Wedmont Private Capital
In its 13F for Q3 2026 (holdings as of September 30, 2026, filed October 9, 2026), Wedmont Private Capital reported 1,002 stock positions worth $4.2 billion. Its top holding was Vanguard Ftse Developed ETF (VEA) at 9.7% of the portfolio, followed by VG Morningstar TS MKT ETF-US (VTI, 6.2%) and Vanguard Ftse Emerging Marke (VWO, 5.4%). Compared with Q2 2026, it opened 136 new positions, sold out of 83, added to 649 and reduced 153. The biggest buy was iShares National Muni Bond E (MUB, shares +159%) and the biggest sale Vanguard Tax-Exempt Bond ETF (VTEB, shares −58%).
- Most Recent 13F
- Q3 2026
- Location
- WEST CHESTER, PA
- CIK
- 0001904274
- Portfolio Value
- $4.2B (Q3 2026)
- SEC Filing
- 0001904274-26-000006 ↗ filed Oct 9, 2026
Holdings Value
Holdings 1,002 stocks · $4.2B
| VEA Vanguard Ftse Developed ETF | 9.73% | 5,824,638 | $406.9M | Add +10.5% |
| VTI VG Morningstar TS MKT ETF-US | 6.17% | 680,028 | $258.1M | Add +16.9% |
| VWO Vanguard Ftse Emerging Marke | 5.45% | 3,851,859 | $227.6M | Add +7.8% |
| VOO Vanguard S&P 500 ETF | 3.56% | 209,062 | $148.7M | Add +1.7% |
| NVDA Nvidia Corp. | 3.45% | 626,367 | $144.4M | Add +25.8% |
| MUB iShares National Muni Bond E | 2.98% | 1,235,371 | $124.5M | Add +158.7% |
| AAPL Apple Inc. | 2.76% | 339,449 | $115.6M | Add +12.4% |
| IEFA iShares Core MSCI Eafe ETF | 2.76% | 1,205,085 | $115.5M | Add +1.4% |
| GOVT iShares US Treasury Bond ETF | 2.69% | 5,147,853 | $112.6M | Add +10.2% |
| VTC Vanguard Total Corporate BND | 2.47% | 1,417,494 | $103.3M | Reduce -3.6% |
| IEMG iShares Core MSCI Emerging | 1.95% | 1,011,495 | $81.4M | Add +12.6% |
| MSFT Microsoft Corp. | 1.84% | 147,027 | $76.8M | Add +44.2% |
| GOOG Alphabet Inc. Class C | 1.46% | 176,999 | $61.0M | Add +28.9% |
| GOOGL Alphabet Inc. Class A | 1.33% | 159,467 | $55.5M | Add +8.9% |
| AMZN Amazon.com Inc. | 1.30% | 213,230 | $54.2M | Add +21.7% |
| PLTR Palantir Technologies Inc. Class A | 1.24% | 260,132 | $51.7M | Reduce -1.2% |
| META Meta Platforms Inc. Class A | 1.13% | 65,596 | $47.3M | Add +44.5% |
| VTEB Vanguard Tax-Exempt Bond ETF | 1.03% | 914,576 | $43.1M | Reduce -57.8% |
| BNDX Vanguard Total Intl Bond ETF | 0.89% | 794,381 | $37.3M | Add +6.8% |
| VXUS Vanguard Total Intl Stock | 0.87% | 430,280 | $36.2M | Add +42.9% |
| AVGO Broadcom Inc. | 0.82% | 95,009 | $34.2M | Add +19.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.72% | 39,990 | $29.9M | Add +11.4% |
| SCHF Schwab Intl Equity ETF | 0.71% | 1,094,441 | $29.6M | Reduce -0.2% |
| VSS Vanguard Ftse All Wo X-US SC | 0.64% | 173,206 | $26.6M | Reduce -2.5% |
| VEU Vanguard Ftse All-World Ex-U | 0.60% | 307,639 | $25.3M | Add +0.9% |
| VCIT Vanguard Int-Term Corporate | 0.60% | 318,057 | $25.0M | Add +343.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.56% | 45,499 | $23.3M | Add +15.6% |
| VTEC Vanguard Ca Tax-Ex Bond | 0.55% | 246,073 | $23.1M | Add +0.8% |
| TSLA Tesla Inc. | 0.55% | 61,468 | $23.1M | Add +9.7% |
| JPM JPMorgan Chase & Co. | 0.54% | 67,827 | $22.5M | Add +25.6% |
| LLY Eli Lilly & Co. | 0.53% | 18,843 | $22.0M | Add +17.3% |
| USHY iShares Broad Usd High Yield | 0.51% | 600,801 | $21.4M | Add +13.0% |
| MU Micron Technology Inc. | 0.50% | 20,367 | $21.1M | Add +18.5% |
| SPCX Space Exploration Techn Class A | 0.49% | 128,368 | $20.6M | New |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.48% | 249,736 | $20.1M | Add +5.2% |
| IJH iShares Core S&P Midcap ETF | 0.45% | 258,464 | $18.9M | Add +135.3% |
| AMD Advanced Micro Devices | 0.45% | 30,217 | $18.8M | Add +7.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.44% | 23,761 | $18.4M | Add +2.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.44% | 63,477 | $18.3M | Add +5.4% |
| VGT Vanguard Info Tech ETF | 0.41% | 135,352 | $17.2M | Add +15.2% |
| VT Vanguard Tot World STK ETF | 0.41% | 106,770 | $16.9M | Add +53.6% |
| V Visa Inc. Class A | 0.39% | 43,032 | $16.1M | Add +24.3% |
| SCHB Schwab US Broad Market ETF | 0.38% | 540,053 | $16.1M | Add +0.0% |
| IVV iShares Core S&P 500 ETF | 0.35% | 18,986 | $14.8M | Add +11.2% |
| GEV GE Vernova Inc. | 0.35% | 14,467 | $14.5M | Add +3.0% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.34% | 39,825 | $14.2M | Add +2.5% |
| AVDV Avantis Intl S/C Value ETF | 0.34% | 131,877 | $14.2M | Add +1.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.33% | 63,654 | $14.0M | Add +4.6% |
| XOM Exxonmobil Holdings Corp. | 0.33% | 82,592 | $13.9M | New |
| VYMI Vanguard Int High DVD YLD Inc. | 0.33% | 136,388 | $13.6M | Reduce -1.7% |
| ABBV Abbvie Inc. | 0.32% | 49,199 | $13.4M | Add +12.5% |
| WFC Wells Fargo & Co. | 0.31% | 159,800 | $13.1M | Add +3.6% |
| CMF iShares California Muni Bond | 0.31% | 242,626 | $13.1M | Add +70.8% |
| AVUS Avantis U.S. Equity ETF | 0.30% | 97,159 | $12.6M | Add +2.4% |
| AVUV Avantis US Small Cap Value | 0.28% | 98,800 | $11.9M | Add +2.8% |
| SCMB Schwab Municipal Bond ETF | 0.27% | 471,085 | $11.3M | Reduce -4.7% |
| VTEL Vanguard LT Tax-Ex Bond | 0.26% | 112,239 | $10.7M | New |
| JNJ Johnson & Johnson | 0.26% | 41,616 | $10.7M | Add +22.2% |
| VIGI Vanguard Int Div App Indx FD | 0.24% | 108,634 | $10.2M | Reduce -4.6% |
| WMT Walmart Inc. | 0.24% | 91,238 | $10.1M | Add +12.9% |
| VTEI Vanguard Int Tax-Exempt Bond | 0.23% | 102,209 | $9.7M | New |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.23% | 259,628 | $9.4M | Reduce -1.1% |
| ORCL Oracle Corp. | 0.22% | 67,377 | $9.1M | Add +3.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.21% | 98,404 | $9.0M | Add +12.2% |
| ITOT iShares Core S&P Total U.S. | 0.21% | 53,060 | $8.9M | Add +19.2% |
| PM Philip Morris International | 0.21% | 43,095 | $8.6M | Add +17.9% |
| CSCO Cisco Systems Inc. | 0.20% | 74,375 | $8.5M | Add +37.5% |
| IDEV iShares Core MSCI Dev MKTS | 0.20% | 95,637 | $8.5M | No change |
| CAT Caterpillar Inc. | 0.20% | 10,543 | $8.4M | Add +5.3% |
| NFLX Netflix Inc. | 0.20% | 116,842 | $8.4M | Add +9.3% |
| VXF Vanguard Extended Market ETF | 0.19% | 34,008 | $7.9M | Add +0.1% |
| NEM Newmont Corp. | 0.19% | 68,566 | $7.9M | Add +5.0% |
| MA Mastercard Inc. Class A | 0.19% | 13,657 | $7.8M | Add +21.8% |
| SCHD Schwab US DVD Equity ETF | 0.19% | 233,756 | $7.7M | Add +5.2% |
| RVMD Revolution Medicines Inc. | 0.18% | 40,937 | $7.7M | Add +1.6% |
| AMAT Applied Materials Inc. | 0.18% | 14,642 | $7.5M | Add +6.1% |
| COST Costco Wholesale Corp. | 0.18% | 7,851 | $7.4M | Add +14.1% |
| SPMO Invesco S&P 500 Momentum ETF | 0.18% | 48,777 | $7.4M | Add +7.6% |
| LRCX Lam Research Corp. | 0.17% | 22,354 | $7.2M | Add +26.1% |
| KO The Coca-Cola Co. | 0.17% | 80,484 | $7.1M | Add +16.5% |
| SCHC Schwab Intl Small-Cap Equity | 0.17% | 143,716 | $7.1M | Reduce -2.1% |
| GE General Electric filed as GE AEROSPACE | 0.17% | 22,826 | $7.0M | Add +18.1% |
| SUB iShares Short-Term National | 0.17% | 66,309 | $6.9M | Add +0.6% |
| AVEM Avantis Emerging Markets Eq | 0.16% | 72,515 | $6.8M | Add +4.6% |
| VIG Vanguard Dividend Apprec ETF | 0.16% | 28,478 | $6.8M | Add +6.8% |
| IJR iShares Core S&P Small-Cap E | 0.16% | 48,463 | $6.7M | Add +6.6% |
| GS Goldman Sachs Group Inc. | 0.16% | 7,523 | $6.6M | Add +26.6% |
| CVX Chevron Corp. | 0.15% | 30,131 | $6.4M | Add +41.2% |
| AVDE Avantis International Equity | 0.15% | 71,327 | $6.4M | Add +1.1% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.15% | 23,712 | $6.2M | Reduce -67.0% |
| NYF iShares New York Muni Bond E | 0.15% | 122,299 | $6.2M | Add +29.4% |
| XLK SS Technology Select Sector | 0.14% | 29,204 | $5.8M | Add +19.4% |
| ADI Analog Devices Inc. | 0.14% | 14,194 | $5.8M | Add +6.6% |
| ANET Arista Networks Inc. | 0.14% | 27,220 | $5.7M | Add +14.8% |
| RTX RTX Corp. | 0.13% | 30,500 | $5.6M | Add +39.6% |
| MRK Merck & Co. Inc. | 0.13% | 39,432 | $5.6M | Add +39.4% |
| TSM Taiwan Semiconductor-SP ADR | 0.13% | 12,008 | $5.5M | Add +51.2% |
| INTC Intel Corp. | 0.13% | 51,184 | $5.5M | Add +58.0% |
| UNH Unitedhealth Group Inc. | 0.13% | 14,613 | $5.4M | Add +11.0% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.13% | 7 | $5.4M | Add +16.7% |
Options reported separately and not counted above: NU puts ($203K), USB puts ($143K), TSLA calls ($113K), CMG puts ($39K).
Portfolio Sells Q2 2026 → Q3 2026
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -57.8% | 1.03% | −1.96 |
| VTC Vanguard Total Corporate BND | Reduce -3.6% | 2.47% | −0.59 |
| XOM Exxon Mobil Corp. | Sold out | 0.00% | −0.28 |
| SCHF Schwab Intl Equity ETF | Reduce -0.2% | 0.71% | −0.12 |
| VSS Vanguard Ftse All Wo X-US SC | Reduce -2.5% | 0.64% | −0.12 |
| SCMB Schwab Municipal Bond ETF | Reduce -4.7% | 0.27% | −0.08 |
| APP AppLovin Corp. Class A | Reduce -7.6% | 0.05% | −0.06 |
| VYMI Vanguard Int High DVD YLD Inc. | Reduce -1.7% | 0.33% | −0.06 |
| DFSV Dimensional US Small Cap Val | Sold out | 0.00% | −0.06 |
| VIGI Vanguard Int Div App Indx FD | Reduce -4.6% | 0.24% | −0.05 |
| PLNT Planet Fitness Inc. Class A | Sold out | 0.00% | −0.05 |
| VGSH Vanguard Short-Term Treasury | Reduce -49.5% | 0.04% | −0.05 |
| BRBR Bellring Brands Inc. | Sold out | 0.00% | −0.04 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -47.7% | 0.03% | −0.04 |
| SOXX iShares Semiconductor ETF | Reduce -71.5% | 0.01% | −0.04 |
| VBIL Vanguard 0-3M T-Bill ETF | Reduce -84.2% | 0.01% | −0.04 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Reduce -1.1% | 0.23% | −0.04 |
| SMH Vaneck Semiconductor ETF | Reduce -44.3% | 0.03% | −0.04 |
| CHTR Charter Communications Inc. Class A | Reduce -44.6% | 0.02% | −0.04 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -11.9% | 0.10% | −0.03 |
| RLI Rli Corp. | Reduce -15.4% | 0.07% | −0.03 |
| NOC Northrop Grumman Corp. | Reduce -36.0% | 0.03% | −0.03 |
| OKE Oneok Inc. | Sold out | 0.00% | −0.03 |
| BND Vanguard Total Bond Market | Reduce -65.9% | 0.01% | −0.03 |
| IWM iShares Russell 2000 ETF | Reduce -1.0% | 0.12% | −0.03 |
| LBRDK Liberty Broadband-C | Sold out | 0.00% | −0.03 |
| WBD Warner Bros Discovery Inc. | Sold out | 0.00% | −0.03 |
| LBRDA Liberty Broadband-A | Sold out | 0.00% | −0.03 |
| SCHC Schwab Intl Small-Cap Equity | Reduce -2.1% | 0.17% | −0.03 |
| BRO Brown & Brown Inc. | Reduce -36.5% | 0.03% | −0.03 |
| QRVO Qorvo Inc. | Sold out | 0.00% | −0.02 |
| CI The Cigna Group | Reduce -16.9% | 0.05% | −0.02 |
| VYM Vanguard High DVD Yield ETF | Reduce -1.3% | 0.12% | −0.02 |
| CDNS Cadence Design SYS Inc. | Reduce -0.2% | 0.08% | −0.02 |
| EA Electronic Arts Inc. | Sold out | 0.00% | −0.02 |
| BSMR Invesco Bulletshares 2027 MB | Sold out | 0.00% | −0.02 |
| BSMT Invesco Bulletshares 2029 MB | Sold out | 0.00% | −0.02 |
| BSMQ Invesco Bulletshares 2026 MB | Sold out | 0.00% | −0.02 |
| BSMS Invesco Bulletshares 2028 MB | Sold out | 0.00% | −0.02 |
| AKRE Akre Focus ETF | Reduce -19.4% | 0.04% | −0.02 |
| BSMV Invesco Bulletshares 2031 MB | Sold out | 0.00% | −0.02 |
| BSMU Invesco Bulletshares 2030 MB | Sold out | 0.00% | −0.02 |
| VNQ Vanguard Real Estate ETF | Reduce -2.4% | 0.07% | −0.02 |
| BSMW Invesco Bulletshares 2032 MB | Sold out | 0.00% | −0.02 |
| CTVA Corteva Inc. | Sold out | 0.00% | −0.02 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -3.3% | 0.09% | −0.02 |
| WBS Webster Financial Corp. | Sold out | 0.00% | −0.02 |
| VTHR Vanguard Russell 3000 | Reduce -18.4% | 0.05% | −0.02 |
| VGIT Vanguard Intermediate-Term T | Reduce -1.3% | 0.09% | −0.02 |
| TSCO Tractor Supply Company | Reduce -29.5% | 0.04% | −0.02 |
Portfolio Buys Q2 2026 → Q3 2026
| MUB iShares National Muni Bond E | Add +158.7% | 2.98% | +1.58 |
| MSFT Microsoft Corp. | Add +44.2% | 1.84% | +0.76 |
| NVDA Nvidia Corp. | Add +25.8% | 3.45% | +0.57 |
| SPCX Space Exploration Techn Class A | New | 0.49% | +0.49 |
| VCIT Vanguard Int-Term Corporate | Add +343.3% | 0.60% | +0.44 |
| XOM Exxonmobil Holdings Corp. | New | 0.33% | +0.33 |
| META Meta Platforms Inc. Class A | Add +44.5% | 1.13% | +0.30 |
| VTEL Vanguard LT Tax-Ex Bond | New | 0.26% | +0.26 |
| VTEI Vanguard Int Tax-Exempt Bond | New | 0.23% | +0.23 |
| VTI VG Morningstar TS MKT ETF-US | Add +16.9% | 6.17% | +0.23 |
| IJH iShares Core S&P Midcap ETF | Add +135.3% | 0.45% | +0.22 |
| VXUS Vanguard Total Intl Stock | Add +42.9% | 0.87% | +0.16 |
| AAPL Apple Inc. | Add +12.4% | 2.76% | +0.15 |
| GOOG Alphabet Inc. Class C | Add +28.9% | 1.46% | +0.12 |
| AMZN Amazon.com Inc. | Add +21.7% | 1.30% | +0.12 |
| VT Vanguard Tot World STK ETF | Add +53.6% | 0.41% | +0.10 |
| CMF iShares California Muni Bond | Add +70.8% | 0.31% | +0.09 |
| VTES Vanguard SH Term Tax-Ex Bond | Add +386.7% | 0.10% | +0.08 |
| SGOV iShares 0-3 Month Treasury B | Add +920.4% | 0.09% | +0.08 |
| NET Cloudflare Inc. Class A | Add +108.4% | 0.11% | +0.06 |
| VTIP Vanguard Short-Term Tips | Add +776.6% | 0.07% | +0.06 |
| VLO Valero Energy Corp. | Add +37.1% | 0.12% | +0.06 |
| V Visa Inc. Class A | Add +24.3% | 0.39% | +0.05 |
| DFSV Dimensional US Small Cap Val | New | 0.05% | +0.05 |
| CVX Chevron Corp. | Add +41.2% | 0.15% | +0.05 |
| DHR Danaher Corp. | Add +307.8% | 0.06% | +0.05 |
| MU Micron Technology Inc. | Add +18.5% | 0.50% | +0.04 |
| LITE Lumentum Holdings Inc. | Add +93.3% | 0.08% | +0.04 |
| ETN Eaton Corp. PLC | Add +69.6% | 0.12% | +0.04 |
| COP Conocophillips | Add +56.2% | 0.10% | +0.04 |
| JPM JPMorgan Chase & Co. | Add +25.6% | 0.54% | +0.04 |
| PFE Pfizer Inc. | Add +138.1% | 0.07% | +0.04 |
| MRK Merck & Co. Inc. | Add +39.4% | 0.13% | +0.04 |
| TSM Taiwan Semiconductor-SP ADR | Add +51.2% | 0.13% | +0.04 |
| MPC Marathon Petroleum Corp. | Add +16.1% | 0.09% | +0.04 |
| PSX Phillips 66 | Add +16.8% | 0.10% | +0.03 |
| IWC iShares Micro-Cap ETF | New | 0.03% | +0.03 |
| INTC Intel Corp. | Add +58.0% | 0.13% | +0.03 |
| HYMB SS SPDR N Ice HY Muni ETF | Add +93.5% | 0.09% | +0.03 |
| ARM Arm Holdings PLC-ADR | New | 0.03% | +0.03 |
| VGT Vanguard Info Tech ETF | Add +15.2% | 0.41% | +0.03 |
| AVGE Avantis All Eqty Mrkts ETF | New | 0.03% | +0.03 |
| OKE Oneok Inc. | New | 0.03% | +0.03 |
| AMGN Amgen Inc. | Add +33.6% | 0.11% | +0.03 |
| DIS The Walt Disney Co. | Add +60.3% | 0.07% | +0.03 |
| MA Mastercard Inc. Class A | Add +21.8% | 0.19% | +0.03 |
| VCRM Vanguard Core Tax-Ex Bond | New | 0.03% | +0.03 |
| IWN iShares Russell 2000 Value E | New | 0.02% | +0.02 |
| PM Philip Morris International | Add +17.9% | 0.21% | +0.02 |
| NSC Norfolk Southern Corp. | Add +93.9% | 0.06% | +0.02 |
Options Activity Q2 2026 → Q3 2026
| NU Nu Holdings Ltd./Cayman Isl-A | put | New | 13,200 | $203K |
| USB US Bancorp | put | New | 2,500 | $143K |
| MU Micron Technology Inc. | call | Sold out | 100 | $98Kbefore exit |
| MU Micron Technology Inc. | put | Sold out | 100 | $98Kbefore exit |
| CMG Chipotle Mexican Grill Inc. | put | New | 1,200 | $39K |
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 |