Wedmont Private Capital
Q1 2025 13F Holdings
- Locationwest chester, PA
- Num holdings
700
- Value ($000)
$1,950,963
- Date Filed04/14/2025
- Form type13F-HR
- CIK0001904274
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $163.37M | 8 % | 3,306,390 | ||
VWO VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | $105.96M | 5 % | 2,458,408 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $87.19M | 5 % | 333,135 | ||
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $81.90M | 4 % | 1,116,274 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $79.36M | 4 % | 161,780 | ||
VTC VANGUARD SCOTTSDALE FDS | TOTAL CORP BND | 92206C573 | $74.67M | 4 % | 999,491 | ||
GOVT ISHARES TR | US TREAS BD ETF | 46429B267 | $67.86M | 4 % | 2,997,326 | ||
VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | $65.73M | 3 % | 1,365,745 | ||
AAPL APPLE INC | COM | 037833100 | $51.66M | 3 % | 260,718 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $46.03M | 2 % | 414,908 |
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