% | +0.05 |
| AVGO Broadcom Inc. | Add +37.5% | 0.64% | +0.05 |
| QQQ Invesco QQQ Trust Series 1 | Add +28.5% | 0.45% | +0.05 |
| INTF iShares International Equity | New | 0.05% | +0.05 |
| VGSH Vanguard Short-Term Treasury | Add +86.6% | 0.10% | +0.05 |
| VSGX Vanguard ESG Intl Stock ETF | New | 0.04% | +0.04 |
| DLN Wisdomtree US Largecap Divid | Add +145.5% | 0.08% | +0.04 |
| VTEC Vanguard Ca Tax-Ex Bond | Add +21.6% | 0.33% | +0.04 |
| SUB iShares Short-Term National | Add +93.3% | 0.09% | +0.04 |
| GDX Vaneck Gold Miners ETF | New | 0.04% | +0.04 |
| DFIV Dimensional International Va | New | 0.04% | +0.04 |
| T AT&T Inc. | Add +7.9% | 0.17% | +0.04 |
| V Visa Inc. Class A | Add +4.2% | 0.43% | +0.04 |
| IDEV iShares Core MSCI Dev MKTS | Add +12.0% | 0.31% | +0.04 |
| VYMI Vanguard Int High DVD YLD Inc. | Add +5.3% | 0.47% | +0.04 |
| IJH iShares Core S&P Midcap ETF | Add +33.8% | 0.28% | +0.03 |
| KO The Coca-Cola Co. | Add +4.2% | 0.20% | +0.03 |
| VRTX Vertex Pharmaceuticals Inc. | Add +19.9% | 0.11% | +0.03 |
Options Activity Q4 2024 → Q1 2025
| GRAB Grab Holdings Ltd. Class A | call | New | 20,000 | $2K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
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 |