Wedmont Private Capital
953 holdingsFiling period: 2026-06-30Current AUM: $3.63Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VEA | Vanguard Tax-Managed Fds | 5.27M | $374.3M | $364.8M | 10.04% | +531.7K | 2026-06-30 |
| 2 | VTI | Vanguard Index Fds | 581.8K | $216.8M | $217.7M | 5.99% | +106.5K | 2026-06-30 |
| 3 | VWO | Vanguard Intl Equity Index F | 3.57M | $213.9M | $198.9M | 5.48% | +290.8K | 2026-06-30 |
| 4 | VOO | Vanguard Index Fds | 205.6K | $142.7M | $144.3M | 3.97% | +11.5K | 2026-06-30 |
| 5 | IEFA | iShares TR | 1.19M | $115.6M | $115.3M | 3.17% | +30.6K | 2026-06-30 |
| 6 | VTC | Vanguard Scottsdale Fds | 1.47M | $111.6M | $107.6M | 2.96% | +113.5K | 2026-06-30 |
| 7 | VTEB | Vanguard Mun BD Fds | 2.17M | $109.1M | $105.5M | 2.90% | +580.2K | 2026-06-30 |
| 8 | GOVT | iShares TR | 4.67M | $105.5M | $103.3M | 2.84% | +301.7K | 2026-06-30 |
| 9 | NVDA | NVIDIA Corporation | 497.9K | $105.0M | $107.4M | 2.96% | +45.4K | 2026-06-30 |
| 10 | AAPL | Apple Inc | 301.9K | $95.2M | $113.4M | 3.12% | +16.5K | 2026-06-30 |
| 11 | IEMG | iShares Inc | 898.0K | $73.0M | $65.5M | 1.80% | +1.8K | 2026-06-30 |
| 12 | GOOGL | Alphabet Inc | 146.4K | $52.3M | $40.9M | 1.13% | -1,979 | 2026-06-30 |
| 13 | MUB | iShares TR | 477.5K | $51.1M | $49.5M | 1.36% | +5.0K | 2026-06-30 |
| 14 | GOOG | Alphabet Inc | 137.3K | $48.7M | $38.4M | 1.06% | -22,299 | 2026-06-30 |
| 15 | AMZN | Amazon.com Inc | 175.2K | $43.0M | $43.4M | 1.19% | +5.8K | 2026-06-30 |
| 16 | MSFT | Microsoft Corp | 102.0K | $39.3M | $54.9M | 1.51% | -4,261 | 2026-06-30 |
| 17 | BNDX | Vanguard Charlotte Fds | 743.5K | $35.7M | $35.0M | 0.96% | +61.1K | 2026-06-30 |
| 18 | PLTR | Palantir Technologies Inc | 263.3K | $33.4M | $52.7M | 1.45% | -2,122 | 2026-06-30 |
| 19 | AVGO | Broadcom Inc | 79.5K | $31.8M | $27.5M | 0.76% | +2.9K | 2026-06-30 |
| 20 | META | Meta Platforms Inc | 45.4K | $30.4M | $33.2M | 0.91% | -2,210 | 2026-06-30 |
| 21 | SCHF | Schwab Strategic TR | 1.10M | $30.2M | $29.4M | 0.81% | +59.7K | 2026-06-30 |
| 22 | VSS | Vanguard Intl Equity Index F | 177.6K | $27.5M | $26.4M | 0.73% | -3,254 | 2026-06-30 |
| 23 | QQQ | Invesco Qqq TR | 35.9K | $26.0M | $24.4M | 0.67% | -1,086 | 2026-06-30 |
| 24 | VXUS | Vanguard Star Fds | 301.1K | $25.7M | $24.8M | 0.68% | +156.3K | 2026-06-30 |
| 25 | VEU | Vanguard Intl Equity Index F | 304.7K | $25.4M | $24.5M | 0.67% | +115.2K | 2026-06-30 |
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