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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 2 of 42  ·  838 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SCHF SCHWAB STRATEGIC TR 1,036,722.0 $27.1M 0.88% $26.18 +4.5%
22 AVGO BROADCOM INC Technology 76,629.0 $26.9M 0.87% -966.0 -1.2% $350.63 +18.2%
23 QQQ INVESCO QQQ TR Financial Services 36,981.0 $22.4M 0.72% +11K +40.4% $606.09 +17.9%
24 VANGUARD CALIF TAX FREE FDS 194,623.0 $19.4M 0.63% +35K +21.6% $99.73
25 TSLA TESLA INC Consumer Cyclical 55,950.0 $19.2M 0.62% +1K +2.3% $343.25 +21.6%
26 BERKSHIRE HATHAWAY INC DEL 37,381.0 $17.9M 0.58% +431.0 +1.2% $479.75
27 USHY ISHARES TR 482,749.0 $17.9M 0.58% +41K +9.2% $37.11 -0.4%
28 VO VANGUARD INDEX FDS 59,116.0 $17.6M 0.57% +4K +7.2% $298.45 -74.1%
29 VB VANGUARD INDEX FDS 60,051.0 $16.4M 0.53% +2K +4.2% $273.10 +4.9%
30 JPM JPMORGAN CHASE & CO Financial Services 50,587.0 $15.6M 0.50% +3K +5.8% $307.97 -1.6%
31 SPY STATE STR SPDR S&P 500 ETF T Financial Services 22,292.0 $15.1M 0.49% +1K +6.0% $676.02 +9.9%
32 VEU VANGUARD INTL EQUITY INDEX F 189,589.0 $15.0M 0.48% +96K +101.8% $79.21 +4.3%
33 LLY ELI LILLY & CO Healthcare 14,822.0 $14.1M 0.46% +303.0 +2.1% $953.32 +9.3%
34 SCHB SCHWAB STRATEGIC TR 540,015.0 $14.1M 0.46% +37K +7.4% $26.12 +9.5%
35 VYMI VANGUARD WHITEHALL FDS 138,036.0 $13.6M 0.44% $98.23 +2.0%
36 GEV GE VERNOVA INC Utilities 13,747.0 $12.9M 0.41% +6K +75.6% $936.07 +11.5%
37 SCMB SCHWAB STRATEGIC TR 494,149.0 $12.7M 0.41% $25.60 -0.7%
38 VTV VANGUARD INDEX FDS 61,097.0 $12.3M 0.40% +28K +86.3% $201.98 +3.5%
39 WFC WELLS FARGO & CO Financial Services 144,393.0 $12.2M 0.39% -14K -9.0% $84.66 -10.5%
40 VV VANGUARD INDEX FDS 38,980.0 $12.1M 0.39% +3K +7.7% $310.52 +10.0%
Page 2 of 42  ·  838 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%