AiSiWhale

AI & tech investing

Wedmont Private Capital

CIK 1904274

13F filing for Q2 2026・No. 1,134

Holdings
US$3.65B
Quarter change
+US$544.83M
Entries
954
Net bought (estimate)
+US$312.11M

The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.

Net bought (estimate)

Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.

  • New 145
  • Sold out 34
  • Cut 232
  • Added 511
  • Corporate actions 2
  • Unchanged 61

Largest holdings

949 stocks worth US$3.65B, options and bonds left out.

StockThis quarterValueWeight
VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKTAddedUS$374.3M10.27%
VANGUARD INDEX FDSTOTAL STK MKTAddedUS$216.83M5.95%
VWOVANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETFAddedUS$213.91M5.87%
VOOVanguard S&P 500 ETFS&P 500 ETF SHSAddedUS$142.66M3.91%
ISHARES TRCORE MSCI EAFEAddedUS$115.58M3.17%
VANGUARD SCOTTSDALE FDSTOTAL CORP BNDAddedUS$111.57M3.06%
VANGUARD MUN BD FDSTAX EXEMPT BDAddedUS$109.13M2.99%
ISHARES TRUS TREAS BD ETFAddedUS$105.52M2.89%
NVDANvidiaCOMAddedUS$105.03M2.88%
AAPLAppleCOMAddedUS$95.19M2.61%

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Filings

The quarter's original 13F filings (SEC).

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

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Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

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Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.