PRECEDENT WEALTH PARTNERS, LLC
13F Reported Value
ⓘ$499.6M
Holdings
166
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
PRECEDENT WEALTH PARTNERS, LLC disclosed 166 positions worth $499.6M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 4 new positions and exited 4 and a full exit from $TXN. The portfolio is most concentrated in Other (53.8% of disclosed assets). All figures are sourced directly from PRECEDENT WEALTH PARTNERS, LLC’s Form 13F-HR filing with the SEC under CIK 2008666.
AI Fund Analysis
Concentrating
$AAPL
$IVZSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
VANGUARD TAX-MANAGED FDS
—Quality
$32.5M506,968 shVANGUARD INDEX FDS
—Quality
$26.0M81,162 shFIRST TR EXCHNG TRADED FD VI
—Quality
$17.7M541,614 shVANGUARD INDEX FDS
—Quality
$13.1M21,988 shISHARES TR
—Quality
$13.1M20,041 sh- 62.9
Quality
$12.1M231,191 sh ISHARES TR
—Quality
$11.9M122,767 shFIRST TR EXCHANGE-TRADED FD
—Quality
$11.6M293,256 sh- —
Quality
$11.2M108,561 sh - 62.9
Quality
$11.1M70,286 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD TAX-MANAGED FDS | — | $32.5M | 506,968 |
| VANGUARD INDEX FDS | — | $26.0M | 81,162 |
| FIRST TR EXCHNG TRADED FD VI | — | $17.7M | 541,614 |
| VANGUARD INDEX FDS | — | $13.1M | 21,988 |
| ISHARES TR | — | $13.1M | 20,041 |
 WisdomTree, Inc.$WT | 62.9 | $12.1M | 231,191 |
| ISHARES TR | — | $11.9M | 122,767 |
| FIRST TR EXCHANGE-TRADED FD | — | $11.6M | 293,256 |
| Invesco Ltd.$IVZ | — | $11.2M | 108,561 |
| WisdomTree, Inc.$WT | 62.9 | $11.1M | 70,286 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of PRECEDENT WEALTH PARTNERS, LLC's 166 positions.
Showing top 10 of 166 holdings.
Sector Allocation
Other
$268.5M
Financials
$111.3M
Technology
$29.8M
Industrials
$22.0M
Consumer Discretionary
$16.0M
Energy
$15.4M
Healthcare
$15.0M
Consumer Staples
$9.2M
Full Holdings — PRECEDENT WEALTH PARTNERS, LLC (Q1 2026)
All 166 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | VANGUARD TAX-MANAGED FDS | $32.5M | 6.5% | +11% | — |
| 2 | — | VANGUARD INDEX FDS | $26.0M | 5.2% | -0% | — |
| 3 | — | FIRST TR EXCHNG TRADED FD VI | $17.7M | 3.5% | +82% | — |
| 4 | — | VANGUARD INDEX FDS | $13.1M | 2.6% | +6% | — |
| 5 | — | ISHARES TR | $13.1M | 2.6% | +7% | — |
| 6 | $WT | WisdomTree, Inc. | $12.1M | 2.4% | -8% | 62.9 |
| 7 | — | ISHARES TR | $11.9M | 2.4% | +2% | — |
| 8 | — | FIRST TR EXCHANGE-TRADED FD | $11.6M | 2.3% | +14% | — |
| 9 | $IVZ | Invesco Ltd. | $11.2M | 2.3% | +14% | — |
| 10 | $WT | WisdomTree, Inc. | $11.1M | 2.2% | +23% | 62.9 |
| 11 | — | FIRST TR EXCHANGE-TRADED FD | $11.0M | 2.2% | +19% | — |
| 12 | $IVZ | Invesco Ltd. | $9.6M | 1.9% | -13% | — |
| 13 | — | SPDR SER TR | $9.3M | 1.9% | -11% | — |
| 14 | — | ISHARES TR | $8.5M | 1.7% | +1% | — |
| 15 | — | VANGUARD WHITEHALL FDS | $8.4M | 1.7% | +20% | — |
| 16 | — | FIRST TR EXCHNG TRADED FD VI | $7.0M | 1.4% | +2391% | — |
| 17 |  $LRCX | LAM RESEARCH CORP | $6.8M | 1.4% | -1% | 82.4 |
| 18 | $IVZ | Invesco Ltd. | $6.1M | 1.2% | +2% | — |
| 19 | $AAPL | Apple Inc. | $6.0M | 1.2% | +1% | 76.1 |
| 20 | $WT | WisdomTree, Inc. | $6.0M | 1.2% | -7% | 62.9 |
| 21 |  $XOM | EXXON MOBIL CORP | $5.9M | 1.2% | -3% | 61.8 |
| 22 |  $AVGO | Broadcom Inc. | $5.9M | 1.2% | +1% | 86.4 |
| 23 | — | ISHARES TR | $5.8M | 1.1% | +11% | — |
| 24 | — | VANGUARD SCOTTSDALE FDS | $5.3M | 1.1% | +18% | — |
| 25 | — | FIRST TR EXCHNG TRADED FD VI | $5.3M | 1.1% | -31% | — |
| 26 | $IVZ | Invesco Ltd. | $4.8M | 0.9% | +10% | — |
| 27 | $IVZ | Invesco Ltd. | $4.2M | 0.8% | +6% | — |
| 28 | $IVZ | Invesco Ltd. | $4.1M | 0.8% | +9% | — |
| 29 | $IVZ | Invesco Ltd. | $4.1M | 0.8% | +6% | — |
| 30 | $IVZ | Invesco Ltd. | $4.0M | 0.8% | +8% | — |
| 31 | $IVZ | Invesco Ltd. | $3.9M | 0.8% | +6% | — |
| 32 |  $MSFT | MICROSOFT CORP | $3.9M | 0.8% | +2% | 83.7 |
| 33 | $IVZ | Invesco Ltd. | $3.8M | 0.8% | +8% | — |
| 34 |  $JPM | JPMORGAN CHASE & CO | $3.8M | 0.8% | +2% | 35.6 |
| 35 | — | FIRST TR EXCHNG TRADED FD VI | $3.7M | 0.8% | +38% | — |
| 36 | $IVZ | Invesco Ltd. | $3.7M | 0.7% | +7% | — |
| 37 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $3.6M | 0.7% | -0% | — |
| 38 | — | ISHARES TR | $3.6M | 0.7% | +4% | — |
| 39 | — | ISHARES TR | $3.6M | 0.7% | +4% | — |
| 40 | — | ISHARES TR | $3.5M | 0.7% | +4% | — |
| 41 | — | ISHARES TR | $3.5M | 0.7% | +4% | — |
| 42 | — | ISHARES TR | $3.5M | 0.7% | +4% | — |
| 43 | — | ISHARES TR | $3.5M | 0.7% | +3% | — |
| 44 | — | ISHARES TR | $3.5M | 0.7% | +3% | — |
| 45 | — | ISHARES TR | $3.4M | 0.7% | -3% | — |
| 46 |  $WSM | WILLIAMS SONOMA INC | $3.3M | 0.7% | +3% | 65 |
| 47 | — | ISHARES TR | $3.3M | 0.7% | +5% | — |
| 48 | — | SPDR SER TR | $3.2M | 0.7% | +10% | — |
| 49 |  $CVX | CHEVRON CORP | $3.2M | 0.6% | -19% | 54.7 |
| 50 | — | FIRST TR EXCHNG TRADED FD VI | $3.2M | 0.6% | +2% | — |
| 51 |  $CAT | CATERPILLAR INC | $3.2M | 0.6% | +1% | 67.8 |
| 52 |  $JNJ | JOHNSON & JOHNSON | $3.1M | 0.6% | +5% | 72.8 |
| 53 | $IVZ | Invesco Ltd. | $3.0M | 0.6% | +2% | — |
| 54 |  $KMI | KINDER MORGAN, INC. | $2.9M | 0.6% | +3% | 74.6 |
| 55 |  $AMGN | AMGEN INC | $2.9M | 0.6% | +3% | 79.5 |
| 56 | — | ISHARES TR | $2.8M | 0.6% | +0% | — |
| 57 |  $MRK | Merck & Co., Inc. | $2.7M | 0.6% | +4% | 70.9 |
| 58 | — | VANGUARD WHITEHALL FDS | $2.7M | 0.6% | +2% | — |
| 59 |  $ABBV | AbbVie Inc. | $2.7M | 0.5% | +1% | 59.3 |
| 60 |  $MCD | MCDONALDS CORP | $2.6M | 0.5% | +5% | 73.9 |
| 61 |  $LMT | LOCKHEED MARTIN CORP | $2.6M | 0.5% | +2% | 65 |
| 62 |  $BAC | BANK OF AMERICA CORP /DE/ | $2.5M | 0.5% | +2% | 68.4 |
| 63 |  $FIS | Fidelity National Information Services, Inc. | $2.4M | 0.5% | +1507% | 69.6 |
| 64 |  $MO | ALTRIA GROUP, INC. | $2.4M | 0.5% | +6% | 72.1 |
| 65 | $IVZ | Invesco Ltd. | $2.4M | 0.5% | +50% | — |
| 66 |  $KR | KROGER CO | $2.4M | 0.5% | +5% | 51.1 |
| 67 | — | VANGUARD MUN BD FDS | $2.3M | 0.5% | +5% | — |
| 68 | — | FIDELITY COVINGTON TRUST | $2.3M | 0.5% | +41% | — |
| 69 |  $DUK | Duke Energy CORP | $2.2M | 0.4% | +5% | 64 |
| 70 | — | ISHARES TR | $2.2M | 0.4% | -80% | — |
| 71 |  $BLK | BlackRock, Inc. | $2.2M | 0.4% | +3% | 70.3 |
| 72 |  $VZ | VERIZON COMMUNICATIONS INC | $2.1M | 0.4% | +37% | 71.6 |
| 73 |  $TGT | TARGET CORP | $2.1M | 0.4% | +23% | 53.1 |
| 74 |  $FDX | FEDEX CORP | $2.1M | 0.4% | +5% | 60.3 |
| 75 |  $HSY | HERSHEY CO | $2.0M | 0.4% | +5% | 59.4 |
| 76 |  $MET | METLIFE INC | $2.0M | 0.4% | +6% | 73.9 |
| 77 |  $DG | DOLLAR GENERAL CORP | $2.0M | 0.4% | +4% | 60.4 |
| 78 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $1.9M | 0.4% | +4% | 70.9 |
| 79 |  $APD | Air Products & Chemicals, Inc. | $1.9M | 0.4% | +25% | 41.2 |
| 80 | — | FIRST TR EXCHNG TRADED FD VI | $1.9M | 0.4% | -55% | — |
| 81 |  $HD | HOME DEPOT, INC. | $1.9M | 0.4% | +9% | 69.2 |
| 82 |  $QCOM | QUALCOMM INC/DE | $1.9M | 0.4% | +5% | 81.9 |
| 83 |  $ITW | ILLINOIS TOOL WORKS INC | $1.8M | 0.4% | +7% | 71.2 |
| 84 |  $AOS | SMITH A O CORP | $1.8M | 0.4% | +4% | 66.7 |
| 85 |  $KO | COCA COLA CO | $1.8M | 0.4% | +9% | 74 |
| 86 |  $NVDA | NVIDIA CORP | $1.8M | 0.4% | -3% | 90.2 |
| 87 | — | FIRST TR EXCHNG TRADED FD VI | $1.7M | 0.3% | +4% | — |
| 88 | — | FIRST TR EXCHANGE-TRADED FD | $1.7M | 0.3% | +25% | — |
| 89 |  $CCZ | COMCAST CORP | $1.6M | 0.3% | +39% | 70.4 |
| 90 | — | FIRST TR EXCHNG TRADED FD VI | $1.6M | 0.3% | +278% | — |
| 91 |  $ADP | AUTOMATIC DATA PROCESSING INC | $1.6M | 0.3% | +8% | 77.9 |
| 92 |  $ACN | Accenture plc | $1.6M | 0.3% | +21% | — |
| 93 | — | ISHARES TR | $1.6M | 0.3% | -9% | — |
| 94 | — | SPDR SER TR | $1.5M | 0.3% | -0% | — |
| 95 | — | SCHWAB STRATEGIC TR | $1.5M | 0.3% | -2% | — |
| 96 |  $WEC | WEC ENERGY GROUP, INC. | $1.5M | 0.3% | +12% | 67 |
| 97 |  $OC | Owens Corning | $1.5M | 0.3% | +30% | 47.3 |
| 98 |  $ZTS | Zoetis Inc. | $1.5M | 0.3% | +26% | 72.6 |
| 99 |  $NKE | NIKE, Inc. | $1.4M | 0.3% | +32% | 53.4 |
| 100 |  $SPY | SPDR S&P 500 ETF TRUST | $1.3M | 0.3% | -0% | — |
| 101 |  $GOOG | Alphabet Inc. | $1.3M | 0.3% | -1% | 80.2 |
| 102 |  $AMZN | AMAZON COM INC | $1.3M | 0.3% | -2% | 74.6 |
| 103 |  $INTU | INTUIT INC. | $1.2M | 0.3% | +21% | 82 |
| 104 |  $EOG | EOG RESOURCES INC | $1.2M | 0.3% | +26% | 71.1 |
| 105 |  $UNH | UNITEDHEALTH GROUP INC | $1.2M | 0.2% | +21% | 66.8 |
| 106 |  $COP | CONOCOPHILLIPS | $1.1M | 0.2% | -7% | 74.8 |
| 107 | — | FIRST TR EXCHANGE TRADED FD | $1.1M | 0.2% | NEW | — |
| 108 | — | VANGUARD INDEX FDS | $1.1M | 0.2% | -0% | — |
| 109 |  $CMI | CUMMINS INC | $1.0M | 0.2% | +2% | 58.9 |
| 110 |  $WMT | Walmart Inc. | $1.0M | 0.2% | -3% | 63.2 |
| 111 |  $GOOGL | Alphabet Inc. | $873,621 | 0.2% | -0% | 80.2 |
| 112 | $WT | WisdomTree, Inc. | $859,240 | 0.2% | +1% | 62.9 |
| 113 | — | ISHARES TR | $800,803 | 0.2% | -14% | — |
| 114 | — | VANGUARD INDEX FDS | $744,265 | 0.1% | -70% | — |
| 115 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $735,327 | 0.1% | +0% | — |
| 116 |  $META | Meta Platforms, Inc. | $718,744 | 0.1% | -9% | 80.9 |
| 117 | — | FIRST TR EXCHNG TRADED FD VI | $651,247 | 0.1% | -11% | — |
| 118 | — | T ROWE PRICE ETF INC | $635,617 | 0.1% | +242% | — |
| 119 |  $AXP | AMERICAN EXPRESS CO | $614,941 | 0.1% | +0% | 73.2 |
| 120 |  $CSCO | CISCO SYSTEMS, INC. | $606,753 | 0.1% | +1% | 72.3 |
| 121 |  $SHOP | SHOPIFY INC. | $600,098 | 0.1% | NEW | — |
| 122 |  $STEL | Stellar Bancorp, Inc. | $561,524 | 0.1% | +0% | 55 |
| 123 |  $WMB | WILLIAMS COMPANIES, INC. | $530,129 | 0.1% | -7% | 72.8 |
| 124 | — | VANGUARD INDEX FDS | $525,497 | 0.1% | -2% | — |
| 125 |  $PLTR | Palantir Technologies Inc. | $525,145 | 0.1% | -5% | 85.8 |
| 126 | — | VANGUARD SCOTTSDALE FDS | $515,104 | 0.1% | -9% | — |
| 127 | — | INVESCO EXCH TRD SLF IDX FD | $500,511 | 0.1% | +0% | — |
| 128 |  $VLO | VALERO ENERGY CORP/TX | $494,160 | 0.1% | -19% | 51.4 |
| 129 | — | VANGUARD SCOTTSDALE FDS | $471,334 | 0.1% | -10% | — |
| 130 |  $V | VISA INC. | $467,806 | 0.1% | -5% | 83.5 |
| 131 |  $PEP | PEPSICO INC | $462,453 | 0.1% | +1% | 62.7 |
| 132 |  $COST | COSTCO WHOLESALE CORP /NEW | $451,382 | 0.1% | -1% | 67 |
| 133 |  $BRK.B | BERKSHIRE HATHAWAY INC | $443,739 | 0.1% | -1% | 64.5 |
| 134 |  $AFL | AFLAC INC | $426,223 | 0.1% | NEW | 60.3 |
| 135 |  $ECG | Everus Construction Group, Inc. | $418,286 | 0.1% | +0% | 67 |
| 136 |  $AMAT | APPLIED MATERIALS INC /DE | $414,626 | 0.1% | +8% | 74.8 |
| 137 | $WT | WisdomTree, Inc. | $391,820 | 0.1% | +5% | 62.9 |
| 138 |  $AMD | ADVANCED MICRO DEVICES INC | $375,938 | 0.1% | -0% | 78.8 |
| 139 | — | SCHWAB STRATEGIC TR | $364,612 | 0.1% | +0% | — |
| 140 |  $T | AT&T INC. | $364,549 | 0.1% | NEW | 71.9 |
| 141 |  $ABT | ABBOTT LABORATORIES | $359,550 | 0.1% | +8% | 67 |
| 142 | — | FIRST TR EXCHNG TRADED FD VI | $351,599 | 0.1% | -8% | — |
| 143 | $IVZ | Invesco Ltd. | $325,672 | 0.1% | -30% | — |
| 144 | — | SPDR SER TR | $325,413 | 0.1% | -3% | — |
| 145 | — | SPDR SER TR | $325,241 | 0.1% | -18% | — |
| 146 | — | ISHARES TR | $298,053 | 0.1% | -0% | — |
| 147 |  $LLY | ELI LILLY & Co | $295,246 | 0.1% | -4% | 89.3 |
| 148 | — | J P MORGAN EXCHANGE TRADED F | $294,604 | 0.1% | -14% | — |
| 149 |  $MDU | MDU RESOURCES GROUP INC | $293,706 | 0.1% | +0% | 31.6 |
| 150 |  $KNF | Knife River Corp | $289,285 | 0.1% | +0% | 45.8 |
| 151 | — | VANGUARD INDEX FDS | $286,680 | 0.1% | -12% | — |
| 152 |  $MS | MORGAN STANLEY | $286,022 | 0.1% | +0% | — |
| 153 | — | FIRST TR EXCHNG TRADED FD VI | $278,178 | 0.1% | -90% | — |
| 154 |  $SYK | STRYKER CORP | $260,571 | 0.1% | +0% | 69.8 |
| 155 |  $NFLX | NETFLIX INC | $256,047 | 0.1% | -9% | 86.7 |
| 156 |  $VST | Vistra Corp. | $246,992 | 0.1% | -12% | 62.9 |
| 157 | — | VANGUARD SPECIALIZED FUNDS | $245,598 | 0.1% | +0% | — |
| 158 | — | SELECT SECTOR SPDR TR | $244,536 | 0.1% | -4% | — |
| 159 |  $MA | Mastercard Inc | $241,254 | 0.1% | +0% | 81.7 |
| 160 |  $GLD | SPDR GOLD TRUST | $237,089 | 0.1% | -1% | — |
| 161 |  $PG | PROCTER & GAMBLE Co | $228,359 | 0.1% | +0% | 72.9 |
| 162 | — | ISHARES TR | $226,295 | 0.1% | -96% | — |
| 163 |  $ORCL | ORACLE CORP | $217,721 | 0.0% | +2% | 67.2 |
| 164 | — | VANGUARD STAR FDS | $213,826 | 0.0% | -1% | — |
| 165 | — | VANGUARD SCOTTSDALE FDS | $210,051 | 0.0% | -83% | — |
| 166 |  $NZF | Nuveen Municipal Credit Income Fund | $133,383 | 0.0% | +0% | — |
New Positions (4)
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