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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) |
|---|---|---|---|---|---|
| ISHARES TR | SP SMCP600VL ETF | 464287879 | — | 7,530 shares | $975,852 |
| GLOBAL PMTS INC | COM | 37940X102 | — | 11,750 shares | $972,530 |
| VANGUARD ADMIRAL FDS INC | 500 VAL IDX FD | 921932703 | — | 4,333 shares | $971,605 |
| ZIONS BANCORPORATION NATL AS | COM | 989701107 | — | 15,468 shares | $970,328 |
| PILGRIMS PRIDE CORP | COM | 72147K108 | — | 33,866 shares | $965,181 |
| ENTERPRISE PRODS PARTNERS L | COM | 293792107 | — | 26,029 shares | $956,582 |
| RBB FD INC | MOTLEY FOOL GBL | 74933W635 | — | 31,622 shares | $952,929 |
| PROLOGIS INC. | COM | 74340W103 | — | 7,362 shares | $951,808 |
| CUMMINS INC | COM | 231021106 | — | 1,823 shares | $948,576 |
| NU HLDGS LTD | ORD SHS CL A | G6683N103 | — | 60,955 shares | $937,488 |
| SCHWAB STRATEGIC TR | FUND EM EQUI ETF | 808524730 | — | 22,147 shares | $936,601 |
| PACCAR INC | COM | 693718108 | — | 8,534 shares | $935,831 |
| STRYKER CORPORATION | COM | 863667101 | — | 3,378 shares | $935,640 |
| UNITED THERAPEUTICS CORP DEL | COM | 91307C102 | — | 1,751 shares | $932,898 |
| VANGUARD WORLD FD | ENERGY ETF | 92204A306 | — | 5,102 shares | $931,630 |
| OLD DOMINION FREIGHT LINE IN | COM | 679580100 | — | 5,049 shares | $917,110 |
| ALBEMARLE CORP | COM | 012653101 | — | 8,972 shares | $916,041 |
| TELEDYNE TECHNOLOGIES INC | COM | 879360105 | — | 1,508 shares | $912,069 |
| PINNACLE FINL PARTNERS INC | COM | 72348N109 | — | 9,617 shares | $910,429 |
| AIR PRODUCTS AND CHEMICALS I | COM | 009158106 | — | 3,249 shares | $904,384 |
| F5 INC | COM | 315616102 | — | 1,954 shares | $902,084 |
| WEST PHARMACEUTICAL SVSC INC | COM | 955306105 | — | 2,483 shares | $902,005 |
| DOMINION ENERGY INC | COM | 25746U109 | — | 14,557 shares | $898,910 |
| WABTEC | COM | 929740108 | — | 3,156 shares | $886,242 |
| REINSURANCE GROUP AMER INC | COM NEW | 759351604 | — | 3,460 shares | $885,518 |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | 46438F101 | — | 19,099 shares | $883,520 |
| AUTODESK INC | COM | 052769106 | — | 3,772 shares | $881,139 |
| TRUIST FINL CORP | COM | 89832Q109 | — | 18,937 shares | $874,501 |
| REPUBLIC SVCS INC | COM | 760759100 | — | 4,022 shares | $872,066 |
| TARGET CORP | COM | 87612E106 | — | 5,630 shares | $871,231 |
| FIRST TR EXCHANGE-TRADED ALP | SML CP GRW ALP | 33737M300 | — | 7,624 shares | $867,764 |
| RBC BEARINGS INC | COM | 75524B104 | — | 1,759 shares | $863,651 |
| HONEYWELL AEROSPACE INC | COM | 43849R105 | — | 5,588 shares | $860,608 |
| DOLLAR GEN CORP | COM | 256677105 | — | 6,866 shares | $853,240 |
| CENTENE CORP DEL | COM | 15135B101 | — | 13,170 shares | $849,992 |
| CREDO TECHNOLOGY GROUP HOLDI | ORDINARY SHARES | G25457105 | — | 4,002 shares | $847,864 |
| NUCOR CORP | COM | 670346105 | — | 3,428 shares | $843,682 |
| MACOM TECH SOLUTIONS HLDGS I | COM | 55405Y100 | — | 2,614 shares | $842,257 |
| HF SINCLAIR CORP | COM | 403949100 | — | 6,974 shares | $841,901 |
| AIRBNB INC | COM CL A | 009066101 | — | 5,122 shares | $836,064 |
| ARCH CAP GROUP LTD | ORD | G0450A105 | — | 8,634 shares | $829,555 |
| DIGITAL RLTY TR INC | COM | 253868103 | — | 4,676 shares | $823,267 |
| XPO INC | COM | 983793100 | — | 4,482 shares | $815,500 |
| MITSUBISHI UFJ FINANCIAL GRO | SPONSORED ADS | 606822104 | — | 36,007 shares | $809,437 |
| DIAMONDBACK ENERGY INC | COM | 25278X109 | — | 4,213 shares | $807,573 |
| SELECT SECTOR SPDR TR | ST STR CARE ETF | 81369Y209 | — | 4,787 shares | $804,977 |
| SCHWAB STRATEGIC TR | INTERNL DIVID | 808524672 | — | 25,533 shares | $804,796 |
| SLB LIMITED | COM STK | 806857108 | — | 16,402 shares | $803,382 |
| SPDR GOLD TR | GOLD SHS | 78463V107 | — | 2,121 shares | $803,053 |
| SPDR SERIES TRUST | ST STR P500ETF | 78464A854 | — | 8,767 shares | $798,454 |
| QUEST DIAGNOSTICS INC | COM | 74834L100 | — | 3,442 shares | $794,503 |
| SYNCHRONY FINANCIAL | COM | 87165B103 | — | 10,689 shares | $787,991 |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 | — | 10,088 shares | $787,895 |
| INVESCO EXCHANGE TRADED FD T | LARG CAP GRO ETF | 46137V746 | — | 4,819 shares | $786,992 |
| ISHARES TR | ESG AW MSCI EAFE | 46435G516 | — | 7,680 shares | $781,824 |
| UNITED AIRLS HLDGS INC | COM | 910047109 | — | 7,275 shares | $781,626 |
| SYSCO CORP | COM | 871829107 | — | 9,933 shares | $776,752 |
| CURTISS WRIGHT CORP | COM | 231561101 | — | 1,525 shares | $773,617 |
| ISHARES TR | ISHARES BIOTECH | 464287556 | — | 3,851 shares | $771,978 |
| BLOOM ENERGY CORP | COM CL A | 093712107 | — | 2,829 shares | $771,808 |
| WILLIAMS SONOMA INC | COM | 969904101 | — | 3,213 shares | $767,868 |
| DBX ETF TR | XTRACK MSCI EAFE | 233051200 | — | 14,044 shares | $765,410 |
| TAPESTRY INC | COM | 876030107 | — | 6,608 shares | $765,303 |
| LPL FINL HLDGS INC | COM | 50212V100 | — | 2,320 shares | $760,983 |
| ISHARES TR | CORE US AGGBD ET | 464287226 | — | 8,037 shares | $760,522 |
| ISHARES TR | MSCI USA VALUE | 46432F388 | — | 3,799 shares | $760,225 |
| INGERSOLL RAND INC | COM | 45687V106 | — | 9,719 shares | $758,086 |
| BIOGEN INC | COM | 09062X103 | — | 3,467 shares | $757,297 |
| ENTERGY CORP NEW | COM | 29364G103 | — | 7,383 shares | $756,733 |
| ROYAL BK CDA | COM | 780087102 | — | 3,949 shares | $752,521 |
| AMERICAN TOWER CORP | COM | 03027X100 | — | 4,509 shares | $751,732 |
| BAR HBR BANKSHARES | COM | 066849100 | — | 19,488 shares | $749,898 |
| WORLD GOLD TR | SPDR GLD MINIS | 98149E303 | — | 9,149 shares | $747,656 |
| AFFIRM HLDGS INC | COM CL A | 00827B106 | — | 9,643 shares | $743,957 |
| INTERACTIVE BROKERS GROUP IN | COM CL A | 45841N107 | — | 8,507 shares | $735,600 |
| SOUTHERN COPPER CORP | COM | 84265V105 | — | 3,685 shares | $731,988 |
| NATERA INC | COM | 632307104 | — | 1,873 shares | $731,950 |
| BERKLEY W R CORP | COM | 084423102 | — | 10,146 shares | $731,019 |
| POPULAR INC | COM NEW | 733174700 | — | 4,668 shares | $727,228 |
| EXELON CORP | COM | 30161N101 | — | 17,418 shares | $726,850 |
| INVESCO LTD | SHS | G491BT108 | — | 24,013 shares | $722,546 |
| BLOCK INC | CL A | 852234103 | — | 9,564 shares | $719,503 |
| FIRST TR EXCHANGE-TRADED FD | NASDAQ CYB ETF | 33734X846 | — | 6,774 shares | $719,414 |
| XCEL ENERGY INC | COM | 98389B100 | — | 9,806 shares | $719,336 |
| AMERICAN CENTY ETF TR | AVAN US VALU ETF | 025072133 | — | 9,216 shares | $718,289 |
| NASDAQ INC | COM | 631103108 | — | 7,760 shares | $716,770 |
| 10X GENOMICS INC | CL A COM | 88025U109 | — | 9,254 shares | $715,149 |
| MONGODB INC | CL A | 60937P106 | — | 1,908 shares | $708,536 |
| ISHARES TR | TRS FLT RT BD | 46434V860 | — | 13,966 shares | $706,127 |
| CBOE GLOBAL MKTS INC | COM | 12503M108 | — | 2,389 shares | $702,446 |
| MARTIN MARIETTA MATLS INC | COM | 573284106 | — | 1,458 shares | $702,135 |
| ISHARES TR | RUSEL 2500 ETF | 46435G268 | — | 8,028 shares | $690,087 |
| CARVANA CO | CL A | 146869102 | — | 10,916 shares | $689,891 |
| AMKOR TECHNOLOGY INC | COM | 031652100 | — | 13,520 shares | $689,520 |
| HARTFORD INSURANCE GROUP INC | COM | 416515104 | — | 5,320 shares | $688,810 |
| SPDR SERIES TRUST | ST STR SP BIOT | 78464A870 | — | 4,579 shares | $683,599 |
| ISHARES TR | CORE MSCI EURO | 46434V738 | — | 9,391 shares | $681,599 |
| JAZZ PHARMACEUTICALS PLC | SHS USD | G50871105 | — | 3,062 shares | $681,142 |
| SPDR SERIES TRUST | ST STR P500GRW | 78464A409 | — | 5,422 shares | $676,290 |
| ANTERO MIDSTREAM CORP | COM | 03676B102 | — | 31,832 shares | $674,530 |