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Precedent Wealth Partners

Latest statistics and disclosures from Precedent Wealth Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are VEA, VTI, VOO, DON, IVV, and represent 19.82% of Precedent Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: DNOV, VEA, IBDY, VTV, BSSX, AIRR, DECM, RSPD, VONE, DXJ.
Started 9 new stock positions in TCHP, PAA, DNOV, VTV, IEFA, XLV, GLD, RSPD, BUFH.
Reduced shares in these 10 stocks: DFEB (-$6.2M), IBDQ, BSMP, DJAN, RSP, DON, SDY, XLG, IWB, IVV.
Sold out of its positions in AMT, AXON, FSCO, BSMP, IBDQ, TSCO.
Precedent Wealth Partners was a net buyer of stock by $16M.
Precedent Wealth Partners has $477M in assets under management (AUM), dropping by 5.01%.
Central Index Key (CIK): 0002008666

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Portfolio Holdings for Precedent Wealth Partners

Precedent Wealth Partners holds 171 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	6.0	$29M	+11%	456k	62.47	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	5.7	$27M		81k	335.27	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.7	$13M	+12%	21k	627.12	View chart
Wisdomtree Tr Us Midcap Divid (DON)	2.7	$13M	-8%	251k	51.60	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.7	$13M	-2%	19k	684.95	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	2.5	$12M	-4%	201k	59.28	View chart
Ishares Tr Msci Eafe Etf (EFA)	2.4	$12M		121k	96.03	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	2.1	$10M	-8%	72k	139.16	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	2.1	$9.9M	+5%	258k	38.32	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Equit (DECM)	2.1	$9.8M	+24%	298k	32.85	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	2.0	$9.8M	+5%	95k	102.42	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.7	$8.3M	-3%	125k	66.00	View chart
Wisdomtree Tr Japn Hedge Eqt (DXJ)	1.7	$8.2M	+22%	57k	144.16	View chart
First Tr Exchange-traded Rba Indl Etf (AIRR)	1.7	$8.2M	+32%	83k	98.32	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us (DJAN)	1.6	$7.8M	-16%	181k	43.41	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	1.4	$6.7M	+17%	75k	90.00	View chart
Broadcom (AVGO)	1.4	$6.6M	-4%	19k	346.09	View chart
Apple (AAPL)	1.3	$6.4M	+2%	24k	271.86	View chart
Wisdomtree Tr Us High Dividend (DHS)	1.3	$6.0M		59k	101.82	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	1.2	$5.9M	-17%	31k	191.56	View chart
Lam Research Corp Com New (LRCX)	1.2	$5.5M	-4%	32k	171.18	View chart
Ishares Tr National Mun Etf (MUB)	1.1	$5.2M		49k	107.11	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAY)	1.1	$5.2M		114k	45.24	View chart
Microsoft Corporation (MSFT)	1.1	$5.0M	+2%	10k	483.60	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	1.0	$4.7M	+47%	15k	309.04	View chart
Exxon Mobil Corporation (XOM)	0.9	$4.3M	+2%	36k	120.34	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)	0.9	$4.3M	-3%	91k	46.92	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us (DFEB)	0.9	$4.3M	-59%	90k	47.72	View chart
JPMorgan Chase & Co. (JPM)	0.9	$4.1M		13k	322.22	View chart
Invesco Exch Trd Slf Idx Bulletshs 31 Mun (BSMV)	0.8	$4.0M	+6%	190k	21.14	View chart
Invesco Exch Trd Slf Idx Invsc 30 Muni Bd (BSMU)	0.8	$3.9M	+8%	176k	22.02	View chart
Invesco Exch Trd Slf Idx Bulletshs 32 Mun (BSMW)	0.8	$3.8M	+9%	150k	25.11	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Muni (BSMR)	0.8	$3.7M	+8%	158k	23.67	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.8	$3.7M	-12%	10k	373.44	View chart
Invesco Exch Trd Slf Idx Bulshs 2028 Muni (BSMS)	0.8	$3.7M	+8%	158k	23.50	View chart
Invesco Exch Trd Slf Idx Bulshs 2029 Muni (BSMT)	0.7	$3.6M	+10%	153k	23.15	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.7	$3.6M		5.9k	603.28	View chart
Invesco Exch Trd Slf Idx Invesco Bulletsh (BSSX)	0.7	$3.5M	+142%	135k	25.86	View chart
Ishares Tr Ibonds Dec 2031 (IBDW)	0.7	$3.5M	+6%	164k	21.15	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	0.7	$3.4M	+6%	156k	22.07	View chart
Ishares Tr Ibonds Dec 2032 (IBDX)	0.7	$3.4M	+4%	134k	25.53	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	0.7	$3.4M	+6%	146k	23.41	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.7	$3.4M	+6%	134k	25.45	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.7	$3.4M	+6%	140k	24.28	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.7	$3.4M	+6%	139k	24.23	View chart
First Tr Exchng Traded Fd Vi Vest Us Equity M (MARM)	0.7	$3.3M		100k	33.05	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DNOV)	0.7	$3.2M	NEW	66k	48.84	View chart
Ishares Tr Ibonds Dec 2033 (IBDY)	0.7	$3.2M	+306%	122k	26.14	View chart
Williams-Sonoma (WSM)	0.7	$3.2M		18k	178.59	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.6	$3.0M	+18%	115k	25.75	View chart
Chevron Corporation (CVX)	0.6	$2.9M		19k	152.41	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Muni (BSMQ)	0.6	$2.9M	-4%	122k	23.64	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Equty (FEBM)	0.6	$2.9M		94k	30.38	View chart
Abbvie (ABBV)	0.6	$2.8M	+3%	12k	228.50	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.6	$2.8M		13k	210.34	View chart
Bank of America Corporation (BAC)	0.6	$2.8M	+2%	50k	55.00	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)	0.6	$2.7M	+3%	97k	28.24	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Equit (JANM)	0.6	$2.7M		83k	33.01	View chart
Amgen (AMGN)	0.5	$2.6M	+4%	7.9k	327.31	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.5	$2.6M		18k	143.52	View chart
Caterpillar (CAT)	0.5	$2.5M		4.4k	572.89	View chart
Johnson & Johnson (JNJ)	0.5	$2.5M	+3%	12k	206.94	View chart
McDonald's Corporation (MCD)	0.5	$2.5M	+6%	8.1k	305.64	View chart
Vanguard Index Fds Value Etf (VTV)	0.5	$2.4M	NEW	13k	190.99	View chart
Qualcomm (QCOM)	0.5	$2.4M	+5%	14k	171.05	View chart
Blackrock (BLK)	0.5	$2.3M	+5%	2.2k	1070.56	View chart
Merck & Co (MRK)	0.5	$2.3M	+9%	22k	105.26	View chart
Kinder Morgan (KMI)	0.5	$2.3M	+3%	84k	27.49	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.5	$2.2M	-5%	44k	50.29	View chart
Dollar General (DG)	0.4	$2.1M	+8%	16k	132.77	View chart
MetLife (MET)	0.4	$2.1M	+7%	26k	78.94	View chart
Lockheed Martin Corporation (LMT)	0.4	$2.0M	+8%	4.2k	483.73	View chart
Altria (MO)	0.4	$2.0M	+5%	34k	57.66	View chart
NVIDIA Corporation (NVDA)	0.4	$2.0M		11k	186.50	View chart
Kroger (KR)	0.4	$1.9M	+5%	31k	62.48	View chart
Automatic Data Processing (ADP)	0.4	$1.9M		7.4k	257.23	View chart
Duke Energy Corp Com New (DUK)	0.4	$1.9M	+8%	16k	117.21	View chart
PNC Financial Services (PNC)	0.4	$1.9M	+5%	9.0k	208.73	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.4	$1.8M		6.8k	268.29	View chart
Home Depot (HD)	0.4	$1.8M	+8%	5.3k	344.07	View chart
A. O. Smith Corporation (AOS)	0.4	$1.8M	+4%	27k	66.88	View chart
Texas Instruments Incorporated (TXN)	0.4	$1.7M	-5%	10k	173.49	View chart
Invesco Exchange Traded Fd T S&p500 Eql Dis (RSPD)	0.4	$1.7M	NEW	30k	57.03	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.4	$1.7M	-3%	49k	34.26	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.4	$1.7M	+16%	30k	56.69	View chart
Hershey Company (HSY)	0.3	$1.7M	+9%	9.2k	181.99	View chart
First Tr Exchange-traded Ft Vest Tec (TDVI)	0.3	$1.7M	+7%	60k	27.74	View chart
Illinois Tool Works (ITW)	0.3	$1.6M	+9%	6.6k	246.29	View chart
Ishares Tr Select Divid Etf (DVY)	0.3	$1.6M		11k	141.14	View chart
FedEx Corporation (FDX)	0.3	$1.6M	+15%	5.5k	288.86	View chart
Intuit (INTU)	0.3	$1.6M	+11%	2.4k	662.38	View chart
Coca-Cola Company (KO)	0.3	$1.5M	+15%	22k	69.91	View chart
Spdr Ser Tr Russell Yield (ONEY)	0.3	$1.5M		13k	113.56	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$1.4M	+2%	4.6k	313.01	View chart
Amazon (AMZN)	0.3	$1.4M	-2%	6.2k	230.82	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$1.4M		2.1k	682.02	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$1.4M		50k	27.43	View chart
Target Corporation (TGT)	0.3	$1.4M	-4%	14k	97.75	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.3	$1.3M	-4%	27k	49.15	View chart
Air Products & Chemicals (APD)	0.3	$1.3M	+2%	5.3k	247.04	View chart
Nike CL B (NKE)	0.3	$1.3M	-2%	20k	63.71	View chart
Verizon Communications (VZ)	0.3	$1.3M	-3%	31k	40.73	View chart
Zoetis Cl A (ZTS)	0.3	$1.2M	+4%	9.8k	125.82	View chart
UnitedHealth (UNH)	0.3	$1.2M	+30%	3.7k	330.13	View chart
Wec Energy Group (WEC)	0.3	$1.2M	+16%	12k	105.46	View chart
Comcast Corp Cl A (CMCSA)	0.3	$1.2M		41k	29.89	View chart
Owens Corning (OC)	0.2	$1.2M	+4%	11k	111.92	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.2	$1.1M		5.2k	209.13	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAR)	0.2	$1.0M		24k	41.65	View chart
Cummins (CMI)	0.2	$962k		1.9k	510.45	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$957k		3.0k	313.85	View chart
Wal-Mart Stores (WMT)	0.2	$927k		8.3k	111.41	View chart
Meta Platforms Cl A (META)	0.2	$909k	+6%	1.4k	660.21	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.2	$862k	-26%	22k	39.45	View chart
ConocoPhillips (COP)	0.2	$850k	-18%	9.1k	93.61	View chart
Wisdomtree Tr Us S Cap Qty Div (DGRS)	0.2	$795k	-6%	16k	49.62	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$783k	-13%	1.3k	614.31	View chart
American Express Company (AXP)	0.2	$752k		2.0k	369.95	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DSEP)	0.2	$744k		17k	44.91	View chart
EOG Resources (EOG)	0.1	$708k	+68%	6.7k	105.00	View chart
Palantir Technologies Cl A (PLTR)	0.1	$668k		3.8k	177.75	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.1	$629k	-32%	5.2k	121.75	View chart
Cisco Systems (CSCO)	0.1	$597k		7.7k	77.03	View chart
Visa Com Cl A (V)	0.1	$571k		1.6k	350.67	View chart
Vanguard Scottsdale Fds Vng Rus3000idx (VTHR)	0.1	$547k		1.8k	300.33	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$524k	-5%	2.5k	211.78	View chart
Invesco Exch Trd Slf Idx Bulletshare 2034 (BSMY)	0.1	$507k	+17%	21k	24.58	View chart
Stellar Bancorp Ord (STEL)	0.1	$475k	-4%	15k	30.94	View chart
Williams Companies (WMB)	0.1	$473k	-10%	7.9k	60.11	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$468k	-3%	931.00	502.65	View chart
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY)	0.1	$444k	-9%	22k	20.39	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DDEC)	0.1	$440k		9.8k	45.09	View chart
Pepsi (PEP)	0.1	$424k		3.0k	143.52	View chart
Abbott Laboratories (ABT)	0.1	$408k		3.3k	125.29	View chart
Valero Energy Corporation (VLO)	0.1	$403k		2.5k	162.79	View chart
Advanced Micro Devices (AMD)	0.1	$397k	+4%	1.9k	214.16	View chart
Plains All Amern Pipeline L Unit Ltd Partn (PAA)	0.1	$396k	NEW	22k	17.96	View chart
Costco Wholesale Corporation (COST)	0.1	$396k	+7%	459.00	862.34	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.1	$384k	-16%	8.2k	46.86	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$381k		15k	26.23	View chart
First Tr Exchng Traded Fd Vi Vest Us Eqty Max (MAYM)	0.1	$380k		12k	32.20	View chart
Cheniere Energy Com New (LNG)	0.1	$378k	-5%	1.9k	194.41	View chart
Wisdomtree Tr Us Smallcap Fund (EES)	0.1	$365k	-9%	6.4k	56.93	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$363k		744.00	488.04	View chart
Eli Lilly & Co. (LLY)	0.1	$359k	+21%	334.00	1074.68	View chart
J P Morgan Exchange Traded F Div Rtn Em Eqt (JPEM)	0.1	$336k	-3%	5.5k	60.73	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$332k		701.00	473.30	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.1	$327k		5.6k	57.91	View chart
Morgan Stanley Com New (MS)	0.1	$309k	+5%	1.7k	177.53	View chart
Everus Constr Group (ECG)	0.1	$303k		3.5k	85.56	View chart
Vistra Energy (VST)	0.1	$300k		1.9k	161.33	View chart
Applied Materials (AMAT)	0.1	$290k		1.1k	257.00	View chart
Oracle Corporation (ORCL)	0.1	$282k	-13%	1.4k	194.97	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFH)	0.1	$281k	NEW	14k	20.86	View chart
Stryker Corporation (SYK)	0.1	$279k		793.00	351.47	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$277k	+104%	1.9k	143.97	View chart
MDU Resources (MDU)	0.1	$277k		14k	19.52	View chart
Netflix (NFLX)	0.1	$275k	+1085%	2.9k	93.76	View chart
Mastercard Incorporated Cl A (MA)	0.1	$275k	+5%	481.00	570.69	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$251k		1.1k	219.78	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$250k	NEW	2.8k	89.46	View chart
Knife River Corp Common Stock (KNF)	0.1	$249k		3.5k	70.35	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$239k	+121%	2.0k	119.41	View chart
Procter & Gamble Company (PG)	0.0	$227k	-3%	1.6k	143.31	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$220k	NEW	556.00	396.31	View chart
Fidelity National Information Services (FIS)	0.0	$214k	-3%	3.2k	66.46	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$211k	-3%	2.8k	75.44	View chart
T Rowe Price Etf Price Blue Chip (TCHP)	0.0	$210k	NEW	4.2k	49.86	View chart
Spinnaker Etf Series Select Stoxx Eur (EUAD)	0.0	$205k		4.9k	42.13	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.0	$202k	NEW	1.3k	154.80	View chart
Nuveen Municipal Credit Com Sh Ben Int (NZF)	0.0	$138k		11k	12.58	View chart

Past Filings by Precedent Wealth Partners

SEC 13F filings are viewable for Precedent Wealth Partners going back to 2023

Precedent Wealth Partners 2025 Q4 filed Jan. 7, 2026
Precedent Wealth Partners 2025 Q3 filed Oct. 14, 2025
Precedent Wealth Partners 2025 Q2 filed July 21, 2025
Precedent Wealth Partners 2025 Q1 filed April 17, 2025
Precedent Wealth Partners 2024 Q4 filed Jan. 21, 2025
Precedent Wealth Partners 2024 Q3 filed Oct. 17, 2024
Precedent Wealth Partners 2024 Q2 filed July 23, 2024
Precedent Wealth Partners 2024 Q1 filed April 23, 2024
Precedent Wealth Partners 2023 Q4 filed Jan. 18, 2024

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