Wedmont Private Capital
Q4 2025 13F Holdings
- Locationwest chester, PA
- Num holdings
806
- Value ($000)
$2,878,199
- Date Filed01/08/2026
- Form type13F-HR
- CIK0001904274
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
V VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $275.23M | 10 % | 4,308,564 | ||
V VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | $167.26M | 6 % | 3,027,310 | ||
V VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $144.82M | 5 % | 425,885 | ||
V VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $119.09M | 4 % | 187,783 | ||
I ISHARES TR | CORE MSCI EAFE | 46432F842 | $101.21M | 4 % | 1,108,495 | ||
V VANGUARD SCOTTSDALE FDS | TOTAL CORP BND | 92206C573 | $89.61M | 3 % | 1,150,759 | ||
G ISHARES TR | US TREAS BD ETF | 46429B267 | $88.31M | 3 % | 3,825,629 | ||
N NVIDIA CORPORATION | COM | 67066G104 | $86.66M | 3 % | 458,227 | ||
A APPLE INC | COM | 037833100 | $73.64M | 3 % | 282,853 | ||
VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | $66.84M | 2 % | 1,322,300 |
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