1y return+17.1%S&P 500 +20.9%
3y return+50.6%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2021: $134 against $157 in the S&P 500.2
Wedmont Private CapitalS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| VEAVanguard Tax-managed Fds | $374.3M | 10.3% | +11.2% |
| VTIVanguard Index Fds | $216.8M | 5.9% | +22.4% |
| VWOVanguard Intl Equity Index F | $213.9M | 5.9% | +8.9% |
| VOOVanguard Index Fds | $142.7M | 3.9% | +5.9% |
| IEFAIshares Tr | $115.6M | 3.2% | +2.6% |
| VTCVanguard Scottsdale Fds | $111.6M | 3.1% | +8.4% |
| VTEBVanguard Mun Bd Fds | $109.1M | 3.0% | +36.5% |
| GOVTIshares Tr | $105.5M | 2.9% | +6.9% |
| NVDANvidia Corporation | $105.0M | 2.9% | +10.0% |
| AAPLApple Inc | $95.2M | 2.6% | +5.8% |
| IEMGIshares Inc | $73.0M | 2.0% | |
| GOOGLAlphabet Inc | $52.3M | 1.4% | −1.3% |
| MUBIshares Tr | $51.1M | 1.4% | +1.1% |
| GOOGAlphabet Inc | $48.7M | 1.3% | −14.0% |
| AMZNAmazon Com Inc | $43.0M | 1.2% | +3.4% |
| MSFTMicrosoft Corp | $39.3M | 1.1% | −4.0% |
| BNDXVanguard Charlotte Fds | $35.7M | 1.0% | +9.0% |
| PLTRPalantir Technologies Inc | $33.4M | 0.9% | |
| AVGOBroadcom Inc | $31.8M | 0.9% | +3.8% |
| METAMeta Platforms Inc | $30.4M | 0.8% | −4.6% |
| SCHFSchwab Strategic Tr | $30.2M | 0.8% | +5.8% |
| VSSVanguard Intl Equity Index F | $27.5M | 0.8% | −1.8% |
| QQQInvesco Qqq Tr | $26.0M | 0.7% | −2.9% |
| VXUSVanguard Star Fds | $25.7M | 0.7% | +107.9% |
| VEUVanguard Intl Equity Index F | $25.4M | 0.7% | +60.7% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| PLTRPalantir Technologies Inc | December 31, 2022 | +1717.3% | $33.4M |
| GEVGe Vernova Inc | March 31, 2024 | +759.1% | $15.3M |
| NVDANvidia Corporation | December 31, 2021 | +580.3% | $105.0M |
| AVGOBroadcom Inc | December 31, 2021 | +467.7% | $31.8M |
| LLYEli Lilly & Co | December 31, 2021 | +334.2% | $19.1M |
| AMDAdvanced Micro Devices Inc | December 31, 2021 | +303.7% | $15.7M |
| GOOGLAlphabet Inc | December 31, 2021 | +146.7% | $52.3M |
| GOOGAlphabet Inc | December 31, 2021 | +144.2% | $48.7M |
| VGTVanguard World Fd | December 31, 2021 | +108.7% | $13.9M |
| JPMJpmorgan Chase & Co | December 31, 2021 | +106.7% | $18.2M |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $2.2M
- SCHJSchwab Strategic Tr was $585K
- Carnival CorpCUSIP 143658300 was $545K
- EFXEquifax Inc was $470K
- CTRACoterra Energy Inc was $415K
- Accenture PLC IrelandCUSIP G1151C101 was $386K
- BSVVanguard Bd Index Fds was $359K
- Apellis Pharmaceuticals IncCUSIP 03753U106 was $357K
- CACICaci Intl Inc was $330K
- Topbuild CorCUSIP 89055F103 was $294K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.4% | +14.8% |
| March 31, 2026 | −2.3% | −4.6% |
| December 31, 2025 | +1.5% | +2.4% |
| September 30, 2025 | +7.0% | +7.8% |
| June 30, 2025 | +9.6% | +10.5% |
| March 31, 2025 | −1.8% | −4.6% |
| December 31, 2024 | −1.3% | +2.1% |
| September 30, 2024 | +5.7% | +5.4% |
| June 30, 2024 | +2.0% | +4.0% |
| March 31, 2024 | +6.7% | +10.0% |
| December 31, 2023 | +9.3% | +11.2% |
| September 30, 2023 | −3.9% | −3.6% |
| June 30, 2023 | +4.5% | +8.3% |
| March 31, 2023 | +5.7% | +7.0% |
| December 31, 2022 | +7.3% | +7.1% |
| September 30, 2022 | −6.6% | −5.3% |
| June 30, 2022 | −14.6% | −16.5% |
| March 31, 2022 | −6.1% | −4.9% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Wedmont Private Capital Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1904274&type=13F-HR&dateb=&owner=include&count=40CIK 1904274
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1904274/000190427426000005/Filed July 13, 2026 · accession 0001904274-26-000005