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Wedmont Private Capital
Period ended Sep 30, 2026 · Latest filing Oct 9, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $4,181,114,376
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- VANGUARD TAX-MANAGED FDS · VAN FTSE DEV MKT · 921943858 · shares: $406,909,229
- VANGUARD INDEX FDS · MRNGSTR TTL STK · 922908769 · shares: $258,111,282
- VANGUARD INTL EQUITY INDEX F · FTSE EMR MKT ETF · 922042858 · shares: $227,644,865
- VANGUARD INDEX FDS · S&P 500 ETF SHS · 922908363 · shares: $148,701,847
- NVIDIA CORPORATION · COM · 67066G104 · shares: $144,365,054
- ISHARES TR · NATIONAL MUN ETF · 464288414 · shares: $124,451,262
- APPLE INC · COM · 037833100 · shares: $115,555,096
- ISHARES TR · CORE MSCI EAFE · 46432F842 · shares: $115,531,454
- ISHARES TR · US TREAS BD ETF · 46429B267 · shares: $112,635,027
- VANGUARD SCOTTSDALE FDS · TOTAL CORP BND · 92206C573 · shares: $103,335,294
Reported holdings
1,008 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | — | 5,824,638 shares | $406,909,229 |
| VANGUARD INDEX FDS | MRNGSTR TTL STK | 922908769 | — | 680,028 shares | $258,111,282 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | — | 3,851,859 shares | $227,644,865 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | — | 209,062 shares | $148,701,847 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 626,367 shares | $144,365,054 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 | — | 1,235,371 shares | $124,451,262 |
| APPLE INC | COM | 037833100 | — | 339,449 shares | $115,555,096 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 | — | 1,205,085 shares | $115,531,454 |
| ISHARES TR | US TREAS BD ETF | 46429B267 | — | 5,147,853 shares | $112,635,027 |
| VANGUARD SCOTTSDALE FDS | TOTAL CORP BND | 92206C573 | — | 1,417,494 shares | $103,335,294 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 | — | 1,011,495 shares | $81,425,365 |
| MICROSOFT CORP | COM | 594918104 | — | 147,027 shares | $76,837,705 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 176,999 shares | $61,039,754 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 159,467 shares | $55,540,906 |
| AMAZON COM INC | COM | 023135106 | — | 213,230 shares | $54,173,260 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | — | 260,132 shares | $51,709,039 |
| META PLATFORMS INC | CL A | 30303M102 | — | 65,596 shares | $47,287,761 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | — | 914,576 shares | $43,103,962 |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 | — | 794,381 shares | $37,280,315 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | — | 430,280 shares | $36,186,537 |
| BROADCOM INC | COM | 11135F101 | — | 95,009 shares | $34,216,665 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | — | 39,990 shares | $29,895,437 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | — | 1,094,441 shares | $29,648,399 |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | 922042718 | — | 173,206 shares | $26,606,191 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | — | 307,639 shares | $25,281,742 |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | — | 318,057 shares | $24,961,139 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 45,499 shares | $23,252,178 |
| VANGUARD CALIF TAX FREE FDS | TAX EXEMPT BD FD | 922021605 | — | 246,073 shares | $23,140,715 |
| TESLA INC | COM | 88160R101 | — | 61,468 shares | $23,050,671 |
| JPMORGAN CHASE & CO | COM | 46625H100 | — | 67,827 shares | $22,479,097 |
| ELI LILLY & CO | COM | 532457108 | — | 18,843 shares | $22,039,340 |
| ISHARES TR | BROAD USD HIGH | 46435U853 | — | 600,801 shares | $21,424,558 |
| MICRON TECHNOLOGY INC | COM | 595112103 | — | 20,367 shares | $21,096,546 |
| SPACE EXPLORATION TECHN CORP | CLASS A COM STK | 84615Q103 | — | 128,368 shares | $20,612,047 |
| VANGUARD INDEX FDS | MRNGSTR MID CAP | 922908629 | — | 249,736 shares | $20,078,813 |
| ISHARES TR | CORE S&P MCP ETF | 464287507 | — | 258,464 shares | $18,875,649 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | — | 30,217 shares | $18,755,088 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | — | 23,761 shares | $18,389,361 |
| VANGUARD INDEX FDS | MRNGSTR SML CAP | 922908751 | — | 63,477 shares | $18,257,998 |
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 | — | 135,352 shares | $17,223,522 |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 922042742 | — | 106,770 shares | $16,947,545 |
| VISA INC | COM CL A | 92826C839 | — | 43,032 shares | $16,141,442 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | — | 540,053 shares | $16,055,787 |
| ISHARES TR | CORE S&P500 ETF | 464287200 | — | 18,986 shares | $14,757,589 |
| GE VERNOVA INC | COM | 36828A101 | — | 14,467 shares | $14,457,157 |
| VANGUARD INDEX FDS | MRNGSTR LRG CAP | 922908637 | — | 39,825 shares | $14,222,003 |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | 025072802 | — | 131,877 shares | $14,205,798 |
| VANGUARD INDEX FDS | MRNGSTR VAL ETF | 922908744 | — | 63,654 shares | $13,980,257 |
| EXXONMOBIL HOLDINGS CORP | COM SHS | 30233Q108 | — | 82,592 shares | $13,916,739 |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | 921946794 | — | 136,388 shares | $13,646,969 |
| ABBVIE INC | COM | 00287Y109 | — | 49,199 shares | $13,402,895 |
| WELLS FARGO & CO | COM | 949746101 | — | 159,800 shares | $13,108,384 |
| ISHARES TR | CALIF MUN BD ETF | 464288356 | — | 242,626 shares | $13,101,814 |
| AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | — | 97,159 shares | $12,636,537 |
| AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | — | 98,800 shares | $11,868,854 |
| SCHWAB STRATEGIC TR | MUN BD ETF | 808524649 | — | 471,085 shares | $11,296,621 |
| VANGUARD MUN BD FDS | LONG TERM TAX EX | 922907688 | — | 112,239 shares | $10,705,394 |
| JOHNSON & JOHNSON | COM | 478160104 | — | 41,616 shares | $10,673,707 |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | 921946810 | — | 108,634 shares | $10,201,847 |
| WALMART INC | COM | 931142103 | — | 91,238 shares | $10,087,302 |
| VANGUARD MUN BD FDS | INTERMEDIATE TRM | 922907738 | — | 102,209 shares | $9,737,451 |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 808524706 | — | 259,628 shares | $9,427,083 |
| ORACLE CORP | COM | 68389X105 | — | 67,377 shares | $9,142,442 |
| VANGUARD INDEX FDS | MRNGSTR GRWT ETF | 922908736 | — | 98,404 shares | $8,985,235 |
| ISHARES TR | CORE S&P TTL STK | 464287150 | — | 53,060 shares | $8,944,878 |
| PHILIP MORRIS INTL INC | COM | 718172109 | — | 43,095 shares | $8,640,583 |
| CISCO SYS INC | COM | 17275R102 | — | 74,375 shares | $8,544,990 |
| ISHARES TR | CORE MSCI INTL | 46435G326 | — | 95,637 shares | $8,469,591 |
| CATERPILLAR INC | COM | 149123101 | — | 10,543 shares | $8,393,774 |
| NETFLIX INC. | COM | 64110L106 | — | 116,842 shares | $8,362,386 |
| VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 | — | 34,008 shares | $7,928,202 |
| NEWMONT CORP | COM | 651639106 | — | 68,566 shares | $7,922,748 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 | — | 13,657 shares | $7,849,664 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | — | 233,756 shares | $7,749,013 |
| REVOLUTION MEDICINES INC | COM | 76155X100 | — | 40,937 shares | $7,701,068 |
| APPLIED MATLS INC | COM | 038222105 | — | 14,642 shares | $7,461,123 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 | — | 7,851 shares | $7,442,582 |
| INVESCO EXCH TRADED FD TR II | S&P 500 MOMNTM | 46138E339 | — | 48,777 shares | $7,357,548 |
| LAM RESEARCH CORP | COM NEW | 512807306 | — | 22,354 shares | $7,166,540 |
| COCA COLA CO | COM | 191216100 | — | 80,484 shares | $7,064,046 |
| SCHWAB STRATEGIC TR | INTL SCEQT ETF | 808524888 | — | 143,716 shares | $7,050,712 |
| GE AEROSPACE | COM NEW | 369604301 | — | 22,826 shares | $6,976,232 |
| ISHARES TR | SHRT NAT MUN ETF | 464288158 | — | 66,309 shares | $6,936,576 |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 | — | 72,515 shares | $6,761,338 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | — | 28,478 shares | $6,760,478 |
| ISHARES TR | CORE S&P SCP ETF | 464287804 | — | 48,463 shares | $6,654,428 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | — | 7,523 shares | $6,639,731 |
| CHEVRON CORPORATION | COM | 166764100 | — | 30,131 shares | $6,374,160 |
| AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 | — | 71,327 shares | $6,368,100 |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | — | 23,712 shares | $6,236,493 |
| ISHARES TR | NEW YORK MUN ETF | 464288323 | — | 122,299 shares | $6,157,732 |
| SELECT SECTOR SPDR TR | ST STR TECHN ETF | 81369Y803 | — | 29,204 shares | $5,775,981 |
| ANALOG DEVICES INC | COM | 032654105 | — | 14,194 shares | $5,761,576 |
| ARISTA NETWORKS INC | COM SHS | 040413205 | — | 27,220 shares | $5,742,603 |
| RTX CORPORATION | COM | 75513E101 | — | 30,500 shares | $5,621,782 |
| MERCK & CO INC | COM | 58933Y105 | — | 39,432 shares | $5,614,283 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | — | 12,008 shares | $5,499,544 |
| INTEL CORP | COM | 458140100 | — | 51,184 shares | $5,480,766 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 | — | 14,613 shares | $5,420,539 |
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | — | 7 shares | $5,368,174 |