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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 11  ·  212 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VOE VANGUARD INDEX FDS 16,537.0 $3.3M 0.09% -246.0 -1.5% $201.35 +3.2%
22 VNQ VANGUARD INDEX FDS 32,996.0 $3.2M 0.09% -7K -16.7% $97.32 +0.7%
23 MAR MARRIOTT INTL INC NEW Consumer Cyclical 7,787.0 $2.9M 0.08% -1K -13.1% $376.09 -5.5%
24 DGRO ISHARES TR 35,791.0 $2.8M 0.08% -1K -3.9% $77.06 +2.7%
25 HNGE HINGE HEALTH INC Healthcare 30,978.0 $2.8M 0.07% -102K -76.8% $88.80 +6.1%
26 SMH VANECK ETF TRUST 4,203.0 $2.6M 0.07% -79.0 -1.8% $610.97 -7.1%
27 T AT&T INC Communication Services 121,250.0 $2.6M 0.07% -7K -5.2% $21.13 +20.2%
28 CEG CONSTELLATION ENERGY CORP Utilities 10,172.0 $2.6M 0.07% -344.0 -3.3% $251.37 +12.2%
29 VONG VANGUARD SCOTTSDALE FDS 19,956.0 $2.5M 0.07% -475.0 -2.3% $127.57 -0.4%
30 VONV VANGUARD SCOTTSDALE FDS 23,465.0 $2.5M 0.07% -2K -7.1% $108.27 +4.1%
31 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 7,930.0 $2.3M 0.06% -89.0 -1.1% $285.37 +0.9%
32 ISRG INTUITIVE SURGICAL INC Healthcare 5,378.0 $2.2M 0.06% -906.0 -14.4% $406.78 -9.7%
33 ABT ABBOTT LABORATORIES Healthcare 23,000.0 $2.2M 0.06% -5K -17.6% $93.93 +19.2%
34 BKNG BOOKING HOLDINGS INC Consumer Cyclical 12,031.0 $2.1M 0.06% -1K -9.6% $178.39 +15.8%
35 EFA ISHARES TR 19,369.0 $2.0M 0.06% -999.0 -4.9% $104.33 +3.2%
36 CRM SALESFORCE INC Technology 12,110.0 $2.0M 0.05% -5K -30.4% $163.32 +51.6%
37 SCHW SCHWAB CHARLES CORP Financial Services 18,745.0 $1.9M 0.05% -160.0 -0.8% $103.12 +4.0%
38 ASML ASML HLDG NV Technology 1,036.0 $1.9M 0.05% -176.0 -14.5% $1797.32 -3.6%
39 UBER UBER TECHNOLOGIES INC Technology 24,665.0 $1.8M 0.05% -2K -6.3% $74.54 +2.6%
40 NET CLOUDFLARE INC Technology 6,372.0 $1.7M 0.05% -440.0 -6.5% $268.40 +13.5%
Page 2 of 11  ·  212 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%