Wedmont Private Capital
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 9, 2026), Wedmont Private Capital reported 838 stock positions worth $3.1 billion. Its top holding was Vanguard Ftse Developed ETF (VEA) at 10.4% of the portfolio, followed by Vanguard Ftse Emerging Marke (VWO, 6.0%) and VG Morningstar TS MKT ETF-US (VTI, 5.1%). Compared with Q4 2025, it opened 87 new positions, sold out of 55, added to 470 and reduced 232. The biggest buy was Vanguard Ftse Developed ETF (VEA, shares +10%) and the biggest sale Microsoft (MSFT, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- WEST CHESTER, PA
- CIK
- 0001904274
- Portfolio Value
- $3.1B (Q1 2026)
- SEC Filing
- 0001904274-26-000004 ↗ filed Apr 9, 2026
Holdings Value
Holdings 838 stocks · $3.1B
| VEA Vanguard Ftse Developed ETF | 10.37% | 4,740,776 | $321.5M | Add +10.0% |
| VWO Vanguard Ftse Emerging Marke | 5.98% | 3,280,863 | $185.4M | Add +8.4% |
| VTI VG Morningstar TS MKT ETF-US | 5.11% | 475,275 | $158.6M | Add +11.6% |
| VOO Vanguard S&P 500 ETF | 3.89% | 194,068 | $120.6M | Add +3.4% |
| IEFA iShares Core MSCI Eafe ETF | 3.56% | 1,158,252 | $110.5M | Add +4.5% |
| VTC Vanguard Total Corporate BND | 3.37% | 1,356,285 | $104.5M | Add +17.9% |
| GOVT iShares US Treasury Bond ETF | 3.23% | 4,370,401 | $100.1M | Add +14.2% |
| NVDA Nvidia Corp. | 2.66% | 452,533 | $82.4M | Reduce -1.2% |
| VTEB Vanguard Tax-Exempt Bond ETF | 2.57% | 1,587,787 | $79.6M | Add +20.1% |
| AAPL Apple Inc. | 2.38% | 285,372 | $73.9M | Add +0.9% |
| IEMG iShares Core MSCI Emerging | 2.14% | 896,140 | $66.4M | Add +3.4% |
| MUB iShares National Muni Bond E | 1.63% | 472,473 | $50.4M | Add +1.5% |
| GOOG Alphabet Inc. Class C | 1.62% | 159,605 | $50.2M | Add +50.0% |
| GOOGL Alphabet Inc. Class A | 1.52% | 148,344 | $47.1M | Add +39.9% |
| MSFT Microsoft Corp. | 1.28% | 106,223 | $39.8M | Reduce -3.7% |
| AMZN Amazon.com Inc. | 1.21% | 169,403 | $37.5M | Add +3.0% |
| PLTR Palantir Technologies Inc. Class A | 1.20% | 265,373 | $37.4M | Add +0.7% |
| BNDX Vanguard Total Intl Bond ETF | 1.06% | 682,426 | $32.9M | Add +9.1% |
| META Meta Platforms Inc. Class A | 0.94% | 47,593 | $29.1M | Add +1.1% |
| VSS Vanguard Ftse All Wo X-US SC | 0.90% | 180,872 | $27.8M | Reduce -3.2% |
| SCHF Schwab Intl Equity ETF | 0.88% | 1,036,722 | $27.1M | Add +0.1% |
| AVGO Broadcom Inc. | 0.87% | 76,629 | $26.9M | Reduce -1.2% |
| QQQ Invesco QQQ Trust Series 1 | 0.72% | 36,981 | $22.4M | Add +40.4% |
| VTEC Vanguard Ca Tax-Ex Bond | 0.63% | 194,623 | $19.4M | Add +21.6% |
| TSLA Tesla Inc. | 0.62% | 55,950 | $19.2M | Add +2.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.58% | 37,381 | $17.9M | Add +1.2% |
| USHY iShares Broad Usd High Yield | 0.58% | 482,749 | $17.9M | Add +9.2% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.57% | 59,116 | $17.6M | Add +7.2% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.53% | 60,051 | $16.4M | Add +4.2% |
| JPM JPMorgan Chase & Co. | 0.50% | 50,587 | $15.6M | Add +5.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.49% | 22,292 | $15.1M | Add +6.0% |
| VEU Vanguard Ftse All-World Ex-U | 0.48% | 189,589 | $15.0M | Add +101.8% |
| LLY Eli Lilly & Co. | 0.46% | 14,822 | $14.1M | Add +2.1% |
| SCHB Schwab US Broad Market ETF | 0.45% | 540,015 | $14.1M | Add +7.4% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.44% | 138,036 | $13.6M | Reduce -0.2% |
| GEV GE Vernova Inc. | 0.41% | 13,747 | $12.9M | Add +75.6% |
| SCMB Schwab Municipal Bond ETF | 0.41% | 494,149 | $12.7M | Add +0.4% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.40% | 61,097 | $12.3M | Add +86.3% |
| WFC Wells Fargo & Co. | 0.39% | 144,393 | $12.2M | Reduce -9.0% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.39% | 38,980 | $12.1M | Add +7.7% |
| VXUS Vanguard Total Intl Stock | 0.38% | 144,811 | $11.8M | Add +9.3% |
| VIGI Vanguard Int Div App Indx FD | 0.38% | 127,708 | $11.7M | Reduce -6.5% |
| AVDV Avantis Intl S/C Value ETF | 0.38% | 110,884 | $11.7M | Add +0.3% |
| IVV iShares Core S&P 500 ETF | 0.35% | 16,128 | $11.0M | Add +11.4% |
| AVUS Avantis U.S. Equity ETF | 0.34% | 92,022 | $10.6M | Add +0.3% |
| NFLX Netflix Inc. | 0.34% | 106,642 | $10.6M | Reduce -1.9% |
| XOM Exxon Mobil Corp. | 0.34% | 67,672 | $10.6M | Add +3.5% |
| VGT Vanguard Info Tech ETF | 0.31% | 13,209 | $9.8M | Add +5.3% |
| WMT Walmart Inc. | 0.31% | 76,664 | $9.8M | Add +4.5% |
| ORCL Oracle Corp. | 0.30% | 65,023 | $9.3M | Reduce -22.8% |
| ABBV Abbvie Inc. | 0.29% | 43,207 | $9.1M | Add +2.7% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.29% | 264,567 | $9.1M | Reduce -0.2% |
| AVUV Avantis US Small Cap Value | 0.29% | 78,144 | $9.0M | Add +0.0% |
| VT Vanguard Tot World STK ETF | 0.28% | 59,159 | $8.6M | Add +26.6% |
| JNJ Johnson & Johnson | 0.27% | 34,444 | $8.3M | Add +12.2% |
| IDEV iShares Core MSCI Dev MKTS | 0.27% | 93,710 | $8.2M | No change |
| V Visa Inc. Class A | 0.26% | 26,534 | $8.2M | Reduce -4.0% |
| CMF iShares California Muni Bond | 0.26% | 142,044 | $8.1M | Reduce -9.8% |
| NEM Newmont Corp. | 0.25% | 65,221 | $7.7M | Add +0.4% |
| IJH iShares Core S&P Midcap ETF | 0.24% | 107,648 | $7.6M | Add +3.5% |
| SCHC Schwab Intl Small-Cap Equity | 0.24% | 151,071 | $7.4M | Add +0.0% |
| VXF Vanguard Extended Market ETF | 0.23% | 32,969 | $7.1M | Add +121.4% |
| COST Costco Wholesale Corp. | 0.23% | 6,799 | $7.0M | Add +8.2% |
| ITOT iShares Core S&P Total U.S. | 0.22% | 46,343 | $6.9M | Reduce -4.2% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.22% | 14,700 | $6.7M | Add +14.3% |
| CAT Caterpillar Inc. | 0.21% | 8,512 | $6.6M | Add +4.0% |
| AMD Advanced Micro Devices | 0.20% | 27,372 | $6.3M | Add +12.5% |
| AVDE Avantis International Equity | 0.20% | 70,861 | $6.3M | Add +0.2% |
| MU Micron Technology Inc. | 0.19% | 14,714 | $6.0M | Add +8.0% |
| GE General Electric filed as GE AEROSPACE | 0.19% | 18,677 | $5.8M | Reduce -8.3% |
| VIG Vanguard Dividend Apprec ETF | 0.18% | 25,507 | $5.7M | Add +1.0% |
| MA Mastercard Inc. Class A | 0.18% | 11,063 | $5.6M | Reduce -6.5% |
| IJR iShares Core S&P Small-Cap E | 0.17% | 41,413 | $5.4M | Add +3.6% |
| GS Goldman Sachs Group Inc. | 0.17% | 5,805 | $5.3M | Add +3.9% |
| AMAT Applied Materials Inc. | 0.17% | 13,406 | $5.2M | Reduce -3.0% |
| PM Philip Morris International | 0.17% | 31,998 | $5.1M | Add +0.6% |
| KO The Coca-Cola Co. | 0.17% | 66,582 | $5.1M | Add +2.0% |
| HNGE Hinge Health Inc. Class A | 0.16% | 133,303 | $5.1M | New |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.15% | 21,122 | $4.8M | Add +17.1% |
| GILD Gilead Sciences Inc. | 0.15% | 32,777 | $4.6M | Add +83.7% |
| VYM Vanguard High DVD Yield ETF | 0.15% | 30,183 | $4.6M | Add +14.6% |
| ADI Analog Devices Inc. | 0.14% | 12,957 | $4.5M | Add +194.5% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.14% | 6 | $4.3M | Reduce -14.3% |
| LRCX Lam Research Corp. | 0.14% | 17,485 | $4.3M | Reduce -32.8% |
| CSCO Cisco Systems Inc. | 0.14% | 51,459 | $4.3M | Add +10.4% |
| RTX RTX Corp. | 0.14% | 21,044 | $4.3M | Add +6.8% |
| AVEM Avantis Emerging Markets Eq | 0.14% | 49,230 | $4.2M | Reduce -9.5% |
| CVX Chevron Corp. | 0.13% | 21,095 | $4.1M | Add +2.3% |
| IWM iShares Russell 2000 ETF | 0.13% | 15,324 | $4.0M | Add +18.8% |
| UNH Unitedhealth Group Inc. | 0.13% | 13,044 | $4.0M | Reduce -13.0% |
| IVW iShares S&P 500 Growth ETF | 0.13% | 33,042 | $3.9M | Add +258.2% |
| PG The Procter & Gamble Co. | 0.13% | 26,951 | $3.9M | Add +1.8% |
| VGIT Vanguard Intermediate-Term T | 0.13% | 65,604 | $3.9M | Add +3.6% |
| RVMD Revolution Medicines Inc. | 0.13% | 40,231 | $3.9M | Add +0.4% |
| HD Home Depot Inc. | 0.13% | 11,572 | $3.9M | Reduce -6.6% |
| DGRW Wisdomtree U.S. Quality Divi | 0.13% | 42,841 | $3.9M | Add +0.6% |
| AXP American Express Co. | 0.12% | 12,172 | $3.9M | Reduce -1.0% |
| PH Parker Hannifin Corp. | 0.12% | 3,883 | $3.8M | Add +1.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.12% | 72,018 | $3.7M | Reduce -2.7% |
| VGK Vanguard Ftse Europe ETF | 0.12% | 43,041 | $3.7M | Add +0.0% |
Portfolio Sells Q4 2025 → Q1 2026
| MSFT Microsoft Corp. | Reduce -3.7% | 1.28% | −0.57 |
| NVDA Nvidia Corp. | Reduce -1.2% | 2.66% | −0.35 |
| ORCL Oracle Corp. | Reduce -22.8% | 0.30% | −0.26 |
| WFC Wells Fargo & Co. | Reduce -9.0% | 0.39% | −0.13 |
| V Visa Inc. Class A | Reduce -4.0% | 0.26% | −0.08 |
| CRM Salesforce Inc. | Reduce -8.2% | 0.10% | −0.08 |
| HOOD Robinhood Markets Inc. Class A | Reduce -36.0% | 0.04% | −0.06 |
| VIGI Vanguard Int Div App Indx FD | Reduce -6.5% | 0.38% | −0.06 |
| AVGO Broadcom Inc. | Reduce -1.2% | 0.87% | −0.06 |
| VSS Vanguard Ftse All Wo X-US SC | Reduce -3.2% | 0.90% | −0.06 |
| MA Mastercard Inc. Class A | Reduce -6.5% | 0.18% | −0.06 |
| INTU Intuit Inc. | Reduce -21.1% | 0.04% | −0.06 |
| CMF iShares California Muni Bond | Reduce -9.8% | 0.26% | −0.05 |
| UNH Unitedhealth Group Inc. | Reduce -13.0% | 0.13% | −0.05 |
| ABT Abbott Laboratories | Reduce -10.8% | 0.09% | −0.04 |
| AKRE Akre Focus ETF | Reduce -18.5% | 0.07% | −0.04 |
| LRCX Lam Research Corp. | Reduce -32.8% | 0.14% | −0.04 |
| GE General Electric | Reduce -8.3% | 0.19% | −0.04 |
| FYBR Frontier Communications Pare | Sold out | 0.00% | −0.04 |
| BRK.A Berkshire Hathaway Inc. Class A | Reduce -14.3% | 0.14% | −0.04 |
| IAUM iShares Gold Trust Micro | Reduce -44.7% | 0.05% | −0.04 |
| NOW ServiceNow Inc. | Reduce -22.4% | 0.03% | −0.04 |
| AXP American Express Co. | Reduce -1.0% | 0.12% | −0.04 |
| BSX Boston Scientific Corp. | Reduce -11.8% | 0.04% | −0.04 |
| QCOM Qualcomm Inc. | Reduce -13.1% | 0.05% | −0.04 |
| IWV iShares Russell 3000 ETF | Reduce -22.9% | 0.08% | −0.04 |
| IBM Intl Business Machines Corp. | Reduce -1.4% | 0.10% | −0.04 |
| SPGI S&P Global Inc. | Reduce -14.5% | 0.06% | −0.03 |
| ITOT iShares Core S&P Total U.S. | Reduce -4.2% | 0.22% | −0.03 |
| ADBE Adobe Inc. | Reduce -44.2% | 0.02% | −0.03 |
| DFAC Dimensional US Core Equity 2 | Reduce -16.6% | 0.10% | −0.03 |
| VONG Vanguard Russell 1000 Growth | Reduce -15.9% | 0.08% | −0.03 |
| XLK SS Technology Select Sector | Reduce -10.2% | 0.11% | −0.03 |
| CMA Comerica Inc. | Sold out | 0.00% | −0.03 |
| PNFP Pinnacle Financial Partners | Sold out | 0.00% | −0.03 |
| HD Home Depot Inc. | Reduce -6.6% | 0.13% | −0.02 |
| ADP Automatic Data Processing | Reduce -12.0% | 0.04% | −0.02 |
| BAC Bank of America Corp. | Reduce -2.7% | 0.12% | −0.02 |
| PPC Pilgrim's Pride Corp. | Reduce -33.0% | 0.03% | −0.02 |
| BLK BlackRock Inc. | Reduce -9.5% | 0.08% | −0.02 |
| UBER Uber Technologies Inc. | Reduce -2.7% | 0.06% | −0.02 |
| ACN Accenture PLC Class A | Reduce -40.8% | 0.01% | −0.02 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -10.0% | 0.09% | −0.02 |
| KKR KKR & Co. Inc. | Reduce -34.6% | 0.01% | −0.02 |
| RBLX Roblox Corp. Class A | Reduce -11.4% | 0.03% | −0.02 |
| ZS Zscaler Inc. | Sold out | 0.00% | −0.02 |
| PWZ Invesco California Amt-Free | Sold out | 0.00% | −0.02 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Reduce -0.2% | 0.29% | −0.02 |
| CAG Conagra Brands Inc. | Sold out | 0.00% | −0.02 |
| ADSK Autodesk Inc. | Reduce -8.8% | 0.04% | −0.02 |
Portfolio Buys Q4 2025 → Q1 2026
| VEA Vanguard Ftse Developed ETF | Add +10.0% | 10.37% | +0.81 |
| GOOG Alphabet Inc. Class C | Add +50.0% | 1.62% | +0.43 |
| GOOGL Alphabet Inc. Class A | Add +39.9% | 1.52% | +0.33 |
| VTC Vanguard Total Corporate BND | Add +17.9% | 3.37% | +0.26 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +20.1% | 2.57% | +0.24 |
| VEU Vanguard Ftse All-World Ex-U | Add +101.8% | 0.48% | +0.24 |
| GEV GE Vernova Inc. | Add +75.6% | 0.41% | +0.23 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +86.3% | 0.40% | +0.18 |
| VWO Vanguard Ftse Emerging Marke | Add +8.4% | 5.98% | +0.17 |
| HNGE Hinge Health Inc. Class A | New | 0.16% | +0.16 |
| GOVT iShares US Treasury Bond ETF | Add +14.2% | 3.23% | +0.16 |
| QQQ Invesco QQQ Trust Series 1 | Add +40.4% | 0.72% | +0.15 |
| VXF Vanguard Extended Market ETF | Add +121.4% | 0.23% | +0.12 |
| ADI Analog Devices Inc. | Add +194.5% | 0.14% | +0.10 |
| IVW iShares S&P 500 Growth ETF | Add +258.2% | 0.13% | +0.09 |
| VTI VG Morningstar TS MKT ETF-US | Add +11.6% | 5.11% | +0.08 |
| GILD Gilead Sciences Inc. | Add +83.7% | 0.15% | +0.07 |
| XOM Exxon Mobil Corp. | Add +3.5% | 0.34% | +0.07 |
| VTEC Vanguard Ca Tax-Ex Bond | Add +21.6% | 0.63% | +0.07 |
| MAR Marriott International Class A | Add +130.1% | 0.10% | +0.06 |
| IEFA iShares Core MSCI Eafe ETF | Add +4.5% | 3.56% | +0.05 |
| RSP Invesco S&P 500 Equal Weight | Add +318.5% | 0.06% | +0.05 |
| JNJ Johnson & Johnson | Add +12.2% | 0.27% | +0.05 |
| VT Vanguard Tot World STK ETF | Add +26.6% | 0.28% | +0.04 |
| CAT Caterpillar Inc. | Add +4.0% | 0.21% | +0.04 |
| IEMG iShares Core MSCI Emerging | Add +3.4% | 2.14% | +0.04 |
| SNDK Sandisk Corp. | Add +43.2% | 0.06% | +0.04 |
| COST Costco Wholesale Corp. | Add +8.2% | 0.23% | +0.03 |
| MU Micron Technology Inc. | Add +8.0% | 0.19% | +0.03 |
| PKW Invesco Buyback Achievers Et | New | 0.03% | +0.03 |
| FAST Fastenal Co. | Add +91.7% | 0.05% | +0.03 |
| BOXX Alpha Architect 1-3 MNTH Box | Add +58.0% | 0.09% | +0.03 |
| GLW Corning Inc. | Add +26.8% | 0.05% | +0.03 |
| WMT Walmart Inc. | Add +4.5% | 0.31% | +0.03 |
| AMD Advanced Micro Devices | Add +12.5% | 0.20% | +0.03 |
| CIEN Ciena Corp. | Add +7.8% | 0.06% | +0.03 |
| VTES Vanguard SH Term Tax-Ex Bond | New | 0.03% | +0.03 |
| PNFP Pinnacle Financial Partners | New | 0.03% | +0.03 |
| SDY SS SPDR S&P Dividend ETF | Add +120.7% | 0.05% | +0.03 |
| LITE Lumentum Holdings Inc. | Add +18.7% | 0.04% | +0.02 |
| VXUS Vanguard Total Intl Stock | Add +9.3% | 0.38% | +0.02 |
| INTC Intel Corp. | Add +36.8% | 0.05% | +0.02 |
| FITB Fifth Third Bancorp | Add +143.0% | 0.04% | +0.02 |
| BHB Bar Harbor Bankshares | New | 0.02% | +0.02 |
| MRVL Marvell Technology Inc. | Add +37.1% | 0.05% | +0.02 |
| CVX Chevron Corp. | Add +2.3% | 0.13% | +0.02 |
| WDC Western Digital Corp. | Add +24.0% | 0.04% | +0.02 |
| DFAS Dimensional US Small Cap ETF | New | 0.02% | +0.02 |
| VRT Vertiv Holdings Co. Class A | Add +24.3% | 0.04% | +0.02 |
| PZA Invesco National Amt-Free Mu | 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 |