Wedmont Private Capital

$3.1B reported 13(f) long value · latest quarter 2026-06-30 · CIK 1904274 · EDGAR ↗

sum of disclosed values for 2026-03-31; 0 positions carry a NULL value and are excluded from the sum, surfaced here rather than folded away: $3.1B
ALL retained default holdings for this (filer, period), including NULL-value ones: 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

A quarter-end snapshot. Filed up to 45 days later, so this page is not current holdings and never a complete portfolio. what a 13F is — and is not ↓ methodology §13F ↗

Position changes — into 2026-03-31

by shares · Δ value · filing link · how changes are classified §

Position changes into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match `identity_reconciled_by_cusip`	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 `classified_by_value` · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake	derived by Public Filings from the published aggregate; NULL 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 `shares_unit_mismatch`	Prev value	Curr value	Prev shares	Curr shares
position key `pos:17409` · issuer key `cusip6:921943` VAN FTSE DEV MKT	ADD	+$46.3M	+432,212	$275M	$322M	4,308,564	4,740,776
position key `sid:sec:prov:2727b63284f6235da134480881be8949` · issuer key `cusip6:922042` FTSE EMR MKT ETF	ADD	+$18.1M	+253,553	$167M	$185M	3,027,310	3,280,863
position key `pos:12944` · issuer key `cusip6:922908` TOTAL STK MKT	ADD	+$13.8M	+49,390	$145M	$159M	425,885	475,275
position key `sid:sec:prov:127f0021d8310eeeecdea8298c5f12e5` · issuer key `cusip6:922908` S&P 500 ETF SHS	ADD	+$1.5M	+6,285	$119M	$121M	187,783	194,068
position key `sid:sec:prov:f1fd766d326ca552a85c000a4415c3d6` · issuer key `cusip6:46432F` CORE MSCI EAFE	ADD	+$9.3M	+49,757	$101M	$111M	1,108,495	1,158,252
position key `sid:sec:prov:e0ee61cca0967154e35bfb0f83e8b69e` · issuer key `cusip6:92206C` TOTAL CORP BND	ADD	+$14.9M	+205,526	$89.6M	$104M	1,150,759	1,356,285
position key `sid:sec:prov:b01efafd9c52181221003a3f82558332` · issuer key `cusip6:46429B` US TREAS BD ETF	ADD	+$11.8M	+544,772	$88.3M	$100M	3,825,629	4,370,401
position key `pos:15642` · issuer key `iss:1334` COM	TRIM	−$4.3M	−5,694	$86.7M	$82.4M	458,227	452,533
position key `sid:sec:prov:3befb2dfacacebff62a1d992609b2891` · issuer key `cusip6:922907` TAX EXEMPT BD	ADD	+$12.8M	+265,487	$66.8M	$79.6M	1,322,300	1,587,787
position key `pos:13215` · issuer key `iss:144` COM	ADD	+$248K	+2,519	$73.6M	$73.9M	282,853	285,372
position key `pos:13905` · issuer key `iss:1016` CORE MSCI EMKT	ADD	+$6.0M	+29,604	$60.5M	$66.4M	866,536	896,140
position key `pos:16556` · issuer key `iss:1013` NATIONAL MUN ETF	ADD	+$322K	+6,901	$50.1M	$50.4M	465,572	472,473
position key `pos:17821` · issuer key `iss:89` CAP STK CL C	ADD	+$15.9M	+53,192	$34.3M	$50.2M	106,413	159,605
position key `pos:15142` · issuer key `iss:89` CAP STK CL A	ADD	+$12.9M	+42,281	$34.2M	$47.1M	106,063	148,344
position key `pos:11825` · issuer key `iss:1225` COM	TRIM	−$13.6M	−4,096	$53.3M	$39.8M	110,319	106,223
position key `pos:14175` · issuer key `iss:95` COM	ADD	−$2.2M	+4,935	$39.7M	$37.5M	164,468	169,403
position key `pos:12445` · issuer key `iss:1405` CL A	ADD	−$10.5M	+1,899	$47.9M	$37.4M	263,474	265,373
position key `sid:sec:prov:efecb32bb577807f0d7dfd77d5f0f1ba` · issuer key `cusip6:92203J` TOTAL INT BD ETF	ADD	+$2.6M	+56,774	$30.4M	$32.9M	625,652	682,426
position key `pos:11390` · issuer key `iss:720` CL A	ADD	−$1.4M	+539	$30.5M	$29.1M	47,054	47,593
position key `sid:sec:prov:07646ab00566418db3b000ee163a95ee` · issuer key `cusip6:922042` FTSE SMCAP ETF	TRIM	+$329K	−5,961	$27.4M	$27.8M	186,833	180,872
position key `pos:12476` · issuer key `iss:1633` INTL EQTY ETF	ADD	+$1.7M	+1,553	$25.5M	$27.1M	1,035,169	1,036,722
position key `pos:12827` · issuer key `iss:323` COM	TRIM	+$214K	−966	$26.7M	$26.9M	77,595	76,629
position key `pos:11173` · issuer key `iss:995` UNIT SER 1	ADD	+$6.0M	+10,632	$16.4M	$22.4M	26,349	36,981
position key `sid:sec:prov:026b9a5ba65b32d2a2abceb0daea5979` · issuer key `cusip6:922021` TAX EXEMPT BD FD	ADD	+$3.3M	+34,510	$16.1M	$19.4M	160,113	194,623
position key `pos:10357` · issuer key `iss:1786` COM	ADD	−$4.4M	+1,247	$23.6M	$19.2M	54,703	55,950
position key `pos:11205` · issuer key `iss:255` CL B NEW	ADD	−$398K	+431	$18.3M	$17.9M	36,950	37,381
position key `sid:sec:prov:a171e06cda613d537a724e47e506b8dd` · issuer key `cusip6:46435U` BROAD USD HIGH	ADD	+$1.3M	+40,841	$16.6M	$17.9M	441,908	482,749
position key `pos:14055` · issuer key `cusip6:922908` MID CAP ETF	ADD	+$1.3M	+3,984	$16.3M	$17.6M	55,132	59,116
position key `pos:17231` · issuer key `cusip6:922908` SMALL CP ETF	ADD	+$992K	+2,444	$15.4M	$16.4M	57,607	60,051
position key `pos:18039` · issuer key `iss:1025` COM	ADD	−$54.6K	+2,776	$15.6M	$15.6M	47,811	50,587
position key `pos:11570` · issuer key `iss:1599` TR UNIT	ADD	+$562K	+1,253	$14.5M	$15.1M	21,039	22,292
position key `pos:13994` · issuer key `cusip6:922042` ALLWRLD EX US	ADD	+$7.9M	+95,643	$7.1M	$15.0M	93,946	189,589
position key `pos:15863` · issuer key `iss:1123` COM	ADD	−$2.0M	+303	$16.1M	$14.1M	14,519	14,822
position key `pos:15909` · issuer key `iss:1633` US BRD MKT ETF	ADD	+$724K	+37,134	$13.4M	$14.1M	502,881	540,015
position key `pos:14012` · issuer key `cusip6:921946` INTL HIGH ETF	TRIM	+$1.0M	−228	$12.5M	$13.6M	138,264	138,036
position key `pos:17386` · issuer key `iss:806` COM	ADD	+$7.7M	+5,920	$5.2M	$12.9M	7,827	13,747
position key `pos:11009` · issuer key `iss:1633` MUN BD ETF	ADD	−$92.6K	+1,766	$12.7M	$12.7M	492,383	494,149
position key `pos:10986` · issuer key `cusip6:922908` VALUE ETF	ADD	+$6.0M	+28,297	$6.4M	$12.3M	32,800	61,097
position key `pos:11688` · issuer key `iss:1955` COM	TRIM	−$2.7M	−14,286	$15.0M	$12.2M	158,679	144,393
position key `pos:11695` · issuer key `cusip6:922908` LARGE CAP ETF	ADD	+$589K	+2,795	$11.5M	$12.1M	36,185	38,980
position key `sid:sec:prov:e80cc45ae7833b901a24570947177154` · issuer key `cusip6:921909` VG TL INTL STK F	ADD	+$1.5M	+12,278	$10.2M	$11.8M	132,533	144,811
position key `sid:sec:prov:b60a9240834e9618fc717604b8d917cd` · issuer key `cusip6:921946` INTL DVD ETF	TRIM	−$925K	−8,887	$12.7M	$11.7M	136,595	127,708
position key `sid:sec:prov:1a16c94e63bc0be2b7b032875805818f` · issuer key `cusip6:025072` INTL SMCP VLU	ADD	+$1.1M	+373	$10.6M	$11.7M	110,511	110,884
position key `pos:10307` · issuer key `iss:1012` CORE S&P500 ETF	ADD	+$921K	+1,648	$10.0M	$11.0M	14,480	16,128
position key `sid:sec:prov:be75af0056554524224123e99ef018fb` · issuer key `cusip6:025072` US EQT ETF	ADD	+$187K	+322	$10.4M	$10.6M	91,700	92,022
position key `pos:15433` · issuer key `iss:1290` COM	TRIM	+$734K	−2,093	$9.9M	$10.6M	108,735	106,642
position key `pos:14552` · issuer key `iss:711` COM	ADD	+$2.8M	+2,282	$7.7M	$10.6M	65,390	67,672
position key `sid:sec:prov:e10fb4f0bf62f2cd6470d7f399584bca` · issuer key `cusip6:92204A` INF TECH ETF	ADD	+$154K	+667	$9.6M	$9.8M	12,542	13,209
position key `pos:13490` · issuer key `iss:1939` COM	ADD	+$1.5M	+3,319	$8.3M	$9.8M	73,345	76,664
position key `pos:16072` · issuer key `iss:1370` COM	TRIM	−$6.9M	−19,239	$16.2M	$9.3M	84,262	65,023
position key `pos:15499` · issuer key `iss:23` COM	ADD	−$676K	+1,146	$9.8M	$9.1M	42,061	43,207
position key `pos:12778` · issuer key `iss:1633` EMRG MKTEQ ETF	TRIM	+$175K	−538	$8.9M	$9.1M	265,105	264,567
position key `sid:sec:prov:3fe659bf87a2644a2d7bd1c1995519a0` · issuer key `cusip6:025072` US SML CP VALU	ADD	+$750K	+19	$8.2M	$9.0M	78,125	78,144
position key `pos:11199` · issuer key `cusip6:922042` TT WRLD ST ETF	ADD	+$1.8M	+12,434	$6.7M	$8.6M	46,725	59,159
position key `pos:13599` · issuer key `iss:1035` COM	ADD	+$1.9M	+3,732	$6.4M	$8.3M	30,712	34,444
position key `pos:12848` · issuer key `iss:1921` COM CL A	TRIM	−$1.6M	−1,110	$9.8M	$8.2M	27,644	26,534
position key `pos:13931` · issuer key `iss:1013` CALIF MUN BD ETF	TRIM	−$960K	−15,382	$9.1M	$8.1M	157,426	142,044
position key `pos:13933` · issuer key `iss:1307` COM	ADD	+$691K	+276	$7.0M	$7.7M	64,945	65,221
position key `pos:16868` · issuer key `iss:1012` CORE S&P MCP ETF	ADD	+$492K	+3,629	$7.1M	$7.6M	104,019	107,648
position key `pos:16567` · issuer key `iss:1633` INTL SCEQT ETF	ADD	+$389K	+56	$7.0M	$7.4M	151,015	151,071
position key `pos:13780` · issuer key `cusip6:922908` EXTEND MKT ETF	ADD	+$3.9M	+18,080	$3.2M	$7.1M	14,889	32,969
position key `pos:12030` · issuer key `iss:525` COM	ADD	+$1.5M	+517	$5.5M	$7.0M	6,282	6,799
position key `pos:11463` · issuer key `iss:1012` CORE S&P TTL STK	TRIM	−$430K	−2,008	$7.3M	$6.9M	48,351	46,343
position key `pos:11209` · issuer key `cusip6:922908` GROWTH ETF	ADD	+$393K	+1,834	$6.3M	$6.7M	12,866	14,700
position key `pos:13432` · issuer key `iss:411` COM	ADD	+$1.7M	+325	$4.9M	$6.6M	8,187	8,512
position key `pos:14060` · issuer key `iss:47` COM	ADD	+$1.2M	+3,041	$5.1M	$6.3M	24,331	27,372
position key `sid:sec:prov:b230dc463ba740efd17545a3a0ec73b6` · issuer key `cusip6:025072` INTL EQT ETF	ADD	+$390K	+127	$5.9M	$6.3M	70,734	70,861
position key `pos:15221` · issuer key `iss:1228` COM	ADD	+$1.4M	+1,087	$4.6M	$6.0M	13,627	14,714
position key `pos:12492` · issuer key `iss:810` COM NEW	TRIM	−$837K	−1,688	$6.6M	$5.8M	20,365	18,677
position key `pos:16249` · issuer key `cusip6:921908` DIV APP ETF	ADD	+$41.7K	+247	$5.6M	$5.7M	25,260	25,507
position key `pos:14206` · issuer key `iss:1193` CL A	TRIM	−$1.2M	−765	$6.9M	$5.6M	11,828	11,063
position key `pos:14033` · issuer key `iss:1012` CORE S&P SCP ETF	ADD	+$430K	+1,433	$4.9M	$5.4M	39,980	41,413
position key `pos:11938` · issuer key `iss:834` COM	ADD	+$1.9K	+219	$5.3M	$5.3M	5,586	5,805
position key `pos:14157` · issuer key `iss:149` COM	TRIM	+$1.1M	−410	$4.0M	$5.2M	13,816	13,406
position key `pos:15198` · issuer key `iss:1445` COM	ADD	+$216K	+198	$4.9M	$5.1M	31,800	31,998
position key `pos:10493` · issuer key `iss:471` COM	ADD	+$739K	+1,323	$4.4M	$5.1M	65,259	66,582
position key `sid:sec:prov:15b122a1959cdc720dffb69686bc9994` · issuer key `cusip6:433313` CL A	NEW	+$5.1M	+133,303	$0	$5.1M	—	133,303
position key `pos:16562` · issuer key `cusip6:922908` SM CP VAL ETF	ADD	+$835K	+3,077	$3.9M	$4.8M	18,045	21,122
position key `pos:10600` · issuer key `iss:821` COM	ADD	+$2.4M	+14,929	$2.2M	$4.6M	17,848	32,777
position key `pos:12412` · issuer key `cusip6:921946` HIGH DIV YLD	ADD	+$769K	+3,843	$3.8M	$4.6M	26,340	30,183
position key `pos:14307` · issuer key `iss:127` COM	ADD	+$3.2M	+8,558	$1.3M	$4.5M	4,399	12,957
position key `pos:11020` · issuer key `iss:255` CL A	TRIM	−$892K	−1	$5.2M	$4.3M	7	6
position key `pos:10455` · issuer key `iss:1091` COM NEW	TRIM	−$972K	−8,522	$5.3M	$4.3M	26,007	17,485
position key `pos:11944` · issuer key `iss:454` COM	ADD	+$825K	+4,854	$3.5M	$4.3M	46,605	51,459
position key `pos:15626` · issuer key `iss:1529` COM	ADD	+$624K	+1,349	$3.7M	$4.3M	19,695	21,044
position key `sid:sec:prov:e67b261774c0e9784350215e4188de1c` · issuer key `cusip6:025072` AVANTIS EMGMKT	TRIM	−$119K	−5,182	$4.3M	$4.2M	54,412	49,230
position key `pos:11717` · issuer key `iss:440` COM	ADD	+$869K	+476	$3.2M	$4.1M	20,619	21,095
position key `pos:15702` · issuer key `iss:1012` RUSSELL 2000 ETF	ADD	+$697K	+2,428	$3.3M	$4.0M	12,896	15,324
position key `pos:16115` · issuer key `iss:1869` COM	TRIM	−$1.1M	−1,951	$5.1M	$4.0M	14,995	13,044
position key `pos:13746` · issuer key `iss:1012` S&P 500 GRWT ETF	ADD	+$2.8M	+23,817	$1.2M	$3.9M	9,225	33,042
position key `pos:14992` · issuer key `iss:1485` COM	ADD	+$251K	+476	$3.7M	$3.9M	26,475	26,951
position key `sid:sec:prov:7175357d7c86ef92a73a4c94c374b858` · issuer key `cusip6:92206C` INTER TERM TREAS	ADD	+$102K	+2,313	$3.8M	$3.9M	63,291	65,604
position key `pos:14656` · issuer key `iss:1552` COM	ADD	−$222K	+175	$4.1M	$3.9M	40,056	40,231
position key `pos:10715` · issuer key `iss:916` COM	TRIM	−$433K	−813	$4.3M	$3.9M	12,385	11,572
position key `pos:17423` · issuer key `iss:1982` US QTLY DIV GRT	ADD	+$32.3K	+263	$3.8M	$3.9M	42,578	42,841
position key `pos:11849` · issuer key `iss:104` COM	TRIM	−$800K	−123	$4.7M	$3.9M	12,295	12,172
position key `pos:10128` · issuer key `iss:1413` COM	ADD	+$281K	+63	$3.5M	$3.8M	3,820	3,883
position key `pos:13234` · issuer key `iss:230` COM	TRIM	−$381K	−1,989	$4.1M	$3.7M	74,007	72,018
position key `sid:sec:prov:cdd10414e490441353b8d5156a0f8caf` · issuer key `cusip6:922042` FTSE EUROPE ETF	ADD	+$66.9K	+2	$3.7M	$3.7M	43,039	43,041
position key `sid:sec:prov:63fa5c7c9852af95fc89e071b88157c3` · issuer key `cusip6:922908` REAL ESTATE ETF	ADD	+$667K	+5,916	$3.0M	$3.6M	33,688	39,604

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
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match `identity_reconciled_by_cusip`	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 `classified_by_value` · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake	derived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero	Prev value	Curr value	Prev shares	Curr shares
position key `sid:sec:prov:29f8d97ab26dd0c9ac1e35bec6ed33b8` · issuer key `cusip6:46435G` CORE MSCI INTL	NO CHANGE	+$359K	$7.9M	$8.2M	93,710	93,710
position key `sid:sec:prov:6101ed6489a0038cfb35de65d5250d60` · issuer key `cusip6:33735K` COM SHS	NO CHANGE	−$30.8K	$2.5M	$2.5M	15,400	15,400
position key `pos:17905` · issuer key `iss:1981` US LARGECAP DIVD	NO CHANGE	+$54.3K	$1.7M	$1.8M	19,616	19,616
position key `sid:sec:prov:6d7bd74852196b4e59e6b443b5999a54` · issuer key `cusip6:46434V` US SML CAP EQT	NO CHANGE	+$21.8K	$1.6M	$1.7M	21,170	21,170
position key `sid:sec:prov:8cc6d731232d1ac429fb431a7ea6a184` · issuer key `cusip6:92189F` GOLD MINERS ETF	NO CHANGE	+$111K	$1.4M	$1.5M	15,574	15,574
position key `sid:sec:prov:35d1f2a02d361acac815b90aa73a029f` · issuer key `cusip6:33734K` COM SHS	NO CHANGE	+$53.5K	$1.4M	$1.5M	11,679	11,679
position key `sid:sec:prov:1d6e641966ead8546e2027abeb23716c` · issuer key `cusip6:233051` XTRACK MSCI EAFE	NO CHANGE	+$66.2K	$1.4M	$1.4M	27,488	27,488
position key `sid:sec:prov:55519c6ca1e80ac9a362cd98ad4885df` · issuer key `cusip6:464289` RUS TP200 GR ETF	NO CHANGE	−$101K	$1.4M	$1.3M	5,037	5,037
position key `sid:sec:prov:48e50a6f8a0d96c450bb8d2eefb7f337` · issuer key `cusip6:46434V` INTL EQTY FACTOR	NO CHANGE	+$76.0K	$1.2M	$1.2M	30,276	30,276
position key `pos:13906` · issuer key `iss:1012` S&P 500 VAL ETF	NO CHANGE	+$11.4K	$1.2M	$1.2M	5,462	5,462
position key `sid:sec:prov:98f690f17ab961b1bcba904ca4db97bc` · issuer key `cusip6:74933W` MOTLEY FOOL GBL	NO CHANGE	−$48.0K	$1.1M	$1.1M	36,508	36,508
position key `pos:15016` · issuer key `iss:1868` COM	NO CHANGE	+$130K	$841K	$971K	1,669	1,669
position key `pos:16724` · issuer key `iss:1633` FUNDAMENTAL INTL	NO CHANGE	+$80.1K	$706K	$786K	15,311	15,311
position key `sid:sec:prov:a3ab53c13f4a34928052e8a20c70e19e` · issuer key `cusip6:33737M` SML CP GRW ALP	NO CHANGE	+$19.8K	$761K	$781K	7,624	7,624
position key `sid:sec:prov:e9b4cd021bef6f411a76ea71fe6a61c1` · issuer key `cusip6:025072` AVANTIS US MID C	NO CHANGE	+$28.4K	$673K	$701K	9,215	9,215
position key `pos:11838` · issuer key `iss:1000` S&P 500 TOP 50	NO CHANGE	−$29.1K	$573K	$544K	9,641	9,641
position key `pos:12128` · issuer key `iss:1983` US EFFICIENT COR	NO CHANGE	−$15.9K	$558K	$542K	10,054	10,054
position key `sid:sec:prov:655db28b8784b08d486c213d0a5b3678` · issuer key `cusip6:37954Y` INTERNET OF THNG	NO CHANGE	+$20.9K	$520K	$541K	13,653	13,653
position key `sid:sec:prov:fe863a92c085dbd45400c9c6e3316425` · issuer key `cusip6:25434V` WORLD EX US CORE	NO CHANGE	+$33.7K	$477K	$510K	14,225	14,225
position key `pos:17806` · issuer key `iss:1012` S&P SML 600 GWT	NO CHANGE	+$24.2K	$463K	$488K	3,190	3,190
position key `sid:sec:prov:005645061ff5014070f63b2b66b29ee3` · issuer key `cusip6:301505` ROBO GLB ETF	NO CHANGE	+$4.7K	$465K	$470K	6,400	6,400
position key `pos:13824` · issuer key `iss:1633` US AGGREGATE B	NO CHANGE	−$3.3K	$459K	$456K	19,610	19,610
position key `pos:16930` · issuer key `iss:1981` EMG MKTS SMCAP	NO CHANGE	+$31.5K	$422K	$453K	7,239	7,239
position key `pos:13166` · issuer key `iss:1000` LARGE CAP VALUE	NO CHANGE	+$27.1K	$418K	$445K	6,223	6,223
position key `sid:sec:prov:359a00ea349fa38fd8b784c1239e9e00` · issuer key `cusip6:25434V` EMGR CRE EQT MNG	NO CHANGE	+$24.5K	$374K	$398K	11,075	11,075
position key `sid:sec:prov:fc1023a1198c0241370c2e55e9fb7671` · issuer key `cusip6:381430` ACTIVEBETA EME	NO CHANGE	+$22.8K	$352K	$375K	8,136	8,136
position key `pos:14778` · issuer key `iss:1131` COM NEW	NO CHANGE	+$67.3K	$290K	$357K	9,343	9,343
position key `pos:16666` · issuer key `iss:1013` EAFE GRWTH ETF	NO CHANGE	+$1.8K	$338K	$340K	2,869	2,869
position key `pos:13224` · issuer key `iss:1633` FUNDAMENTAL INTL	NO CHANGE	+$22.5K	$300K	$323K	6,586	6,586
position key `sid:sec:prov:91649a4a065993186304b95ea61f9081` · issuer key `cusip6:25434V` US CORE EQT MKT	NO CHANGE	−$4.1K	$316K	$312K	6,659	6,659
position key `pos:14637` · issuer key `iss:326` CL A LTD VT SH	NO CHANGE	−$34.6K	$321K	$286K	6,807	6,807
position key `pos:12799` · issuer key `iss:1016` MSCI JAPAN ETF	NO CHANGE	+$20.4K	$261K	$282K	3,151	3,151
position key `sid:sec:prov:ce8d923d2e4485dc4afdc8e7dea505d2` · issuer key `cusip6:74933W` MOTLEY FOOL MID	NO CHANGE	−$41.8K	$304K	$262K	12,570	12,570
position key `sid:sec:prov:2ca9fa7939e913d15f6840dc7dfbd123` · issuer key `cusip6:464286` MSCI CDA ETF	NO CHANGE	+$12.0K	$246K	$258K	4,558	4,558
position key `sid:sec:prov:b98a0c4708a960409d27827c6ca6cb57` · issuer key `cusip6:464289` MSCI EURO FL ETF	NO CHANGE	+$1.8K	$247K	$249K	6,707	6,707
position key `sid:sec:prov:d9735da79efd4594296b959adfbbf373` · issuer key `cusip6:45409F` NYLI MACKAY CALI	NO CHANGE	−$2.4K	$251K	$249K	11,448	11,448
position key `sid:sec:prov:313203439bdea9467d2130d0a7787fcf` · issuer key `cusip6:00326A` PHYSCL GOLD SHS	NO CHANGE	+$13.8K	$223K	$237K	5,253	5,253
position key `pos:16685` · issuer key `iss:1013` TRUST ISHARE 0-1	NO CHANGE	−$125	$230K	$230K	2,088	2,088
position key `pos:18016` · issuer key `iss:1012` RUS MD CP GR ETF	NO CHANGE	−$14.2K	$242K	$228K	1,716	1,716
position key `pos:15122` · issuer key `iss:1012` DOW JONES US ETF	NO CHANGE	−$4.5K	$229K	$224K	1,363	1,363
position key `sid:sec:prov:e38118ea8b169e3aaee9194c66190079` · issuer key `cusip6:46436E` 0-3 MNTH TREASRY	NO CHANGE	+$22	$221K	$221K	2,196	2,196
position key `pos:17209` · issuer key `iss:1602` STATE STREET SPD	NO CHANGE	+$10.9K	$208K	$219K	2,147	2,147
position key `sid:sec:prov:190d918a2e153483c1918ba326bd7ae7` · issuer key `cusip6:35922N` COM	NO CHANGE	+$5.8K	$212K	$218K	13,414	13,414
position key `sid:sec:prov:7f126b4ca55fda968bf1d5c8745daafd` · issuer key `cusip6:78468R` STATE STREET SPD	NO CHANGE	+$820	$212K	$213K	1,205	1,205
position key `sid:sec:prov:bc3c31fe978eb22879d8603625d5e3d2` · issuer key `cusip6:65341B` COM UNIT PART IN	NO CHANGE	−$7.0K	$220K	$213K	20,557	20,557
position key `pos:10694` · issuer key `iss:500` CL A	NO CHANGE	−$91.0K	$245K	$154K	20,690	20,690
position key `sid:sec:prov:4e949bdce30e40446d74e49862946096` · issuer key `cusip6:75629V` CL A	NO CHANGE	−$27.8K	$92.1K	$64.2K	18,943	18,943
position key `sid:sec:prov:748132ab3b87c3f18391f70e454d8e10` · issuer key `cusip6:67577C` COM	NO CHANGE	+$4.0K	$23.5K	$27.5K	14,765	14,765

Flags: no row carries a flag.

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Truncated by Public Filings. Changes compare every position with a security identifier, new and exited included; holdings without one are counted, not compared. methodology §13F ↗

Reported positions — 2026-03-31

1–100 of 677 issuers · $3.1B disclosed value over 838 rows · 0 undisclosed-value 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

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$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

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$2.6M

3,716

0.1%

1–20 of the 100 issuers on this page

Change kind and share change are in Position changes above; Congress overlap is planned.

One line per issuer, largest first; a row with no issuer key stands on its own line. Open a line for its rows as this filer reported them. The list holds every row this filer reported for the quarter. Issuer totals on the holders pages count each manager's own report once; that never removes a row here. how positions are grouped ↗

Book shape

2026-03-31 · concentration · vs tracked median · tick = median

Top-25 concentration: 60.3%below median 80.0%
Concentration index: 268 bpsbelow median 446 bps
Positions with value: 838 / 838median book 97.5 positions

Concentration uses reported 13F long value, not total assets. The index is withheld when any position lacks a value. Medians are over the 8,748 tracked filers with a 2026-03-31 book; the index median over the 8,662 with a complete book.

holdings whose <value> did not parse — retained and counted, never zero-filled: 0 · share of the period's disclosed value held in the top-N positions; denominator is reported 13F value, not total assets: 60.3% · integer Herfindahl–Hirschman index in basis points over disclosed position values: 268 · QoQ moves: 895

Filing history

AVAILABLE QUARTERS

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

PLANNED sector rotation · Congress overlap · signals for this filer

Complete source filings on SEC EDGAR

The complete filing on EDGAR.

The position list above is served from the published Public Filings build, each position as this filer reported it; where the page cannot embed every reported row, the list says how many it leaves out. This block is provenance, not a substitute: the filing itself is the record, and it is one click away. Public Filings decided on 2026-08-01 to serve this list from its published build; filings newer than this build are on EDGAR.

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

Notes on this data

Reported positions

Quarter-end holdings as filed

Explore the full published position list and its source filing. This record excludes the manager’s cash, shorts and non-13(f) assets.

Share changes

Compare consecutive quarters

Position changes retain the producer’s classification and comparability flags. Share counts and reported values describe different changes.

Coverage

A snapshot, not current holdings

Use the quarter selector to inspect available periods. Unknown values stay unknown and each table states its coverage.

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 been changed or closed before you ever see it, and is older still by however long ago that 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 with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), 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 (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).