PRECEDENT WEALTH PARTNERS, LLC

Filed: 4/14/2026ACC: 0002008666-26-000003

📋 What this filing means

PRECEDENT WEALTH PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 166 equity positions with a total reported market value of $499.60M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

166

Positions

$499.60M

Total AUM (reported)

7.80M

Total Shares

Allocation by class

COM$114.35M22.9%

VAN FTSE DEV MKT$32.49M6.5%

TOTAL STK MKT$26.04M5.2%

FT VEST US EQUIT$17.97M3.6%

S&P 500 ETF SHS$13.14M2.6%

CORE S&P500 ETF$13.09M2.6%

FT VEST LADDERED$12.47M2.5%

Portfolio Concentration

Top 3$76.22M15.3%

4–10$84.23M16.9%

11–25$106.89M21.4%

Rest$232.26M46.5%

Top 3 weight

15.3%

Top 10 weight

32.1%

Voting Authority Distribution

Total shares with voting rights: 7.80M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

7.80M

% of voting shares100.0%

Investment Discretion (by position count)

Sole166

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings166

Rows:

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares506.97K

TypeSH

Market value$32.49M

6.50%

Sole

0.00

Shared

0.00

None

506.97K

VANGUARD INDEX FDS

SOLE

TOTAL STK MKT

Shares81.16K

TypeSH

Market value$26.04M

5.21%

Sole

0.00

Shared

0.00

None

81.16K

FIRST TR EXCHNG TRADED FD VI

SOLE

FT VEST US EQUIT

Shares541.61K

TypeSH

Market value$17.69M

3.54%

Sole

0.00

Shared

0.00

None

541.61K

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares21.99K

TypeSH

Market value$13.14M

2.63%

Sole

0.00

Shared

0.00

None

21.99K

ISHARES TR

SOLE

CORE S&P500 ETF

Shares20.04K

TypeSH

Market value$13.09M

2.62%

Sole

0.00

Shared

0.00

None

20.04K

WISDOMTREE TR

SOLE

US MIDCAP DIVID

Shares231.19K

TypeSH

Market value$12.15M

2.43%

Sole

0.00

Shared

0.00

None

231.19K

ISHARES TR

SOLE

MSCI EAFE ETF

Shares122.77K

TypeSH

Market value$11.92M

2.39%

Sole

0.00

Shared

0.00

None

122.77K

FIRST TR EXCHANGE-TRADED FD

SOLE

SMID RISNG ETF

Shares293.26K

TypeSH

Market value$11.56M

2.31%

Sole

0.00

Shared

0.00

None

293.26K

INVESCO EXCHANGE TRADED FD T

SOLE

S&P MDCP QUALITY

Shares108.56K

TypeSH

Market value$11.22M

2.25%

Sole

0.00

Shared

0.00

None

108.56K

WISDOMTREE TR

SOLE

JAPN HEDGE EQT

Shares70.29K

TypeSH

Market value$11.15M

2.23%

Sole

0.00

Shared

0.00

None

70.29K

FIRST TR EXCHANGE-TRADED FD

SOLE

RBA INDL ETF

Shares99.09K

TypeSH

Market value$10.98M

2.20%

Sole

0.00

Shared

0.00

None

99.09K

INVESCO EXCHANGE TRADED FD T

SOLE

S&P 500 TOP 50

Shares175.10K

TypeSH

Market value$9.55M

1.91%

Sole

0.00

Shared

0.00

None

175.10K

SPDR SER TR

SOLE

S&P DIVID ETF

Shares63.59K

TypeSH

Market value$9.28M

1.86%

Sole

0.00

Shared

0.00

None

63.59K

ISHARES TR

SOLE

CORE S&P MCP ETF

Shares126.38K

TypeSH

Market value$8.53M

1.71%

Sole

0.00

Shared

0.00

None

126.38K

VANGUARD WHITEHALL FDS

SOLE

INTL HIGH ETF

Shares89.58K

TypeSH

Market value$8.44M

1.69%

Sole

0.00

Shared

0.00

None

89.58K

FIRST TR EXCHNG TRADED FD VI

SOLE

FT VEST LADDERED

Shares335.45K

TypeSH

Market value$6.98M

1.40%

Sole

0.00

Shared

0.00

None

335.45K

LAM RESEARCH CORP

SOLE

COM NEW

Shares31.71K

TypeSH

Market value$6.78M

1.36%

Sole

0.00

Shared

0.00

None

31.71K

INVESCO EXCHANGE TRADED FD T

SOLE

S&P500 EQL WGT

Shares31.72K

TypeSH

Market value$6.09M

1.22%

Sole

0.00

Shared

0.00

None

31.72K

APPLE INC

SOLE

COM

Shares23.77K

TypeSH

Market value$6.03M

1.21%

Sole

0.00

Shared

0.00

None

23.77K

WISDOMTREE TR

SOLE

US HIGH DIVIDEND

Shares54.78K

TypeSH

Market value$5.98M

1.20%

Sole

0.00

Shared

0.00

None

54.78K

EXXON MOBIL CORP

SOLE

COM

Shares34.93K

TypeSH

Market value$5.93M

1.19%

Sole

0.00

Shared

0.00

None

34.93K

BROADCOM INC

SOLE

COM

Shares19.09K

TypeSH

Market value$5.91M

1.18%

Sole

0.00

Shared

0.00

None

19.09K

ISHARES TR

SOLE

NATIONAL MUN ETF

Shares54.30K

TypeSH

Market value$5.76M

1.15%

Sole

0.00

Shared

0.00

None

54.30K

VANGUARD SCOTTSDALE FDS

SOLE

VNG RUS1000IDX

Shares18.12K

TypeSH

Market value$5.35M

1.07%

Sole

0.00

Shared

0.00

None

18.12K

FIRST TR EXCHNG TRADED FD VI

SOLE

FT VEST US

Shares124.44K

TypeSH

Market value$5.29M

1.06%

Sole

0.00

Shared

0.00

None

124.44K

Issuer	Class	Shares	Type	Value / Portfolio %	None
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	506.97K	SH	$32.49M 6.50%	506.97K
VANGUARD INDEX FDSSOLE	TOTAL STK MKT	81.16K	SH	$26.04M 5.21%	81.16K
FIRST TR EXCHNG TRADED FD VISOLE	FT VEST US EQUIT	541.61K	SH	$17.69M 3.54%	541.61K
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	21.99K	SH	$13.14M 2.63%	21.99K
ISHARES TRSOLE	CORE S&P500 ETF	20.04K	SH	$13.09M 2.62%	20.04K
WISDOMTREE TRSOLE	US MIDCAP DIVID	231.19K	SH	$12.15M 2.43%	231.19K
ISHARES TRSOLE	MSCI EAFE ETF	122.77K	SH	$11.92M 2.39%	122.77K
FIRST TR EXCHANGE-TRADED FDSOLE	SMID RISNG ETF	293.26K	SH	$11.56M 2.31%	293.26K
INVESCO EXCHANGE TRADED FD TSOLE	S&P MDCP QUALITY	108.56K	SH	$11.22M 2.25%	108.56K
WISDOMTREE TRSOLE	JAPN HEDGE EQT	70.29K	SH	$11.15M 2.23%	70.29K
FIRST TR EXCHANGE-TRADED FDSOLE	RBA INDL ETF	99.09K	SH	$10.98M 2.20%	99.09K
INVESCO EXCHANGE TRADED FD TSOLE	S&P 500 TOP 50	175.10K	SH	$9.55M 1.91%	175.10K
SPDR SER TRSOLE	S&P DIVID ETF	63.59K	SH	$9.28M 1.86%	63.59K
ISHARES TRSOLE	CORE S&P MCP ETF	126.38K	SH	$8.53M 1.71%	126.38K
VANGUARD WHITEHALL FDSSOLE	INTL HIGH ETF	89.58K	SH	$8.44M 1.69%	89.58K
FIRST TR EXCHNG TRADED FD VISOLE	FT VEST LADDERED	335.45K	SH	$6.98M 1.40%	335.45K
LAM RESEARCH CORPSOLE	COM NEW	31.71K	SH	$6.78M 1.36%	31.71K
INVESCO EXCHANGE TRADED FD TSOLE	S&P500 EQL WGT	31.72K	SH	$6.09M 1.22%	31.72K
APPLE INCSOLE	COM	23.77K	SH	$6.03M 1.21%	23.77K
WISDOMTREE TRSOLE	US HIGH DIVIDEND	54.78K	SH	$5.98M 1.20%	54.78K
EXXON MOBIL CORPSOLE	COM	34.93K	SH	$5.93M 1.19%	34.93K
BROADCOM INCSOLE	COM	19.09K	SH	$5.91M 1.18%	19.09K
ISHARES TRSOLE	NATIONAL MUN ETF	54.30K	SH	$5.76M 1.15%	54.30K
VANGUARD SCOTTSDALE FDSSOLE	VNG RUS1000IDX	18.12K	SH	$5.35M 1.07%	18.12K
FIRST TR EXCHNG TRADED FD VISOLE	FT VEST US	124.44K	SH	$5.29M 1.06%	124.44K

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