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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) |
|---|---|---|---|---|---|
| NXP SEMICONDUCTORS N V | COM | N6596X109 | — | 1,555 shares | $359,314 |
| CF INDUSTRIES HOLD | COM | 125269100 | — | 3,158 shares | $358,700 |
| TECHNIPFMC PLC | COM | G87110105 | — | 5,140 shares | $357,898 |
| AXIS CAP HLDGS LTD | SHS | G0692U109 | — | 3,664 shares | $357,240 |
| ARCHER DANIELS MIDLAND CO | COM | 039483102 | — | 4,304 shares | $354,865 |
| PAYCHEX INC | COM | 704326107 | — | 3,391 shares | $354,202 |
| LABCORP HOLDINGS INC | COM SHS | 504922105 | — | 1,127 shares | $354,103 |
| ISHARES TR | ESG AWR MSCI USA | 46435G425 | — | 2,086 shares | $353,348 |
| ALCOA CORP | COM | 013872106 | — | 8,201 shares | $351,231 |
| RPM INTL INC | COM | 749685103 | — | 3,531 shares | $351,077 |
| KINSALE CAP GROUP INC | COM | 49714P108 | — | 1,025 shares | $348,151 |
| SOUTHWEST AIRLS CO | COM | 844741108 | — | 8,393 shares | $347,116 |
| BP PLC | SPONSORED ADR | 055622104 | — | 7,478 shares | $346,695 |
| SIMPSON MFG INC | COM | 829073105 | — | 2,016 shares | $346,651 |
| PPG INDS INC | COM | 693506107 | — | 3,277 shares | $345,592 |
| FOX CORP | CL A COM | 35137L105 | — | 5,433 shares | $345,393 |
| CRANE COMPANY | COMMON STOCK | 224408104 | — | 1,707 shares | $344,927 |
| IQVIA HLDGS INC | COM | 46266C105 | — | 1,326 shares | $343,275 |
| SPDR SERIES TRUST | ST STR P500VAL | 78464A508 | — | 5,505 shares | $342,363 |
| API GROUP CORP | COM STK | 00187Y100 | — | 8,550 shares | $341,829 |
| AFFILIATED MANAGERS GROUP | COM | 008252108 | — | 883 shares | $341,712 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | — | 3,223 shares | $340,677 |
| INVESCO EXCHANGE TRADED FD T | HIG YLD EQ DIV | 46137V563 | — | 14,752 shares | $340,628 |
| HUBBELL INC | COM | 443510607 | — | 713 shares | $338,984 |
| ENBRIDGE INC | COM | 29250N105 | — | 7,267 shares | $338,206 |
| BLACKSTONE SECD LENDING FD | COMMON STOCK | 09261X102 | — | 14,003 shares | $337,618 |
| VALMONT INDS INC | COM | 920253101 | — | 720 shares | $337,464 |
| ARES MANAGEMENT CORPORATION | CL A COM STK | 03990B101 | — | 2,894 shares | $336,468 |
| NUTANIX INC | CL A | 67059N108 | — | 4,602 shares | $336,452 |
| EVERCORE INC | CLASS A | 29977A105 | — | 1,259 shares | $335,844 |
| ISHARES TR | MSCI ACWI ETF | 464288257 | — | 2,101 shares | $335,660 |
| LIBERTY CAP CORP | SER A GCI GROUP | 36164V602 | — | 14,226 shares | $335,591 |
| QNITY ELECTRONICS INC | COMMON STOCK | 74743L100 | — | 2,645 shares | $335,087 |
| TEXTRON INC | COM | 883203101 | — | 4,576 shares | $335,023 |
| COREWEAVE INC | COM CL A | 21873S108 | — | 4,103 shares | $334,723 |
| DFA INVT DIMENSIONS GROUP IN | U.S. HIGH RELATI | 25239Y196 | — | 7,876 shares | $334,264 |
| EASTMAN CHEM CO | COM | 277432100 | — | 5,237 shares | $333,928 |
| VALE S A | SPONSORED ADS | 91912E105 | — | 24,809 shares | $332,937 |
| HYATT HOTELS CORP | COM CL A | 448579102 | — | 2,087 shares | $332,734 |
| ISHARES TR | EAFE GRWTH ETF | 464288885 | — | 2,782 shares | $331,193 |
| VANGUARD WORLD FD | ESG US CORP BD | 921910691 | — | 5,546 shares | $330,740 |
| RIO TINTO PLC | SPONSORED ADR | 767204100 | — | 3,510 shares | $327,629 |
| AMEREN CORP | COM | 023608102 | — | 3,215 shares | $327,411 |
| DEXCOM INC | COM | 252131107 | — | 3,878 shares | $327,342 |
| PRICE T ROWE GROUP INC | COM | 74144T108 | — | 3,135 shares | $326,761 |
| PRINCIPAL FINANCIAL GROUP IN | COM | 74251V102 | — | 2,974 shares | $326,445 |
| SONY GROUP CORP | SPONSORED ADR | 835699307 | — | 13,630 shares | $326,439 |
| HANOVER INS GROUP INC | COM | 410867105 | — | 1,470 shares | $326,264 |
| MAPLEBEAR INC | COM | 565394103 | — | 7,026 shares | $325,304 |
| VANGUARD ADMIRAL FDS INC | 500 GRTH IDX F | 921932505 | — | 3,752 shares | $324,886 |
| RADNET INC | COM | 750491102 | — | 4,735 shares | $322,974 |
| ON SEMICONDUCTOR CORP | COM | 682189105 | — | 4,048 shares | $321,452 |
| AGNICO EAGLE MINES LTD | COM | 008474108 | — | 1,745 shares | $320,853 |
| ISHARES INC | MSCI CDA ETF | 464286509 | — | 5,500 shares | $320,760 |
| CNA FINL CORP | COM | 126117100 | — | 6,865 shares | $320,527 |
| ING GROEP N.V. | SPONSORED ADR | 456837103 | — | 9,576 shares | $320,126 |
| DOW HLDGS INC | COM | 260557103 | — | 11,196 shares | $320,099 |
| ISHARES INC | EM MKTS DIV ETF | 464286319 | — | 9,157 shares | $319,404 |
| DT MIDSTREAM INC | COMMON STOCK | 23345M107 | — | 2,568 shares | $317,836 |
| EQUITABLE HLDGS INC | COM | 29452E101 | — | 5,941 shares | $317,725 |
| ROCKET LAB CORP | COM | 773121108 | — | 4,644 shares | $317,650 |
| NVENT ELEC PLC | SHS | G6700G107 | — | 1,933 shares | $317,413 |
| REYNOLDS CONSUMER PRODS INC | COM | 76171L106 | — | 14,411 shares | $316,754 |
| COGNEX CORP | COM | 192422103 | — | 5,196 shares | $316,488 |
| PPL CORP | COM | 69351T106 | — | 9,262 shares | $315,820 |
| MANHATTAN ASSOCIATES INC | COM | 562750109 | — | 1,527 shares | $315,753 |
| ESSENTIAL UTILS INC | COM | 29670G102 | — | 8,058 shares | $312,001 |
| SUMITOMO MITSUI FIN GRP INC | SPONSORED ADR | 86562M209 | — | 12,269 shares | $310,528 |
| HUNTINGTON INGALLS INDS INC | COM | 446413106 | — | 1,168 shares | $309,566 |
| NORDSON CORP | COM | 655663102 | — | 940 shares | $307,258 |
| GENERAL MILLS INC | COM | 370334104 | — | 9,410 shares | $306,661 |
| FLEX LTD | ORD | Y2573F102 | — | 2,659 shares | $305,094 |
| MICROCHIP TECHNOLOGY INC. | COM | 595017104 | — | 4,036 shares | $304,820 |
| FORTREA HLDGS INC | COMMON STOCK | 34965K107 | — | 14,959 shares | $304,715 |
| HEICO CORP NEW | CL A | 422806208 | — | 1,378 shares | $304,634 |
| FRANKLIN TEMPLETON INC | COM | 354613101 | — | 9,369 shares | $303,556 |
| PAYLOCITY HLDG CORP | COM | 70438V106 | — | 1,970 shares | $301,449 |
| DARDEN RESTAURANTS INC | COM | 237194105 | — | 1,501 shares | $301,003 |
| COSTAR GROUP INC | COM | 22160N109 | — | 10,093 shares | $300,872 |
| EVERSOURCE ENERGY | COM | 30040W108 | — | 4,579 shares | $300,774 |
| ROCKET COS INC | COM CL A | 77311W101 | — | 25,498 shares | $299,856 |
| ISHARES TR | S&P MC 400VL ETF | 464287705 | — | 2,134 shares | $299,216 |
| NNN REIT INC | COM | 637417106 | — | 7,430 shares | $299,206 |
| CARLISLE COS INC | COM | 142339100 | — | 928 shares | $298,127 |
| STARWOOD PPTY TR INC | COM | 85571B105 | — | 23,178 shares | $295,520 |
| FREEDOM HOLDING CORP | COM | 356390104 | — | 1,769 shares | $294,892 |
| NOVO-NORDISK A S | ADR | 670100205 | — | 7,718 shares | $294,673 |
| NRG ENERGY INC | COM NEW | 629377508 | — | 2,764 shares | $293,910 |
| HALOZYME THERAPEUTICS INC | COM | 40637H109 | — | 2,673 shares | $293,602 |
| ELANCO ANIMAL HEALTH INC | COM | 28414H103 | — | 12,948 shares | $291,848 |
| ENERGY TRANSFER L P | COM UT LTD PTN | 29273V100 | — | 14,034 shares | $289,372 |
| HEALTHPEAK PROPERTIES INC | COM | 42250P103 | — | 15,558 shares | $288,134 |
| TOYOTA MOTOR CORP | ADS | 892331307 | — | 1,548 shares | $287,928 |
| ORIX CORP | SPONSORED ADR | 686330101 | — | 7,843 shares | $287,760 |
| ISHARES TR | MSCI EAFE MIN VL | 46429B689 | — | 3,152 shares | $287,746 |
| BRITISH AMERN TOB PLC | SPONSORED ADR | 110448107 | — | 5,176 shares | $286,886 |
| ARK ETF TR | BLOC FIN INN ETF | 00214Q708 | — | 6,179 shares | $286,832 |
| VANGUARD WORLD FD | UTILITIES ETF | 92204A876 | — | 1,604 shares | $285,045 |
| AKAMAI TECHNOLOGIES INC | COM | 00971T101 | — | 2,808 shares | $283,281 |
| DTE ENERGY CO | COM | 233331107 | — | 2,224 shares | $282,729 |