Wedmont Private Capital Portfolio Holdings
Wedmont Private Capital
- $2.61 Billion
- Q3 2025
Wedmont Private Capital has filed its 13F form on October 08, 2025 for Q3 2025 where it was disclosed a total value porftolio of $2.61 Billion distributed in 788 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Ftse Developed Market with a value of $236M, Vanguard Ftse Emerging Mkts Et with a value of $153M, Vanguard Total Stock Market Et with a value of $130M, Vanguard Index Fds S&P 500 ETF with a value of $105M, and Ishares Tr with a value of $98.4M.
Examining the 13F form we can see an increase of $335M in the current position value, from $2.28B to 2.61B.
Below you can find more details about Wedmont Private Capital portfolio as well as his latest detailed transactions.
Portfolio value
$2.61 Billion
ETFs: $1.56 Billion
Technology: $403 Million
Financial Services: $148 Million
Communication Services: $121 Million
Consumer Cyclical: $107 Million
Healthcare: $79.8 Million
Industrials: $71.9 Million
Consumer Defensive: $42.7 Million
Other: $78.1 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 788
- Current Value $2.61 Billion
- Prior Value $2.28 Billion
- Filing
- Period Q3 2025
- Filing Date October 08, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 78 stocks
- Additional Purchases 489 stocks
- Sold out of 0 stocks
- Reduced holdings in 164 stocks