Wedmont Private Capital

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CIK 1904274

13F portfolio (2026-Q1)

$3.1B

Positions

838

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

Open in PORT →

As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

838

Top 5

28.9%

Top 10

43.1%

Effective N

37.3

HHI

0.027

This quarter

89 new · 0 exit →

By sector

Unclassified63.4%

Information Technology13.1%

Communication Services4.8%

Financials4.8%

Consumer Discretionary4.1%

Industrials3.0%

Health Care2.6%

Materials1.1%

Other3.2%

By market cap

Unknown64.1%

Mega (>$200B)22.6%

Large ($10–200B)12.5%

Mid ($2–10B)0.8%

Small ($300M–2B)0.1%

By region

Other63.4%

North America36.0%

Europe0.3%

Asia-Pacific0.2%

Africa0.0%

Latin America0.0%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	63.99%	244
Semiconductors & Semiconductor Equipment	4.83%	25
Software & IT Services	4.48%	17
Software	3.49%	29
Technology Hardware & Equipment	3.44%	28
Specialty Retail	2.56%	29
Banks	2.13%	47
Pharmaceuticals & Biotechnology	2.07%	34
Oil, Gas & Consumable Fuels	1.06%	23
Commercial Services & Supplies	1.06%	33
Machinery	1.02%	26
Utilities	0.96%	39
Capital Markets	0.88%	24
Insurance	0.76%	29
Automobiles & Components	0.73%	6
Electrical Equipment & Components	0.67%	6
Aerospace & Defense	0.63%	14
Metals & Mining	0.58%	15
Chemicals	0.44%	15
Media & Entertainment	0.43%	6
Equity Real Estate Investment Trusts (REITs)	0.41%	21
Hotels, Restaurants & Leisure	0.37%	11
Health Care Equipment & Supplies	0.33%	13
Beverages	0.28%	4
Distributors	0.27%	11
Communications Equipment	0.23%	6
Construction & Engineering	0.23%	10
Diversified Telecommunication Services	0.22%	4
Tobacco	0.21%	3
Health Care Providers & Services	0.14%	9
Road & Rail	0.13%	5
Transportation Infrastructure	0.13%	5
Textiles, Apparel & Luxury Goods	0.12%	6
Food Products	0.12%	7
Airlines	0.10%	4
Marine	0.10%	3
Food & Staples Retailing	0.08%	3
Entertainment	0.06%	2
Life Sciences Tools & Services	0.05%	4
Construction Materials	0.05%	3
Household Durables	0.04%	3
Real Estate Management & Development	0.03%	3
Paper & Forest Products	0.03%	3
Industrial Conglomerates	0.02%	1
Agricultural Products	0.01%	1
Media & Publishing	0.01%	1
Leisure Products	0.01%	2
Professional Services	0.01%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	VEA	VANGUARD TAX-MANAGED FDS	Unclassified	10.37%
2	VWO	VANGUARD INTL EQUITY INDEX F	Unclassified	5.98%
3	VTI	VANGUARD INDEX FDS	Unclassified	5.11%
4	VOO	VANGUARD INDEX FDS	Unclassified	3.89%
5	IEFA	ISHARES TR	Unclassified	3.56%
6	VTC	VANGUARD SCOTTSDALE FDS	Unclassified	3.37%
7	GOVT	ISHARES TR	Unclassified	3.23%
8	NVDA	NVIDIA CORP	Information Technology	2.66%
9	VTEB	VANGUARD MUN BD FDS	Unclassified	2.57%
10	AAPL	Apple Inc.	Information Technology	2.38%

596/838 names classified · sector 36.6% of weight · industry 36.0% · mkt cap 35.9%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 18 quarters

Information TechnologyAAPL, MSFT, NVDA, AVGO, PLTR · other

FinancialsBRK.B, JPM, WFC, V, UNH · other

Consumer DiscretionaryAMZN, TSLA, HD, WMT, COST · other

Communication ServicesMETA, GOOG, GOOGL, NFLX, DIS · other

Health CareLLY, JNJ, ABBV, MRK, ABT · other

IndustrialsCAT, GPN, LMT, ACN, Z · other

EnergyXOM, CVX, COP, OXY, IEP · other

MaterialsPG, LIN, NEM, NKE, FCX · other

Consumer StaplesKO, PEP, PM, CVS, CTVA · other

UtilitiesXIFR, DUK, NEE, CEG, EPD · other

Real EstateOPEN, PLD, AMT, AGNC, COMP · other

UnclassifiedVEA, VWO, VOO, VTI, GOVT · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 36.6% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Only 34% of book weight classified — the grid is NOT representative of the whole book.

holdings, colored by sector (492 classified)Wedmont Private Capital centroid (Large Core)

Information TechnologyCommunication ServicesConsumer DiscretionaryFinancialsIndustrialsHealth CareMaterialsEnergyUtilitiesConsumer StaplesReal Estate

Style box summary for Wedmont Private Capital: centroid Large Core. Heaviest cells: Large Growth 19.3%, Large Core 5.2%, Large Value 3.8%.

Classified: 34.1% of book weight (492/838 names) · unclassified 65.9%: VEA, VWO, VTI, VOO, IEFA, VTC, GOVT, VTEB, IEMG, MUB +336 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 838 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	VEAVANGUARD TAX-MANAGED FDS	4,740,776	$322M	10.4%	ADD 10%
2	VWOVANGUARD INTL EQUITY INDEX F	3,280,863	$185M	6.0%	ADD 8%
3	VTIVANGUARD INDEX FDS	475,275	$159M	5.1%	ADD 12%
4	VOOVANGUARD INDEX FDS	194,068	$121M	3.9%	ADD 3%
5	IEFAISHARES TR	1,158,252	$111M	3.6%	ADD 4%
6	VTCVANGUARD SCOTTSDALE FDS	1,356,285	$104M	3.4%	ADD 18%
7	GOVTISHARES TR	4,370,401	$100M	3.2%	ADD 14%
8	NVDANVIDIA CORPORATION	452,533	$82M	2.7%	HOLD
9	VTEBVANGUARD MUN BD FDS	1,587,787	$80M	2.6%	ADD 20%
10	AAPLAPPLE INC	285,372	$74M	2.4%	HOLD
11	IEMGISHARES INC	896,140	$66M	2.1%	ADD 3%
12	MUBISHARES TR	472,473	$50M	1.6%	HOLD
13	GOOGALPHABET INC	159,605	$50M	1.6%	ADD 50%
14	GOOGLALPHABET INC	148,344	$47M	1.5%	ADD 40%
15	MSFTMICROSOFT CORP	106,223	$40M	1.3%	TRIM −4%
16	AMZNAMAZON COM INC	169,403	$37M	1.2%	ADD 3%
17	PLTRPALANTIR TECHNOLOGIES INC	265,373	$37M	1.2%	HOLD
18	BNDXVANGUARD CHARLOTTE FDS	682,426	$33M	1.1%	ADD 9%
19	METAMETA PLATFORMS INC	47,593	$29M	0.9%	HOLD
20	VSSVANGUARD INTL EQUITY INDEX F	180,872	$28M	0.9%	TRIM −3%
21	SCHFSCHWAB STRATEGIC TR	1,036,722	$27M	0.9%	HOLD
22	AVGOBROADCOM INC	76,629	$27M	0.9%	HOLD
23	QQQINVESCO QQQ TR	36,981	$22M	0.7%	ADD 40%
24	VTECVANGUARD CALIF TAX FREE FDS	194,623	$19M	0.6%	ADD 22%
25	TSLATESLA INC	55,950	$19M	0.6%	ADD 2%
26	BRK.BBERKSHIRE HATHAWAY INC DEL	37,381	$18M	0.6%	HOLD
27	USHYISHARES TR	482,749	$18M	0.6%	ADD 9%
28	VOVANGUARD INDEX FDS	59,116	$18M	0.6%	ADD 7%
29	VBVANGUARD INDEX FDS	60,051	$16M	0.5%	ADD 4%
30	JPMJPMORGAN CHASE & CO	50,587	$16M	0.5%	ADD 6%
31	SPYSTATE STR SPDR S&P 500 ETF T	22,292	$15M	0.5%	ADD 6%
32	VEUVANGUARD INTL EQUITY INDEX F	189,589	$15M	0.5%	ADD 102%
33	LLYELI LILLY & CO	14,822	$14M	0.5%	ADD 2%
34	SCHBSCHWAB STRATEGIC TR	540,015	$14M	0.5%	ADD 7%
35	VYMIVANGUARD WHITEHALL FDS	138,036	$14M	0.4%	HOLD
36	GEVGE VERNOVA INC	13,747	$13M	0.4%	ADD 76%
37	SCMBSCHWAB STRATEGIC TR	494,149	$13M	0.4%	HOLD
38	VTVVANGUARD INDEX FDS	61,097	$12M	0.4%	ADD 86%
39	WFCWELLS FARGO CO NEW	144,393	$12M	0.4%	TRIM −9%
40	VVVANGUARD INDEX FDS	38,980	$12M	0.4%	ADD 8%
41	VXUSVANGUARD STAR FDS	144,811	$12M	0.4%	ADD 9%
42	VIGIVanguard Whitehall Int'l Div. Apprec. ETF	127,708	$12M	0.4%	TRIM −7%
43	AVDVAMERICAN CENTY ETF TR	110,884	$12M	0.4%	HOLD
44	IVVISHARES TR	16,128	$11M	0.4%	ADD 11%
45	AVUSAMERICAN CENTY ETF TR	92,022	$11M	0.3%	HOLD
46	NFLXNETFLIX INC	106,642	$11M	0.3%	HOLD
47	XOMEXXON MOBIL CORP	67,672	$11M	0.3%	ADD 3%
48	VGTVANGUARD WORLD FD	13,209	$10M	0.3%	ADD 5%
49	WMTWALMART INC	76,664	$10M	0.3%	ADD 5%
50	ORCLORACLE CORP	65,023	$9M	0.3%	TRIM −23%
51	ABBVABBVIE INC	43,207	$9M	0.3%	ADD 3%
52	SCHESCHWAB STRATEGIC TR	264,567	$9M	0.3%	HOLD
53	AVUVAMERICAN CENTY ETF TR	78,144	$9M	0.3%	HOLD
54	VTVANGUARD INTL EQUITY INDEX F	59,159	$9M	0.3%	ADD 27%
55	JNJJOHNSON & JOHNSON	34,444	$8M	0.3%	ADD 12%
56	IDEVISHARES TR	93,710	$8M	0.3%	HOLD
57	VVISA INC	26,534	$8M	0.3%	TRIM −4%
58	CMFISHARES TR	142,044	$8M	0.3%	TRIM −10%
59	NEMNEWMONT CORP	65,221	$8M	0.2%	HOLD
60	IJHISHARES TR	107,648	$8M	0.2%	ADD 3%
61	SCHCSCHWAB STRATEGIC TR	151,071	$7M	0.2%	HOLD
62	VXFVANGUARD INDEX FDS	32,969	$7M	0.2%	ADD 121%
63	COSTCOSTCO WHSL CORP NEW	6,799	$7M	0.2%	ADD 8%
64	ITOTISHARES TR	46,343	$7M	0.2%	TRIM −4%
65	VUGVANGUARD INDEX FDS	14,700	$7M	0.2%	ADD 14%
66	CATCATERPILLAR INC	8,512	$7M	0.2%	ADD 4%
67	AMDADVANCED MICRO DEVICES INC	27,372	$6M	0.2%	ADD 12%
68	AVDEAMERICAN CENTY ETF TR	70,861	$6M	0.2%	HOLD
69	MUMICRON TECHNOLOGY INC	14,714	$6M	0.2%	ADD 8%
70	GEGE AEROSPACE	18,677	$6M	0.2%	TRIM −8%
71	VIGVANGUARD SPECIALIZED FUNDS	25,507	$6M	0.2%	HOLD
72	MAMASTERCARD INCORPORATED	11,063	$6M	0.2%	TRIM −6%
73	IJRISHARES TR	41,413	$5M	0.2%	ADD 4%
74	GSGOLDMAN SACHS GROUP INC	5,805	$5M	0.2%	ADD 4%
75	AMATAPPLIED MATLS INC	13,406	$5M	0.2%	TRIM −3%
76	PMPHILIP MORRIS INTL INC	31,998	$5M	0.2%	HOLD
77	KOCOCA COLA CO	66,582	$5M	0.2%	ADD 2%
78	HNGEHINGE HEALTH INC	133,303	$5M	0.2%	NEW
79	VBRVANGUARD INDEX FDS	21,122	$5M	0.2%	ADD 17%
80	GILDGILEAD SCIENCES INC	32,777	$5M	0.1%	ADD 84%
81	VYMVANGUARD WHITEHALL FDS	30,183	$5M	0.1%	ADD 15%
82	ADIANALOG DEVICES INC	12,957	$4M	0.1%	ADD 195%
83	BRK.ABERKSHIRE HATHAWAY INC DEL	6	$4M	0.1%	TRIM −14%
84	LRCXLAM RESEARCH CORP	17,485	$4M	0.1%	TRIM −33%
85	CSCOCISCO SYS INC	51,459	$4M	0.1%	ADD 10%
86	RTXRTX CORPORATION	21,044	$4M	0.1%	ADD 7%
87	AVEMAMERICAN CENTY ETF TR	49,230	$4M	0.1%	TRIM −10%
88	CVXCHEVRON CORP NEW	21,095	$4M	0.1%	ADD 2%
89	IWMISHARES TR	15,324	$4M	0.1%	ADD 19%
90	UNHUNITEDHEALTH GROUP INC	13,044	$4M	0.1%	TRIM −13%
91	IVWISHARES TR	33,042	$4M	0.1%	ADD 258%
92	PGPROCTER AND GAMBLE CO	26,951	$4M	0.1%	HOLD
93	VGITVANGUARD SCOTTSDALE FDS	65,604	$4M	0.1%	ADD 4%
94	RVMDREVOLUTION MEDICINES INC	40,231	$4M	0.1%	HOLD
95	HDHOME DEPOT INC	11,572	$4M	0.1%	TRIM −7%
96	DGRWWISDOMTREE TR	42,841	$4M	0.1%	HOLD
97	AXPAMERICAN EXPRESS CO	12,172	$4M	0.1%	HOLD
98	PHPARKER-HANNIFIN CORP	3,883	$4M	0.1%	HOLD
99	BACBANK AMERICA CORP	72,018	$4M	0.1%	TRIM −3%
100	VGKVANGUARD INTL EQUITY INDEX F	43,041	$4M	0.1%	HOLD
101	VNQVANGUARD INDEX FDS	39,604	$4M	0.1%	ADD 18%
102	VOTVANGUARD INDEX FDS	12,953	$4M	0.1%	HOLD
103	TAT&T INC	127,858	$3M	0.1%	ADD 2%
104	XLKSELECT SECTOR SPDR TR	24,442	$3M	0.1%	TRIM −10%
105	APHAMPHENOL CORP	25,432	$3M	0.1%	HOLD
106	SCHXSCHWAB U.S. LARGE-CAP ETF	128,698	$3M	0.1%	HOLD
107	ANETARISTA NETWORKS INC	22,862	$3M	0.1%	ADD 12%
108	KLACKLA CORP	1,943	$3M	0.1%	ADD 3%
109	VGSHVANGUARD SHORT-TERM TREASURY ETF	54,950	$3M	0.1%	TRIM −6%
110	SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF	105,749	$3M	0.1%	HOLD
111	AVIVAMERICAN CENTY ETF TR	40,922	$3M	0.1%	HOLD
112	IBMINTERNATIONAL BUSINESS MACHS	13,247	$3M	0.1%	HOLD
113	MRKMERCK & CO INC	25,861	$3M	0.1%	ADD 10%
114	VOEVANGUARD INDEX FDS	16,783	$3M	0.1%	TRIM −4%
115	TSMTAIWAN SEMICONDUCTOR MFG LTD	8,693	$3M	0.1%	HOLD
116	TJXTJX COS INC NEW	19,558	$3M	0.1%	ADD 9%
117	NYFISHARES TR	58,562	$3M	0.1%	ADD 11%
118	CCITIGROUP INC	25,309	$3M	0.1%	ADD 4%
119	MARMARRIOTT INTL INC NEW	8,961	$3M	0.1%	ADD 130%
120	SCHDSCHWAB STRATEGIC TR	100,519	$3M	0.1%	HOLD
121	DFACDIMENSIONAL ETF TRUST	76,662	$3M	0.1%	TRIM −17%
122	CRMSALESFORCE INC	17,402	$3M	0.1%	TRIM −8%
123	CEGCONSTELLATION ENERGY CORP	10,516	$3M	0.1%	ADD 4%
124	APPAPPLOVIN CORP	7,570	$3M	0.1%	HOLD
125	AMGNAMGEN INC	8,435	$3M	0.1%	HOLD
126	PWRQUANTA SVCS INC	5,064	$3M	0.1%	HOLD
127	ISRGINTUITIVE SURGICAL INC	6,284	$3M	0.1%	HOLD
128	AVESAMERICAN CENTY ETF TR	46,094	$3M	0.1%	HOLD
129	ABTABBOTT LABS	27,899	$3M	0.1%	TRIM −11%
130	VCSHVANGUARD SCOTTSDALE FDS	35,476	$3M	0.1%	TRIM −10%
131	SPMOInvesco ETF Trust II - S&P500 Momentum ETF	22,963	$3M	0.1%	TRIM −4%
132	CDNSCADENCE DESIGN SYSTEM INC	9,510	$3M	0.1%	ADD 4%
133	BOXXEA SERIES TRUST	23,492	$3M	0.1%	ADD 58%
134	DGROISHARES CORE DIVIDEND GROWTH ETF	37,239	$3M	0.1%	HOLD
135	MCDMCDONALDS CORP	8,648	$3M	0.1%	ADD 9%
136	IWVISHARES TR	6,829	$3M	0.1%	TRIM −23%
137	IBITISHARES BITCOIN TRUST ETF	63,951	$3M	0.1%	ADD 31%
138	NOCNORTHROP GRUMMAN CORP	3,716	$3M	0.1%	ADD 4%
139	MSMORGAN STANLEY	14,426	$3M	0.1%	ADD 6%
140	ETNEATON CORP PLC	6,572	$3M	0.1%	ADD 7%
141	FTCFIRST TR EXCHANGE-TRADED ALP	15,400	$3M	0.1%	HOLD
142	BABOEING CO	11,340	$2M	0.1%	ADD 18%
143	BLKBLACKROCK INC	2,459	$2M	0.1%	TRIM −9%
144	VONVVANGUARD SCOTTSDALE FDS	25,255	$2M	0.1%	TRIM −8%
145	BKNGBOOKING HOLDINGS INC	13,315	$2M	0.1%	ADD 2261%
146	SPDWSPDR INDEX SHS FDS	48,645	$2M	0.1%	HOLD
147	VONGVANGUARD SCOTTSDALE FDS	20,431	$2M	0.1%	TRIM −16%
148	HWMHOWMET AEROSPACE INC	9,030	$2M	0.1%	HOLD
149	RCLROYAL CARIBBEAN GROUP	8,019	$2M	0.1%	HOLD
150	AKREPROFESIONALLY MANAGED PORTFO	41,557	$2M	0.1%	TRIM −18%
151	HONHONEYWELL INTL INC	9,505	$2M	0.1%	ADD 4%
152	VPLVANGUARD INTL EQUITY INDEX F	21,032	$2M	0.1%	TRIM −9%
153	COPCONOCOPHILLIPS	17,473	$2M	0.1%	ADD 11%
154	ESGVVanguard ESG US Stock - ETF	18,566	$2M	0.1%	TRIM −3%
155	COFCAPITAL ONE FINL CORP	11,292	$2M	0.1%	ADD 11%
156	LOWLOWES COS INC	8,835	$2M	0.1%	HOLD
157	PSXPHILLIPS 66	12,719	$2M	0.1%	ADD 9%
158	DUKDUKE ENERGY CORP NEW	16,204	$2M	0.1%	ADD 5%
159	LINLINDE PLC	4,256	$2M	0.1%	ADD 13%
160	HYMBSPDR SERIES TRUST	84,517	$2M	0.1%	HOLD
161	CITHE CIGNA GROUP	7,509	$2M	0.1%	HOLD
162	EFAISHARES TR	20,368	$2M	0.1%	ADD 27%
163	MCKMCKESSON CORP	2,380	$2M	0.1%	HOLD
164	DEDEERE & CO	3,265	$2M	0.1%	HOLD
165	SNDKSANDISK CORP	2,497	$2M	0.1%	ADD 43%
166	WELLWELLTOWER INC	9,524	$2M	0.1%	ADD 3%
167	RSPINVESCO EXCHANGE TRADED FD T	9,844	$2M	0.1%	ADD 319%
168	CRWDCROWDSTRIKE HLDGS INC	4,524	$2M	0.1%	ADD 7%
169	NEENEXTERA ENERGY INC	20,403	$2M	0.1%	ADD 10%
170	SPGIS&P GLOBAL INC	4,383	$2M	0.1%	TRIM −14%
171	HYDVANECK ETF TRUST	37,636	$2M	0.1%	TRIM −5%
172	UBERUBER TECHNOLOGIES INC	26,333	$2M	0.1%	TRIM −3%
173	DFSVDIMENSIONAL ETF TRUST	52,687	$2M	0.1%	ADD 3%
174	VCITVANGUARD SCOTTSDALE FDS	22,780	$2M	0.1%	ADD 4%
175	VLOVALERO ENERGY CORP	7,701	$2M	0.1%	HOLD
176	SCHWSCHWAB CHARLES CORP	18,905	$2M	0.1%	ADD 5%
177	HCAHCA HEALTHCARE INC	3,615	$2M	0.1%	HOLD
178	MSIMOTOROLA SOLUTIONS INC	4,076	$2M	0.1%	ADD 6%
179	IDXXIDEXX LABS INC	3,074	$2M	0.1%	ADD 4%
180	IAGGISHARES TR	36,165	$2M	0.1%	HOLD
181	SMHVANECK ETF TRUST	4,282	$2M	0.1%	TRIM −7%
182	DLNWISDOMTREE TR	19,616	$2M	0.1%	HOLD
183	CTASCINTAS CORP	10,267	$2M	0.1%	ADD 3%
184	CBCHUBB LIMITED	5,384	$2M	0.1%	ADD 3%
185	WMBWILLIAMS COS INC	24,529	$2M	0.1%	HOLD
186	TDIVFIRST TR EXCHANGE TRADED FD	18,345	$2M	0.1%	HOLD
187	VTHRVANGUARD SCOTTSDALE FDS	5,848	$2M	0.1%	ADD 4%
188	CIENCIENA CORP	3,528	$2M	0.1%	ADD 8%
189	SOSOUTHERN CO	17,913	$2M	0.1%	TRIM −2%
190	PEPPEPSICO INC	11,198	$2M	0.1%	ADD 10%
191	LMTLOCKHEED MARTIN CORP	2,754	$2M	0.1%	TRIM −8%
192	ASMLASML HOLDING N V	1,212	$2M	0.1%	HOLD
193	AVLVAMERICAN CENTY ETF TR	20,631	$2M	0.1%	HOLD
194	SSRMSSR MINING IN	48,954	$2M	0.1%	HOLD
195	KVUEKENVUE INC	98,849	$2M	0.1%	ADD 18%
196	SCHASCHWAB STRATEGIC TR	55,771	$2M	0.1%	ADD 10%
197	FASTFASTENAL CO	35,142	$2M	0.1%	ADD 92%
198	INTCINTEL CORP	28,646	$2M	0.1%	ADD 37%
199	DISDISNEY WALT CO	16,942	$2M	0.1%	TRIM −5%
200	URIUNITED RENTALS INC	2,194	$2M	0.1%	TRIM −2%

showing the top 200 by weight

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

VEAVANGUARD TAX-MANAGED FDS

3.1M

3.3M

3.6M

3.9M

4.3M

4.7M

$322M

VWOVANGUARD INTL EQUITY INDEX F

2.3M

2.5M

2.6M

2.8M

3.0M

3.3M

$185M

VTIVANGUARD INDEX FDS

336K

333K

366K

397K

426K

475K

$159M

VOOVANGUARD INDEX FDS

167K

162K

155K

171K

188K

194K

$121M

IEFAISHARES TR

995K

1.1M

1.2M

$111M

VTCVANGUARD SCOTTSDALE FDS

920K

999K

1.0M

1.1M

1.2M

1.4M

$104M

GOVTISHARES TR

2.8M

3.0M

3.1M

3.4M

3.8M

4.4M

$100M

NVDANVIDIA CORPORATION

401K

415K

430K

462K

458K

453K

$82M

VTEBVANGUARD MUN BD FDS

1.2M

1.4M

1.3M

1.2M

1.3M

1.6M

$80M

AAPLAPPLE INC

251K

261K

254K

275K

283K

285K

$74M

IEMGISHARES INC

708K

846K

852K

867K

896K

$66M

MUBISHARES TR

293K

350K

497K

466K

472K

$50M

GOOGALPHABET INC

89K

95K

99K

106K

160K

$50M

GOOGLALPHABET INC

86K

95K

96K

101K

106K

148K

$47M

MSFTMICROSOFT CORP

101K

99K

105K

113K

110K

106K

$40M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆Wedmont Private Capital

Implied return what this book implies · modeled, not advice methodology →

Exposures · what this manager owns, by sector & size (2026-Q1)

By sector

By market cap

By region

By industry group GICS — finer than sector

Top holdings

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Contribution holdings-based, any period

Holdings· 838 positions (2026-Q1) · largest first · Δ vs 2025-Q4

Position trends· top 15 holdings · shares held over 6 quarters

Related· where to look next

Wedmont Private Capital