Wedmont Private Capital
Q1 2026 13F Holdings
- Locationwest chester, PA
- Num holdings
838
- Value ($000)
$3,100,780
- Date Filed 04/09/2026
- Form type13F-HR
- CIK 0001904274
- 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 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $321.52M | 10 % | 4,740,776 | ||
VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | $185.37M | 6 % | 3,280,863 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $158.6M | 5 % | 475,275 | ||
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $120.58M | 4 % | 194,068 | ||
ISHARES TR | CORE MSCI EAFE | 46432F842 | $110.52M | 4 % | 1,158,252 | ||
VANGUARD SCOTTSDALE FDS | TOTAL CORP BND | 92206C573 | $104.5M | 3 % | 1,356,285 | ||
ISHARES TR | US TREAS BD ETF | 46429B267 | $100.1M | 3 % | 4,370,401 | ||
NVIDIA CORPORATION | COM | 67066G104 | $82.4M | 3 % | 452,533 | ||
VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | $79.6M | 3 % | 1,587,787 | ||
APPLE INC | COM | 037833100 | $73.88M | 2 % | 285,372 |
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