Titelia

Holdings of Wedmont Private Capital

759 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 44.5 % of the equity sleeve

Sector breakdown

  • Technology 12.6 %
  • Funds 9.5 %
  • Communication 5.1 %
  • Financials 4.5 %
  • Consumer discretionary 3.3 %
  • Industrials 3.0 %
  • Health care 2.8 %
  • Consumer staples 1.5 %
  • Energy 1.1 %
  • Utilities 0.7 %
  • Materials 0.6 %
  • Real estate 0.3 %
  • Unattributed 55.1 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.6 %
  • TW 0.1 %
  • GB 0.1 %
  • NL 0.1 %
  • JP 0.0 %
  • ES 0.0 %
  • DE 0.0 %
  • BR 0.0 %
  • AU 0.0 %
  • DK 0.0 %
  • BM 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US7392.9B $99.60 %
2TW13.2M $0.11 %
3GB72.6M $0.09 %
4NL22.1M $0.07 %
5JP31M $0.04 %
6ES2948.7K $0.03 %
7DE1454.2K $0.02 %
8BR1432.9K $0.01 %
9AU1431.2K $0.01 %
10DK1398.1K $0.01 %
11BM183.5K $0.00 %

Positions

RankCompanySharesValueWeight
1Vanguard FTSE Developed Markets ETF 4,740,776321.5M $
2Vanguard International Equity Index Funds 3,280,863185.4M $
3Vanguard Total Stock Market ETF 475,275158.6M $
4Vanguard S&P 500 ETF 194,068120.6M $
5iShares Core MSCI EAFE ETF 1,158,252110.5M $
6iShares Trust 4,370,401100.1M $
7NVIDIA Corp 452,53382.4M $
8Vanguard Tax-Exempt Bond Index ETF 1,587,78779.6M $
9Apple Inc 285,37273.9M $
10iShares Core MSCI Emerging Markets ETF 896,14066.4M $
11iShares National Muni Bond ETF 472,47350.4M $
12Alphabet Inc 159,60550.2M $
13Alphabet Inc 148,34447.1M $
14Microsoft Corp 106,22339.8M $
15Amazon.com Inc 169,40337.5M $
16Palantir Technologies Inc 265,37337.4M $
17Vanguard Charlotte Funds 682,42632.9M $
18Meta Platforms Inc 47,59329.1M $
19Vanguard FTSE All World ex-US 180,87227.8M $
20Schwab International Equity ETF 1,036,72227.1M $
21Broadcom Inc 76,62926.9M $
22Invesco QQQ Trust Series 1 36,98122.4M $
23Tesla Inc 55,95019.2M $
24Berkshire Hathaway Inc 37,38117.9M $
25iShares Broad USD High Yield Corporate Bond ETF 482,74917.9M $
26Vanguard Mid-Cap ETF 59,11617.6M $
27Vanguard Small-Cap ETF 60,05116.4M $
28JPMorgan Chase & Co 50,58715.6M $
29State Street SPDR S&P 500 ETF Trust 22,29215.1M $
30Vanguard FTSE All-World ex-US ETF 189,58915M $
31Eli Lilly & Co 14,82214.1M $
32Schwab US Broad Market ETF 540,01514.1M $
33Vanguard Whitehall Funds 138,03613.6M $
34GE Vernova Inc 13,74712.9M $
35Schwab Municipal Bond ETF 494,14912.7M $
36Vanguard Value ETF 61,09712.3M $
37Wells Fargo & Co 144,39312.2M $
38Vanguard Large-Cap ETF 38,98012.1M $
39Vanguard Total International S 144,81111.8M $
40Vanguard International Dividend Appreciation ETF 127,70811.7M $
41Avantis International Small Cap Value ETF 110,88411.7M $
42iShares Core S&P 500 ETF 16,12811M $
43Avantis US Equity ETF 92,02210.6M $
44Netflix Inc 106,64210.6M $
45Exxon Mobil Corp 67,67210.6M $
46Vanguard Information Technology ETF 13,2099.8M $
47Walmart Inc 76,6649.8M $
48Oracle Corp 65,0239.3M $
49AbbVie Inc 43,2079.1M $
50Schwab Emerging Markets Equity ETF 264,5679.1M $
51American Century ETF Trust 78,1449M $
52Vanguard Total World Stock ETF 59,1598.6M $
53Johnson & Johnson 34,4448.3M $
54iShares Core MSCI International Developed Markets ETF 93,7108.2M $
55Visa Inc 26,5348.2M $
56iShares California Muni Bond ETF 142,0448.1M $
57Newmont Corp 65,2217.7M $
58iShares Core S&P Mid-Cap ETF 107,6487.6M $
59Schwab International Small-Cap Equity ETF 151,0717.4M $
60Vanguard Extended Market ETF 32,9697.1M $
61Costco Wholesale Corp 6,7997M $
62iShares Core S&P Total U.S. Stock Market ETF 46,3436.9M $
63Vanguard Growth ETF 14,7006.7M $
64Caterpillar Inc 8,5126.6M $
65Advanced Micro Devices Inc 27,3726.3M $
66Avantis International Equity ETF 70,8616.3M $
67Micron Technology Inc 14,7146M $
68General Electric Co 18,6775.8M $
69VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 25,5075.7M $
70Mastercard Inc 11,0635.6M $
71iShares Core S&P Small-Cap ETF 41,4135.4M $
72Goldman Sachs Group Inc/The 5,8055.3M $
73Applied Materials Inc 13,4065.2M $
74Philip Morris International Inc. 31,9985.1M $
75Coca-Cola Co/The 66,5825.1M $
76Hinge Health Inc 133,3035.1M $
77Vanguard Index Funds 21,1224.8M $
78Gilead Sciences Inc 32,7774.6M $
79Vanguard High Dividend Yield E 30,1834.6M $
80Analog Devices Inc 12,9574.5M $
81Berkshire Hathaway Inc 64.3M $
82Lam Research Corp 17,4854.3M $
83Cisco Systems, Inc. 51,4594.3M $
84RTX Corp 21,0444.3M $
85Avantis Emerging Markets Equity ETF 49,2304.2M $
86Chevron Corp 21,0954.1M $
87iShares Russell 2000 ETF 15,3244M $
88UnitedHealth Group Inc 13,0444M $
89iShares Trust 33,0423.9M $
90Procter & Gamble Co/The 26,9513.9M $
91Vanguard Scottsdale Funds 65,6043.9M $
92Revolution Medicines Inc 40,2313.9M $
93Home Depot Inc/The 11,5723.9M $
94WisdomTree Trust 42,8413.9M $
95American Express Co 12,1723.9M $
96Parker-Hannifin Corp 3,8833.8M $
97Bank of America Corp 72,0183.7M $
98Vanguard FTSE Europe ETF 43,0413.7M $
99Vanguard Real Estate ETF 39,6043.6M $
100Vanguard Mid-Cap Growth ETF 12,9533.5M $