Wedmont Private Capital

Q3 2026 13F-HR Holdings

Location
West Chester, PA
Holdings as of
9/30/2026
Date filed
10/9/2026
Form type
13F-HR
Num holdings
1,006
Total value ($000)
$4,181,114
Net value change ($000)
+535,501 (14.7%)
New positions
136
Sold out positions
83
Turnover %
3.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
MUB 73,355 143.6%
VTI 41,280 19.0%
NVDA 39,330 37.4%
MSFT 37,572 95.7%
VEA 32,613 8.7%
SPACE EXPLORATION TECHN CORP 20,612 NEW
AAPL 20,367 21.4%
VCIT 19,091 325.2%
PLTR 18,331 54.9%
META 16,917 55.7%
Top Reduces (Value $000, Stocks/ETFs)
VTEB -66,031 -60.5%
XOM -10,318 -100.0%
VTC -8,235 -7.4%
DFSV -2,045 -100.0%
APP -1,892 -49.0%
PLNT -1,837 -100.0%
VGSH -1,604 -49.8%
BRBR -1,593 -100.0%
VBIL -1,476 -84.2%
SOXX -1,452 -72.4%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 498 (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