Wedmont Private Capital holds a diversified book of 838 reported positions worth $3.1B as of Q1 2026 (disclosed Apr 9, 2026, a ~9-day 13F lag). This quarter they opened Hinge Health Inc-A and trimmed Nvidia Corp. Their largest long position is Vanguard Ftse Developed ETF at 10% of the reported non-option book. Cloning the disclosed picks since 2022 would be +47% (+8.7%/yr). That is a simulation of the disclosed long book, not audited returns.
Growth of $10,000 cloning Wedmont Private Capital's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~9 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
37% mapped to company sectors
+5 sectors below the cut, 4% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Wedmont Private Capital
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Innovator Capital Management, LLC | 8 / 80 | $2.9B |
| Donor Advised Charitable Giving, Inc. | 12 / 80 | $4.5B |
| Hoffman, Alan N Investment Management | 9 / 80 | $161.9M |
| Swiss Re Ltd | 35 / 80 | $1.0B |
| Prospect Hill Management, LLC | 10 / 80 | $244.4M |
| Kearns & Associates LLC | 21 / 80 | $199.4M |
| Greenbrier Partners Capital Management, LLC | 8 / 80 | $1.2B |
| Draper Asset Management, LLC | 11 / 80 | $177.4M |
Ranked by the share of each fund's own book sitting in the names it shares with Wedmont Private Capital: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position'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 |
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.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | Apr 9, 2026 | 9d | 838 | $3.1B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 8, 2026 | 8d | 806 | $2.9B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 8, 2025 | 8d | 788 | $2.7B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 10, 2025 | 10d | 742 | $2.3B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 14, 2025 | 14d | 700 | $2.0B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 13, 2025 | 13d | 701 | $1.9B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 8, 2024 | 8d | 668 | $1.8B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Jul 15, 2024 | 15d | 642 | $1.6B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | Apr 10, 2024 | 10d | 605 | $1.4B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Jan 9, 2024 | 9d | 569 | $1.2B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Oct 10, 2023 | 10d | 504 | $988.8M | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Jul 17, 2023 | 17d | 494 | $928.6M | 13F-HR |
| Q1 2023 | Mar 31, 2023 | Apr 11, 2023 | 11d | 462 | $757.9M | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Jan 9, 2023 | 9d | 445 | $668.1M | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Oct 3, 2022 | 3d | 369 | $497.6M | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Jul 11, 2022 | 11d | 338 | $463.8M | 13F-HR |
| Q1 2022 | Mar 31, 2022 | Apr 5, 2022 | 5d | 319 | $448.4M | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Jan 14, 2022 | 14d | 240 | $324.4M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.