Wedmont Private Capital

CIK 1904274 · EDGAR ↗

sum of disclosed values for 2026-03-31; 0 positions have no disclosed value and are left out of the sum, counted here rather than dropped: $3.1B
every reported holding for this filer and quarter, including ones with no disclosed value: 838
positions with no comparable holding in the prior quarter (kind new), 2026-03-31: 89
positions absent from this quarter's filing after being held last quarter (kind exit), 2026-03-31 — inferred from absence, not a sale record: 57

Quarter-end snapshot, filed up to 45 days later — not current holdings. What a 13F covers ↓

Changes · Quarter ended 2026-03-31. Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Position changes into quarter 2026-03-31
The reviewed ticker for the filed issuer name and share class, the same mapping the Reported positions table uses. Symbols are never inferred from names; — means no reviewed mapping.	position matched across quarters by exact reported CUSIP over a registry gap — never a name match	NEW / ADD / TRIM / EXIT by share count · NO CHANGE = same shares; the value moved with price, so never an ADD or a TRIM · EXIT = absent this quarter (disposed, delisted, confidential, or reported by an affiliate) — the filing does not say which · NO PRIOR = no comparable prior quarter on record (a first filing, or a quarter filed inside an affiliate's report), so not called a new stake · n/c = not classifiable: value undisclosed on one side of the pair, or neither shares nor value can classify it · †v: the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE	derived by Public Filings from the published data; “no value” means the source did not disclose a usable value — never zero	reported unit changed across the pair (SH↔PRN); the share delta is withheld rather than fabricated	Prev value	Curr value	Prev shares	Curr shares
—	share class as filed: VAN FTSE DEV MKT · position key `pos:17409` · issuer key `iss:2478`	ADD	+$46.3M	+432,212	$275M	$322M	4,308,564	4,740,776
—	share class as filed: FTSE EMR MKT ETF · position key `sid:sec:prov:2727b63284f6235da134480881be8949` · issuer key `iss:2480`	ADD	+$18.1M	+253,553	$167M	$185M	3,027,310	3,280,863
—	share class as filed: TOTAL STK MKT · position key `pos:12944` · issuer key `iss:2483`	ADD	+$13.8M	+49,390	$145M	$159M	425,885	475,275
—	share class as filed: S&P 500 ETF SHS · position key `sid:sec:prov:127f0021d8310eeeecdea8298c5f12e5` · issuer key `iss:2483`	ADD	+$1.5M	+6,285	$119M	$121M	187,783	194,068
—	share class as filed: CORE MSCI EAFE · position key `sid:sec:prov:f1fd766d326ca552a85c000a4415c3d6` · issuer key `cusip6:46432F`	ADD	+$9.3M	+49,757	$101M	$111M	1,108,495	1,158,252
—	share class as filed: TOTAL CORP BND · position key `sid:sec:prov:e0ee61cca0967154e35bfb0f83e8b69e` · issuer key `iss:2482`	ADD	+$14.9M	+205,526	$89.6M	$104M	1,150,759	1,356,285
—	share class as filed: US TREAS BD ETF · position key `sid:sec:prov:b01efafd9c52181221003a3f82558332` · issuer key `cusip6:46429B`	ADD	+$11.8M	+544,772	$88.3M	$100M	3,825,629	4,370,401
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:15642` · issuer key `iss:1334`	TRIM	−$4.3M	−5,694	$86.7M	$82.4M	458,227	452,533
—	share class as filed: TAX EXEMPT BD · position key `sid:sec:prov:3befb2dfacacebff62a1d992609b2891` · issuer key `cusip6:922907`	ADD	+$12.8M	+265,487	$66.8M	$79.6M	1,322,300	1,587,787
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:13215` · issuer key `iss:144`	ADD	+$248K	+2,519	$73.6M	$73.9M	282,853	285,372
—	share class as filed: CORE MSCI EMKT · position key `pos:13905` · issuer key `iss:1016`	ADD	+$6.0M	+29,604	$60.5M	$66.4M	866,536	896,140
—	share class as filed: NATIONAL MUN ETF · position key `pos:16556` · issuer key `iss:1013`	ADD	+$322K	+6,901	$50.1M	$50.4M	465,572	472,473
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: CAP STK CL C · position key `pos:17821` · issuer key `iss:89`	ADD	+$15.9M	+53,192	$34.3M	$50.2M	106,413	159,605
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: CAP STK CL A · position key `pos:15142` · issuer key `iss:89`	ADD	+$12.9M	+42,281	$34.2M	$47.1M	106,063	148,344
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:11825` · issuer key `iss:1225`	TRIM	−$13.6M	−4,096	$53.3M	$39.8M	110,319	106,223
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:14175` · issuer key `iss:95`	ADD	−$2.2M	+4,935	$39.7M	$37.5M	164,468	169,403
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: CL A · position key `pos:12445` · issuer key `iss:1405`	ADD	−$10.5M	+1,899	$47.9M	$37.4M	263,474	265,373
—	share class as filed: TOTAL INT BD ETF · position key `sid:sec:prov:efecb32bb577807f0d7dfd77d5f0f1ba` · issuer key `cusip6:92203J`	ADD	+$2.6M	+56,774	$30.4M	$32.9M	625,652	682,426
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: CL A · position key `pos:11390` · issuer key `iss:720`	ADD	−$1.4M	+539	$30.5M	$29.1M	47,054	47,593
—	share class as filed: FTSE SMCAP ETF · position key `sid:sec:prov:07646ab00566418db3b000ee163a95ee` · issuer key `iss:2480`	TRIM	+$329K	−5,961	$27.4M	$27.8M	186,833	180,872

Flags: no row carries a flag.

1–20 of the 100 changes on this page

Mark-to-market only (no share change) · 48

Positions whose share count is identical in both quarters; the value changed with price, not with a decision.

Positions held with no share change into quarter 2026-03-31
The reviewed ticker for the filed issuer name and share class, the same mapping the Reported positions table uses. Symbols are never inferred from names; — means no reviewed mapping.	position matched across quarters by exact reported CUSIP over a registry gap — never a name match	NEW / ADD / TRIM / EXIT by share count · NO CHANGE = same shares; the value moved with price, so never an ADD or a TRIM · EXIT = absent this quarter (disposed, delisted, confidential, or reported by an affiliate) — the filing does not say which · NO PRIOR = no comparable prior quarter on record (a first filing, or a quarter filed inside an affiliate's report), so not called a new stake · n/c = not classifiable: value undisclosed on one side of the pair, or neither shares nor value can classify it · †v: the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE	derived by Public Filings from the published data; “no value” means the source did not disclose a usable value — never zero	Prev value	Curr value	Prev shares	Curr shares
—	share class as filed: CORE MSCI INTL · position key `sid:sec:prov:29f8d97ab26dd0c9ac1e35bec6ed33b8` · issuer key `cusip6:46435G`	NO CHANGE	+$359K	$7.9M	$8.2M	93,710	93,710
—	share class as filed: COM SHS · position key `sid:sec:prov:6101ed6489a0038cfb35de65d5250d60` · issuer key `cusip6:33735K`	NO CHANGE	−$30.8K	$2.5M	$2.5M	15,400	15,400
—	share class as filed: US LARGECAP DIVD · position key `pos:17905` · issuer key `iss:1981`	NO CHANGE	+$54.3K	$1.7M	$1.8M	19,616	19,616
—	share class as filed: US SML CAP EQT · position key `sid:sec:prov:6d7bd74852196b4e59e6b443b5999a54` · issuer key `iss:2405`	NO CHANGE	+$21.8K	$1.6M	$1.7M	21,170	21,170
—	share class as filed: GOLD MINERS ETF · position key `sid:sec:prov:8cc6d731232d1ac429fb431a7ea6a184` · issuer key `iss:2474`	NO CHANGE	+$111K	$1.4M	$1.5M	15,574	15,574
—	share class as filed: COM SHS · position key `sid:sec:prov:35d1f2a02d361acac815b90aa73a029f` · issuer key `cusip6:33734K`	NO CHANGE	+$53.5K	$1.4M	$1.5M	11,679	11,679
—	share class as filed: XTRACK MSCI EAFE · position key `sid:sec:prov:1d6e641966ead8546e2027abeb23716c` · issuer key `cusip6:233051`	NO CHANGE	+$66.2K	$1.4M	$1.4M	27,488	27,488
—	share class as filed: RUS TP200 GR ETF · position key `sid:sec:prov:55519c6ca1e80ac9a362cd98ad4885df` · issuer key `cusip6:464289`	NO CHANGE	−$101K	$1.4M	$1.3M	5,037	5,037
—	share class as filed: INTL EQTY FACTOR · position key `sid:sec:prov:48e50a6f8a0d96c450bb8d2eefb7f337` · issuer key `iss:2405`	NO CHANGE	+$76.0K	$1.2M	$1.2M	30,276	30,276
—	share class as filed: S&P 500 VAL ETF · position key `pos:13906` · issuer key `iss:1012`	NO CHANGE	+$11.4K	$1.2M	$1.2M	5,462	5,462
—	share class as filed: MOTLEY FOOL GBL · position key `sid:sec:prov:98f690f17ab961b1bcba904ca4db97bc` · issuer key `iss:2448`	NO CHANGE	−$48.0K	$1.1M	$1.1M	36,508	36,508
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:15016` · issuer key `iss:1868`	NO CHANGE	+$130K	$841K	$971K	1,669	1,669
—	share class as filed: FUNDAMENTAL INTL · position key `pos:16724` · issuer key `iss:1633`	NO CHANGE	+$80.1K	$706K	$786K	15,311	15,311
—	share class as filed: SML CP GRW ALP · position key `sid:sec:prov:a3ab53c13f4a34928052e8a20c70e19e` · issuer key `cusip6:33737M`	NO CHANGE	+$19.8K	$761K	$781K	7,624	7,624
—	share class as filed: AVANTIS US MID C · position key `sid:sec:prov:e9b4cd021bef6f411a76ea71fe6a61c1` · issuer key `cusip6:025072`	NO CHANGE	+$28.4K	$673K	$701K	9,215	9,215
—	share class as filed: S&P 500 TOP 50 · position key `pos:11838` · issuer key `iss:1000`	NO CHANGE	−$29.1K	$573K	$544K	9,641	9,641
—	share class as filed: US EFFICIENT COR · position key `pos:12128` · issuer key `iss:1983`	NO CHANGE	−$15.9K	$558K	$542K	10,054	10,054
—	share class as filed: INTERNET OF THNG · position key `sid:sec:prov:655db28b8784b08d486c213d0a5b3678` · issuer key `iss:2391`	NO CHANGE	+$20.9K	$520K	$541K	13,653	13,653
—	share class as filed: WORLD EX US CORE · position key `sid:sec:prov:fe863a92c085dbd45400c9c6e3316425` · issuer key `cusip6:25434V`	NO CHANGE	+$33.7K	$477K	$510K	14,225	14,225
—	share class as filed: S&P SML 600 GWT · position key `pos:17806` · issuer key `iss:1012`	NO CHANGE	+$24.2K	$463K	$488K	3,190	3,190
—	share class as filed: ROBO GLB ETF · position key `sid:sec:prov:005645061ff5014070f63b2b66b29ee3` · issuer key `cusip6:301505`	NO CHANGE	+$4.7K	$465K	$470K	6,400	6,400
—	share class as filed: US AGGREGATE B · position key `pos:13824` · issuer key `iss:1633`	NO CHANGE	−$3.3K	$459K	$456K	19,610	19,610
—	share class as filed: EMG MKTS SMCAP · position key `pos:16930` · issuer key `iss:1981`	NO CHANGE	+$31.5K	$422K	$453K	7,239	7,239
—	share class as filed: LARGE CAP VALUE · position key `pos:13166` · issuer key `iss:1000`	NO CHANGE	+$27.1K	$418K	$445K	6,223	6,223
—	share class as filed: EMGR CRE EQT MNG · position key `sid:sec:prov:359a00ea349fa38fd8b784c1239e9e00` · issuer key `cusip6:25434V`	NO CHANGE	+$24.5K	$374K	$398K	11,075	11,075
—	share class as filed: ACTIVEBETA EME · position key `sid:sec:prov:fc1023a1198c0241370c2e55e9fb7671` · issuer key `iss:2392`	NO CHANGE	+$22.8K	$352K	$375K	8,136	8,136
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM NEW · position key `pos:14778` · issuer key `iss:1131`	NO CHANGE	+$67.3K	$290K	$357K	9,343	9,343
—	share class as filed: EAFE GRWTH ETF · position key `pos:16666` · issuer key `iss:1013`	NO CHANGE	+$1.8K	$338K	$340K	2,869	2,869
—	share class as filed: FUNDAMENTAL INTL · position key `pos:13224` · issuer key `iss:1633`	NO CHANGE	+$22.5K	$300K	$323K	6,586	6,586
—	share class as filed: US CORE EQT MKT · position key `sid:sec:prov:91649a4a065993186304b95ea61f9081` · issuer key `cusip6:25434V`	NO CHANGE	−$4.1K	$316K	$312K	6,659	6,659
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: CL A LTD VT SH · position key `pos:14637` · issuer key `iss:326`	NO CHANGE	−$34.6K	$321K	$286K	6,807	6,807
—	share class as filed: MSCI JAPAN ETF · position key `pos:12799` · issuer key `iss:1016`	NO CHANGE	+$20.4K	$261K	$282K	3,151	3,151
—	share class as filed: MOTLEY FOOL MID · position key `sid:sec:prov:ce8d923d2e4485dc4afdc8e7dea505d2` · issuer key `iss:2448`	NO CHANGE	−$41.8K	$304K	$262K	12,570	12,570
—	share class as filed: MSCI CDA ETF · position key `sid:sec:prov:2ca9fa7939e913d15f6840dc7dfbd123` · issuer key `cusip6:464286`	NO CHANGE	+$12.0K	$246K	$258K	4,558	4,558
—	share class as filed: MSCI EURO FL ETF · position key `sid:sec:prov:b98a0c4708a960409d27827c6ca6cb57` · issuer key `cusip6:464289`	NO CHANGE	+$1.8K	$247K	$249K	6,707	6,707
—	share class as filed: NYLI MACKAY CALI · position key `sid:sec:prov:d9735da79efd4594296b959adfbbf373` · issuer key `cusip6:45409F`	NO CHANGE	−$2.4K	$251K	$249K	11,448	11,448
—	share class as filed: PHYSCL GOLD SHS · position key `sid:sec:prov:313203439bdea9467d2130d0a7787fcf` · issuer key `cusip6:00326A`	NO CHANGE	+$13.8K	$223K	$237K	5,253	5,253
—	share class as filed: TRUST ISHARE 0-1 · position key `pos:16685` · issuer key `iss:1013`	NO CHANGE	−$125	$230K	$230K	2,088	2,088
—	share class as filed: RUS MD CP GR ETF · position key `pos:18016` · issuer key `iss:1012`	NO CHANGE	−$14.2K	$242K	$228K	1,716	1,716
—	share class as filed: DOW JONES US ETF · position key `pos:15122` · issuer key `iss:1012`	NO CHANGE	−$4.5K	$229K	$224K	1,363	1,363
—	share class as filed: 0-3 MNTH TREASRY · position key `sid:sec:prov:e38118ea8b169e3aaee9194c66190079` · issuer key `iss:2406`	NO CHANGE	+$22	$221K	$221K	2,196	2,196
—	share class as filed: STATE STREET SPD · position key `pos:17209` · issuer key `iss:1602`	NO CHANGE	+$10.9K	$208K	$219K	2,147	2,147
—	share class as filed: COM · position key `sid:sec:prov:190d918a2e153483c1918ba326bd7ae7` · issuer key `cusip6:35922N`	NO CHANGE	+$5.8K	$212K	$218K	13,414	13,414
—	share class as filed: STATE STREET SPD · position key `sid:sec:prov:7f126b4ca55fda968bf1d5c8745daafd` · issuer key `iss:2452`	NO CHANGE	+$820	$212K	$213K	1,205	1,205
—	share class as filed: COM UNIT PART IN · position key `sid:sec:prov:bc3c31fe978eb22879d8603625d5e3d2` · issuer key `cusip6:65341B`	NO CHANGE	−$7.0K	$220K	$213K	20,557	20,557
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: CL A · position key `pos:10694` · issuer key `iss:500`	NO CHANGE	−$91.0K	$245K	$154K	20,690	20,690
—	share class as filed: CL A · position key `sid:sec:prov:4e949bdce30e40446d74e49862946096` · issuer key `cusip6:75629V`	NO CHANGE	−$27.8K	$92.1K	$64.2K	18,943	18,943
—	share class as filed: COM · position key `sid:sec:prov:748132ab3b87c3f18391f70e454d8e10` · issuer key `cusip6:67577C`	NO CHANGE	+$4.0K	$23.5K	$27.5K	14,765	14,765

Flags: no row carries a flag.

Holdings without a security ID are counted, not compared. Method ↗

Reported positions — 2026-03-31

677 issuers · 838 rows

View

This build carries one quarter for this manager: 2026-03-31. Notable managers carry four published quarters, others two.

This list carries reported issuer names and security identities, without a dated ticker mapping. Symbols are not inferred from names.

a position composed from a base filing plus NEW-HOLDINGS amendments keeps every source row here; the composition's latest filed date is the one shown served from this build's published holdings (derived from the filer's own reported rows); every row resolves to its filing

Share of total reported value, calculated only when the full position list has disclosed values. This is 13F long value, not total assets.

value undisclosed on the filing: retained and counted, excluded from sums, never shown as $0

—

VANGUARD INDEX FDS

13 positions · 13 reported rows

Rows Wedmont Private Capital reported for VANGUARD INDEX FDS, as it reported them
VANGUARD INDEX FDS · TOTAL STK MKT CUSIP — src ↗	$159M	475,275
VANGUARD INDEX FDS · S&P 500 ETF SHS CUSIP 922908363 src ↗	$121M	194,068
VANGUARD INDEX FDS · MID CAP ETF CUSIP — src ↗	$17.6M	59,116
VANGUARD INDEX FDS · SMALL CP ETF CUSIP — src ↗	$16.4M	60,051
VANGUARD INDEX FDS · VALUE ETF CUSIP — src ↗	$12.3M	61,097
VANGUARD INDEX FDS · LARGE CAP ETF CUSIP — src ↗	$12.1M	38,980
VANGUARD INDEX FDS · EXTEND MKT ETF CUSIP — src ↗	$7.1M	32,969
VANGUARD INDEX FDS · GROWTH ETF CUSIP — src ↗	$6.7M	14,700
VANGUARD INDEX FDS · SM CP VAL ETF CUSIP — src ↗	$4.8M	21,122
VANGUARD INDEX FDS · REAL ESTATE ETF CUSIP 922908553 src ↗	$3.6M	39,604
VANGUARD INDEX FDS · MCAP GR IDXVIP CUSIP 922908538 src ↗	$3.5M	12,953
VANGUARD INDEX FDS · MCAP VL IDXVIP CUSIP 922908512 src ↗	$3.2M	16,783
VANGUARD INDEX FDS · SML CP GRW ETF CUSIP 922908595 src ↗	$1.6M	5,177

ticker not yet mapped

$368M

1,031,895

11.9%

—

VANGUARD TAX-MANAGED FDS · VAN FTSE DEV MKT CUSIP —
2026-03-31 filed 2026-04-09 +9d

src ↗

ticker not yet mapped

$322M

4,740,776

10.4%

—

VANGUARD INTL EQUITY INDEX F

7 positions · 7 reported rows

Rows Wedmont Private Capital reported for VANGUARD INTL EQUITY INDEX F, as it reported them
VANGUARD INTL EQUITY INDEX F · FTSE EMR MKT ETF CUSIP 922042858 src ↗	$185M	3,280,863
VANGUARD INTL EQUITY INDEX F · FTSE SMCAP ETF CUSIP 922042718 src ↗	$27.8M	180,872
VANGUARD INTL EQUITY INDEX F · ALLWRLD EX US CUSIP — src ↗	$15.0M	189,589
VANGUARD INTL EQUITY INDEX F · TT WRLD ST ETF CUSIP — src ↗	$8.6M	59,159
VANGUARD INTL EQUITY INDEX F · FTSE EUROPE ETF CUSIP 922042874 src ↗	$3.7M	43,041
VANGUARD INTL EQUITY INDEX F · FTSE PACIFIC ETF CUSIP 922042866 src ↗	$2.2M	21,032
VANGUARD INTL EQUITY INDEX F · GLB EX US ETF CUSIP 922042676 src ↗	$592K	12,632

ticker not yet mapped

$243M

3,787,188

7.8%

—

VANGUARD SCOTTSDALE FDS

11 positions · 11 reported rows

Rows Wedmont Private Capital reported for VANGUARD SCOTTSDALE FDS, as it reported them
VANGUARD SCOTTSDALE FDS · TOTAL CORP BND CUSIP 92206C573 src ↗	$104M	1,356,285
VANGUARD SCOTTSDALE FDS · INTER TERM TREAS CUSIP 92206C706 src ↗	$3.9M	65,604
VANGUARD SCOTTSDALE FDS · SHORT TERM TREAS CUSIP 92206C102 src ↗	$3.2M	54,950
VANGUARD SCOTTSDALE FDS · SHRT TRM CORP BD CUSIP 92206C409 src ↗	$2.8M	35,476
VANGUARD SCOTTSDALE FDS · VNG RUS1000VAL CUSIP 92206C714 src ↗	$2.5M	25,255
VANGUARD SCOTTSDALE FDS · VNG RUS1000GRW CUSIP 92206C680 src ↗	$2.3M	20,431
VANGUARD SCOTTSDALE FDS · INT-TERM CORP CUSIP — src ↗	$1.9M	22,780
VANGUARD SCOTTSDALE FDS · VNG RUS3000IDX CUSIP 92206C599 src ↗	$1.7M	5,848
VANGUARD SCOTTSDALE FDS · LONG TERM TREAS CUSIP 92206C847 src ↗	$502K	9,052
VANGUARD SCOTTSDALE FDS · VNG RUS2000IDX CUSIP 92206C664 src ↗	$384K	3,653
VANGUARD SCOTTSDALE FDS · TOTAL WLD BD ETF CUSIP 92206C565 src ↗	$236K	3,441

ticker not yet mapped

$124M

1,602,775

4.0%

—

ISHARES TR

3 positions · 3 reported rows

Rows Wedmont Private Capital reported for ISHARES TR, as it reported them
ISHARES TR · CORE MSCI EAFE CUSIP 46432F842 src ↗	$111M	1,158,252
ISHARES TR · CORE MSCI TOTAL CUSIP 46432F834 src ↗	$968K	10,594
ISHARES TR · MSCI USA QLT FCT CUSIP 46432F339 src ↗	$486K	2,443

ticker not yet mapped

$112M

1,171,289

3.6%

—

ISHARES TR

4 positions · 4 reported rows

Rows Wedmont Private Capital reported for ISHARES TR, as it reported them
ISHARES TR · US TREAS BD ETF CUSIP 46429B267 src ↗	$100M	4,370,401
ISHARES TR · 0-5 YR TIPS ETF CUSIP 46429B747 src ↗	$662K	6,405
ISHARES TR · MSCI USA MIN VOL CUSIP 46429B697 src ↗	$336K	3,571
ISHARES TR · MSCI EAFE MIN VL CUSIP 46429B689 src ↗	$295K	3,151

ticker not yet mapped

$101M

4,383,528

3.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ALPHABET INC

2 positions · 2 reported rows

Rows Wedmont Private Capital reported for ALPHABET INC, as it reported them
ALPHABET INC · CAP STK CL C CUSIP — src ↗	$50.2M	159,605
ALPHABET INC · CAP STK CL A CUSIP — src ↗	$47.1M	148,344

$97.3M

307,949

3.1%

—

SCHWAB STRATEGIC TR

21 positions · 21 reported rows

Rows Wedmont Private Capital reported for SCHWAB STRATEGIC TR, as it reported them
SCHWAB STRATEGIC TR · INTL EQTY ETF CUSIP — src ↗	$27.1M	1,036,722
SCHWAB STRATEGIC TR · US BRD MKT ETF CUSIP — src ↗	$14.1M	540,015
SCHWAB STRATEGIC TR · MUN BD ETF CUSIP — src ↗	$12.7M	494,149
SCHWAB STRATEGIC TR · EMRG MKTEQ ETF CUSIP — src ↗	$9.1M	264,567
SCHWAB STRATEGIC TR · INTL SCEQT ETF CUSIP — src ↗	$7.4M	151,071
SCHWAB STRATEGIC TR · US LRG CAP ETF CUSIP — src ↗	$3.4M	128,698
SCHWAB STRATEGIC TR · US LCAP GR ETF CUSIP — src ↗	$3.2M	105,749
SCHWAB STRATEGIC TR · US DIVIDEND EQ CUSIP — src ↗	$3.1M	100,519
SCHWAB STRATEGIC TR · US SML CAP ETF CUSIP — src ↗	$1.7M	55,771
SCHWAB STRATEGIC TR · FUNDAMENTAL US L CUSIP — src ↗	$1.2M	43,406
SCHWAB STRATEGIC TR · US LCAP VA ETF CUSIP — src ↗	$1.2M	39,404
SCHWAB STRATEGIC TR · US MID-CAP ETF CUSIP — src ↗	$982K	30,275
SCHWAB STRATEGIC TR · INTERNL DIVID CUSIP — src ↗	$815K	24,976
SCHWAB STRATEGIC TR · FUNDAMENTAL INTL CUSIP — src ↗	$786K	15,311
SCHWAB STRATEGIC TR · FUNDAMENTAL EMER CUSIP — src ↗	$590K	14,971
SCHWAB STRATEGIC TR · 1 5YR CORP BD CUSIP — src ↗	$585K	23,674
SCHWAB STRATEGIC TR · FUNDAMENTAL US S CUSIP — src ↗	$561K	16,520
SCHWAB STRATEGIC TR · US TIPS ETF CUSIP — src ↗	$546K	20,449
SCHWAB STRATEGIC TR · US AGGREGATE B CUSIP — src ↗	$456K	19,610
SCHWAB STRATEGIC TR · FUNDAMENTAL INTL CUSIP — src ↗	$323K	6,586
SCHWAB STRATEGIC TR · FUNDAMENTAL US B CUSIP — src ↗	$228K	8,150

ticker not yet mapped

$90.2M

3,140,593

2.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NVIDIA CORPORATION · COM CUSIP —
2026-03-31 filed 2026-04-09 +9d

src ↗

$82.4M

452,533

2.7%

—

VANGUARD MUN BD FDS · TAX EXEMPT BD CUSIP 922907746
2026-03-31 filed 2026-04-09 +9d

src ↗

ticker not yet mapped

$79.6M

1,587,787

2.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

APPLE INC · COM CUSIP —
2026-03-31 filed 2026-04-09 +9d

src ↗

$73.9M

285,372

2.4%

—

ISHARES INC

3 positions · 3 reported rows

Rows Wedmont Private Capital reported for ISHARES INC, as it reported them
ISHARES INC · CORE MSCI EMKT CUSIP — src ↗	$66.4M	896,140
ISHARES INC · MSCI EMRG CHN CUSIP — src ↗	$1.2M	13,865
ISHARES INC · MSCI JAPAN ETF CUSIP — src ↗	$282K	3,151

ticker not yet mapped

$67.9M

913,156

2.2%

—

ISHARES TR

11 positions · 11 reported rows

Rows Wedmont Private Capital reported for ISHARES TR, as it reported them
ISHARES TR · NATIONAL MUN ETF CUSIP — src ↗	$50.4M	472,473
ISHARES TR · CALIF MUN BD ETF CUSIP — src ↗	$8.1M	142,044
ISHARES TR · NEW YORK MUN ETF CUSIP — src ↗	$3.1M	58,562
ISHARES TR · SHRT NAT MUN ETF CUSIP — src ↗	$1.5M	13,813
ISHARES TR · EAFE SML CP ETF CUSIP — src ↗	$1.1M	12,981
ISHARES TR · U.S. MED DVC ETF CUSIP — src ↗	$417K	7,681
ISHARES TR · EAFE VALUE ETF CUSIP — src ↗	$343K	4,410
ISHARES TR · EAFE GRWTH ETF CUSIP — src ↗	$340K	2,869
ISHARES TR · MSCI ACWI ETF CUSIP — src ↗	$302K	2,087
ISHARES TR · USD INV GRDE ETF CUSIP — src ↗	$252K	4,899
ISHARES TR · TRUST ISHARE 0-1 CUSIP — src ↗	$230K	2,088

ticker not yet mapped

$66.1M

723,907

2.1%

—

ISHARES TR

22 positions · 22 reported rows

Rows Wedmont Private Capital reported for ISHARES TR, as it reported them
ISHARES TR · CORE S&P500 ETF CUSIP — src ↗	$11.0M	16,128
ISHARES TR · CORE S&P MCP ETF CUSIP — src ↗	$7.6M	107,648
ISHARES TR · CORE S&P TTL STK CUSIP — src ↗	$6.9M	46,343
ISHARES TR · CORE S&P SCP ETF CUSIP — src ↗	$5.4M	41,413
ISHARES TR · RUSSELL 2000 ETF CUSIP — src ↗	$4.0M	15,324
ISHARES TR · S&P 500 GRWT ETF CUSIP — src ↗	$3.9M	33,042
ISHARES TR · RUSSELL 3000 ETF CUSIP — src ↗	$2.6M	6,829
ISHARES TR · MSCI EAFE ETF CUSIP — src ↗	$2.1M	20,368
ISHARES TR · RUS 1000 ETF CUSIP — src ↗	$1.5M	4,036
ISHARES TR · RUS 1000 GRW ETF CUSIP — src ↗	$1.2M	2,743
ISHARES TR · S&P 500 VAL ETF CUSIP — src ↗	$1.2M	5,462
ISHARES TR · ISHARES SEMICDTR CUSIP — src ↗	$1.1M	2,954
ISHARES TR · RUS MID CAP ETF CUSIP — src ↗	$939K	9,275
ISHARES TR · SP SMCP600VL ETF CUSIP — src ↗	$921K	7,530
ISHARES TR · RUS 1000 VAL ETF CUSIP — src ↗	$916K	4,126
ISHARES TR · ISHARES BIOTECH CUSIP — src ↗	$729K	4,240
ISHARES TR · S&P SML 600 GWT CUSIP — src ↗	$488K	3,190
ISHARES TR · MSCI EMG MKT ETF CUSIP — src ↗	$403K	6,674
ISHARES TR · SELECT DIVID ETF CUSIP — src ↗	$399K	2,606
ISHARES TR · RUS 2000 VAL ETF CUSIP — src ↗	$244K	1,230
ISHARES TR · RUS MD CP GR ETF CUSIP — src ↗	$228K	1,716
ISHARES TR · DOW JONES US ETF CUSIP — src ↗	$224K	1,363

ticker not yet mapped

$53.9M

344,240

1.7%

—

AMERICAN CENTY ETF TR

9 positions · 9 reported rows

Rows Wedmont Private Capital reported for AMERICAN CENTY ETF TR, as it reported them
AMERICAN CENTY ETF TR · INTL SMCP VLU CUSIP 025072802 src ↗	$11.7M	110,884
AMERICAN CENTY ETF TR · US EQT ETF CUSIP 025072885 src ↗	$10.6M	92,022
AMERICAN CENTY ETF TR · US SML CP VALU CUSIP 025072877 src ↗	$9.0M	78,144
AMERICAN CENTY ETF TR · INTL EQT ETF CUSIP 025072703 src ↗	$6.3M	70,861
AMERICAN CENTY ETF TR · AVANTIS EMGMKT CUSIP 025072604 src ↗	$4.2M	49,230
AMERICAN CENTY ETF TR · INTERNATIONAL LR CUSIP 025072364 src ↗	$3.2M	40,922
AMERICAN CENTY ETF TR · EMERGING MKT VAL CUSIP 025072372 src ↗	$2.9M	46,094
AMERICAN CENTY ETF TR · US LARGE CAP VLU CUSIP 025072349 src ↗	$1.7M	20,631
AMERICAN CENTY ETF TR · AVANTIS US MID C CUSIP 025072133 src ↗	$701K	9,215

ticker not yet mapped

$50.4M

518,003

1.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MICROSOFT CORP · COM CUSIP —
2026-03-31 filed 2026-04-09 +9d

src ↗

$39.8M

106,223

1.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMAZON COM INC · COM CUSIP —
2026-03-31 filed 2026-04-09 +9d

src ↗

$37.5M

169,403

1.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PALANTIR TECHNOLOGIES INC · CL A CUSIP —
2026-03-31 filed 2026-04-09 +9d

src ↗

$37.4M

265,373

1.2%

—

VANGUARD CHARLOTTE FDS · TOTAL INT BD ETF CUSIP 92203J407
2026-03-31 filed 2026-04-09 +9d

src ↗

ticker not yet mapped

$32.9M

682,426

1.1%

—

VANGUARD WHITEHALL FDS

3 positions · 3 reported rows

Rows Wedmont Private Capital reported for VANGUARD WHITEHALL FDS, as it reported them
VANGUARD WHITEHALL FDS · INTL HIGH ETF CUSIP — src ↗	$13.6M	138,036
VANGUARD WHITEHALL FDS · INTL DVD ETF CUSIP 921946810 src ↗	$11.7M	127,708
VANGUARD WHITEHALL FDS · HIGH DIV YLD CUSIP — src ↗	$4.6M	30,183

ticker not yet mapped

$29.9M

295,927

1.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

META PLATFORMS INC · CL A CUSIP —
2026-03-31 filed 2026-04-09 +9d

src ↗

$29.1M

47,593

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BROADCOM INC · COM CUSIP —
2026-03-31 filed 2026-04-09 +9d

src ↗

$26.9M

76,629

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INVESCO QQQ TR · UNIT SER 1 CUSIP —
2026-03-31 filed 2026-04-09 +9d

src ↗

$22.4M

36,981

0.7%

BERKSHIRE HATHAWAY INC DEL

2 positions · 2 reported rows

Rows Wedmont Private Capital reported for BERKSHIRE HATHAWAY INC DEL, as it reported them
BERKSHIRE HATHAWAY INC DEL · CL B NEW CUSIP — src ↗	$17.9M	37,381
BERKSHIRE HATHAWAY INC DEL · CL A CUSIP — src ↗	$4.3M	6

$22.3M

37,387

0.7%

—

VANGUARD CALIF TAX FREE FDS · TAX EXEMPT BD FD CUSIP 922021605
2026-03-31 filed 2026-04-09 +9d

src ↗

ticker not yet mapped

$19.4M

194,623

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TESLA INC · COM CUSIP —
2026-03-31 filed 2026-04-09 +9d

src ↗

$19.2M

55,950

0.6%

—

ISHARES TR · BROAD USD HIGH CUSIP 46435U853
2026-03-31 filed 2026-04-09 +9d

src ↗

ticker not yet mapped

$17.9M

482,749

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JPMORGAN CHASE & CO · COM CUSIP —
2026-03-31 filed 2026-04-09 +9d

src ↗

$15.6M

50,587

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

STATE STR SPDR S&P 500 ETF T · TR UNIT CUSIP —
2026-03-31 filed 2026-04-09 +9d

src ↗

$15.1M

22,292

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ELI LILLY & CO · COM CUSIP —
2026-03-31 filed 2026-04-09 +9d

src ↗

$14.1M

14,822

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GE VERNOVA INC · COM CUSIP —
2026-03-31 filed 2026-04-09 +9d

src ↗

$12.9M

13,747

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WELLS FARGO & CO · COM CUSIP —
2026-03-31 filed 2026-04-09 +9d

src ↗

$12.2M

144,393

0.4%

—

DIMENSIONAL ETF TRUST

12 positions · 12 reported rows

Rows Wedmont Private Capital reported for DIMENSIONAL ETF TRUST, as it reported them
DIMENSIONAL ETF TRUST · US CORE EQUITY 2 CUSIP 25434V708 src ↗	$3.1M	76,662
DIMENSIONAL ETF TRUST · US SMALL CAP VAL CUSIP 25434V815 src ↗	$1.9M	52,687
DIMENSIONAL ETF TRUST · INTERNATNAL VAL CUSIP 25434V807 src ↗	$1.7M	30,285
DIMENSIONAL ETF TRUST · EMERGING MKTS CO CUSIP 25434V732 src ↗	$1.4M	38,988
DIMENSIONAL ETF TRUST · US TARGETED VLU CUSIP 25434V609 src ↗	$1.1M	16,672
DIMENSIONAL ETF TRUST · US SMALL CAP ETF CUSIP 25434V500 src ↗	$613K	8,260
DIMENSIONAL ETF TRUST · US MKTWIDE VALUE CUSIP 25434V724 src ↗	$598K	11,956
DIMENSIONAL ETF TRUST · WORLD EX US CORE CUSIP 25434V880 src ↗	$510K	14,225
DIMENSIONAL ETF TRUST · EMGR CRE EQT MNG CUSIP 25434V302 src ↗	$398K	11,075
DIMENSIONAL ETF TRUST · US CORE EQT MKT CUSIP 25434V104 src ↗	$312K	6,659
DIMENSIONAL ETF TRUST · GLOBAL REAL EST CUSIP 25434V658 src ↗	$298K	10,759
DIMENSIONAL ETF TRUST · INTL HIGH PROFIT CUSIP 25434V765 src ↗	$278K	8,225

ticker not yet mapped

$12.2M

286,453

0.4%

—

VANGUARD WORLD FD

6 positions · 6 reported rows

Rows Wedmont Private Capital reported for VANGUARD WORLD FD, as it reported them
VANGUARD WORLD FD · INF TECH ETF CUSIP 92204A702 src ↗	$9.8M	13,209
VANGUARD WORLD FD · ENERGY ETF CUSIP 92204A306 src ↗	$764K	4,639
VANGUARD WORLD FD · FINANCIALS ETF CUSIP — src ↗	$418K	3,326
VANGUARD WORLD FD · HEALTH CAR ETF CUSIP 92204A504 src ↗	$398K	1,430
VANGUARD WORLD FD · UTILITIES ETF CUSIP 92204A876 src ↗	$324K	1,604
VANGUARD WORLD FD · COMM SRVC ETF CUSIP 92204A884 src ↗	$261K	1,391

ticker not yet mapped

$11.9M

25,599

0.4%

—

VANGUARD STAR FDS · VG TL INTL STK F CUSIP 921909768
2026-03-31 filed 2026-04-09 +9d

src ↗

ticker not yet mapped

$11.8M

144,811

0.4%

—

SELECT SECTOR SPDR TR

10 positions · 10 reported rows

Rows Wedmont Private Capital reported for SELECT SECTOR SPDR TR, as it reported them
SELECT SECTOR SPDR TR · STATE STREET TEC CUSIP — src ↗	$3.5M	24,442
SELECT SECTOR SPDR TR · STATE STREET FIN CUSIP 81369Y605 src ↗	$1.5M	29,442
SELECT SECTOR SPDR TR · STATE STREET CON CUSIP — src ↗	$1.2M	14,340
SELECT SECTOR SPDR TR · STATE STREET ENE CUSIP 81369Y506 src ↗	$1.0M	18,005
SELECT SECTOR SPDR TR · STATE STREET COM CUSIP 81369Y852 src ↗	$985K	8,655
SELECT SECTOR SPDR TR · STATE STREET IND CUSIP 81369Y704 src ↗	$652K	3,823
SELECT SECTOR SPDR TR · STATE STREET MAT CUSIP 81369Y100 src ↗	$543K	10,495
SELECT SECTOR SPDR TR · STATE STREET CON CUSIP 81369Y407 src ↗	$466K	4,209
SELECT SECTOR SPDR TR · STATE STREET HEA CUSIP 81369Y209 src ↗	$452K	3,019
SELECT SECTOR SPDR TR · STATE STREET UTI CUSIP — src ↗	$450K	9,626

ticker not yet mapped

$10.8M

126,056

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NETFLIX INC. · COM CUSIP —
2026-03-31 filed 2026-04-09 +9d

src ↗

$10.6M

106,642

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EXXON MOBIL CORP · COM CUSIP —
2026-03-31 filed 2026-04-09 +9d

src ↗

$10.6M

67,672

0.3%

—

ISHARES TR

3 positions · 3 reported rows

Rows Wedmont Private Capital reported for ISHARES TR, as it reported them
ISHARES TR · CORE MSCI INTL CUSIP 46435G326 src ↗	$8.2M	93,710
ISHARES TR · CORE INTL AGGR CUSIP 46435G672 src ↗	$1.8M	36,165
ISHARES TR · MSCI INTL VLU FT CUSIP 46435G409 src ↗	$464K	11,121

ticker not yet mapped

$10.5M

140,996

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WALMART INC · COM CUSIP —
2026-03-31 filed 2026-04-09 +9d

src ↗

$9.8M

76,664

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ORACLE CORP · COM CUSIP —
2026-03-31 filed 2026-04-09 +9d

src ↗

$9.3M

65,023

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ABBVIE INC · COM CUSIP —
2026-03-31 filed 2026-04-09 +9d

src ↗

$9.1M

43,207

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JOHNSON & JOHNSON · COM CUSIP —
2026-03-31 filed 2026-04-09 +9d

src ↗

$8.3M

34,444

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VISA INC · COM CL A CUSIP —
2026-03-31 filed 2026-04-09 +9d

src ↗

$8.2M

26,534

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NEWMONT CORP · COM CUSIP —
2026-03-31 filed 2026-04-09 +9d

src ↗

$7.7M

65,221

0.2%

—

SPDR SERIES TRUST

9 positions · 9 reported rows

Rows Wedmont Private Capital reported for SPDR SERIES TRUST, as it reported them
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$2.1M	84,517
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$1.5M	9,862
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$1.4M	22,104
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$643K	8,080
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$555K	19,392
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$475K	4,602
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$387K	12,386
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$238K	8,186
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$219K	2,147

ticker not yet mapped

$7.5M

171,276

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COSTCO WHOLESALE CORPORATION · COM CUSIP —
2026-03-31 filed 2026-04-09 +9d

src ↗

$7.0M

6,799

0.2%

—

ISHARES TR

6 positions · 6 reported rows

Rows Wedmont Private Capital reported for ISHARES TR, as it reported them
ISHARES TR · CORE DIV GRWTH CUSIP — src ↗	$2.7M	37,239
ISHARES TR · US SML CAP EQT CUSIP 46434V290 src ↗	$1.7M	21,170
ISHARES TR · INTL EQTY FACTOR CUSIP 46434V274 src ↗	$1.2M	30,276
ISHARES TR · CORE MSCI EURO CUSIP 46434V738 src ↗	$695K	9,391
ISHARES TR · 0-5YR HI YL CP CUSIP — src ↗	$318K	7,491
ISHARES TR · TRS FLT RT BD CUSIP 46434V860 src ↗	$270K	5,338

ticker not yet mapped

$6.9M

110,905

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CATERPILLAR INC · COM CUSIP —
2026-03-31 filed 2026-04-09 +9d

src ↗

$6.6M

8,512

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ADVANCED MICRO DEVICES INC · COM CUSIP —
2026-03-31 filed 2026-04-09 +9d

src ↗

$6.3M

27,372

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MICRON TECHNOLOGY INC · COM CUSIP —
2026-03-31 filed 2026-04-09 +9d

src ↗

$6.0M

14,714

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GE AEROSPACE · COM NEW CUSIP —
2026-03-31 filed 2026-04-09 +9d

src ↗

$5.8M

18,677

0.2%

—

VANGUARD SPECIALIZED FUNDS · DIV APP ETF CUSIP —
2026-03-31 filed 2026-04-09 +9d

src ↗

ticker not yet mapped

$5.7M

25,507

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MASTERCARD INCORPORATED · CL A CUSIP —
2026-03-31 filed 2026-04-09 +9d

src ↗

$5.6M

11,063

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GOLDMAN SACHS GROUP INC · COM CUSIP —
2026-03-31 filed 2026-04-09 +9d

src ↗

$5.3M

5,805

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

APPLIED MATLS INC · COM CUSIP —
2026-03-31 filed 2026-04-09 +9d

src ↗

$5.2M

13,406

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PHILIP MORRIS INTL INC · COM CUSIP —
2026-03-31 filed 2026-04-09 +9d

src ↗

$5.1M

31,998

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COCA COLA CO · COM CUSIP —
2026-03-31 filed 2026-04-09 +9d

src ↗

$5.1M

66,582

0.2%

—

HINGE HEALTH INC · CL A CUSIP 433313103
2026-03-31 filed 2026-04-09 +9d

src ↗

ticker not yet mapped

$5.1M

133,303

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GILEAD SCIENCES INC · COM CUSIP —
2026-03-31 filed 2026-04-09 +9d

src ↗

$4.6M

32,777

0.1%

—

INVESCO EXCHANGE TRADED FD T

6 positions · 6 reported rows

Rows Wedmont Private Capital reported for INVESCO EXCHANGE TRADED FD T, as it reported them
INVESCO EXCHANGE TRADED FD T · S&P500 EQL WGT CUSIP — src ↗	$1.9M	9,844
INVESCO EXCHANGE TRADED FD T · BUYBACK ACHIEV CUSIP — src ↗	$960K	7,049
INVESCO EXCHANGE TRADED FD T · S&P 500 TOP 50 CUSIP — src ↗	$544K	9,641
INVESCO EXCHANGE TRADED FD T · LARGE CAP VALUE CUSIP — src ↗	$445K	6,223
INVESCO EXCHANGE TRADED FD T · HIG YLD EQ DIV CUSIP — src ↗	$406K	18,885
INVESCO EXCHANGE TRADED FD T · RAFI US 1500 CUSIP — src ↗	$222K	4,631

ticker not yet mapped

$4.5M

56,273

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ANALOG DEVICES INC · COM CUSIP —
2026-03-31 filed 2026-04-09 +9d

src ↗

$4.5M

12,957

0.1%

—

EA SERIES TRUST

2 positions · 2 reported rows

Rows Wedmont Private Capital reported for EA SERIES TRUST, as it reported them
EA SERIES TRUST · ALPHA ARCH 1-3 CUSIP 02072L565 src ↗	$2.7M	23,492
EA SERIES TRUST · EA BRIDGEWAY OMN CUSIP 02072L532 src ↗	$1.6M	60,468

ticker not yet mapped

$4.3M

83,960

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LAM RESEARCH CORP · COM NEW CUSIP —
2026-03-31 filed 2026-04-09 +9d

src ↗

$4.3M

17,485

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CISCO SYS INC · COM CUSIP —
2026-03-31 filed 2026-04-09 +9d

src ↗

$4.3M

51,459

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

RTX CORPORATION · COM CUSIP —
2026-03-31 filed 2026-04-09 +9d

src ↗

$4.3M

21,044

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CHEVRON CORPORATION · COM CUSIP —
2026-03-31 filed 2026-04-09 +9d

src ↗

$4.1M

21,095

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

UNITEDHEALTH GROUP INC · COM CUSIP —
2026-03-31 filed 2026-04-09 +9d

src ↗

$4.0M

13,044

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PROCTER & GAMBLE CO · COM CUSIP —
2026-03-31 filed 2026-04-09 +9d

src ↗

$3.9M

26,951

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

REVOLUTION MEDICINES INC · COM CUSIP —
2026-03-31 filed 2026-04-09 +9d

src ↗

$3.9M

40,231

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

HOME DEPOT INC · COM CUSIP —
2026-03-31 filed 2026-04-09 +9d

src ↗

$3.9M

11,572

0.1%

—

WISDOMTREE TR · US QTLY DIV GRT CUSIP —
2026-03-31 filed 2026-04-09 +9d

src ↗

ticker not yet mapped

$3.9M

42,841

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMERICAN EXPRESS CO · COM CUSIP —
2026-03-31 filed 2026-04-09 +9d

src ↗

$3.9M

12,172

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PARKER-HANNIFIN CORP · COM CUSIP —
2026-03-31 filed 2026-04-09 +9d

src ↗

$3.8M

3,883

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BANK AMERICA CORP · COM CUSIP —
2026-03-31 filed 2026-04-09 +9d

src ↗

$3.7M

72,018

0.1%

—

SPDR INDEX SHS FDS

2 positions · 2 reported rows

Rows Wedmont Private Capital reported for SPDR INDEX SHS FDS, as it reported them
SPDR INDEX SHS FDS · STATE STREET SPD CUSIP 78463X889 src ↗	$2.3M	48,645
SPDR INDEX SHS FDS · STATE STREET SPD CUSIP 78463X509 src ↗	$1.4M	27,722

ticker not yet mapped

$3.7M

76,367

0.1%

—

VANECK ETF TRUST

3 positions · 3 reported rows

Rows Wedmont Private Capital reported for VANECK ETF TRUST, as it reported them
VANECK ETF TRUST · SEMICONDUCTR ETF CUSIP — src ↗	$1.8M	4,282
VANECK ETF TRUST · GOLD MINERS ETF CUSIP 92189F106 src ↗	$1.5M	15,574
VANECK ETF TRUST · SHRT HGH YLD MUN CUSIP 92189F387 src ↗	$302K	13,315

ticker not yet mapped

$3.6M

33,171

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AT&T INC · COM CUSIP —
2026-03-31 filed 2026-04-09 +9d

src ↗

$3.5M

127,858

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMPHENOL CORP · CL A CUSIP —
2026-03-31 filed 2026-04-09 +9d

src ↗

$3.4M

25,432

0.1%

—

VANGUARD WORLD FD

3 positions · 3 reported rows

Rows Wedmont Private Capital reported for VANGUARD WORLD FD, as it reported them
VANGUARD WORLD FD · ESG US STK ETF CUSIP 921910733 src ↗	$2.2M	18,566
VANGUARD WORLD FD · ESG INTL STK ETF CUSIP 921910725 src ↗	$1.0M	13,732
VANGUARD WORLD FD · MEGA GRWTH IND CUSIP 921910816 src ↗	$205K	533

ticker not yet mapped

$3.4M

32,831

0.1%

—

INVESCO EXCH TRADED FD TR II

2 positions · 2 reported rows

Rows Wedmont Private Capital reported for INVESCO EXCH TRADED FD TR II, as it reported them
INVESCO EXCH TRADED FD TR II · S&P 500 MOMNTM CUSIP 46138E339 src ↗	$2.8M	22,963
INVESCO EXCH TRADED FD TR II · NATL AMT MUNI CUSIP — src ↗	$608K	26,158

ticker not yet mapped

$3.4M

49,121

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ARISTA NETWORKS INC · COM SHS CUSIP —
2026-03-31 filed 2026-04-09 +9d

src ↗

$3.3M

22,862

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

KLA CORP · COM NEW CUSIP —
2026-03-31 filed 2026-04-09 +9d

src ↗

$3.2M

1,943

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INTERNATIONAL BUSINESS MACHS · COM CUSIP —
2026-03-31 filed 2026-04-09 +9d

src ↗

$3.2M

13,247

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MERCK & CO INC · COM CUSIP —
2026-03-31 filed 2026-04-09 +9d

src ↗

$3.2M

25,861

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TAIWAN SEMICONDUCTOR MANUFAC · SPONSORED ADS CUSIP —
2026-03-31 filed 2026-04-09 +9d

src ↗

$3.2M

8,693

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TJX COS INC NEW · COM CUSIP —
2026-03-31 filed 2026-04-09 +9d

src ↗

$3.2M

19,558

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CITIGROUP INC · COM NEW CUSIP —
2026-03-31 filed 2026-04-09 +9d

src ↗

$3.1M

25,309

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MARRIOTT INTL INC NEW · CL A CUSIP —
2026-03-31 filed 2026-04-09 +9d

src ↗

$3.1M

8,961

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SALESFORCE INC · COM CUSIP —
2026-03-31 filed 2026-04-09 +9d

src ↗

$3.1M

17,402

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CONSTELLATION ENERGY CORP · COM CUSIP —
2026-03-31 filed 2026-04-09 +9d

src ↗

$3.0M

10,516

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

APPLOVIN CORP · COM CL A CUSIP —
2026-03-31 filed 2026-04-09 +9d

src ↗

$3.0M

7,570

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMGEN INC · COM CUSIP —
2026-03-31 filed 2026-04-09 +9d

src ↗

$3.0M

8,435

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

QUANTA SVCS INC · COM CUSIP —
2026-03-31 filed 2026-04-09 +9d

src ↗

$2.9M

5,064

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INTUITIVE SURGICAL INC · COM NEW CUSIP —
2026-03-31 filed 2026-04-09 +9d

src ↗

$2.9M

6,284

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ABBOTT LABORATORIES · COM CUSIP —
2026-03-31 filed 2026-04-09 +9d

src ↗

$2.9M

27,899

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CADENCE DESIGN SYSTEM INC · COM CUSIP —
2026-03-31 filed 2026-04-09 +9d

src ↗

$2.8M

9,510

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MCDONALDS CORP · COM CUSIP —
2026-03-31 filed 2026-04-09 +9d

src ↗

$2.7M

8,648

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ISHARES BITCOIN TRUST ETF · SHS BEN INT CUSIP —
2026-03-31 filed 2026-04-09 +9d

src ↗

$2.6M

63,951

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NORTHROP GRUMMAN CORP · COM CUSIP —
2026-03-31 filed 2026-04-09 +9d

src ↗

$2.6M

3,716

0.1%

1–20 of the 100 issuers on this page

One line per issuer, largest first — open a line for its reported rows. Grouping ↗

Book shape

Tick = median of the 8,748 tracked filers with a 2026-03-31 book (the index median: the 8,662 with a complete book). Concentration uses reported 13F long value, not total assets; the index is withheld when any position lacks a value.

share of the period's disclosed value held in the top-N positions; denominator is reported 13F value, not total assets: 60.3%below median 80.0%
integer Herfindahl–Hirschman index in basis points over disclosed position values: 268 bpsbelow median 446 bps
holdings with no disclosed value (undisclosed, or unreadable on the filing) — kept and counted, never shown as zero: 838 / 838median book 97.5 positions

895 quarter-over-quarter rows

Filing history

Available filing periods
Period	Source
2026-03-31	EDGAR ↗
2026-06-30	EDGAR ↗

Complete source filings on SEC EDGAR

The filing on EDGAR is the record, including any filed after this build.

Open Wedmont Private Capital's 13F filings on SEC EDGAR ↗

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings: a position may have changed or closed since the quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars; each record notes its original unit.

Affiliated managers may report the same position, so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice.

Changes · Q1 2026Quarter ended 2026-03-31. Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Reported positions — 2026-03-31

Book shape

Filing history

Changes · Quarter ended 2026-03-31. Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.