Wedmont Private Capital

WEST CHESTER, PA · CIK 1904274 · 13F filing filed 2026-07-13

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyWest Chester, PA

$3.6bn reported value +17.6% vs Q1 2026

949positions

43.6%in top 10

145 new 513 added 230 reduced 34 sold out vs Q1 2026

Options: 2 call positions ($220.3k notional), 1 put positions ($97.9k notional) – listed below, not included above.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	5,272,522	$374.3m10.27%	10.27%	Added +531.7k	+531,746 11.2%
2	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	581,799	$216.8m5.95%	5.95%	Added +106.5k	+106,524 22.4%
3	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	3,571,670	$213.9m5.87%	5.87%	Added +290.8k	+290,807 8.9%
4	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	205,604	$142.7m3.91%	3.91%	Added +11.5k	+11,536 5.9%
5	ISHARES TR CORE MSCI EAFE IEFA	IEFA	1,188,881	$115.6m3.17%	3.17%	Added +30.6k	+30,629 2.6%
6	VANGUARD SCOTTSDALE FDS TOTAL CORP BND VTC	VTC	1,469,754	$111.6m3.06%	3.06%	Added +113.5k	+113,469 8.4%
7	VANGUARD MUN BD FDS TAX EXEMPT BD VTEB	VTEB	2,167,958	$109.1m2.99%	2.99%	Added +580.2k	+580,171 36.5%
8	ISHARES TR US TREAS BD ETF GOVT	GOVT	4,672,099	$105.5m2.89%	2.89%	Added +301.7k	+301,698 6.9%
9	NVIDIA CORPORATION COM NVDA	NVDA	497,890	$105.0m2.88%	2.88%	Added +45.4k	+45,357 10.0%
10	APPLE INC COM AAPL	AAPL	301,877	$95.2m2.61%	2.61%	Added +16.5k	+16,505 5.8%
11	ISHARES INC CORE MSCI EMKT IEMG	IEMG	897,981	$73.0m2.00%	2.00%	Added +1.8k	+1,841 0.2%
12	ALPHABET INC CAP STK CL A GOOGL	GOOGL	146,365	$52.3m1.43%	1.43%	Reduced -2.0k	-1,979 -1.3%
13	ISHARES TR NATIONAL MUN ETF MUB	MUB	477,489	$51.1m1.40%	1.40%	Added +5.0k	+5,016 1.1%
14	ALPHABET INC CAP STK CL C GOOG	GOOG	137,306	$48.7m1.34%	1.34%	Reduced -22.3k	-22,299 -14.0%
15	AMAZON COM INC COM AMZN	AMZN	175,224	$43.0m1.18%	1.18%	Added +5.8k	+5,821 3.4%
16	MICROSOFT CORP COM MSFT	MSFT	101,962	$39.3m1.08%	1.08%	Reduced -4.3k	-4,261 -4.0%
17	VANGUARD CHARLOTTE FDS TOTAL INT BD ETF BNDX	BNDX	743,512	$35.7m0.98%	0.98%	Added +61.1k	+61,086 8.9%
18	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	263,251	$33.4m0.92%	0.92%	Reduced -2.1k	-2,122 -0.8%
19	BROADCOM INC COM AVGO	AVGO	79,525	$31.8m0.87%	0.87%	Added +2.9k	+2,896 3.8%
20	META PLATFORMS INC CL A META	META	45,383	$30.4m0.83%	0.83%	Reduced -2.2k	-2,210 -4.6%
21	SCHWAB STRATEGIC TR INTL EQTY ETF SCHF	SCHF	1,096,412	$30.2m0.83%	0.83%	Added +59.7k	+59,690 5.8%
22	VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF VSS	VSS	177,618	$27.5m0.75%	0.75%	Reduced -3.3k	-3,254 -1.8%
23	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	35,895	$26.0m0.71%	0.71%	Reduced -1.1k	-1,086 -2.9%
24	VANGUARD STAR FDS VG TL INTL STK F VXUS	VXUS	301,098	$25.7m0.70%	0.70%	Added +156.3k	+156,287 107.9%
25	VANGUARD INTL EQUITY INDEX F ALLWRLD EX US VEU	VEU	304,741	$25.4m0.70%	0.70%	Added +115.2k	+115,152 60.7%
26	VANGUARD CALIF TAX FREE FDS TAX EXEMPT BD FD VTEC	VTEC	244,141	$24.4m0.67%	0.67%	Added +49.5k	+49,518 25.4%
27	TESLA INC COM TSLA	TSLA	56,016	$22.8m0.63%	0.63%	Added +66	+66 0.1%
28	ISHARES TR BROAD USD HIGH USHY	USHY	531,621	$19.6m0.54%	0.54%	Added +48.9k	+48,872 10.1%
29	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	39,346	$19.4m0.53%	0.53%	Added +2.0k	+1,965 5.3%
30	VANGUARD INDEX FDS MID CAP ETF VO	VO	237,501	$19.2m0.53%	0.53%	Added +1.0k	+1,037 0.4%
31	ELI LILLY & CO COM LLY	LLY	16,064	$19.1m0.52%	0.52%	Added +1.2k	+1,242 8.4%
32	JPMORGAN CHASE & CO COM JPM	JPM	54,011	$18.2m0.50%	0.50%	Added +3.4k	+3,424 6.8%
33	VANGUARD INDEX FDS SMALL CP ETF VB	VB	60,211	$18.0m0.49%	0.49%	Added +160	+160 0.3%
34	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	23,305	$17.6m0.48%	0.48%	Added +1.0k	+1,013 4.5%
35	MICRON TECHNOLOGY INC COM MU	MU	17,183	$16.8m0.46%	0.46%	Added +2.5k	+2,469 16.8%
36	SCHWAB STRATEGIC TR US BRD MKT ETF SCHB	SCHB	540,035	$15.8m0.43%	0.43%	Added +20	+20 0.0%
37	ADVANCED MICRO DEVICES INC COM AMD	AMD	28,201	$15.7m0.43%	0.43%	Added +829	+829 3.0%
38	GE VERNOVA INC COM GEV	GEV	14,045	$15.3m0.42%	0.42%	Added +298	+298 2.2%
39	VANGUARD WHITEHALL FDS INTL HIGH ETF VYMI	VYMI	138,786	$14.0m0.38%	0.38%	Added +750	+750 0.5%
40	VANGUARD WORLD FD INF TECH ETF VGT	VGT	117,506	$13.9m0.38%	0.38%	Added +11.8k	+11,834 11.2%
41	AMERICAN CENTY ETF TR INTL SMCP VLU AVDV	AVDV	130,165	$13.6m0.37%	0.37%	Added +19.3k	+19,281 17.4%
42	VANGUARD INDEX FDS LARGE CAP ETF VV	VV	38,862	$13.5m0.37%	0.37%	Reduced -118	-118 -0.3%
43	WELLS FARGO CO NEW COM WFC	WFC	154,312	$13.4m0.37%	0.37%	Added +9.9k	+9,919 6.9%
44	VANGUARD INDEX FDS VALUE ETF VTV	VTV	60,866	$13.3m0.37%	0.37%	Reduced -231	-231 -0.4%
45	ISHARES TR CORE S&P500 ETF IVV	IVV	17,078	$12.9m0.36%	0.36%	Added +950	+950 5.9%
46	SCHWAB STRATEGIC TR MUN BD ETF SCMB	SCMB	494,540	$12.7m0.35%	0.35%	Added +391	+391 0.1%
47	AMERICAN CENTY ETF TR US EQT ETF AVUS	AVUS	94,887	$12.2m0.33%	0.33%	Added +2.9k	+2,865 3.1%
48	VISA INC COM CL A V	V	34,628	$12.1m0.33%	0.33%	Added +8.1k	+8,094 30.5%
49	AMERICAN CENTY ETF TR US SML CP VALU AVUV	AVUV	96,086	$11.9m0.33%	0.33%	Added +17.9k	+17,942 23.0%
50	VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF VT	VT	69,490	$11.0m0.30%	0.30%	Added +10.3k	+10,331 17.5%
51	ABBVIE INC COM ABBV	ABBV	43,731	$10.8m0.30%	0.30%	Added +524	+524 1.2%
52	VANGUARD WHITEHALL FDS INTL DVD ETF VIGI	VIGI	113,919	$10.8m0.30%	0.30%	Reduced -13.8k	-13,789 -10.8%
53	EXXON MOBIL CORP COM XOM	XOM	74,295	$10.3m0.28%	0.28%	Added +6.6k	+6,623 9.8%
54	SCHWAB STRATEGIC TR EMRG MKTEQ ETF SCHE	SCHE	262,436	$9.6m0.26%	0.26%	Reduced -2.1k	-2,131 -0.8%
55	CATERPILLAR INC COM CAT	CAT	10,012	$9.5m0.26%	0.26%	Added +1.5k	+1,500 17.6%
56	WALMART INC COM WMT	WMT	80,835	$9.2m0.25%	0.25%	Added +4.2k	+4,171 5.4%
57	ORACLE CORP COM ORCL	ORCL	65,076	$9.2m0.25%	0.25%	Added +53	+53 0.1%
58	JOHNSON & JOHNSON COM JNJ	JNJ	34,052	$8.8m0.24%	0.24%	Reduced -392	-392 -1.1%
59	ISHARES TR CORE MSCI INTL IDEV	IDEV	95,637	$8.6m0.24%	0.24%	Added +1.9k	+1,927 2.1%
60	APPLIED MATLS INC COM AMAT	AMAT	13,803	$8.3m0.23%	0.23%	Added +397	+397 3.0%
61	ISHARES TR CORE S&P MCP ETF IJH	IJH	109,841	$8.3m0.23%	0.23%	Added +2.2k	+2,193 2.0%
62	VANGUARD INDEX FDS EXTEND MKT ETF VXF	VXF	33,978	$8.2m0.23%	0.23%	Added +1.0k	+1,009 3.1%
63	ISHARES TR CALIF MUN BD ETF CMF	CMF	142,052	$8.1m0.22%	0.22%	Added +8	+8 0.0%
64	NETFLIX INC COM NFLX	NFLX	106,863	$7.8m0.22%	0.22%	Added +221	+221 0.2%
65	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	87,738	$7.7m0.21%	0.21%	Reduced -462	-462 -0.5%
66	REVOLUTION MEDICINES INC COM RVMD	RVMD	40,281	$7.5m0.21%	0.21%	Added +50	+50 0.1%
67	ISHARES TR CORE S&P TTL STK ITOT	ITOT	44,527	$7.4m0.20%	0.20%	Reduced -1.8k	-1,816 -3.9%
68	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	222,110	$7.2m0.20%	0.20%	Added +121.6k	+121,591 121.0%
69	SCHWAB STRATEGIC TR INTL SCEQT ETF SCHC	SCHC	146,761	$7.1m0.19%	0.19%	Reduced -4.3k	-4,310 -2.9%
70	ISHARES TR SHRT NAT MUN ETF SUB	SUB	65,948	$7.0m0.19%	0.19%	Added +52.1k	+52,135 377.4%
71	INVESCO EXCH TRADED FD TR II S&P 500 MOMNTM SPMO	SPMO	45,348	$7.0m0.19%	0.19%	Added +22.4k	+22,385 97.5%
72	GE AEROSPACE COM NEW GE	GE	19,322	$6.9m0.19%	0.19%	Added +645	+645 3.5%
73	PHILIP MORRIS INTL INC COM PM	PM	36,545	$6.6m0.18%	0.18%	Added +4.5k	+4,547 14.2%
74	ISHARES TR CORE S&P SCP ETF IJR	IJR	45,473	$6.6m0.18%	0.18%	Added +4.1k	+4,060 9.8%
75	CISCO SYS INC COM CSCO	CSCO	54,110	$6.6m0.18%	0.18%	Added +2.7k	+2,651 5.2%
76	AMERICAN CENTY ETF TR AVANTIS EMGMKT AVEM	AVEM	69,313	$6.5m0.18%	0.18%	Added +20.1k	+20,083 40.8%
77	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	26,677	$6.4m0.17%	0.17%	Added +1.2k	+1,170 4.6%
78	AMERICAN CENTY ETF TR INTL EQT ETF AVDE	AVDE	70,581	$6.4m0.17%	0.17%	Reduced -280	-280 -0.4%
79	COSTCO WHSL CORP NEW COM COST	COST	6,879	$6.3m0.17%	0.17%	Added +80	+80 1.2%
80	GOLDMAN SACHS GROUP INC COM GS	GS	5,942	$6.3m0.17%	0.17%	Added +137	+137 2.4%
81	NEWMONT CORP COM NEM	NEM	65,274	$6.2m0.17%	0.17%	Added +53	+53 0.1%
82	LAM RESEARCH CORP COM NEW LRCX	LRCX	17,732	$6.2m0.17%	0.17%	Added +247	+247 1.4%
83	MASTERCARD INCORPORATED CL A MA	MA	11,212	$5.9m0.16%	0.16%	Added +149	+149 1.4%
84	VANGUARD SCOTTSDALE FDS INT-TERM CORP VCIT	VCIT	71,749	$5.9m0.16%	0.16%	Added +49.0k	+48,969 215.0%
85	COCA COLA CO COM KO	KO	69,092	$5.8m0.16%	0.16%	Added +2.5k	+2,510 3.8%
86	UNITEDHEALTH GROUP INC COM UNH	UNH	13,166	$5.6m0.15%	0.15%	Added +122	+122 0.9%
87	SANDISK CORP COM SNDK	SNDK	2,845	$5.5m0.15%	0.15%	Added +348	+348 13.9%
88	ISHARES TR RUSSELL 2000 ETF IWM	IWM	17,876	$5.3m0.15%	0.15%	Added +2.6k	+2,552 16.6%
89	ANALOG DEVICES INC COM ADI	ADI	13,312	$5.3m0.14%	0.14%	Added +355	+355 2.7%
90	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	32,269	$5.2m0.14%	0.14%	Added +2.1k	+2,086 6.9%
91	AMERICAN CENTY ETF TR INTERNATIONAL LR AVIV	AVIV	64,739	$5.1m0.14%	0.14%	Added +23.8k	+23,817 58.2%
92	ISHARES TR NEW YORK MUN ETF NYF	NYF	94,537	$5.1m0.14%	0.14%	Added +36.0k	+35,975 61.4%
93	VANGUARD INDEX FDS SM CP VAL ETF VBR	VBR	20,206	$4.9m0.13%	0.13%	Reduced -916	-916 -4.3%
94	KLA CORP COM NEW KLAC	KLAC	20,136	$4.7m0.13%	0.13%	Added +706	+706 3.6%
95	BANK AMERICA CORP COM BAC	BAC	76,386	$4.6m0.13%	0.13%	Added +4.4k	+4,368 6.1%
96	ISHARES TR S&P 500 GRWT ETF IVW	IVW	32,822	$4.5m0.12%	0.12%	Reduced -220	-220 -0.7%
97	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	24,453	$4.5m0.12%	0.12%	Added +11	+11 0.1%
98	BERKSHIRE HATHAWAY INC DEL CL A BRK.A	BRK.A	6	$4.4m0.12%	0.12%	Unchanged
99	ARISTA NETWORKS INC COM SHS ANET	ANET	23,703	$4.4m0.12%	0.12%	Added +841	+841 3.7%
100	AMERICAN EXPRESS CO COM AXP	AXP	12,631	$4.4m0.12%	0.12%	Added +459	+459 3.8%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
HONEYWELL INTL INC		4,752	$2.2m4.8k shares
SCHWAB STRATEGIC TR SCHJ	SCHJ	23,674	$585.2k23.7k shares
CARNIVAL CORP		19,460	$545.5k19.5k shares
EQUIFAX INC EFX	EFX	2,549	$470.0k2.5k shares
COTERRA ENERGY INC CTRA	CTRA	12,409	$415.2k12.4k shares
ACCENTURE PLC IRELAND ACN	ACN	1,992	$386.1k2.0k shares
VANGUARD BD INDEX FDS BSV	BSV	4,585	$358.9k4.6k shares
APELLIS PHARMACEUTICALS INC APLS	APLS	8,762	$356.5k8.8k shares
CACI INTL INC CACI	CACI	571	$330.3k571 shares
TOPBUILD CORP BLD	BLD	771	$294.2k771 shares
VANGUARD BD INDEX FDS VUSB	VUSB	5,859	$291.1k5.9k shares
FISERV INC FISV	FISV	5,006	$283.5k5.0k shares
SMITH A O CORP AOS	AOS	4,061	$271.1k4.1k shares
FRANKLIN TEMPLETON ETF TR FLJH	FLJH	6,114	$261.5k6.1k shares
VANGUARD WORLD FD VOX	VOX	1,391	$261.1k1.4k shares
LAS VEGAS SANDS CORP LVS	LVS	4,777	$260.8k4.8k shares
MCCORMICK & CO INC MKC	MKC	5,087	$256.9k5.1k shares
ISHARES TR USIG	USIG	4,899	$251.7k4.9k shares
METTLER TOLEDO INTERNATIONAL MTD	MTD	190	$251.3k190 shares
ISHARES TR EUFN	EUFN	6,707	$249.3k6.7k shares
ISHARES TR IWN	IWN	1,230	$244.0k1.2k shares
SPDR SER TR SPBO	SPBO	8,186	$238.4k8.2k shares
BIOMARIN PHARMACEUTICAL INC BMRN	BMRN	4,084	$233.6k4.1k shares
TRIMBLE INC TRMB	TRMB	3,500	$233.6k3.5k shares
LAZARD ACTIVE ETF TR IDEQ	IDEQ	6,905	$232.5k6.9k shares

Options (notional value)

Underlying	Ticker	Type	Shares controlled	Notional	Change
TESLA INC TSLA · Call	TSLA	Call	300	$122.3k300 shares	New
MICRON TECHNOLOGY INC MU · Call	MU	Call	100	$97.9k100 shares	New
MICRON TECHNOLOGY INC MU · Put	MU	Put	100	$97.9k100 shares	New