Institutional Fund
Wedmont Private Capital
West Chester, PACIK 19042745 filings on record
Portfolio Value
$3.10B
Q1 2026
Holdings
838
Reported positions
New Buys
89
Opened this quarter
QoQ Change
+7.7%
from $2.88B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Tax-Managed Fds10.4%
- Vanguard Intl Equity Index F6.0%
- Vanguard Index Fds5.1%
- Vanguard Index Fds3.9%
- Ishares Tr3.6%
- Vanguard Scottsdale Fds3.4%
- Other67.7%
Portfolio Holdings
838 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Tax-Managed Fds | 4.74M | $321.52M | 10.4% | +432.2K | Added |
| 2 | Vanguard Intl Equity Index F | 3.28M | $185.37M | 6.0% | +253.6K | Added |
| 3 | Vanguard Index Fds | 475.3K | $158.60M | 5.1% | +49.4K | Added |
| 4 | Vanguard Index Fds | 194.1K | $120.58M | 3.9% | +6.3K | Added |
| 5 | Ishares Tr | 1.16M | $110.52M | 3.6% | +49.8K | Added |
| 6 | Vanguard Scottsdale Fds | 1.36M | $104.50M | 3.4% | +205.5K | Added |
| 7 | Ishares Tr | 4.37M | $100.10M | 3.2% | +544.8K | Added |
| 8 | Nvidia Corporation | 452.5K | $82.40M | 2.7% | −5.7K | Reduced |
| 9 | Vanguard Mun Bd Fds | 1.59M | $79.60M | 2.6% | +265.5K | Added |
| 10 | Apple Inc | 285.4K | $73.88M | 2.4% | +2.5K | Added |
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