Wedmont Private Capital
All 13F Filings
- Location
- West Chester, PA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 2,878,199
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/8/2026 | 806 | 2,878,199 | 13F-HR | Wedmont Private Capital |
| Q3 2025 | 10/8/2025 | 788 | 2,691,726 | 13F-HR | Wedmont Private Capital |
| Q2 2025 | 7/10/2025 | 742 | 2,344,049 | 13F-HR | Wedmont Private Capital |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 2.087 M | 72.5% | 126 K | 0 | 126 K |
| ETFs | 774 K | 26.9% | 59.58 K | 0 | 59.58 K |
| Other | 17.34 K | 0.6% | 882 | 0 | 882 |
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Fund Snapshot
Q4 2025
Latest filed
1/8/2026
Total value ($000)
2,878,199
Holdings
806
QoQ value change ($000)
186,473
(6.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.