Wedmont Private Capital
CIK 1904274 · Holdings on Jun 30, 2026 · First reported Jul 13, 2026
Top ten holdings
Q2 2026- VEA10.27%
- VTI5.95%
- VWO5.87%
- VOO3.91%
- IEFA3.17%
- VTC3.06%
- VTEB2.99%
- GOVT2.89%
- NVDA2.88%
- AAPL2.61%
Share classes counted separately43.60%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- VTIWeight increased · +0.84 pp5.11% → 5.95%Shares +106.52K (+22.41%)
- VTEBWeight increased · +0.42 pp2.57% → 2.99%Shares +580.17K (+36.54%)
- IEFAWeight decreased · -0.39 pp3.56% → 3.17%Shares +30.63K (+2.64%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 27
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VEAVANGUARD FTSE DEVELOPED ETFVAN FTSE DEV MKT View history and evidence | $374.30M | 10.27% | 5.27M shares | 10.37% → 10.27%-0.10 pp +531.75K (+11.22%) | Added | ▾ |
| 02 | VTIVG MORNINGSTAR TS MKT ETF-USTOTAL STK MKT View history and evidence | $216.83M | 5.95% | 581.80K shares | 5.11% → 5.95%+0.84 pp +106.52K (+22.41%) | Added | ▾ |
| 03 | VWOVANGUARD FTSE EMERGING MARKEFTSE EMR MKT ETF View history and evidence | $213.91M | 5.87% | 3.57M shares | 5.98% → 5.87%-0.11 pp +290.81K (+8.86%) | Added | ▾ |
| 04 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $142.66M | 3.91% | 205.60K shares | 3.89% → 3.91%+0.02 pp +11.54K (+5.94%) | Added | ▾ |
| 05 | IEFAISHARES CORE MSCI EAFE ETFCORE MSCI EAFE View history and evidence | $115.58M | 3.17% | 1.19M shares | 3.56% → 3.17%-0.39 pp +30.63K (+2.64%) | Added | ▾ |
| 06 | VTCVANGUARD TOTAL CORPORATE BNDTOTAL CORP BND View history and evidence | $111.57M | 3.06% | 1.47M shares | 3.37% → 3.06%-0.31 pp +113.47K (+8.37%) | Added | ▾ |
| 07 | VTEBVANGUARD TAX-EXEMPT BOND ETFTAX EXEMPT BD View history and evidence | $109.13M | 2.99% | 2.17M shares | 2.57% → 2.99%+0.42 pp +580.17K (+36.54%) | Added | ▾ |
| 08 | GOVTISHARES US TREASURY BOND ETFUS TREAS BD ETF View history and evidence | $105.52M | 2.89% | 4.67M shares | 3.23% → 2.89%-0.34 pp +301.70K (+6.90%) | Added | ▾ |
| 09 | NVDANVIDIA CORP View history and evidence | $105.03M | 2.88% | 497.89K shares | 2.66% → 2.88%+0.22 pp +45.36K (+10.02%) | Added | ▾ |
| 10 | AAPLAPPLE INC View history and evidence | $95.19M | 2.61% | 301.88K shares | 2.38% → 2.61%+0.23 pp +16.50K (+5.78%) | Added | ▾ |
Options overlay 3
$318.19K notionalPut and Call positions are separate. Notional is based on underlying securities, not option premium, market value or net exposure. Quantities are underlying shares.
| Security | Put / Call | Underlying shares | Notional | Quantity change | |
|---|---|---|---|---|---|
TSLATESLA INC View history and evidence | Call | 300 | $122.33K | +300 | ▾ |
MUMICRON TECHNOLOGY INC View history and evidence | Put | 100 | $97.93K | +100 | ▾ |
MUMICRON TECHNOLOGY INC View history and evidence | Call | 100 | $97.93K | +100 | ▾ |
3 / 3 options · preview only
Exited positions 33
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| SCHJ SCHWAB 1-5 YR CORP BND ETF | Non-derivative | -23,674 | -$585.22K | SEC filing ↗ | SEC filing ↗ |
| 143658300 CARNIVAL CORP | Non-derivative | -19,460 | -$545.45K | SEC filing ↗ | SEC filing ↗ |
| EFX EQUIFAX INC | Non-derivative | -2,549 | -$469.99K | SEC filing ↗ | SEC filing ↗ |
3 / 33 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1904274 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-07-13
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 3645613056
}Research all 952 reported holdings.
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