Wedmont Private Capital

Q3 2025 13F-HR Holdings

Location
West Chester, PA
Holdings as of
9/30/2025
Date filed
10/8/2025
Form type
13F-HR
Num holdings
788
Total value ($000)
$2,691,726
Net value change ($000)
+347,677 (14.8%)
New positions
78
Sold out positions
32
Turnover %
1.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/10/2025 Next filing: 1/8/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
PLTR 42,543 686.8%
VEA 33,851 16.5%
VWO 24,841 19.2%
VTI 18,176 16.1%
AAPL 16,986 31.7%
VOO 16,103 18.1%
NVDA 15,582 22.3%
GOVT 8,711 12.5%
GOOGL 8,643 49.0%
CMF 8,170 NEW
Top Reduces (Value $000, Stocks/ETFs)
VTEB -4,705 -7.2%
PM -1,959 -29.4%
GEV -1,474 -23.9%
VRTX -1,177 -46.5%
AMCR -911 -100.0%
ISRG -910 -25.8%
KO -877 -19.9%
AKX -849 -100.0%
ACN -819 -61.6%
PG -818 -14.9%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type