Wedmont Private Capital
842 holdingsFiling period: 2026-03-31Current AUM: $3.44Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | 4.74M | $321.5M | $354.3M | 10.31% | +432.2K | 2026-03-31 |
| 2 | VWO | VANGUARD INTL EQUITY INDEX F | 3.28M | $185.4M | $201.5M | 5.86% | +253.6K | 2026-03-31 |
| 3 | VTI | VANGUARD INDEX FDS | 475.3K | $158.6M | $182.0M | 5.30% | +49.4K | 2026-03-31 |
| 4 | VOO | VANGUARD INDEX FDS | 194.1K | $120.6M | $138.6M | 4.03% | +6.3K | 2026-03-31 |
| 5 | IEFA | ISHARES TR | 1.16M | $110.5M | $119.9M | 3.49% | +49.8K | 2026-03-31 |
| 6 | VTC | VANGUARD SCOTTSDALE FDS | 1.36M | $104.5M | $102.4M | 2.98% | +205.5K | 2026-03-31 |
| 7 | GOVT | ISHARES TR | 4.37M | $100.1M | $98.1M | 2.86% | +544.8K | 2026-03-31 |
| 8 | NVDA | NVIDIA CORPORATION | 452.5K | $82.4M | $94.8M | 2.76% | -5,694 | 2026-03-31 |
| 9 | VTEB | VANGUARD MUN BD FDS | 1.59M | $79.6M | $79.1M | 2.30% | +265.5K | 2026-03-31 |
| 10 | AAPL | APPLE INC | 285.4K | $73.9M | $89.9M | 2.62% | +2.5K | 2026-03-31 |
| 11 | IEMG | ISHARES INC | 896.1K | $66.4M | $73.9M | 2.15% | +29.6K | 2026-03-31 |
| 12 | MUB | ISHARES TR | 472.5K | $50.4M | $50.2M | 1.46% | +6.9K | 2026-03-31 |
| 13 | GOOG | ALPHABET INC | 159.6K | $50.2M | $62.5M | 1.82% | +53.2K | 2026-03-31 |
| 14 | GOOGL | ALPHABET INC | 148.3K | $47.1M | $58.3M | 1.70% | +42.3K | 2026-03-31 |
| 15 | MSFT | MICROSOFT CORP | 106.2K | $39.8M | $49.9M | 1.45% | -4,096 | 2026-03-31 |
| 16 | AMZN | AMAZON COM INC | 169.4K | $37.5M | $48.9M | 1.42% | +4.9K | 2026-03-31 |
| 17 | PLTR | PALANTIR TECHNOLOGIES INC | 265.4K | $37.4M | $31.4M | 0.91% | +1.9K | 2026-03-31 |
| 18 | BNDX | VANGUARD CHARLOTTE FDS | 682.4K | $32.9M | $32.8M | 0.95% | +56.8K | 2026-03-31 |
| 19 | META | META PLATFORMS INC | 47.6K | $29.1M | $28.4M | 0.83% | +539 | 2026-03-31 |
| 20 | VSS | VANGUARD INTL EQUITY INDEX F | 180.9K | $27.8M | $28.7M | 0.83% | -5,961 | 2026-03-31 |
| 21 | SCHF | SCHWAB STRATEGIC TR | 1.04M | $27.1M | $30.1M | 0.88% | +1.6K | 2026-03-31 |
| 22 | AVGO | BROADCOM INC | 76.6K | $26.9M | $33.8M | 0.98% | -966 | 2026-03-31 |
| 23 | QQQ | INVESCO QQQ TR | 37.0K | $22.4M | $26.7M | 0.78% | +10.6K | 2026-03-31 |
| 24 | VTEC | VANGUARD CALIF TAX FREE FDS | 194.6K | $19.4M | $19.3M | 0.56% | +34.5K | 2026-03-31 |
| 25 | TSLA | TESLA INC | 56.0K | $19.2M | $16.1M | 0.47% | +1.2K | 2026-03-31 |
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