Precedent Wealth Partners, LLC Top Holdings and 13F Report (2026)

About Precedent Wealth Partners, LLC

Investment Activity

Precedent Wealth Partners, LLC has $499.60 million in total holdings as of March 31, 2026.
Precedent Wealth Partners, LLC owns shares of 166 different stocks, but just 65 companies or ETFs make up 80% of its holdings.
Approximately 10.39% of the portfolio was purchased this quarter.
About 6.60% of the portfolio was sold this quarter.
This quarter, Precedent Wealth Partners, LLC has purchased 171 new stocks and bought additional shares in 95 stocks.
Precedent Wealth Partners, LLC sold shares of 51 stocks and completely divested from 12 stocks this quarter.

Largest Holdings

Vanguard FTSE Developed Markets ETF: $32,486,541
Vanguard Total Stock Market ETF: $26,037,870
FIRST TR EXCHNG TRADED FD VI: $17,693,446
Vanguard S&P 500 ETF: $13,139,431
iShares Core S&P 500 ETF: $13,091,626

Largest New Holdings this Quarter

464287515 - iShares Expanded Tech-Software Sector ETF: $2,213,142 Holding
33738R506 - First Trust Rising Dividend Achievers ETF: $1,070,698 Holding
82509L107 - SHOPIFY INC: $600,098 Holding
001055102 - Aflac: $426,223 Holding
00206R102 - AT&T: $364,549 Holding

Largest Purchases this Quarter

FIRST TR EXCHNG TRADED FD VI: 243,849 shares (about $7.97M)
FIRST TR EXCHNG TRADED FD VI: 321,985 shares (about $6.70M)
Vanguard FTSE Developed Markets ETF: 51,256 shares (about $3.28M)
Fidelity National Information Services: 48,631 shares (about $2.28M)
iShares Expanded Tech-Software Sector ETF: 27,647 shares (about $2.21M)

Largest Sales this Quarter

FIRST TR EXCHNG TRADED FD VI: 74,083 shares (about $2.43M)
FT Vest U.S. Equity Deep Buffer ETF - January: 56,105 shares (about $2.39M)
FT Vest U.S. Equity Deep Buffer ETF - February: 49,326 shares (about $2.34M)
Vanguard Value ETF: 8,686 shares (about $1.70M)
Invesco S&P 500 Top 50 ETF: 25,983 shares (about $1.42M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
VEA Vanguard FTSE Developed Markets ETF	$32,486,541	$3,284,488 â–²	11.2%	506,968	6.5%	ETF
VTI Vanguard Total Stock Market ETF	$26,037,870	$321 â–¼	0.0%	81,162	5.2%	ETF
FIRST TR EXCHNG TRADED FD VI	$17,693,446	$7,966,059 â–²	81.9%	541,614	3.5%	FT VEST US EQUIT
VOO Vanguard S&P 500 ETF	$13,139,431	$720,673 â–²	5.8%	21,988	2.6%	ETF
IVV iShares Core S&P 500 ETF	$13,091,626	$880,570 â–²	7.2%	20,041	2.6%	ETF
DON WisdomTree U.S. MidCap Dividend Fund	$12,146,781	$1,058,314 â–¼	-8.0%	231,191	2.4%	Finance
EFA iShares MSCI EAFE ETF	$11,924,402	$195,038 â–²	1.7%	122,767	2.4%	Finance
SDVY First Trust SMID Cap Rising Dividend Achievers ETF	$11,563,107	$1,406,431 â–²	13.8%	293,256	2.3%	ETF
XMHQ Invesco S&P MidCap Quality ETF	$11,222,010	$1,373,071 â–²	13.9%	108,561	2.2%	ETF
DXJ WisdomTree Japan Hedged Equity Fund	$11,146,008	$2,082,958 â–²	23.0%	70,286	2.2%	Finance
AIRR First Trust RBA American Industrial Renaissance ETF	$10,976,752	$1,746,337 â–²	18.9%	99,086	2.2%	Manufacturing
XLG Invesco S&P 500 Top 50 ETF	$9,551,827	$1,417,375 â–¼	-12.9%	175,102	1.9%	ETF
SDY SPDR S&P Dividend ETF	$9,279,953	$1,189,419 â–¼	-11.4%	63,587	1.9%	ETF
IJH iShares Core S&P Mid-Cap ETF	$8,534,199	$65,707 â–²	0.8%	126,376	1.7%	ETF
VYMI Vanguard International High Dividend Yield ETF	$8,442,137	$1,396,358 â–²	19.8%	89,581	1.7%	ETF
FIRST TR EXCHNG TRADED FD VI	$6,984,816	$6,704,405 â–²	2,390.9%	335,452	1.4%	FT VEST LADDERED
LAM RESEARCH CORP	$6,776,387	$84,611 â–¼	-1.2%	31,715	1.4%	COM NEW
RSP Invesco S&P 500 Equal Weight ETF	$6,086,992	$139,527 â–²	2.3%	31,716	1.2%	ETF
AAPL Apple	$6,033,391	$79,437 â–²	1.3%	23,773	1.2%	Computer and Technology
DHS WisdomTree U.S. High Dividend Fund	$5,982,834	$462,117 â–¼	-7.2%	54,777	1.2%	Finance
XOM ExxonMobil	$5,925,742	$161,347 â–¼	-2.7%	34,927	1.2%	Energy
AVGO Broadcom	$5,908,633	$30,023 â–²	0.5%	19,090	1.2%	Computer and Technology
MUB iShares National Muni Bond ETF	$5,764,475	$566,841 â–²	10.9%	54,305	1.2%	ETF
VONE Vanguard Russell 1000 ETF	$5,347,489	$831,091 â–²	18.4%	18,119	1.1%	ETF
DJAN FT Vest U.S. Equity Deep Buffer ETF - January	$5,292,433	$2,386,146 â–¼	-31.1%	124,440	1.1%	ETF
PRF Invesco RAFI US 1000 ETF	$4,759,516	$427,961 â–²	9.9%	100,137	1.0%	ETF
BSMV Invesco BulletShares 2031 Municipal Bond ETF	$4,217,632	$252,109 â–²	6.4%	201,991	0.8%	ETF
BSMR Invesco BulletShares 2027 Municipal Bond ETF	$4,066,382	$331,582 â–²	8.9%	171,911	0.8%	ETF
BSMU Invesco BulletShares 2030 Municipal Bond ETF	$4,063,727	$235,236 â–²	6.1%	186,295	0.8%	Manufacturing
BSMW Invesco BulletShares 2032 Municipal Bond ETF	$4,010,284	$289,298 â–²	7.8%	161,355	0.8%	ETF
BSMS Invesco BulletShares 2028 Municipal Bond ETF	$3,930,908	$232,923 â–²	6.3%	168,022	0.8%	ETF
MSFT Microsoft	$3,912,719	$78,476 â–²	2.0%	10,570	0.8%	Computer and Technology
BSMT Invesco BulletShares 2029 Municipal Bond ETF	$3,828,834	$295,902 â–²	8.4%	166,299	0.8%	ETF
JPM JPMorgan Chase & Co.	$3,804,524	$58,540 â–²	1.6%	12,933	0.8%	Finance
BUFD FT Vest Laddered Deep Buffer ETF	$3,744,525	$1,023,456 â–²	37.6%	133,733	0.7%	ETF
INVESCO EXCH TRD SLF IDX FD	$3,679,124	$246,559 â–²	7.2%	144,742	0.7%	INVESCO BULLETSH
MDY SPDR S&P MidCap 400 ETF Trust	$3,626,567	$3,701 â–¼	-0.1%	5,880	0.7%	ETF
IBDW iShares iBonds Dec 2031 Term Corporate ETF	$3,566,682	$141,550 â–²	4.1%	170,410	0.7%	ETF
IBDV iShares iBonds Dec 2030 Term Corporate ETF	$3,552,736	$142,570 â–²	4.2%	162,299	0.7%	ETF
IBDU iShares iBonds Dec 2029 Term Corporate ETF	$3,543,446	$140,677 â–²	4.1%	152,340	0.7%	ETF
IBDT iShares iBonds Dec 2028 Term Corporate ETF	$3,540,610	$142,836 â–²	4.2%	139,779	0.7%	ETF
IBDS iShares iBonds Dec 2027 Term Corporate ETF	$3,530,042	$141,659 â–²	4.2%	145,628	0.7%	ETF
IBDX iShares iBonds Dec 2032 Term Corporate ETF	$3,478,230	$86,929 â–²	2.6%	137,642	0.7%	ETF
IBDR iShares iBonds Dec 2026 Term Corporate ETF	$3,459,991	$100,718 â–²	3.0%	142,738	0.7%	ETF
IWB iShares Russell 1000 ETF	$3,434,747	$118,735 â–¼	-3.3%	9,633	0.7%	ETF
WSM Williams-Sonoma	$3,327,972	$89,162 â–²	2.8%	18,252	0.7%	Retail/Wholesale
IBDY iShares iBonds Dec 2033 Term Corporate ETF	$3,322,796	$168,620 â–²	5.3%	128,541	0.7%	ETF
SPAB SPDR Portfolio Aggregate Bond ETF	$3,234,452	$286,253 â–²	9.7%	126,247	0.6%	ETF
CVX Chevron	$3,204,424	$775,915 â–¼	-19.5%	15,487	0.6%	Energy
DNOV FT Vest U.S. Equity Deep Buffer ETF - November	$3,194,619	$49,726 â–²	1.6%	66,686	0.6%	ETF
CAT Caterpillar	$3,153,487	$27,631 â–²	0.9%	4,451	0.6%	Industrials
JNJ Johnson & Johnson	$3,138,696	$153,757 â–²	5.2%	12,840	0.6%	Medical
BSMQ Invesco BulletShares 2026 Municipal Bond ETF	$2,960,519	$69,103 â–²	2.4%	125,313	0.6%	ETF
KMI Kinder Morgan	$2,901,953	$82,317 â–²	2.9%	86,547	0.6%	Energy
AMGN Amgen	$2,866,344	$72,485 â–²	2.6%	8,146	0.6%	Medical
IWD iShares Russell 1000 Value ETF	$2,815,743	$6,196 â–²	0.2%	13,178	0.6%	ETF
MRK Merck & Co., Inc.	$2,736,600	$93,225 â–²	3.5%	22,750	0.5%	Medical
VYM Vanguard High Dividend Yield ETF	$2,725,743	$47,246 â–²	1.8%	18,404	0.5%	Financial Services
ABBV AbbVie	$2,669,656	$17,400 â–²	0.7%	12,274	0.5%	Medical
MCD McDonald's	$2,625,637	$122,144 â–²	4.9%	8,448	0.5%	Retail/Wholesale
LMT Lockheed Martin	$2,617,396	$61,657 â–²	2.4%	4,330	0.5%	Aerospace
BAC Bank of America	$2,498,745	$56,502 â–²	2.3%	51,256	0.5%	Finance
FIS Fidelity National Information Services	$2,432,615	$2,281,283 â–²	1,507.5%	51,857	0.5%	Business Services
MO Altria Group	$2,397,497	$125,184 â–²	5.5%	36,331	0.5%	Consumer Staples
RSPD Invesco S&P 500 Equal Weight Consumer Discretionary ETF	$2,387,912	$796,024 â–²	50.0%	44,610	0.5%	ETF
KR Kroger	$2,365,907	$109,844 â–²	4.9%	32,696	0.5%	Retail/Wholesale
VTEB Vanguard Tax-Exempt Bond ETF	$2,318,937	$107,862 â–²	4.9%	46,481	0.5%	ETF
FDVV Fidelity High Dividend ETF	$2,306,711	$667,078 â–²	40.7%	41,758	0.5%	ETF
DUK Duke Energy	$2,215,935	$105,278 â–²	5.0%	16,923	0.4%	Utilities
IGV iShares Expanded Tech-Software Sector ETF	$2,213,142	$2,213,142 â–²	New Holding	27,647	0.4%	ETF
BLACKROCK INC	$2,170,051	$70,219 â–²	3.3%	2,256	0.4%	COM
VZ Verizon Communications	$2,141,725	$584,089 â–²	37.5%	42,663	0.4%	Computer and Technology
TGT Target	$2,072,583	$390,882 â–²	23.2%	17,100	0.4%	Retail/Wholesale
FDX FedEx	$2,068,693	$100,799 â–²	5.1%	5,808	0.4%	Transportation
HSY Hershey	$2,007,371	$103,539 â–²	5.4%	9,655	0.4%	Consumer Staples
MET MetLife	$1,977,521	$112,023 â–²	6.0%	27,962	0.4%	Finance
DG Dollar General	$1,954,016	$81,333 â–²	4.3%	16,457	0.4%	Retail/Wholesale
PNC The PNC Financial Services Group	$1,932,382	$68,880 â–²	3.7%	9,286	0.4%	Finance
APD Air Products and Chemicals	$1,907,311	$379,429 â–²	24.8%	6,565	0.4%	Basic Materials
DFEB FT Vest U.S. Equity Deep Buffer ETF - February	$1,903,800	$2,336,572 â–¼	-55.1%	40,190	0.4%	ETF
HD Home Depot	$1,890,484	$157,869 â–²	9.1%	5,748	0.4%	Retail/Wholesale
QCOM Qualcomm	$1,870,734	$95,559 â–²	5.4%	14,526	0.4%	Computer and Technology
ITW Illinois Tool Works	$1,839,801	$124,944 â–²	7.3%	7,068	0.4%	Industrials
AOS A. O. Smith	$1,825,024	$76,952 â–²	4.4%	27,677	0.4%	Industrials
KO CocaCola	$1,785,866	$148,150 â–²	9.0%	23,482	0.4%	Consumer Staples
NVDA NVIDIA	$1,776,758	$55,813 â–¼	-3.0%	10,187	0.4%	Computer and Technology
BUFR FT Vest Laddered Buffer ETF	$1,738,280	$68,925 â–²	4.1%	51,474	0.3%	ETF
KNG FT Vest S&P 500 Dividend Aristocrats Target Income ETF	$1,650,104	$332,008 â–²	25.2%	33,876	0.3%	ETF
CMCSA Comcast	$1,637,508	$462,663 â–²	39.4%	57,036	0.3%	Consumer Discretionary
DDEC FT Vest U.S. Equity Deep Buffer ETF - December	$1,632,869	$1,200,829 â–²	277.9%	36,876	0.3%	ETF
ADP Automatic Data Processing	$1,621,287	$115,414 â–²	7.7%	7,979	0.3%	Computer and Technology
ACN Accenture	$1,619,681	$277,019 â–²	20.6%	8,168	0.3%	Computer and Technology
DVY iShares Select Dividend ETF	$1,562,761	$151,870 â–¼	-8.9%	10,321	0.3%	ETF
ONEY SPDR Russell 1000 Yield Focus ETF	$1,534,716	$7,563 â–¼	-0.5%	12,784	0.3%	ETF
SCHD Schwab US Dividend Equity ETF	$1,504,403	$27,305 â–¼	-1.8%	49,035	0.3%	ETF
WEC WEC Energy Group	$1,500,794	$156,181 â–²	11.6%	12,963	0.3%	Utilities
OC Owens Corning	$1,495,433	$346,748 â–²	30.2%	13,818	0.3%	Construction
ZTS Zoetis	$1,459,652	$302,050 â–²	26.1%	12,347	0.3%	Medical
NKE NIKE	$1,396,924	$334,837 â–²	31.5%	26,446	0.3%	Consumer Discretionary
SPY SPDR S&P 500 ETF Trust	$1,332,745	$6,504 â–¼	-0.5%	2,049	0.3%	Finance

Showing largest 100 holdings. View all holdings.

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Precedent Wealth Partners, LLC Top Holdings and 13F Report (2026)

About Precedent Wealth Partners, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Precedent Wealth Partners, LLC Top Holdings and 13F Report (2026)

About Precedent Wealth Partners, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofPrecedent Wealth Partners, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools