Precedent Wealth Partners

Precedent Wealth Partners as of March 31, 2026

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