Wedmont Private Capital

Q2 2025 13F Holdings

  • Location
    west chester, PA
  • Num holdings

    742

  • Value ($000)

    $2,344,049

  • Date Filed
    07/10/2025
  • Form type
    13F-HR
  • CIK
    0001904274
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
VEA
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
$205.04M
9 %

3,577,671

VWO
VWO

VANGUARD INTL EQUITY INDEX F

FTSE EMR MKT ETF
$129.39M
6 %

2,608,070

VTI
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
$112.66M
5 %

366,364

IEFA
IEFA

ISHARES TR

CORE MSCI EAFE
$94.53M
4 %

1,127,248

VOO
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
$89.07M
4 %

155,278

VTC
VTC

VANGUARD SCOTTSDALE FDS

TOTAL CORP BND
$76.96M
3 %

1,002,796

NVDA
NVDA

NVIDIA CORPORATION

COM
$69.98M
3 %

429,653

GOVT
GOVT

ISHARES TR

US TREAS BD ETF
$69.94M
3 %

3,067,339

---

VANGUARD MUN BD FDS

TAX EXEMPT BD
$64.99M
3 %

1,327,687

AAPL
AAPL

APPLE INC

COM
$53.55M
2 %

253,621

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