Wedmont Private Capital
953 holdingsFiling period: 2026-06-30Current AUM: $3.68Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | 5.27M | $374.3M | $375.8M | 10.21% | +531.7K | 2026-06-30 |
| 2 | VTI | VANGUARD INDEX FDS | 581.8K | $216.8M | $218.5M | 5.94% | +106.5K | 2026-06-30 |
| 3 | VWO | VANGUARD INTL EQUITY INDEX F | 3.57M | $213.9M | $212.2M | 5.77% | +290.8K | 2026-06-30 |
| 4 | VOO | VANGUARD INDEX FDS | 205.6K | $142.7M | $144.6M | 3.93% | +11.5K | 2026-06-30 |
| 5 | IEFA | ISHARES TR | 1.19M | $115.6M | $117.6M | 3.20% | +30.6K | 2026-06-30 |
| 6 | VTC | VANGUARD SCOTTSDALE FDS | 1.47M | $111.6M | $107.5M | 2.92% | +113.5K | 2026-06-30 |
| 7 | VTEB | VANGUARD MUN BD FDS | 2.17M | $109.1M | $104.0M | 2.83% | +580.2K | 2026-06-30 |
| 8 | GOVT | ISHARES TR | 4.67M | $105.5M | $102.5M | 2.78% | +301.7K | 2026-06-30 |
| 9 | NVDA | NVIDIA CORPORATION | 497.9K | $105.0M | $111.4M | 3.03% | +45.4K | 2026-06-30 |
| 10 | AAPL | APPLE INC | 301.9K | $95.2M | $109.0M | 2.96% | +16.5K | 2026-06-30 |
| 11 | IEMG | ISHARES INC | 898.0K | $73.0M | $70.6M | 1.92% | +1.8K | 2026-06-30 |
| 12 | GOOGL | ALPHABET INC | 146.4K | $52.3M | $50.5M | 1.37% | -1,979 | 2026-06-30 |
| 13 | MUB | ISHARES TR | 477.5K | $51.1M | $48.8M | 1.33% | +5.0K | 2026-06-30 |
| 14 | GOOG | ALPHABET INC | 137.3K | $48.7M | $47.1M | 1.28% | -22,299 | 2026-06-30 |
| 15 | AMZN | AMAZON COM INC | 175.2K | $43.0M | $44.8M | 1.22% | +5.8K | 2026-06-30 |
| 16 | MSFT | MICROSOFT CORP | 102.0K | $39.3M | $52.3M | 1.42% | -4,261 | 2026-06-30 |
| 17 | BNDX | VANGUARD CHARLOTTE FDS | 743.5K | $35.7M | $34.6M | 0.94% | +61.1K | 2026-06-30 |
| 18 | PLTR | PALANTIR TECHNOLOGIES INC | 263.3K | $33.4M | $49.4M | 1.34% | -2,122 | 2026-06-30 |
| 19 | AVGO | BROADCOM INC | 79.5K | $31.8M | $28.6M | 0.78% | +2.9K | 2026-06-30 |
| 20 | META | META PLATFORMS INC | 45.4K | $30.4M | $36.1M | 0.98% | -2,210 | 2026-06-30 |
| 21 | SCHF | SCHWAB STRATEGIC TR | 1.10M | $30.2M | $30.2M | 0.82% | +59.7K | 2026-06-30 |
| 22 | VSS | VANGUARD INTL EQUITY INDEX F | 177.6K | $27.5M | $27.7M | 0.75% | -3,254 | 2026-06-30 |
| 23 | QQQ | INVESCO QQQ TR | 35.9K | $26.0M | $24.9M | 0.68% | -1,086 | 2026-06-30 |
| 24 | VXUS | VANGUARD STAR FDS | 301.1K | $25.7M | $25.8M | 0.70% | +156.3K | 2026-06-30 |
| 25 | VEU | VANGUARD INTL EQUITY INDEX F | 304.7K | $25.4M | $25.5M | 0.69% | +115.2K | 2026-06-30 |
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