Filed: 1/7/2026ACC: 0002008666-26-000001
📋 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 $476.83M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
171
Positions
$476.83M
Total AUM (reported)
7.33M
Total Shares
Allocation by class
COM$106.19M22.3%
VAN FTSE DEV MKT$28.47M6.0%
TOTAL STK MKT$27.21M5.7%
S&P 500 ETF SHS$13.03M2.7%
US MIDCAP DIVID$12.97M2.7%
CORE S&P500 ETF$12.80M2.7%
FT VEST US EQUIT$12.51M2.6%
Portfolio Concentration
Top 3$68.71M14.4%
4–10$78.92M16.6%
11–25$99.56M20.9%
Rest$229.63M48.2%
Top 3 weight
14.4%
Top 10 weight
31.0%
Voting Authority Distribution
Total shares with voting rights: 7.33M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
7.33M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole171
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings171
Rows:
VANGUARD TAX-MANAGED FDS
SOLEShares455.71K
TypeSH
Market value$28.47M
5.97%
Sole
0.00
Shared
0.00
None
455.71K
VANGUARD INDEX FDS
SOLEShares81.16K
TypeSH
Market value$27.21M
5.71%
Sole
0.00
Shared
0.00
None
81.16K
VANGUARD INDEX FDS
SOLEShares20.78K
TypeSH
Market value$13.03M
2.73%
Sole
0.00
Shared
0.00
None
20.78K
WISDOMTREE TR
SOLEShares251.33K
TypeSH
Market value$12.97M
2.72%
Sole
0.00
Shared
0.00
None
251.33K
ISHARES TR
SOLEShares18.69K
TypeSH
Market value$12.80M
2.69%
Sole
0.00
Shared
0.00
None
18.69K
INVESCO EXCHANGE TRADED FD T
SOLEShares201.09K
TypeSH
Market value$11.92M
2.50%
Sole
0.00
Shared
0.00
None
201.09K
ISHARES TR
SOLEShares120.76K
TypeSH
Market value$11.60M
2.43%
Sole
0.00
Shared
0.00
None
120.76K
SPDR SER TR
SOLEShares71.74K
TypeSH
Market value$9.98M
2.09%
Sole
0.00
Shared
0.00
None
71.74K
FIRST TR EXCHANGE-TRADED FD
SOLEShares257.59K
TypeSH
Market value$9.87M
2.07%
Sole
0.00
Shared
0.00
None
257.59K
FIRST TR EXCHNG TRADED FD VI
SOLEShares297.76K
TypeSH
Market value$9.78M
2.05%
Sole
0.00
Shared
0.00
None
297.76K
INVESCO EXCHANGE TRADED FD T
SOLEShares95.28K
TypeSH
Market value$9.76M
2.05%
Sole
0.00
Shared
0.00
None
95.28K
ISHARES TR
SOLEShares125.40K
TypeSH
Market value$8.28M
1.74%
Sole
0.00
Shared
0.00
None
125.40K
WISDOMTREE TR
SOLEShares57.15K
TypeSH
Market value$8.24M
1.73%
Sole
0.00
Shared
0.00
None
57.15K
FIRST TR EXCHANGE-TRADED FD
SOLEShares83.32K
TypeSH
Market value$8.19M
1.72%
Sole
0.00
Shared
0.00
None
83.32K
FIRST TR EXCHNG TRADED FD VI
SOLEShares180.54K
TypeSH
Market value$7.84M
1.64%
Sole
0.00
Shared
0.00
None
180.54K
VANGUARD WHITEHALL FDS
SOLEShares74.76K
TypeSH
Market value$6.73M
1.41%
Sole
0.00
Shared
0.00
None
74.76K
BROADCOM INC
SOLEShares18.99K
TypeSH
Market value$6.57M
1.38%
Sole
0.00
Shared
0.00
None
18.99K
APPLE INC
SOLEShares23.46K
TypeSH
Market value$6.38M
1.34%
Sole
0.00
Shared
0.00
None
23.46K
WISDOMTREE TR
SOLEShares59.01K
TypeSH
Market value$6.01M
1.26%
Sole
0.00
Shared
0.00
None
59.01K
INVESCO EXCHANGE TRADED FD T
SOLEShares30.99K
TypeSH
Market value$5.94M
1.24%
Sole
0.00
Shared
0.00
None
30.99K
LAM RESEARCH CORP
SOLEShares32.11K
TypeSH
Market value$5.50M
1.15%
Sole
0.00
Shared
0.00
None
32.11K
ISHARES TR
SOLEShares48.97K
TypeSH
Market value$5.24M
1.10%
Sole
0.00
Shared
0.00
None
48.97K
FIRST TR EXCHNG TRADED FD VI
SOLEShares113.88K
TypeSH
Market value$5.15M
1.08%
Sole
0.00
Shared
0.00
None
113.88K
MICROSOFT CORP
SOLEShares10.36K
TypeSH
Market value$5.01M
1.05%
Sole
0.00
Shared
0.00
None
10.36K
VANGUARD SCOTTSDALE FDS
SOLEShares15.30K
TypeSH
Market value$4.73M
0.99%
Sole
0.00
Shared
0.00
None
15.30K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 455.71K | SH | $28.47M 5.97% | 0.00 | 0.00 | 455.71K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 81.16K | SH | $27.21M 5.71% | 0.00 | 0.00 | 81.16K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 20.78K | SH | $13.03M 2.73% | 0.00 | 0.00 | 20.78K |
WISDOMTREE TRSOLE | US MIDCAP DIVID | 251.33K | SH | $12.97M 2.72% | 0.00 | 0.00 | 251.33K |
ISHARES TRSOLE | CORE S&P500 ETF | 18.69K | SH | $12.80M 2.69% | 0.00 | 0.00 | 18.69K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P 500 TOP 50 | 201.09K | SH | $11.92M 2.50% | 0.00 | 0.00 | 201.09K |
ISHARES TRSOLE | MSCI EAFE ETF | 120.76K | SH | $11.60M 2.43% | 0.00 | 0.00 | 120.76K |
SPDR SER TRSOLE | S&P DIVID ETF | 71.74K | SH | $9.98M 2.09% | 0.00 | 0.00 | 71.74K |
FIRST TR EXCHANGE-TRADED FDSOLE | SMID RISNG ETF | 257.59K | SH | $9.87M 2.07% | 0.00 | 0.00 | 257.59K |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST US EQUIT | 297.76K | SH | $9.78M 2.05% | 0.00 | 0.00 | 297.76K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P MDCP QUALITY | 95.28K | SH | $9.76M 2.05% | 0.00 | 0.00 | 95.28K |
ISHARES TRSOLE | CORE S&P MCP ETF | 125.40K | SH | $8.28M 1.74% | 0.00 | 0.00 | 125.40K |
WISDOMTREE TRSOLE | JAPN HEDGE EQT | 57.15K | SH | $8.24M 1.73% | 0.00 | 0.00 | 57.15K |
FIRST TR EXCHANGE-TRADED FDSOLE | RBA INDL ETF | 83.32K | SH | $8.19M 1.72% | 0.00 | 0.00 | 83.32K |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST US | 180.54K | SH | $7.84M 1.64% | 0.00 | 0.00 | 180.54K |
VANGUARD WHITEHALL FDSSOLE | INTL HIGH ETF | 74.76K | SH | $6.73M 1.41% | 0.00 | 0.00 | 74.76K |
BROADCOM INCSOLE | COM | 18.99K | SH | $6.57M 1.38% | 0.00 | 0.00 | 18.99K |
APPLE INCSOLE | COM | 23.46K | SH | $6.38M 1.34% | 0.00 | 0.00 | 23.46K |
WISDOMTREE TRSOLE | US HIGH DIVIDEND | 59.01K | SH | $6.01M 1.26% | 0.00 | 0.00 | 59.01K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 30.99K | SH | $5.94M 1.24% | 0.00 | 0.00 | 30.99K |
LAM RESEARCH CORPSOLE | COM NEW | 32.11K | SH | $5.50M 1.15% | 0.00 | 0.00 | 32.11K |
ISHARES TRSOLE | NATIONAL MUN ETF | 48.97K | SH | $5.24M 1.10% | 0.00 | 0.00 | 48.97K |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST US EQT | 113.88K | SH | $5.15M 1.08% | 0.00 | 0.00 | 113.88K |
MICROSOFT CORPSOLE | COM | 10.36K | SH | $5.01M 1.05% | 0.00 | 0.00 | 10.36K |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS1000IDX | 15.30K | SH | $4.73M 0.99% | 0.00 | 0.00 | 15.30K |
Page 1 of 7
…