Wedmont Private Capital
Wedmont Private Capital is a veteran-owned, fee-only Registered Investment Advisor headquartered in West Chester, PA, founded in 2021. The firm specializes in providing modern, technology-enabled private wealth management for high-net-worth investors and families, generally those with assets exceeding $1,000,000. Wedmont stands out for its flat-fee model, eschewing traditional percentage-of-AUM fees in favor of transparent fixed pricing. With fewer than 25 employees, their experienced team offers comprehensive financial planning, tax-efficient investment portfolio management, pension consulting, and market timing services. The firm caters to a diverse range of clients including individuals, high-net-worth families, and small businesses, aiming to transform the quality and experience of advisory services.
Investment Strategy
Wedmont Private Capital’s investment strategy focuses on comprehensive financial planning and direct, tax-efficient portfolio management tailored for high-net-worth individuals and families. They differentiate themselves by offering a flat-fee advisory model, removing the traditional asset-based fee conflicts and providing unbiased fiduciary advice. Their approach leverages modern financial planning techniques and technology to optimize client outcomes, emphasizing disciplined investment processes, direct indexing strategies, and solutions that prioritize the client's best interests and long-term financial goals. Wedmont aims to minimize tax impacts and maximize portfolio efficiency for each client, reflecting a philosophy of transparency and customized, high-touch service.
Latest 13F Filing Activity
Wedmont Private Capital filed their most recent 13F report on Sep 30, 2025 disclosing 785 equity positions with a total 13F market value of $3B. The fund increased holdings in Palantir Technologies Inc., Vanguard Tax-managed FDS, Vanguard Intl Equity Index F among other positions. Wedmont Private Capital reduced exposure to Vanguard Mun BD FDS, Philip Morris Intl Inc., Ge Vernova Inc. among others.
Top Holdings
Equity Positions (785)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VEA | VANGUARD TAX-MANAGED FDS | 8.87% | $238.9M | 3,938,781 | $48.80 | $59.92 | +$33.9M |
V VWO | VANGUARD INTL EQUITY INDEX F | 5.73% | $154.2M | 2,820,540 | $44.67 | $54.18 | +$24.8M |
V VTI | VANGUARD INDEX FDS | 4.86% | $130.8M | 396,920 | $254.31 | $328.17 | +$18.2M |
V VOO | VANGUARD INDEX FDS | 3.91% | $105.2M | 170,956 | $452.86 | $612.38 | +$16.1M |
I IEFA | ISHARES TR | 3.69% | $99.4M | 1,127,561 | $69.49 | $87.31 | +$4.9M |