PRECEDENT WEALTH PARTNERS, LLC

Filed: 10/14/2025ACC: 0002008666-25-000007

📋 What this filing means

PRECEDENT WEALTH PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 168 equity positions with a total reported market value of $454.10M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

168

Positions

$454.10M

Total AUM (reported)

7.07M

Total Shares

Allocation by class

COM$102.57M22.6%

TOTAL STK MKT$26.74M5.9%

VAN FTSE DEV MKT$24.39M5.4%

FT VEST US$19.33M4.3%

US MIDCAP DIVID$14.38M3.2%

CORE S&P500 ETF$12.84M2.8%

S&P 500 TOP 50$12.08M2.7%

Portfolio Concentration

Top 3$65.51M14.4%

4–10$78.26M17.2%

11–25$97.71M21.5%

Rest$212.62M46.8%

Top 3 weight

14.4%

Top 10 weight

31.7%

Voting Authority Distribution

Total shares with voting rights: 7.07M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

7.07M

% of voting shares100.0%

Investment Discretion (by position count)

Sole168

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings168

Rows:

VANGUARD INDEX FDS

SOLE

TOTAL STK MKT

Shares81.47K

TypeSH

Market value$26.74M

5.89%

Sole

0.00

Shared

0.00

None

81.47K

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares407.07K

TypeSH

Market value$24.39M

5.37%

Sole

0.00

Shared

0.00

None

407.07K

WISDOMTREE TR

SOLE

US MIDCAP DIVID

Shares274.94K

TypeSH

Market value$14.38M

3.17%

Sole

0.00

Shared

0.00

None

274.94K

ISHARES TR

SOLE

CORE S&P500 ETF

Shares19.19K

TypeSH

Market value$12.84M

2.83%

Sole

0.00

Shared

0.00

None

19.19K

INVESCO EXCHANGE TRADED FD T

SOLE

S&P 500 TOP 50

Shares209.93K

TypeSH

Market value$12.08M

2.66%

Sole

0.00

Shared

0.00

None

209.93K

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares18.51K

TypeSH

Market value$11.34M

2.50%

Sole

0.00

Shared

0.00

None

18.51K

ISHARES TR

SOLE

MSCI EAFE ETF

Shares120.76K

TypeSH

Market value$11.28M

2.48%

Sole

0.00

Shared

0.00

None

120.76K

SPDR SER TR

SOLE

S&P DIVID ETF

Shares78.67K

TypeSH

Market value$11.02M

2.43%

Sole

0.00

Shared

0.00

None

78.67K

FIRST TR EXCHNG TRADED FD VI

SOLE

FT VEST US

Shares220.23K

TypeSH

Market value$10.25M

2.26%

Sole

0.00

Shared

0.00

None

220.23K

INVESCO EXCHANGE TRADED FD T

SOLE

S&P MDCP QUALITY

Shares90.13K

TypeSH

Market value$9.46M

2.08%

Sole

0.00

Shared

0.00

None

90.13K

FIRST TR EXCHANGE-TRADED FD

SOLE

SMID RISNG ETF

Shares244.73K

TypeSH

Market value$9.30M

2.05%

Sole

0.00

Shared

0.00

None

244.73K

FIRST TR EXCHNG TRADED FD VI

SOLE

FT VEST US

Shares215.46K

TypeSH

Market value$9.08M

2.00%

Sole

0.00

Shared

0.00

None

215.46K

ISHARES TR

SOLE

CORE S&P MCP ETF

Shares130.22K

TypeSH

Market value$8.50M

1.87%

Sole

0.00

Shared

0.00

None

130.22K

FIRST TR EXCHNG TRADED FD VI

SOLE

FT VEST US EQUIT

Shares239.45K

TypeSH

Market value$7.72M

1.70%

Sole

0.00

Shared

0.00

None

239.45K

INVESCO EXCHANGE TRADED FD T

SOLE

S&P500 EQL WGT

Shares37.77K

TypeSH

Market value$7.17M

1.58%

Sole

0.00

Shared

0.00

None

37.77K

BROADCOM INC

SOLE

COM

Shares19.92K

TypeSH

Market value$6.57M

1.45%

Sole

0.00

Shared

0.00

None

19.92K

FIRST TR EXCHANGE-TRADED FD

SOLE

RBA INDL ETF

Shares62.77K

TypeSH

Market value$6.07M

1.34%

Sole

0.00

Shared

0.00

None

62.77K

WISDOMTREE TR

SOLE

US HIGH DIVIDEND

Shares59.98K

TypeSH

Market value$6.04M

1.33%

Sole

0.00

Shared

0.00

None

59.98K

WISDOMTREE TR

SOLE

JAPN HEDGE EQT

Shares46.81K

TypeSH

Market value$5.99M

1.32%

Sole

0.00

Shared

0.00

None

46.81K

APPLE INC

SOLE

COM

Shares22.81K

TypeSH

Market value$5.81M

1.28%

Sole

0.00

Shared

0.00

None

22.81K

VANGUARD WHITEHALL FDS

SOLE

INTL HIGH ETF

Shares63.58K

TypeSH

Market value$5.38M

1.19%

Sole

0.00

Shared

0.00

None

63.58K

ISHARES TR

SOLE

NATIONAL MUN ETF

Shares49.82K

TypeSH

Market value$5.31M

1.17%

Sole

0.00

Shared

0.00

None

49.82K

MICROSOFT CORP

SOLE

COM

Shares10.06K

TypeSH

Market value$5.21M

1.15%

Sole

0.00

Shared

0.00

None

10.06K

FIRST TR EXCHNG TRADED FD VI

SOLE

FT VEST US EQT

Shares113.88K

TypeSH

Market value$5.05M

1.11%

Sole

0.00

Shared

0.00

None

113.88K

LAM RESEARCH CORP

SOLE

COM NEW

Shares33.66K

TypeSH

Market value$4.51M

0.99%

Sole

0.00

Shared

0.00

None

33.66K

Issuer	Class	Shares	Type	Value / Portfolio %	None
VANGUARD INDEX FDSSOLE	TOTAL STK MKT	81.47K	SH	$26.74M 5.89%	81.47K
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	407.07K	SH	$24.39M 5.37%	407.07K
WISDOMTREE TRSOLE	US MIDCAP DIVID	274.94K	SH	$14.38M 3.17%	274.94K
ISHARES TRSOLE	CORE S&P500 ETF	19.19K	SH	$12.84M 2.83%	19.19K
INVESCO EXCHANGE TRADED FD TSOLE	S&P 500 TOP 50	209.93K	SH	$12.08M 2.66%	209.93K
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	18.51K	SH	$11.34M 2.50%	18.51K
ISHARES TRSOLE	MSCI EAFE ETF	120.76K	SH	$11.28M 2.48%	120.76K
SPDR SER TRSOLE	S&P DIVID ETF	78.67K	SH	$11.02M 2.43%	78.67K
FIRST TR EXCHNG TRADED FD VISOLE	FT VEST US	220.23K	SH	$10.25M 2.26%	220.23K
INVESCO EXCHANGE TRADED FD TSOLE	S&P MDCP QUALITY	90.13K	SH	$9.46M 2.08%	90.13K
FIRST TR EXCHANGE-TRADED FDSOLE	SMID RISNG ETF	244.73K	SH	$9.30M 2.05%	244.73K
FIRST TR EXCHNG TRADED FD VISOLE	FT VEST US	215.46K	SH	$9.08M 2.00%	215.46K
ISHARES TRSOLE	CORE S&P MCP ETF	130.22K	SH	$8.50M 1.87%	130.22K
FIRST TR EXCHNG TRADED FD VISOLE	FT VEST US EQUIT	239.45K	SH	$7.72M 1.70%	239.45K
INVESCO EXCHANGE TRADED FD TSOLE	S&P500 EQL WGT	37.77K	SH	$7.17M 1.58%	37.77K
BROADCOM INCSOLE	COM	19.92K	SH	$6.57M 1.45%	19.92K
FIRST TR EXCHANGE-TRADED FDSOLE	RBA INDL ETF	62.77K	SH	$6.07M 1.34%	62.77K
WISDOMTREE TRSOLE	US HIGH DIVIDEND	59.98K	SH	$6.04M 1.33%	59.98K
WISDOMTREE TRSOLE	JAPN HEDGE EQT	46.81K	SH	$5.99M 1.32%	46.81K
APPLE INCSOLE	COM	22.81K	SH	$5.81M 1.28%	22.81K
VANGUARD WHITEHALL FDSSOLE	INTL HIGH ETF	63.58K	SH	$5.38M 1.19%	63.58K
ISHARES TRSOLE	NATIONAL MUN ETF	49.82K	SH	$5.31M 1.17%	49.82K
MICROSOFT CORPSOLE	COM	10.06K	SH	$5.21M 1.15%	10.06K
FIRST TR EXCHNG TRADED FD VISOLE	FT VEST US EQT	113.88K	SH	$5.05M 1.11%	113.88K
LAM RESEARCH CORPSOLE	COM NEW	33.66K	SH	$4.51M 0.99%	33.66K

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