PRECEDENT WEALTH PARTNERS, LLC
13F Reported Value
ⓘ$601.4M
Holdings
207
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
PRECEDENT WEALTH PARTNERS, LLC disclosed 207 positions worth $601.4M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 49 new positions and exited 10 and a full exit from $HSY. The portfolio is most concentrated in Other (54.3% 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
Stable
$AAPL
$MSFTSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT
—Quality
$40.9M574,081 shVANGUARD INDEX FDS - TOTAL STK MKT
—Quality
$30.6M82,664 shVANGUARD INDEX FDS - S&P 500 ETF SHS
—Quality
$19.6M28,604 shFIRST TR EXCHANGE-TRADED FD - RBA INDL ETF
—Quality
$14.8M111,326 shISHARES TR - CORE S&P500 ETF
—Quality
$14.8M19,774 sh- 79.4
Quality
$14.8M34,102 sh FIRST TR EXCHANGE-TRADED FD - SMID RISNG ETF
—Quality
$14.4M333,482 shFIRST TR EXCHNG TRADED FD VI - FT VEST US EQUIT
—Quality
$13.6M403,734 sh- 59.9
Quality
$13.2M76,074 sh ISHARES TR - MSCI EAFE ETF
—Quality
$13.1M126,313 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $40.9M | 574,081 |
| VANGUARD INDEX FDS - TOTAL STK MKT | — | $30.6M | 82,664 |
| VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $19.6M | 28,604 |
| FIRST TR EXCHANGE-TRADED FD - RBA INDL ETF | — | $14.8M | 111,326 |
| ISHARES TR - CORE S&P500 ETF | — | $14.8M | 19,774 |
 LAM RESEARCH CORP$LRCX | 79.4 | $14.8M | 34,102 |
| FIRST TR EXCHANGE-TRADED FD - SMID RISNG ETF | — | $14.4M | 333,482 |
| FIRST TR EXCHNG TRADED FD VI - FT VEST US EQUIT | — | $13.6M | 403,734 |
 WisdomTree, Inc.$WT | 59.9 | $13.2M | 76,074 |
| ISHARES TR - MSCI EAFE ETF | — | $13.1M | 126,313 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of PRECEDENT WEALTH PARTNERS, LLC's 207 positions.
Showing top 10 of 207 holdings.
Sector Allocation
Other
$326.3M
Financials
$119.4M
Technology
$44.1M
Industrials
$32.8M
Consumer Discretionary
$21.7M
Healthcare
$19.5M
Energy
$14.8M
Consumer Staples
$8.9M
Top Holdings — PRECEDENT WEALTH PARTNERS, LLC (Q2 2026)
Top 150 of 207 disclosed positions (by reported value) 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 - VAN FTSE DEV MKT | $40.9M | 6.8% | +13% | — |
| 2 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $30.6M | 5.1% | +2% | — |
| 3 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $19.6M | 3.3% | +30% | — |
| 4 | — | FIRST TR EXCHANGE-TRADED FD - RBA INDL ETF | $14.8M | 2.5% | +12% | — |
| 5 | — | ISHARES TR - CORE S&P500 ETF | $14.8M | 2.5% | -1% | — |
| 6 | $LRCX | LAM RESEARCH CORP | $14.8M | 2.5% | +8% | 79.4 |
| 7 | — | FIRST TR EXCHANGE-TRADED FD - SMID RISNG ETF | $14.4M | 2.4% | +14% | — |
| 8 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQUIT | $13.6M | 2.3% | -25% | — |
| 9 | $WT | WisdomTree, Inc. | $13.2M | 2.2% | +8% | 59.9 |
| 10 | — | ISHARES TR - MSCI EAFE ETF | $13.1M | 2.2% | +3% | — |
| 11 | $WT | WisdomTree, Inc. | $12.6M | 2.1% | -3% | 59.9 |
| 12 |  $IVZ | Invesco Ltd. | $10.6M | 1.8% | -1% | — |
| 13 | — | SPDR SER TR - S&P DIVID ETF | $9.6M | 1.6% | -0% | — |
| 14 | — | ISHARES TR - CORE S&P MCP ETF | $9.5M | 1.6% | -3% | — |
| 15 | — | VANGUARD WHITEHALL FDS - INTL HIGH ETF | $9.2M | 1.5% | +5% | — |
| 16 | — | FIDELITY COVINGTON TRUST - FUN SMA MID ETF | $8.3M | 1.4% | NEW | — |
| 17 |  $AVGO | Broadcom Inc. | $8.2M | 1.4% | +14% | 84.5 |
| 18 | $AAPL | Apple Inc. | $7.8M | 1.3% | +13% | 76.4 |
| 19 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000IDX | $7.4M | 1.2% | +20% | — |
| 20 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST LADDERED | $6.9M | 1.1% | -4% | — |
| 21 | $IVZ | Invesco Ltd. | $6.6M | 1.1% | -2% | — |
| 22 | $WT | WisdomTree, Inc. | $6.3M | 1.0% | +0% | 59.9 |
| 23 | — | ISHARES TR - NATIONAL MUN ETF | $6.0M | 1.0% | +3% | — |
| 24 | $IVZ | Invesco Ltd. | $5.9M | 1.0% | -52% | — |
| 25 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST LADDERED | $5.9M | 1.0% | +49% | — |
| 26 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US | $5.6M | 0.9% | -2% | — |
| 27 |  $CAT | CATERPILLAR INC | $5.2M | 0.9% | +9% | 66.5 |
| 28 | $IVZ | Invesco Ltd. | $5.2M | 0.9% | -4% | — |
| 29 | $MSFT | MICROSOFT CORP | $4.9M | 0.8% | +25% | 79.8 |
| 30 |  $JPM | JPMORGAN CHASE & CO | $4.9M | 0.8% | +15% | 70.7 |
| 31 |  $XOM.R34088 | EXXON MOBIL CORP | $4.8M | 0.8% | +1% | 57.9 |
| 32 |  $WSM | WILLIAMS SONOMA INC | $4.7M | 0.8% | +11% | 66.1 |
| 33 | $IVZ | Invesco Ltd. | $4.5M | 0.8% | +7% | — |
| 34 | $IVZ | Invesco Ltd. | $4.5M | 0.8% | +11% | — |
| 35 | $IVZ | Invesco Ltd. | $4.4M | 0.7% | +7% | — |
| 36 | $IVZ | Invesco Ltd. | $4.4M | 0.7% | +7% | — |
| 37 | — | ISHARES TR - IBONDS DEC 29 | $4.2M | 0.7% | +20% | — |
| 38 | — | ISHARES TR - IBONDS DEC 2032 | $4.2M | 0.7% | +22% | — |
| 39 | — | ISHARES TR - IBONDS DEC 2031 | $4.2M | 0.7% | +19% | — |
| 40 | — | ISHARES TR - IBONDS DEC 2030 | $4.2M | 0.7% | +20% | — |
| 41 | $IVZ | Invesco Ltd. | $4.2M | 0.7% | +7% | — |
| 42 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $4.1M | 0.7% | +0% | — |
| 43 | — | ISHARES TR - IBDS DEC28 ETF | $4.1M | 0.7% | +17% | — |
| 44 | $IVZ | Invesco Ltd. | $4.1M | 0.7% | +8% | — |
| 45 | — | ISHARES TR - IBONDS 27 ETF | $4.1M | 0.7% | +16% | — |
| 46 |  $ABBV | AbbVie Inc. | $4.1M | 0.7% | +32% | 72.6 |
| 47 | $IVZ | Invesco Ltd. | $4.0M | 0.7% | +8% | — |
| 48 | — | ISHARES TR - IBONDS DEC 2033 | $3.9M | 0.7% | +18% | — |
| 49 |  $JNJ | JOHNSON & JOHNSON | $3.9M | 0.6% | +19% | 69 |
| 50 | — | ISHARES TR - RUS 1000 ETF | $3.9M | 0.6% | -2% | — |
| 51 | — | ISHARES TR - RUS 1000 VAL ETF | $3.7M | 0.6% | +17% | — |
| 52 | — | SPDR SER TR - PORTFOLIO AGRGTE | $3.7M | 0.6% | +15% | — |
| 53 | — | ISHARES TR - IBONDS DEC2026 | $3.6M | 0.6% | +4% | — |
| 54 |  $KMI | KINDER MORGAN, INC. | $3.3M | 0.6% | +20% | 71.3 |
| 55 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | $3.3M | 0.6% | -4% | — |
| 56 |  $QCOM | QUALCOMM INC/DE | $3.1M | 0.5% | +16% | 70.5 |
| 57 | $IVZ | Invesco Ltd. | $3.0M | 0.5% | +2% | — |
| 58 |  $MRK | Merck & Co., Inc. | $3.0M | 0.5% | +3% | 59.9 |
| 59 |  $BAC | BANK OF AMERICA CORP /DE/ | $3.0M | 0.5% | +2% | 67.6 |
| 60 |  $CVX | CHEVRON CORP | $3.0M | 0.5% | +15% | 62.8 |
| 61 | — | ISHARES TR - EXPANDED TECH | $2.9M | 0.5% | +17% | — |
| 62 |  $MO | ALTRIA GROUP, INC. | $2.8M | 0.5% | +9% | 67.4 |
| 63 |  $MCD | MCDONALDS CORP | $2.8M | 0.5% | +21% | 69 |
| 64 |  $ABT | ABBOTT LABORATORIES | $2.7M | 0.5% | +760% | 65.5 |
| 65 |  $DUK | Duke Energy CORP | $2.7M | 0.5% | +26% | 56.4 |
| 66 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $2.7M | 0.5% | -8% | — |
| 67 | — | FIDELITY COVINGTON TRUST - HIGH DIVID ETF | $2.7M | 0.4% | +6% | — |
| 68 |  $MET | METLIFE INC | $2.6M | 0.4% | +11% | 56.2 |
| 69 |  $NVDA | NVIDIA CORP | $2.6M | 0.4% | +26% | 85.9 |
| 70 |  $TGT | TARGET CORP | $2.6M | 0.4% | +14% | 60.7 |
| 71 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | $2.5M | 0.4% | +7% | — |
| 72 | $IVZ | Invesco Ltd. | $2.5M | 0.4% | -0% | — |
| 73 |  $KO | COCA COLA CO | $2.4M | 0.4% | +28% | 69.5 |
| 74 |  $LMT | LOCKHEED MARTIN CORP | $2.4M | 0.4% | +10% | 65.6 |
| 75 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $2.4M | 0.4% | +6% | 73.7 |
| 76 |  $BLK | BlackRock, Inc. | $2.4M | 0.4% | +10% | 70 |
| 77 |  $OC | Owens Corning | $2.4M | 0.4% | +7% | 49.2 |
| 78 |  $VZ | VERIZON COMMUNICATIONS INC | $2.3M | 0.4% | +26% | 65.8 |
| 79 |  $HD | HOME DEPOT, INC. | $2.3M | 0.4% | +12% | 60.3 |
| 80 | — | FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV | $2.2M | 0.4% | +73% | — |
| 81 |  $ITW | ILLINOIS TOOL WORKS INC | $2.2M | 0.4% | +13% | 63.6 |
| 82 |  $UNH | UNITEDHEALTH GROUP INC | $2.1M | 0.3% | +13% | 62.7 |
| 83 | — | VANGUARD INDEX FDS - EXTEND MKT ETF | $2.1M | 0.3% | +64% | — |
| 84 |  $DG | DOLLAR GENERAL CORP | $2.1M | 0.3% | +10% | 59.5 |
| 85 |  $APD | Air Products & Chemicals, Inc. | $2.1M | 0.3% | +7% | 46.4 |
| 86 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US | $2.1M | 0.3% | +1% | — |
| 87 |  $FIS | Fidelity National Information Services, Inc. | $2.0M | 0.3% | +0% | 68.9 |
| 88 |  $FDX | FEDEX CORP | $2.0M | 0.3% | +9% | 60.3 |
| 89 |  $AMZN | AMAZON COM INC | $1.9M | 0.3% | +34% | 68.7 |
| 90 |  $ADP | AUTOMATIC DATA PROCESSING INC | $1.9M | 0.3% | +7% | 69.8 |
| 91 |  $KR | KROGER CO | $1.9M | 0.3% | +4% | 52.6 |
| 92 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $1.9M | 0.3% | +21% | — |
| 93 |  $AOS | SMITH A O CORP | $1.9M | 0.3% | +7% | 60 |
| 94 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST LADDERED | $1.8M | 0.3% | -4% | — |
| 95 | — | FIRST TR EXCHANGE-TRADED FD - FT VEST S&P 500 | $1.8M | 0.3% | +6% | — |
| 96 |  $DRI | DARDEN RESTAURANTS INC | $1.8M | 0.3% | NEW | 64.1 |
| 97 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST U.S. | $1.7M | 0.3% | +0% | — |
| 98 |  $CSCO | CISCO SYSTEMS, INC. | $1.7M | 0.3% | +90% | 70.3 |
| 99 |  $GOOG | Alphabet Inc. | $1.7M | 0.3% | +7% | 78.2 |
| 100 |  $GOOGL | Alphabet Inc. | $1.7M | 0.3% | +60% | 78.2 |
| 101 |  $SPY | SPDR S&P 500 ETF TRUST | $1.7M | 0.3% | +12% | — |
| 102 |  $WEC | WEC ENERGY GROUP, INC. | $1.7M | 0.3% | +11% | 60.1 |
| 103 | — | ISHARES TR - SELECT DIVID ETF | $1.6M | 0.3% | +0% | — |
| 104 |  $CMI | CUMMINS INC | $1.5M | 0.2% | +6% | 58.1 |
| 105 | — | SPDR SER TR - RUSSELL YIELD | $1.4M | 0.2% | -15% | — |
| 106 |  $DPZ | DOMINOS PIZZA INC | $1.2M | 0.2% | NEW | 60.1 |
| 107 |  $AMD | ADVANCED MICRO DEVICES INC | $1.2M | 0.2% | +10% | 79.8 |
| 108 |  $EOG | EOG RESOURCES INC | $1.2M | 0.2% | +7% | 71.9 |
| 109 | — | VANGUARD INDEX FDS - VALUE ETF | $1.1M | 0.2% | +38% | — |
| 110 |  $ZTS | Zoetis Inc. | $1.1M | 0.2% | +26% | 68.6 |
| 111 | — | ISHARES TR - RUS 1000 GRW ETF | $1.0M | 0.2% | +1089% | — |
| 112 |  $ACN | Accenture plc | $1.0M | 0.2% | +1% | — |
| 113 |  $TMUS | T-Mobile US, Inc. | $1.0M | 0.2% | NEW | 69.1 |
| 114 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $938,174 | 0.2% | +0% | — |
| 115 |  $AMAT | APPLIED MATERIALS INC /DE | $931,224 | 0.1% | +6% | 72.3 |
| 116 | $WT | WisdomTree, Inc. | $930,727 | 0.1% | -3% | 59.9 |
| 117 |  $BRK.B | BERKSHIRE HATHAWAY INC | $916,714 | 0.1% | +98% | 73.8 |
| 118 |  $WMT | Walmart Inc. | $892,093 | 0.1% | -2% | 60.2 |
| 119 |  $PM | Philip Morris International Inc. | $874,052 | 0.1% | NEW | 75.9 |
| 120 |  $COP | CONOCOPHILLIPS | $873,157 | 0.1% | -1% | 70.2 |
| 121 | — | INVESCO EXCH TRD SLF IDX FD - BULLETSHARE 2034 | $842,434 | 0.1% | +66% | — |
| 122 | — | ISHARES TR - INTL SEL DIV ETF | $796,652 | 0.1% | +2% | — |
| 123 |  $C | CITIGROUP INC | $758,642 | 0.1% | NEW | 65 |
| 124 |  $INTU | INTUIT INC. | $745,948 | 0.1% | -0% | 79.3 |
| 125 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | $702,776 | 0.1% | +0% | — |
| 126 |  $AXP | AMERICAN EXPRESS CO | $696,118 | 0.1% | +1% | 69.4 |
| 127 |  $WMB | WILLIAMS COMPANIES, INC. | $662,741 | 0.1% | +22% | 64.3 |
| 128 |  $META | Meta Platforms, Inc. | $655,852 | 0.1% | -7% | 79.6 |
| 129 | — | VANGUARD INDEX FDS - GROWTH ETF | $648,457 | 0.1% | +1048% | — |
| 130 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $648,258 | 0.1% | NEW | — |
| 131 |  $AMGN | AMGEN INC | $647,381 | 0.1% | -78% | 79.2 |
| 132 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $638,164 | 0.1% | NEW | 70 |
| 133 | — | VANGUARD INDEX FDS - SM CP VAL ETF | $592,134 | 0.1% | +1% | — |
| 134 |  $PANW | Palo Alto Networks Inc | $589,624 | 0.1% | NEW | 65.5 |
| 135 |  $V | VISA INC. | $584,789 | 0.1% | +10% | 82.9 |
| 136 | — | SELECT SECTOR SPDR TR - TECHNOLOGY | $575,561 | 0.1% | +64% | — |
| 137 | — | ISHARES TR - IBONDS DEC 2034 | $566,405 | 0.1% | NEW | — |
| 138 |  $SHOP | SHOPIFY INC. | $555,828 | 0.1% | -4% | 64.9 |
| 139 |  $RTX | RTX Corp | $545,600 | 0.1% | NEW | 73.2 |
| 140 | — | VANGUARD SCOTTSDALE FDS - VNG RUS3000IDX | $545,196 | 0.1% | +0% | — |
| 141 |  $MU | MICRON TECHNOLOGY INC | $541,362 | 0.1% | NEW | 86.2 |
| 142 |  $STEL | Stellar Bancorp, Inc. | $539,352 | 0.1% | -11% | 37.4 |
| 143 |  $TJX | TJX COMPANIES INC /DE/ | $530,669 | 0.1% | NEW | 68.7 |
| 144 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000GRW | $529,535 | 0.1% | -12% | — |
| 145 | — | VANGUARD WORLD FD - INF TECH ETF | $523,020 | 0.1% | NEW | — |
| 146 | — | FIRST TR EXCHNG TRADED FD VI - VEST US EQTY MAX | $520,069 | 0.1% | +45% | — |
| 147 |  $COST | COSTCO WHOLESALE CORP /NEW | $470,541 | 0.1% | +11% | 66.2 |
| 148 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | $459,867 | 0.1% | +9% | — |
| 149 |  $MS | MORGAN STANLEY | $456,334 | 0.1% | +26% | 75.8 |
| 150 | $WT | WisdomTree, Inc. | $456,091 | 0.1% | -0% | 59.9 |
New Positions (49)
$DRI DARDEN RESTAURANTS INC$1.8M$DPZ DOMINOS PIZZA INC$1.2M$TMUS T-Mobile US, Inc.$1.0M$PM Philip Morris International Inc.$874,052$C CITIGROUP INC$758,642$TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$648,258$IBM INTERNATIONAL BUSINESS MACHINES CORP$638,164$PANW Palo Alto Networks Inc$589,624$RTX RTX Corp$545,600$MU MICRON TECHNOLOGY INC$541,362$TJX TJX COMPANIES INC /DE/$530,669
$WPC W. P. Carey Inc.$450,985
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