Wedmont Private Capital
Annual return '25
+19.5%
SPY '25
+17.7%
Alpha
+1.8ptsvs SPY
Invested
$3.1B
Holdings
837
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VEA
VANGUARD TAX-MANAGED FDS
Q1 2026: Increased +1.1% (31.7k → 32.1k shares)
10.4%
02
$VWO
VANGUARD INTL EQUITY INDEX F
Q1 2026: Increased +2.6% (29.2k → 30.0k shares)
6.0%
03
$VTI
VANGUARD INDEX FDS
Q4 2025: New position (2.6k shares)
5.1%
04
$VOO
VANGUARD INDEX FDS
Held since at least Q1 2024
3.9%
05
$IEFA
ISHARES TR
Held since at least Q1 2024
3.6%
06
$VTC
VANGUARD SCOTTSDALE FDS
Held since at least Q1 2024
3.4%
07
$GOVT
ISHARES TR
Held since at least Q1 2024
3.2%
08
$NVDA
NVIDIA CORPORATION
Q4 2025: New position (731.4k shares)
2.7%
09
$VTEB
VANGUARD MUN BD FDS
Held since at least Q1 2024
2.6%
10
$AAPL
APPLE INC
Q4 2025: New position (4.64M shares)
2.4%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:43 UTC.