Wedmont Private Capital
Long book
$3.10B
Q1 2026
Positions
838
Top-10 weight
43%
concentration
Last quarter
+11.9%
SPY +14.8%
Turnover
16%
of book per quarter
Strategy in plain words
auto-generated from filingsWedmont Private Capital is a wealth-management firm allocating client money, running a $3.10B US long book across 838 positions.
The portfolio is moderately concentrated (top 10 ≈ 43% of the book). Turnover is modest: positions are typically held for years. Current anchor positions: VANGUARD FTSE DEVELOPED ETF, VANGUARD FTSE EMERGING MARKE, VANGUARD TOTAL STOCK MKT ETF, VANGUARD S&P 500 ETF, ISHARES CORE MSCI EAFE ETF.
Over the last 9 quarters its long book ran on average 0.3pp per quarter behind the S&P 500, beating the index in 3 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+2.7%
Q2 2024
+6.2%
Q3 2024
-0.4%
Q4 2024
-1.4%
Q1 2025
+10.5%
Q2 2025
+7.5%
Q3 2025
+2.4%
Q4 2025
-2.0%
Q1 2026
+11.9%
Sector allocation
Technology 45%
Financials 12%
Industrials 11%
Consumer discretionary 9%
Healthcare 7%
Services media 4%
Utilities 3%
Energy 3%
Long book by quarter
What does Wedmont Private own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| NVDA NVIDIA CORP | Technology | 452.5K | $82.4M | 2.7% | -1.2% |
| AAPL APPLE INC | Technology | 285.4K | $73.9M | 2.4% | +0.9% |
| GOOG ALPHABET INC-CL C | Technology | 159.6K | $50.2M | 1.6% | +50.0% |
| GOOGL ALPHABET INC-CL A | Technology | 148.3K | $47.1M | 1.5% | +39.9% |
| MSFT MICROSOFT CORP | Technology | 106.2K | $39.8M | 1.3% | -3.7% |
| AMZN AMAZON.COM INC | Consumer discretionary | 169.4K | $37.5M | 1.2% | +3.0% |
| PLTR PALANTIR TECHNOLOGIES INC-A | Technology | 265.4K | $37.4M | 1.2% | +0.7% |
| META META PLATFORMS INC-CLASS A | Technology | 47.6K | $29.1M | 0.9% | +1.1% |
| AVGO BROADCOM INC | Technology | 76.6K | $26.9M | 0.9% | -1.2% |
| TSLA TESLA INC | Industrials | 56.0K | $19.2M | 0.6% | +2.3% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 37.4K | $17.9M | 0.6% | +1.2% |
| JPM JPMORGAN CHASE & CO | Financials | 50.6K | $15.6M | 0.5% | +5.8% |
| LLY ELI LILLY & CO | Healthcare | 14.8K | $14.1M | 0.5% | +2.1% |
| GEV GE VERNOVA INC | Industrials | 13.7K | $12.9M | 0.4% | +75.6% |
| WFC WELLS FARGO & CO | Financials | 144.4K | $12.2M | 0.4% | -9.0% |
| NFLX NETFLIX INC | Services media | 106.6K | $10.6M | 0.3% | -1.9% |
| XOM EXXON MOBIL CORP | Energy | 67.7K | $10.6M | 0.3% | +3.5% |
| WMT WALMART INC | Consumer discretionary | 76.7K | $9.8M | 0.3% | +4.5% |
| ORCL ORACLE CORP | Technology | 65.0K | $9.3M | 0.3% | -22.8% |
| ABBV ABBVIE INC | Healthcare | 43.2K | $9.1M | 0.3% | +2.7% |
| JNJ JOHNSON & JOHNSON | Healthcare | 34.4K | $8.3M | 0.3% | +12.2% |
| V VISA INC-CLASS A SHARES | Services media | 26.5K | $8.2M | 0.3% | -4.0% |
| NEM NEWMONT CORP | Materials | 65.2K | $7.7M | 0.2% | +0.4% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 6.8K | $7.0M | 0.2% | +8.2% |
| CAT CATERPILLAR INC | Industrials | 8.5K | $6.6M | 0.2% | +4.0% |
| AMD ADVANCED MICRO DEVICES | Technology | 27.4K | $6.3M | 0.2% | +12.5% |
| MU MICRON TECHNOLOGY INC | Technology | 14.7K | $6.0M | 0.2% | +8.0% |
| GE GENERAL ELECTRIC | Industrials | 18.7K | $5.8M | 0.2% | -8.3% |
| MA MASTERCARD INC - A | Services media | 11.1K | $5.6M | 0.2% | -6.5% |
| GS GOLDMAN SACHS GROUP INC | Financials | 5.8K | $5.3M | 0.2% | +3.9% |
| AMAT APPLIED MATERIALS INC | Technology | 13.4K | $5.2M | 0.2% | -3.0% |
| PM PHILIP MORRIS INTERNATIONAL | Consumer staples | 32.0K | $5.1M | 0.2% | +0.6% |
| KO COCA-COLA CO/THE | Consumer staples | 66.6K | $5.1M | 0.2% | +2.0% |
| HNGE HINGE HEALTH INC-A | Technology | 133.3K | $5.1M | 0.2% | New |
| GILD GILEAD SCIENCES INC | Healthcare | 32.8K | $4.6M | 0.1% | +83.6% |
| ADI ANALOG DEVICES INC | Technology | 13.0K | $4.5M | 0.1% | +194.5% |
| BRK/A BERKSHIRE HATHAWAY INC-CL A | Financials | 6 | $4.3M | 0.1% | -14.3% |
| LRCX LAM RESEARCH CORP | Industrials | 17.5K | $4.3M | 0.1% | -32.8% |
| CSCO CISCO SYSTEMS INC | Technology | 51.5K | $4.3M | 0.1% | +10.4% |
| RTX RTX CORP | Industrials | 21.0K | $4.3M | 0.1% | +6.8% |
| CVX CHEVRON CORP | Energy | 21.1K | $4.1M | 0.1% | +2.3% |
| UNH UNITEDHEALTH GROUP INC | Financials | 13.0K | $4.0M | 0.1% | -13.0% |
| PG PROCTER & GAMBLE CO/THE | Other | 27.0K | $3.9M | 0.1% | +1.8% |
| RVMD REVOLUTION MEDICINES INC | Healthcare | 40.2K | $3.9M | 0.1% | +0.4% |
| HD HOME DEPOT INC | Consumer discretionary | 11.6K | $3.9M | 0.1% | -6.6% |
| AXP AMERICAN EXPRESS CO | Financials | 12.2K | $3.9M | 0.1% | -1.0% |
| PH PARKER HANNIFIN CORP | Industrials | 3.9K | $3.8M | 0.1% | +1.6% |
| BAC BANK OF AMERICA CORP | Financials | 72.0K | $3.7M | 0.1% | -2.7% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 9, 2026 | 838 | $3.10B | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 8, 2026 | 806 | $2.88B | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 8, 2025 | 788 | $2.69B | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 10, 2025 | 742 | $2.34B | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 14, 2025 | 700 | $1.95B | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Jan 13, 2025 | 701 | $1.90B | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Oct 8, 2024 | 668 | $1.75B | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Jul 15, 2024 | 642 | $1.59B | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | Apr 10, 2024 | 605 | $1.37B | canonical | SEC ↗ |