Wedmont Private Capital

Q4 2025 13F-HR Holdings

Location
West Chester, PA
Holdings as of
12/31/2025
Date filed
1/8/2026
Form type
13F-HR
Num holdings
806
Total value ($000)
$2,878,199
Net value change ($000)
+186,473 (6.9%)
New positions
64
Sold out positions
46
Turnover %
1.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/8/2025 Next filing: 4/9/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
VEA 36,344 15.2%
VTI 13,989 10.7%
VOO 13,914 13.2%
VWO 13,032 8.4%
GOVT 9,669 12.3%
GOOGL 9,275 37.3%
GOOGL 8,027 30.5%
VTEB 6,557 10.9%
VTC 4,813 5.7%
LLY 4,718 41.5%
Top Reduces (Value $000, Stocks/ETFs)
ORCL -7,134 -30.5%
MSFT -5,736 -9.7%
META -4,418 -12.6%
MUB -2,858 -5.4%
NFLX -2,603 -20.9%
CPB -2,141 -100.0%
BRK-B -1,840 -9.1%
T -1,642 -35.4%
VEU -1,495 -17.4%
HD -1,181 -21.5%
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