Wedmont Private Capital
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 8, 2025), Wedmont Private Capital reported 788 stock positions worth $2.7 billion. Its top holding was Vanguard Ftse Developed ETF (VEA) at 8.9% of the portfolio, followed by Vanguard Ftse Emerging Marke (VWO, 5.7%) and VG Morningstar TS MKT ETF-US (VTI, 4.9%). Compared with Q2 2025, it opened 78 new positions, sold out of 32, added to 488 and reduced 165. The biggest buy was Palantir Technologies Class A (PLTR, shares +518%) and the biggest sale Vanguard Tax-Exempt Bond ETF (VTEB, shares −9%).
- Most Recent 13F
- Q2 2026
- Location
- WEST CHESTER, PA
- CIK
- 0001904274
- Portfolio Value
- $2.7B (Q3 2025)
- SEC Filing
- 0001904274-25-000007 ↗ filed Oct 8, 2025
Holdings Value
Holdings 788 stocks · $2.7B
| VEA Vanguard Ftse Developed ETF | 8.87% | 3,938,781 | $238.9M | Add +10.1% |
| VWO Vanguard Ftse Emerging Marke | 5.73% | 2,820,540 | $154.2M | Add +8.2% |
| VTI VG Morningstar TS MKT ETF-US | 4.86% | 396,920 | $130.8M | Add +8.3% |
| VOO Vanguard S&P 500 ETF | 3.91% | 170,956 | $105.2M | Add +10.1% |
| IEFA iShares Core MSCI Eafe ETF | 3.69% | 1,127,561 | $99.4M | Add +0.0% |
| NVDA Nvidia Corp. | 3.18% | 462,407 | $85.6M | Add +7.6% |
| VTC Vanguard Total Corporate BND | 3.15% | 1,083,517 | $84.8M | Add +8.1% |
| GOVT iShares US Treasury Bond ETF | 2.92% | 3,406,789 | $78.6M | Add +11.1% |
| AAPL Apple Inc. | 2.62% | 275,017 | $70.5M | Add +8.4% |
| VTEB Vanguard Tax-Exempt Bond ETF | 2.24% | 1,204,023 | $60.3M | Reduce -9.3% |
| MSFT Microsoft Corp. | 2.19% | 112,736 | $59.1M | Add +7.6% |
| IEMG iShares Core MSCI Emerging | 2.15% | 866,628 | $57.8M | Add +1.7% |
| MUB iShares National Muni Bond E | 1.97% | 497,248 | $53.0M | Add +0.1% |
| PLTR Palantir Technologies Inc. Class A | 1.81% | 267,535 | $48.7M | Add +518.3% |
| AMZN Amazon.com Inc. | 1.34% | 163,078 | $36.2M | Add +6.1% |
| META Meta Platforms Inc. Class A | 1.30% | 49,001 | $34.9M | Add +4.3% |
| BNDX Vanguard Total Intl Bond ETF | 1.03% | 559,295 | $27.6M | Add +5.6% |
| VSS Vanguard Ftse All Wo X-US SC | 0.99% | 186,473 | $26.7M | Add +1.1% |
| GOOG Alphabet Inc. Class C | 0.98% | 106,357 | $26.3M | Add +7.1% |
| GOOGL Alphabet Inc. Class A | 0.92% | 101,215 | $24.9M | Add +5.2% |
| AVGO Broadcom Inc. | 0.91% | 73,094 | $24.6M | Add +5.5% |
| SCHF Schwab Intl Equity ETF | 0.88% | 1,000,835 | $23.6M | Add +3.1% |
| ORCL Oracle Corp. | 0.87% | 82,266 | $23.4M | Add +2.1% |
| TSLA Tesla Inc. | 0.87% | 53,937 | $23.4M | Add +3.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.75% | 40,159 | $20.2M | Add +5.2% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.60% | 54,890 | $16.1M | Add +3.2% |
| USHY iShares Broad Usd High Yield | 0.59% | 422,652 | $15.9M | Add +4.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.59% | 26,133 | $15.8M | Add +23.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.55% | 22,224 | $14.9M | Add +19.4% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.53% | 56,270 | $14.4M | Reduce -0.6% |
| JPM JPMorgan Chase & Co. | 0.53% | 46,117 | $14.2M | Add +4.7% |
| WFC Wells Fargo & Co. | 0.48% | 158,727 | $12.9M | Add +5.1% |
| SCHB Schwab US Broad Market ETF | 0.48% | 497,337 | $12.8M | Reduce -2.3% |
| VIGI Vanguard Int Div App Indx FD | 0.47% | 139,262 | $12.6M | Add +2.0% |
| SCMB Schwab Municipal Bond ETF | 0.47% | 489,352 | $12.5M | Reduce -0.0% |
| VTEC Vanguard Ca Tax-Ex Bond | 0.46% | 125,442 | $12.5M | Add +77.3% |
| NFLX Netflix Inc. | 0.46% | 10,469 | $12.5M | Add +2.7% |
| LLY Eli Lilly & Co. | 0.42% | 13,477 | $11.4M | Reduce -8.3% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.42% | 132,373 | $11.2M | Add +1.9% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.41% | 36,082 | $11.2M | Reduce -10.8% |
| AVUS Avantis U.S. Equity ETF | 0.37% | 91,668 | $10.0M | Add +0.0% |
| V Visa Inc. Class A | 0.36% | 27,871 | $9.8M | Add +2.3% |
| ABBV Abbvie Inc. | 0.36% | 42,064 | $9.8M | Add +5.2% |
| AVDV Avantis Intl S/C Value ETF | 0.36% | 109,170 | $9.8M | Add +1.3% |
| IVV iShares Core S&P 500 ETF | 0.36% | 14,327 | $9.6M | Reduce -2.1% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.34% | 272,123 | $9.2M | Reduce -3.5% |
| VEU Vanguard Ftse All-World Ex-U | 0.32% | 118,682 | $8.6M | Add +29.8% |
| CMF iShares California Muni Bond | 0.30% | 143,224 | $8.2M | New |
| AVUV Avantis US Small Cap Value | 0.28% | 76,345 | $7.6M | Reduce -1.4% |
| VXUS Vanguard Total Intl Stock | 0.28% | 101,104 | $7.5M | Add +24.9% |
| XOM Exxon Mobil Corp. | 0.28% | 65,651 | $7.5M | Add +1.1% |
| IDEV iShares Core MSCI Dev MKTS | 0.28% | 92,352 | $7.5M | Add +0.1% |
| WMT Walmart Inc. | 0.27% | 70,755 | $7.3M | Add +5.9% |
| SCHC Schwab Intl Small-Cap Equity | 0.26% | 153,109 | $7.0M | Reduce -0.1% |
| MA Mastercard Inc. Class A | 0.25% | 11,725 | $6.8M | Add +3.8% |
| IJH iShares Core S&P Midcap ETF | 0.24% | 98,309 | $6.4M | Reduce -2.5% |
| GE General Electric filed as GE AEROSPACE | 0.23% | 20,255 | $6.1M | Add +3.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.22% | 31,791 | $6.0M | Add +1.2% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.22% | 12,195 | $5.9M | Add +0.3% |
| VT Vanguard Tot World STK ETF | 0.21% | 41,719 | $5.8M | Add +0.9% |
| COST Costco Wholesale Corp. | 0.21% | 6,294 | $5.8M | Add +2.7% |
| JNJ Johnson & Johnson | 0.21% | 29,711 | $5.6M | Add +6.2% |
| NEM Newmont Corp. | 0.21% | 63,832 | $5.6M | Add +15.4% |
| AVDE Avantis International Equity | 0.21% | 69,691 | $5.5M | No change |
| HD Home Depot Inc. | 0.20% | 14,229 | $5.5M | Add +3.5% |
| VGT Vanguard Info Tech ETF | 0.20% | 7,249 | $5.5M | Add +0.6% |
| UNH Unitedhealth Group Inc. | 0.20% | 15,040 | $5.5M | Add +36.4% |
| AMD Advanced Micro Devices | 0.19% | 23,856 | $5.0M | Add +22.0% |
| VIG Vanguard Dividend Apprec ETF | 0.19% | 23,032 | $5.0M | Add +22.1% |
| ITOT iShares Core S&P Total U.S. | 0.18% | 33,433 | $4.9M | Add +0.4% |
| PM Philip Morris International | 0.18% | 30,503 | $4.7M | Reduce -18.6% |
| GEV GE Vernova Inc. | 0.17% | 7,725 | $4.7M | Reduce -32.8% |
| PG The Procter & Gamble Co. | 0.17% | 30,590 | $4.7M | Reduce -12.1% |
| T AT&T Inc. | 0.17% | 177,328 | $4.6M | Reduce -6.6% |
| IJR iShares Core S&P Small-Cap E | 0.17% | 38,763 | $4.6M | Reduce -8.0% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.17% | 6 | $4.5M | No change |
| APP AppLovin Corp. Class A | 0.17% | 7,128 | $4.5M | Add +3.0% |
| GS Goldman Sachs Group Inc. | 0.16% | 5,524 | $4.4M | Add +7.5% |
| ABT Abbott Laboratories | 0.16% | 32,125 | $4.3M | Add +3.9% |
| VGIT Vanguard Intermediate-Term T | 0.15% | 66,818 | $4.0M | Reduce -0.5% |
| AXP American Express Co. | 0.15% | 12,185 | $4.0M | Add +1.2% |
| AVEM Avantis Emerging Markets Eq | 0.15% | 52,314 | $4.0M | Add +0.0% |
| CAT Caterpillar Inc. | 0.15% | 8,084 | $3.9M | Add +6.8% |
| SCHX Schwab US Large-Cap ETF | 0.14% | 146,963 | $3.9M | Add +30.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.14% | 13,238 | $3.9M | Add +1.3% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.14% | 13,029 | $3.8M | Add +15.2% |
| VYM Vanguard High DVD Yield ETF | 0.14% | 26,951 | $3.8M | Add +6.2% |
| DGRW Wisdomtree U.S. Quality Divi | 0.14% | 42,576 | $3.8M | Add +0.7% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.14% | 18,003 | $3.8M | Reduce -0.9% |
| XLK SS Technology Select Sector | 0.14% | 13,070 | $3.7M | Add +0.0% |
| CRM Salesforce Inc. | 0.14% | 15,397 | $3.7M | Reduce -7.5% |
| HOOD Robinhood Markets Inc. Class A | 0.14% | 25,319 | $3.7M | Add +0.5% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.13% | 71,755 | $3.6M | Add +8.1% |
| CEG Constellation Energy | 0.13% | 9,967 | $3.6M | Add +2.1% |
| LRCX Lam Research Corp. | 0.13% | 25,239 | $3.5M | Add +3.3% |
| KO The Coca-Cola Co. | 0.13% | 52,900 | $3.5M | Reduce -16.7% |
| VGK Vanguard Ftse Europe ETF | 0.13% | 43,035 | $3.5M | Add +0.0% |
| IWV iShares Russell 3000 ETF | 0.12% | 8,837 | $3.4M | Add +0.2% |
| RTX RTX Corp. | 0.12% | 19,690 | $3.3M | Add +4.4% |
| VNQ Vanguard Real Estate ETF | 0.12% | 36,300 | $3.3M | Add +5.9% |
Portfolio Sells Q2 2025 → Q3 2025
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -9.3% | 2.24% | −0.53 |
| PM Philip Morris International | Reduce -18.6% | 0.18% | −0.11 |
| GEV GE Vernova Inc. | Reduce -32.8% | 0.17% | −0.09 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -10.8% | 0.41% | −0.08 |
| LLY Eli Lilly & Co. | Reduce -8.3% | 0.42% | −0.07 |
| PG The Procter & Gamble Co. | Reduce -12.1% | 0.17% | −0.06 |
| SCMB Schwab Municipal Bond ETF | Reduce -0.0% | 0.47% | −0.06 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -37.6% | 0.05% | −0.06 |
| KO The Coca-Cola Co. | Reduce -16.7% | 0.13% | −0.06 |
| T AT&T Inc. | Reduce -6.6% | 0.17% | −0.06 |
| CRM Salesforce Inc. | Reduce -7.5% | 0.14% | −0.06 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -0.6% | 0.53% | −0.05 |
| ISRG Intuitive Surgical Inc. | Reduce -11.1% | 0.10% | −0.05 |
| SCHB Schwab US Broad Market ETF | Reduce -2.3% | 0.48% | −0.05 |
| AMCR Amcor PLC | Sold out | 0.00% | −0.04 |
| ACN Accenture PLC Class A | Reduce -54.5% | 0.02% | −0.04 |
| ANSS Ansys Inc. | Sold out | 0.00% | −0.04 |
| IJH iShares Core S&P Midcap ETF | Reduce -2.5% | 0.24% | −0.04 |
| IVV iShares Core S&P 500 ETF | Reduce -2.1% | 0.36% | −0.03 |
| HES Hess Corp. | Sold out | 0.00% | −0.03 |
| IJR iShares Core S&P Small-Cap E | Reduce -8.0% | 0.17% | −0.03 |
| CMG Chipotle Mexican Grill Inc. | Reduce -15.1% | 0.04% | −0.03 |
| AVUV Avantis US Small Cap Value | Reduce -1.4% | 0.28% | −0.03 |
| CARR Carrier Global Corp. | Reduce -5.1% | 0.04% | −0.02 |
| KMB Kimberly-Clark Corp. | Reduce -35.0% | 0.03% | −0.02 |
| SNPS Synopsys Inc. | Reduce -8.3% | 0.05% | −0.02 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Reduce -3.5% | 0.34% | −0.02 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -7.0% | 0.07% | −0.02 |
| PGR Progressive Corp. | Reduce -7.5% | 0.08% | −0.02 |
| CTAS Cintas Corp. | Reduce -0.3% | 0.08% | −0.02 |
| VGIT Vanguard Intermediate-Term T | Reduce -0.5% | 0.15% | −0.02 |
| SCHC Schwab Intl Small-Cap Equity | Reduce -0.1% | 0.26% | −0.02 |
| FISV Fiserv Inc. | Reduce -12.6% | 0.03% | −0.02 |
| SCHY Schwab International DVD ETF | Reduce -36.9% | 0.03% | −0.02 |
| PPC Pilgrim's Pride Corp. | Reduce -13.3% | 0.04% | −0.02 |
| VRSK Verisk Analytics Inc. | Reduce -32.2% | 0.02% | −0.02 |
| BSX Boston Scientific Corp. | Reduce -1.0% | 0.08% | −0.02 |
| CMCSA Comcast Corp. Class A | Reduce -27.8% | 0.02% | −0.02 |
| IT Gartner Inc. | Reduce -47.1% | 0.01% | −0.02 |
| IVE iShares S&P 500 Value ETF | Reduce -24.2% | 0.04% | −0.02 |
| OGN Organon & Co. | Reduce -23.7% | 0.05% | −0.02 |
| MRSH Marsh & McLennan Cos | Reduce -9.5% | 0.05% | −0.02 |
| AMGN Amgen Inc. | Reduce -3.8% | 0.09% | −0.02 |
| ADBE Adobe Inc. | Reduce -2.3% | 0.07% | −0.02 |
| CB Chubb Ltd. | Reduce -14.2% | 0.06% | −0.02 |
| UPS United Parcel Service Class B | Sold out | 0.00% | −0.02 |
| VONV Vanguard Russell 1000 Value | Reduce -7.6% | 0.09% | −0.02 |
| TDG Transdigm Group Inc. | Reduce -3.3% | 0.04% | −0.02 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -0.9% | 0.14% | −0.02 |
| KD Kyndryl Holdings Inc. | Reduce -11.1% | 0.02% | −0.02 |
Portfolio Buys Q2 2025 → Q3 2025
| PLTR Palantir Technologies Inc. Class A | Add +518.3% | 1.81% | +1.55 |
| AAPL Apple Inc. | Add +8.4% | 2.62% | +0.34 |
| CMF iShares California Muni Bond | New | 0.30% | +0.30 |
| GOOG Alphabet Inc. Class C | Add +7.1% | 0.98% | +0.22 |
| VWO Vanguard Ftse Emerging Marke | Add +8.2% | 5.73% | +0.21 |
| TSLA Tesla Inc. | Add +3.2% | 0.87% | +0.21 |
| GOOGL Alphabet Inc. Class A | Add +5.2% | 0.92% | +0.20 |
| NVDA Nvidia Corp. | Add +7.6% | 3.18% | +0.19 |
| VTEC Vanguard Ca Tax-Ex Bond | Add +77.3% | 0.46% | +0.17 |
| VEA Vanguard Ftse Developed ETF | Add +10.1% | 8.87% | +0.13 |
| VOO Vanguard S&P 500 ETF | Add +10.1% | 3.91% | +0.11 |
| AVGO Broadcom Inc. | Add +5.5% | 0.91% | +0.09 |
| QQQ Invesco QQQ Trust Series 1 | Add +23.0% | 0.59% | +0.08 |
| AMD Advanced Micro Devices | Add +22.0% | 0.19% | +0.07 |
| CPB The Campbell's Company | Add +840.4% | 0.08% | +0.07 |
| PHYS Sprott Physical Gold Trust | New | 0.07% | +0.07 |
| NEM Newmont Corp. | Add +15.4% | 0.21% | +0.07 |
| APP AppLovin Corp. Class A | Add +3.0% | 0.17% | +0.06 |
| UNH Unitedhealth Group Inc. | Add +36.4% | 0.20% | +0.06 |
| ORCL Oracle Corp. | Add +2.1% | 0.87% | +0.06 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +19.4% | 0.55% | +0.06 |
| IAUM iShares Gold Trust Micro | Add +117.3% | 0.10% | +0.06 |
| VEU Vanguard Ftse All-World Ex-U | Add +29.8% | 0.32% | +0.06 |
| VTI VG Morningstar TS MKT ETF-US | Add +8.3% | 4.86% | +0.05 |
| BND Vanguard Total Bond Market | Add +200.6% | 0.07% | +0.04 |
| SCHO Schwab Short-Term US Treas | New | 0.04% | +0.04 |
| VXUS Vanguard Total Intl Stock | Add +24.9% | 0.28% | +0.04 |
| ABBV Abbvie Inc. | Add +5.2% | 0.36% | +0.04 |
| VUSB Vanguard Ultra Short Bond Et | New | 0.04% | +0.04 |
| HOOD Robinhood Markets Inc. Class A | Add +0.5% | 0.14% | +0.03 |
| CVX Chevron Corp. | Add +60.0% | 0.11% | +0.03 |
| GLDM SPDR Gold Minishares Trust | New | 0.03% | +0.03 |
| LRCX Lam Research Corp. | Add +3.3% | 0.13% | +0.03 |
| UTHR United Therapeutics Corp. | New | 0.03% | +0.03 |
| MU Micron Technology Inc. | Add +4.7% | 0.10% | +0.03 |
| SCHX Schwab US Large-Cap ETF | Add +30.4% | 0.14% | +0.03 |
| IBIT iShares Bitcoin Trust ETF | Add +51.8% | 0.08% | +0.02 |
| JNJ Johnson & Johnson | Add +6.2% | 0.21% | +0.02 |
| ANET Arista Networks Inc. | Add +2.5% | 0.11% | +0.02 |
| VIG Vanguard Dividend Apprec ETF | Add +22.1% | 0.19% | +0.02 |
| COP Conocophillips | Add +43.8% | 0.09% | +0.02 |
| MP MP Materials Corp. | Add +1.7% | 0.03% | +0.02 |
| VTIP Vanguard Short-Term Tips | Add +198.1% | 0.03% | +0.02 |
| GE General Electric | Add +3.1% | 0.23% | +0.02 |
| CAT Caterpillar Inc. | Add +6.8% | 0.15% | +0.02 |
| BITB Bitwise Bitcoin ETF | New | 0.02% | +0.02 |
| APH Amphenol Corp. Class A | Add +3.9% | 0.12% | +0.01 |
| BOXX Alpha Architect 1-3 MNTH Box | New | 0.01% | +0.01 |
| VCIT Vanguard Int-Term Corporate | Add +85.5% | 0.04% | +0.01 |
| TMO Thermo Fisher Scientific Inc. | Add +58.1% | 0.03% | +0.01 |
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 |