Wedmont Private Capital Portfolio Holdings
Wedmont Private Capital
- $2.73 Billion
- Q4 2025
Wedmont Private Capital has filed its 13F form on January 08, 2026 for Q4 2025 where it was disclosed a total value porftolio of $2.73 Billion distributed in 806 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Ftse Developed Market with a value of $264M, Vanguard Ftse Emerging Mkts Et with a value of $166M, Vanguard Total Stock Market Et with a value of $140M, Vanguard Index Fds S&P 500 ETF with a value of $116M, and Ishares Tr with a value of $98.4M.
Examining the 13F form we can see an increase of $118M in the current position value, from $2.61B to 2.73B.
Below you can find more details about Wedmont Private Capital portfolio as well as his latest detailed transactions.
Portfolio value
$2.73 Billion
ETFs: $1.67 Billion
Technology: $412 Million
Financial Services: $145 Million
Communication Services: $118 Million
Consumer Cyclical: $106 Million
Healthcare: $88.9 Million
Industrials: $71.9 Million
Consumer Defensive: $40.1 Million
Other: $75.7 Million
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 806
- Current Value $2.73 Billion
- Prior Value $2.61 Billion
- Filing
- Period Q4 2025
- Filing Date January 08, 2026
- Form Type 13F-HR
- Activity in Q4 2025
- New Purchases 64 stocks
- Additional Purchases 451 stocks
- Sold out of 0 stocks
- Reduced holdings in 250 stocks