Wedmont Private Capital
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 13, 2026), Wedmont Private Capital reported 949 stock positions worth $3.6 billion. Its top holding was Vanguard Ftse Developed ETF (VEA) at 10.3% of the portfolio, followed by VG Morningstar TS MKT ETF-US (VTI, 5.9%) and Vanguard Ftse Emerging Marke (VWO, 5.9%). Compared with Q1 2026, it opened 141 new positions, sold out of 32, added to 514 and reduced 232. The biggest buy was VG Morningstar TS MKT ETF-US (VTI, shares +22%) and the biggest sale Palantir Technologies Class A (PLTR, shares −1%).
- Most Recent 13F
- Q3 2026
- Location
- WEST CHESTER, PA
- CIK
- 0001904274
- Portfolio Value
- $3.6B (Q2 2026)
- SEC Filing
- 0001904274-26-000005 ↗ filed Jul 13, 2026
Holdings Value
Holdings 949 stocks · $3.6B
| VEA Vanguard Ftse Developed ETF | 10.27% | 5,272,522 | $374.3M | Add +11.2% |
| VTI VG Morningstar TS MKT ETF-US | 5.95% | 581,799 | $216.8M | Add +22.4% |
| VWO Vanguard Ftse Emerging Marke | 5.87% | 3,571,670 | $213.9M | Add +8.9% |
| VOO Vanguard S&P 500 ETF | 3.91% | 205,604 | $142.7M | Add +5.9% |
| IEFA iShares Core MSCI Eafe ETF | 3.17% | 1,188,881 | $115.6M | Add +2.6% |
| VTC Vanguard Total Corporate BND | 3.06% | 1,469,754 | $111.6M | Add +8.4% |
| VTEB Vanguard Tax-Exempt Bond ETF | 2.99% | 2,167,958 | $109.1M | Add +36.5% |
| GOVT iShares US Treasury Bond ETF | 2.89% | 4,672,099 | $105.5M | Add +6.9% |
| NVDA Nvidia Corp. | 2.88% | 497,890 | $105.0M | Add +10.0% |
| AAPL Apple Inc. | 2.61% | 301,877 | $95.2M | Add +5.8% |
| IEMG iShares Core MSCI Emerging | 2.00% | 897,981 | $73.0M | Add +0.2% |
| GOOGL Alphabet Inc. Class A | 1.43% | 146,365 | $52.3M | Reduce -1.3% |
| MUB iShares National Muni Bond E | 1.40% | 477,489 | $51.1M | Add +1.1% |
| GOOG Alphabet Inc. Class C | 1.34% | 137,306 | $48.7M | Reduce -14.0% |
| AMZN Amazon.com Inc. | 1.18% | 175,224 | $43.0M | Add +3.4% |
| MSFT Microsoft Corp. | 1.08% | 101,962 | $39.3M | Reduce -4.0% |
| BNDX Vanguard Total Intl Bond ETF | 0.98% | 743,512 | $35.7M | Add +8.9% |
| PLTR Palantir Technologies Inc. Class A | 0.92% | 263,251 | $33.4M | Reduce -0.8% |
| AVGO Broadcom Inc. | 0.87% | 79,525 | $31.8M | Add +3.8% |
| META Meta Platforms Inc. Class A | 0.83% | 45,383 | $30.4M | Reduce -4.6% |
| SCHF Schwab Intl Equity ETF | 0.83% | 1,096,412 | $30.2M | Add +5.8% |
| VSS Vanguard Ftse All Wo X-US SC | 0.75% | 177,618 | $27.5M | Reduce -1.8% |
| QQQ Invesco QQQ Trust Series 1 | 0.71% | 35,895 | $26.0M | Reduce -2.9% |
| VXUS Vanguard Total Intl Stock | 0.70% | 301,098 | $25.7M | Add +107.9% |
| VEU Vanguard Ftse All-World Ex-U | 0.70% | 304,741 | $25.4M | Add +60.7% |
| VTEC Vanguard Ca Tax-Ex Bond | 0.67% | 244,141 | $24.4M | Add +25.4% |
| TSLA Tesla Inc. | 0.63% | 56,016 | $22.8M | Add +0.1% |
| USHY iShares Broad Usd High Yield | 0.54% | 531,621 | $19.6M | Add +10.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.53% | 39,346 | $19.4M | Add +5.3% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.53% | 237,501 | $19.2M | Add +0.4% |
| LLY Eli Lilly & Co. | 0.52% | 16,064 | $19.1M | Add +8.4% |
| JPM JPMorgan Chase & Co. | 0.50% | 54,011 | $18.2M | Add +6.8% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.49% | 60,211 | $18.0M | Add +0.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.48% | 23,305 | $17.6M | Add +4.5% |
| MU Micron Technology Inc. | 0.46% | 17,183 | $16.8M | Add +16.8% |
| SCHB Schwab US Broad Market ETF | 0.43% | 540,035 | $15.8M | Add +0.0% |
| AMD Advanced Micro Devices | 0.43% | 28,201 | $15.7M | Add +3.0% |
| GEV GE Vernova Inc. | 0.42% | 14,045 | $15.3M | Add +2.2% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.38% | 138,786 | $14.0M | Add +0.5% |
| VGT Vanguard Info Tech ETF | 0.38% | 117,506 | $13.9M | Add +11.2% |
| AVDV Avantis Intl S/C Value ETF | 0.37% | 130,165 | $13.6M | Add +17.4% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.37% | 38,862 | $13.5M | Reduce -0.3% |
| WFC Wells Fargo & Co. | 0.37% | 154,312 | $13.4M | Add +6.9% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.37% | 60,866 | $13.3M | Reduce -0.4% |
| IVV iShares Core S&P 500 ETF | 0.36% | 17,078 | $12.9M | Add +5.9% |
| SCMB Schwab Municipal Bond ETF | 0.35% | 494,540 | $12.7M | Add +0.1% |
| AVUS Avantis U.S. Equity ETF | 0.33% | 94,887 | $12.2M | Add +3.1% |
| V Visa Inc. Class A | 0.33% | 34,628 | $12.1M | Add +30.5% |
| AVUV Avantis US Small Cap Value | 0.33% | 96,086 | $11.9M | Add +23.0% |
| VT Vanguard Tot World STK ETF | 0.30% | 69,490 | $11.0M | Add +17.5% |
| ABBV Abbvie Inc. | 0.30% | 43,731 | $10.8M | Add +1.2% |
| VIGI Vanguard Int Div App Indx FD | 0.30% | 113,919 | $10.8M | Reduce -10.8% |
| XOM Exxon Mobil Corp. | 0.28% | 74,295 | $10.3M | Add +9.8% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.26% | 262,436 | $9.6M | Reduce -0.8% |
| CAT Caterpillar Inc. | 0.26% | 10,012 | $9.5M | Add +17.6% |
| WMT Walmart Inc. | 0.25% | 80,835 | $9.2M | Add +5.4% |
| ORCL Oracle Corp. | 0.25% | 65,076 | $9.2M | Add +0.1% |
| JNJ Johnson & Johnson | 0.24% | 34,052 | $8.8M | Reduce -1.1% |
| IDEV iShares Core MSCI Dev MKTS | 0.24% | 95,637 | $8.6M | Add +2.1% |
| AMAT Applied Materials Inc. | 0.23% | 13,803 | $8.3M | Add +3.0% |
| IJH iShares Core S&P Midcap ETF | 0.23% | 109,841 | $8.3M | Add +2.0% |
| VXF Vanguard Extended Market ETF | 0.23% | 33,978 | $8.2M | Add +3.1% |
| CMF iShares California Muni Bond | 0.22% | 142,052 | $8.1M | Add +0.0% |
| NFLX Netflix Inc. | 0.22% | 106,863 | $7.8M | Add +0.2% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.21% | 87,738 | $7.7M | Reduce -0.5% |
| RVMD Revolution Medicines Inc. | 0.21% | 40,281 | $7.5M | Add +0.1% |
| ITOT iShares Core S&P Total U.S. | 0.20% | 44,527 | $7.4M | Reduce -3.9% |
| SCHD Schwab US DVD Equity ETF | 0.20% | 222,110 | $7.2M | Add +121.0% |
| SCHC Schwab Intl Small-Cap Equity | 0.19% | 146,761 | $7.1M | Reduce -2.9% |
| SUB iShares Short-Term National | 0.19% | 65,948 | $7.0M | Add +377.4% |
| SPMO Invesco S&P 500 Momentum ETF | 0.19% | 45,348 | $7.0M | Add +97.5% |
| GE General Electric filed as GE AEROSPACE | 0.19% | 19,322 | $6.9M | Add +3.5% |
| PM Philip Morris International | 0.18% | 36,545 | $6.6M | Add +14.2% |
| IJR iShares Core S&P Small-Cap E | 0.18% | 45,473 | $6.6M | Add +9.8% |
| CSCO Cisco Systems Inc. | 0.18% | 54,110 | $6.6M | Add +5.2% |
| AVEM Avantis Emerging Markets Eq | 0.18% | 69,313 | $6.5M | Add +40.8% |
| VIG Vanguard Dividend Apprec ETF | 0.17% | 26,677 | $6.4M | Add +4.6% |
| AVDE Avantis International Equity | 0.17% | 70,581 | $6.4M | Reduce -0.4% |
| COST Costco Wholesale Corp. | 0.17% | 6,879 | $6.3M | Add +1.2% |
| GS Goldman Sachs Group Inc. | 0.17% | 5,942 | $6.3M | Add +2.4% |
| NEM Newmont Corp. | 0.17% | 65,274 | $6.2M | Add +0.1% |
| LRCX Lam Research Corp. | 0.17% | 17,732 | $6.2M | Add +1.4% |
| MA Mastercard Inc. Class A | 0.16% | 11,212 | $5.9M | Add +1.4% |
| VCIT Vanguard Int-Term Corporate | 0.16% | 71,749 | $5.9M | Add +215.0% |
| KO The Coca-Cola Co. | 0.16% | 69,092 | $5.8M | Add +3.8% |
| UNH Unitedhealth Group Inc. | 0.15% | 13,166 | $5.6M | Add +0.9% |
| SNDK Sandisk Corp. | 0.15% | 2,845 | $5.5M | Add +13.9% |
| IWM iShares Russell 2000 ETF | 0.15% | 17,876 | $5.3M | Add +16.6% |
| ADI Analog Devices Inc. | 0.14% | 13,312 | $5.3M | Add +2.7% |
| VYM Vanguard High DVD Yield ETF | 0.14% | 32,269 | $5.2M | Add +6.9% |
| AVIV Avantis Intl LRG Cap Val ETF | 0.14% | 64,739 | $5.1M | Add +58.2% |
| NYF iShares New York Muni Bond E | 0.14% | 94,537 | $5.1M | Add +61.4% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.13% | 20,206 | $4.9M | Reduce -4.3% |
| KLAC KLA Corp. | 0.13% | 20,136 | $4.7M | Add +3.6% |
| BAC Bank of America Corp. | 0.13% | 76,386 | $4.6M | Add +6.1% |
| IVW iShares S&P 500 Growth ETF | 0.12% | 32,822 | $4.5M | Reduce -0.7% |
| XLK SS Technology Select Sector | 0.12% | 24,453 | $4.5M | Add +0.1% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.12% | 6 | $4.4M | No change |
| ANET Arista Networks Inc. | 0.12% | 23,703 | $4.4M | Add +3.7% |
| AXP American Express Co. | 0.12% | 12,631 | $4.4M | Add +3.8% |
Options reported separately and not counted above: TSLA calls ($122K), MU calls ($98K), MU puts ($98K).
Portfolio Sells Q1 2026 → Q2 2026
| PLTR Palantir Technologies Inc. Class A | Reduce -0.8% | 0.92% | −0.29 |
| GOOG Alphabet Inc. Class C | Reduce -14.0% | 1.34% | −0.28 |
| MSFT Microsoft Corp. | Reduce -4.0% | 1.08% | −0.21 |
| VSS Vanguard Ftse All Wo X-US SC | Reduce -1.8% | 0.75% | −0.14 |
| META Meta Platforms Inc. Class A | Reduce -4.6% | 0.83% | −0.11 |
| HNGE Hinge Health Inc. Class A | Reduce -76.8% | 0.08% | −0.09 |
| GOOGL Alphabet Inc. Class A | Reduce -1.3% | 1.43% | −0.08 |
| VIGI Vanguard Int Div App Indx FD | Reduce -10.8% | 0.30% | −0.08 |
| IBIT iShares Bitcoin Trust ETF | Reduce -66.2% | 0.02% | −0.06 |
| BOXX Alpha Architect 1-3 MNTH Box | Reduce -63.3% | 0.03% | −0.06 |
| HON Honeywell International Inc. | Reduce -22.7% | 0.02% | −0.05 |
| SCHC Schwab Intl Small-Cap Equity | Reduce -2.9% | 0.19% | −0.05 |
| CRM Salesforce Inc. | Reduce -30.4% | 0.05% | −0.04 |
| T AT&T Inc. | Reduce -5.2% | 0.07% | −0.04 |
| MCD McDonald's Corp. | Reduce -31.3% | 0.04% | −0.04 |
| ABT Abbott Laboratories | Reduce -17.6% | 0.06% | −0.03 |
| ISRG Intuitive Surgical Inc. | Reduce -14.4% | 0.06% | −0.03 |
| GILD Gilead Sciences Inc. | Reduce -0.6% | 0.12% | −0.03 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -0.4% | 0.37% | −0.03 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Reduce -0.8% | 0.26% | −0.03 |
| AVDE Avantis International Equity | Reduce -0.4% | 0.17% | −0.03 |
| VNQ Vanguard Real Estate ETF | Reduce -16.7% | 0.09% | −0.03 |
| HD Home Depot Inc. | Reduce -11.2% | 0.10% | −0.03 |
| JNJ Johnson & Johnson | Reduce -1.1% | 0.24% | −0.03 |
| CEG Constellation Energy | Reduce -3.3% | 0.07% | −0.03 |
| LOW Lowe's Cos Inc. | Reduce -13.3% | 0.04% | −0.03 |
| DBEF Xtrackers MSCI Eafe Hedged E | Reduce -48.9% | 0.02% | −0.02 |
| VGIT Vanguard Intermediate-Term T | Reduce -2.0% | 0.10% | −0.02 |
| MAR Marriott International Class A | Reduce -13.1% | 0.08% | −0.02 |
| HCA HCA Healthcare Inc. | Reduce -3.2% | 0.04% | −0.02 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -0.3% | 0.37% | −0.02 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -4.3% | 0.13% | −0.02 |
| ITOT iShares Core S&P Total U.S. | Reduce -3.9% | 0.20% | −0.02 |
| SCHJ Schwab 1-5 YR Corp. BND ETF | Sold out | 0.00% | −0.02 |
| BKNG Booking Holdings Inc. | Reduce -96.4% | 0.06% | −0.02 |
| ICE Intercontinental Exchange Inc. | Reduce -16.9% | 0.02% | −0.02 |
| PFE Pfizer Inc. | Reduce -19.2% | 0.03% | −0.02 |
| ADSK Autodesk Inc. | Reduce -21.4% | 0.02% | −0.02 |
| EFX Equifax Inc. | Sold out | 0.00% | −0.02 |
| SPGI S&P Global Inc. | Reduce -10.0% | 0.05% | −0.02 |
| CME Cme Group Inc. | Reduce -10.4% | 0.02% | −0.02 |
| SEB Seaboard Corp. | Reduce -0.8% | 0.03% | −0.02 |
| MSTR Strategy Inc. | Reduce -53.8% | 0.01% | −0.01 |
| AZN Astrazeneca PLC | Reduce -10.9% | 0.02% | −0.01 |
| IAUM iShares Gold Trust Micro | Reduce -1.3% | 0.04% | −0.01 |
| MSI Motorola Solutions Inc. | Reduce -4.1% | 0.05% | −0.01 |
| CTRA Coterra Energy Inc. | Sold out | 0.00% | −0.01 |
| VNQI Vanguard GLBL Ex-US Real Est | Reduce -59.0% | 0.01% | −0.01 |
| ACN Accenture PLC Class A | Sold out | 0.00% | −0.01 |
| CIEN Ciena Corp. | Reduce -1.6% | 0.04% | −0.01 |
Portfolio Buys Q1 2026 → Q2 2026
| VTI VG Morningstar TS MKT ETF-US | Add +22.4% | 5.95% | +0.83 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +36.5% | 2.99% | +0.43 |
| VXUS Vanguard Total Intl Stock | Add +107.9% | 0.70% | +0.33 |
| MU Micron Technology Inc. | Add +16.8% | 0.46% | +0.27 |
| AAPL Apple Inc. | Add +5.8% | 2.61% | +0.23 |
| AMD Advanced Micro Devices | Add +3.0% | 0.43% | +0.23 |
| NVDA Nvidia Corp. | Add +10.0% | 2.88% | +0.22 |
| VEU Vanguard Ftse All-World Ex-U | Add +60.7% | 0.70% | +0.21 |
| SUB iShares Short-Term National | Add +377.4% | 0.19% | +0.14 |
| SPMO Invesco S&P 500 Momentum ETF | Add +97.5% | 0.19% | +0.10 |
| VCIT Vanguard Int-Term Corporate | Add +215.0% | 0.16% | +0.10 |
| RLI Rli Corp. | New | 0.10% | +0.10 |
| SCHD Schwab US DVD Equity ETF | Add +121.0% | 0.20% | +0.10 |
| SNDK Sandisk Corp. | Add +13.9% | 0.15% | +0.09 |
| RVMD Revolution Medicines Inc. | Add +0.1% | 0.21% | +0.08 |
| LLY Eli Lilly & Co. | Add +8.4% | 0.52% | +0.07 |
| V Visa Inc. Class A | Add +30.5% | 0.33% | +0.07 |
| VGT Vanguard Info Tech ETF | Add +11.2% | 0.38% | +0.07 |
| AMAT Applied Materials Inc. | Add +3.0% | 0.23% | +0.06 |
| CHTR Charter Communications Inc. Class A | New | 0.06% | +0.06 |
| QQQM Invesco Nasdaq 100 ETF | New | 0.05% | +0.05 |
| BRO Brown & Brown Inc. | New | 0.05% | +0.05 |
| PLNT Planet Fitness Inc. Class A | New | 0.05% | +0.05 |
| CAT Caterpillar Inc. | Add +17.6% | 0.26% | +0.05 |
| VBIL Vanguard 0-3M T-Bill ETF | New | 0.05% | +0.05 |
| EVLV Evolv Technologies Holdings | New | 0.04% | +0.04 |
| VTEC Vanguard Ca Tax-Ex Bond | Add +25.4% | 0.67% | +0.04 |
| BRBR Bellring Brands Inc. | New | 0.04% | +0.04 |
| INTC Intel Corp. | Add +13.1% | 0.10% | +0.04 |
| AVEM Avantis Emerging Markets Eq | Add +40.8% | 0.18% | +0.04 |
| CSCO Cisco Systems Inc. | Add +5.2% | 0.18% | +0.04 |
| TSCO Tractor Supply Company | Add +684.2% | 0.05% | +0.04 |
| MRVL Marvell Technology Inc. | Add +5.5% | 0.09% | +0.04 |
| NYF iShares New York Muni Bond E | Add +61.4% | 0.14% | +0.04 |
| AVUV Avantis US Small Cap Value | Add +23.0% | 0.33% | +0.04 |
| PANW Palo Alto Networks Inc. | Add +8.1% | 0.09% | +0.04 |
| AVIV Avantis Intl LRG Cap Val ETF | Add +58.2% | 0.14% | +0.04 |
| WAY Waystar Holding Corp. | New | 0.04% | +0.04 |
| PGR Progressive Corp. | Add +72.9% | 0.08% | +0.04 |
| CPNG Coupang Inc. | Add +126.4% | 0.07% | +0.03 |
| ALAB Astera Labs Inc. | Add +51.4% | 0.04% | +0.03 |
| LRCX Lam Research Corp. | Add +1.4% | 0.17% | +0.03 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +297.1% | 0.09% | +0.03 |
| RBRK Rubrik Inc. Class A | Add +181.0% | 0.04% | +0.03 |
| VSDM Vanguard Short Tax-Ex Bond | New | 0.03% | +0.03 |
| LBRDK Liberty Broadband-C | New | 0.03% | +0.03 |
| LBRDA Liberty Broadband-A | New | 0.03% | +0.03 |
| PSI Invesco Semiconductors ETF | New | 0.03% | +0.03 |
| VOO Vanguard S&P 500 ETF | Add +5.9% | 3.91% | +0.02 |
| UNH Unitedhealth Group Inc. | Add +0.9% | 0.15% | +0.02 |
Options Activity Q1 2026 → Q2 2026
| TSLA Tesla Inc. | call | New | 300 | $122K |
| MU Micron Technology Inc. | call | New | 100 | $98K |
| MU Micron Technology Inc. | put | New | 100 | $98K |
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 |
|---|---|---|---|
| Q3 2026 | 1,002 | $4.2B | VEA, VTI, VWO, VOO, NVDA |
| 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 |