Precedent Wealth Partners

Precedent Wealth Partners as of June 30, 2026

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