Wedmont Private Capital
Q2 2025 13F Holdings
- Locationwest chester, PA
- Num holdings
742
- Value ($000)
$2,344,049
- Date Filed07/10/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
---|---|---|---|---|---|---|---|
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $205.04M | 9 % | 3,577,671 | ||
VWO VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | $129.39M | 6 % | 2,608,070 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $112.66M | 5 % | 366,364 | ||
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $94.53M | 4 % | 1,127,248 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $89.07M | 4 % | 155,278 | ||
VTC VANGUARD SCOTTSDALE FDS | TOTAL CORP BND | 92206C573 | $76.96M | 3 % | 1,002,796 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $69.98M | 3 % | 429,653 | ||
GOVT ISHARES TR | US TREAS BD ETF | 46429B267 | $69.94M | 3 % | 3,067,339 | ||
VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | $64.99M | 3 % | 1,327,687 | ||
AAPL APPLE INC | COM | 037833100 | $53.55M | 2 % | 253,621 |
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