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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) |
|---|---|---|---|---|---|
| S&P GLOBAL INC | COM | 78409V104 | — | 5,164 shares | $2,079,700 |
| FORTINET INC | COM | 34959E109 | — | 10,876 shares | $2,056,652 |
| OREILLY AUTOMOTIVE INC | COM | 67103H107 | — | 23,762 shares | $2,043,770 |
| CHUBB LIMITED | COM | H1467J104 | — | 5,932 shares | $2,039,361 |
| CVS HEALTH CORP | COM | 126650100 | — | 23,129 shares | $2,030,761 |
| UNION PAC CORP | COM | 907818108 | — | 7,184 shares | $1,998,523 |
| ISHARES TR | RUS 1000 ETF | 464287622 | — | 4,711 shares | $1,990,467 |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 46138G649 | — | 6,444 shares | $1,983,862 |
| APPLOVIN CORP | COM CL A | 03831W108 | — | 7,045 shares | $1,973,445 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 | — | 42,319 shares | $1,961,469 |
| VANGUARD SCOTTSDALE FDS | VNG RUS3000IDX | 92206C599 | — | 5,727 shares | $1,947,862 |
| ALTRIA GROUP INC | COM | 02209S103 | — | 27,207 shares | $1,943,123 |
| WISDOMTREE TR | US LARGECAP DIVD | 97717W307 | — | 19,616 shares | $1,937,276 |
| BOOKING HOLDINGS INC | COM | 09857L108 | — | 12,085 shares | $1,933,184 |
| AMERIPRISE FINL INC | COM | 03076C106 | — | 3,843 shares | $1,917,994 |
| VERTEX PHARMACEUTICALS INC | COM | 92532F100 | — | 3,792 shares | $1,908,324 |
| VERTIV HOLDINGS CO | COM CL A | 92537N108 | — | 7,823 shares | $1,906,700 |
| VANECK ETF TRUST | HIGH YLD MUNIETF | 92189H409 | — | 39,753 shares | $1,900,993 |
| MOTOROLA SOLUTIONS INC | COM NEW | 620076307 | — | 4,247 shares | $1,899,124 |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 | — | 34,276 shares | $1,894,750 |
| US BANCORP | COM NEW | 902973304 | — | 33,085 shares | $1,886,811 |
| DELTA AIR LINES INC | COM NEW | 247361702 | — | 22,960 shares | $1,885,894 |
| FASTENAL CO | COM | 311900104 | — | 36,918 shares | $1,863,971 |
| RUBRIK INC. | CL A | 781154109 | — | 15,351 shares | $1,855,782 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | — | 2,817 shares | $1,836,706 |
| ROBINHOOD MKTS INC | COM CL A | 770700102 | — | 17,032 shares | $1,822,589 |
| TRAVELERS COMPANIES INC | COM | 89417E109 | — | 4,901 shares | $1,814,727 |
| PROFESIONALLY MANAGED PORTFO | AKRE FOCUS ETF | 74316P579 | — | 33,368 shares | $1,802,539 |
| WILLIAMS COS INC | COM | 969457100 | — | 24,896 shares | $1,800,953 |
| IDEXX LABS INC | COM | 45168D104 | — | 3,509 shares | $1,800,608 |
| ISHARES TR | US SML CAP EQT | 46434V290 | — | 21,170 shares | $1,795,216 |
| TRANE TECHNOLOGIES PLC | SHS | G8994E103 | — | 3,809 shares | $1,790,001 |
| WESTERN DIGITAL CORP | COM | 958102105 | — | 4,546 shares | $1,787,987 |
| SELECT SECTOR SPDR TR | ST STR FINL ETF | 81369Y605 | — | 32,938 shares | $1,786,235 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 | — | 6,550 shares | $1,773,339 |
| SIMON PPTY GROUP INC NEW | COM | 828806109 | — | 8,826 shares | $1,761,798 |
| RAYMOND JAMES FINL INC | COM | 754730109 | — | 11,090 shares | $1,758,893 |
| COLGATE PALMOLIVE CO | COM | 194162103 | — | 19,858 shares | $1,749,467 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 | — | 13,591 shares | $1,727,538 |
| STARBUCKS CORP | COM | 855244109 | — | 18,372 shares | $1,712,485 |
| EA SERIES TRUST | BRID OMN SMA ETF | 02072L532 | — | 59,968 shares | $1,712,317 |
| ALLSTATE CORP | COM | 020002101 | — | 7,325 shares | $1,689,467 |
| WAYSTAR HLDG CORP | COM | 946784105 | — | 63,357 shares | $1,677,693 |
| JOHNSON CONTROLS INTERNATION | SHS | G51502105 | — | 10,862 shares | $1,672,748 |
| HCA HEALTHCARE INC | COM | 40412C101 | — | 3,754 shares | $1,670,693 |
| CORNING INC | COM | 219350105 | — | 10,749 shares | $1,642,702 |
| CHENIERE ENERGY INC | COM NEW | 16411R208 | — | 5,886 shares | $1,635,613 |
| ECOLAB INC | COM | 278865100 | — | 5,795 shares | $1,632,522 |
| SSR MINING IN | COM | 784730103 | — | 48,398 shares | $1,627,141 |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 | — | 41,103 shares | $1,626,862 |
| ROSS STORES INC | COM | 778296103 | — | 7,213 shares | $1,624,356 |
| SOUTHERN CO | COM | 842587107 | — | 18,829 shares | $1,622,143 |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 | — | 28,027 shares | $1,613,512 |
| PEPSICO INC | COM | 713448108 | — | 12,496 shares | $1,603,701 |
| NETAPP INC | COM | 64110D104 | — | 6,895 shares | $1,593,130 |
| SERVICENOW INC | COM | 81762P102 | — | 11,354 shares | $1,586,722 |
| FIRST TR EXCHANGE-TRADED ALP | COM SHS | 33734K109 | — | 11,679 shares | $1,582,034 |
| DATADOG INC | CL A COM | 23804L103 | — | 5,776 shares | $1,581,469 |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 | — | 46,322 shares | $1,566,150 |
| VANGUARD WORLD FD | ESG INTL STK ETF | 921910725 | — | 19,436 shares | $1,560,150 |
| FIDELITY WISE ORIGIN BITCOIN | SHS | 315948109 | — | 21,814 shares | $1,550,539 |
| EA SERIES TRUST | ALPHA ARCH 1-3 | 02072L565 | — | 13,001 shares | $1,540,379 |
| EVERPURE INC | CL A | 74624M102 | — | 10,213 shares | $1,537,771 |
| AMERICAN ELEC PWR CO INC | COM | 025537101 | — | 12,569 shares | $1,537,424 |
| ISHARES TR | RUS TP200 GR ETF | 464289438 | — | 5,131 shares | $1,533,660 |
| COMFORT SYS USA INC | COM | 199908104 | — | 895 shares | $1,527,464 |
| GALLAGHER ARTHUR J & CO | COM | 363576109 | — | 6,483 shares | $1,517,412 |
| FREEPORT MCMORAN INC | CL B | 35671D857 | — | 21,224 shares | $1,509,884 |
| CIENA CORP | COM NEW | 171779309 | — | 3,533 shares | $1,504,811 |
| BANK OF NY MELLON CORP | COM | 064058100 | — | 10,455 shares | $1,501,513 |
| TRACTOR SUPPLY CO | COM | 892356106 | — | 44,635 shares | $1,494,364 |
| LOCKHEED MARTIN CORP | COM | 539830109 | — | 2,924 shares | $1,485,207 |
| EQUINIX INC | COM | 29444U700 | — | 1,468 shares | $1,484,158 |
| OCCIDENTAL PETE CORP | COM | 674599105 | — | 24,582 shares | $1,481,795 |
| GARMIN LTD | SHS | H2906T109 | — | 5,502 shares | $1,476,983 |
| ISHARES TR | S&P 500 VAL ETF | 464287408 | — | 6,359 shares | $1,476,494 |
| VANGUARD INDEX FDS | MRNGSTR SM CP GR | 922908595 | — | 4,329 shares | $1,474,250 |
| MCDONALDS CORP | COM | 580135101 | — | 6,203 shares | $1,469,458 |
| ROCKWELL AUTOMATION INC | COM | 773903109 | — | 3,352 shares | $1,455,350 |
| ISHARES INC | MSCI EMRG CHN | 46434G764 | — | 14,713 shares | $1,445,096 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | — | 18,604 shares | $1,438,827 |
| CBRE GROUP INC | CL A | 12504L109 | — | 10,943 shares | $1,434,408 |
| ISHARES TR | MICRO-CAP ETF | 464288869 | — | 7,818 shares | $1,429,115 |
| EQT CORP | COM | 26884L109 | — | 26,898 shares | $1,423,993 |
| MARSH & MCLENNAN COS INC | COM | 571748102 | — | 8,054 shares | $1,422,856 |
| VANECK ETF TRUST | SEMICONDUCTR ETF | 92189F676 | — | 2,343 shares | $1,422,852 |
| ISHARES TR | RUS MID CAP ETF | 464287499 | — | 13,053 shares | $1,421,096 |
| SPDR SERIES TRUST | ST STR P400MID | 78464A847 | — | 22,215 shares | $1,421,094 |
| CME GROUP INC | COM | 12572Q105 | — | 5,108 shares | $1,411,961 |
| SELECT SECTOR SPDR TR | ST STR ENERG ETF | 81369Y506 | — | 21,586 shares | $1,408,249 |
| DOORDASH INC | CL A | 25809K105 | — | 7,332 shares | $1,405,618 |
| ISHARES TR | CORE MSCI TOTAL | 46432F834 | — | 14,908 shares | $1,403,431 |
| FIFTH THIRD BANCORP | COM | 316773100 | — | 27,678 shares | $1,403,269 |
| VANGUARD MUN BD FDS | SHORT TAX EXEMPT | 922907696 | — | 18,853 shares | $1,401,910 |
| TARGA RES CORP | COM | 87612G101 | — | 4,856 shares | $1,401,001 |
| SYNOPSYS INC | COM | 871607107 | — | 2,806 shares | $1,396,687 |
| APA CORPORATION | COM | 03743Q108 | — | 30,547 shares | $1,388,976 |
| SPROTT ASSET MANAGEMENT LP | PHYSICAL GOLD TR | 85207H104 | — | 44,199 shares | $1,379,016 |
| ANGLOGOLD ASHANTI PLC | COM SHS | G0378L100 | — | 15,135 shares | $1,373,955 |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 | — | 39,831 shares | $1,372,972 |