Wedmont Private Capital
All 13F Filings
- Location
- West Chester, PA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 3,100,780
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/9/2026 | 838 | 3,100,780 | 13F-HR | Wedmont Private Capital |
| Q4 2025 | 1/8/2026 | 806 | 2,878,199 | 13F-HR | Wedmont Private Capital |
| Q3 2025 | 10/8/2025 | 788 | 2,691,726 | 13F-HR | Wedmont Private Capital |
| Q2 2025 | 7/10/2025 | 742 | 2,344,049 | 13F-HR | Wedmont Private Capital |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.162 M | 37.5% | 0 | 925.1 K | -925.1 K |
| ETFs | 1.938 M | 62.5% | 1.164 M | 0 | 1.164 M |
| Debt | 359 | 0.0% | 359 | 0 | 359 |
| Other | 721 | 0.0% | 0 | 16.61 K | -16.61 K |
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Fund Snapshot
Q1 2026
Latest filed
4/9/2026
Total value ($000)
3,100,780
Holdings
838
QoQ value change ($000)
222,581
(7.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.