PRECEDENT WEALTH PARTNERS, LLC

Filed: 4/17/2025ACC: 0002008666-25-000002

📋 What this filing means

PRECEDENT WEALTH PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 155 equity positions with a total reported market value of $360.22M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

155

Positions

$360.22M

Total AUM (reported)

6.16M

Total Shares

Allocation by class

COM$76.21M21.2%

TOTAL STK MKT$22.94M6.4%

FT VEST US$17.46M4.8%

US MIDCAP DIVID$13.25M3.7%

VAN FTSE DEV MKT$12.39M3.4%

CORE S&P500 ETF$12.22M3.4%

S&P DIVID ETF$10.39M2.9%

Portfolio Concentration

Top 3$48.58M13.5%

4–10$68.64M19.1%

11–25$79.60M22.1%

Rest$163.40M45.4%

Top 3 weight

13.5%

Top 10 weight

32.5%

Voting Authority Distribution

Total shares with voting rights: 6.16M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

6.16M

% of voting shares100.0%

Investment Discretion (by position count)

Sole155

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings155

Rows:

VANGUARD INDEX FDS

SOLE

TOTAL STK MKT

Shares83.45K

TypeSH

Market value$22.94M

6.37%

Sole

0.00

Shared

0.00

None

83.45K

WISDOMTREE TR

SOLE

US MIDCAP DIVID

Shares267.65K

TypeSH

Market value$13.25M

3.68%

Sole

0.00

Shared

0.00

None

267.65K

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares243.75K

TypeSH

Market value$12.39M

3.44%

Sole

0.00

Shared

0.00

None

243.75K

ISHARES TR

SOLE

CORE S&P500 ETF

Shares21.75K

TypeSH

Market value$12.22M

3.39%

Sole

0.00

Shared

0.00

None

21.75K

SPDR SER TR

SOLE

S&P DIVID ETF

Shares76.56K

TypeSH

Market value$10.39M

2.88%

Sole

0.00

Shared

0.00

None

76.56K

INVESCO EXCHANGE TRADED FD T

SOLE

S&P 500 TOP 50

Shares221.82K

TypeSH

Market value$10.21M

2.83%

Sole

0.00

Shared

0.00

None

221.82K

FIRST TR EXCHNG TRADED FD VI

SOLE

FT VEST US

Shares236.82K

TypeSH

Market value$9.98M

2.77%

Sole

0.00

Shared

0.00

None

236.82K

ISHARES TR

SOLE

MSCI EAFE ETF

Shares119.86K

TypeSH

Market value$9.80M

2.72%

Sole

0.00

Shared

0.00

None

119.86K

ISHARES TR

SOLE

CORE S&P MCP ETF

Shares146.76K

TypeSH

Market value$8.56M

2.38%

Sole

0.00

Shared

0.00

None

146.76K

FIRST TR EXCHNG TRADED FD VI

SOLE

FT VEST US

Shares197.05K

TypeSH

Market value$7.48M

2.08%

Sole

0.00

Shared

0.00

None

197.05K

FIRST TR EXCHNG TRADED FD VI

SOLE

FT VEST US EQUIT

Shares237.10K

TypeSH

Market value$7.25M

2.01%

Sole

0.00

Shared

0.00

None

237.10K

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares13.13K

TypeSH

Market value$6.75M

1.87%

Sole

0.00

Shared

0.00

None

13.13K

FIRST TR EXCHANGE-TRADED FD

SOLE

SMID RISNG ETF

Shares200.26K

TypeSH

Market value$6.71M

1.86%

Sole

0.00

Shared

0.00

None

200.26K

INVESCO EXCHANGE TRADED FD T

SOLE

S&P MDCP QUALITY

Shares73.09K

TypeSH

Market value$6.69M

1.86%

Sole

0.00

Shared

0.00

None

73.09K

FIRST TR EXCHNG TRADED FD VI

SOLE

FT VEST U.S.

Shares162.70K

TypeSH

Market value$6.31M

1.75%

Sole

0.00

Shared

0.00

None

162.70K

WISDOMTREE TR

SOLE

US HIGH DIVIDEND

Shares62.26K

TypeSH

Market value$6.17M

1.71%

Sole

0.00

Shared

0.00

None

62.26K

EXXON MOBIL CORP

SOLE

COM

Shares48.77K

TypeSH

Market value$5.80M

1.61%

Sole

0.00

Shared

0.00

None

48.77K

ISHARES TR

SOLE

NATIONAL MUN ETF

Shares54.45K

TypeSH

Market value$5.74M

1.59%

Sole

0.00

Shared

0.00

None

54.45K

APPLE INC

SOLE

COM

Shares21.73K

TypeSH

Market value$4.83M

1.34%

Sole

0.00

Shared

0.00

None

21.73K

INVESCO EXCHANGE TRADED FD T

SOLE

S&P500 EQL WGT

Shares27.27K

TypeSH

Market value$4.72M

1.31%

Sole

0.00

Shared

0.00

None

27.27K

ISHARES TR

SOLE

RUS 1000 ETF

Shares13.93K

TypeSH

Market value$4.27M

1.19%

Sole

0.00

Shared

0.00

None

13.93K

INVESCO EXCHANGE TRADED FD T

SOLE

FTSE RAFI 1000

Shares103.82K

TypeSH

Market value$4.20M

1.16%

Sole

0.00

Shared

0.00

None

103.82K

VANGUARD WHITEHALL FDS

SOLE

INTL HIGH ETF

Shares48.19K

TypeSH

Market value$3.55M

0.99%

Sole

0.00

Shared

0.00

None

48.19K

MICROSOFT CORP

SOLE

COM

Shares9.12K

TypeSH

Market value$3.42M

0.95%

Sole

0.00

Shared

0.00

None

9.12K

FIRST TR EXCHANGE-TRADED FD

SOLE

RBA INDL ETF

Shares46.61K

TypeSH

Market value$3.18M

0.88%

Sole

0.00

Shared

0.00

None

46.61K

Issuer	Class	Shares	Type	Value / Portfolio %	None
VANGUARD INDEX FDSSOLE	TOTAL STK MKT	83.45K	SH	$22.94M 6.37%	83.45K
WISDOMTREE TRSOLE	US MIDCAP DIVID	267.65K	SH	$13.25M 3.68%	267.65K
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	243.75K	SH	$12.39M 3.44%	243.75K
ISHARES TRSOLE	CORE S&P500 ETF	21.75K	SH	$12.22M 3.39%	21.75K
SPDR SER TRSOLE	S&P DIVID ETF	76.56K	SH	$10.39M 2.88%	76.56K
INVESCO EXCHANGE TRADED FD TSOLE	S&P 500 TOP 50	221.82K	SH	$10.21M 2.83%	221.82K
FIRST TR EXCHNG TRADED FD VISOLE	FT VEST US	236.82K	SH	$9.98M 2.77%	236.82K
ISHARES TRSOLE	MSCI EAFE ETF	119.86K	SH	$9.80M 2.72%	119.86K
ISHARES TRSOLE	CORE S&P MCP ETF	146.76K	SH	$8.56M 2.38%	146.76K
FIRST TR EXCHNG TRADED FD VISOLE	FT VEST US	197.05K	SH	$7.48M 2.08%	197.05K
FIRST TR EXCHNG TRADED FD VISOLE	FT VEST US EQUIT	237.10K	SH	$7.25M 2.01%	237.10K
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	13.13K	SH	$6.75M 1.87%	13.13K
FIRST TR EXCHANGE-TRADED FDSOLE	SMID RISNG ETF	200.26K	SH	$6.71M 1.86%	200.26K
INVESCO EXCHANGE TRADED FD TSOLE	S&P MDCP QUALITY	73.09K	SH	$6.69M 1.86%	73.09K
FIRST TR EXCHNG TRADED FD VISOLE	FT VEST U.S.	162.70K	SH	$6.31M 1.75%	162.70K
WISDOMTREE TRSOLE	US HIGH DIVIDEND	62.26K	SH	$6.17M 1.71%	62.26K
EXXON MOBIL CORPSOLE	COM	48.77K	SH	$5.80M 1.61%	48.77K
ISHARES TRSOLE	NATIONAL MUN ETF	54.45K	SH	$5.74M 1.59%	54.45K
APPLE INCSOLE	COM	21.73K	SH	$4.83M 1.34%	21.73K
INVESCO EXCHANGE TRADED FD TSOLE	S&P500 EQL WGT	27.27K	SH	$4.72M 1.31%	27.27K
ISHARES TRSOLE	RUS 1000 ETF	13.93K	SH	$4.27M 1.19%	13.93K
INVESCO EXCHANGE TRADED FD TSOLE	FTSE RAFI 1000	103.82K	SH	$4.20M 1.16%	103.82K
VANGUARD WHITEHALL FDSSOLE	INTL HIGH ETF	48.19K	SH	$3.55M 0.99%	48.19K
MICROSOFT CORPSOLE	COM	9.12K	SH	$3.42M 0.95%	9.12K
FIRST TR EXCHANGE-TRADED FDSOLE	RBA INDL ETF	46.61K	SH	$3.18M 0.88%	46.61K

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