Wedmont Private Capital holds a focused book of 677 stocks worth $3.1B as of Q1 2026 (disclosed Apr 9, 2026, a ~45-day 13F lag). This quarter they opened HINGE HEALTH INC and trimmed NVIDIA CORPORATION. Their largest long position is VANGUARD REAL ESTATE ETF at 12% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1904274/holdings"
Use Arkolith to show Wedmont Private Capital's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
9% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $321.5M | 4.74M | 10.4% | ▲+10% Added · +432K sh | |
| 2 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $185.4M | 3.28M | 6.0% | ▲+8.4% Added · +254K sh | |
| 3 | Vanguard Index FDS TOTAL STK MKT | $158.6M | 475.3K | 5.1% | ▲+12% Added · +49K sh | |
| 4 | Vanguard Index FDS S&P 500 ETF SHS | $120.6M | 194.1K | 3.9% | ▲+3.3% Added · +6K sh | |
| 5 | Ishares TR CORE MSCI EAFE | $110.5M | 1.16M | 3.6% | ▲+4.5% Added · +50K sh | |
| 6 | Vanguard Scottsdale FDS TOTAL CORP BND | $104.5M | 1.36M | 3.4% | ▲+18% Added · +206K sh | |
| 7 | Ishares TR US TREAS BD ETF | $100.1M | 4.37M | 3.2% | ▲+14% Added · +545K sh | |
| 8 | Nvidia Corporation COM | $82.4M | 452.5K | 2.7% | ▼−1.2% Reduced · −6K sh | |
| 9 | Vanguard Mun BD FDS TAX EXEMPT BD | $79.6M | 1.59M | 2.6% | ▲+20% Added · +265K sh | |
| 10 | Apple Inc COM | $73.9M | 285.4K | 2.4% | ▲+0.9% Added · +3K sh | |
| 11 | Ishares Inc CORE MSCI EMKT | $66.4M | 896.1K | 2.1% | ▲+3.4% Added · +30K sh | |
| 12 | Ishares TR NATIONAL MUN ETF | $50.4M | 472.5K | 1.6% | ▲+1.5% Added · +7K sh | |
| 13 | Alphabet Inc CAP STK CL C | $50.2M | 159.6K | 1.6% | ▲+50% Added · +53K sh | |
| 14 | Alphabet Inc CAP STK CL A | $47.1M | 148.3K | 1.5% | ▲+40% Added · +42K sh | |
| 15 | Microsoft Corp COM | $39.8M | 106.2K | 1.3% | ▼−3.7% Reduced · −4K sh | |
| 16 | Amazon Com Inc COM | $37.5M | 169.4K | 1.2% | ▲+3.0% Added · +5K sh | |
| 17 | Palantir Technologies Inc CL A | $37.4M | 265.4K | 1.2% | ▲+0.7% Added · +2K sh | |
| 18 | Vanguard Charlotte FDS TOTAL INT BD ETF | $32.9M | 682.4K | 1.1% | ▲+9.1% Added · +57K sh | |
| 19 | Meta Platforms Inc CL A | $29.1M | 47.6K | 0.9% | ▲+1.1% Added · +539 sh | |
| 20 | Vanguard Intl Equity Index F FTSE SMCAP ETF | $27.8M | 180.9K | 0.9% | ▼−3.2% Reduced · −6K sh | |
| 21 | Schwab Strategic TR INTL EQTY ETF | $27.1M | 1.04M | 0.9% | ▲+0.1% Added · +2K sh | |
| 22 | Broadcom Inc COM | $26.9M | 76.6K | 0.9% | ▼−1.2% Reduced · −966 sh | |
| 23 | Invesco QQQ TR UNIT SER 1 | $22.4M | 37.0K | 0.7% | ▲+40% Added · +11K sh | |
| 24 | Vanguard Calif Tax Free FDS TAX EXEMPT BD FD | $19.4M | 194.6K | 0.6% | ▲+22% Added · +35K sh | |
| 25 | Tesla Inc COM | $19.2M | 56.0K | 0.6% | ▲+2.3% Added · +1K sh | |
| 26 | Berkshire Hathaway Inc Del CL B NEW | $17.9M | 37.4K | 0.6% | ▲+1.2% Added · +431 sh | |
| 27 | Ishares TR BROAD USD HIGH | $17.9M | 482.7K | 0.6% | ▲+9.2% Added · +41K sh | |
| 28 | Vanguard Index FDS MID CAP ETF | $17.6M | 59.1K | 0.6% | ▲+7.2% Added · +4K sh | |
| 29 | Vanguard Index FDS SMALL CP ETF | $16.4M | 60.1K | 0.5% | ▲+4.2% Added · +2K sh | |
| 30 | JPMorgan Chase & Co COM | $15.6M | 50.6K | 0.5% | ▲+5.8% Added · +3K sh | |
| 31 | State STR SPDR S&P 500 ETF T TR UNIT | $15.1M | 22.3K | 0.5% | ▲+6.0% Added · +1K sh | |
| 32 | Vanguard Intl Equity Index F ALLWRLD EX US | $15.0M | 189.6K | 0.5% | ▲+102% Added · +96K sh | |
| 33 | Eli Lilly & Co COM | $14.1M | 14.8K | 0.5% | ▲+2.1% Added · +303 sh | |
| 34 | Schwab Strategic TR US BRD MKT ETF | $14.1M | 540.0K | 0.5% | ▲+7.4% Added · +37K sh | |
| 35 | Vanguard Whitehall FDS INTL HIGH ETF | $13.6M | 138.0K | 0.4% | ▼−0.2% Reduced · −228 sh | |
| 36 | Ge Vernova Inc COM | $12.9M | 13.7K | 0.4% | ▲+76% Added · +6K sh | |
| 37 | Schwab Strategic TR MUN BD ETF | $12.7M | 494.1K | 0.4% | ▲+0.3% Added · +2K sh | |
| 38 | Vanguard Index FDS VALUE ETF | $12.3M | 61.1K | 0.4% | ▲+86% Added · +28K sh | |
| 39 | Wells Fargo & Co COM | $12.2M | 144.4K | 0.4% | ▼−9.0% Reduced · −14K sh | |
| 40 | Vanguard Index FDS LARGE CAP ETF | $12.1M | 39.0K | 0.4% | ▲+7.7% Added · +3K sh | |
| 41 | Vanguard Star FDS VG TL INTL STK F | $11.8M | 144.8K | 0.4% | ▲+9.3% Added · +12K sh | |
| 42 | Vanguard Whitehall FDS INTL DVD ETF | $11.7M | 127.7K | 0.4% | ▼−6.5% Reduced · −9K sh | |
| 43 | American Centy ETF TR INTL SMCP VLU | $11.7M | 110.9K | 0.4% | ▲+0.3% Added · +373 sh | |
| 44 | Ishares TR CORE S&P500 ETF | $11.0M | 16.1K | 0.4% | ▲+11% Added · +2K sh | |
| 45 | American Centy ETF TR US EQT ETF | $10.6M | 92.0K | 0.3% | ▲+0.3% Added · +322 sh | |
| 46 | Netflix Inc. COM | $10.6M | 106.6K | 0.3% | ▼−1.9% Reduced · −2K sh | |
| 47 | Exxon Mobil Corp COM | $10.6M | 67.7K | 0.3% | ▲+3.5% Added · +2K sh | |
| 48 | Vanguard World FD INF TECH ETF | $9.8M | 13.2K | 0.3% | ▲+5.3% Added · +667 sh | |
| 49 | Walmart Inc COM | $9.8M | 76.7K | 0.3% | ▲+4.5% Added · +3K sh | |
| 50 | Oracle Corp COM | $9.3M | 65.0K | 0.3% | ▼−23% Reduced · −19K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | Apr 9, 2026 | 838 | $3.1B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 8, 2026 | 806 | $2.9B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 8, 2025 | 788 | $2.7B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 10, 2025 | 742 | $2.3B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 14, 2025 | 700 | $2.0B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 13, 2025 | 701 | $1.9B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 8, 2024 | 668 | $1.8B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Jul 15, 2024 | 642 | $1.6B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | Apr 10, 2024 | 605 | $1.4B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Jan 9, 2024 | 569 | $1.2B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Oct 10, 2023 | 504 | $988.8M | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Jul 17, 2023 | 494 | $928.6M | 13F-HR |
| Q1 2023 | Mar 31, 2023 | Apr 11, 2023 | 462 | $757.9M | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Jan 9, 2023 | 445 | $668.1M | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Oct 3, 2022 | 369 | $497.6M | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Jul 11, 2022 | 338 | $463.8M | 13F-HR |
| Q1 2022 | Mar 31, 2022 | Apr 5, 2022 | 319 | $448.4M | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Jan 14, 2022 | 240 | $324.4M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.