PRECEDENT WEALTH PARTNERS, LLC

Filed: 7/21/2025ACC: 0002008666-25-000004

📋 What this filing means

PRECEDENT WEALTH PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 171 equity positions with a total reported market value of $408.22M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

171

Positions

$408.22M

Total AUM (reported)

6.74M

Total Shares

Allocation by class

COM$88.49M21.7%

TOTAL STK MKT$24.77M6.1%

VAN FTSE DEV MKT$20.35M5.0%

FT VEST US$19.66M4.8%

US MIDCAP DIVID$14.01M3.4%

CORE S&P500 ETF$12.03M2.9%

S&P 500 TOP 50$10.83M2.7%

Portfolio Concentration

Top 3$59.13M14.5%

4–10$72.34M17.7%

11–25$84.94M20.8%

Rest$191.80M47.0%

Top 3 weight

14.5%

Top 10 weight

32.2%

Voting Authority Distribution

Total shares with voting rights: 6.74M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

6.74M

% of voting shares100.0%

Investment Discretion (by position count)

Sole171

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings171

Rows:

VANGUARD INDEX FDS

SOLE

TOTAL STK MKT

Shares81.51K

TypeSH

Market value$24.77M

6.07%

Sole

0.00

Shared

0.00

None

81.51K

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares356.92K

TypeSH

Market value$20.35M

4.98%

Sole

0.00

Shared

0.00

None

356.92K

WISDOMTREE TR

SOLE

US MIDCAP DIVID

Shares279.48K

TypeSH

Market value$14.01M

3.43%

Sole

0.00

Shared

0.00

None

279.48K

ISHARES TR

SOLE

CORE S&P500 ETF

Shares19.38K

TypeSH

Market value$12.03M

2.95%

Sole

0.00

Shared

0.00

None

19.38K

FIRST TR EXCHNG TRADED FD VI

SOLE

FT VEST US

Shares243.66K

TypeSH

Market value$10.88M

2.66%

Sole

0.00

Shared

0.00

None

243.66K

INVESCO EXCHANGE TRADED FD T

SOLE

S&P 500 TOP 50

Shares207.80K

TypeSH

Market value$10.83M

2.65%

Sole

0.00

Shared

0.00

None

207.80K

ISHARES TR

SOLE

MSCI EAFE ETF

Shares119.20K

TypeSH

Market value$10.66M

2.61%

Sole

0.00

Shared

0.00

None

119.20K

SPDR SER TR

SOLE

S&P DIVID ETF

Shares76.37K

TypeSH

Market value$10.37M

2.54%

Sole

0.00

Shared

0.00

None

76.37K

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares15.50K

TypeSH

Market value$8.81M

2.16%

Sole

0.00

Shared

0.00

None

15.50K

FIRST TR EXCHNG TRADED FD VI

SOLE

FT VEST US

Shares217.64K

TypeSH

Market value$8.78M

2.15%

Sole

0.00

Shared

0.00

None

217.64K

ISHARES TR

SOLE

CORE S&P MCP ETF

Shares137.39K

TypeSH

Market value$8.52M

2.09%

Sole

0.00

Shared

0.00

None

137.39K

INVESCO EXCHANGE TRADED FD T

SOLE

S&P MDCP QUALITY

Shares78.74K

TypeSH

Market value$7.74M

1.89%

Sole

0.00

Shared

0.00

None

78.74K

FIRST TR EXCHANGE-TRADED FD

SOLE

SMID RISNG ETF

Shares214.05K

TypeSH

Market value$7.55M

1.85%

Sole

0.00

Shared

0.00

None

214.05K

FIRST TR EXCHNG TRADED FD VI

SOLE

FT VEST US EQUIT

Shares235.42K

TypeSH

Market value$7.42M

1.82%

Sole

0.00

Shared

0.00

None

235.42K

INVESCO EXCHANGE TRADED FD T

SOLE

S&P500 EQL WGT

Shares32.97K

TypeSH

Market value$5.99M

1.47%

Sole

0.00

Shared

0.00

None

32.97K

WISDOMTREE TR

SOLE

US HIGH DIVIDEND

Shares60.05K

TypeSH

Market value$5.76M

1.41%

Sole

0.00

Shared

0.00

None

60.05K

BROADCOM INC

SOLE

COM

Shares19.72K

TypeSH

Market value$5.43M

1.33%

Sole

0.00

Shared

0.00

None

19.72K

ISHARES TR

SOLE

NATIONAL MUN ETF

Shares49.08K

TypeSH

Market value$5.13M

1.26%

Sole

0.00

Shared

0.00

None

49.08K

FIRST TR EXCHNG TRADED FD VI

SOLE

FT VEST US EQT

Shares113.88K

TypeSH

Market value$4.88M

1.19%

Sole

0.00

Shared

0.00

None

113.88K

MICROSOFT CORP

SOLE

COM

Shares9.79K

TypeSH

Market value$4.87M

1.19%

Sole

0.00

Shared

0.00

None

9.79K

APPLE INC

SOLE

COM

Shares22.78K

TypeSH

Market value$4.67M

1.14%

Sole

0.00

Shared

0.00

None

22.78K

VANGUARD WHITEHALL FDS

SOLE

INTL HIGH ETF

Shares56.02K

TypeSH

Market value$4.49M

1.10%

Sole

0.00

Shared

0.00

None

56.02K

INVESCO EXCHANGE TRADED FD T

SOLE

FTSE RAFI 1000

Shares99.91K

TypeSH

Market value$4.22M

1.03%

Sole

0.00

Shared

0.00

None

99.91K

ISHARES TR

SOLE

RUS 1000 ETF

Shares12.22K

TypeSH

Market value$4.15M

1.02%

Sole

0.00

Shared

0.00

None

12.22K

FIRST TR EXCHANGE-TRADED FD

SOLE

RBA INDL ETF

Shares50.50K

TypeSH

Market value$4.11M

1.01%

Sole

0.00

Shared

0.00

None

50.50K

Issuer	Class	Shares	Type	Value / Portfolio %	None
VANGUARD INDEX FDSSOLE	TOTAL STK MKT	81.51K	SH	$24.77M 6.07%	81.51K
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	356.92K	SH	$20.35M 4.98%	356.92K
WISDOMTREE TRSOLE	US MIDCAP DIVID	279.48K	SH	$14.01M 3.43%	279.48K
ISHARES TRSOLE	CORE S&P500 ETF	19.38K	SH	$12.03M 2.95%	19.38K
FIRST TR EXCHNG TRADED FD VISOLE	FT VEST US	243.66K	SH	$10.88M 2.66%	243.66K
INVESCO EXCHANGE TRADED FD TSOLE	S&P 500 TOP 50	207.80K	SH	$10.83M 2.65%	207.80K
ISHARES TRSOLE	MSCI EAFE ETF	119.20K	SH	$10.66M 2.61%	119.20K
SPDR SER TRSOLE	S&P DIVID ETF	76.37K	SH	$10.37M 2.54%	76.37K
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	15.50K	SH	$8.81M 2.16%	15.50K
FIRST TR EXCHNG TRADED FD VISOLE	FT VEST US	217.64K	SH	$8.78M 2.15%	217.64K
ISHARES TRSOLE	CORE S&P MCP ETF	137.39K	SH	$8.52M 2.09%	137.39K
INVESCO EXCHANGE TRADED FD TSOLE	S&P MDCP QUALITY	78.74K	SH	$7.74M 1.89%	78.74K
FIRST TR EXCHANGE-TRADED FDSOLE	SMID RISNG ETF	214.05K	SH	$7.55M 1.85%	214.05K
FIRST TR EXCHNG TRADED FD VISOLE	FT VEST US EQUIT	235.42K	SH	$7.42M 1.82%	235.42K
INVESCO EXCHANGE TRADED FD TSOLE	S&P500 EQL WGT	32.97K	SH	$5.99M 1.47%	32.97K
WISDOMTREE TRSOLE	US HIGH DIVIDEND	60.05K	SH	$5.76M 1.41%	60.05K
BROADCOM INCSOLE	COM	19.72K	SH	$5.43M 1.33%	19.72K
ISHARES TRSOLE	NATIONAL MUN ETF	49.08K	SH	$5.13M 1.26%	49.08K
FIRST TR EXCHNG TRADED FD VISOLE	FT VEST US EQT	113.88K	SH	$4.88M 1.19%	113.88K
MICROSOFT CORPSOLE	COM	9.79K	SH	$4.87M 1.19%	9.79K
APPLE INCSOLE	COM	22.78K	SH	$4.67M 1.14%	22.78K
VANGUARD WHITEHALL FDSSOLE	INTL HIGH ETF	56.02K	SH	$4.49M 1.10%	56.02K
INVESCO EXCHANGE TRADED FD TSOLE	FTSE RAFI 1000	99.91K	SH	$4.22M 1.03%	99.91K
ISHARES TRSOLE	RUS 1000 ETF	12.22K	SH	$4.15M 1.02%	12.22K
FIRST TR EXCHANGE-TRADED FDSOLE	RBA INDL ETF	50.50K	SH	$4.11M 1.01%	50.50K

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