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Portfolio (Quarterly) Guide ↗

Wedmont Private Capital

· CIK 0001904274
13F Portfolio $2.9B AUM 806 positions Filed Jan 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 806 New
Page 2 of 41  ·  806 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AVGO BROADCOM INC Technology 77,595.0 $26.7M 0.93% NEW $343.50 +23.8%
22 SCHF SCHWAB STRATEGIC TR 1,035,169.0 $25.5M 0.89% NEW $24.62 +8.4%
23 TSLA TESLA INC Consumer Cyclical 54,703.0 $23.6M 0.82% NEW $431.41 +2.8%
24 BERKSHIRE HATHAWAY INC DEL 36,950.0 $18.3M 0.64% NEW $496.12
25 USHY ISHARES TR 441,908.0 $16.6M 0.58% NEW $37.52 -1.9%
26 QQQ INVESCO QQQ TR Financial Services 26,349.0 $16.4M 0.57% NEW $624.02 +13.6%
27 VO VANGUARD INDEX FDS 55,132.0 $16.3M 0.57% NEW $295.75 -74.1%
28 ORCL ORACLE CORP Technology 84,262.0 $16.2M 0.56% NEW $192.84 +1.4%
29 VANGUARD CALIF TAX FREE FDS 160,113.0 $16.1M 0.56% NEW $100.68
30 LLY ELI LILLY & CO Healthcare 14,519.0 $16.1M 0.56% NEW $1108.08 -9.1%
31 JPM JPMORGAN CHASE & CO. Financial Services 47,811.0 $15.6M 0.54% NEW $326.99 -8.3%
32 VB VANGUARD INDEX FDS 57,607.0 $15.4M 0.54% NEW $267.47 +5.4%
33 WFC WELLS FARGO CO NEW Financial Services 158,679.0 $15.0M 0.52% NEW $94.29 -21.7%
34 SPY SPDR S&P 500 ETF TR Financial Services 21,039.0 $14.5M 0.50% NEW $689.57 +7.2%
35 SCHB SCHWAB STRATEGIC TR 502,881.0 $13.4M 0.47% NEW $26.61 +6.8%
36 SCMB SCHWAB STRATEGIC TR 492,383.0 $12.7M 0.44% NEW $25.88 -1.7%
37 VIGI VANGUARD WHITEHALL FDS 136,595.0 $12.7M 0.44% NEW $92.61 -0.5%
38 VYMI VANGUARD WHITEHALL FDS 138,264.0 $12.5M 0.44% NEW $90.66 +8.4%
39 VV VANGUARD INDEX FDS 36,185.0 $11.5M 0.40% NEW $318.22 +6.8%
40 AVDV AMERICAN CENTY ETF TR 110,511.0 $10.6M 0.37% NEW $96.21 +12.0%
Page 2 of 41  ·  806 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 36.5%
Financial Services 16.1%
Communication Services 11.1%
Consumer Cyclical 9.9%
Healthcare 8.4%
Industrials 6.9%
Consumer Defensive 3.7%
Energy 2.9%
Utilities 1.9%
Basic Materials 1.7%