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Portfolio (Quarterly) Guide ↗

Wedmont Private Capital

· CIK 0001904274
13F Portfolio $3.1B AUM 838 positions Filed Apr 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 89 New 430 Added 211 Reduced 57 Exited
Page 3 of 22  ·  430 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IJH ISHARES TR 107,648.0 $7.6M 0.24% +4K +3.5% $70.53 +3.4%
42 VXF VANGUARD INDEX FDS 32,969.0 $7.1M 0.23% +18K +121.4% $214.79 +6.4%
43 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 6,799.0 $7.0M 0.23% +517.0 +8.2% $1030.31 +2.0%
44 VUG VANGUARD INDEX FDS 14,700.0 $6.7M 0.22% +2K +14.2% $456.91 -80.9%
45 CAT CATERPILLAR INC Industrials 8,512.0 $6.6M 0.21% +325.0 +4.0% $771.57 +12.2%
46 AMD ADVANCED MICRO DEVICES INC Technology 27,372.0 $6.3M 0.20% +3K +12.5% $231.82 +93.9%
47 MU MICRON TECHNOLOGY INC Technology 14,714.0 $6.0M 0.19% +1K +8.0% $406.74 +87.4%
48 VIG VANGUARD SPECIALIZED FUNDS 25,507.0 $5.7M 0.18% +247.0 +1.0% $221.94 +4.1%
49 IJR ISHARES TR 41,413.0 $5.4M 0.17% +1K +3.6% $129.83 +5.0%
50 GS GOLDMAN SACHS GROUP INC Financial Services 5,805.0 $5.3M 0.17% +219.0 +3.9% $905.81 +9.1%
51 PM PHILIP MORRIS INTL INC Consumer Defensive 31,998.0 $5.1M 0.17% +198.0 +0.6% $160.94 +17.2%
52 KO COCA COLA CO Consumer Defensive 66,582.0 $5.1M 0.17% +1K +2.0% $77.29 +5.0%
53 VBR VANGUARD INDEX FDS 21,122.0 $4.8M 0.15% +3K +17.1% $225.36 +2.4%
54 GILD GILEAD SCIENCES INC Healthcare 32,777.0 $4.6M 0.15% +15K +83.7% $141.54 -7.8%
55 VYM VANGUARD WHITEHALL FDS 30,183.0 $4.6M 0.15% +4K +14.6% $152.09 +3.4%
56 ADI ANALOG DEVICES INC Technology 12,957.0 $4.5M 0.14% +9K +194.5% $346.22 +11.0%
57 CSCO CISCO SYS INC Technology 51,459.0 $4.3M 0.14% +5K +10.4% $83.70 +41.2%
58 RTX RTX CORPORATION Industrials 21,044.0 $4.3M 0.14% +1K +6.8% $203.48 -14.1%
59 CVX CHEVRON CORPORATION Energy 21,095.0 $4.1M 0.13% +476.0 +2.3% $192.89 -1.0%
60 IWM ISHARES TR 15,324.0 $4.0M 0.13% +2K +18.8% $260.48 +8.5%
Page 3 of 22  ·  430 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 32.9%
Financial Services 15.0%
Communication Services 13.2%
Consumer Cyclical 9.0%
Healthcare 8.6%
Industrials 7.7%
Consumer Defensive 4.1%
Energy 3.7%
Utilities 2.9%
Basic Materials 1.9%