Long-term investor
Wedmont Private Capital @wedmontprivatecapital
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001904274).
Record
- Tracked since 2025-06-30 (434 days), 24 trades recorded
- Returns: week n/a · month n/a · 90 days +6.3% · 6 months +8.7% · 1 year +15.9% · all +15.9%
- Max drawdown -0.3% · Sharpe 1.40 · win rate 24% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VEA · 10.3% · long · since 2025-06-30
- VTI · 5.9% · long · since 2025-06-30
- VWO · 5.9% · long · since 2025-06-30
- VOO · 3.9% · long · since 2025-06-30
- IEFA · 3.2% · long · since 2025-06-30
- VTC · 3.1% · long · since 2025-06-30
- VTEB · 3.0% · long · since 2025-06-30
- GOVT · 2.9% · long · since 2025-06-30
- NVDA · 2.9% · long · since 2025-06-30
- AAPL · 2.6% · long · since 2025-06-30
- IEMG · 2.0% · long · since 2025-06-30
- GOOGL · 1.4% · long · since 2025-06-30