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Portfolio (Quarterly) Guide ↗

Wedmont Private Capital

· CIK 0001904274
13F Portfolio $3.6B AUM 954 positions Filed Jul 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 148 New 463 Added 212 Reduced 34 Exited
Page 2 of 24  ·  463 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VO VANGUARD INDEX FDS 237,501.0 $19.2M 0.53% +178K +301.8% $80.94 +2.5%
22 LLY ELI LILLY & CO Healthcare 16,064.0 $19.1M 0.52% +1K +8.4% $1188.59 -0.7%
23 JPM JPMORGAN CHASE & CO Financial Services 54,011.0 $18.2M 0.50% +3K +6.8% $336.47 +4.9%
24 SPY STATE STR SPDR S&P 500 ETF T Financial Services 23,305.0 $17.6M 0.48% +1K +4.5% $754.96 +1.8%
25 MU MICRON TECHNOLOGY INC Technology 17,183.0 $16.8M 0.46% +2K +16.8% $979.31 -5.6%
26 AMD ADVANCED MICRO DEVICES INC Technology 28,201.0 $15.7M 0.43% +829.0 +3.0% $557.89 -14.5%
27 GEV GE VERNOVA INC Utilities 14,045.0 $15.3M 0.42% +298.0 +2.2% $1091.57 -12.8%
28 VYMI VANGUARD WHITEHALL FDS 138,786.0 $14.0M 0.38% +750.0 +0.5% $100.57 +4.1%
29 VGT VANGUARD WORLD FD 117,506.0 $13.9M 0.38% +104K +789.6% $118.08 +2.4%
30 AVDV AMERICAN CENTY ETF TR 130,165.0 $13.6M 0.37% +19K +17.4% $104.20 +8.0%
31 WFC WELLS FARGO & CO Financial Services 154,312.0 $13.4M 0.37% +10K +6.9% $87.16 -3.3%
32 IVV ISHARES TR 17,078.0 $12.9M 0.35% +950.0 +5.9% $758.09 +1.9%
33 AVUS AMERICAN CENTY ETF TR 94,887.0 $12.2M 0.33% +3K +3.1% $128.51 +1.5%
34 V VISA INC Financial Services 34,628.0 $12.1M 0.33% +8K +30.5% $348.97 +9.0%
35 AVUV AMERICAN CENTY ETF TR 96,086.0 $11.9M 0.33% +18K +23.0% $123.95 +0.8%
36 VT VANGUARD INTL EQUITY INDEX F 69,490.0 $11.0M 0.30% +10K +17.5% $157.63 +2.2%
37 ABBV ABBVIE INC Healthcare 43,731.0 $10.8M 0.30% +524.0 +1.2% $248.08 +4.0%
38 XOM EXXON MOBIL CORP Energy 74,295.0 $10.3M 0.28% +7K +9.8% $138.88 +12.8%
39 CAT CATERPILLAR INC Industrials 10,012.0 $9.5M 0.26% +2K +17.6% $952.44 -14.8%
40 WMT WALMART INC Consumer Defensive 80,835.0 $9.2M 0.25% +4K +5.4% $113.90 -9.9%
Page 2 of 24  ·  463 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 37.1%
Financial Services 16.1%
Consumer Cyclical 9.1%
Healthcare 8.5%
Communication Services 8.3%
Industrials 7.6%
Consumer Defensive 4.1%
Energy 3.4%
Utilities 2.8%
Basic Materials 1.7%