Wedmont Private Capital

CIK 0001904274 · Q2 2026

13F Equity AUM

$3.6B

+17.6% QoQ

Positions

949

+111 QoQ

AUM Rank

#1,756

Top 14%

Skill Alpha (FF)

-1.9%/yr^ns

No Clear Edge

Rank #5,669 · Top 68%

vs S&P -2.6%/yr (unadj.)

Quarters Tracked

~4 years

Portfolio Concentration

Top 5: 29.2%Top 10: 43.6%Top 20: 55.6%

VEA10.3%

VTI6.0%

VWO5.9%

VOO3.9%

IEFA3.2%

VTC3.1%

VTEB3.0%

GOVT2.9%

NVDA2.9%

AAPL2.6%

Others (939)56.4%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services67.1%

Technology13.4%

Communication Services4.4%

Consumer Cyclical3.3%

Healthcare3.1%

Industrials2.6%

Other6.2%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 949Median: 0.02%Avg: 0.11%

0–0.5%

918(37.2%)

0.5–1%

15(10.7%)

1–3%

10(19.8%)

3–5%

3(10.1%)

5%+

3(22.1%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 949vs 20 funds

0%Low

949

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New145Increased514Decreased229Exited34

New Positions

RLI0.1%

+60K

CHTR0.1%

+17K

PLNT0.1%

+36K

VBIL0.1%

+23K

QQQM0.1%

+7K

BRO0.1%

+29K

BRBR0.0%

+128K

WAY0.0%

+58K

EVLV0.0%

+277K

LBRDK0.0%

+31K

Increased

VTEB3.0%

+580K(+37%)

VEA10.3%

+532K(+11%)

GOVT2.9%

+302K(+7%)

VWO5.9%

+291K(+9%)

VO0.5%

+178K(+302%)

VXUS0.7%

+156K(+108%)

SCHD0.2%

+122K(+121%)

VEU0.7%

+115K(+61%)

VTC3.1%

+113K(+8%)

VTI6.0%

+107K(+22%)

Decreased

HNGE0.1%

-102,325(-77%)

IBIT0.0%

-42,308(-66%)

MPT0.0%

-27,558(-38%)

GOOG1.3%

-22,299(-14%)

BOXX0.0%

-14,864(-63%)

VIGI0.3%

-13,789(-11%)

DBEF0.0%

-13,444(-49%)

SCHP0.0%

-12,098(-59%)

ET0.0%

-10,170(-42%)

PFE0.0%

-9,950(-19%)

Exited

-9,505

-2,549

-19,460

-23,674

-1,649

-6,012

-10,715

-2,086

-5,087

-2,195

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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