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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) |
|---|---|---|---|---|---|
| ISHARES TR | ISHS 1-5YR INVS | 464288646 | — | 4,466 shares | $228,913 |
| CELANESE CORP DEL | COM | 150870103 | — | 5,098 shares | $228,441 |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | 25434V781 | — | 5,381 shares | $228,424 |
| CACI INTL INC | CL A | 127190304 | — | 381 shares | $228,371 |
| BOOT BARN HLDGS INC | COM | 099406100 | — | 1,877 shares | $228,243 |
| ETSY INC | COM | 29786A106 | — | 3,032 shares | $227,824 |
| MASTEC INC | COM | 576323109 | — | 1,051 shares | $227,710 |
| AVIS BUDGET GROUP INC | COM | 053774105 | — | 2,068 shares | $227,480 |
| VANGUARD SCOTTSDALE FDS | TOTAL WLD BD ETF | 92206C565 | — | 3,441 shares | $226,958 |
| MUELLER INDS INC | COM | 624756102 | — | 3,748 shares | $226,730 |
| MACYS INC | COM | 55616P104 | — | 9,947 shares | $226,700 |
| HEXCEL CORP NEW | COM | 428291108 | — | 2,657 shares | $226,193 |
| MCCORMICK & CO INC | COM NON VTG | 579780206 | — | 4,886 shares | $224,463 |
| CAPITAL GROUP DIVIDEND VALUE | SHS CREAT UNIT | 14020W106 | — | 4,552 shares | $224,167 |
| BUNGE GLOBAL SA | COM SHS | H11356104 | — | 2,076 shares | $223,834 |
| V F CORP | COM | 918204108 | — | 15,389 shares | $223,602 |
| TERADATA CORP DEL | COM | 88076W103 | — | 7,364 shares | $223,056 |
| APPLIED INDL TECHNOLOGIES IN | COM | 03820C105 | — | 672 shares | $223,050 |
| BIOMARIN PHARMACEUTICAL INC | COM | 09061G101 | — | 4,048 shares | $222,195 |
| YETI HLDGS INC | COM | 98585X104 | — | 5,600 shares | $221,760 |
| CENTERPOINT ENERGY INC | COM | 15189T107 | — | 5,737 shares | $220,398 |
| BROOKFIELD CORP | CL A LTD VT SH | 11271J107 | — | 5,972 shares | $219,590 |
| AMERICAN HOMES 4 RENT | CL A | 02665T306 | — | 7,174 shares | $218,735 |
| XYLEM INC | COM | 98419M100 | — | 2,141 shares | $218,342 |
| LYFT INC | CL A COM | 55087P104 | — | 13,517 shares | $218,029 |
| BXP INC | COM | 101121101 | — | 3,665 shares | $217,408 |
| CROWN HLDGS INC | COM | 228368106 | — | 1,996 shares | $217,324 |
| ABRDN TOTAL DYNAMIC DIVIDEND | COM SH BEN INT | 00326L100 | — | 21,731 shares | $217,093 |
| VANGUARD INTL EQUITY INDEX F | GLB EX US ETF | 922042676 | — | 5,184 shares | $216,797 |
| COGNIZANT TECHNOLOGY SOLUTIO | CL A | 192446102 | — | 3,610 shares | $216,636 |
| ALLIANT ENERGY CORP | COM | 018802108 | — | 3,302 shares | $216,257 |
| PBF ENERGY INC | CL A | 69318G106 | — | 2,421 shares | $216,252 |
| UNILEVER PLC | SPON ADR NEW | 904767803 | — | 3,472 shares | $215,056 |
| FIRST CTZNS BANCSHARES INC D | CL A | 31946M103 | — | 104 shares | $214,853 |
| CANADIAN NAT RES LTD MED TER | COM | 136385101 | — | 4,346 shares | $213,171 |
| VIATRIS INC | COM | 92556V106 | — | 12,206 shares | $212,880 |
| OMNICOM GROUP INC | COM | 681919106 | — | 2,784 shares | $212,837 |
| TORO CO | COM | 891092108 | — | 2,196 shares | $212,565 |
| XPLR INFRASTRUCTURE LP | COM UNIT PART IN | 65341B106 | — | 20,557 shares | $212,559 |
| ULTRA CLEAN HLDGS INC | COM | 90385V107 | — | 3,145 shares | $212,539 |
| ERIE INDTY CO | CL A | 29530P102 | — | 936 shares | $212,041 |
| RELX PLC | SPONSORED ADR | 759530108 | — | 5,994 shares | $211,229 |
| VANGUARD WORLD FD | MRNGSTR MEGA CAP | 921910816 | — | 2,253 shares | $211,143 |
| KEURIG DR PEPPER INC | COM | 49271V100 | — | 6,749 shares | $210,974 |
| SCHWAB STRATEGIC TR | US TIPS ETF | 808524870 | — | 8,352 shares | $210,482 |
| ISHARES TR | GLOBAL ENERG ETF | 464287341 | — | 3,505 shares | $210,137 |
| NORWEGIAN CRUISE LINE HLDGS | SHS | G66721104 | — | 13,515 shares | $209,347 |
| CARMAX INC | COM | 143130102 | — | 3,887 shares | $209,082 |
| HASBRO INC | COM | 418056107 | — | 2,257 shares | $208,748 |
| PEGASYSTEMS INC | COM | 705573103 | — | 5,860 shares | $207,972 |
| COMMERCE BANCSHARES INC | COM | 200525103 | — | 3,798 shares | $207,409 |
| DARLING INGREDIENTS INC | COM | 237266101 | — | 3,312 shares | $206,172 |
| SAMSARA INC | COM CL A | 79589L106 | — | 4,994 shares | $205,853 |
| PUBLIC STORAGE | COM | 74460D109 | — | 720 shares | $205,574 |
| LINCOLN ELEC HLDGS INC | COM | 533900106 | — | 794 shares | $205,536 |
| MORGAN STANLEY PATHWAY FDS | LARGE CAP EQTY | 61769L858 | — | 3,377 shares | $205,322 |
| ISHARES TR | MSCI USA MMENTM | 46432F396 | — | 647 shares | $205,187 |
| ENCOMPASS HEALTH CORP | COM | 29261A100 | — | 1,670 shares | $204,643 |
| BULLISH | ORD SHS | G16910120 | — | 6,513 shares | $204,573 |
| TREX INC | COM | 89531P105 | — | 4,598 shares | $204,335 |
| ISHARES TR | MSCI INTL QUALTY | 46434V456 | — | 4,128 shares | $203,827 |
| CARPENTER TECHNOLOGY CORP | COM | 144285103 | — | 526 shares | $203,615 |
| NU HLDGS LTD | ORD SHS CL A | G6683N103 | PUT | 13,200 shares | $203,016 |
| AMERICAN FINANCIAL GROUP INC | COM | 025932104 | — | 1,428 shares | $202,747 |
| LEIDOS HOLDINGS INC | COM | 525327102 | — | 1,697 shares | $202,352 |
| ACADIAN ASSET MANAGEMENT INC | COM | 10948W103 | — | 2,162 shares | $201,729 |
| GSK PLC | SPONSORED ADR | 37733W204 | — | 4,325 shares | $201,285 |
| ISHARES INC | MSCI BRAZIL ETF | 464286400 | — | 4,718 shares | $200,939 |
| CELESTICA INC | COM | 15101Q207 | — | 563 shares | $200,726 |
| SOTERA HEALTH CO | COM | 83601L102 | — | 11,247 shares | $200,534 |
| CONAGRA BRANDS INC | COM | 205887102 | — | 14,560 shares | $197,576 |
| COMPASS INC | CL A | 20464U100 | — | 20,690 shares | $196,969 |
| NATWEST GROUP PLC | SPONS ADR | 639057207 | — | 11,216 shares | $192,354 |
| VESTIS CORPORATION | COM SHS | 29430C102 | — | 13,701 shares | $191,814 |
| UNDER ARMOUR INC | CL A | 904311107 | — | 38,586 shares | $188,300 |
| ROYCE SMALL CAP TRUST INC | COM | 780910105 | — | 10,840 shares | $182,220 |
| ROYCE MICRO-CAP TR INC | COM | 780915104 | — | 13,642 shares | $179,938 |
| PARK HOTELS & RESORTS INC | COM | 700517105 | — | 11,777 shares | $179,128 |
| UNDER ARMOUR INC | CL C | 904311206 | — | 35,511 shares | $168,322 |
| SNAP INC | CL A | 83304A106 | — | 27,500 shares | $161,150 |
| QXO INC | COM NEW | 82846H405 | — | 14,280 shares | $158,794 |
| ADT INC DEL | COM | 00090Q103 | — | 24,142 shares | $156,923 |
| DRIVEN BRANDS HLDGS INC | COM | 26210V102 | — | 12,987 shares | $152,857 |
| ORGANON & CO | COMMON STOCK | 68622V106 | — | 10,954 shares | $150,618 |
| CHEMOURS CO | COM | 163851108 | — | 10,455 shares | $144,589 |
| US BANCORP | COM NEW | 902973304 | PUT | 2,500 shares | $142,575 |
| LLOYDS BANKING GROUP PLC | SPONSORED ADR | 539439109 | — | 25,611 shares | $137,785 |
| LIBERTY GLOBAL LTD | COM CL C | G61188127 | — | 13,438 shares | $117,583 |
| NEWELL BRANDS INC | COM | 651229106 | — | 19,947 shares | $114,296 |
| GRAPHIC PACKAGING HLDG CO | COM | 388689101 | — | 13,109 shares | $112,475 |
| LIGHTWAVE LOGIC INC | COM | 532275104 | — | 21,500 shares | $109,865 |
| NOKIA CORP | SPONSORED ADR | 654902204 | — | 10,823 shares | $109,745 |
| QUANTUMSCAPE CORP | COM CL A | 74767V109 | — | 23,037 shares | $105,509 |
| PELOTON INTERACTIVE INC | CL A COM | 70614W100 | — | 19,633 shares | $96,594 |
| CCC INTELLIGENT SOLUTIONS HL | COM | 12510Q100 | — | 14,512 shares | $95,344 |
| AEGON LTD | AMER REG 1 CERT | 0076CA104 | — | 10,803 shares | $89,341 |
| ZOOMINFO TECHNOLOGIES INC | COMMON STOCK | 98980F104 | — | 21,988 shares | $84,214 |
| UWM HOLDINGS CORPORATION | COM CL A | 91823B109 | — | 76,926 shares | $83,849 |
| RECURSION PHARMACEUTICALS IN | CL A | 75629V104 | — | 18,943 shares | $74,825 |
| WESTERN UN CO | COM | 959802109 | — | 11,589 shares | $73,358 |