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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 3 of 24  ·  463 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IDEV ISHARES TR 95,637.0 $8.6M 0.23% +2K +2.1% $89.62 +3.9%
42 AMAT APPLIED MATLS INC Technology 13,803.0 $8.3M 0.23% +397.0 +3.0% $602.48 -21.4%
43 IJH ISHARES TR 109,841.0 $8.3M 0.23% +2K +2.0% $75.67 +1.2%
44 VXF VANGUARD INDEX FDS 33,978.0 $8.2M 0.23% +1K +3.1% $241.44 +1.6%
45 VUG VANGUARD INDEX FDS 87,738.0 $7.7M 0.21% +73K +496.9% $87.40 +1.2%
46 SCHD SCHWAB STRATEGIC TR 222,110.0 $7.2M 0.20% +122K +121.0% $32.40 +7.8%
47 SUB ISHARES TR 65,948.0 $7.0M 0.19% +52K +377.4% $106.32 +0.1%
48 SPMO INVESCO EXCH TRADED FD TR II 45,348.0 $7.0M 0.19% +22K +97.5% $153.75 -3.9%
49 GE GE AEROSPACE Industrials 19,322.0 $6.9M 0.19% +645.0 +3.5% $359.27 -3.6%
50 PM PHILIP MORRIS INTL INC Consumer Defensive 36,545.0 $6.6M 0.18% +5K +14.2% $181.62 +6.2%
51 IJR ISHARES TR 45,473.0 $6.6M 0.18% +4K +9.8% $145.56 +0.9%
52 CSCO CISCO SYS INC Technology 54,110.0 $6.6M 0.18% +3K +5.2% $121.31 -7.9%
53 AVEM AMERICAN CENTY ETF TR 69,313.0 $6.5M 0.18% +20K +40.8% $94.14 +0.9%
54 VIG VANGUARD SPECIALIZED FUNDS 26,677.0 $6.4M 0.17% +1K +4.6% $238.84 +1.9%
55 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 6,879.0 $6.3M 0.17% +80.0 +1.2% $916.30 +2.9%
56 GS GOLDMAN SACHS GROUP INC Financial Services 5,942.0 $6.3M 0.17% +137.0 +2.4% $1055.14 -1.4%
57 LRCX LAM RESEARCH CORP Technology 17,732.0 $6.2M 0.17% +247.0 +1.4% $350.33 -10.2%
58 MA MASTERCARD INCORPORATED Financial Services 11,212.0 $5.9M 0.16% +149.0 +1.4% $526.72 +12.6%
59 VCIT VANGUARD SCOTTSDALE FDS 71,749.0 $5.9M 0.16% +49K +215.0% $81.81 -0.4%
60 KO COCA COLA CO Consumer Defensive 69,092.0 $5.8M 0.16% +3K +3.8% $83.49 +7.7%
Page 3 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%