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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 7 of 48  ·  952 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 7,941.0 $3.4M 0.10% -752.0 -8.7% $434.11 -1.9%
122 DFAC DIMENSIONAL ETF TRUST 76,679.0 $3.4M 0.09% $44.61 +2.5%
123 CRWD CROWDSTRIKE HLDGS INC Technology 17,964.0 $3.4M 0.09% +13K +297.1% $46.80 +376.8%
124 VOE VANGUARD INDEX FDS 16,537.0 $3.3M 0.09% -246.0 -1.5% $201.35 +3.3%
125 PWR QUANTA SVCS INC Industrials 5,056.0 $3.3M 0.09% $658.56 -5.6%
126 MRVL MARVELL TECHNOLOGY INC Technology 13,789.0 $3.3M 0.09% +715.0 +5.5% $235.82 +3.5%
127 MS MORGAN STANLEY Financial Services 14,551.0 $3.2M 0.09% +125.0 +0.9% $222.27 -3.5%
128 VGSH VANGUARD SCOTTSDALE FDS 55,448.0 $3.2M 0.09% +498.0 +0.9% $58.04 +0.2%
129 VNQ VANGUARD INDEX FDS 32,996.0 $3.2M 0.09% -7K -16.7% $97.32 +0.6%
130 PANW PALO ALTO NETWORKS INC Technology 9,833.0 $3.2M 0.09% +737.0 +8.1% $325.91 +15.2%
131 AMGN AMGEN INC Healthcare 8,666.0 $3.1M 0.09% +231.0 +2.7% $363.40 +21.0%
132 PGR PROGRESSIVE CORP Financial Services 13,293.0 $3.1M 0.08% +6K +72.9% $230.72 -6.0%
133 AVES AMERICAN CENTY ETF TR 46,577.0 $3.1M 0.08% +483.0 +1.1% $65.63 +1.0%
134 TJX TJX COS INC NEW Consumer Cyclical 19,980.0 $3.0M 0.08% +422.0 +2.2% $151.34 -10.6%
135 IWV ISHARES TR 6,843.0 $2.9M 0.08% $429.59 +2.1%
136 MAR MARRIOTT INTL INC NEW Consumer Cyclical 7,787.0 $2.9M 0.08% -1K -13.1% $376.09 -5.3%
137 FTC FIRST TR EXCHANGE-TRADED ALP 15,400.0 $2.8M 0.08% $184.36 -2.0%
138 VCSH VANGUARD SCOTTSDALE FDS 35,554.0 $2.8M 0.08% $78.61 +0.2%
139 DGRO ISHARES TR 35,791.0 $2.8M 0.08% -1K -3.9% $77.06 +3.0%
140 HNGE HINGE HEALTH INC Healthcare 30,978.0 $2.8M 0.07% -102K -76.8% $88.80 +5.3%
Page 7 of 48  ·  952 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%