Precedent Wealth Partners, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$499.6M
Q ending 2026-03-31
Prior quarter
$476.8M
Q ending 2025-12-31
Change
+4.8% QoQ · +38.7% YoY
Positions
166
reported holdings
Largest positions
Top 100 of 166 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard Tax-Managed Fds | VEA | Shares | $32.5M | 507K |
| Vanguard Index Fds | VTI | Shares | $26.0M | 81K |
| First Tr Exchng Traded Fd Vi | DECM | Shares | $17.7M | 542K |
| Vanguard Index Fds | VOO | Shares | $13.1M | 22K |
| Ishares Tr | IVV | Shares | $13.1M | 20K |
| Wisdomtree Tr | DON | Shares | $12.1M | 231K |
| Ishares Tr | EFA | Shares | $11.9M | 123K |
| First Tr Exchange-Traded Fd | SDVY | Shares | $11.6M | 293K |
| Invesco Exchange Traded Fd T | XMHQ | Shares | $11.2M | 109K |
| Wisdomtree Tr | DXJ | Shares | $11.1M | 70K |
| First Tr Exchange-Traded Fd | AIRR | Shares | $11.0M | 99K |
| Invesco Exchange Traded Fd T | XLG | Shares | $9.6M | 175K |
| Spdr Ser Tr | SDY | Shares | $9.3M | 64K |
| Ishares Tr | IJH | Shares | $8.5M | 126K |
| Vanguard Whitehall Fds | VYMI | Shares | $8.4M | 90K |
| First Tr Exchng Traded Fd Vi | BUFH | Shares | $7.0M | 335K |
| Lam Research Corp | LRCX | Shares | $6.8M | 32K |
| Invesco Exchange Traded Fd T | RSP | Shares | $6.1M | 32K |
| Apple Inc | AAPL | Shares | $6.0M | 24K |
| Wisdomtree Tr | DHS | Shares | $6.0M | 55K |
| Exxon Mobil Corp | XOM | Shares | $5.9M | 35K |
| Broadcom Inc | AVGO | Shares | $5.9M | 19K |
| Ishares Tr | MUB | Shares | $5.8M | 54K |
| Vanguard Scottsdale Fds | VONE | Shares | $5.3M | 18K |
| First Tr Exchng Traded Fd Vi | DJAN | Shares | $5.3M | 124K |
| Invesco Exchange Traded Fd T | PRF | Shares | $4.8M | 100K |
| Invesco Exch Trd Slf Idx Fd | BSMV | Shares | $4.2M | 202K |
| Invesco Exch Trd Slf Idx Fd | BSMR | Shares | $4.1M | 172K |
| Invesco Exch Trd Slf Idx Fd | BSMU | Shares | $4.1M | 186K |
| Invesco Exch Trd Slf Idx Fd | BSMW | Shares | $4.0M | 161K |
| Invesco Exch Trd Slf Idx Fd | BSMS | Shares | $3.9M | 168K |
| Microsoft Corp | MSFT | Shares | $3.9M | 11K |
| Invesco Exch Trd Slf Idx Fd | BSMT | Shares | $3.8M | 166K |
| Jpmorgan Chase & Co | JPM | Shares | $3.8M | 13K |
| First Tr Exchng Traded Fd Vi | BUFD | Shares | $3.7M | 134K |
| Invesco Exch Trd Slf Idx Fd | BSSX | Shares | $3.7M | 145K |
| Spdr S&P Midcap 400 Etf Tr | MDY | Shares | $3.6M | 6K |
| Ishares Tr | IBDW | Shares | $3.6M | 170K |
| Ishares Tr | IBDV | Shares | $3.6M | 162K |
| Ishares Tr | IBDU | Shares | $3.5M | 152K |
| Ishares Tr | IBDT | Shares | $3.5M | 140K |
| Ishares Tr | IBDS | Shares | $3.5M | 146K |
| Ishares Tr | IBDX | Shares | $3.5M | 138K |
| Ishares Tr | IBDR | Shares | $3.5M | 143K |
| Ishares Tr | IWB | Shares | $3.4M | 10K |
| Williams Sonoma Inc | WSM | Shares | $3.3M | 18K |
| Ishares Tr | IBDY | Shares | $3.3M | 129K |
| Spdr Ser Tr | SPAB | Shares | $3.2M | 126K |
| Chevron Corp New | CVX | Shares | $3.2M | 15K |
| First Tr Exchng Traded Fd Vi | DNOV | Shares | $3.2M | 67K |
| Caterpillar Inc | CAT | Shares | $3.2M | 4K |
| Johnson & Johnson | JNJ | Shares | $3.1M | 13K |
| Invesco Exch Trd Slf Idx Fd | BSMQ | Shares | $3.0M | 125K |
| Kinder Morgan Inc Del | KMI | Shares | $2.9M | 87K |
| Amgen Inc | AMGN | Shares | $2.9M | 8K |
| Ishares Tr | IWD | Shares | $2.8M | 13K |
| Merck & Co Inc | MRK | Shares | $2.7M | 23K |
| Vanguard Whitehall Fds | VYM | Shares | $2.7M | 18K |
| Abbvie Inc | ABBV | Shares | $2.7M | 12K |
| Mcdonalds Corp | MCD | Shares | $2.6M | 8K |
| Lockheed Martin Corp | LMT | Shares | $2.6M | 4K |
| Bank America Corp | BAC | Shares | $2.5M | 51K |
| Fidelity Natl Information Sv | FIS | Shares | $2.4M | 52K |
| Altria Group Inc | MO | Shares | $2.4M | 36K |
| Invesco Exchange Traded Fd T | RSPD | Shares | $2.4M | 45K |
| Kroger Co | KR | Shares | $2.4M | 33K |
| Vanguard Mun Bd Fds | VTEB | Shares | $2.3M | 46K |
| Fidelity Covington Trust | FDVV | Shares | $2.3M | 42K |
| Duke Energy Corp New | DUK | Shares | $2.2M | 17K |
| Ishares Tr | IGV | Shares | $2.2M | 28K |
| Blackrock Inc | BLK | Shares | $2.2M | 2K |
| Verizon Communications Inc | VZ | Shares | $2.1M | 43K |
| Target Corp | TGT | Shares | $2.1M | 17K |
| Fedex Corp | FDX | Shares | $2.1M | 6K |
| Hershey Co | HSY | Shares | $2.0M | 10K |
| Metlife Inc | MET | Shares | $2.0M | 28K |
| Dollar Gen Corp New | DG | Shares | $2.0M | 16K |
| Pnc Finl Svcs Group Inc | PNC | Shares | $1.9M | 9K |
| Air Prods & Chems Inc | APD | Shares | $1.9M | 7K |
| First Tr Exchng Traded Fd Vi | DFEB | Shares | $1.9M | 40K |
| Home Depot Inc | HD | Shares | $1.9M | 6K |
| Qualcomm Inc | QCOM | Shares | $1.9M | 15K |
| Illinois Tool Wks Inc | ITW | Shares | $1.8M | 7K |
| Smith A O Corp | AOS | Shares | $1.8M | 28K |
| Coca Cola Co | KO | Shares | $1.8M | 23K |
| Nvidia Corporation | NVDA | Shares | $1.8M | 10K |
| First Tr Exchng Traded Fd Vi | BUFR | Shares | $1.7M | 51K |
| First Tr Exchange-Traded Fd | KNG | Shares | $1.7M | 34K |
| Comcast Corp New | CMCSA | Shares | $1.6M | 57K |
| First Tr Exchng Traded Fd Vi | DDEC | Shares | $1.6M | 37K |
| Automatic Data Processing In | ADP | Shares | $1.6M | 8K |
| Accenture Plc Ireland | Shares | $1.6M | 8K | |
| Ishares Tr | DVY | Shares | $1.6M | 10K |
| Spdr Ser Tr | ONEY | Shares | $1.5M | 13K |
| Schwab Strategic Tr | SCHD | Shares | $1.5M | 49K |
| Wec Energy Group Inc | WEC | Shares | $1.5M | 13K |
| Owens Corning New | OC | Shares | $1.5M | 14K |
| Zoetis Inc | ZTS | Shares | $1.5M | 12K |
| Nike Inc | NKE | Shares | $1.4M | 26K |
| Spdr S&P 500 Etf Tr | SPY | Shares | $1.3M | 2K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.