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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 VTI, VEA, DON, IVV, XLG, and represent 19.91% of Precedent Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: VEA, CVX, DXJ, VOO, DG, VONE, XMHQ, AIRR, SDVY, FDX.
Started 8 new stock positions in AMD, DSEP, FDX, AMAT, NZF, EUAD, XLY, DG.
Reduced shares in these 10 stocks: CLX, UPS, DDEC, DFEB, JPEM, IJH, IBDQ, IWB, DNOV, .
Sold out of its positions in BTX, CLX, D, DLY, DNOV, ISRG, IVW, PM, UPRO, UPS. DEM.
Precedent Wealth Partners was a net buyer of stock by $23M.
Precedent Wealth Partners has $454M in assets under management (AUM), dropping by 11.24%.
Central Index Key (CIK): 0002008666

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Portfolio Holdings for Precedent Wealth Partners

Precedent Wealth Partners holds 168 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Total Stk Mkt (VTI)	5.9	$27M		82k	328.17	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	5.4	$24M	+14%	407k	59.92	View chart
Wisdomtree Tr Us Midcap Divid (DON)	3.2	$14M		275k	52.30	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.8	$13M		19k	669.28	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	2.7	$12M		210k	57.52	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.5	$11M	+19%	19k	612.36	View chart
Ishares Tr Msci Eafe Etf (EFA)	2.5	$11M		121k	93.37	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	2.4	$11M	+3%	79k	140.05	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us (DFEB)	2.3	$10M	-9%	220k	46.54	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	2.1	$9.5M	+14%	90k	104.96	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	2.0	$9.3M	+14%	245k	38.02	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us (DJAN)	2.0	$9.1M		216k	42.14	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.9	$8.5M	-5%	130k	65.26	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Equit (DECM)	1.7	$7.7M		240k	32.26	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	1.6	$7.2M	+14%	38k	189.70	View chart
Broadcom (AVGO)	1.4	$6.6M		20k	329.91	View chart
First Tr Exchange-traded Rba Indl Etf (AIRR)	1.3	$6.1M	+24%	63k	96.68	View chart
Wisdomtree Tr Us High Dividend (DHS)	1.3	$6.0M		60k	100.75	View chart
Wisdomtree Tr Japn Hedge Eqt (DXJ)	1.3	$6.0M	+51%	47k	128.03	View chart
Apple (AAPL)	1.3	$5.8M		23k	254.63	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	1.2	$5.4M	+13%	64k	84.68	View chart
Ishares Tr National Mun Etf (MUB)	1.2	$5.3M		50k	106.49	View chart
Microsoft Corporation (MSFT)	1.1	$5.2M	+2%	10k	517.96	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAY)	1.1	$5.0M		114k	44.32	View chart
Lam Research Corp Com New (LRCX)	1.0	$4.5M	+3%	34k	133.90	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)	0.9	$4.3M	-5%	94k	45.21	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.9	$4.1M	-7%	11k	365.48	View chart
JPMorgan Chase & Co. (JPM)	0.9	$4.0M	+6%	13k	315.43	View chart
Exxon Mobil Corporation (XOM)	0.9	$3.9M	+3%	35k	112.75	View chart
Invesco Exch Trd Slf Idx Bulletshs 31 Mun (BSMV)	0.8	$3.7M	+13%	178k	21.01	View chart
Invesco Exch Trd Slf Idx Invsc 30 Muni Bd (BSMU)	0.8	$3.6M	+15%	162k	21.92	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.8	$3.5M		6.0k	596.03	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Muni (BSMR)	0.8	$3.5M	+13%	146k	23.66	View chart
Invesco Exch Trd Slf Idx Bulshs 2028 Muni (BSMS)	0.8	$3.4M	+13%	146k	23.41	View chart
Invesco Exch Trd Slf Idx Bulletshs 32 Mun (BSMW)	0.8	$3.4M	+16%	137k	24.98	View chart
Williams-Sonoma (WSM)	0.7	$3.4M	+2%	17k	195.45	View chart
First Tr Exchng Traded Fd Vi Vest Us Equity M (MARM)	0.7	$3.3M		101k	32.60	View chart
Ishares Tr Ibonds Dec 2032 (IBDX)	0.7	$3.3M		128k	25.62	View chart
Ishares Tr Ibonds Dec 2031 (IBDW)	0.7	$3.3M	+3%	154k	21.22	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	0.7	$3.2M	+4%	146k	22.15	View chart
Invesco Exch Trd Slf Idx Bulshs 2029 Muni (BSMT)	0.7	$3.2M	+17%	140k	23.10	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	0.7	$3.2M	+4%	137k	23.47	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.7	$3.2M	+4%	126k	25.52	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.7	$3.2M	+4%	131k	24.34	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.7	$3.2M	+4%	130k	24.30	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.7	$3.1M	+64%	10k	302.34	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Muni (BSMQ)	0.7	$3.0M	+15%	129k	23.62	View chart
Chevron Corporation (CVX)	0.7	$3.0M	+652%	19k	155.29	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Equty (FEBM)	0.6	$2.8M	-3%	95k	29.91	View chart
Abbvie (ABBV)	0.6	$2.7M		12k	231.54	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Equit (JANM)	0.6	$2.7M		83k	32.43	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.6	$2.7M		13k	203.59	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)	0.6	$2.6M	+7%	94k	27.64	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.6	$2.5M		18k	140.95	View chart
Bank of America Corporation (BAC)	0.6	$2.5M	+5%	49k	51.59	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.6	$2.5M	+14%	97k	25.85	View chart
Blackrock (BLK)	0.5	$2.4M	+6%	2.1k	1165.97	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.5	$2.3M	+22%	47k	50.07	View chart
McDonald's Corporation (MCD)	0.5	$2.3M	+5%	7.6k	303.90	View chart
Kinder Morgan (KMI)	0.5	$2.3M	+5%	81k	28.31	View chart
Johnson & Johnson (JNJ)	0.5	$2.2M	+7%	12k	185.42	View chart
Qualcomm (QCOM)	0.5	$2.2M	+6%	13k	166.37	View chart
Ishares Tr Ibonds Dec25 Etf (IBDQ)	0.5	$2.2M	-15%	86k	25.19	View chart
Altria (MO)	0.5	$2.2M	+6%	33k	66.06	View chart
Automatic Data Processing (ADP)	0.5	$2.1M	+6%	7.3k	293.52	View chart
Amgen (AMGN)	0.5	$2.1M	+6%	7.6k	282.21	View chart
Caterpillar (CAT)	0.5	$2.1M	+8%	4.5k	477.12	View chart
MetLife (MET)	0.4	$2.0M	+6%	25k	82.37	View chart
Kroger (KR)	0.4	$2.0M	+8%	30k	67.41	View chart
Home Depot (HD)	0.4	$2.0M	+7%	4.8k	405.23	View chart
Lockheed Martin Corporation (LMT)	0.4	$1.9M	+6%	3.9k	499.15	View chart
Texas Instruments Incorporated (TXN)	0.4	$1.9M	+7%	11k	183.74	View chart
NVIDIA Corporation (NVDA)	0.4	$1.9M		10k	186.58	View chart
A. O. Smith Corporation (AOS)	0.4	$1.9M		25k	73.41	View chart
Duke Energy Corp Com New (DUK)	0.4	$1.8M	+6%	15k	123.75	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Muni (BSMP)	0.4	$1.7M	-9%	70k	24.52	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.4	$1.7M	+4%	51k	33.42	View chart
PNC Financial Services (PNC)	0.4	$1.7M	+10%	8.5k	200.92	View chart
Merck & Co (MRK)	0.4	$1.7M	+10%	20k	83.93	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.4	$1.7M	+6%	6.7k	246.59	View chart
First Tr Exchange-traded Ft Vest Tec (TDVI)	0.4	$1.6M	+8%	56k	28.65	View chart
Ishares Tr Select Divid Etf (DVY)	0.3	$1.6M		11k	142.10	View chart
Illinois Tool Works (ITW)	0.3	$1.6M	+10%	6.0k	260.74	View chart
Hershey Company (HSY)	0.3	$1.6M	+12%	8.3k	187.05	View chart
Dollar General (DG)	0.3	$1.5M	NEW	15k	103.35	View chart
Intuit (INTU)	0.3	$1.4M	+13%	2.1k	682.78	View chart
Owens Corning (OC)	0.3	$1.4M	+10%	10k	141.46	View chart
Nike CL B (NKE)	0.3	$1.4M	+10%	21k	69.73	View chart
Spdr Ser Tr Russell Yield (ONEY)	0.3	$1.4M	+21%	13k	113.16	View chart
Invesco Exch Trd Slf Idx Invesco Bulletsh (BSSX)	0.3	$1.4M	+76%	56k	25.55	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.3	$1.4M		26k	55.71	View chart
Verizon Communications (VZ)	0.3	$1.4M	+8%	32k	43.95	View chart
Air Products & Chemicals (APD)	0.3	$1.4M	+10%	5.1k	272.73	View chart
Amazon (AMZN)	0.3	$1.4M	+5%	6.4k	219.57	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.3	$1.4M	+4%	28k	49.31	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$1.4M		2.1k	666.28	View chart
Zoetis Cl A (ZTS)	0.3	$1.4M	+17%	9.4k	146.32	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$1.3M	-5%	49k	27.30	View chart
Target Corporation (TGT)	0.3	$1.3M	+9%	15k	89.70	View chart
Comcast Corp Cl A (CMCSA)	0.3	$1.3M	+9%	40k	31.42	View chart
Coca-Cola Company (KO)	0.3	$1.2M	+11%	19k	66.32	View chart
Wec Energy Group (WEC)	0.3	$1.1M	+10%	9.9k	114.59	View chart
FedEx Corporation (FDX)	0.2	$1.1M	NEW	4.8k	235.81	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.2	$1.1M	-7%	30k	36.55	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$1.1M	+6%	4.5k	243.11	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.2	$1.1M	-2%	5.1k	209.35	View chart
ConocoPhillips (COP)	0.2	$1.1M	-18%	11k	94.59	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAR)	0.2	$994k		24k	40.77	View chart
UnitedHealth (UNH)	0.2	$983k	-9%	2.8k	345.24	View chart
Meta Platforms Cl A (META)	0.2	$953k	+8%	1.3k	734.53	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.2	$918k	-4%	7.6k	120.50	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$883k		1.5k	600.37	View chart
Wisdomtree Tr Us S Cap Qty Div (DGRS)	0.2	$860k	-8%	17k	49.98	View chart
Wal-Mart Stores (WMT)	0.2	$850k	-2%	8.2k	103.06	View chart
Cummins (CMI)	0.2	$796k	-11%	1.9k	422.37	View chart
Ishares Tr Ibonds Dec 2033 (IBDY)	0.2	$788k	+144%	30k	26.23	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$743k		3.1k	243.59	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DSEP)	0.2	$732k	NEW	17k	44.20	View chart
Palantir Technologies Cl A (PLTR)	0.1	$676k	+37%	3.7k	182.42	View chart
American Express Company (AXP)	0.1	$665k		2.0k	332.16	View chart
Williams Companies (WMB)	0.1	$559k	-5%	8.8k	63.35	View chart
Visa Com Cl A (V)	0.1	$547k		1.6k	341.34	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$546k		2.6k	208.70	View chart
Vanguard Scottsdale Fds Vng Rus3000idx (VTHR)	0.1	$536k		1.8k	294.32	View chart
Cisco Systems (CSCO)	0.1	$524k		7.7k	68.42	View chart
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY)	0.1	$505k		24k	21.07	View chart
Cheniere Energy Com New (LNG)	0.1	$486k		2.1k	235.00	View chart
Stellar Bancorp Ord (STEL)	0.1	$485k		16k	30.34	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$485k	+7%	965.00	502.74	View chart
Oracle Corporation (ORCL)	0.1	$473k	+21%	1.7k	281.25	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.1	$454k	-16%	9.8k	46.32	View chart
EOG Resources (EOG)	0.1	$449k	+57%	4.0k	112.11	View chart
Abbott Laboratories (ABT)	0.1	$435k	+10%	3.2k	133.94	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DDEC)	0.1	$427k	-72%	9.8k	43.77	View chart
Invesco Exch Trd Slf Idx Bulletshare 2034 (BSMY)	0.1	$426k		18k	24.33	View chart
Valero Energy Corporation (VLO)	0.1	$421k		2.5k	170.26	View chart
Pepsi (PEP)	0.1	$414k		3.0k	140.44	View chart
Wisdomtree Tr Us Smallcap Fund (EES)	0.1	$398k	-11%	7.1k	55.87	View chart
Costco Wholesale Corporation (COST)	0.1	$395k	-13%	427.00	925.63	View chart
First Tr Exchng Traded Fd Vi Vest Us Eqty Max (MAYM)	0.1	$375k		12k	31.80	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$374k		15k	25.71	View chart
Vistra Energy (VST)	0.1	$358k	+31%	1.8k	195.92	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$357k		744.00	479.73	View chart
J P Morgan Exchange Traded F Div Rtn Em Eqt (JPEM)	0.1	$339k	-62%	5.7k	59.00	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$326k		696.00	468.41	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.1	$322k		5.6k	57.19	View chart
Axon Enterprise (AXON)	0.1	$318k	+29%	443.00	717.64	View chart
Everus Constr Group (ECG)	0.1	$304k		3.5k	85.75	View chart
Stryker Corporation (SYK)	0.1	$298k	-22%	806.00	369.67	View chart
Netflix (NFLX)	0.1	$296k	+4%	247.00	1198.92	View chart
Advanced Micro Devices (AMD)	0.1	$287k	NEW	1.8k	161.79	View chart
Knife River Corp Common Stock (KNF)	0.1	$272k		3.5k	76.87	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$265k	+2%	940.00	281.86	View chart
Morgan Stanley Com New (MS)	0.1	$263k	-4%	1.7k	158.96	View chart
Mastercard Incorporated Cl A (MA)	0.1	$259k	-3%	455.00	568.60	View chart
MDU Resources (MDU)	0.1	$253k		14k	17.81	View chart
Procter & Gamble Company (PG)	0.1	$252k	-3%	1.6k	153.65	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$246k	-4%	1.1k	215.79	View chart
Applied Materials (AMAT)	0.1	$233k	NEW	1.1k	204.73	View chart
Tractor Supply Company (TSCO)	0.1	$231k	-3%	4.1k	56.87	View chart
Spinnaker Etf Series Select Stoxx Eur (EUAD)	0.1	$229k	NEW	4.9k	46.97	View chart
Fidelity National Information Services (FIS)	0.0	$220k	-10%	3.3k	65.94	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.0	$217k	NEW	904.00	239.64	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$213k		2.9k	73.46	View chart
Eli Lilly & Co. (LLY)	0.0	$211k	-6%	276.00	763.00	View chart
American Tower Reit (AMT)	0.0	$207k	-13%	1.1k	192.32	View chart
Nuveen Municipal Credit Com Sh Ben Int (NZF)	0.0	$138k	NEW	11k	12.56	View chart
Fs Credit Opportunities Corp Common Stock (FSCO)	0.0	$127k		18k	6.91	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 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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