Precedent Wealth Partners

Precedent Wealth Partners as of Dec. 31, 2025

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