Wedmont Private Capital
SEC Form 13F institutional filer · CIK 0001904274
13F-HR · 417 reported holdings · 2026-03-31
Wedmont Private Capital is a private wealth management firm.
Reported long-US-equity value
$1.83B
Top-10 concentration
55.4%
Wedmont Private Capital — $1.83B AUM allocation strategy
Wedmont Private Capital files SEC Form 13F and reports $1.83B of long US equity value across 417 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 14.2%, followed by Communication Services 6.9% and Financials 6.0%.
The top 10 holdings account for 55% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Wedmont Private Capital — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$1.83B
total across 417 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
55% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$IVV +634K sh · +$29.3M+$SCHW +57.4K sh · +$3.72M+$GOOGL +53.2K sh · +$15.9M
Biggest trims (shares)
−$ORCL −19.2K sh · −$6.91M−$WFC −14.3K sh · −$2.74M−$HOOD −8.68K sh · −$1.71M
Exited to nil (held last quarter, gone now)
$CTSH ($417K last qtr)$PYPL ($390K last qtr)$LYB ($357K last qtr)$BDX ($314K last qtr)$FIS ($280K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Interactive Media & Services6.9%—
- Semiconductors6.0%—
- Investment Banking & Brokerage4.2%—
- Technology Hardware, Storage & Peripherals4.0%—
- Systems Software2.1%—
- Broadline Retail2.1%—
- Application Software2.0%—
- Automobile Manufacturers1.1%—
- Other holdings71.6%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
7 of 7 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $NVDA | NVIDIA Corporation | 453K | $82.4M | -5.69K | 4.5% |
| $SCHW | Charles Schwab Corporation | 2.6M | $77.5M | +57.4K | 4.2% |
| $AAPL | Apple Inc | 285K | $73.9M | +2.52K | 4.0% |
| $GOOGL | Alphabet Inc | 160K | $50.2M | +53.2K | 2.7% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 148K | $47.1M | +42.3K | 2.6% |
| $MSFT | Microsoft Corporation | 106K | $39.8M | -4.1K | 2.2% |
| $AMZN | Amazon.com Inc | 169K | $37.5M | +4.93K | 2.0% |
…and 410 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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