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Wedmont Private Capital Portfolio
$4B across 500 positions as of 2026-09-30, with 44% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
+11.8%
-2.6% a year vs the S&P 500
3 years
+17.9%
-3.4% a year vs the S&P 500
5 years
—
a quarter missing or too little priced
Quarters ahead
5 of 19
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | +0.7% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +12.2% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -2.6% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | +1.6% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | +7.3% | +7.8% |
| Mar 31, 2025 to Jun 30, 2025 | +10.4% | +10.5% |
| Dec 31, 2024 to Mar 31, 2025 | -1.9% | -4.6% |
| Sep 30, 2024 to Dec 31, 2024 | -1.0% | +2.1% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| VEAVanguard FTSE Developed Markets ETF | $406.9M | 10.2% | 5,824,638 |
| VTIVanguard Total Stock Market ETF | $258.1M | 6.4% | 680,028 |
| VWOVanguard FTSE Emerging Markets ETF | $227.6M | 5.7% | 3,851,859 |
| VOOVanguard S&P 500 ETF | $148.7M | 3.7% | 209,062 |
| NVDANVIDIA Corp | $144.4M | 3.6% | 626,367 |
| MUBiShares National Muni Bond ETF | $124.5M | 3.1% | 1,235,371 |
| AAPLApple Inc | $115.6M | 2.9% | 339,449 |
| IEFAiShares Core MSCI EAFE ETF | $115.5M | 2.9% | 1,205,085 |
| GOVTiShares U.S. Treasury Bond ETF | $112.6M | 2.8% | 5,147,853 |
| VANGUARD SCOTTSDALE FDS | $103.3M | 2.6% | 1,417,494 |
| IEMGiShares Core MSCI Emerging Markets ETF | $81.4M | 2.0% | 1,011,495 |
| MSFTMicrosoft Corp | $76.8M | 1.9% | 147,027 |
| GOOGAlphabet Inc | $61M | 1.5% | 176,999 |
| GOOGLAlphabet Inc | $55.5M | 1.4% | 159,467 |
| AMZNAmazon.com Inc | $54.2M | 1.4% | 213,230 |
| PLTRPalantir Technologies Inc | $51.7M | 1.3% | 260,132 |
| METAMeta Platforms Inc | $47.3M | 1.2% | 65,596 |
| VTEBVanguard Tax-Exempt Bond ETF | $43.1M | 1.1% | 914,576 |
| BNDXVanguard Total International Bond ETF | $37.3M | 0.9% | 794,381 |
| VXUSVanguard Total International Stock ETF | $36.2M | 0.9% | 430,280 |
| AVGOBroadcom Inc | $34.2M | 0.9% | 95,009 |
| QQQInvesco QQQ Trust, Series 1 | $29.9M | 0.7% | 39,990 |
| SCHFSchwab International Equity ETF | $29.6M | 0.7% | 1,094,441 |
| VSSVanguard FTSE All-Wld ex-US SmCp Idx ETF | $26.6M | 0.7% | 173,206 |
| VEUVanguard FTSE All World Ex US ETF | $25.3M | 0.6% | 307,639 |
| VCITVanguard Intermediate-Term Corporate Bond ETF | $25M | 0.6% | 318,057 |
| BRK.BBerkshire Hathaway Inc | $23.3M | 0.6% | 45,499 |
| VANGUARD CALIF TAX FREE FDS | $23.1M | 0.6% | 246,073 |
| TSLATesla Inc | $23.1M | 0.6% | 61,468 |
| JPMJPMorgan Chase & Co | $22.5M | 0.6% | 67,827 |
| LLYEli Lilly and Co | $22M | 0.6% | 18,843 |
| USHYiShares Broad USD High Yield Corporate Bond ETF | $21.4M | 0.5% | 600,801 |
| MUMicron Technology Inc | $21.1M | 0.5% | 20,367 |
| SPCXSpace Exploration Technologies Corp | $20.6M | 0.5% | 128,368 |
| VOVanguard Mid-Cap ETF | $20.1M | 0.5% | 249,736 |
| IJHiShares Core S&P Mid-Cap ETF | $18.9M | 0.5% | 258,464 |
| AMDAdvanced Micro Devices Inc | $18.8M | 0.5% | 30,217 |
| SPYState Street SPDR S&P 500 ETF Trust | $18.4M | 0.5% | 23,761 |
| VBVanguard Small-Cap ETF | $18.3M | 0.5% | 63,477 |
| VGTVanguard Information Tech ETF | $17.2M | 0.4% | 135,352 |
| VTVanguard Total World Stock Index ETF | $16.9M | 0.4% | 106,770 |
| VVisa Inc | $16.1M | 0.4% | 43,032 |
| SCHBSchwab U.S. Broad Market ETF | $16.1M | 0.4% | 540,053 |
| IVViShares Core S&P 500 ETF | $14.8M | 0.4% | 18,986 |
| GEVGE Vernova Inc | $14.5M | 0.4% | 14,467 |
| VVVanguard Large-Cap ETF | $14.2M | 0.4% | 39,825 |
| AVDVAvantis International Small Cap Value ETF | $14.2M | 0.4% | 131,877 |
| VTVVanguard Value ETF | $14M | 0.3% | 63,654 |
| XOMExxonmobil Holdings Corp | $13.9M | 0.3% | 82,592 |
| VYMIVanguard International High Dividend Yield ETF | $13.6M | 0.3% | 136,388 |
| ABBVAbbVie Inc | $13.4M | 0.3% | 49,199 |
| WFCWells Fargo & Co | $13.1M | 0.3% | 159,800 |
| ISHARES TR | $13.1M | 0.3% | 242,626 |
| AVUSAvantis U.S. Equity ETF | $12.6M | 0.3% | 97,159 |
| AVUVAvantis U.S. Small Cap Value ETF | $11.9M | 0.3% | 98,800 |
| SCHWAB STRATEGIC TR | $11.3M | 0.3% | 471,085 |
| VANGUARD MUN BD FDS | $10.7M | 0.3% | 112,239 |
| JNJJohnson & Johnson | $10.7M | 0.3% | 41,616 |
| VIGIVanguard International Dividend Appreciation ETF | $10.2M | 0.3% | 108,634 |
| WMTWalmart Inc | $10.1M | 0.3% | 91,238 |
| VTEIVanguard Tax-Managed Funds Vanguard Intermediate-Term Tax-Exempt Bond ETF | $9.7M | 0.2% | 102,209 |
| SCHESchwab Emerging Markets Equity ETF | $9.4M | 0.2% | 259,628 |
| ORCLOracle Corp | $9.1M | 0.2% | 67,377 |
| VUGVanguard Growth ETF | $9M | 0.2% | 98,404 |
| ITOTiShares Core S&P Total U.S. Stock Market ETF | $8.9M | 0.2% | 53,060 |
| PMPhilip Morris International Inc | $8.6M | 0.2% | 43,095 |
| CSCOCisco Systems Inc | $8.5M | 0.2% | 74,375 |
| IDEViShares Core MSCI International Developed Markets ETF | $8.5M | 0.2% | 95,637 |
| CATCaterpillar Inc | $8.4M | 0.2% | 10,543 |
| NFLXNetflix Inc | $8.4M | 0.2% | 116,842 |
| VXFVanguard Extended Market ETF | $7.9M | 0.2% | 34,008 |
| NEMNewmont Corporation | $7.9M | 0.2% | 68,566 |
| MAMastercard Inc | $7.8M | 0.2% | 13,657 |
| SCHDSchwab US Dividend Equity ETF | $7.7M | 0.2% | 233,756 |
| REVOLUTION MEDICINES INC | $7.7M | 0.2% | 40,937 |
| AMATApplied Materials Inc | $7.5M | 0.2% | 14,642 |
| COSTCostco Wholesale Corp | $7.4M | 0.2% | 7,851 |
| SPMOInvesco S&P 500 Momentum ETF | $7.4M | 0.2% | 48,777 |
| LRCXLam Research Corp | $7.2M | 0.2% | 22,354 |
| KOCoca-Cola Co | $7.1M | 0.2% | 80,484 |
| SCHCSchwab International Small-Cap Equity ETF | $7.1M | 0.2% | 143,716 |
| GEGeneral Electric Co | $7M | 0.2% | 22,826 |
| SUBiShares Short-Term National Muni Bond ETF | $6.9M | 0.2% | 66,309 |
| AVEMAvantis Emerging Markets Equity ETF | $6.8M | 0.2% | 72,515 |
| VIGVanguard Div Appreciation ETF | $6.8M | 0.2% | 28,478 |
| IJRiShares Core S&P Small-Cap ETF | $6.7M | 0.2% | 48,463 |
| GSGoldman Sachs Group Inc | $6.6M | 0.2% | 7,523 |
| CVXChevron Corp | $6.4M | 0.2% | 30,131 |
| AVDEAvantis International Equity ETF | $6.4M | 0.2% | 71,327 |
| CRWDCrowdStrike Holdings Inc | $6.2M | 0.2% | 23,712 |
| ISHARES TR | $6.2M | 0.2% | 122,299 |
| XLKState Street Technology Select Sector SPDR ETF | $5.8M | 0.1% | 29,204 |
| ADIAnalog Devices Inc | $5.8M | 0.1% | 14,194 |
| ANETArista Networks Inc | $5.7M | 0.1% | 27,220 |
| RTXRTX Corp | $5.6M | 0.1% | 30,500 |
| MRKMerck & Co Inc | $5.6M | 0.1% | 39,432 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | $5.5M | 0.1% | 12,008 |
| INTCIntel Corp | $5.5M | 0.1% | 51,184 |
| UNHUnitedHealth Group Inc | $5.4M | 0.1% | 14,613 |
| BRK.ABerkshire Hathaway Inc | $5.4M | 0.1% | 7 |
| PGProcter & Gamble Co | $5.3M | 0.1% | 35,496 |
| AMERICAN CENTY ETF TR | $5.1M | 0.1% | 64,838 |
| GILDGilead Sciences, Inc | $5.1M | 0.1% | 34,572 |
| VLOValero Energy Corp | $5.1M | 0.1% | 11,395 |
| SNDKSandisk Corp | $5M | 0.1% | 3,136 |
| VYMVanguard High Dividend Yield ETF | $5M | 0.1% | 31,861 |
| IWMiShares Russell 2000 Index Fund | $4.9M | 0.1% | 17,700 |
| IVWiShares S&P 500 Growth ETF | $4.9M | 0.1% | 33,813 |
| EATON CORP PLC | $4.8M | 0.1% | 11,413 |
| AMGNAmgen Inc | $4.7M | 0.1% | 11,577 |
| APHAmphenol Corp | $4.7M | 0.1% | 54,791 |
| NETCloudflare Inc | $4.5M | 0.1% | 13,280 |
| BACBank of America Corp | $4.5M | 0.1% | 83,818 |
| PANWPalo Alto Networks Inc | $4.4M | 0.1% | 11,130 |
| AXPAmerican Express Co | $4.4M | 0.1% | 14,263 |
| VTESVanguard Wellington Fund Vanguard Short-Term Tax Exempt Bond ETF | $4.4M | 0.1% | 44,303 |
| PSXPhillips 66 | $4.2M | 0.1% | 15,064 |
| TJXTJX Companies Inc | $4.2M | 0.1% | 30,508 |
| DGRWWisdomTree U.S. Quality Dividend Growth Fund | $4.2M | 0.1% | 42,820 |
| KLACKLA Corp | $4.2M | 0.1% | 21,373 |
| VBRVanguard Small-Cap Value ETF | $4.2M | 0.1% | 17,798 |
| SCHXSchwab U.S. Large-Cap ETF | $4.2M | 0.1% | 136,521 |
| COPConocoPhillips | $4.1M | 0.1% | 30,468 |
| MRVLMarvell Technology Inc | $4.1M | 0.1% | 14,827 |
| SCHGSchwab U.S. Large-Cap Growth ETF | $4M | 0.1% | 110,007 |
| DFACDimensional ETF Trust Dimensional U.S. Core Equity 2 ETF | $4M | 0.1% | 88,124 |
| VGKVanguard FTSEEuropean ETF | $3.9M | 0.1% | 45,520 |
| URIUnited Rentals Inc | $3.9M | 0.1% | 3,701 |
| HYMBSPDR Nuveen Bloomberg High Yield Municipal Bond ETF | $3.8M | 0.1% | 164,010 |
| VOTVanguard Mid-Cap Growth ETF | $3.8M | 0.1% | 12,730 |
| MPCMarathon Petroleum Corp | $3.8M | 0.1% | 8,147 |
| PHParker-Hannifin Corp | $3.8M | 0.1% | 3,983 |
| CCitigroup Inc | $3.8M | 0.1% | 29,288 |
| SGOViShares 0-3 Month Treasury Bond ETF | $3.6M | 0.1% | 36,122 |
| VGITVanguard Scottsdale Intermediate Term Treasury | $3.6M | 0.1% | 63,422 |
| PWRQuanta Services Inc | $3.5M | 0.1% | 5,178 |
| CEGConstellation Energy Corp | $3.5M | 0.1% | 12,395 |
| ISRGIntuitive Surgical Inc | $3.4M | 0.1% | 8,163 |
| CDNSCadence Design Systems Inc | $3.4M | 0.1% | 9,654 |
| HDHome Depot Inc | $3.3M | 0.1% | 11,255 |
| VOEVanguard Mid-Cap Value ETF | $3.3M | 0.1% | 16,432 |
| MCKMcKesson Corp | $3.3M | 0.1% | 3,494 |
| LINDE PLC | $3.2M | 0.1% | 6,722 |
| LITELumentum Holdings Inc | $3.2M | 0.1% | 3,065 |
| AVESAvantis Emerging Markets Value ETF | $3.1M | 0.1% | 48,421 |
| PGRProgressive Corp | $3M | 0.1% | 13,937 |
| QCOMQualcomm Inc | $3M | 0.1% | 17,184 |
| ISHARES TR | $3M | 0.1% | 6,858 |
| DISWalt Disney Co | $3M | 0.1% | 28,073 |
| MSMorgan Stanley | $3M | 0.1% | 15,935 |
| ESGVVanguard ESG U.S. Stock ETF | $3M | 0.1% | 21,701 |
| IBMInternational Business Machines Corp | $3M | 0.1% | 13,128 |
| TAT&T Inc | $3M | 0.1% | 119,004 |
| MARMarriott International Inc | $3M | 0.1% | 8,191 |
| VNQVanguard Real Estate ETF | $2.9M | 0.1% | 32,207 |
| COFCapital One Financial Corp | $2.9M | 0.1% | 14,392 |
| DGROiShares Core Dividend Growth ETF | $2.9M | 0.1% | 37,109 |
| RLIRLI Corp | $2.9M | 0.1% | 50,656 |
| HINGE HEALTH INC | $2.8M | 0.1% | 28,543 |
| VTIPVanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares | $2.8M | 0.1% | 57,550 |
| BLKBlackRock Inc | $2.8M | 0.1% | 2,616 |
| DEDeere & Co | $2.8M | 0.1% | 4,257 |
| DELLDell Technologies Inc | $2.8M | 0.1% | 4,825 |
| PFEPfizer Inc | $2.8M | 0.1% | 99,498 |
| FIRST TR EXCHANGE-TRADED ALP | $2.8M | 0.1% | 15,400 |
| MPWRMonolithic Power Systems Inc | $2.7M | 0.1% | 2,006 |
| PNCPNC Financial Services Group Inc | $2.7M | 0.1% | 12,341 |
| TXNTexas Instruments Inc | $2.7M | 0.1% | 9,302 |
| DHRDanaher Corp | $2.6M | 0.1% | 12,159 |
| NSCNorfolk Southern Corp | $2.6M | 0.1% | 8,296 |
| VONVVanguard Russell 1000 Value ETF | $2.6M | 0.1% | 23,712 |
| BXBlackstone Inc | $2.6M | 0.1% | 23,206 |
| CRMSalesforce Inc | $2.6M | 0.1% | 11,421 |
| SCHASchwab U.S. Small-Cap ETF | $2.6M | 0.1% | 79,393 |
| BABoeing Co | $2.6M | 0.1% | 13,675 |
| UBERUber Technologies Inc | $2.6M | 0.1% | 36,464 |
| HWMHowmet Aerospace Inc | $2.5M | 0.1% | 11,446 |
| RSPInvesco S&P 500 Equal Weight ETF | $2.5M | 0.1% | 11,924 |
| NEENextera Energy Inc | $2.5M | 0.1% | 32,452 |
| VONGVanguard Russell 1000 Growth ETF | $2.5M | 0.1% | 18,845 |
| SCHWCharles Schwab Corp | $2.5M | 0.1% | 25,429 |
| VPLVanguard FTSE Pacific ETF | $2.5M | 0.1% | 21,470 |
| IAGGiShares International Aggregate Bond Fund | $2.4M | 0.1% | 49,593 |
| WELLWelltower Inc | $2.4M | 0.1% | 10,724 |
| ABTAbbott Laboratories | $2.4M | 0.1% | 23,879 |
| INTUIntuit Inc | $2.3M | 0.1% | 7,671 |
| SDYState Street SPDR S&P Dividend ETF | $2.3M | 0.1% | 15,415 |
| AVLVAvantis U.S. Large Cap Value ETF | $2.3M | 0.1% | 24,732 |
| EFAiShares MSCI EAFE ETF | $2.2M | 0.1% | 21,573 |
| CTASCintas Corp | $2.2M | 0.1% | 10,933 |
| ROYAL CARIBBEAN GROUP | $2.2M | 0.1% | 7,802 |
| KVUEKenvue Inc | $2.2M | 0.1% | 121,546 |
| CPNGCoupang Inc | $2.2M | 0.1% | 139,800 |
| SPDWSPDR Portfolio Developed World ex-US ETF | $2.2M | 0.1% | 43,372 |
| CICigna Group | $2.2M | 0.1% | 7,661 |
| DUKDuke Energy Corp | $2.2M | 0.1% | 18,409 |
| ASML HLDG NV | $2.1M | 0.1% | 1,213 |
| DFSVDimensional ETF Trust Dimensional US Small Cap Value ETF | $2.1M | 0.1% | 55,642 |
| MNSTMonster Beverage Corp | $2.1M | 0.1% | 48,280 |
| TDIVFirst Trust NASDAQ Technology Dividend Index Fund | $2.1M | 0.1% | 18,346 |
| SPGIS&P Global Inc | $2.1M | 0.1% | 5,164 |
| FTNTFortinet Inc | $2.1M | 0.1% | 10,876 |
| ORLYO'Reilly Automotive Inc | $2M | 0.1% | 23,762 |
| CHUBB LIMITED | $2M | 0.1% | 5,932 |
| CVSCVS Health Corp | $2M | 0.1% | 23,129 |
| UNPUnion Pacific Corp | $2M | 0.0% | 7,184 |
| IWBiShares Russell 1000 ETF | $2M | 0.0% | 4,711 |
| QQQMInvesco NASDAQ 100 ETF | $2M | 0.0% | 6,444 |
| APPApplovin Corp | $2M | 0.0% | 7,045 |
| VZVerizon Communications Inc | $2M | 0.0% | 42,319 |
| VANGUARD SCOTTSDALE FDS | $1.9M | 0.0% | 5,727 |
| MOAltria Group Inc | $1.9M | 0.0% | 27,207 |
| WISDOMTREE TR | $1.9M | 0.0% | 19,616 |
| BKNGBooking Holdings Inc | $1.9M | 0.0% | 12,085 |
| AMPAmeriprise Financial Inc | $1.9M | 0.0% | 3,843 |
| VRTXVertex Pharmaceuticals Inc | $1.9M | 0.0% | 3,792 |
| VRTVertiv Holdings Co | $1.9M | 0.0% | 7,823 |
| HYDVanEck ETF Trust VanEck High Yield Muni ETF | $1.9M | 0.0% | 39,753 |
| MSIMotorola Solutions Inc | $1.9M | 0.0% | 4,247 |
| DFIVDimensional International Value ETF | $1.9M | 0.0% | 34,276 |
| USBUS Bancorp | $1.9M | 0.0% | 33,085 |
| DALDelta Air Lines Inc | $1.9M | 0.0% | 22,960 |
| FASTFastenal Co | $1.9M | 0.0% | 36,918 |
| RUBRIK INC. | $1.9M | 0.0% | 15,351 |
| TMOThermo Fisher Scientific Inc | $1.8M | 0.0% | 2,817 |
| HOODRobinhood Markets Inc | $1.8M | 0.0% | 17,032 |
| TRVTravelers Companies Inc | $1.8M | 0.0% | 4,901 |
| AKREAkre Focus ETF | $1.8M | 0.0% | 33,368 |
| WMBWilliams Companies Inc | $1.8M | 0.0% | 24,896 |
| IDXXIDEXX Laboratories Inc | $1.8M | 0.0% | 3,509 |
| ISHARES TR | $1.8M | 0.0% | 21,170 |
| TRANE TECHNOLOGIES PLC | $1.8M | 0.0% | 3,809 |
| WDCWestern Digital Corp | $1.8M | 0.0% | 4,546 |
| XLFState Street Financial Select Sector SPDR ETF | $1.8M | 0.0% | 32,938 |
| ADPAutomatic Data Processing Inc | $1.8M | 0.0% | 6,550 |
| SPGSimon Property Group Inc | $1.8M | 0.0% | 8,826 |
| RJFRaymond James Financial Inc | $1.8M | 0.0% | 11,090 |
| CLColgate-Palmolive Co | $1.7M | 0.0% | 19,858 |
| IWFiShares Russell 1000 Growth ETF | $1.7M | 0.0% | 13,591 |
| SBUXStarbucks Corp | $1.7M | 0.0% | 18,372 |
| EA SERIES TRUST | $1.7M | 0.0% | 59,968 |
| ALLAllstate Corp | $1.7M | 0.0% | 7,325 |
| WAYSTAR HLDG CORP | $1.7M | 0.0% | 63,357 |
| JOHNSON CONTROLS INTERNATION | $1.7M | 0.0% | 10,862 |
| HCAHCA Healthcare Inc | $1.7M | 0.0% | 3,754 |
| GLWCorning Inc | $1.6M | 0.0% | 10,749 |
| LNGCheniere Energy Inc | $1.6M | 0.0% | 5,886 |
| ECLEcolab Inc | $1.6M | 0.0% | 5,795 |
| SSR MINING IN | $1.6M | 0.0% | 48,398 |
| DIMENSIONAL ETF TRUST | $1.6M | 0.0% | 41,103 |
| ROSTRoss Stores Inc | $1.6M | 0.0% | 7,213 |
| SOSouthern Co | $1.6M | 0.0% | 18,829 |
| VGSHVanguard Short-Term Treasury ETF | $1.6M | 0.0% | 28,027 |
| PEPPepsiCo Inc | $1.6M | 0.0% | 12,496 |
| NTAPNetApp Inc | $1.6M | 0.0% | 6,895 |
| NOWServiceNow Inc | $1.6M | 0.0% | 11,354 |
| FIRST TR EXCHANGE-TRADED ALP | $1.6M | 0.0% | 11,679 |
| DDOGDatadog Inc (Pre-Reincorporation) | $1.6M | 0.0% | 5,776 |
| SCHVSchwab U.S. Large-Cap Value ETF | $1.6M | 0.0% | 46,322 |
| VSGXVanguard ESG International Stock ETF | $1.6M | 0.0% | 19,436 |
| FBTCFidelity Wise Origin Bitcoin Fund Common Shares of Beneficial Interest | $1.6M | 0.0% | 21,814 |
| BOXXEA Series Trust Alpha Architect 1-3 Month Box ETF | $1.5M | 0.0% | 13,001 |
| EVERPURE INC | $1.5M | 0.0% | 10,213 |
| AEPAmerican Electric Power Company Inc | $1.5M | 0.0% | 12,569 |
| IWYiShares Russell Top 200 Growth ETF | $1.5M | 0.0% | 5,131 |
| FIXComfort Systems USA Inc | $1.5M | 0.0% | 895 |
| AJGArthur J. Gallagher & Co. | $1.5M | 0.0% | 6,483 |
| FCXFreeport-McMoRan Inc | $1.5M | 0.0% | 21,224 |
| CIENCiena Corp | $1.5M | 0.0% | 3,533 |
| BANK OF NY MELLON CORP | $1.5M | 0.0% | 10,455 |
| TSCOTractor Supply Co | $1.5M | 0.0% | 44,635 |
| LMTLockheed Martin Corp | $1.5M | 0.0% | 2,924 |
| EQIXEquinix Inc | $1.5M | 0.0% | 1,468 |
| OXYOccidental Petroleum Corp | $1.5M | 0.0% | 24,582 |
| GARMIN LTD | $1.5M | 0.0% | 5,502 |
| IVEiShares S&P 500 Value ETF | $1.5M | 0.0% | 6,359 |
| VBKVanguard Small-Cap Growth ETF | $1.5M | 0.0% | 4,329 |
| MCDMcDonald's Corp | $1.5M | 0.0% | 6,203 |
| ROKRockwell Automation Inc | $1.5M | 0.0% | 3,352 |
| EMXCiShares MSCI Emerging Markets ex China ETF | $1.4M | 0.0% | 14,713 |
| VCSHVanguard Short-Term Corporate Bond ETF | $1.4M | 0.0% | 18,604 |
| CBRECBRE Group Inc | $1.4M | 0.0% | 10,943 |
| ISHARES TR | $1.4M | 0.0% | 7,818 |
| EQTEQT Corp | $1.4M | 0.0% | 26,898 |
| MRSHMarsh & McLennan Companies Inc | $1.4M | 0.0% | 8,054 |
| SMHVanEck Semiconductor ETF | $1.4M | 0.0% | 2,343 |
| IWRiShares Russell Mid-Cap ETF | $1.4M | 0.0% | 13,053 |
| SPMDState Street SPDR Portfolio S&P 400 Mid Cap ETF | $1.4M | 0.0% | 22,215 |
| CMECME Group Inc | $1.4M | 0.0% | 5,108 |
| XLEState Street Energy Select Sector SPDR ETF | $1.4M | 0.0% | 21,586 |
| DASHDoorDash Inc | $1.4M | 0.0% | 7,332 |
| IXUSiShares Core MSCI Total International Stock ETF | $1.4M | 0.0% | 14,908 |
| FITBFifth Third Bancorp | $1.4M | 0.0% | 27,678 |
| VANGUARD MUN BD FDS | $1.4M | 0.0% | 18,853 |
| TRGPTarga Resources Corp | $1.4M | 0.0% | 4,856 |
| SNPSSynopsys Inc | $1.4M | 0.0% | 2,806 |
| APAAPA Corp (US) | $1.4M | 0.0% | 30,547 |
| PHYSSprott Physical Gold Trust ETV | $1.4M | 0.0% | 44,199 |
| ANGLOGOLD ASHANTI PLC | $1.4M | 0.0% | 15,135 |
| SCHWAB STRATEGIC TR | $1.4M | 0.0% | 39,831 |
| COHRCoherent Corp | $1.4M | 0.0% | 4,536 |
| ELVElevance Health Inc | $1.4M | 0.0% | 3,409 |
| GDXVanEck Gold Miners ETF | $1.4M | 0.0% | 15,574 |
| EMREmerson Electric Co | $1.3M | 0.0% | 8,397 |
| EBAYeBay Inc | $1.3M | 0.0% | 11,923 |
| WMWaste Management Inc | $1.3M | 0.0% | 6,311 |
| EOGEOG Resources Inc | $1.3M | 0.0% | 8,924 |
| TERTeradyne Inc | $1.3M | 0.0% | 3,320 |
| ARMArm Holdings PLC | $1.3M | 0.0% | 4,801 |
| STTState Street Corp | $1.3M | 0.0% | 7,513 |
| ALABAstera Labs, Inc | $1.3M | 0.0% | 3,772 |
| LOWLowe's Companies Inc | $1.3M | 0.0% | 6,925 |
| KKRKKR & Co Inc | $1.3M | 0.0% | 14,590 |
| MMM3M Co | $1.3M | 0.0% | 7,957 |
| BMYBristol-Myers Squibb Co | $1.3M | 0.0% | 21,784 |
| SEAGATE TECHNOLOGY HLDNGS PL | $1.3M | 0.0% | 1,667 |
| NOCNorthrop Grumman Corp | $1.3M | 0.0% | 2,652 |
| KMIKinder Morgan Inc | $1.3M | 0.0% | 39,814 |
| BKRBaker Hughes Co | $1.3M | 0.0% | 22,748 |
| FNDXSchwab Fundamental US Large Company Index ETF | $1.3M | 0.0% | 39,759 |
| TMUST-Mobile US Inc | $1.3M | 0.0% | 7,433 |
| NVSNovartis AG | $1.3M | 0.0% | 8,890 |
| EVOLV TECHNOLOGIES HLDNGS IN | $1.3M | 0.0% | 277,202 |
| KEYSKeysight Technologies Inc | $1.3M | 0.0% | 3,350 |
| HLTHilton Worldwide Holdings Inc | $1.3M | 0.0% | 3,880 |
| MCOMoody's Corp | $1.2M | 0.0% | 2,724 |
| XLPState Street Consumer Staples Select Sector SPDR ETF | $1.2M | 0.0% | 14,927 |
| INTFiShares International Equity Factor ETF | $1.2M | 0.0% | 30,281 |
| BAXBaxter International Inc | $1.2M | 0.0% | 51,997 |
| SWKSSkyworks Solutions Inc | $1.2M | 0.0% | 15,380 |
| IWDiShares Russell 1000 Value ETF | $1.2M | 0.0% | 4,906 |
| IAUiShares Gold Trust Shares of the iShares Gold Trust | $1.2M | 0.0% | 15,907 |
| IYYISHARES TR | $1.2M | 0.0% | 6,524 |
| TPLTexas Pacific Land Corp | $1.2M | 0.0% | 3,424 |
| HPEHewlett Packard Enterprise Co | $1.2M | 0.0% | 17,112 |
| FNDFSchwab Fundamental International Equity ETF | $1.2M | 0.0% | 22,614 |
| GDGeneral Dynamics Corp | $1.2M | 0.0% | 3,644 |
| SHARKNINJA INC | $1.2M | 0.0% | 6,461 |
| MUSAMurphy USA Inc. Common Stock | $1.2M | 0.0% | 2,294 |
| DHID.R. Horton Inc | $1.2M | 0.0% | 8,753 |
| ITWIllinois Tool Works Inc | $1.2M | 0.0% | 4,464 |
| SNOWSnowflake Inc | $1.2M | 0.0% | 3,423 |
| MRNAModerna Inc | $1.2M | 0.0% | 5,938 |
| ICEIntercontinental Exchange Inc | $1.2M | 0.0% | 7,524 |
| UNMUnum Group | $1.2M | 0.0% | 12,592 |
| BROBrown & Brown Inc | $1.2M | 0.0% | 18,244 |
| AMEAMETEK Inc | $1.2M | 0.0% | 4,658 |
| FDXFedEx Corp | $1.2M | 0.0% | 3,946 |
| EDConsolidated Edison Inc | $1.1M | 0.0% | 10,847 |
| EVERFORTH INC | $1.1M | 0.0% | 31,915 |
| EWEdwards Lifesciences Corp | $1.1M | 0.0% | 13,513 |
| CSXCSX Corp | $1.1M | 0.0% | 24,003 |
| SHWSherwin-Williams Co | $1.1M | 0.0% | 3,534 |
| EWBCEast West Bancorp Inc | $1.1M | 0.0% | 8,966 |
| AMERICAN CENTY ETF TR | $1.1M | 0.0% | 11,404 |
| OKEONEOK Inc | $1.1M | 0.0% | 12,497 |
| DFATDimensional U.S. Targeted Value ETF | $1.1M | 0.0% | 16,687 |
| VTRVentas Inc | $1.1M | 0.0% | 13,772 |
| MDLZMondelez International Inc | $1.1M | 0.0% | 18,451 |
| DVNDevon Energy Corp | $1.1M | 0.0% | 22,809 |
| CFGCitizens Financial Group Inc | $1.1M | 0.0% | 17,326 |
| GMGeneral Motors Co | $1.1M | 0.0% | 13,474 |
| SCZiShares MSCI EAFE Small-Cap ETF | $1.1M | 0.0% | 13,273 |
| SPEMSPDR Index Shares Fund SPDR Portfolio Emerging Markets ETF | $1.1M | 0.0% | 21,375 |
| AAgilent Technologies Inc | $1.1M | 0.0% | 6,533 |
| MKSIMKS Incorporated | $1.1M | 0.0% | 4,193 |
| MEDTRONIC PLC | $1.1M | 0.0% | 12,423 |
| AFLAflac Inc | $1.1M | 0.0% | 9,396 |
| VANGUARD MUN BD FDS | $1.1M | 0.0% | 15,153 |
| FHNFirst Horizon Corp | $1.1M | 0.0% | 46,265 |
| TDGTransDigm Group Inc | $1.1M | 0.0% | 988 |
| AIGAmerican International Group Inc | $1.1M | 0.0% | 13,966 |
| SHELShell PLC | $1.1M | 0.0% | 10,696 |
| HONHoneywell International Inc | $1.1M | 0.0% | 5,162 |
| NEUNewMarket Corp | $1.1M | 0.0% | 1,166 |
| IJTiShares S&P SmallCap 600 Growth ETF | $1.1M | 0.0% | 6,514 |
| ISHARES GOLD TRUST MICRO | $1.1M | 0.0% | 25,522 |
| ARAntero Resources Corp | $1M | 0.0% | 28,795 |
| PKWInvesco BuyBack Achievers ETF | $1M | 0.0% | 7,049 |
| REGNRegeneron Pharmaceuticals Inc | $1M | 0.0% | 1,400 |
| BSXBoston Scientific Corp | $1M | 0.0% | 24,587 |
| MTBM&T Bank Corp | $1M | 0.0% | 4,734 |
| IWNiShares Russell 2000 Value ETF | $1M | 0.0% | 4,880 |
| CAHCardinal Health Inc | $1M | 0.0% | 4,296 |
| TWLOTwilio Inc | $1M | 0.0% | 3,706 |
| MAINMain Street Capital Corp | $1M | 0.0% | 18,730 |
| SEABOARD CORP DEL | $1M | 0.0% | 251 |
| ILMNIllumina Inc | $1M | 0.0% | 3,852 |
| ASTRAZENECA PLC | $1M | 0.0% | 6,402 |
| CASYCaseys General Stores Inc | $1M | 0.0% | 1,581 |
| GWWWW Grainger Inc | $1M | 0.0% | 799 |
| CORCencora Inc | $1M | 0.0% | 3,142 |
| UUnity Software Inc | $1M | 0.0% | 21,954 |
| CHTRCharter Communications Inc | $1M | 0.0% | 9,149 |
| CARRCarrier Global Corp | $998.8K | 0.0% | 17,890 |
| SPOTIFY TECHNOLOGY S A | $997.6K | 0.0% | 1,895 |
| METMetLife Inc | $996.6K | 0.0% | 10,121 |
| CMCSAComcast Corp | $996.2K | 0.0% | 46,966 |
| SMITHFIELD FOODS INC | $995.9K | 0.0% | 52,747 |
| XLCThe Communication Services Select Sector SPDR Fund | $987K | 0.0% | 8,807 |
| IJSiShares S&P SmallCap 600 Value ETF | $975.9K | 0.0% | 7,530 |
| GPNGlobal Payments Inc | $972.5K | 0.0% | 11,750 |
| VOOVVanguard S&P 500 Value ETF | $971.6K | 0.0% | 4,333 |
| ZIONZions Bancorporation NA | $970.3K | 0.0% | 15,468 |
| PPCPilgrims Pride Corp | $965.2K | 0.0% | 33,866 |
| EPDEnterprise Products Partners L.P | $956.6K | 0.0% | 26,029 |
| TMFGMotley Fool Global Opportunities ETF | $952.9K | 0.0% | 31,622 |
| PLDPrologis Inc | $951.8K | 0.0% | 7,362 |
| CMICummins Inc | $948.6K | 0.0% | 1,823 |
| NU HLDGS LTD | $937.5K | 0.0% | 60,955 |
| FNDESchwab Fundamental Emerging Markets Equity ETF | $936.6K | 0.0% | 22,147 |
| PCARPaccar Inc | $935.8K | 0.0% | 8,534 |
| SYKStryker Corp | $935.6K | 0.0% | 3,378 |
| UTHRUnited Therapeutics Corp | $932.9K | 0.0% | 1,751 |
| VDEVanguard Energy ETF | $931.6K | 0.0% | 5,102 |
| ODFLOld Dominion Freight Line Inc | $917.1K | 0.0% | 5,049 |
| ALBAlbemarle Corp | $916K | 0.0% | 8,972 |
| TDYTeledyne Technologies Inc | $912.1K | 0.0% | 1,508 |
| PNFPPinnacle Financial Partners Inc | $910.4K | 0.0% | 9,617 |
| APDAir Products and Chemicals Inc | $904.4K | 0.0% | 3,249 |
| FFIVF5 Inc | $902.1K | 0.0% | 1,954 |
| WSTWest Pharmaceutical Services Inc | $902K | 0.0% | 2,483 |
| DDominion Energy Inc | $898.9K | 0.0% | 14,557 |
| WABWestinghouse Air Brake Technologies Corp | $886.2K | 0.0% | 3,156 |
| RGAReinsurance Group of America Inc | $885.5K | 0.0% | 3,460 |
| IBITiShares Bitcoin Trust ETF | $883.5K | 0.0% | 19,099 |
| ADSKAutodesk Inc | $881.1K | 0.0% | 3,772 |
| TFCTruist Financial Corp | $874.5K | 0.0% | 18,937 |
| RSGRepublic Services Inc | $872.1K | 0.0% | 4,022 |
| TGTTarget Corp | $871.2K | 0.0% | 5,630 |
| FIRST TR EXCHANGE-TRADED ALP | $867.8K | 0.0% | 7,624 |
| RBCRBC Bearings Inc | $863.7K | 0.0% | 1,759 |
| HONAHoneywell Aerospace Inc | $860.6K | 0.0% | 5,588 |
| DGDollar General Corp | $853.2K | 0.0% | 6,866 |
| CNCCentene Corp | $850K | 0.0% | 13,170 |
| CREDO TECHNOLOGY GROUP HOLDI | $847.9K | 0.0% | 4,002 |
| NUENucor Corp | $843.7K | 0.0% | 3,428 |
| MTSIMACOM Technology Solutions Holdings Inc | $842.3K | 0.0% | 2,614 |
| DINOHF Sinclair Corp | $841.9K | 0.0% | 6,974 |
| ABNBAirbnb Inc | $836.1K | 0.0% | 5,122 |
| ARCH CAP GROUP LTD | $829.6K | 0.0% | 8,634 |
| DLRDigital Realty Trust Inc | $823.3K | 0.0% | 4,676 |
| XPOXPO Inc | $815.5K | 0.0% | 4,482 |
| MUFGMitsubishi UFJ Financial Group Inc | $809.4K | 0.0% | 36,007 |
| FANGDiamondback Energy Inc | $807.6K | 0.0% | 4,213 |
| XLVState Street Health Care Select Sector SPDR ETF | $805K | 0.0% | 4,787 |
| SCHYSchwab International Dividend Equity ETF | $804.8K | 0.0% | 25,533 |
| SLBSLB NV | $803.4K | 0.0% | 16,402 |
| GLDSPDR Gold Shares | $803.1K | 0.0% | 2,121 |
| SPYMState Street SPDR Portfolio S&P 500 ETF | $798.5K | 0.0% | 8,767 |
| DGXQuest Diagnostics Inc | $794.5K | 0.0% | 3,442 |
| SYFSynchrony Financial | $788K | 0.0% | 10,689 |
| DIMENSIONAL ETF TRUST | $787.9K | 0.0% | 10,088 |
| INVESCO EXCHANGE TRADED FD T | $787K | 0.0% | 4,819 |
| ESGDiShares ESG Aware MSCI EAFE ETF | $781.8K | 0.0% | 7,680 |
| UALUnited Airlines Holdings Inc | $781.6K | 0.0% | 7,275 |
| SYYSysco Corp | $776.8K | 0.0% | 9,933 |
| CWCurtiss-Wright Corp | $773.6K | 0.0% | 1,525 |
| IBBiShares Nasdaq Biotechnology Index Fund | $772K | 0.0% | 3,851 |
| BEBloom Energy Corp | $771.8K | 0.0% | 2,829 |
| WSMWilliams-Sonoma Inc | $767.9K | 0.0% | 3,213 |
| DBEFXtrackers MSCI EAFE Hedged Equity ETF | $765.4K | 0.0% | 14,044 |
| TPRTapestry Inc | $765.3K | 0.0% | 6,608 |
| LPLALPL Financial Holdings Inc | $761K | 0.0% | 2,320 |
| AGGiShares Core U.S. Aggregate Bond ETF | $760.5K | 0.0% | 8,037 |
| VLUEiShares MSCI USA Value Factor ETF | $760.2K | 0.0% | 3,799 |
| IRIngersoll Rand Inc | $758.1K | 0.0% | 9,719 |
| BIIBBiogen Inc | $757.3K | 0.0% | 3,467 |
| ETREntergy Corp | $756.7K | 0.0% | 7,383 |
| RYRoyal Bank of Canada | $752.5K | 0.0% | 3,949 |
| AMTAmerican Tower Corp | $751.7K | 0.0% | 4,509 |
| BAR HBR BANKSHARES | $749.9K | 0.0% | 19,488 |
| GLDMSPDR Gold MiniShares Trust | $747.7K | 0.0% | 9,149 |
| AFRMAffirm Holdings Inc | $744K | 0.0% | 9,643 |
| IBKRInteractive Brokers Group Inc | $735.6K | 0.0% | 8,507 |
| SCCOSouthern Copper Corp | $732K | 0.0% | 3,685 |
| NTRANatera Inc | $732K | 0.0% | 1,873 |
| WRBW. R. Berkley Corp | $731K | 0.0% | 10,146 |
| POPULAR INC | $727.2K | 0.0% | 4,668 |
| EXCExelon Corp | $726.9K | 0.0% | 17,418 |
| INVESCO LTD | $722.5K | 0.0% | 24,013 |
| XYZBlock Inc | $719.5K | 0.0% | 9,564 |
| CIBRFirst Trust NASDAQ Cybersecurity ETF | $719.4K | 0.0% | 6,774 |
| XELXcel Energy Inc | $719.3K | 0.0% | 9,806 |
| AMERICAN CENTY ETF TR | $718.3K | 0.0% | 9,216 |
| NDAQNasdaq Inc | $716.8K | 0.0% | 7,760 |
| 10X GENOMICS INC | $715.1K | 0.0% | 9,254 |
| MDBMongoDB Inc | $708.5K | 0.0% | 1,908 |
| TFLOiShares Treasury Floating Rate Bond ETF | $706.1K | 0.0% | 13,966 |
| CBOECboe Global Markets Inc | $702.4K | 0.0% | 2,389 |
| MLMMartin Marietta Materials Inc | $702.1K | 0.0% | 1,458 |
| ISHARES TR | $690.1K | 0.0% | 8,028 |
| CVNACarvana Co | $689.9K | 0.0% | 10,916 |
| AMKRAmkor Technology Inc | $689.5K | 0.0% | 13,520 |
| HIGHartford Insurance Group Inc | $688.8K | 0.0% | 5,320 |
| XBIState Street SPDR S&P Biotech ETF | $683.6K | 0.0% | 4,579 |
| IEURiShares Core MSCI Europe ETF | $681.6K | 0.0% | 9,391 |
| JAZZ PHARMACEUTICALS PLC | $681.1K | 0.0% | 3,062 |
| SPYGSPDR Series Trust SPDR Portfolio S&P 500 Growth ETF | $676.3K | 0.0% | 5,422 |
| AMAntero Midstream Corp | $674.5K | 0.0% | 31,832 |
Quarter ending 2026-09-30.
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