Wedmont Private Capital

Q1 2026 13F-HR Holdings

Location
West Chester, PA
Holdings as of
3/31/2026
Date filed
4/9/2026
Form type
13F-HR
Num holdings
838
Total value ($000)
$3,100,780
Net value change ($000)
+222,581 (7.7%)
New positions
88
Sold out positions
57
Turnover %
1.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/8/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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 46,288 16.8%
VWO 18,110 10.8%
GOOGL 15,923 46.4%
VTC 14,888 16.6%
VTI 13,777 9.5%
GOOGL 12,922 37.8%
VTEB 12,754 19.1%
GOVT 11,789 13.3%
IEFA 9,314 9.2%
VEU 7,937 112.1%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -13,574 -25.4%
PLTR -10,514 -22.0%
ORCL -6,908 -42.5%
TSLA -4,394 -18.6%
NVDA -4,258 -4.9%
WFC -2,738 -18.3%
AMZN -2,249 -5.7%
CRM -1,977 -39.2%
LLY -1,958 -12.2%
APP -1,780 -37.5%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type