Wedmont Private Capital

Investment Portfolio & 13F Holdings Analysis

About

Wedmont Private Capital is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 700 holdings worth $2.0 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-14
Total Holdings: 700
Total Value: 1950962611
Accession Number: 0001904274-25-000004
Form Type: 13F-HR
CIK: 0001904274
Manager Name: Wedmont Private Capital

Data Enrichment

87% identified

606 identified94 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

700 positions • $1,950,962.611K total value

700 positions

Manager:

SEC FilingSEC DataHachi Filing

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921943858

VEA|921943858

3306390(+5.7%)

Value:

$163.4B(+9.9%)

922042858

VWO|922042858

2458408(+8.4%)

Value:

$106.0B(+9.1%)

922908769

VTI|922908769

333135(-0.9%)

Value:

$87.2B(-9.7%)

46432F842

IEFA|46432F842

1116274(+12.2%)

Value:

$81.9B(+18.0%)

922908363

VOO|922908363

161780(-2.9%)

Value:

$79.4B(-10.8%)

92206C573

999491(+8.6%)

Value:

$74.7B(+8.3%)

46429B267

2997326(+8.6%)

Value:

$67.9B(+10.4%)

922907746

VTEB|922907746

1365745(+12.3%)

Value:

$65.7B(+8.8%)

Apple Inc.

AAPL|037833100

260718(+4.0%)

Value:

$51.7B(-13.0%)

NVIDIA CORP

NVDA|67066G104

414908(+3.5%)

Value:

$46.0B(-15.5%)

46434G103

IEMG|46434G103

845765(+19.4%)

Value:

$43.7B(+20.5%)

MICROSOFT CORP

MSFT|594918104

99061(-1.8%)

Value:

$38.5B(-8.9%)

464288414

MUB|464288414

349835(+19.2%)

Value:

$35.8B(+15.5%)

AMAZON COM INC

AMZN|023135106

160599(+14.5%)

Value:

$29.7B(-3.3%)

92203J407

BNDX|92203J407

514152(+6.7%)

Value:

$25.1B(+7.5%)

Meta Platforms, Inc.

META|30303M102

45637(+5.0%)

Value:

$24.8B(-7.3%)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

39184(+32.0%)

Value:

$20.5B(+56.3%)

922042718

VSS|922042718

177367(+8.8%)

Value:

$20.1B(+10.2%)

808524805

SCHF|808524805

911946(+38.1%)

Value:

$17.5B(+44.2%)

Alphabet Inc.

GOOG|02079K107

95213(+7.2%)

Value:

$15.2B(-11.6%)

Instrument	Shares		Other Manager	Value
(VEAcusip921943858)	3.3M	QoQ +5.69% (+178.0K) YoY +25.27% (+667.2K)	All Managers (Combined)	$163.4M	QoQ +9.87% (+$14.7M) YoY +23.89% (+$31.5M)
(VWOcusip922042858)	2.5M	QoQ +8.37% (+190.1K) YoY +48.55% (+803.5K)	All Managers (Combined)	$106.0M	QoQ +9.11% (+$8.9M) YoY +49.77% (+$35.2M)
(VTIcusip922908769)	333.1K	QoQ -0.88% (-3.0K) YoY +42.55% (+99.4K)	All Managers (Combined)	$87.2M	QoQ -9.70% (-$9.4M) YoY +44.70% (+$26.9M)
(IEFAcusip46432F842)	1.1M	QoQ +12.18% (+121.2K) YoY +74.36% (+476.1K)	All Managers (Combined)	$81.9M	QoQ +18.00% (+$12.5M) YoY +73.30% (+$34.6M)
(VOOcusip922908363)	161.8K	QoQ -2.93% (-4.9K) YoY +31.21% (+38.5K)	All Managers (Combined)	$79.4M	QoQ -10.81% (-$9.6M) YoY +34.86% (+$20.5M)
(cusip92206C573)✕	999.5K	QoQ +8.64% (+79.5K) YoY +54.37% (+352.0K)	All Managers (Combined)	$74.7M	QoQ +8.35% (+$5.8M) YoY +52.03% (+$25.6M)
(cusip46429B267)✕	3.0M	QoQ +8.60% (+237.4K) YoY +60.61% (+1.1M)	All Managers (Combined)	$67.9M	QoQ +10.40% (+$6.4M) YoY +61.68% (+$25.9M)
(VTEBcusip922907746)	1.4M	QoQ +12.34% (+150.1K) YoY +77.95% (+598.3K)	All Managers (Combined)	$65.7M	QoQ +8.77% (+$5.3M) YoY +70.82% (+$27.3M)
Apple Inc.(AAPLcusip037833100)	260.7K	QoQ +4.01% (-10.1K) YoY +34.26% (+66.5K)	All Managers (Combined)	$51.7M	QoQ -12.98% (-$7.7M) YoY +56.80% (+$18.7M)
Nvidia Corp(NVDAcusip67066G104)	414.9K	QoQ +3.48% (-14.0K) YoY +1207.74% (+383.2K)	All Managers (Combined)	$46.0M	QoQ -15.53% (-$8.5M) YoY +69.95% (+$18.9M)
(IEMGcusip46434G103)	845.8K	QoQ +19.37% (+137.3K) YoY +53.68% (+295.4K)	All Managers (Combined)	$43.7M	QoQ +20.47% (+$7.4M) YoY +51.07% (+$14.8M)
Microsoft Corp(MSFTcusip594918104)	99.1K	QoQ -1.80% (-1.8K) YoY +23.44% (+18.8K)	All Managers (Combined)	$38.5M	QoQ -8.95% (-$3.8M) YoY +12.48% (+$4.3M)
(MUBcusip464288414)	349.8K	QoQ +19.23% (+56.4K) YoY +72.80% (+147.4K)	All Managers (Combined)	$35.8M	QoQ +15.46% (+$4.8M) YoY +65.39% (+$14.2M)
Amazon Com Inc(AMZNcusip023135106)	160.6K	QoQ +14.50% (-20.3K) YoY +42.28% (+47.7K)	All Managers (Combined)	$29.7M	QoQ -3.31% (-$1.0M) YoY +41.67% (+$8.7M)
(BNDXcusip92203J407)	514.2K	QoQ +6.67% (+32.2K) YoY +39.71% (+146.2K)	All Managers (Combined)	$25.1M	QoQ +7.49% (+$1.8M) YoY +39.43% (+$7.1M)
Meta Platforms, Inc.(METAcusip30303M102)	45.6K	QoQ +5.01% (-2.2K) YoY +41.20% (+13.3K)	All Managers (Combined)	$24.8M	QoQ -7.31% (-$2.0M) YoY +48.48% (+$8.1M)
Berkshire Hathaway Inc(BRK-Bcusip084670702)	39.2K	QoQ +31.97% (+9.5K) YoY +59.08% (+14.6K)	All Managers (Combined)	$20.5M	QoQ +56.26% (+$7.4M) YoY +101.05% (+$10.3M)
(VSScusip922042718)	177.4K	QoQ +8.78% (+14.3K) YoY +40.30% (+50.9K)	All Managers (Combined)	$20.1M	QoQ +10.23% (+$1.9M) YoY +34.84% (+$5.2M)
(SCHFcusip808524805)	911.9K	QoQ +38.08% (+251.5K) YoY +246.07% (+648.4K)	All Managers (Combined)	$17.5M	QoQ +44.23% (+$5.4M) YoY +71.25% (+$7.3M)
Alphabet Inc.(GOOGcusip02079K107)	95.2K	QoQ +7.17% (-6.4K) YoY +17.18% (+14.0K)	All Managers (Combined)	$15.2M	QoQ -11.56% (-$2.0M) YoY +18.11% (+$2.3M)