Wedmont Private Capital reported 754 positions worth $1.68B for the quarter ended Sep 30, 2026, up 24.8% on the prior quarter. It opened 112 new positions, added to 516, trimmed 111 and exited 45. Its largest holding is Nvidia Corp at 8.6% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| NVDA Nvidia Corp | +128.5K | +25.8% | $29.61M | 8.59% |
| MSFT Microsoft Corp | +45.1K | +44.2% | $23.55M | 4.57% |
| SPCX Space Exploration Technologies Corp | +128.4K | – | $20.61M | 1.23% |
| META Meta Platforms, Inc. | +20.2K | +44.5% | $14.57M | 2.81% |
| GOOG Alphabet Inc. | +39.7K | +28.9% | $13.69M | 3.63% |
| AAPL Apple Inc. | +37.6K | +12.4% | $12.79M | 6.88% |
| AMZN Amazon Com Inc | +38.0K | +21.7% | $9.66M | 3.22% |
| AVGO Broadcom Inc. | +15.5K | +19.5% | $5.58M | 2.04% |
| JPM Jpmorgan Chase & Co | +13.8K | +25.6% | $4.58M | 1.34% |
| GOOGL Alphabet Inc. | +13.1K | +9.0% | $4.56M | 3.31% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| CRWD CrowdStrike Holdings, Inc. | -48.1K | -67.0% | $12.66M | 0.371% |
| PLNT Planet Fitness, Inc. | -35.8K | -100.0% | $1.84M | Exited |
| BRBR Bellring Brands, Inc. | -127.7K | -100.0% | $1.59M | Exited |
| CHTR Charter Communications, Inc. | -7,370 | -44.6% | $808.27K | 0.06% |
| NOC Northrop Grumman Corp | -1,495 | -36.1% | $724.29K | 0.076% |
| CTVA Corteva, Inc. | -7,858 | -100.0% | $673.26K | Exited |
| BRO Brown & Brown, Inc. | -10.5K | -36.5% | $668.48K | 0.069% |
| TSCO Tractor Supply Co | -18.7K | -29.5% | $625.17K | 0.089% |
| PLTR Palantir Technologies Inc. | -3,119 | -1.2% | $619.99K | 3.08% |
| SFM Sprouts Farmers Market, Inc. | -7,160 | -100.0% | $578.96K | Exited |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| SPCX Space Exploration Technologies Corp | +128.4K | $20.61M | 1.23% |
| ARM Arm Holdings Plc | +4,801 | $1.32M | 0.079% |
| SFD Smithfield Foods Inc | +52.7K | $995.86K | 0.059% |
| CRDO Credo Technology Group Holding Ltd | +4,002 | $847.86K | 0.05% |
| DINO HF Sinclair Corp | +6,974 | $841.90K | 0.05% |
| BE Bloom Energy Corp | +2,829 | $771.81K | 0.046% |
| JBS Jbs N.V. | +52.5K | $669.86K | 0.04% |
| TFSL TFS Financial CORP | +31.8K | $515.54K | 0.031% |
| ACN Accenture plc | +2,470 | $514.58K | 0.031% |
| SUI Sun Communities Inc | +4,594 | $513.61K | 0.031% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| PLNT Planet Fitness, Inc. | -35.8K | $1.84M | 0.137% |
| BRBR Bellring Brands, Inc. | -127.7K | $1.59M | 0.118% |
| CTVA Corteva, Inc. | -7,858 | $673.26K | 0.05% |
| SFM Sprouts Farmers Market, Inc. | -7,160 | $578.96K | 0.043% |
| CAVA Cava Group, Inc. | -7,085 | $511.40K | 0.038% |
| ALNY Alnylam Pharmaceuticals, Inc. | -1,413 | $422.15K | 0.031% |
| LCID Lucid Group, Inc. | -73.5K | $408.18K | 0.03% |
| PCG PG&E Corp | -22.4K | $384.52K | 0.029% |
| ROL Rollins Inc | -8,006 | $356.03K | 0.026% |
| FICO Fair Isaac Corp | -279 | $349.00K | 0.026% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA Nvidia Corp | Technology | 626.4K | $144.37M | 8.59% | +128.5K | +25.8% | Added | 0% |
| 2 | AAPL Apple Inc. | Technology | 339.4K | $115.56M | 6.88% | +37.6K | +12.4% | Added | 0% |
| 3 | MSFT Microsoft Corp | Technology | 147.0K | $76.84M | 4.57% | +45.1K | +44.2% | Added | 0% |
| 4 | GOOG Alphabet Inc. | Technology | 177.0K | $61.04M | 3.63% | +39.7K | +28.9% | Added | 0% |
| 5 | GOOGL Alphabet Inc. | Technology | 159.5K | $55.54M | 3.31% | +13.1K | +9.0% | Added | 0% |
| 6 | AMZN Amazon Com Inc | Consumer Discretionary | 213.2K | $54.17M | 3.22% | +38.0K | +21.7% | Added | 0% |
| 7 | PLTR Palantir Technologies Inc. | Technology | 260.1K | $51.71M | 3.08% | -3,119 | -1.2% | Reduced | 0.01% |
| 8 | META Meta Platforms, Inc. | Technology | 65.6K | $47.29M | 2.81% | +20.2K | +44.5% | Added | 0% |
| 9 | AVGO Broadcom Inc. | Technology | 95.0K | $34.22M | 2.04% | +15.5K | +19.5% | Added | 0% |
| 10 | BRK-B Berkshire Hathaway Inc | Financial Services | 45.5K | $23.25M | 1.38% | +6,153 | +15.6% | Added | 0% |
| 11 | TSLA Tesla, Inc. | Consumer Discretionary | 61.5K | $23.05M | 1.37% | +5,452 | +9.7% | Added | 0% |
| 12 | JPM Jpmorgan Chase & Co | Financial Services | 67.8K | $22.48M | 1.34% | +13.8K | +25.6% | Added | 0% |
| 13 | LLY ELI LILLY & Co | Healthcare | 18.8K | $22.04M | 1.31% | +2,779 | +17.3% | Added | 0% |
| 14 | MU Micron Technology Inc | Technology | 20.4K | $21.10M | 1.26% | +3,184 | +18.5% | Added | 0% |
| 15 | SPCX Space Exploration Technologies Corp | Industrials | 128.4K | $20.61M | 1.23% | +128.4K | – | New | 0% |
Tip. Select a row to see that position’s full history at Wedmont Private Capital.
As of its Q3 2026 13F filing, Wedmont Private Capital’s five largest positions were Nvidia Corp (NVDA) at 8.6%, Apple Inc. (AAPL) at 6.9%, Microsoft Corp (MSFT) at 4.6%, Alphabet Inc. (GOOG) at 3.6%, Alphabet Inc. (GOOGL) at 3.3% of the reported portfolio.
Wedmont Private Capital reported a 13F portfolio worth $1.68B across 754 positions for Q3 2026. That is up 24.8% from the previous quarter.
Its largest purchases by value were Nvidia Corp ($29.61M), Microsoft Corp ($23.55M), Space Exploration Technologies Corp ($20.61M). It opened 112 new positions.
Its largest sales by value were CrowdStrike Holdings, Inc. ($12.66M), Planet Fitness, Inc. ($1.84M), Bellring Brands, Inc. ($1.59M). It exited 45 positions entirely.
From the Form 13F-HR reports Wedmont Private Capital files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.