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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, DECM, VOO, IVV, and represent 20.51% of Precedent Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: DECM (+$8.0M), BUFH (+$6.7M), VEA, FIS, IGV, DXJ, AIRR, SDVY, VYMI, XMHQ.
Started 7 new stock positions in IQLT, T, IGV, VCSH, RDVY, SHOP, AFL.
Reduced shares in these 10 stocks: DMAY (-$5.2M), MARM, FEBM, JANM, DJAN, DFEB, TXN, VTV, TDVI, XLG.
Sold out of its positions in LNG, TDVI, DMAR, DMAY, FEBM, MARM, IEFA, PAA, XLV, XLY. EUAD, TXN.
Precedent Wealth Partners was a net buyer of stock by $19M.
Precedent Wealth Partners has $500M in assets under management (AUM), dropping by 4.78%.
Central Index Key (CIK): 0002008666

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Portfolio Holdings for Precedent Wealth Partners

Precedent Wealth Partners holds 166 positions in its portfolio as reported in the March 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)	6.5	$33M	+11%	507k	64.08	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	5.2	$26M		81k	320.81	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Equit (DECM)	3.5	$18M	+81%	542k	32.67	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.6	$13M	+5%	22k	597.57	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.6	$13M	+7%	20k	653.24	View chart
Wisdomtree Tr Us Midcap Divid (DON)	2.4	$12M	-8%	231k	52.54	View chart
Ishares Tr Msci Eafe Etf (EFA)	2.4	$12M		123k	97.13	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	2.3	$12M	+13%	293k	39.43	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	2.2	$11M	+13%	109k	103.37	View chart
Wisdomtree Tr Japn Hedge Eqt (DXJ)	2.2	$11M	+22%	70k	158.58	View chart
First Tr Exchange-traded Rba Indl Etf (AIRR)	2.2	$11M	+18%	99k	110.78	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	1.9	$9.6M	-12%	175k	54.55	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	1.9	$9.3M	-11%	64k	145.94	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.7	$8.5M		126k	67.53	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	1.7	$8.4M	+19%	90k	94.24	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFH)	1.4	$7.0M	+2390%	336k	20.82	View chart
Lam Research Corp Com New (LRCX)	1.4	$6.8M		32k	213.66	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	1.2	$6.1M	+2%	32k	191.92	View chart
Apple (AAPL)	1.2	$6.0M		24k	253.79	View chart
Wisdomtree Tr Us High Dividend (DHS)	1.2	$6.0M	-7%	55k	109.22	View chart
Exxon Mobil Corporation (XOM)	1.2	$5.9M	-2%	35k	169.66	View chart
Broadcom (AVGO)	1.2	$5.9M		19k	309.51	View chart
Ishares Tr National Mun Etf (MUB)	1.2	$5.8M	+10%	54k	106.15	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	1.1	$5.3M	+18%	18k	295.13	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us (DJAN)	1.1	$5.3M	-31%	124k	42.53	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)	1.0	$4.8M	+9%	100k	47.53	View chart
Invesco Exch Trd Slf Idx Bulletshs 31 Mun (BSMV)	0.8	$4.2M	+6%	202k	20.88	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Muni (BSMR)	0.8	$4.1M	+8%	172k	23.65	View chart
Invesco Exch Trd Slf Idx Invsc 30 Muni Bd (BSMU)	0.8	$4.1M	+6%	186k	21.81	View chart
Invesco Exch Trd Slf Idx Bulletshs 32 Mun (BSMW)	0.8	$4.0M	+7%	161k	24.85	View chart
Invesco Exch Trd Slf Idx Bulshs 2028 Muni (BSMS)	0.8	$3.9M	+6%	168k	23.40	View chart
Microsoft Corporation (MSFT)	0.8	$3.9M	+2%	11k	370.17	View chart
Invesco Exch Trd Slf Idx Bulshs 2029 Muni (BSMT)	0.8	$3.8M	+8%	166k	23.02	View chart
JPMorgan Chase & Co. (JPM)	0.8	$3.8M		13k	294.17	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)	0.7	$3.7M	+37%	134k	28.00	View chart
Invesco Exch Trd Slf Idx Invesco Bulletsh (BSSX)	0.7	$3.7M	+7%	145k	25.42	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.7	$3.6M		5.9k	616.76	View chart
Ishares Tr Ibonds Dec 2031 (IBDW)	0.7	$3.6M	+4%	170k	20.93	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	0.7	$3.6M	+4%	162k	21.89	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	0.7	$3.5M	+4%	152k	23.26	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.7	$3.5M	+4%	140k	25.33	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.7	$3.5M	+4%	146k	24.24	View chart
Ishares Tr Ibonds Dec 2032 (IBDX)	0.7	$3.5M	+2%	138k	25.27	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.7	$3.5M	+2%	143k	24.24	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.7	$3.4M	-3%	9.6k	356.56	View chart
Williams-Sonoma (WSM)	0.7	$3.3M	+2%	18k	182.33	View chart
Ishares Tr Ibonds Dec 2033 (IBDY)	0.7	$3.3M	+5%	129k	25.85	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.6	$3.2M	+9%	126k	25.62	View chart
Chevron Corporation (CVX)	0.6	$3.2M	-19%	16k	206.91	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DNOV)	0.6	$3.2M		67k	47.91	View chart
Caterpillar (CAT)	0.6	$3.2M		4.5k	708.49	View chart
Johnson & Johnson (JNJ)	0.6	$3.1M	+5%	13k	244.45	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Muni (BSMQ)	0.6	$3.0M	+2%	125k	23.62	View chart
Kinder Morgan (KMI)	0.6	$2.9M	+2%	87k	33.53	View chart
Amgen (AMGN)	0.6	$2.9M	+2%	8.1k	351.87	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.6	$2.8M		13k	213.67	View chart
Merck & Co (MRK)	0.5	$2.7M	+3%	23k	120.29	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.5	$2.7M		18k	148.11	View chart
Abbvie (ABBV)	0.5	$2.7M		12k	217.50	View chart
McDonald's Corporation (MCD)	0.5	$2.6M	+4%	8.4k	310.80	View chart
Lockheed Martin Corporation (LMT)	0.5	$2.6M	+2%	4.3k	604.48	View chart
Bank of America Corporation (BAC)	0.5	$2.5M	+2%	51k	48.75	View chart
Fidelity National Information Services (FIS)	0.5	$2.4M	+1507%	52k	46.91	View chart
Altria (MO)	0.5	$2.4M	+5%	36k	65.99	View chart
Invesco Exchange Traded Fd T S&p500 Eql Dis (RSPD)	0.5	$2.4M	+50%	45k	53.53	View chart
Kroger (KR)	0.5	$2.4M	+4%	33k	72.36	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.5	$2.3M	+4%	47k	49.89	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.5	$2.3M	+40%	42k	55.24	View chart
Duke Energy Corp Com New (DUK)	0.4	$2.2M	+4%	17k	130.94	View chart
Ishares Tr Expanded Tech (IGV)	0.4	$2.2M	NEW	28k	80.05	View chart
Blackrock (BLK)	0.4	$2.2M	+3%	2.3k	961.90	View chart
Verizon Communications (VZ)	0.4	$2.1M	+37%	43k	50.20	View chart
Target Corporation (TGT)	0.4	$2.1M	+23%	17k	121.20	View chart
FedEx Corporation (FDX)	0.4	$2.1M	+5%	5.8k	356.18	View chart
Hershey Company (HSY)	0.4	$2.0M	+5%	9.7k	207.91	View chart
MetLife (MET)	0.4	$2.0M	+6%	28k	70.72	View chart
Dollar General (DG)	0.4	$2.0M	+4%	17k	118.73	View chart
PNC Financial Services (PNC)	0.4	$1.9M	+3%	9.3k	208.10	View chart
Air Products & Chemicals (APD)	0.4	$1.9M	+24%	6.6k	290.53	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us (DFEB)	0.4	$1.9M	-55%	40k	47.37	View chart
Home Depot (HD)	0.4	$1.9M	+9%	5.7k	328.89	View chart
Qualcomm (QCOM)	0.4	$1.9M	+5%	15k	128.79	View chart
Illinois Tool Works (ITW)	0.4	$1.8M	+7%	7.1k	260.30	View chart
A. O. Smith Corporation (AOS)	0.4	$1.8M	+4%	28k	65.94	View chart
Coca-Cola Company (KO)	0.4	$1.8M	+9%	24k	76.05	View chart
NVIDIA Corporation (NVDA)	0.4	$1.8M	-3%	10k	174.41	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.3	$1.7M	+4%	52k	33.77	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.3	$1.7M	+25%	34k	48.71	View chart
Comcast Corp Cl A (CMCSA)	0.3	$1.6M	+39%	57k	28.71	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DDEC)	0.3	$1.6M	+277%	37k	44.28	View chart
Automatic Data Processing (ADP)	0.3	$1.6M	+7%	8.0k	203.19	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.3	$1.6M	+20%	8.2k	198.30	View chart
Ishares Tr Select Divid Etf (DVY)	0.3	$1.6M	-8%	10k	151.42	View chart
Spdr Ser Tr Russell Yield (ONEY)	0.3	$1.5M		13k	120.05	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$1.5M		49k	30.68	View chart
Wec Energy Group (WEC)	0.3	$1.5M	+11%	13k	115.78	View chart
Owens Corning (OC)	0.3	$1.5M	+30%	14k	108.22	View chart
Zoetis Cl A (ZTS)	0.3	$1.5M	+26%	12k	118.22	View chart
Nike CL B (NKE)	0.3	$1.4M	+31%	26k	52.82	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$1.3M		2.0k	650.44	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$1.3M		4.5k	287.57	View chart
Amazon (AMZN)	0.3	$1.3M		6.1k	208.27	View chart
Intuit (INTU)	0.2	$1.2M	+21%	2.9k	432.52	View chart
EOG Resources (EOG)	0.2	$1.2M	+26%	8.5k	144.57	View chart
UnitedHealth (UNH)	0.2	$1.2M	+21%	4.5k	270.62	View chart
ConocoPhillips (COP)	0.2	$1.1M	-6%	8.5k	132.01	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.2	$1.1M	NEW	16k	68.28	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.2	$1.1M		5.2k	205.81	View chart
Cummins (CMI)	0.2	$1.0M	+2%	1.9k	538.02	View chart
Wal-Mart Stores (WMT)	0.2	$1.0M	-3%	8.1k	124.29	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$874k		3.0k	286.90	View chart
Wisdomtree Tr Us S Cap Qty Div (DGRS)	0.2	$859k		16k	52.96	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.2	$801k	-13%	19k	42.56	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$744k	-69%	3.8k	196.22	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$735k		1.3k	577.18	View chart
Meta Platforms Cl A (META)	0.1	$719k	-8%	1.3k	572.25	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DSEP)	0.1	$651k	-10%	15k	43.96	View chart
T Rowe Price Etf Price Blue Chip (TCHP)	0.1	$636k	+242%	14k	44.18	View chart
American Express Company (AXP)	0.1	$615k		2.0k	302.48	View chart
Cisco Systems (CSCO)	0.1	$607k		7.8k	77.59	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.1	$600k	NEW	5.1k	118.62	View chart
Stellar Bancorp Ord (STEL)	0.1	$562k		15k	36.61	View chart
Williams Companies (WMB)	0.1	$530k	-7%	7.3k	72.78	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$526k	-2%	2.4k	217.33	View chart
Palantir Technologies Cl A (PLTR)	0.1	$525k	-4%	3.6k	146.28	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.1	$515k	-9%	4.7k	109.69	View chart
Invesco Exch Trd Slf Idx Bulletshare 2034 (BSMY)	0.1	$501k		21k	24.26	View chart
Valero Energy Corporation (VLO)	0.1	$494k	-19%	2.0k	247.08	View chart
Vanguard Scottsdale Fds Vng Rus3000idx (VTHR)	0.1	$471k	-9%	1.6k	287.57	View chart
Visa Com Cl A (V)	0.1	$468k	-4%	1.5k	302.40	View chart
Pepsi (PEP)	0.1	$463k		3.0k	155.29	View chart
Costco Wholesale Corporation (COST)	0.1	$451k		453.00	996.43	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$444k		926.00	479.20	View chart
AFLAC Incorporated (AFL)	0.1	$426k	NEW	3.9k	109.71	View chart
Everus Constr Group (ECG)	0.1	$418k		3.5k	118.06	View chart
Applied Materials (AMAT)	0.1	$415k	+7%	1.2k	341.82	View chart
Wisdomtree Tr Us Smallcap Fund (EES)	0.1	$392k	+5%	6.7k	58.06	View chart
Advanced Micro Devices (AMD)	0.1	$376k		1.8k	203.43	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$365k		15k	25.10	View chart
At&t (T)	0.1	$365k	NEW	13k	28.99	View chart
Abbott Laboratories (ABT)	0.1	$360k	+7%	3.5k	102.67	View chart
First Tr Exchng Traded Fd Vi Vest Us Eqty Max (MAYM)	0.1	$352k	-7%	11k	32.28	View chart
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY)	0.1	$326k	-30%	15k	21.42	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.1	$325k	-2%	5.5k	59.22	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.1	$325k	-17%	6.7k	48.32	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$298k		699.00	426.40	View chart
Eli Lilly & Co. (LLY)	0.1	$295k	-3%	321.00	919.77	View chart
J P Morgan Exchange Traded F Div Rtn Em Eqt (JPEM)	0.1	$295k	-14%	4.7k	62.13	View chart
MDU Resources (MDU)	0.1	$294k		14k	20.72	View chart
Knife River Corp Common Stock (KNF)	0.1	$289k		3.5k	81.65	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$287k	-11%	656.00	437.01	View chart
Morgan Stanley Com New (MS)	0.1	$286k		1.7k	164.57	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Equit (JANM)	0.1	$278k	-89%	8.5k	32.81	View chart
Stryker Corporation (SYK)	0.1	$261k		793.00	328.59	View chart
Netflix (NFLX)	0.1	$256k	-9%	2.7k	96.15	View chart
Vistra Energy (VST)	0.0	$247k	-11%	1.6k	150.33	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$246k		1.1k	215.06	View chart
Select Sector Spdr Tr Technology (XLK)	0.0	$245k	-4%	1.8k	132.90	View chart
Mastercard Incorporated Cl A (MA)	0.0	$241k		482.00	500.53	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$237k		551.00	430.29	View chart
Procter & Gamble Company (PG)	0.0	$228k		1.6k	144.44	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.0	$226k	NEW	4.9k	46.23	View chart
Oracle Corporation (ORCL)	0.0	$218k	+2%	1.5k	147.21	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$214k		2.8k	77.11	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.0	$210k	NEW	2.6k	79.29	View chart
Nuveen Municipal Credit Com Sh Ben Int (NZF)	0.0	$133k		11k	12.18	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 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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