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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, AIRR, IVV, and represent 20.08% of Precedent Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: FFSM (+$8.3M), Exxon Mobil Corp, VEA, VOO, ABT, BUFD, DRI, SDVY, AIRR, VONE.
Started 52 new stock positions in DAPR, ARCC, DGX, OKE, PFE, NLY, TMUS, SPIB, PANW, ANET.
Reduced shares in these 10 stocks: XMHQ (-$6.3M), , DECM, AMGN, HSY, , NKE, TCHP, , DON.
Sold out of its positions in T, CMCSA, ECG, XOM, HSY, IQLT, KNF, MDU, NKE, NZF. VLO.
Precedent Wealth Partners was a net buyer of stock by $57M.
Precedent Wealth Partners has $601M in assets under management (AUM), dropping by 20.37%.
Central Index Key (CIK): 0002008666

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Portfolio Holdings for Precedent Wealth Partners

Precedent Wealth Partners holds 207 positions in its portfolio as reported in the June 2026 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)	6.8	$41M	+13%	574k	71.25	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	5.1	$31M		83k	370.04	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	3.3	$20M	+30%	29k	686.80	View chart
First Tr Exchange-traded Rba Indl Etf (AIRR)	2.5	$15M	+12%	111k	133.25	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.5	$15M		20k	748.90	View chart
Lam Research Corp Com New (LRCX)	2.5	$15M	+7%	34k	433.33	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	2.4	$14M	+13%	334k	43.14	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Equit (DECM)	2.3	$14M	-25%	404k	33.71	View chart
Wisdomtree Tr Japn Hedge Eqt (DXJ)	2.2	$13M	+8%	76k	173.52	View chart
Ishares Tr Msci Eafe Etf (EFA)	2.2	$13M	+2%	126k	103.88	View chart
Wisdomtree Tr Us Midcap Divid (DON)	2.1	$13M	-3%	223k	56.52	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	1.8	$11M		173k	61.23	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	1.6	$9.6M		63k	152.18	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.6	$9.5M	-2%	123k	77.11	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	1.5	$9.2M	+4%	94k	98.20	View chart
Fidelity Covington Trust Fun Sma Mid Etf (FFSM)	1.4	$8.3M	NEW	217k	38.21	View chart
Broadcom (AVGO)	1.4	$8.2M	+14%	22k	377.74	View chart
Apple (AAPL)	1.3	$7.8M	+12%	27k	289.37	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	1.2	$7.4M	+20%	22k	338.72	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFH)	1.2	$6.9M	-3%	323k	21.41	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	1.1	$6.6M		31k	212.77	View chart
Wisdomtree Tr Us High Dividend (DHS)	1.0	$6.3M		55k	113.68	View chart
Ishares Tr National Mun Etf (MUB)	1.0	$6.0M	+3%	56k	107.62	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	1.0	$5.9M	-51%	53k	112.88	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)	1.0	$5.9M	+48%	199k	29.72	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us (DJAN)	0.9	$5.6M		122k	45.52	View chart
Caterpillar (CAT)	0.9	$5.2M	+9%	4.9k	1064.89	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)	0.9	$5.2M	-4%	96k	54.03	View chart
Microsoft Corporation (MSFT)	0.8	$4.9M	+25%	13k	373.03	View chart
JPMorgan Chase & Co. (JPM)	0.8	$4.9M	+15%	15k	327.33	View chart
Exxon Mobil Corp	0.8	$4.8M	NEW	35k	136.72	View chart
Williams-Sonoma (WSM)	0.8	$4.7M	+11%	20k	233.09	View chart
Invesco Exch Trd Slf Idx Bulletshs 31 Mun (BSMV)	0.8	$4.5M	+6%	216k	20.98	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Muni (BSMR)	0.7	$4.5M	+10%	190k	23.64	View chart
Invesco Exch Trd Slf Idx Invsc 30 Muni Bd (BSMU)	0.7	$4.4M	+7%	200k	21.92	View chart
Invesco Exch Trd Slf Idx Bulletshs 32 Mun (BSMW)	0.7	$4.4M	+7%	173k	25.14	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	0.7	$4.2M	+20%	184k	23.16	View chart
Ishares Tr Ibonds Dec 2032 (IBDX)	0.7	$4.2M	+22%	169k	25.19	View chart
Ishares Tr Ibonds Dec 2031 (IBDW)	0.7	$4.2M	+19%	204k	20.84	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	0.7	$4.2M	+19%	194k	21.80	View chart
Invesco Exch Trd Slf Idx Bulshs 2028 Muni (BSMS)	0.7	$4.2M	+7%	180k	23.44	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.7	$4.1M		5.9k	703.34	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.7	$4.1M	+16%	164k	25.25	View chart
Invesco Exch Trd Slf Idx Bulshs 2029 Muni (BSMT)	0.7	$4.1M	+7%	179k	23.03	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.7	$4.1M	+16%	169k	24.22	View chart
Abbvie (ABBV)	0.7	$4.1M	+32%	16k	251.64	View chart
Invesco Exch Trd Slf Idx Invesco Bulletsh (BSSX)	0.7	$4.0M	+7%	156k	25.80	View chart
Ishares Tr Ibonds Dec 2033 (IBDY)	0.6	$3.9M	+17%	151k	25.75	View chart
Johnson & Johnson (JNJ)	0.6	$3.9M	+18%	15k	253.97	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.6	$3.9M		9.4k	409.49	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.6	$3.7M	+16%	15k	242.43	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.6	$3.7M	+14%	145k	25.52	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.6	$3.6M	+3%	148k	24.23	View chart
Kinder Morgan (KMI)	0.6	$3.3M	+20%	104k	31.97	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DNOV)	0.5	$3.3M	-3%	64k	51.35	View chart
Qualcomm (QCOM)	0.5	$3.1M	+15%	17k	184.79	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Muni (BSMQ)	0.5	$3.0M		128k	23.55	View chart
Merck & Co (MRK)	0.5	$3.0M	+2%	23k	128.50	View chart
Bank of America Corporation (BAC)	0.5	$3.0M	+2%	52k	56.98	View chart
Chevron Corporation (CVX)	0.5	$3.0M	+15%	18k	165.76	View chart
Ishares Tr Expanded Tech (IGV)	0.5	$2.9M	+16%	32k	90.60	View chart
Altria (MO)	0.5	$2.8M	+8%	39k	71.95	View chart
McDonald's Corporation (MCD)	0.5	$2.8M	+20%	10k	270.32	View chart
Abbott Laboratories (ABT)	0.5	$2.7M	+760%	30k	90.74	View chart
Duke Energy Corp Com New (DUK)	0.4	$2.7M	+26%	21k	126.58	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.4	$2.7M	-7%	17k	158.03	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.4	$2.7M	+6%	44k	60.29	View chart
MetLife (MET)	0.4	$2.6M	+10%	31k	84.61	View chart
NVIDIA Corporation (NVDA)	0.4	$2.6M	+25%	13k	200.08	View chart
Target Corporation (TGT)	0.4	$2.6M	+14%	20k	130.61	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.4	$2.5M	+6%	50k	50.58	View chart
Invesco Exchange Traded Fd T S&p500 Eql Dis (RSPD)	0.4	$2.5M		45k	56.00	View chart
Coca-Cola Company (KO)	0.4	$2.4M	+28%	30k	81.27	View chart
Lockheed Martin Corporation (LMT)	0.4	$2.4M	+9%	4.8k	509.45	View chart
PNC Financial Services (PNC)	0.4	$2.4M	+5%	9.8k	246.23	View chart
Blackrock (BLK)	0.4	$2.4M	+9%	2.5k	961.37	View chart
Owens Corning (OC)	0.4	$2.4M	+7%	15k	158.97	View chart
Verizon Communications (VZ)	0.4	$2.3M	+26%	54k	42.34	View chart
Home Depot (HD)	0.4	$2.3M	+12%	6.5k	352.70	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.4	$2.2M	+72%	27k	81.06	View chart
Illinois Tool Works (ITW)	0.4	$2.2M	+13%	8.0k	270.46	View chart
UnitedHealth (UNH)	0.4	$2.1M	+13%	5.1k	415.62	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.3	$2.1M	+64%	8.5k	246.22	View chart
Dollar General (DG)	0.3	$2.1M	+10%	18k	115.11	View chart
Air Products & Chemicals (APD)	0.3	$2.1M	+7%	7.1k	293.19	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us (DFEB)	0.3	$2.1M		41k	50.49	View chart
Fidelity National Information Services (FIS)	0.3	$2.0M		52k	38.88	View chart
FedEx Corporation (FDX)	0.3	$2.0M	+9%	6.3k	313.13	View chart
Amazon (AMZN)	0.3	$1.9M	+33%	8.1k	238.35	View chart
Automatic Data Processing (ADP)	0.3	$1.9M	+7%	8.6k	223.96	View chart
Kroger (KR)	0.3	$1.9M	+3%	34k	55.53	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$1.9M	+21%	59k	31.71	View chart
A. O. Smith Corporation (AOS)	0.3	$1.9M	+7%	30k	62.72	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.3	$1.8M	-3%	50k	36.53	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.3	$1.8M	+5%	36k	50.50	View chart
Darden Restaurants (DRI)	0.3	$1.8M	NEW	8.7k	206.01	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DDEC)	0.3	$1.7M		37k	47.38	View chart
Cisco Systems (CSCO)	0.3	$1.7M	+90%	15k	117.46	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$1.7M	+7%	4.8k	357.40	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$1.7M	+59%	4.9k	353.29	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$1.7M	+11%	2.3k	746.87	View chart
Wec Energy Group (WEC)	0.3	$1.7M	+10%	14k	116.77	View chart
Ishares Tr Select Divid Etf (DVY)	0.3	$1.6M		10k	156.31	View chart
Cummins (CMI)	0.2	$1.5M	+6%	2.0k	713.21	View chart
Spdr Ser Tr Russell Yield (ONEY)	0.2	$1.4M	-14%	11k	128.10	View chart
Domino's Pizza (DPZ)	0.2	$1.2M	NEW	4.0k	296.07	View chart
Advanced Micro Devices (AMD)	0.2	$1.2M	+10%	2.0k	580.91	View chart
EOG Resources (EOG)	0.2	$1.2M	+6%	9.1k	129.73	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$1.1M	+37%	5.2k	217.92	View chart
Zoetis Cl A (ZTS)	0.2	$1.1M	+26%	16k	71.86	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$1.0M	+1088%	8.3k	124.17	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.2	$1.0M		8.3k	124.44	View chart
Metropcs Communications (TMUS)	0.2	$1.0M	NEW	6.1k	167.73	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$938k		1.3k	736.40	View chart
Applied Materials (AMAT)	0.2	$931k	+6%	1.3k	723.00	View chart
Wisdomtree Tr Us S Cap Qty Div (DGRS)	0.2	$931k	-3%	16k	59.35	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$917k	+97%	1.8k	500.39	View chart
Wal-Mart Stores (WMT)	0.1	$892k	-2%	7.9k	113.25	View chart
Philip Morris International (PM)	0.1	$874k	NEW	4.8k	180.93	View chart
ConocoPhillips (COP)	0.1	$873k		8.4k	103.96	View chart
Invesco Exch Trd Slf Idx Bulletshare 2034 (BSMY)	0.1	$842k	+65%	34k	24.65	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.1	$797k	+2%	19k	41.43	View chart
Citigroup Com New (C)	0.1	$759k	NEW	5.4k	139.97	View chart
Intuit (INTU)	0.1	$746k		2.9k	261.00	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DSEP)	0.1	$703k		15k	47.44	View chart
American Express Company (AXP)	0.1	$696k		2.1k	338.25	View chart
Williams Companies (WMB)	0.1	$663k	+22%	8.9k	74.34	View chart
Meta Platforms Cl A (META)	0.1	$656k	-7%	1.2k	563.45	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$649k	+1047%	7.5k	86.14	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$648k	NEW	1.4k	477.71	View chart
Amgen (AMGN)	0.1	$647k	-78%	1.8k	362.07	View chart
International Business Machines (IBM)	0.1	$638k	NEW	2.3k	281.25	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$592k		2.4k	242.98	View chart
Palo Alto Networks (PANW)	0.1	$590k	NEW	1.7k	341.02	View chart
Visa Com Cl A (V)	0.1	$585k	+10%	1.7k	343.19	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$576k	+64%	3.0k	190.52	View chart
Ishares Tr Ibonds Dec 2034 (IBDZ)	0.1	$566k	NEW	22k	26.05	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.1	$556k	-3%	4.9k	114.18	View chart
Raytheon Technologies Corp (RTX)	0.1	$546k	NEW	2.9k	189.71	View chart
Vanguard Scottsdale Fds Vng Rus3000idx (VTHR)	0.1	$545k		1.6k	331.43	View chart
Micron Technology (MU)	0.1	$541k	NEW	469.00	1154.29	View chart
Stellar Bancorp Ord	0.1	$539k	-10%	14k	39.32	View chart
TJX Companies (TJX)	0.1	$531k	NEW	3.5k	151.49	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.1	$530k	-11%	4.1k	127.81	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$523k	NEW	4.4k	119.52	View chart
First Tr Exchng Traded Fd Vi Vest Us Eqty Max (MAYM)	0.1	$520k	+45%	16k	32.91	View chart
Costco Wholesale Corporation (COST)	0.1	$471k	+11%	503.00	935.47	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$460k	+9%	16k	28.96	View chart
Morgan Stanley Com New (MS)	0.1	$456k	+25%	2.2k	209.04	View chart
Wisdomtree Tr Us Smallcap Fund (EES)	0.1	$456k		6.7k	67.79	View chart
Eli Lilly & Co. (LLY)	0.1	$452k	+17%	377.00	1199.43	View chart
Wp Carey (WPC)	0.1	$451k	NEW	6.3k	71.51	View chart
Pepsi (PEP)	0.1	$447k	+10%	3.3k	135.40	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$443k	NEW	3.8k	117.66	View chart
Texas Instruments Incorporated (TXN)	0.1	$442k	NEW	1.5k	298.10	View chart
Procter & Gamble Company (PG)	0.1	$435k	+87%	3.0k	146.66	View chart
Casey's General Stores (CASY)	0.1	$426k	NEW	536.00	795.05	View chart
Ares Capital Corporation (ARCC)	0.1	$423k	NEW	23k	18.53	View chart
Plains Gp Hldgs Ltd Partnr Int A (PAGP)	0.1	$409k	NEW	17k	24.27	View chart
Boeing Dep Conv Pfd A (BA.PA)	0.1	$385k	NEW	5.7k	67.30	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.1	$382k	NEW	396.00	965.00	View chart
Quest Diagnostics Incorporated (DGX)	0.1	$370k	NEW	1.7k	211.91	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.1	$368k		5.4k	67.56	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.1	$365k	-5%	6.3k	57.67	View chart
Bristol Myers Squibb (BMY)	0.1	$343k	NEW	6.0k	57.62	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.1	$333k	NEW	6.2k	53.61	View chart
Bloom Energy Corp Com Cl A (BE)	0.1	$331k	NEW	1.1k	302.56	View chart
Spdr Series Trust St Inter Bd Etf (SPIB)	0.1	$330k	NEW	9.9k	33.46	View chart
Oneok (OKE)	0.1	$330k	NEW	3.8k	86.93	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Equty (FEBM)	0.1	$324k	NEW	10k	31.22	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.1	$320k	NEW	1.1k	303.09	View chart
Mastercard Incorporated Cl A (MA)	0.1	$313k	+26%	610.00	513.46	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$297k	NEW	8.8k	33.84	View chart
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY)	0.0	$295k	-16%	13k	23.18	View chart
Trane Technologies SHS (TT)	0.0	$293k	NEW	596.00	491.14	View chart
Palantir Technologies Cl A (PLTR)	0.0	$292k	-30%	2.5k	116.66	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Equit (JANM)	0.0	$288k		8.5k	33.85	View chart
Vistra Energy (VST)	0.0	$286k	+9%	1.8k	158.63	View chart
Oracle Corporation (ORCL)	0.0	$273k	+26%	1.9k	146.52	View chart
Vertiv Holdings Com Cl A (VRT)	0.0	$273k	NEW	815.00	334.82	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$270k		1.1k	236.62	View chart
Starwood Property Trust (STWD)	0.0	$269k	NEW	16k	16.38	View chart
Pfizer (PFE)	0.0	$265k	NEW	11k	24.08	View chart
AFLAC Incorporated (AFL)	0.0	$265k	-41%	2.3k	117.25	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAPR)	0.0	$261k	NEW	6.4k	40.88	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Equit (OCTM)	0.0	$254k	NEW	7.6k	33.60	View chart
Annaly Capital Management In Com New (NLY)	0.0	$251k	NEW	11k	22.36	View chart
Texas Pacific Land Corp (TPL)	0.0	$250k	NEW	571.00	437.64	View chart
Stryker Corporation (SYK)	0.0	$242k	-3%	769.00	314.84	View chart
Medtronic SHS (MDT)	0.0	$240k	NEW	3.1k	78.22	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$238k		2.8k	85.49	View chart
Brookfield Renewable Corp Cl A Ex Sub Vtg (BEPC)	0.0	$238k	NEW	6.4k	37.12	View chart
Toronto Dominion Bk Ont Com New (TD)	0.0	$235k	NEW	1.9k	121.42	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$234k	NEW	2.8k	82.66	View chart
J P Morgan Exchange Traded F Div Rtn Em Eqt (JPEM)	0.0	$233k	-21%	3.7k	62.78	View chart
Netflix (NFLX)	0.0	$229k	+20%	3.2k	71.40	View chart
M&T Bank Corporation (MTB)	0.0	$229k	NEW	962.00	237.99	View chart
Arista Networks Com Shs (ANET)	0.0	$223k	NEW	1.3k	169.84	View chart
Axon Enterprise (AXON)	0.0	$219k	NEW	390.00	560.61	View chart
Enterprise Products Partners (EPD)	0.0	$217k	NEW	5.9k	36.76	View chart
Select Sector Spdr Tr St Str Discr Etf (XLY)	0.0	$212k	NEW	1.8k	117.28	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.0	$210k	NEW	2.2k	96.32	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.0	$209k		2.7k	79.02	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$209k	+3%	568.00	368.38	View chart
Ge Vernova (GEV)	0.0	$204k	NEW	174.00	1174.86	View chart
First Tr Exchng Traded Fd Vi Vest Us Equity M (MARM)	0.0	$204k	NEW	6.0k	34.13	View chart
T Rowe Price Etf Price Blue Chip (TCHP)	0.0	$204k	-71%	4.1k	50.09	View chart

Past Filings by Precedent Wealth Partners

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

Precedent Wealth Partners 2026 Q2 filed July 21, 2026
Precedent Wealth Partners 2026 Q1 filed April 14, 2026
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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