Wedmont Private Capital
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 8, 2026), Wedmont Private Capital reported 806 stock positions worth $2.9 billion. Its top holding was Vanguard Ftse Developed ETF (VEA) at 9.6% of the portfolio, followed by Vanguard Ftse Emerging Marke (VWO, 5.8%) and VG Morningstar TS MKT ETF-US (VTI, 5.0%). Compared with Q3 2025, it opened 62 new positions, sold out of 44, added to 450 and reduced 253. The biggest buy was Vanguard Ftse Developed ETF (VEA, shares +9%) and the biggest sale Microsoft (MSFT, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- WEST CHESTER, PA
- CIK
- 0001904274
- Portfolio Value
- $2.9B (Q4 2025)
- SEC Filing
- 0001904274-26-000002 ↗ filed Jan 8, 2026
Holdings Value
Holdings 806 stocks · $2.9B
| VEA Vanguard Ftse Developed ETF | 9.56% | 4,308,564 | $275.2M | Add +9.4% |
| VWO Vanguard Ftse Emerging Marke | 5.81% | 3,027,310 | $167.3M | Add +7.3% |
| VTI VG Morningstar TS MKT ETF-US | 5.03% | 425,885 | $144.8M | Add +7.3% |
| VOO Vanguard S&P 500 ETF | 4.14% | 187,783 | $119.1M | Add +9.8% |
| IEFA iShares Core MSCI Eafe ETF | 3.52% | 1,108,495 | $101.2M | Reduce -1.7% |
| VTC Vanguard Total Corporate BND | 3.11% | 1,150,759 | $89.6M | Add +6.2% |
| GOVT iShares US Treasury Bond ETF | 3.07% | 3,825,629 | $88.3M | Add +12.3% |
| NVDA Nvidia Corp. | 3.01% | 458,227 | $86.7M | Reduce -0.9% |
| AAPL Apple Inc. | 2.56% | 282,853 | $73.6M | Add +2.9% |
| VTEB Vanguard Tax-Exempt Bond ETF | 2.32% | 1,322,300 | $66.8M | Add +9.8% |
| IEMG iShares Core MSCI Emerging | 2.10% | 866,536 | $60.5M | Reduce -0.0% |
| MSFT Microsoft Corp. | 1.85% | 110,319 | $53.3M | Reduce -2.1% |
| MUB iShares National Muni Bond E | 1.74% | 465,572 | $50.1M | Reduce -6.4% |
| PLTR Palantir Technologies Inc. Class A | 1.66% | 263,474 | $47.9M | Reduce -1.5% |
| AMZN Amazon.com Inc. | 1.38% | 164,468 | $39.7M | Add +0.8% |
| GOOG Alphabet Inc. Class C | 1.19% | 106,413 | $34.3M | Add +0.1% |
| GOOGL Alphabet Inc. Class A | 1.19% | 106,063 | $34.2M | Add +4.8% |
| META Meta Platforms Inc. Class A | 1.06% | 47,054 | $30.5M | Reduce -4.0% |
| BNDX Vanguard Total Intl Bond ETF | 1.05% | 625,652 | $30.4M | Add +11.9% |
| VSS Vanguard Ftse All Wo X-US SC | 0.95% | 186,833 | $27.4M | Add +0.2% |
| AVGO Broadcom Inc. | 0.93% | 77,595 | $26.7M | Add +6.2% |
| SCHF Schwab Intl Equity ETF | 0.89% | 1,035,169 | $25.5M | Add +3.4% |
| TSLA Tesla Inc. | 0.82% | 54,703 | $23.6M | Add +1.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.64% | 36,950 | $18.3M | Reduce -8.0% |
| USHY iShares Broad Usd High Yield | 0.58% | 441,908 | $16.6M | Add +4.6% |
| QQQ Invesco QQQ Trust Series 1 | 0.57% | 26,349 | $16.4M | Add +0.8% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.57% | 55,132 | $16.3M | Add +0.4% |
| ORCL Oracle Corp. | 0.56% | 84,262 | $16.2M | Add +2.4% |
| VTEC Vanguard Ca Tax-Ex Bond | 0.56% | 160,113 | $16.1M | Add +27.6% |
| LLY Eli Lilly & Co. | 0.56% | 14,519 | $16.1M | Add +7.7% |
| JPM JPMorgan Chase & Co. | 0.54% | 47,811 | $15.6M | Add +3.7% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.54% | 57,607 | $15.4M | Add +2.4% |
| WFC Wells Fargo & Co. | 0.52% | 158,679 | $15.0M | Reduce -0.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.50% | 21,039 | $14.5M | Reduce -5.3% |
| SCHB Schwab US Broad Market ETF | 0.46% | 502,881 | $13.4M | Add +1.1% |
| SCMB Schwab Municipal Bond ETF | 0.44% | 492,383 | $12.7M | Add +0.6% |
| VIGI Vanguard Int Div App Indx FD | 0.44% | 136,595 | $12.7M | Reduce -1.9% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.44% | 138,264 | $12.5M | Add +4.5% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.40% | 36,185 | $11.5M | Add +0.3% |
| AVDV Avantis Intl S/C Value ETF | 0.37% | 110,511 | $10.6M | Add +1.2% |
| AVUS Avantis U.S. Equity ETF | 0.36% | 91,700 | $10.4M | Add +0.0% |
| VXUS Vanguard Total Intl Stock | 0.36% | 132,533 | $10.2M | Add +31.1% |
| IVV iShares Core S&P 500 ETF | 0.35% | 14,480 | $10.0M | Add +1.1% |
| NFLX Netflix Inc. | 0.34% | 108,735 | $9.9M | Add +3.9% |
| V Visa Inc. Class A | 0.34% | 27,644 | $9.8M | Reduce -0.8% |
| ABBV Abbvie Inc. | 0.34% | 42,061 | $9.8M | Reduce -0.0% |
| VGT Vanguard Info Tech ETF | 0.33% | 12,542 | $9.6M | Add +73.0% |
| CMF iShares California Muni Bond | 0.32% | 157,426 | $9.1M | Add +9.9% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.31% | 265,105 | $8.9M | Reduce -2.6% |
| WMT Walmart Inc. | 0.29% | 73,345 | $8.3M | Add +3.7% |
| AVUV Avantis US Small Cap Value | 0.29% | 78,125 | $8.2M | Add +2.3% |
| IDEV iShares Core MSCI Dev MKTS | 0.27% | 93,710 | $7.9M | Add +1.5% |
| XOM Exxon Mobil Corp. | 0.27% | 65,390 | $7.7M | Reduce -0.4% |
| ITOT iShares Core S&P Total U.S. | 0.25% | 48,351 | $7.3M | Add +44.6% |
| IJH iShares Core S&P Midcap ETF | 0.25% | 104,019 | $7.1M | Add +5.8% |
| VEU Vanguard Ftse All-World Ex-U | 0.25% | 93,946 | $7.1M | Reduce -20.8% |
| SCHC Schwab Intl Small-Cap Equity | 0.24% | 151,015 | $7.0M | Reduce -1.4% |
| NEM Newmont Corp. | 0.24% | 64,945 | $7.0M | Add +1.7% |
| MA Mastercard Inc. Class A | 0.24% | 11,828 | $6.9M | Add +0.9% |
| VT Vanguard Tot World STK ETF | 0.23% | 46,725 | $6.7M | Add +12.0% |
| GE General Electric filed as GE AEROSPACE | 0.23% | 20,365 | $6.6M | Add +0.5% |
| JNJ Johnson & Johnson | 0.22% | 30,712 | $6.4M | Add +3.4% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.22% | 32,800 | $6.4M | Add +3.2% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.22% | 12,866 | $6.3M | Add +5.5% |
| AVDE Avantis International Equity | 0.21% | 70,734 | $5.9M | Add +1.5% |
| VIG Vanguard Dividend Apprec ETF | 0.20% | 25,260 | $5.6M | Add +9.7% |
| COST Costco Wholesale Corp. | 0.19% | 6,282 | $5.5M | Reduce -0.2% |
| LRCX Lam Research Corp. | 0.18% | 26,007 | $5.3M | Add +3.0% |
| GS Goldman Sachs Group Inc. | 0.18% | 5,586 | $5.3M | Add +1.1% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.18% | 7 | $5.2M | Add +16.7% |
| GEV GE Vernova Inc. | 0.18% | 7,827 | $5.2M | Add +1.3% |
| UNH Unitedhealth Group Inc. | 0.18% | 14,995 | $5.1M | Reduce -0.3% |
| AMD Advanced Micro Devices | 0.18% | 24,331 | $5.1M | Add +2.0% |
| CRM Salesforce Inc. | 0.18% | 18,962 | $5.0M | Add +23.1% |
| IJR iShares Core S&P Small-Cap E | 0.17% | 39,980 | $4.9M | Add +3.1% |
| PM Philip Morris International | 0.17% | 31,800 | $4.9M | Add +4.3% |
| CAT Caterpillar Inc. | 0.17% | 8,187 | $4.9M | Add +1.3% |
| APP AppLovin Corp. Class A | 0.16% | 7,491 | $4.7M | Add +5.1% |
| AXP American Express Co. | 0.16% | 12,295 | $4.7M | Add +0.9% |
| MU Micron Technology Inc. | 0.16% | 13,627 | $4.6M | Reduce -1.6% |
| KO The Coca-Cola Co. | 0.15% | 65,259 | $4.4M | Add +23.4% |
| AVEM Avantis Emerging Markets Eq | 0.15% | 54,412 | $4.3M | Add +4.0% |
| HD Home Depot Inc. | 0.15% | 12,385 | $4.3M | Reduce -13.0% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.14% | 74,007 | $4.1M | Add +3.1% |
| RVMD Revolution Medicines Inc. | 0.14% | 40,056 | $4.1M | Add +0.1% |
| AMAT Applied Materials Inc. | 0.14% | 13,816 | $4.0M | Add +8.3% |
| XLK SS Technology Select Sector | 0.14% | 27,213 | $4.0M | Add +4.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.14% | 13,430 | $4.0M | Add +1.4% |
| ABT Abbott Laboratories | 0.14% | 31,279 | $4.0M | Reduce -2.6% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.14% | 18,045 | $3.9M | Add +0.2% |
| DGRW Wisdomtree U.S. Quality Divi | 0.13% | 42,578 | $3.8M | Add +0.0% |
| VYM Vanguard High DVD Yield ETF | 0.13% | 26,340 | $3.8M | Reduce -2.3% |
| VGIT Vanguard Intermediate-Term T | 0.13% | 63,291 | $3.8M | Reduce -5.3% |
| DFAC Dimensional US Core Equity 2 | 0.13% | 91,981 | $3.7M | Add +23.0% |
| ISRG Intuitive Surgical Inc. | 0.13% | 6,217 | $3.7M | Add +4.5% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.13% | 12,845 | $3.7M | Reduce -1.4% |
| VGK Vanguard Ftse Europe ETF | 0.13% | 43,039 | $3.7M | Add +0.0% |
| RTX RTX Corp. | 0.13% | 19,695 | $3.7M | Add +0.0% |
| PG The Procter & Gamble Co. | 0.13% | 26,475 | $3.7M | Reduce -13.4% |
| SCHX Schwab US Large-Cap ETF | 0.12% | 128,614 | $3.5M | Reduce -12.5% |
Portfolio Sells Q3 2025 → Q4 2025
| MSFT Microsoft Corp. | Reduce -2.1% | 1.85% | −0.34 |
| META Meta Platforms Inc. Class A | Reduce -4.0% | 1.06% | −0.24 |
| MUB iShares National Muni Bond E | Reduce -6.4% | 1.74% | −0.23 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -1.7% | 3.52% | −0.18 |
| NVDA Nvidia Corp. | Reduce -0.9% | 3.01% | −0.17 |
| PLTR Palantir Technologies Inc. Class A | Reduce -1.5% | 1.66% | −0.15 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -8.0% | 0.64% | −0.11 |
| CPB The Campbell's Company | Sold out | 0.00% | −0.08 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -20.8% | 0.25% | −0.07 |
| T AT&T Inc. | Reduce -29.5% | 0.10% | −0.07 |
| HD Home Depot Inc. | Reduce -13.0% | 0.15% | −0.05 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -5.3% | 0.50% | −0.05 |
| IEMG iShares Core MSCI Emerging | Reduce -0.0% | 2.10% | −0.05 |
| PG The Procter & Gamble Co. | Reduce -13.4% | 0.13% | −0.05 |
| SCHO Schwab Short-Term US Treas | Sold out | 0.00% | −0.04 |
| COP Conocophillips | Reduce -38.7% | 0.05% | −0.04 |
| HOOD Robinhood Markets Inc. Class A | Reduce -4.8% | 0.10% | −0.04 |
| OGN Organon & Co. | Reduce -76.0% | 0.01% | −0.04 |
| RBLX Roblox Corp. Class A | Reduce -1.5% | 0.04% | −0.03 |
| MSTR Strategy Inc. | Reduce -24.6% | 0.02% | −0.03 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Reduce -2.6% | 0.31% | −0.03 |
| VIGI Vanguard Int Div App Indx FD | Reduce -1.9% | 0.44% | −0.03 |
| LIN Linde PLC | Reduce -23.4% | 0.06% | −0.03 |
| NOW ServiceNow Inc. | Reduce -6.2% | 0.07% | −0.03 |
| CPNG Coupang Inc. | Reduce -0.7% | 0.05% | −0.03 |
| UNH Unitedhealth Group Inc. | Reduce -0.3% | 0.18% | −0.03 |
| MSI Motorola Solutions Inc. | Reduce -12.9% | 0.05% | −0.02 |
| COIN Coinbase Global Inc. Class A | Reduce -4.0% | 0.03% | −0.02 |
| EOG EOG Resources Inc. | Reduce -47.5% | 0.02% | −0.02 |
| K Kellanova | Sold out | 0.00% | −0.02 |
| V Visa Inc. Class A | Reduce -0.8% | 0.34% | −0.02 |
| GIS General Mills Inc. | Sold out | 0.00% | −0.02 |
| SCHX Schwab US Large-Cap ETF | Reduce -12.5% | 0.12% | −0.02 |
| ABBV Abbvie Inc. | Reduce -0.0% | 0.34% | −0.02 |
| DASH DoorDash Inc. Class A | Reduce -7.9% | 0.06% | −0.02 |
| COST Costco Wholesale Corp. | Reduce -0.2% | 0.19% | −0.02 |
| VUSB Vanguard Ultra Short Bond Et | Reduce -51.7% | 0.02% | −0.02 |
| ABT Abbott Laboratories | Reduce -2.6% | 0.14% | −0.02 |
| KMB Kimberly-Clark Corp. | Reduce -65.5% | 0.01% | −0.02 |
| ADP Automatic Data Processing | Reduce -9.4% | 0.06% | −0.02 |
| CTAS Cintas Corp. | Reduce -12.0% | 0.06% | −0.02 |
| PGR Progressive Corp. | Reduce -5.3% | 0.06% | −0.02 |
| ADBE Adobe Inc. | Reduce -21.5% | 0.05% | −0.02 |
| EMLP First Trust North American E | Reduce -48.5% | 0.02% | −0.02 |
| TMUS T-Mobile US Inc. | Reduce -11.6% | 0.05% | −0.02 |
| BLK BlackRock Inc. | Reduce -1.7% | 0.10% | −0.02 |
| VNQ Vanguard Real Estate ETF | Reduce -7.2% | 0.10% | −0.02 |
| UBER Uber Technologies Inc. | Reduce -0.4% | 0.08% | −0.02 |
| VTIP Vanguard Short-Term Tips | Reduce -59.8% | 0.01% | −0.02 |
| MRSH Marsh & McLennan Cos | Reduce -20.0% | 0.04% | −0.02 |
Portfolio Buys Q3 2025 → Q4 2025
| VEA Vanguard Ftse Developed ETF | Add +9.4% | 9.56% | +0.69 |
| GOOGL Alphabet Inc. Class A | Add +4.8% | 1.19% | +0.26 |
| VOO Vanguard S&P 500 ETF | Add +9.8% | 4.14% | +0.23 |
| GOOG Alphabet Inc. Class C | Add +0.1% | 1.19% | +0.22 |
| VTI VG Morningstar TS MKT ETF-US | Add +7.3% | 5.03% | +0.17 |
| GOVT iShares US Treasury Bond ETF | Add +12.3% | 3.07% | +0.15 |
| LLY Eli Lilly & Co. | Add +7.7% | 0.56% | +0.14 |
| VGT Vanguard Info Tech ETF | Add +73.0% | 0.33% | +0.13 |
| AKRE Akre Focus ETF | New | 0.12% | +0.12 |
| VTEC Vanguard Ca Tax-Ex Bond | Add +27.6% | 0.56% | +0.10 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +9.8% | 2.32% | +0.08 |
| VWO Vanguard Ftse Emerging Marke | Add +7.3% | 5.81% | +0.08 |
| VXUS Vanguard Total Intl Stock | Add +31.1% | 0.36% | +0.08 |
| RVMD Revolution Medicines Inc. | Add +0.1% | 0.14% | +0.07 |
| ITOT iShares Core S&P Total U.S. | Add +44.6% | 0.25% | +0.07 |
| SPMO Invesco S&P 500 Momentum ETF | Add +177.8% | 0.10% | +0.06 |
| LRCX Lam Research Corp. | Add +3.0% | 0.18% | +0.05 |
| BSVO EA Bridgeway Omni Sm-Cp Val | New | 0.05% | +0.05 |
| BOXX Alpha Architect 1-3 MNTH Box | Add +321.9% | 0.06% | +0.04 |
| KVUE Kenvue Inc. | Add +720.5% | 0.05% | +0.04 |
| AMAT Applied Materials Inc. | Add +8.3% | 0.14% | +0.04 |
| CRM Salesforce Inc. | Add +23.1% | 0.18% | +0.04 |
| NEM Newmont Corp. | Add +1.7% | 0.24% | +0.04 |
| AMZN Amazon.com Inc. | Add +0.8% | 1.38% | +0.04 |
| SCHG Schwab US Large-Cap Growth | Add +45.5% | 0.12% | +0.03 |
| ISRG Intuitive Surgical Inc. | Add +4.5% | 0.13% | +0.03 |
| BNDX Vanguard Total Intl Bond ETF | Add +11.9% | 1.05% | +0.03 |
| PH Parker Hannifin Corp. | Add +16.3% | 0.12% | +0.03 |
| VCIT Vanguard Int-Term Corporate | Add +81.3% | 0.06% | +0.03 |
| PNFP Pinnacle Financial Partners | New | 0.03% | +0.03 |
| CAT Caterpillar Inc. | Add +1.3% | 0.17% | +0.02 |
| SCHV Schwab US Large-Cap Value | Add +134.3% | 0.04% | +0.02 |
| STIP iShares 0-5 Year Tips Bond E | New | 0.02% | +0.02 |
| KO The Coca-Cola Co. | Add +23.4% | 0.15% | +0.02 |
| DFAC Dimensional US Core Equity 2 | Add +23.0% | 0.13% | +0.02 |
| PPC Pilgrim's Pride Corp. | Add +78.3% | 0.06% | +0.02 |
| SNDK Sandisk Corp. | New | 0.02% | +0.02 |
| GS Goldman Sachs Group Inc. | Add +1.1% | 0.18% | +0.02 |
| VYMI Vanguard Int High DVD YLD Inc. | Add +4.5% | 0.44% | +0.02 |
| SPTI SS SPDR P Int Term TSY ETF | New | 0.02% | +0.02 |
| VT Vanguard Tot World STK ETF | Add +12.0% | 0.23% | +0.02 |
| PWZ Invesco California Amt-Free | New | 0.02% | +0.02 |
| JPM JPMorgan Chase & Co. | Add +3.7% | 0.54% | +0.02 |
| WMT Walmart Inc. | Add +3.7% | 0.29% | +0.02 |
| SOXX iShares Semiconductor ETF | New | 0.02% | +0.02 |
| CL Colgate-Palmolive Co. | Add +70.8% | 0.04% | +0.02 |
| LITE Lumentum Holdings Inc. | New | 0.02% | +0.02 |
| DGRO iShares Core Dividend Growth | Add +26.4% | 0.09% | +0.02 |
| SN Sharkninja Inc. | New | 0.02% | +0.02 |
| VGLT Vanguard Long-Term Treasury | 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 |