Wedmont Private Capital

Q2 2026 13F-HR Holdings

Location
West Chester, PA
Holdings as of
6/30/2026
Date filed
7/13/2026
Form type
13F-HR
Num holdings
952
Total value ($000)
$3,645,613
Net value change ($000)
+544,833 (17.6%)
New positions
145
Sold out positions
33
Turnover %
2.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/9/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
VTI 58,232 36.7%
VEA 52,777 16.4%
VTEB 29,539 37.1%
VWO 28,538 15.4%
NVDA 22,638 27.5%
VOO 22,078 18.3%
AAPL 21,305 28.8%
VXUS 13,933 118.4%
MU 10,843 181.2%
VEU 10,429 69.4%
Top Reduces (Value $000, Stocks/ETFs)
PLTR -3,976 -10.6%
NFLX -2,758 -26.0%
HNGE -2,353 -46.1%
HON -2,210 -100.0%
IBIT -1,801 -69.7%
BOXX -1,718 -62.9%
GOOGL -1,486 -3.0%
NEM -1,486 -19.3%
CRM -1,091 -35.5%
MCD -1,023 -38.5%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 318 (0.0% of total reported value)
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