Wedmont Private Capital

CIK 0001904274 · Q1 2026

13F Equity AUM

$3.1B

+7.7% QoQ

Positions

838

+32 QoQ

AUM Rank

#1,362

Top 11%

Skill Alpha (FF)

-2.4%/yr^ns

No Clear Edge

Rank #5,698 · Top 69%

vs S&P -5.2%/yr (unadj.)

Quarters Tracked

~4 years

Portfolio Concentration

Top 5: 28.9%Top 10: 43.1%Top 20: 56.6%

VEA10.4%

VWO6.0%

VTI5.1%

VOO3.9%

IEFA3.6%

VTC3.4%

GOVT3.2%

NVDA2.7%

VTEB2.6%

AAPL2.4%

Others (828)56.9%

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

Sector Allocation

Financial Services67.0%

Technology12.4%

Communication Services4.9%

Consumer Cyclical3.3%

Healthcare3.2%

Industrials2.8%

Other6.4%

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

Position Sizing

Positions: 838Median: 0.02%Avg: 0.12%

0–0.5%

808(36.9%)

0.5–1%

12(8.3%)

1–3%

11(19.3%)

3–5%

4(14.1%)

5%+

3(21.5%)

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

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Portfolio Overlap

Shared: 828Unique: 10vs 20 funds

11.3%Low

838

Fund positions

7,299

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.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

15.6%

BANK OF AMERICA CORP /DE/

17.3%

16.7%

25.4%

17.8%

17.1%

VANGUARD CAPITAL MANAGEMENT LLC

15.9%

GEODE CAPITAL MANAGEMENT, LLC

15.3%

VANGUARD PORTFOLIO MANAGEMENT LLC

18.3%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New89Increased470Decreased231Exited57

New Positions

HNGE0.2%

+133K

AZN0.0%

+6K

VTES0.0%

+8K

PKW0.0%

+7K

PNFP0.0%

+9K

PZA0.0%

+26K

BHB0.0%

+19K

JPIE0.0%

+11K

BAX0.0%

+29K

DFAS0.0%

+8K

Increased

GOVT3.2%

+545K(+14%)

VEA10.4%

+432K(+10%)

VTEB2.6%

+265K(+20%)

VWO6.0%

+254K(+8%)

VTC3.4%

+206K(+18%)

VEU0.5%

+96K(+102%)

BNDX1.1%

+57K(+9%)

MPT0.0%

+53K(+283%)

GOOG1.6%

+53K(+50%)

IEFA3.6%

+50K(+4%)

Decreased

IAUM0.1%

-26,496(-45%)

DRVN0.0%

-20,438(-60%)

ORCL0.3%

-19,239(-23%)

CMF0.3%

-15,382(-10%)

DFAC0.1%

-15,319(-17%)

PPC0.0%

-14,511(-33%)

WFC0.4%

-14,286(-9%)

PHYS/U0.0%

-9,967(-21%)

AKRE0.1%

-9,425(-18%)

VIGI0.4%

-8,887(-7%)

Exited

-11,901

-31,632

-7,650

-8,285

-28,728

-16,587

-2,173

PWZ

-20,689

FSLR

-915

PYPL

-6,668

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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