Wedmont Private Capital
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 10, 2025), Wedmont Private Capital reported 742 stock positions worth $2.3 billion. Its top holding was Vanguard Ftse Developed ETF (VEA) at 8.7% of the portfolio, followed by Vanguard Ftse Emerging Marke (VWO, 5.5%) and VG Morningstar TS MKT ETF-US (VTI, 4.8%). Compared with Q1 2025, it opened 75 new positions, sold out of 32, added to 438 and reduced 194. The biggest buy was Nvidia (NVDA, shares +4%) and the biggest sale Vanguard Tax-Exempt Bond ETF (VTEB, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- WEST CHESTER, PA
- CIK
- 0001904274
- Portfolio Value
- $2.3B (Q2 2025)
- SEC Filing
- 0001904274-25-000005 ↗ filed Jul 10, 2025
Holdings Value
Holdings 742 stocks · $2.3B
| VEA Vanguard Ftse Developed ETF | 8.75% | 3,577,671 | $205.0M | Add +8.2% |
| VWO Vanguard Ftse Emerging Marke | 5.52% | 2,608,070 | $129.4M | Add +6.1% |
| VTI VG Morningstar TS MKT ETF-US | 4.81% | 366,364 | $112.7M | Add +10.0% |
| IEFA iShares Core MSCI Eafe ETF | 4.03% | 1,127,248 | $94.5M | Add +1.0% |
| VOO Vanguard S&P 500 ETF | 3.80% | 155,278 | $89.1M | Reduce -4.0% |
| VTC Vanguard Total Corporate BND | 3.28% | 1,002,796 | $77.0M | Add +0.3% |
| NVDA Nvidia Corp. | 2.99% | 429,653 | $70.0M | Add +3.5% |
| GOVT iShares US Treasury Bond ETF | 2.98% | 3,067,339 | $69.9M | Add +2.3% |
| VTEB Vanguard Tax-Exempt Bond ETF | 2.77% | 1,327,687 | $65.0M | Reduce -2.8% |
| AAPL Apple Inc. | 2.28% | 253,621 | $53.5M | Reduce -2.7% |
| MSFT Microsoft Corp. | 2.25% | 104,758 | $52.7M | Add +5.8% |
| MUB iShares National Muni Bond E | 2.21% | 496,553 | $51.8M | Add +41.9% |
| IEMG iShares Core MSCI Emerging | 2.18% | 852,360 | $51.2M | Add +0.8% |
| META Meta Platforms Inc. Class A | 1.47% | 46,991 | $34.4M | Add +3.0% |
| AMZN Amazon.com Inc. | 1.46% | 153,735 | $34.2M | Reduce -4.3% |
| BNDX Vanguard Total Intl Bond ETF | 1.11% | 529,679 | $26.1M | Add +3.0% |
| VSS Vanguard Ftse All Wo X-US SC | 1.06% | 184,519 | $24.9M | Add +4.0% |
| SCHF Schwab Intl Equity ETF | 0.92% | 970,909 | $21.6M | Add +6.5% |
| AVGO Broadcom Inc. | 0.82% | 69,263 | $19.2M | Add +0.3% |
| ORCL Oracle Corp. | 0.81% | 80,603 | $19.0M | Reduce -9.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.78% | 38,192 | $18.3M | Reduce -2.5% |
| GOOG Alphabet Inc. Class C | 0.75% | 99,298 | $17.6M | Add +4.3% |
| GOOGL Alphabet Inc. Class A | 0.72% | 96,225 | $17.0M | Add +1.5% |
| TSLA Tesla Inc. | 0.66% | 52,269 | $15.5M | Reduce -6.6% |
| USHY iShares Broad Usd High Yield | 0.65% | 406,461 | $15.2M | Reduce -0.8% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.64% | 53,197 | $15.1M | Add +4.9% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.59% | 56,620 | $13.8M | Add +2.7% |
| NFLX Netflix Inc. | 0.56% | 10,192 | $13.1M | Add +3.3% |
| JPM JPMorgan Chase & Co. | 0.53% | 44,047 | $12.5M | Add +3.6% |
| WFC Wells Fargo & Co. | 0.53% | 151,021 | $12.4M | Add +6.9% |
| SCMB Schwab Municipal Bond ETF | 0.52% | 489,484 | $12.3M | Reduce -14.8% |
| SCHB Schwab US Broad Market ETF | 0.52% | 509,143 | $12.3M | Add +3.3% |
| VIGI Vanguard Int Div App Indx FD | 0.52% | 136,549 | $12.2M | Add +4.3% |
| QQQ Invesco QQQ Trust Series 1 | 0.50% | 21,251 | $11.8M | Add +9.6% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.50% | 40,433 | $11.6M | Reduce -6.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.50% | 18,608 | $11.6M | Add +16.2% |
| LLY Eli Lilly & Co. | 0.49% | 14,698 | $11.6M | Add +0.2% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.45% | 129,920 | $10.5M | Add +1.4% |
| V Visa Inc. Class A | 0.42% | 27,252 | $9.7M | Add +7.3% |
| AVUS Avantis U.S. Equity ETF | 0.40% | 91,640 | $9.4M | Add +0.0% |
| IVV iShares Core S&P 500 ETF | 0.39% | 14,638 | $9.2M | Add +3.9% |
| AVDV Avantis Intl S/C Value ETF | 0.37% | 107,809 | $8.7M | Add +1.0% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.36% | 281,835 | $8.5M | Add +1.6% |
| ABBV Abbvie Inc. | 0.33% | 39,996 | $7.6M | Add +7.4% |
| XOM Exxon Mobil Corp. | 0.32% | 64,916 | $7.4M | Add +3.6% |
| AVUV Avantis US Small Cap Value | 0.31% | 77,418 | $7.3M | Reduce -4.3% |
| IDEV iShares Core MSCI Dev MKTS | 0.30% | 92,292 | $7.1M | Add +1.4% |
| VTEC Vanguard Ca Tax-Ex Bond | 0.29% | 70,763 | $6.9M | Add +5.4% |
| PM Philip Morris International | 0.28% | 37,491 | $6.7M | Add +30.5% |
| SCHC Schwab Intl Small-Cap Equity | 0.28% | 153,314 | $6.6M | Add +0.9% |
| WMT Walmart Inc. | 0.28% | 66,786 | $6.5M | Add +5.1% |
| IJH iShares Core S&P Midcap ETF | 0.27% | 100,784 | $6.4M | Add +0.7% |
| MA Mastercard Inc. Class A | 0.27% | 11,299 | $6.4M | Add +4.8% |
| PLTR Palantir Technologies Inc. Class A | 0.26% | 43,272 | $6.2M | Add +4.3% |
| VEU Vanguard Ftse All-World Ex-U | 0.26% | 91,446 | $6.2M | Add +9.6% |
| GEV GE Vernova Inc. | 0.26% | 11,490 | $6.2M | Add +169.5% |
| COST Costco Wholesale Corp. | 0.26% | 6,129 | $6.0M | Add +5.3% |
| VXUS Vanguard Total Intl Stock | 0.24% | 80,962 | $5.6M | Add +4.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.24% | 31,405 | $5.6M | Add +8.6% |
| PG The Procter & Gamble Co. | 0.23% | 34,815 | $5.5M | Reduce -17.2% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.23% | 12,152 | $5.4M | Add +11.3% |
| VT Vanguard Tot World STK ETF | 0.23% | 41,344 | $5.4M | Add +9.9% |
| T AT&T Inc. | 0.23% | 189,850 | $5.3M | Add +54.0% |
| AVDE Avantis International Equity | 0.22% | 69,691 | $5.2M | Add +0.4% |
| HD Home Depot Inc. | 0.22% | 13,745 | $5.1M | Add +2.2% |
| GE General Electric filed as GE AEROSPACE | 0.21% | 19,649 | $4.9M | Add +14.0% |
| VGT Vanguard Info Tech ETF | 0.21% | 7,203 | $4.9M | Reduce -0.1% |
| IJR iShares Core S&P Small-Cap E | 0.20% | 42,130 | $4.8M | Reduce -3.0% |
| ITOT iShares Core S&P Total U.S. | 0.19% | 33,303 | $4.5M | Add +1.5% |
| CRM Salesforce Inc. | 0.19% | 16,644 | $4.5M | Reduce -1.0% |
| KO The Coca-Cola Co. | 0.19% | 63,475 | $4.4M | Add +18.9% |
| JNJ Johnson & Johnson | 0.19% | 27,975 | $4.4M | Add +4.6% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.18% | 6 | $4.3M | No change |
| ABT Abbott Laboratories | 0.18% | 30,922 | $4.1M | Add +5.9% |
| VGIT Vanguard Intermediate-Term T | 0.17% | 67,162 | $4.0M | Add +5.5% |
| VIG Vanguard Dividend Apprec ETF | 0.17% | 18,863 | $3.9M | Add +0.4% |
| AXP American Express Co. | 0.16% | 12,040 | $3.8M | Add +4.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.16% | 13,065 | $3.8M | Add +9.3% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.16% | 18,168 | $3.7M | Reduce -0.6% |
| DGRW Wisdomtree U.S. Quality Divi | 0.15% | 42,269 | $3.6M | Add +0.0% |
| AVEM Avantis Emerging Markets Eq | 0.15% | 52,293 | $3.6M | Add +12.8% |
| GS Goldman Sachs Group Inc. | 0.15% | 5,140 | $3.6M | Add +2.0% |
| ISRG Intuitive Surgical Inc. | 0.15% | 6,690 | $3.5M | Add +4.0% |
| VYM Vanguard High DVD Yield ETF | 0.15% | 25,375 | $3.4M | Add +0.5% |
| VGK Vanguard Ftse Europe ETF | 0.14% | 43,034 | $3.4M | Reduce -3.5% |
| XLK SS Technology Select Sector | 0.14% | 13,065 | $3.4M | Reduce -3.8% |
| UNH Unitedhealth Group Inc. | 0.14% | 11,029 | $3.3M | Reduce -8.8% |
| INTU Intuit Inc. | 0.14% | 4,314 | $3.3M | Add +4.3% |
| NEM Newmont Corp. | 0.14% | 55,312 | $3.2M | Add +376.3% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.14% | 11,308 | $3.2M | Add +5.5% |
| CSCO Cisco Systems Inc. | 0.13% | 45,297 | $3.1M | Add +7.0% |
| IWV iShares Russell 3000 ETF | 0.13% | 8,821 | $3.1M | Add +0.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.13% | 66,386 | $3.1M | Add +2.2% |
| CEG Constellation Energy | 0.13% | 9,765 | $3.1M | Add +4.4% |
| VNQ Vanguard Real Estate ETF | 0.13% | 34,291 | $3.1M | Add +0.3% |
| CAT Caterpillar Inc. | 0.13% | 7,573 | $3.0M | Add +6.0% |
| BKNG Booking Holdings Inc. | 0.13% | 531 | $3.0M | Add +6.4% |
| VONG Vanguard Russell 1000 Growth | 0.13% | 27,144 | $3.0M | Add +1.0% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.13% | 17,839 | $3.0M | Reduce -3.0% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.13% | 37,324 | $3.0M | Add +62.8% |
Portfolio Sells Q1 2025 → Q2 2025
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -2.8% | 2.77% | −0.60 |
| AAPL Apple Inc. | Reduce -2.7% | 2.28% | −0.36 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -2.5% | 0.78% | −0.27 |
| VOO Vanguard S&P 500 ETF | Reduce -4.0% | 3.80% | −0.27 |
| UNH Unitedhealth Group Inc. | Reduce -8.8% | 0.14% | −0.23 |
| SCMB Schwab Municipal Bond ETF | Reduce -14.8% | 0.52% | −0.20 |
| PG The Procter & Gamble Co. | Reduce -17.2% | 0.23% | −0.13 |
| USHY iShares Broad Usd High Yield | Reduce -0.8% | 0.65% | −0.10 |
| TSLA Tesla Inc. | Reduce -6.6% | 0.66% | −0.06 |
| AMZN Amazon.com Inc. | Reduce -4.3% | 1.46% | −0.06 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -6.9% | 0.50% | −0.05 |
| TMO Thermo Fisher Scientific Inc. | Reduce -49.7% | 0.02% | −0.03 |
| PPC Pilgrim's Pride Corp. | Reduce -7.0% | 0.06% | −0.03 |
| CRM Salesforce Inc. | Reduce -1.0% | 0.19% | −0.03 |
| FISV Fiserv Inc. | Reduce -6.4% | 0.05% | −0.03 |
| CVX Chevron Corp. | Reduce -19.4% | 0.08% | −0.03 |
| PEP Pepsico Inc. | Reduce -16.1% | 0.05% | −0.03 |
| CPRT Copart Inc. | Reduce -9.6% | 0.04% | −0.02 |
| DFS Discover Financial Services | Sold out | 0.00% | −0.02 |
| MRSH Marsh & McLennan Cos | Reduce -1.2% | 0.07% | −0.02 |
| JAZZ Jazz Pharmaceuticals PLC | Reduce -66.2% | 0.01% | −0.02 |
| SCHD Schwab US DVD Equity ETF | Reduce -5.0% | 0.11% | −0.02 |
| DBEF Xtrackers MSCI Eafe Hedged E | Reduce -20.1% | 0.05% | −0.02 |
| GPN Global Payments Inc. | Reduce -12.8% | 0.04% | −0.02 |
| MSI Motorola Solutions Inc. | Reduce -0.9% | 0.08% | −0.02 |
| JWN Nordstrom Inc. | Sold out | 0.00% | −0.02 |
| ADBE Adobe Inc. | Reduce -5.0% | 0.08% | −0.02 |
| BLDR Builders Firstsource Inc. | Sold out | 0.00% | −0.02 |
| AZEK The Azek Co. Inc. | Sold out | 0.00% | −0.01 |
| FBIN Fortune Brands Innovations I | Sold out | 0.00% | −0.01 |
| AVUV Avantis US Small Cap Value | Reduce -4.3% | 0.31% | −0.01 |
| COO The Cooper Cos Inc. | Sold out | 0.00% | −0.01 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Reduce -3.0% | 0.13% | −0.01 |
| OMC Omnicom Group | Sold out | 0.00% | −0.01 |
| AJG Arthur J Gallagher & Co. | Reduce -1.8% | 0.05% | −0.01 |
| SUB iShares Short-Term National | Reduce -0.4% | 0.07% | −0.01 |
| ELV Elevance Health Inc. | Reduce -8.2% | 0.02% | −0.01 |
| ACN Accenture PLC Class A | Reduce -6.6% | 0.06% | −0.01 |
| HPQ HP Inc. | Sold out | 0.00% | −0.01 |
| COP Conocophillips | Reduce -6.7% | 0.07% | −0.01 |
| OKE Oneok Inc. | Reduce -2.8% | 0.05% | −0.01 |
| PYCR Paycor HCM Inc. | Sold out | 0.00% | −0.01 |
| XLP SS Consumer Staples Sel Sect | Reduce -4.3% | 0.05% | −0.01 |
| WTV Wisdomtree U.S. Value Fund | Sold out | 0.00% | −0.01 |
| STZ Constellation Brands Inc. Class A | Sold out | 0.00% | −0.01 |
| FOX Fox Corp. Class B | Sold out | 0.00% | −0.01 |
| IBB iShares Biotechnology ETF | Sold out | 0.00% | −0.01 |
| VGK Vanguard Ftse Europe ETF | Reduce -3.5% | 0.14% | −0.01 |
| FTV Fortive Corp. | Sold out | 0.00% | −0.01 |
| FICO Fair Isaac Corp. | Reduce -9.0% | 0.02% | −0.01 |
Portfolio Buys Q1 2025 → Q2 2025
| NVDA Nvidia Corp. | Add +3.5% | 2.99% | +0.63 |
| MUB iShares National Muni Bond E | Add +41.9% | 2.21% | +0.37 |
| VEA Vanguard Ftse Developed ETF | Add +8.2% | 8.75% | +0.37 |
| VTI VG Morningstar TS MKT ETF-US | Add +10.0% | 4.81% | +0.34 |
| MSFT Microsoft Corp. | Add +5.8% | 2.25% | +0.28 |
| META Meta Platforms Inc. Class A | Add +3.0% | 1.47% | +0.20 |
| GEV GE Vernova Inc. | Add +169.5% | 0.26% | +0.19 |
| AVGO Broadcom Inc. | Add +0.3% | 0.82% | +0.18 |
| NEM Newmont Corp. | Add +376.3% | 0.14% | +0.11 |
| NFLX Netflix Inc. | Add +3.3% | 0.56% | +0.10 |
| VWO Vanguard Ftse Emerging Marke | Add +6.1% | 5.52% | +0.09 |
| PLTR Palantir Technologies Inc. Class A | Add +4.3% | 0.26% | +0.08 |
| WFC Wells Fargo & Co. | Add +6.9% | 0.53% | +0.07 |
| HOOD Robinhood Markets Inc. Class A | Add +102.9% | 0.10% | +0.07 |
| T AT&T Inc. | Add +54.0% | 0.23% | +0.06 |
| PM Philip Morris International | Add +30.5% | 0.28% | +0.06 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +16.2% | 0.50% | +0.06 |
| QQQ Invesco QQQ Trust Series 1 | Add +9.6% | 0.50% | +0.05 |
| GE General Electric | Add +14.0% | 0.21% | +0.05 |
| LRCX Lam Research Corp. | Add +40.8% | 0.10% | +0.04 |
| OGN Organon & Co. | Add +233.9% | 0.06% | +0.04 |
| NOC Northrop Grumman Corp. | Add +161.6% | 0.07% | +0.04 |
| VSS Vanguard Ftse All Wo X-US SC | Add +4.0% | 1.06% | +0.04 |
| COF Capital One Financial Corp. | Add +53.6% | 0.08% | +0.04 |
| RCL Royal Caribbean Cruises Ltd. | Add +2.6% | 0.11% | +0.04 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +62.8% | 0.13% | +0.03 |
| DFAC Dimensional US Core Equity 2 | Add +43.7% | 0.12% | +0.03 |
| AMCR Amcor PLC | Add +677.0% | 0.04% | +0.03 |
| CEG Constellation Energy | Add +4.4% | 0.13% | +0.03 |
| AVIV Avantis Intl LRG Cap Val ETF | Add +47.5% | 0.11% | +0.03 |
| DGRO iShares Core Dividend Growth | Add +98.5% | 0.07% | +0.03 |
| PSX Phillips 66 | Add +73.7% | 0.06% | +0.03 |
| DFSV Dimensional US Small Cap Val | Add +109.0% | 0.05% | +0.03 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +11.3% | 0.23% | +0.03 |
| RBLX Roblox Corp. Class A | Add +1.5% | 0.07% | +0.03 |
| GS Goldman Sachs Group Inc. | Add +2.0% | 0.15% | +0.03 |
| VGSH Vanguard Short-Term Treasury | Add +49.4% | 0.12% | +0.02 |
| COIN Coinbase Global Inc. Class A | Add +2.0% | 0.05% | +0.02 |
| APH Amphenol Corp. Class A | Add +3.2% | 0.10% | +0.02 |
| QUAL iShares MSCI USA Quality Fac | New | 0.02% | +0.02 |
| CAT Caterpillar Inc. | Add +6.0% | 0.13% | +0.02 |
| IAUM iShares Gold Trust Micro | Add +129.4% | 0.04% | +0.02 |
| SCHF Schwab Intl Equity ETF | Add +6.5% | 0.92% | +0.02 |
| SMH Vaneck Semiconductor ETF | Add +76.1% | 0.04% | +0.02 |
| BA The Boeing Co. | Add +17.7% | 0.07% | +0.02 |
| ANET Arista Networks Inc. | Add +3.3% | 0.09% | +0.02 |
| JPM JPMorgan Chase & Co. | Add +3.6% | 0.53% | +0.02 |
| IBM Intl Business Machines Corp. | Add +9.3% | 0.16% | +0.02 |
| GLD SPDR Gold Shares | New | 0.02% | +0.02 |
| INTU Intuit Inc. | Add +4.3% | 0.14% | +0.02 |
Options Activity Q1 2025 → Q2 2025
| GRAB Grab Holdings Ltd. Class A | call | Sold out | 20,000 | $2Kbefore exit |
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 |