AI Portfolio Summary
In 2026 Q1, Wedmont Private Capital maintained a portfolio of 893 distinct positions. They heavily accumulated shares in VANGUARD TAX-MANAGED, increasing their position by 10.0%. The fund also reduced its exposure to ORACLE CORP by 22.8%.
Total Positions
893
Quarter
2026 Q1
Top Holding
VEA (10.4%)
Top 10 Concentration
43.1%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 893
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VEA
VANGUARD TAX-MA...
|
ETF | 10.37% | 9.56% |
#1
Prev: #1
|
8.0 | 432,212 | 10.0% |
P
S
|
4,740,776 | $321,519,396 |
$48.18
+34.2%
|
2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | ||
|
VWO
VANGUARD INTL E...
|
ETF | 5.98% | 5.81% |
#2
Prev: #2
|
5.9 | 253,553 | 8.4% |
P
S
|
3,280,863 | $185,368,740 |
$54.40
+1.0%
|
2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | ||
|
VTI
VANGUARD INDEX ...
|
ETF | 5.11% | 5.03% |
#3
Prev: #3
|
5.0 | 49,390 | 11.6% |
P
S
|
475,275 | $158,599,153 |
$259.75
+24.6%
|
2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | ||
|
VOO
VANGUARD INDEX ...
|
ETF | 3.89% | 4.14% |
#4
Prev: #4
|
2.6 | 6,285 | 3.3% |
P
S
|
194,068 | $120,582,244 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
IEFA
ISHARES TR
|
ETF | 3.56% | 3.52% |
#5
Prev: #5
|
2.4 | 49,757 | 4.5% |
P
S
|
1,158,252 | $110,520,401 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
VTC
VANGUARD SCOTTS...
|
ETF | 3.37% | 3.11% |
#6
Prev: #6
|
3.3 | 205,526 | 17.9% |
P
S
|
1,356,285 | $104,497,825 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
GOVT
ISHARES TR
|
ETF | 3.23% | 3.07% |
#7
Prev: #7
|
3.3 | 544,772 | 14.2% |
P
S
|
4,370,401 | $100,104,041 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 2.66% | 3.01% |
#8
Prev: #8
|
1.6 | -5,694 | -1.2% |
P
S
|
452,533 | $82,397,211 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
VTEB
VANGUARD MUN BD...
|
ETF | 2.57% | 2.32% |
#9
1
Prev: #10
|
3.5 | 265,487 | 20.1% |
P
S
|
1,587,787 | $79,595,773 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
AAPL
APPLE INC
|
Technology | 2.38% | 2.56% |
#10
1
Prev: #9
|
1.5 | 2,519 | 0.9% |
P
S
|
285,372 | $73,882,753 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
IEMG
ISHARES INC
|
ETF | 2.14% | 2.10% |
#11
Prev: #11
|
1.4 | 29,604 | 3.4% |
P
S
|
896,140 | $66,439,783 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
MUB
ISHARES TR
|
ETF | 1.63% | 1.74% |
#12
1
Prev: #13
|
1.2 | 6,901 | 1.5% |
P
S
|
472,473 | $50,441,232 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 1.62% | 1.19% |
#13
3
Prev: #16
|
3.1 | 53,192 | 50.0% |
P
S
|
159,605 | $50,234,173 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 1.52% | 1.19% |
#14
3
Prev: #17
|
3.1 | 42,281 | 39.9% |
P
S
|
148,344 | $47,072,386 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 1.28% | 1.85% |
#15
3
Prev: #12
|
1.0 | -4,096 | -3.7% |
P
S
|
106,223 | $39,762,301 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 1.21% | 1.38% |
#16
1
Prev: #15
|
1.0 | 4,935 | 3.0% |
P
S
|
169,403 | $37,480,493 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
PLTR
PALANTIR TECHNO...
|
Technology | 1.20% | 1.66% |
#17
3
Prev: #14
|
1.0 | 1,899 | 0.7% |
P
S
|
265,373 | $37,353,903 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
BNDX
VANGUARD CHARLO...
|
Bond/Debt | 1.06% | 1.05% |
#18
1
Prev: #19
|
2.4 | 56,774 | 9.1% |
P
S
|
682,426 | $32,947,515 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.94% | 1.06% |
#19
1
Prev: #18
|
0.9 | 539 | 1.1% |
P
S
|
47,593 | $29,146,836 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
VSS
VANGUARD INTL E...
|
ETF | 0.90% | 0.95% |
#20
Prev: #20
|
0.9 | -5,961 | -3.2% |
P
S
|
180,872 | $27,767,490 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
SCHF
SCHWAB STRATEGI...
|
Bond/Debt | 0.88% | 0.89% |
#21
1
Prev: #22
|
0.9 | 1,553 | 0.2% |
P
S
|
1,036,722 | $27,141,392 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
AVGO
BROADCOM INC
|
Technology | 0.87% | 0.93% |
#22
1
Prev: #21
|
0.8 | -966 | -1.2% |
P
S
|
76,629 | $26,868,429 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 0.72% | 0.57% |
#23
3
Prev: #26
|
2.8 | 10,632 | 40.4% |
P
S
|
36,981 | $22,413,635 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
VTEC
VANGUARD CALIF ...
|
ETF | 0.63% | 0.56% |
#24
5
Prev: #29
|
2.8 | 34,510 | 21.6% |
P
S
|
194,623 | $19,408,800 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 0.62% | 0.82% |
#25
2
Prev: #23
|
0.7 | 1,247 | 2.3% |
P
S
|
55,950 | $19,204,838 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.58% | 0.64% |
#26
2
Prev: #24
|
0.7 | 431 | 1.2% |
P
S
|
37,381 | $17,933,643 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
USHY
ISHARES TR
|
ETF | 0.58% | 0.58% |
#27
2
Prev: #25
|
2.2 | 40,841 | 9.2% |
P
S
|
482,749 | $17,914,802 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
VO
VANGUARD INDEX ...
|
ETF | 0.57% | 0.57% |
#28
1
Prev: #27
|
2.2 | 3,984 | 7.2% |
P
S
|
59,116 | $17,643,057 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
VB
VANGUARD INDEX ...
|
ETF | 0.53% | 0.54% |
#29
3
Prev: #32
|
0.7 | 2,444 | 4.2% |
P
S
|
60,051 | $16,399,890 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.50% | 0.54% |
#30
1
Prev: #31
|
2.2 | 2,776 | 5.8% |
P
S
|
50,587 | $15,579,227 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 0.49% | 0.50% |
#31
3
Prev: #34
|
2.2 | 1,253 | 6.0% |
P
S
|
22,292 | $15,069,853 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
VEU
VANGUARD INTL E...
|
ETF | 0.48% | 0.25% |
#32
24
Prev: #56
|
3.2 | 95,643 | 101.8% |
P
S
|
189,589 | $15,017,308 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 0.46% | 0.56% |
#33
3
Prev: #30
|
0.7 | 303 | 2.1% |
P
S
|
14,822 | $14,130,139 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
SCHB
SCHWAB STRATEGI...
|
ETF | 0.45% | 0.46% |
#34
1
Prev: #35
|
2.2 | 37,134 | 7.4% |
P
S
|
540,015 | $14,105,204 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
VYMI
VANGUARD WHITEH...
|
Bond/Debt | 0.44% | 0.44% |
#35
3
Prev: #38
|
0.7 | -228 | -0.2% |
P
S
|
138,036 | $13,559,266 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
GEV
GE VERNOVA INC
|
Industrials | 0.41% | 0.18% |
#36
35
Prev: #71
|
3.2 | 5,920 | 75.6% |
P
S
|
13,747 | $12,868,185 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
SCMB
SCHWAB STRATEGI...
|
ETF | 0.41% | 0.44% |
#37
1
Prev: #36
|
0.7 | 1,766 | 0.4% |
P
S
|
494,149 | $12,650,215 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
VTV
VANGUARD INDEX ...
|
ETF | 0.40% | 0.22% |
#38
25
Prev: #63
|
3.2 | 28,297 | 86.3% |
P
S
|
61,097 | $12,340,467 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
WFC
WELLS FARGO & C...
|
Financial Services | 0.39% | 0.52% |
#39
6
Prev: #33
|
0.7 | -14,286 | -9.0% |
P
S
|
144,393 | $12,224,292 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
VV
VANGUARD INDEX ...
|
ETF | 0.39% | 0.40% |
#40
1
Prev: #39
|
2.2 | 2,795 | 7.7% |
P
S
|
38,980 | $12,104,118 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
VXUS
VANGUARD STAR F...
|
Bond/Debt | 0.38% | 0.36% |
#41
1
Prev: #42
|
2.2 | 12,278 | 9.3% |
P
S
|
144,811 | $11,763,027 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
VIGI
VANGUARD WHITEH...
|
Bond/Debt | 0.38% | 0.44% |
#42
5
Prev: #37
|
0.7 | -8,887 | -6.5% |
P
S
|
127,708 | $11,724,872 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
AVDV
AMERICAN CENTY ...
|
Bond/Debt | 0.38% | 0.37% |
#43
3
Prev: #40
|
0.7 | 373 | 0.3% |
P
S
|
110,884 | $11,689,388 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
IVV
ISHARES TR
|
ETF | 0.35% | 0.35% |
#44
1
Prev: #43
|
2.1 | 1,648 | 11.4% |
P
S
|
16,128 | $10,950,797 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
AVUS
AMERICAN CENTY ...
|
ETF | 0.34% | 0.36% |
#45
4
Prev: #41
|
0.6 | 322 | 0.4% |
P
S
|
92,022 | $10,630,434 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
NFLX
NETFLIX INC.
|
ETF | 0.34% | 0.34% |
#46
2
Prev: #44
|
0.6 | -2,093 | -1.9% |
P
S
|
106,642 | $10,599,182 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 0.34% | 0.27% |
#47
6
Prev: #53
|
0.6 | 2,282 | 3.5% |
P
S
|
67,672 | $10,571,742 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
VGT
VANGUARD WORLD ...
|
ETF | 0.31% | 0.33% |
#48
1
Prev: #47
|
2.1 | 667 | 5.3% |
P
S
|
13,209 | $9,762,799 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 0.31% | 0.29% |
#49
1
Prev: #50
|
0.6 | 3,319 | 4.5% |
P
S
|
76,664 | $9,756,306 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
ORCL
ORACLE CORP
|
Technology | 0.30% | 0.56% |
#50
22
Prev: #28
|
0.1 | -19,239 | -22.8% |
P
S
|
65,023 | $9,341,255 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 |
Showing 1-50 of 893 holdings