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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) |
|---|---|---|---|---|---|
| CHIPOTLE MEXICAN GRILL INC | COM | 169656105 | PUT | 1,200 shares | $39,216 |
| TESLA INC | COM | 88160R101 | CALL | 100 shares | $37,500 |
| TESLA INC | COM | 88160R101 | CALL | 100 shares | $37,500 |
| TESLA INC | COM | 88160R101 | CALL | 100 shares | $37,500 |
| PETCO HEALTH & WELLNESS CO I | CL A COM | 71601V105 | — | 11,853 shares | $26,551 |
| HERTZ GLOBAL HLDGS INC | COM NEW | 42806J700 | — | 11,048 shares | $21,654 |
| NAUTILUS BIOTECHNOLOGY INC | COM | 63909J108 | — | 10,000 shares | $18,200 |
| OCUGEN INC | COM | 67577C105 | — | 14,765 shares | $14,431 |