Wedmont Private Capital Portfolio Holdings
Wedmont Private Capital
- $2.28 Billion
- Q2 2025
Wedmont Private Capital has filed its 13F form on July 10, 2025 for Q2 2025 where it was disclosed a total value porftolio of $2.28 Billion distributed in 742 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Ftse Developed Market with a value of $204M, Vanguard Ftse Emerging Mkts Et with a value of $129M, Vanguard Total Stock Market Et with a value of $111M, Ishares Tr with a value of $94.1M, and Vanguard Index Fds S&P 500 ETF with a value of $88.2M.
Examining the 13F form we can see an increase of $285M in the current position value, from $1.99B to 2.28B.
Below you can find more details about Wedmont Private Capital portfolio as well as his latest detailed transactions.
Portfolio value
$2.28 Billion
ETFs: $1.39 Billion
Technology: $299 Million
Financial Services: $136 Million
Communication Services: $104 Million
Consumer Cyclical: $93.4 Million
Healthcare: $73 Million
Industrials: $67.3 Million
Consumer Defensive: $43 Million
Other: $67.1 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 742
- Current Value $2.28 Billion
- Prior Value $1.99 Billion
- Filing
- Period Q2 2025
- Filing Date July 10, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 75 stocks
- Additional Purchases 438 stocks
- Sold out of 0 stocks
- Reduced holdings in 194 stocks