Wedmont Private Capital

WEST CHESTER, PA

$3.6bn in 949 US stocks at the end of 30 June 2026. The top 10 are 43.6% of the money. It changed about 7.1% of the portfolio this quarter.

Value

$3.6bn

Stocks

949

Top 10 share

43.6%

Turnover

7.1%

What changed this quarter

New

Bought for the first time this quarter.

RLIRLI
<0.1% of the fund
Charter CommunicationsCHTR
<0.1% of the fund
Invesco Exch Traded FD TR IIQQQM
<0.1% of the fund
Brown & BrownBRO
<0.1% of the fund
Planet FitnessPLNT
<0.1% of the fund
Vanguard Instl Index FDVBIL
<0.1% of the fund
Evolv Technologies HoldingsEVLV
<0.1% of the fund
Bellring BrandsBRBR
<0.1% of the fund
Waystar HoldingWAY
<0.1% of the fund
Honeywell AerospaceHONA
<0.1% of the fund
Vanguard MUN BD FDSVSDM
<0.1% of the fund
Liberty BroadbandLBRDK
<0.1% of the fund
Liberty BroadbandLBRDA
<0.1% of the fund
Invesco Exchange Traded FD TPSI
<0.1% of the fund
Main Street CapitalMAIN
<0.1% of the fund
Honeywell InternationalHON
<0.1% of the fund
Ishares TRESGD
<0.1% of the fund
Invesco Exch TRD SLF IDX FDBSMR
<0.1% of the fund
Invesco Exch TRD SLF IDX FDBSMQ
<0.1% of the fund
Invesco Exch TRD SLF IDX FDBSMT
<0.1% of the fund
Invesco Exch TRD SLF IDX FDBSMS
<0.1% of the fund
Invesco Exch TRD SLF IDX FDBSMU
<0.1% of the fund
Invesco Exch TRD SLF IDX FDBSMV
<0.1% of the fund
Invesco Exch TRD SLF IDX FDBSMW
<0.1% of the fund
Ishares TRHEFA
<0.1% of the fund

Added

Bought more of a stock they already held.

Vanguard Tax-Managed FDSVEA
10.3% of the fund
+11%
Vanguard Index FDSVTI
5.9% of the fund
+22%
Vanguard Intl Equity Index FVWO
5.9% of the fund
+9%
Vanguard Index FDSVOO
3.9% of the fund
+6%
Ishares TRIEFA
3.2% of the fund
+3%
Vanguard Scottsdale FDSVTC
3.1% of the fund
+8%
Vanguard MUN BD FDSVTEB
3.0% of the fund
+37%
Ishares TRGOVT
2.9% of the fund
+7%
NvidiaNVDA
2.9% of the fund
+10%
AppleAAPL
2.6% of the fund
+6%
Amazon.comAMZN
1.2% of the fund
+3%
Vanguard Charlotte FDSBNDX
1.0% of the fund
+9%
BroadcomAVGO
0.9% of the fund
+4%
Schwab Strategic TRSCHF
0.8% of the fund
+6%
Vanguard Star FDSVXUS
0.7% of the fund
+108%
Vanguard Intl Equity Index FVEU
0.7% of the fund
+61%
Vanguard Calif TAX Free FDSVTEC
0.7% of the fund
+25%
Ishares TRUSHY
0.5% of the fund
+10%
Berkshire HathawayBRK-B
0.5% of the fund
+5%
Eli LillyLLY
0.5% of the fund
+8%
JPMorgan ChaseJPM
0.5% of the fund
+7%
State STR Spdr S&P 500 ETF TSPY
0.5% of the fund
+5%
Micron TechnologyMU
0.5% of the fund
+17%
Advanced Micro DevicesAMD
0.4% of the fund
+3%
GE VernovaGEV
0.4% of the fund
+2%

Cut

Sold some of their stake.

AlphabetGOOG
1.3% of the fund
-14%
MicrosoftMSFT
1.1% of the fund
-4%
Meta PlatformsMETA
0.8% of the fund
-5%
Invesco QQQ TRQQQ
0.7% of the fund
-3%
Vanguard Whitehall FDSVIGI
0.3% of the fund
-11%
Ishares TRITOT
0.2% of the fund
-4%
Schwab Strategic TRSCHC
0.2% of the fund
-3%
Vanguard Index FDSVBR
0.1% of the fund
-4%
Vanguard Scottsdale FDSVGIT
0.1% of the fund
-2%
Schwab Strategic TRSCHX
0.1% of the fund
-3%
International Business MachinesIBM
<0.1% of the fund
-7%
Home DepotHD
<0.1% of the fund
-11%
Taiwan Semiconductor ManufacturingTSM
<0.1% of the fund
-9%
Vanguard Index FDSVNQ
<0.1% of the fund
-17%
Marriott InternationalMAR
<0.1% of the fund
-13%
Ishares TRDGRO
<0.1% of the fund
-4%
Hinge HealthHNGE
<0.1% of the fund
-77%
AT&TT
<0.1% of the fund
-5%
Constellation EnergyCEG
<0.1% of the fund
-3%
Vanguard Scottsdale FDSVONG
<0.1% of the fund
-2%
Vanguard Scottsdale FDSVONV
<0.1% of the fund
-7%
Intuitive SurgicalISRG
<0.1% of the fund
-14%
Abbott LaboratoriesABT
<0.1% of the fund
-18%
Booking HoldingsBKNG
<0.1% of the fund
-10%
Ishares TREFA
<0.1% of the fund
-5%

Sold out

Sold their entire stake.

Honeywell InternationalHON
-100%
Schwab Strategic TRSCHJ
-100%
Carnival
-100%
EquifaxEFX
-100%
Coterra EnergyCTRA
-100%
AccentureACN
-100%
Vanguard BD Index FDSBSV
-100%
Apellis Pharmaceuticals
-100%
Caci InternationalCACI
-100%
Topbuild COR
-100%
Vanguard BD Index FDSVUSB
-100%
FiservFISV
-100%
Smith A OAOS
-100%
Franklin Templeton ETF TRFLJH
-100%
Vanguard World FDVOX
-100%
LAS Vegas SandsLVS
-100%
McCormickMKC
-100%
Ishares TRUSIG
-100%
Mettler Toledo InternationalMTD
-100%
Ishares TREUFN
-100%
Ishares TRIWN
-100%
Spdr Series TrustSPBO
-100%
Biomarin PharmaceuticalBMRN
-100%
TrimbleTRMB
-100%
Lazard Active ETF TRIDEQ
-100%

Holdings

Vanguard Tax-Managed FDSVEA
Share
10.3%
Value
$374m
Shares
5,272,522
+11%
Vanguard Index FDSVTI
Share
5.9%
Value
$217m
Shares
581,799
+22%
Vanguard Intl Equity Index FVWO
Share
5.9%
Value
$214m
Shares
3,571,670
+9%
Vanguard Index FDSVOO
Share
3.9%
Value
$143m
Shares
205,604
+6%
Ishares TRIEFA
Share
3.2%
Value
$116m
Shares
1,188,881
+3%
Vanguard Scottsdale FDSVTC
Share
3.1%
Value
$112m
Shares
1,469,754
+8%
Vanguard MUN BD FDSVTEB
Share
3.0%
Value
$109m
Shares
2,167,958
+37%
Ishares TRGOVT
Share
2.9%
Value
$106m
Shares
4,672,099
+7%
NvidiaNVDA
Share
2.9%
Value
$105m
Shares
497,890
+10%
AppleAAPL
Share
2.6%
Value
$95m
Shares
301,877
+6%
IsharesIEMG
Share
2.0%
Value
$73m
Shares
897,981
Held
AlphabetGOOGL
Share
1.4%
Value
$52m
Shares
146,365
Held
Ishares TRMUB
Share
1.4%
Value
$51m
Shares
477,489
Held
AlphabetGOOG
Share
1.3%
Value
$49m
Shares
137,306
-14%
Amazon.comAMZN
Share
1.2%
Value
$43m
Shares
175,224
+3%
MicrosoftMSFT
Share
1.1%
Value
$39m
Shares
101,962
-4%
Vanguard Charlotte FDSBNDX
Share
1.0%
Value
$36m
Shares
743,512
+9%
Palantir TechnologiesPLTR
Share
0.9%
Value
$33m
Shares
263,251
Held
BroadcomAVGO
Share
0.9%
Value
$32m
Shares
79,525
+4%
Meta PlatformsMETA
Share
0.8%
Value
$30m
Shares
45,383
-5%
Schwab Strategic TRSCHF
Share
0.8%
Value
$30m
Shares
1,096,412
+6%
Vanguard Intl Equity Index FVSS
Share
0.8%
Value
$27m
Shares
177,618
Held
Invesco QQQ TRQQQ
Share
0.7%
Value
$26m
Shares
35,895
-3%
Vanguard Star FDSVXUS
Share
0.7%
Value
$26m
Shares
301,098
+108%
Vanguard Intl Equity Index FVEU
Share
0.7%
Value
$25m
Shares
304,741
+61%
Vanguard Calif TAX Free FDSVTEC
Share
0.7%
Value
$24m
Shares
244,141
+25%
TeslaTSLA
Share
0.6%
Value
$23m
Shares
56,016
Held
Ishares TRUSHY
Share
0.5%
Value
$20m
Shares
531,621
+10%
Berkshire HathawayBRK-B
Share
0.5%
Value
$19m
Shares
39,346
+5%
Vanguard Index FDSVO
Share
0.5%
Value
$19m
Shares
237,501
Held
Eli LillyLLY
Share
0.5%
Value
$19m
Shares
16,064
+8%
JPMorgan ChaseJPM
Share
0.5%
Value
$18m
Shares
54,011
+7%
Vanguard Index FDSVB
Share
0.5%
Value
$18m
Shares
60,211
Held
State STR Spdr S&P 500 ETF TSPY
Share
0.5%
Value
$18m
Shares
23,305
+5%
Micron TechnologyMU
Share
0.5%
Value
$17m
Shares
17,183
+17%
Schwab Strategic TRSCHB
Share
0.4%
Value
$16m
Shares
540,035
Held
Advanced Micro DevicesAMD
Share
0.4%
Value
$16m
Shares
28,201
+3%
GE VernovaGEV
Share
0.4%
Value
$15m
Shares
14,045
+2%
Vanguard Whitehall FDSVYMI
Share
0.4%
Value
$14m
Shares
138,786
Held
Vanguard World FDVGT
Share
0.4%
Value
$14m
Shares
117,506
+11%
American Centy ETF TRAVDV
Share
0.4%
Value
$14m
Shares
130,165
+17%
Vanguard Index FDSVV
Share
0.4%
Value
$14m
Shares
38,862
Held
Wells Fargo & CompanyWFC
Share
0.4%
Value
$13m
Shares
154,312
+7%
Vanguard Index FDSVTV
Share
0.4%
Value
$13m
Shares
60,866
Held
Ishares TRIVV
Share
0.4%
Value
$13m
Shares
17,078
+6%
Schwab Strategic TRSCMB
Share
0.3%
Value
$13m
Shares
494,540
Held
American Centy ETF TRAVUS
Share
0.3%
Value
$12m
Shares
94,887
+3%
VisaV
Share
0.3%
Value
$12m
Shares
34,628
+31%
American Centy ETF TRAVUV
Share
0.3%
Value
$12m
Shares
96,086
+23%
Vanguard Intl Equity Index FVT
Share
0.3%
Value
$11m
Shares
69,490
+17%
AbbVieABBV
Share
0.3%
Value
$11m
Shares
43,731
Held
Vanguard Whitehall FDSVIGI
Share
0.3%
Value
$11m
Shares
113,919
-11%
ExxonMobil HoldingsXOM
Share
0.3%
Value
$10m
Shares
74,295
+10%
Schwab Strategic TRSCHE
Share
0.3%
Value
$10m
Shares
262,436
Held
CaterpillarCAT
Share
0.3%
Value
$10m
Shares
10,012
+18%
WalmartWMT
Share
0.3%
Value
$9m
Shares
80,835
+5%
OracleORCL
Share
0.3%
Value
$9m
Shares
65,076
Held
Johnson & JohnsonJNJ
Share
0.2%
Value
$9m
Shares
34,052
Held
Ishares TRIDEV
Share
0.2%
Value
$9m
Shares
95,637
+2%
Applied MaterialsAMAT
Share
0.2%
Value
$8m
Shares
13,803
+3%
Ishares TRIJH
Share
0.2%
Value
$8m
Shares
109,841
+2%
Vanguard Index FDSVXF
Share
0.2%
Value
$8m
Shares
33,978
+3%
Ishares TRCMF
Share
0.2%
Value
$8m
Shares
142,052
Held
NetflixNFLX
Share
0.2%
Value
$8m
Shares
106,863
Held
Vanguard Index FDSVUG
Share
0.2%
Value
$8m
Shares
87,738
Held
Revolution MedicinesRVMD
Share
0.2%
Value
$8m
Shares
40,281
Held
Ishares TRITOT
Share
0.2%
Value
$7m
Shares
44,527
-4%
Schwab Strategic TRSCHD
Share
0.2%
Value
$7m
Shares
222,110
+121%
Schwab Strategic TRSCHC
Share
0.2%
Value
$7m
Shares
146,761
-3%
Ishares TRSUB
Share
0.2%
Value
$7m
Shares
65,948
+377%
Invesco Exch Traded FD TR IISPMO
Share
0.2%
Value
$7m
Shares
45,348
+97%
General ElectricGE
Share
0.2%
Value
$7m
Shares
19,322
+3%
Philip Morris InternationalPM
Share
0.2%
Value
$7m
Shares
36,545
+14%
Ishares TRIJR
Share
0.2%
Value
$7m
Shares
45,473
+10%
Cisco SystemsCSCO
Share
0.2%
Value
$7m
Shares
54,110
+5%
American Centy ETF TRAVEM
Share
0.2%
Value
$7m
Shares
69,313
+41%
Vanguard Specialized FundsVIG
Share
0.2%
Value
$6m
Shares
26,677
+5%
American Centy ETF TRAVDE
Share
0.2%
Value
$6m
Shares
70,581
Held
Costco WholesaleCOST
Share
0.2%
Value
$6m
Shares
6,879
Held
Goldman Sachs GroupGS
Share
0.2%
Value
$6m
Shares
5,942
+2%
NewmontNEM
Share
0.2%
Value
$6m
Shares
65,274
Held
Lam ResearchLRCX
Share
0.2%
Value
$6m
Shares
17,732
Held
MastercardMA
Share
0.2%
Value
$6m
Shares
11,212
Held
Vanguard Scottsdale FDSVCIT
Share
0.2%
Value
$6m
Shares
71,749
+215%
Coca-ColaKO
Share
0.2%
Value
$6m
Shares
69,092
+4%
UnitedHealth GroupUNH
Share
0.2%
Value
$6m
Shares
13,166
Held
SandiskSNDK
Share
0.1%
Value
$5m
Shares
2,845
+14%
Ishares TRIWM
Share
0.1%
Value
$5m
Shares
17,876
+17%
Analog DevicesADI
Share
0.1%
Value
$5m
Shares
13,312
+3%
Vanguard Whitehall FDSVYM
Share
0.1%
Value
$5m
Shares
32,269
+7%
American Centy ETF TRAVIV
Share
0.1%
Value
$5m
Shares
64,739
+58%
Ishares TRNYF
Share
0.1%
Value
$5m
Shares
94,537
+61%
Vanguard Index FDSVBR
Share
0.1%
Value
$5m
Shares
20,206
-4%
KLAKLAC
Share
0.1%
Value
$5m
Shares
20,136
+4%
Bank of AmericaBAC
Share
0.1%
Value
$5m
Shares
76,386
+6%
Ishares TRIVW
Share
0.1%
Value
$5m
Shares
32,822
Held
Select Sector Spdr TRXLK
Share
0.1%
Value
$5m
Shares
24,453
Held
Berkshire Hathaway INC DELBRK-A
Share
0.1%
Value
$4m
Shares
6
Held
Arista NetworksANET
Share
0.1%
Value
$4m
Shares
23,703
+4%
American ExpressAXP
Share
0.1%
Value
$4m
Shares
12,631
+4%

Company	Share of fund	Value	Shares	Change
Vanguard Tax-Managed FDSVEA	10.3%	$374m	5,272,522	+11%
Vanguard Index FDSVTI	5.9%	$217m	581,799	+22%
Vanguard Intl Equity Index FVWO	5.9%	$214m	3,571,670	+9%
Vanguard Index FDSVOO	3.9%	$143m	205,604	+6%
Ishares TRIEFA	3.2%	$116m	1,188,881	+3%
Vanguard Scottsdale FDSVTC	3.1%	$112m	1,469,754	+8%
Vanguard MUN BD FDSVTEB	3.0%	$109m	2,167,958	+37%
Ishares TRGOVT	2.9%	$106m	4,672,099	+7%
NvidiaNVDA	2.9%	$105m	497,890	+10%
AppleAAPL	2.6%	$95m	301,877	+6%
IsharesIEMG	2.0%	$73m	897,981	Held
AlphabetGOOGL	1.4%	$52m	146,365	Held
Ishares TRMUB	1.4%	$51m	477,489	Held
AlphabetGOOG	1.3%	$49m	137,306	-14%
Amazon.comAMZN	1.2%	$43m	175,224	+3%
MicrosoftMSFT	1.1%	$39m	101,962	-4%
Vanguard Charlotte FDSBNDX	1.0%	$36m	743,512	+9%
Palantir TechnologiesPLTR	0.9%	$33m	263,251	Held
BroadcomAVGO	0.9%	$32m	79,525	+4%
Meta PlatformsMETA	0.8%	$30m	45,383	-5%
Schwab Strategic TRSCHF	0.8%	$30m	1,096,412	+6%
Vanguard Intl Equity Index FVSS	0.8%	$27m	177,618	Held
Invesco QQQ TRQQQ	0.7%	$26m	35,895	-3%
Vanguard Star FDSVXUS	0.7%	$26m	301,098	+108%
Vanguard Intl Equity Index FVEU	0.7%	$25m	304,741	+61%
Vanguard Calif TAX Free FDSVTEC	0.7%	$24m	244,141	+25%
TeslaTSLA	0.6%	$23m	56,016	Held
Ishares TRUSHY	0.5%	$20m	531,621	+10%
Berkshire HathawayBRK-B	0.5%	$19m	39,346	+5%
Vanguard Index FDSVO	0.5%	$19m	237,501	Held
Eli LillyLLY	0.5%	$19m	16,064	+8%
JPMorgan ChaseJPM	0.5%	$18m	54,011	+7%
Vanguard Index FDSVB	0.5%	$18m	60,211	Held
State STR Spdr S&P 500 ETF TSPY	0.5%	$18m	23,305	+5%
Micron TechnologyMU	0.5%	$17m	17,183	+17%
Schwab Strategic TRSCHB	0.4%	$16m	540,035	Held
Advanced Micro DevicesAMD	0.4%	$16m	28,201	+3%
GE VernovaGEV	0.4%	$15m	14,045	+2%
Vanguard Whitehall FDSVYMI	0.4%	$14m	138,786	Held
Vanguard World FDVGT	0.4%	$14m	117,506	+11%
American Centy ETF TRAVDV	0.4%	$14m	130,165	+17%
Vanguard Index FDSVV	0.4%	$14m	38,862	Held
Wells Fargo & CompanyWFC	0.4%	$13m	154,312	+7%
Vanguard Index FDSVTV	0.4%	$13m	60,866	Held
Ishares TRIVV	0.4%	$13m	17,078	+6%
Schwab Strategic TRSCMB	0.3%	$13m	494,540	Held
American Centy ETF TRAVUS	0.3%	$12m	94,887	+3%
VisaV	0.3%	$12m	34,628	+31%
American Centy ETF TRAVUV	0.3%	$12m	96,086	+23%
Vanguard Intl Equity Index FVT	0.3%	$11m	69,490	+17%
AbbVieABBV	0.3%	$11m	43,731	Held
Vanguard Whitehall FDSVIGI	0.3%	$11m	113,919	-11%
ExxonMobil HoldingsXOM	0.3%	$10m	74,295	+10%
Schwab Strategic TRSCHE	0.3%	$10m	262,436	Held
CaterpillarCAT	0.3%	$10m	10,012	+18%
WalmartWMT	0.3%	$9m	80,835	+5%
OracleORCL	0.3%	$9m	65,076	Held
Johnson & JohnsonJNJ	0.2%	$9m	34,052	Held
Ishares TRIDEV	0.2%	$9m	95,637	+2%
Applied MaterialsAMAT	0.2%	$8m	13,803	+3%
Ishares TRIJH	0.2%	$8m	109,841	+2%
Vanguard Index FDSVXF	0.2%	$8m	33,978	+3%
Ishares TRCMF	0.2%	$8m	142,052	Held
NetflixNFLX	0.2%	$8m	106,863	Held
Vanguard Index FDSVUG	0.2%	$8m	87,738	Held
Revolution MedicinesRVMD	0.2%	$8m	40,281	Held
Ishares TRITOT	0.2%	$7m	44,527	-4%
Schwab Strategic TRSCHD	0.2%	$7m	222,110	+121%
Schwab Strategic TRSCHC	0.2%	$7m	146,761	-3%
Ishares TRSUB	0.2%	$7m	65,948	+377%
Invesco Exch Traded FD TR IISPMO	0.2%	$7m	45,348	+97%
General ElectricGE	0.2%	$7m	19,322	+3%
Philip Morris InternationalPM	0.2%	$7m	36,545	+14%
Ishares TRIJR	0.2%	$7m	45,473	+10%
Cisco SystemsCSCO	0.2%	$7m	54,110	+5%
American Centy ETF TRAVEM	0.2%	$7m	69,313	+41%
Vanguard Specialized FundsVIG	0.2%	$6m	26,677	+5%
American Centy ETF TRAVDE	0.2%	$6m	70,581	Held
Costco WholesaleCOST	0.2%	$6m	6,879	Held
Goldman Sachs GroupGS	0.2%	$6m	5,942	+2%
NewmontNEM	0.2%	$6m	65,274	Held
Lam ResearchLRCX	0.2%	$6m	17,732	Held
MastercardMA	0.2%	$6m	11,212	Held
Vanguard Scottsdale FDSVCIT	0.2%	$6m	71,749	+215%
Coca-ColaKO	0.2%	$6m	69,092	+4%
UnitedHealth GroupUNH	0.2%	$6m	13,166	Held
SandiskSNDK	0.1%	$5m	2,845	+14%
Ishares TRIWM	0.1%	$5m	17,876	+17%
Analog DevicesADI	0.1%	$5m	13,312	+3%
Vanguard Whitehall FDSVYM	0.1%	$5m	32,269	+7%
American Centy ETF TRAVIV	0.1%	$5m	64,739	+58%
Ishares TRNYF	0.1%	$5m	94,537	+61%
Vanguard Index FDSVBR	0.1%	$5m	20,206	-4%
KLAKLAC	0.1%	$5m	20,136	+4%
Bank of AmericaBAC	0.1%	$5m	76,386	+6%
Ishares TRIVW	0.1%	$5m	32,822	Held
Select Sector Spdr TRXLK	0.1%	$5m	24,453	Held
Berkshire Hathaway INC DELBRK-A	0.1%	$4m	6	Held
Arista NetworksANET	0.1%	$4m	23,703	+4%
American ExpressAXP	0.1%	$4m	12,631	+4%

Showing the largest 100 of 949.

Options (3)

TeslaTSLA
Type
Call
Value
$122,328
Contracts
300
Micron TechnologyMU
Type
Call
Value
$97,930
Contracts
100
Micron TechnologyMU
Type
Put
Value
$97,930
Contracts
100

Company	Type	Value	Contracts
TeslaTSLA	Call	$122,328	300
Micron TechnologyMU	Call	$97,930	100
Micron TechnologyMU	Put	$97,930	100

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 55.5% since 30 June 2025.

Where the money is

Technology13.2%

Financial services5.0%

Media & telecom4.4%

Industrials3.3%

Retail & consumer3.3%

Health care3.0%

Everyday goods1.5%

Energy1.2%

Materials0.6%

Utilities0.6%

Real estate0.4%

Other63.4%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.