Wedmont Private Capital

Portfolio Overview

Wedmont Private Capital disclosed 952 positions worth $3.6B in its Form 13F-HR for Q2 2026 — $3.6B in common stock plus $318,188 of put/call option positions (reported at underlying notional value, not premium at risk). During the quarter the fund opened 130 new positions and exited 30 — including a new stake in $RLI. The portfolio is most concentrated in Other (61.9% of disclosed assets). All figures are sourced directly from Wedmont Private Capital’s Form 13F-HR filing with the SEC under CIK 1904274.

• VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT

  —

  Quality

  $374.3M5,272,522 sh

• VANGUARD INDEX FDS - TOTAL STK MKT

  —

  Quality

  $216.8M581,799 sh

• VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF

  —

  Quality

  $213.9M3,571,670 sh

• VANGUARD INDEX FDS - S&P 500 ETF SHS

  —

  Quality

  $142.7M205,604 sh

• ISHARES TR - CORE MSCI EAFE

  —

  Quality

  $115.6M1,188,881 sh

• VANGUARD SCOTTSDALE FDS - TOTAL CORP BND

  —

  Quality

  $111.6M1,469,754 sh

• VANGUARD MUN BD FDS - TAX EXEMPT BD

  —

  Quality

  $109.1M2,167,958 sh

• ISHARES TR - US TREAS BD ETF

  —

  Quality

  $105.5M4,672,099 sh
• 

  NVIDIA CORP

  $NVDA

  85.9

  Quality

  $105.0M497,890 sh
• 

  Apple Inc.

  $AAPL

  76.3

  Quality

  $95.2M301,877 sh

Company	Quality	Value	Shares
VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT	—	$374.3M	5,272,522
VANGUARD INDEX FDS - TOTAL STK MKT	—	$216.8M	581,799
VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF	—	$213.9M	3,571,670
VANGUARD INDEX FDS - S&P 500 ETF SHS	—	$142.7M	205,604
ISHARES TR - CORE MSCI EAFE	—	$115.6M	1,188,881
VANGUARD SCOTTSDALE FDS - TOTAL CORP BND	—	$111.6M	1,469,754
VANGUARD MUN BD FDS - TAX EXEMPT BD	—	$109.1M	2,167,958
ISHARES TR - US TREAS BD ETF	—	$105.5M	4,672,099
NVIDIA CORP$NVDA	85.9	$105.0M	497,890
Apple Inc.$AAPL	76.3	$95.2M	301,877

Showing top 10 of 952 holdings.

Top Holdings — Wedmont Private Capital (Q2 2026)

Top 150 of 952 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#	Ticker	Company	Value	Weight	QoQ	Quality
1	—	VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT	$374.3M	10.3%	+11%	—
2	—	VANGUARD INDEX FDS - TOTAL STK MKT	$216.8M	6.0%	+22%	—
3	—	VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF	$213.9M	5.9%	+9%	—
4	—	VANGUARD INDEX FDS - S&P 500 ETF SHS	$142.7M	3.9%	+6%	—
5	—	ISHARES TR - CORE MSCI EAFE	$115.6M	3.2%	+3%	—
6	—	VANGUARD SCOTTSDALE FDS - TOTAL CORP BND	$111.6M	3.1%	+8%	—
7	—	VANGUARD MUN BD FDS - TAX EXEMPT BD	$109.1M	3.0%	+37%	—
8	—	ISHARES TR - US TREAS BD ETF	$105.5M	2.9%	+7%	—
9	$NVDA	NVIDIA CORP	$105.0M	2.9%	+10%	85.9
10	$AAPL	Apple Inc.	$95.2M	2.6%	+6%	76.3
11	—	ISHARES INC - CORE MSCI EMKT	$73.0M	2.0%	+0%	—
12	$GOOG	Alphabet Inc.	$52.3M	1.4%	-1%	78.1
13	—	ISHARES TR - NATIONAL MUN ETF	$51.1M	1.4%	+1%	—
14	$GOOGL	Alphabet Inc.	$48.7M	1.3%	-14%	78.1
15	$AMZN	AMAZON COM INC	$43.0M	1.2%	+3%	68.4
16	$MSFT	MICROSOFT CORP	$39.3M	1.1%	-4%	79.7
17	—	VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF	$35.7M	1.0%	+9%	—
18	$PLTR	Palantir Technologies Inc.	$33.4M	0.9%	-1%	84.5
19	$AVGO	Broadcom Inc.	$31.8M	0.9%	+4%	84.4
20	$META	Meta Platforms, Inc.	$30.4M	0.8%	-5%	79.6
21	—	SCHWAB STRATEGIC TR - INTL EQTY ETF	$30.2M	0.8%	+6%	—
22	—	VANGUARD INTL EQUITY INDEX F - FTSE SMCAP ETF	$27.5M	0.8%	-2%	—
23	$QQQ	INVESCO QQQ TRUST, SERIES 1	$26.0M	0.7%	-3%	—
24	—	VANGUARD STAR FDS - VG TL INTL STK F	$25.7M	0.7%	+108%	—
25	—	VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US	$25.4M	0.7%	+61%	—
26	—	VANGUARD CALIF TAX FREE FDS - TAX EXEMPT BD FD	$24.4M	0.7%	+25%	—
27	$TSLA	Tesla, Inc.	$22.8M	0.6%	+0%	53.6
28	—	ISHARES TR - BROAD USD HIGH	$19.6M	0.5%	+10%	—
29	$BRK.B	BERKSHIRE HATHAWAY INC	$19.4M	0.5%	+5%	73.6
30	—	VANGUARD INDEX FDS - MID CAP ETF	$19.2M	0.5%	+302%	—
31	$LLY	ELI LILLY & Co	$19.1M	0.5%	+8%	87.5
32	$JPM	JPMORGAN CHASE & CO	$18.2M	0.5%	+7%	70.3
33	—	VANGUARD INDEX FDS - SMALL CP ETF	$18.0M	0.5%	+0%	—
34	$SPY	SPDR S&P 500 ETF TRUST	$17.6M	0.5%	+5%	—
35	$MU	MICRON TECHNOLOGY INC	$16.8M	0.5%	+17%	86.1
36	—	SCHWAB STRATEGIC TR - US BRD MKT ETF	$15.8M	0.4%	+0%	—
37	$AMD	ADVANCED MICRO DEVICES INC	$15.7M	0.4%	+3%	79.7
38	$GEV	GE Vernova Inc.	$15.3M	0.4%	+2%	81.1
39	—	VANGUARD WHITEHALL FDS - INTL HIGH ETF	$14.0M	0.4%	+1%	—
40	—	VANGUARD WORLD FD - INF TECH ETF	$13.9M	0.4%	+790%	—
41	—	AMERICAN CENTY ETF TR - INTL SMCP VLU	$13.6M	0.4%	+17%	—
42	—	VANGUARD INDEX FDS - LARGE CAP ETF	$13.5M	0.4%	-0%	—
43	$WFC	WELLS FARGO & COMPANY/MN	$13.4M	0.4%	+7%	61.5
44	—	VANGUARD INDEX FDS - VALUE ETF	$13.3M	0.4%	-0%	—
45	—	ISHARES TR - CORE S&P500 ETF	$12.9M	0.4%	+6%	—
46	—	SCHWAB STRATEGIC TR - MUN BD ETF	$12.7M	0.3%	+0%	—
47	—	AMERICAN CENTY ETF TR - US EQT ETF	$12.2M	0.3%	+3%	—
48	$V	VISA INC.	$12.1M	0.3%	+31%	82.7
49	—	AMERICAN CENTY ETF TR - US SML CP VALU	$11.9M	0.3%	+23%	—
50	$DOV	DOVER Corp	$11.0M	0.3%	+17%	57.8
51	$ABBV	AbbVie Inc.	$10.8M	0.3%	+1%	72.5
52	—	VANGUARD WHITEHALL FDS - INTL DVD ETF	$10.8M	0.3%	-11%	—
53	$XOM.R34088	EXXON MOBIL CORP	$10.3M	0.3%	+10%	57.7
54	—	SCHWAB STRATEGIC TR - EMRG MKTEQ ETF	$9.6M	0.3%	-1%	—
55	$CAT	CATERPILLAR INC	$9.5M	0.3%	+18%	66.3
56	$WMT	Walmart Inc.	$9.2M	0.3%	+5%	59.9
57	$ORCL	ORACLE CORP	$9.2M	0.3%	+0%	68.2
58	$JNJ	JOHNSON & JOHNSON	$8.8M	0.2%	-1%	68.8
59	—	ISHARES TR - CORE MSCI INTL	$8.6M	0.2%	+2%	—
60	$AMAT	APPLIED MATERIALS INC /DE	$8.3M	0.2%	+3%	72.1
61	—	ISHARES TR - CORE S&P MCP ETF	$8.3M	0.2%	+2%	—
62	—	VANGUARD INDEX FDS - EXTEND MKT ETF	$8.2M	0.2%	+3%	—
63	—	ISHARES TR - CALIF MUN BD ETF	$8.1M	0.2%	+0%	—
64	$NFLX	NETFLIX INC	$7.8M	0.2%	+0%	78.6
65	—	VANGUARD INDEX FDS - GROWTH ETF	$7.7M	0.2%	+497%	—
66	$RVMD	Revolution Medicines, Inc.	$7.5M	0.2%	+0%	—
67	—	ISHARES TR - CORE S&P TTL STK	$7.4M	0.2%	-4%	—
68	—	SCHWAB STRATEGIC TR - US DIVIDEND EQ	$7.2M	0.2%	+121%	—
69	—	SCHWAB STRATEGIC TR - INTL SCEQT ETF	$7.1M	0.2%	-3%	—
70	—	ISHARES TR - SHRT NAT MUN ETF	$7.0M	0.2%	+377%	—
71	$IVZ	Invesco Ltd.	$7.0M	0.2%	+97%	—
72	$GE	GENERAL ELECTRIC CO	$6.9M	0.2%	+3%	73.6
73	$PM	Philip Morris International Inc.	$6.6M	0.2%	+14%	75.7
74	—	ISHARES TR - CORE S&P SCP ETF	$6.6M	0.2%	+10%	—
75	$CSCO	CISCO SYSTEMS, INC.	$6.6M	0.2%	+5%	70.1
76	—	AMERICAN CENTY ETF TR - AVANTIS EMGMKT	$6.5M	0.2%	+41%	—
77	—	VANGUARD SPECIALIZED FUNDS - DIV APP ETF	$6.4M	0.2%	+5%	—
78	—	AMERICAN CENTY ETF TR - INTL EQT ETF	$6.4M	0.2%	-0%	—
79	$COST	COSTCO WHOLESALE CORP /NEW	$6.3M	0.2%	+1%	65.9
80	$GS	GOLDMAN SACHS GROUP INC	$6.3M	0.2%	+2%	73.3
81	$NEM	NEWMONT Corp /DE/	$6.2M	0.2%	+0%	86.7
82	$LRCX	LAM RESEARCH CORP	$6.2M	0.2%	+1%	79.3
83	$MA	Mastercard Inc	$5.9M	0.2%	+1%	85
84	—	VANGUARD SCOTTSDALE FDS - INT-TERM CORP	$5.9M	0.2%	+215%	—
85	$KO	COCA COLA CO	$5.8M	0.2%	+4%	69.3
86	$UNH	UNITEDHEALTH GROUP INC	$5.6M	0.1%	+1%	62.5
87	$SNDK	Sandisk Corp	$5.5M	0.1%	+14%	87.6
88	—	ISHARES TR - RUSSELL 2000 ETF	$5.3M	0.1%	+17%	—
89	$ADI	ANALOG DEVICES INC	$5.3M	0.1%	+3%	79.1
90	—	VANGUARD WHITEHALL FDS - HIGH DIV YLD	$5.2M	0.1%	+7%	—
91	—	AMERICAN CENTY ETF TR - INTERNATIONAL LR	$5.1M	0.1%	+58%	—
92	—	ISHARES TR - NEW YORK MUN ETF	$5.1M	0.1%	+61%	—
93	—	VANGUARD INDEX FDS - SM CP VAL ETF	$4.9M	0.1%	-4%	—
94	$KLAC	KLA CORP	$4.7M	0.1%	+936%	78.5
95	$BAC	BANK OF AMERICA CORP /DE/	$4.6M	0.1%	+6%	67.3
96	—	ISHARES TR - S&P 500 GRWT ETF	$4.5M	0.1%	-1%	—
97	—	SELECT SECTOR SPDR TR - ST STR TECHN ETF	$4.5M	0.1%	+0%	—
98	$BRK.A	BERKSHIRE HATHAWAY INC	$4.4M	0.1%	+0%	73.6
99	$ANET	Arista Networks, Inc.	$4.4M	0.1%	+4%	81.8
100	$AXP	AMERICAN EXPRESS CO	$4.4M	0.1%	+4%	69.1
101	$RTX	RTX Corp	$4.3M	0.1%	+4%	73.1
102	$GILD	GILEAD SCIENCES, INC.	$4.2M	0.1%	-1%	57.3
103	$WT	WisdomTree, Inc.	$4.2M	0.1%	-0%	59.6
104	$APH	AMPHENOL CORP /DE/	$4.1M	0.1%	+2%	79.1
105	$PG	PROCTER & GAMBLE Co	$4.0M	0.1%	+2%	64.4
106	—	VANGUARD INDEX FDS - MCAP GR IDXVIP	$4.0M	0.1%	+2%	—
107	—	VANGUARD INTL EQUITY INDEX F - FTSE EUROPE ETF	$3.9M	0.1%	+3%	—
108	$APP	AppLovin Corp	$3.9M	0.1%	+1%	84.3
109	$CVX	CHEVRON CORP	$3.8M	0.1%	+1%	62.6
110	—	VANGUARD SCOTTSDALE FDS - INTER TERM TREAS	$3.8M	0.1%	-2%	—
111	$PH	Parker-Hannifin Corp	$3.8M	0.1%	+1%	65.6
112	—	SCHWAB STRATEGIC TR - US LRG CAP ETF	$3.7M	0.1%	-3%	—
113	$CDNS	CADENCE DESIGN SYSTEMS INC	$3.7M	0.1%	+2%	72.5
114	—	SCHWAB STRATEGIC TR - US LCAP GR ETF	$3.7M	0.1%	+1%	—
115	$C	CITIGROUP INC	$3.7M	0.1%	+3%	64.7
116	$RLI	RLI CORP	$3.6M	0.1%	NEW	74.1
117	$INTC	INTEL CORP	$3.6M	0.1%	+13%	45.5
118	$IBM	INTERNATIONAL BUSINESS MACHINES CORP	$3.6M	0.1%	-7%	69.7
119	$HD	HOME DEPOT, INC.	$3.5M	0.1%	-11%	60.1
120	$MRK	Merck & Co., Inc.	$3.5M	0.1%	+9%	59.7
121	$TSM	TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD	$3.4M	0.1%	-9%	—
122	—	DIMENSIONAL ETF TRUST - US COR EQU 2 ETF	$3.4M	0.1%	+0%	—
123	$CRWD	CrowdStrike Holdings, Inc.	$3.4M	0.1%	+297%	67.5
124	—	VANGUARD INDEX FDS - MCAP VL IDXVIP	$3.3M	0.1%	-1%	—
125	$PWR	QUANTA SERVICES, INC.	$3.3M	0.1%	-0%	71.9
126	$MRVL	Marvell Technology, Inc.	$3.3M	0.1%	+5%	76.3
127	$MS	MORGAN STANLEY	$3.2M	0.1%	+1%	75.7
128	—	VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS	$3.2M	0.1%	+1%	—
129	—	VANGUARD INDEX FDS - REAL ESTATE ETF	$3.2M	0.1%	-17%	—
130	$PANW	Palo Alto Networks Inc	$3.2M	0.1%	+8%	65.4
131	$AMGN	AMGEN INC	$3.1M	0.1%	+3%	79
132	$PGR	PROGRESSIVE CORP/OH/	$3.1M	0.1%	+73%	80
133	—	AMERICAN CENTY ETF TR - EMERGING MKT VAL	$3.1M	0.1%	+1%	—
134	$TJX	TJX COMPANIES INC /DE/	$3.0M	0.1%	+2%	68.4
135	—	ISHARES TR - RUSSELL 3000 ETF	$2.9M	0.1%	+0%	—
136	$MAR	MARRIOTT INTERNATIONAL INC /MD/	$2.9M	0.1%	-13%	61.3
137	—	FIRST TR EXCHANGE-TRADED ALP - COM SHS	$2.8M	0.1%	+0%	—
138	—	VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD	$2.8M	0.1%	+0%	—
139	—	ISHARES TR - CORE DIV GRWTH	$2.8M	0.1%	-4%	—
140	$HNGE	Hinge Health, Inc.	$2.8M	0.1%	-77%	74.6
141	$ETN	Eaton Corp plc	$2.7M	0.1%	+2%	—
142	$CI	Cigna Group	$2.7M	0.1%	+23%	66
143	$CPNG	Coupang, Inc.	$2.6M	0.1%	+126%	50.3
144	$HWM	Howmet Aerospace Inc.	$2.6M	0.1%	+7%	73.6
145	$BLK	BlackRock, Inc.	$2.6M	0.1%	+2%	69.8
146	$BA	BOEING CO	$2.6M	0.1%	+2%	61.4
147	—	VANECK ETF TRUST - SEMICONDUCTR ETF	$2.6M	0.1%	-2%	—
148	$T	AT&T INC.	$2.6M	0.1%	-5%	65.5
149	$CEG	Constellation Energy Corp	$2.6M	0.1%	-3%	59.2
150	—	VANGUARD SCOTTSDALE FDS - VNG RUS1000GRW	$2.5M	0.1%	-2%	—