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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) |
|---|---|---|---|---|---|
| PROCTER & GAMBLE CO | COM | 742718109 | — | 35,496 shares | $5,345,311 |
| AMERICAN CENTY ETF TR | INTERNATIONAL LR | 025072364 | — | 64,838 shares | $5,104,688 |
| GILEAD SCIENCES INC | COM | 375558103 | — | 34,572 shares | $5,085,503 |
| VALERO ENERGY CORP | COM | 91913Y100 | — | 11,395 shares | $5,057,259 |
| SANDISK CORP | COM | 80004C200 | — | 3,136 shares | $5,048,049 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | — | 31,861 shares | $5,041,980 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | — | 17,700 shares | $4,913,012 |
| ISHARES TR | S&P 500 GRWT ETF | 464287309 | — | 33,813 shares | $4,872,069 |
| EATON CORP PLC | SHS | G29183103 | — | 11,413 shares | $4,844,933 |
| AMGEN INC | COM | 031162100 | — | 11,577 shares | $4,717,023 |
| AMPHENOL CORP | CL A | 032095101 | — | 54,791 shares | $4,674,769 |
| CLOUDFLARE INC | CL A COM | 18915M107 | — | 13,280 shares | $4,540,299 |
| BANK OF AMER CORP | COM | 060505104 | — | 83,818 shares | $4,493,486 |
| PALO ALTO NETWORKS INC | COM | 697435105 | — | 11,130 shares | $4,435,305 |
| AMERICAN EXPRESS CO | COM | 025816109 | — | 14,263 shares | $4,394,314 |
| VANGUARD WELLINGTON FD | SHORT TRM TAX EX | 921935870 | — | 44,303 shares | $4,374,938 |
| PHILLIPS 66 | COM | 718546104 | — | 15,064 shares | $4,241,892 |
| TJX COS INC NEW | COM | 872540109 | — | 30,508 shares | $4,232,930 |
| WISDOMTREE TR | US QTLY DIV GRT | 97717X669 | — | 42,820 shares | $4,224,652 |
| KLA CORP | COM NEW | 482480100 | — | 21,373 shares | $4,204,586 |
| VANGUARD INDEX FDS | MRNGSTR SML CP V | 922908611 | — | 17,798 shares | $4,163,074 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | — | 136,521 shares | $4,159,798 |
| CONOCOPHILLIPS | COM | 20825C104 | — | 30,468 shares | $4,088,455 |
| MARVELL TECHNOLOGY INC | COM | 573874104 | — | 14,827 shares | $4,072,264 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | — | 110,007 shares | $4,006,470 |
| DIMENSIONAL ETF TRUST | US COR EQU 2 ETF | 25434V708 | — | 88,124 shares | $3,975,265 |
| VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | 922042874 | — | 45,520 shares | $3,888,784 |
| UNITED RENTALS INC | COM | 911363109 | — | 3,701 shares | $3,886,861 |
| SPDR SERIES TRUST | ST NUVE HIGH ETF | 78464A284 | — | 164,010 shares | $3,818,160 |
| VANGUARD INDEX FDS | MRNGSTR MD CP GR | 922908538 | — | 12,730 shares | $3,791,765 |
| MARATHON PETE CORP | COM | 56585A102 | — | 8,147 shares | $3,774,712 |
| PARKER-HANNIFIN CORP | COM | 701094104 | — | 3,983 shares | $3,772,043 |
| CITIGROUP INC | COM NEW | 172967424 | — | 29,288 shares | $3,751,161 |
| ISHARES TR | 0-3 MTH TREASURY | 46436E718 | — | 36,122 shares | $3,629,218 |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 | — | 63,422 shares | $3,598,547 |
| QUANTA SVCS INC | COM | 74762E102 | — | 5,178 shares | $3,548,644 |
| CONSTELLATION ENERGY CORP | COM | 21037T109 | — | 12,395 shares | $3,533,344 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 | — | 8,163 shares | $3,390,992 |
| CADENCE DESIGN SYSTEM INC | COM | 127387108 | — | 9,654 shares | $3,367,701 |
| HOME DEPOT INC | COM | 437076102 | — | 11,255 shares | $3,325,636 |
| VANGUARD INDEX FDS | MRNGSTR MD CP VA | 922908512 | — | 16,432 shares | $3,309,847 |
| MCKESSON CORP | COM | 58155Q103 | — | 3,494 shares | $3,250,456 |
| LINDE PLC | SHS | G54950103 | — | 6,722 shares | $3,238,051 |
| LUMENTUM HLDGS INC | COM | 55024U109 | — | 3,065 shares | $3,213,959 |
| AMERICAN CENTY ETF TR | EMERGING MKT VAL | 025072372 | — | 48,421 shares | $3,140,096 |
| PROGRESSIVE CORP | COM | 743315103 | — | 13,937 shares | $3,048,486 |
| QUALCOMM INC | COM | 747525103 | — | 17,184 shares | $3,024,579 |
| ISHARES TR | RUSSELL 3000 ETF | 464287689 | — | 6,858 shares | $3,005,463 |
| DISNEY WALT CO | COM | 254687106 | — | 28,073 shares | $3,004,344 |
| MORGAN STANLEY | COM NEW | 617446448 | — | 15,935 shares | $2,986,915 |
| VANGUARD WORLD FD | ESG US STK ETF | 921910733 | — | 21,701 shares | $2,977,128 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 | — | 13,128 shares | $2,974,925 |
| AT&T INC | COM | 00206R102 | — | 119,004 shares | $2,959,632 |
| MARRIOTT INTL INC NEW | CL A | 571903202 | — | 8,191 shares | $2,957,708 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | — | 32,207 shares | $2,877,728 |
| CAPITAL ONE FINL CORP | COM | 14040H105 | — | 14,392 shares | $2,869,864 |
| ISHARES TR | CORE DIV GRWTH | 46434V621 | — | 37,109 shares | $2,852,976 |
| RLI CORP | COM | 749607107 | — | 50,656 shares | $2,851,935 |
| HINGE HEALTH INC | CL A | 433313103 | — | 28,543 shares | $2,797,214 |
| VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 | — | 57,550 shares | $2,790,583 |
| BLACKROCK INC | COM | 09290D101 | — | 2,616 shares | $2,786,813 |
| DEERE & CO | COM | 244199105 | — | 4,257 shares | $2,777,810 |
| DELL TECHNOLOGIES INC | CL C | 24703L202 | — | 4,825 shares | $2,772,460 |
| PFIZER INC | COM | 717081103 | — | 99,498 shares | $2,768,042 |
| FIRST TR EXCHANGE-TRADED ALP | COM SHS | 33735K108 | — | 15,400 shares | $2,764,673 |
| MONOLITHIC PWR SYS INC | COM | 609839105 | — | 2,006 shares | $2,747,836 |
| PNC FINL SVCS GROUP INC | COM | 693475105 | — | 12,341 shares | $2,710,998 |
| TEXAS INSTRS INC | COM | 882508104 | — | 9,302 shares | $2,680,772 |
| DANAHER CORP DEL | COM | 235851102 | — | 12,159 shares | $2,644,126 |
| NORFOLK SOUTHN CORP | COM | 655844108 | — | 8,296 shares | $2,629,851 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000VAL | 92206C714 | — | 23,712 shares | $2,619,449 |
| BLACKSTONE INC | COM | 09260D107 | — | 23,206 shares | $2,614,872 |
| SALESFORCE INC | COM | 79466L302 | — | 11,421 shares | $2,601,741 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 | — | 79,393 shares | $2,592,963 |
| BOEING CO | COM | 097023105 | — | 13,675 shares | $2,567,481 |
| UBER TECHNOLOGIES INC | COM | 90353T100 | — | 36,464 shares | $2,561,231 |
| HOWMET AEROSPACE INC | COM | 443201108 | — | 11,446 shares | $2,547,315 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | — | 11,924 shares | $2,526,287 |
| NEXTERA ENERGY INC | COM | 65339F101 | — | 32,452 shares | $2,510,818 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | 92206C680 | — | 18,845 shares | $2,466,207 |
| CHARLES SCHWAB CORP (THE) | COM | 808513105 | — | 25,429 shares | $2,463,270 |
| VANGUARD INTL EQUITY INDEX F | FTSE PACIFIC ETF | 922042866 | — | 21,470 shares | $2,459,573 |
| ISHARES TR | CORE INTL AGGR | 46435G672 | — | 49,593 shares | $2,436,988 |
| WELLTOWER INC | COM | 95040Q104 | — | 10,724 shares | $2,391,919 |
| ABBOTT LABORATORIES | COM | 002824100 | — | 23,879 shares | $2,351,889 |
| INTUIT | COM | 461202103 | — | 7,671 shares | $2,331,180 |
| SPDR SERIES TRUST | ST STR SP DIV | 78464A763 | — | 15,415 shares | $2,302,524 |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | 025072349 | — | 24,732 shares | $2,288,421 |
| ISHARES TR | MSCI EAFE ETF | 464287465 | — | 21,573 shares | $2,215,506 |
| CINTAS CORP | COM | 172908105 | — | 10,933 shares | $2,198,886 |
| ROYAL CARIBBEAN GROUP | COM | V7780T103 | — | 7,802 shares | $2,195,583 |
| KENVUE INC | COM | 49177J102 | — | 121,546 shares | $2,155,011 |
| COUPANG INC | CL A | 22266T109 | — | 139,800 shares | $2,154,318 |
| SPDR INDEX SHS FDS | ST STR PO EX ETF | 78463X889 | — | 43,372 shares | $2,153,872 |
| THE CIGNA GROUP | COM | 125523100 | — | 7,661 shares | $2,152,868 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 | — | 18,409 shares | $2,150,964 |
| ASML HLDG NV | N Y REGISTRY SHS | N07059210 | — | 1,213 shares | $2,146,755 |
| DFA INVT DIMENSIONS GROUP IN | U.S. SML CP VAL | 25239Y170 | — | 55,642 shares | $2,119,947 |
| MONSTER BEVERAGE CORP NEW | COM | 61174X109 | — | 48,280 shares | $2,107,422 |
| FIRST TR EXCHANGE TRADED FD | NASD TECH DIV | 33738R118 | — | 18,346 shares | $2,104,974 |