Wedmont Private Capital

Q3 2025 13F Holdings

  • Location
    west chester, PA
  • Num holdings

    788

  • Value ($000)

    $2,691,726

  • Date Filed
    10/08/2025
  • 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 Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
921943858
$238.89M
9 %

3,938,781

V
VWO

VANGUARD INTL EQUITY INDEX F

FTSE EMR MKT ETF
922042858
$154.23M
6 %

2,820,540

V
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$130.83M
5 %

396,920

V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$105.17M
4 %

170,956

I
IEFA

ISHARES TR

CORE MSCI EAFE
46432F842
$99.44M
4 %

1,127,561

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$85.56M
3 %

462,407

V
VTC

VANGUARD SCOTTSDALE FDS

TOTAL CORP BND
92206C573
$84.80M
3 %

1,083,517

G
GOVT

ISHARES TR

US TREAS BD ETF
46429B267
$78.65M
3 %

3,406,789

A
AAPL

APPLE INC

COM
037833100
$70.54M
3 %

275,017

---

VANGUARD MUN BD FDS

TAX EXEMPT BD
922907746
$60.29M
2 %

1,204,023

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 788