What does PRECEDENT WEALTH PARTNERS, LLC hold?

PRECEDENT WEALTH PARTNERS, LLC's 13F holdings are disclosed quarterly in Form 13F-HR filings on SEC EDGAR. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/2008666.

What is PRECEDENT WEALTH PARTNERS, LLC's AUM?

PRECEDENT WEALTH PARTNERS, LLC reported approximately $651.0M in 13F-reportable AUM as of 2026-09-30. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities). Separately, the firm reported $685.0M in total regulatory AUM (RAUM) on its most recent Form ADV filing.

Where does 13F Pro source PRECEDENT WEALTH PARTNERS, LLC's holdings?

All PRECEDENT WEALTH PARTNERS, LLC holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 2008666. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is PRECEDENT WEALTH PARTNERS, LLC's 13F data updated on 13F Pro?

PRECEDENT WEALTH PARTNERS, LLC's holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

PRECEDENT WEALTH PARTNERS, LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 2008666

Institutional-grade research for retail investors

Sector Allocation

Other55.2%$359.3M
Financials19.2%$125.0M
Technology10.2%$66.4M
Healthcare3.3%$21.3M
Consumer Discretionary2.7%$17.6M
Energy2.6%$17.3M
Consumer Staples2.5%$16.5M
Industrials2.1%$13.8M
Utilities0.7%$4.8M
Communication Services0.7%$4.7M

AUM History

13fpro.ai/research/fund/precedent-wealth-partners-llc-2008666

Conviction and streaks

Stable · top 10 = 31.3%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

$Conviction hold6.9% weight · held 8 quarters

$Conviction hold5.1% weight · held 8 quarters

$Conviction hold3.8% weight · held 8 quarters

$Conviction hold2.5% weight · held 8 quarters

$Conviction hold2.3% weight · held 8 quarters

$Accumulating+224% shares · 8 quarters running

$Accumulating+962% shares · 8 quarters running

$Accumulating+308% shares · 8 quarters running

$AAPLAccumulating+95% shares · 8 quarters running

$MSFTAccumulating+87% shares · 8 quarters running

$Trimming-78% shares · 7 quarters running

$Trimming-33% shares · 6 quarters running

$COPTrimming-48% shares · 6 quarters running

$Trimming-57% shares · 6 quarters running

$IVZTrimming-21% shares · 4 quarters running

Largest positions — Q3 2026

VANGUARD
$45.0M
VANGUARD
$33.2M
VANGUARD
$24.9M
FIRST
$16.2M
ISHARES
$15.2M
WT
$15.0M
FIRST
$14.0M
ISHARES
$13.9M
FIRST
$13.4M
FIDELITY
$12.8M
WT
$12.2M
LRCX
$11.3M
IVZ
$10.6M
VANGUARD
$10.1M
ISHARES
$10.1M
AAPL
$10.0M
IVZ
$9.4M
SPDR
$9.3M
VANGUARD
$7.7M
AVGO
$7.5M

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/precedent-wealth-partners-llc-2008666

PRECEDENT WEALTH PARTNERS, LLC 13F holdings — Q3 2026

$651.0M portfolio (+8.2% QoQ) · 207 holdings · Q3 2026 13F · top 10 are 31% of the stock portfolio

1
VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT
$45.0M
6.9% of stocks
+11%This quarter—Since filed—Held
AIQuality—Est. buy—
2
VANGUARD INDEX FDS - MRNGSTR TTL STK
$33.2M
5.1% of stocks
+7%This quarter—Since filed—Held
AIQuality—Est. buy—
3
VANGUARD INDEX FDS - S&P 500 ETF SHS
$24.9M
3.8% of stocks
+24%This quarter—Since filed—Held
AIQuality—Est. buy—
4
FIRST TR EXCHANGE TRADED FD - SMID RISNG ETF
$16.2M
2.5% of stocks
+20%This quarter—Since filed—Held
AIQuality—Est. buy—
5
ISHARES TR - CORE S&P500 ETF
$15.2M
2.3% of stocks
+0.1%This quarter—Since filed—Held
AIQuality—Est. buy—
6
WisdomTree, Inc.
$WT
$15.0M
2.3% of stocks
+9%This quarter-3.6%Since filed8+ qtrsHeld
AIQuality61.4#787Est. buyEstimated buy price is Pro: unlock with a free trial
7
FIRST TR EXCHANGE TRADED FD - RBA INDL ETF
$14.0M
2.2% of stocks
+22%This quarter—Since filed—Held
AIQuality—Est. buy—
8
ISHARES TR - MSCI EAFE ETF
$13.9M
2.1% of stocks
+6%This quarter—Since filed—Held
AIQuality—Est. buy—
9
FIRST TR EXCHNG TRADED FD VI - VEST US EQUITY M
$13.4M
2.1% of stocks
+6250%This quarter—Since filed—Held
AIQuality—Est. buy—
10
FIDELITY COVINGTON TRUST - FUN SMA MID ETF
$12.8M
2.0% of stocks
+74%This quarter—Since filed—Held
AIQuality—Est. buy—

#	Company	Value	Weight	This quarter	Since filed	Held	AI quality	Est. buy
1	VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT	$45.0M	6.9%	+11%	—	—	—	—
2	VANGUARD INDEX FDS - MRNGSTR TTL STK	$33.2M	5.1%	+7%	—	—	—	—
3	VANGUARD INDEX FDS - S&P 500 ETF SHS	$24.9M	3.8%	+24%	—	—	—	—
4	FIRST TR EXCHANGE TRADED FD - SMID RISNG ETF	$16.2M	2.5%	+20%	—	—	—	—
5	ISHARES TR - CORE S&P500 ETF	$15.2M	2.3%	+0.1%	—	—	—	—
6	WisdomTree, Inc.$WT	$15.0M	2.3%	+9%	-3.6%	8+ qtrs	61.4#787	Estimated buy price is Pro: unlock with a free trial
7	FIRST TR EXCHANGE TRADED FD - RBA INDL ETF	$14.0M	2.2%	+22%	—	—	—	—
8	ISHARES TR - MSCI EAFE ETF	$13.9M	2.1%	+6%	—	—	—	—
9	FIRST TR EXCHNG TRADED FD VI - VEST US EQUITY M	$13.4M	2.1%	+6250%	—	—	—	—
10	FIDELITY COVINGTON TRUST - FUN SMA MID ETF	$12.8M	2.0%	+74%	—	—	—	—

All holdings — PRECEDENT WEALTH PARTNERS, LLC (Q3 2026)

Sort

207 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

#		Company						Held		Source
11	$WT	WisdomTree, Inc.	Financials	$12.2M	1.9%	225K	+0.9%	8+ qtrs	61.4	13F
12	$LRCX	LAM RESEARCH CORP	Technology	$11.3M	1.7%	35K	+1%	8+ qtrsAdded 2 qtrs in a row	81.7	13F
13	$IVZ	Invesco Ltd.	Financials	$10.6M	1.6%	167K	-4%	8+ qtrsAdded 7 qtrs in a row	—	13F
14	—	VANGUARD WHITEHALL FDS - INTL HIGH ETFetf/fund	—	$10.1M	1.6%	100K	+6%	—	—	13F
15	—	ISHARES TR - CORE S&P MCP ETFetf/fund	—	$10.1M	1.6%	140K	+14%	—	—	13F
16	$AAPL	Apple Inc.	Technology	$10.0M	1.5%	30K	+11%	8+ qtrsAdded 4 qtrs in a row	75.7	13F
17	$IVZ	Invesco Ltd.	Financials	$9.4M	1.4%	45K	+45%	8+ qtrsAdded 7 qtrs in a row	—	13F
18	—	SPDR SERIES TRUST - ST STR SP DIVetf/fund	—	$9.3M	1.4%	64K	+0.6%	—	—	13F
19	—	VANGUARD SCOTTSDALE FDS - VNG RUS1000IDXetf/fund	—	$7.7M	1.2%	22K	+3%	—	—	13F
20	$AVGO	Broadcom Inc.	Technology	$7.5M	1.1%	21K	-2%	8+ qtrs	84.5	13F
21	—	FIRST TR EXCHNG TRADED FD VI - FT LADDE MAX ETFetf/fund	—	$7.3M	1.1%	338K	+5%	—	—	13F
22	$MSFT	MICROSOFT CORP	Technology	$7.3M	1.1%	14K	+8%	8+ qtrsAdded 7 qtrs in a row	AI quality score is Pro: unlock with a free trial	13F
23	—	FIRST TR EXCHNG TRADED FD VI - FT VEST DEEP ETFetf/fund	—	$6.6M	1.0%	217K	+9%	—	—	13F
24	$WT	WisdomTree, Inc.	Financials	$6.4M	1.0%	57K	+4%	8+ qtrs	61.4	13F
25	—	ISHARES TR - NATIONAL MUN ETFetf/fund	—	$6.4M	1.0%	63K	+12%	—	—	13F
26	$XOM.R34088	EXXON MOBIL CORP	Energy	$6.1M	0.9%	38K	+7%
27	—	ISHARES TR - IBONDS DEC 29	—	$5.5M	0.8%	244K	+33%
28	—	ISHARES TR - IBDS DEC28 ETF	—	$5.5M	0.8%	221K	+35%
29	—	ISHARES TR - IBONDS 27 ETF	—	$5.5M	0.8%	229K	+35%
30	—	ISHARES TR - IBONDS DEC 2030	—	$5.5M	0.8%	259K	+33%
31	—	ISHARES TR - IBONDS DEC 2031	—	$5.4M	0.8%	271K	+33%
32	—	ISHARES TR - IBONDS DEC 2032	—	$5.4M	0.8%	223K	+32%
33	—	ISHARES TR - IBONDS DEC 2033	—	$5.2M	0.8%	213K	+41%
34	$IVZ	Invesco Ltd.	Financials	$5.1M	0.8%	93K	-3%
35	$IVZ	Invesco Ltd.	Financials	$5.0M	0.8%	240K	+20%
36	—	J P MORGAN EXCHANGE TRADED F - CORE PLUS BD ETF	—	$5.0M	0.8%	112K	New
37	$IVZ	Invesco Ltd.	Financials	$5.0M	0.8%	214K	+13%
38	$JPM	JPMORGAN CHASE & CO	Financials	$5.0M	0.8%	15K	+0.9%
39	$IVZ	Invesco Ltd.	Financials	$4.8M	0.7%	243K	+13%
40	$IVZ	Invesco Ltd.	Financials	$4.8M	0.7%	209K	+16%
41	$WSM	WILLIAMS SONOMA INC	Consumer Discretionary	$4.8M	0.7%	21K	+3%
42	—	ISHARES TR - IBONDS DEC2026	—	$4.7M	0.7%	195K	+32%
43	$IVZ	Invesco Ltd.	Financials	$4.7M	0.7%	200K	+15%
44	$IVZ	Invesco Ltd.	Financials	$4.6M	0.7%	205K	+15%
45	$IVZ	Invesco Ltd.	Financials	$4.5M	0.7%	186K	+19%
46	$CAT	CATERPILLAR INC	Industrials	$4.2M	0.7%	5,216	+7%
47	$NVDA	NVIDIA CORP	Technology	$4.2M	0.6%	18K	+42%
48	$JNJ	JOHNSON & JOHNSON	Healthcare	$4.1M	0.6%	16K	+2%
49	$ABBV	AbbVie Inc.	Healthcare	$4.0M	0.6%	15K	-5%
50	—	ISHARES TR - RUS 1000 VAL ETF	—	$4.0M	0.6%	16K	+5%
51	—	ISHARES TR - RUS 1000 ETF	—	$3.9M	0.6%	9,289	-2%
52	$MDY	SPDR S&P MIDCAP 400 ETF TRUST	—	$3.9M	0.6%	5,869	-0.2%
53	$MRK	Merck & Co., Inc.	Healthcare	$3.7M	0.6%	26K	+9%
54	—	FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV	—	$3.7M	0.6%	47K	+73%
55	$CVX	CHEVRON CORP	Energy	$3.6M	0.6%	18K	-0.9%
56	—	SCHWAB STRATEGIC TR - US DIVIDEND EQ	—	$3.5M	0.5%	108K	+82%
57	$QCOM	QUALCOMM INC/DE	Technology	$3.5M	0.5%	19K	+13%
58	—	ISHARES TR - EXPANDED TECH	—	$3.4M	0.5%	32K	-2%
59	$IVZ	Invesco Ltd.	Financials	$3.3M	0.5%	142K	+11%
60	$ABT	ABBOTT LABORATORIES	Healthcare	$3.3M	0.5%	33K	+11%
61	—	ISHARES TR - 0-3 MTH TREASURY	—	$3.3M	0.5%	32K	New
62	$KMI	KINDER MORGAN, INC.	Energy	$3.2M	0.5%	107K	+3%
63	$TGT	TARGET CORP	Consumer Staples	$3.2M	0.5%	20K	+5%
64	$MET	METLIFE INC	Financials	$3.2M	0.5%	34K	+9%
65	$BAC	BANK OF AMERICA CORP /DE/	Financials	$3.1M	0.5%	58K	+10%
66	$MO	ALTRIA GROUP, INC.	Consumer Staples	$3.1M	0.5%	45K	+15%
67	—	FIDELITY COVINGTON TRUST - HIGH DIVID ETF	—	$3.0M	0.5%	50K	+12%
68	$BLK	BlackRock, Inc.	Financials	$2.9M	0.5%	2,782	+13%
69	$LMT	LOCKHEED MARTIN CORP	Industrials	$2.9M	0.4%	5,673	+19%
70	$IVZ	Invesco Ltd.	Financials	$2.9M	0.4%	26K	-51%
71	—	VANGUARD WHITEHALL FDS - HIGH DIV YLD	—	$2.8M	0.4%	18K	+6%
72	$KO	COCA COLA CO	Consumer Staples	$2.7M	0.4%	32K	+6%
73	$ADP	AUTOMATIC DATA PROCESSING INC	Technology	$2.7M	0.4%	11K	+23%
74	$VZ	VERIZON COMMUNICATIONS INC	Communication Services	$2.7M	0.4%	58K	+7%
75	$PNC	PNC FINANCIAL SERVICES GROUP, INC.	Financials	$2.5M	0.4%	11K	+16%
76	$DG	DOLLAR GENERAL CORP	Consumer Staples	$2.5M	0.4%	21K	+16%
77	—	VANGUARD MUN BD FDS - TAX EXEMPT BD	—	$2.5M	0.4%	53K	+6%
78	$AMZN	AMAZON COM INC	Consumer Discretionary	$2.5M	0.4%	9,957	+22%
79	$ACN	Accenture plc	Technology	$2.4M	0.4%	13K	+60%
80	$ITW	ILLINOIS TOOL WORKS INC	Industrials	$2.4M	0.4%	9,298	+16%
81	$APD	Air Products & Chemicals, Inc.	Materials	$2.4M	0.4%	8,592	+22%
82	$UNH	UNITEDHEALTH GROUP INC	Healthcare	$2.3M	0.3%	6,241	+22%
83	$CL	COLGATE PALMOLIVE CO	Consumer Staples	$2.3M	0.3%	27K	New
84	$SCI	SERVICE CORP INTERNATIONAL	Consumer Discretionary	$2.2M	0.3%	29K	New
85	$HD	HOME DEPOT, INC.	Consumer Discretionary	$2.2M	0.3%	7,631	+18%
86	$FDX	FEDEX CORP	Industrials	$2.2M	0.3%	7,598	+20%
87	$DRI	DARDEN RESTAURANTS INC	Consumer Discretionary	$2.1M	0.3%	11K	+26%
88	$FIS	Fidelity National Information Services, Inc.	Financials	$2.1M	0.3%	65K	+24%
89	$AOS	SMITH A O CORP	Technology	$2.1M	0.3%	37K	+24%
90	$GOOGL	Alphabet Inc.	Technology	$2.0M	0.3%	5,954	+23%
91	—	VANGUARD INDEX FDS - EXTEND MKT ETF	—	$2.0M	0.3%	8,814	+3%
92	$OC	Owens Corning	Materials	$2.0M	0.3%	17K	+18%
93	$EOG	EOG RESOURCES INC	Energy	$1.9M	0.3%	14K	+55%
94	$NEE	NEXTERA ENERGY INC	Utilities	$1.9M	0.3%	25K	New
95	—	FIRST TR EXCHNG TRADED FD VI - FT LADD BUFF ETF	—	$1.9M	0.3%	50K	+1%
96	$ZTS	Zoetis Inc.	Healthcare	$1.9M	0.3%	27K	+72%
97	—	ISHARES TR - SELECT DIVID ETF	—	$1.9M	0.3%	12K	+19%
98	$WEC	WEC ENERGY GROUP, INC.	Utilities	$1.8M	0.3%	18K	+27%
99	—	FIRST TR EXCHANGE-TRADED FD - FT VEST S&P 500	—	$1.8M	0.3%	38K	+6%
100	$SPY	SPDR S&P 500 ETF TRUST	—	$1.8M	0.3%	2,324	+1%
101	$QQQ	INVESCO QQQ TRUST, SERIES 1	—	$1.8M	0.3%	2,390	+88%
102	$DPZ	DOMINOS PIZZA INC	Consumer Discretionary	$1.7M	0.3%	5,646	+40%
103	$TMUS	T-Mobile US, Inc.	Communication Services	$1.7M	0.3%	10K	+67%
104	—	SCHWAB STRATEGIC TR - US LCAP GR ETF	—	$1.6M	0.3%	45K	+411%
105	—	PIMCO ETF TR - INTER MUN BD ACT	—	$1.6M	0.2%	31K	New
106	—	SPDR SERIES TRUST - ST STR R1K YLD	—	$1.5M	0.2%	13K	+15%
107	$INTU	INTUIT INC.	Technology	$1.5M	0.2%	5,539	+94%
108	$GOOG	Alphabet Inc.	Technology	$1.4M	0.2%	4,227	-13%
109	—	VANGUARD INDEX FDS - MRNGSTR VAL ETF	—	$1.4M	0.2%	6,502	+24%
110	$AMD	ADVANCED MICRO DEVICES INC	Technology	$1.4M	0.2%	2,253	+10%
111	—	FIRST TR EXCHNG TRADED FD VI - FT VEST U.S.	—	$1.3M	0.2%	27K	+317%
112	$CSCO	CISCO SYSTEMS, INC.	Technology	$1.2M	0.2%	11K	-23%
113	—	ISHARES TR - RUS 1000 GRW ETF	—	$1.2M	0.2%	9,181	+10%
114	$CMI	CUMMINS INC	Industrials	$1.1M	0.2%	2,135	+5%
115	—	INVESCO EXCH TRD SLF IDX FD - BULLETSHARE 2034	—	$1.0M	0.2%	45K	+32%
116	$BRK.B	BERKSHIRE HATHAWAY INC	Financials	$1.0M	0.1%	2,018	+10%
117	$COP	CONOCOPHILLIPS	Energy	$993K	0.1%	7,937	-6%
118	$META	Meta Platforms, Inc.	Technology	$920K	0.1%	1,269	+9%
119	$WMT	Walmart Inc.	Consumer Staples	$880K	0.1%	8,467	+7%
120	—	FIRST TR EXCHNG TRADED FD VI - FT VEST MAX DECE	—	$858K	0.1%	25K	-94%
121	$WT	WisdomTree, Inc.	Financials	$822K	0.1%	15K	-6%
122	$MA	Mastercard Inc	Financials	$813K	0.1%	1,475	+142%
123	—	ISHARES TR - INTL SEL DIV ETF	—	$811K	0.1%	19K	—
124	$PB	PROSPERITY BANCSHARES INC	Financials	$758K	0.1%	11K	New
125	$DUK	Duke Energy CORP	Utilities	$742K	0.1%	6,510	-69%
126	$AMGN	AMGEN INC	Healthcare	$736K	0.1%	1,747	-2%
127	$ANET	Arista Networks, Inc.	Technology	$725K	0.1%	3,563	+172%
128	$SHOP	SHOPIFY INC.	Technology	$724K	0.1%	4,880	+0.2%
129	$V	VISA INC.	Financials	$702K	0.1%	1,954	+15%
130	$AMAT	APPLIED MATERIALS INC /DE	Technology	$698K	0.1%	1,366	+6%
131	$AXP	AMERICAN EXPRESS CO	Financials	$631K	0.1%	2,074	+0.8%
132	$WMB	WILLIAMS COMPANIES, INC.	Energy	$614K	0.1%	9,038	+1%
133	$PLTR	Palantir Technologies Inc.	Technology	$591K	0.1%	3,160	+26%
134	—	ISHARES TR - IBONDS DEC 2034	—	$589K	0.1%	24K	+10%
135	$MU	MICRON TECHNOLOGY INC	Technology	$577K	0.1%	542	+16%
136	$LLY	ELI LILLY & Co	Healthcare	$564K	0.1%	487	+29%
137	$PEP	PEPSICO INC	Consumer Staples	$556K	0.1%	4,385	+33%
138	—	VANGUARD SCOTTSDALE FDS - VNG RUS3000IDX	—	$552K	0.1%	1,645	—
139	—	FIRST TR EXCHNG TRADED FD VI - VEST US EQTY MAX	—	$526K	0.1%	16K	—
140	$COST	COSTCO WHOLESALE CORP /NEW	Consumer Staples	$516K	0.1%	567	+13%
141	$MCD	MCDONALDS CORP	Consumer Discretionary	$498K	0.1%	2,157	-79%
142	—	VANGUARD SCOTTSDALE FDS - VNG RUS1000GRW	—	$494K	0.1%	3,833	-7%
143	—	VANGUARD INDEX FDS - MRNGSTR SML CP V	—	$487K	0.1%	2,110	-13%
144	$PM	Philip Morris International Inc.	Consumer Staples	$482K	0.1%	2,527	-48%
145	$TSM	TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD	Technology	$475K	0.1%	1,041	-23%
146	—	VANGUARD INDEX FDS - MRNGSTR GRWT ETF	—	$470K	0.1%	5,217	-31%
147	—	SCHWAB STRATEGIC TR - US BRD MKT ETF	—	$465K	0.1%	16K	—
148	—	FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT	—	$463K	0.1%	9,482	-36%
149	$MS	MORGAN STANLEY	Financials	$430K	0.1%	2,284	+5%
150	$NFLX	NETFLIX INC	Communication Services	$424K	0.1%	6,088	+90%

What changed in Q3 2026

Against the previous quarter's 13F: 28 new, 129 added to, 37 trimmed, 28 sold out. Share-count changes; largest moves by dollar size first.

New positions (28)

J P MORGAN EXCHANGE TRADED F - CORE PLUS BD ETF$5.0M
first bought this quarter
ISHARES TR - 0-3 MTH TREASURY$3.3M
first bought this quarter
$CLCOLGATE PALMOLIVE CO$2.3M
first bought this quarter
$SCISERVICE CORP INTERNATIONAL$2.2M
first bought this quarter
$NEENEXTERA ENERGY INC$1.9M
first bought this quarter
PIMCO ETF TR - INTER MUN BD ACT$1.6M
first bought this quarter

+22 more in the Excel export

Added to (129)

FIRST TR EXCHNG TRADED FD VI - VEST US EQUITY M+6250%
now $13.4M
FIDELITY COVINGTON TRUST - FUN SMA MID ETF+74%
now $12.8M
VANGUARD INDEX FDS - S&P 500 ETF SHS+24%
now $24.9M
VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT+11%
now $45.0M
FIRST TR EXCHANGE TRADED FD - SMID RISNG ETF+20%
now $16.2M
FIRST TR EXCHANGE TRADED FD - RBA INDL ETF+22%
now $14.0M

+123 more in the Excel export

Trimmed (37)

FIRST TR EXCHNG TRADED FD VI - FT VEST MAX DECE-94%
now $858K
$MCDMCDONALDS CORP-79%
now $498K · held 8+ qtrs
$DUKDuke Energy CORP-69%
now $742K · held 8+ qtrs
$PANWPalo Alto Networks Inc-66%
now $231K · held 2 qtrs
$PMPhilip Morris International Inc.-48%
now $482K · held 2 qtrs
$CCITIGROUP INC-62%
now $266K · held 2 qtrs

+31 more in the Excel export

Sold out (28)

FIRST TR EXCHNG TRADED FD VI - FT VEST USwas $5.6M
SPDR SER TR - PORTFOLIO AGRGTEwas $3.7M
FIRST TR EXCHNG TRADED FD VI - FT VEST USwas $2.1M
$KRKROGER COwas $1.9M
SELECT SECTOR SPDR TR - TECHNOLOGYwas $576K
$STELStellar Bancorp, Inc.was $539K

+22 more in the Excel export

Firm AUM (Form ADV): $685.0M as of 2025-12-31 · SEC IAPD

Holdings by quarter

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Q3 2026 13F filed with the SEC on Oct 21, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of PRECEDENT WEALTH PARTNERS's top 20 holdings: 69/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)

Top 10 since filing

-2.9%

Value-weighted move of the 10 largest stock positions

Turnover

Last quarter; 21% over the last 4

Top 10 weight

31%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

92%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured

Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

PRECEDENT WEALTH PARTNERS, LLC disclosed 207 positions worth $651.0M in its Form 13F-HR for Q3 2026. During the quarter the fund opened 28 new positions and exited 28. The portfolio is most concentrated in Other (55.2% of disclosed assets). All figures are sourced directly from PRECEDENT WEALTH PARTNERS, LLC’s Form 13F-HR filing with the SEC under CIK 2008666.

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AI-Powered Hedge Fund Analysis: PRECEDENT WEALTH PARTNERS, LLC

13F Pro is an AI hedge fund tracker and stock research platform. For PRECEDENT WEALTH PARTNERS, LLC (SEC CIK: 2008666), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in PRECEDENT WEALTH PARTNERS, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.