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PRECEDENT WEALTH PARTNERS, LLC — 13F Holdings & Portfolio

CIK 2008666 · latest 13F-HR filed 2026-04-14

Backtest portfolio

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$499.6M

Long-equity book

Holdings

166

Distinct positions

Period

2026-03-31

Filed 2026-04-14

Q/Q Activity

+7 / −12 / ↑70 / ↓51

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • FIRST TR EXCHNG TRADED FD VI$7.9M +80.9%
  • FIRST TR EXCHNG TRADED FD VI$6.7M +2387.0%
  • VANGUARD TAX-MANAGED FDS$4.0M +14.1%
  • WISDOMTREE TR$2.9M +35.3%
  • FIRST TR EXCHANGE-TRADED FD$2.8M +34.0%
Show all 70 →

Top Trims

  • FIRST TR EXCHNG TRADED FD VI-$2.5M -32.5%
  • FIRST TR EXCHNG TRADED FD VI-$2.4M -89.8%
  • INVESCO EXCHANGE TRADED FD T-$2.4M -19.9%
  • FIRST TR EXCHNG TRADED FD VI-$2.4M -55.4%
  • VANGUARD INDEX FDS-$1.6M -68.8%
Show all 51 →

New Positions

  • ISHARES TR$2.2M
  • FIRST TR EXCHANGE TRADED FD$1.1M
  • SHOPIFY INC$600.1K
  • AFLAC INC$426.2K
  • AT&T INC$364.5K
Show all 7 →

Exited Positions

  • FIRST TR EXCHNG TRADED FD VI$5.2M
  • FIRST TR EXCHNG TRADED FD VI$3.3M
  • FIRST TR EXCHNG TRADED FD VI$2.9M
  • TEXAS INSTRS INC$1.7M
  • FIRST TR EXCHANGE-TRADED FD$1.7M
Show all 12 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 VANGUARD TAX-MANAGED FDS VEA 921943858 $32.5M 6.50% 506,968 SH
2 VANGUARD INDEX FDS VTI 922908769 $26.0M 5.21% 81,162 SH
3 FIRST TR EXCHNG TRADED FD VI DECM 33740U497 $17.7M 3.54% 541,614 SH
4 VANGUARD INDEX FDS VOO 922908363 $13.1M 2.63% 21,988 SH
5 ISHARES TR IVV 464287200 $13.1M 2.62% 20,041 SH
6 WISDOMTREE TR DON 97717W505 $12.1M 2.43% 231,191 SH
7 ISHARES TR EFA 464287465 $11.9M 2.39% 122,767 SH
8 FIRST TR EXCHANGE-TRADED FD SDVY 33741X102 $11.6M 2.31% 293,256 SH
9 INVESCO EXCHANGE TRADED FD T XMHQ 46137V472 $11.2M 2.25% 108,561 SH
10 WISDOMTREE TR DXJ 97717W851 $11.1M 2.23% 70,286 SH
11 FIRST TR EXCHANGE-TRADED FD AIRR 33738R704 $11.0M 2.20% 99,086 SH
12 INVESCO EXCHANGE TRADED FD T XLG 46137V233 $9.6M 1.91% 175,102 SH
13 SPDR SER TR SDY 78464A763 $9.3M 1.86% 63,587 SH
14 ISHARES TR IJH 464287507 $8.5M 1.71% 126,376 SH
15 VANGUARD WHITEHALL FDS VYMI 921946794 $8.4M 1.69% 89,581 SH
16 FIRST TR EXCHNG TRADED FD VI BUFH 33744U105 $7.0M 1.40% 335,452 SH
17 LAM RESEARCH CORP LRCX 512807306 $6.8M 1.36% 31,715 SH
18 INVESCO EXCHANGE TRADED FD T RSP 46137V357 $6.1M 1.22% 31,716 SH
19 APPLE INC AAPL 037833100 $6.0M 1.21% 23,773 SH
20 WISDOMTREE TR DHS 97717W208 $6.0M 1.20% 54,777 SH
21 EXXON MOBIL CORP XOM 30231G102 $5.9M 1.19% 34,927 SH
22 BROADCOM INC AVGO 11135F101 $5.9M 1.18% 19,090 SH
23 ISHARES TR MUB 464288414 $5.8M 1.15% 54,305 SH
24 VANGUARD SCOTTSDALE FDS VONE 92206C730 $5.3M 1.07% 18,119 SH
25 FIRST TR EXCHNG TRADED FD VI DJAN 33740F631 $5.3M 1.06% 124,440 SH
26 INVESCO EXCHANGE TRADED FD T PRF 46137V613 $4.8M 0.95% 100,137 SH
27 INVESCO EXCH TRD SLF IDX FD BSMV 46138J411 $4.2M 0.84% 201,991 SH
28 INVESCO EXCH TRD SLF IDX FD BSMR 46138J494 $4.1M 0.81% 171,911 SH
29 INVESCO EXCH TRD SLF IDX FD BSMU 46138J445 $4.1M 0.81% 186,295 SH
30 INVESCO EXCH TRD SLF IDX FD BSMW 46139W833 $4.0M 0.80% 161,355 SH
31 INVESCO EXCH TRD SLF IDX FD BSMS 46138J486 $3.9M 0.79% 168,022 SH
32 MICROSOFT CORP MSFT 594918104 $3.9M 0.78% 10,570 SH
33 INVESCO EXCH TRD SLF IDX FD BSMT 46138J478 $3.8M 0.77% 166,299 SH
34 JPMORGAN CHASE & CO JPM 46625H100 $3.8M 0.76% 12,933 SH
35 FIRST TR EXCHNG TRADED FD VI BUFD 33740U703 $3.7M 0.75% 133,733 SH
36 INVESCO EXCH TRD SLF IDX FD BSSX 46139W791 $3.7M 0.74% 144,742 SH
37 SPDR S&P MIDCAP 400 ETF TR MDY 78467Y107 $3.6M 0.73% 5,880 SH
38 ISHARES TR IBDW 46436E486 $3.6M 0.71% 170,410 SH
39 ISHARES TR IBDV 46436E726 $3.6M 0.71% 162,299 SH
40 ISHARES TR IBDU 46436E205 $3.5M 0.71% 152,340 SH
41 ISHARES TR IBDT 46435U515 $3.5M 0.71% 139,779 SH
42 ISHARES TR IBDS 46435UAA9 $3.5M 0.71% 145,628 SH
43 ISHARES TR IBDX 46436E312 $3.5M 0.70% 137,642 SH
44 ISHARES TR IBDR 46435GAA0 $3.5M 0.69% 142,738 SH
45 ISHARES TR IWB 464287622 $3.4M 0.69% 9,633 SH
46 WILLIAMS SONOMA INC WSM 969904101 $3.3M 0.67% 18,252 SH
47 ISHARES TR IBDY 46436E130 $3.3M 0.67% 128,541 SH
48 SPDR SER TR SPAB 78464A649 $3.2M 0.65% 126,247 SH
49 CHEVRON CORP NEW CVX 166764100 $3.2M 0.64% 15,487 SH
50 FIRST TR EXCHNG TRADED FD VI DNOV 33740F839 $3.2M 0.64% 66,686 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-04-14 $499.6M 166 0002008666-26-000003
2025-12-31 2026-01-07 $476.8M 171 0002008666-26-000001