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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

FIRST TR EXCHNG TRADED FD VI
$17,693,446

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)
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

Map of 500 Largest Holdings ofPrecedent Wealth Partners, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$32,486,541$3,284,488 11.2%506,9686.5%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$26,037,870$321 0.0%81,1625.2%ETF
FIRST TR EXCHNG TRADED FD VI
$17,693,446$7,966,059 81.9%541,6143.5%FT VEST US EQUIT
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$13,139,431$720,673 5.8%21,9882.6%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$13,091,626$880,570 7.2%20,0412.6%ETF
WisdomTree U.S. MidCap Dividend Fund stock logo
DON
WisdomTree U.S. MidCap Dividend Fund
$12,146,781$1,058,314 -8.0%231,1912.4%Finance
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$11,924,402$195,038 1.7%122,7672.4%Finance
First Trust SMID Cap Rising Dividend Achievers ETF stock logo
SDVY
First Trust SMID Cap Rising Dividend Achievers ETF
$11,563,107$1,406,431 13.8%293,2562.3%ETF
Invesco S&P MidCap Quality ETF stock logo
XMHQ
Invesco S&P MidCap Quality ETF
$11,222,010$1,373,071 13.9%108,5612.2%ETF
WisdomTree Japan Hedged Equity Fund stock logo
DXJ
WisdomTree Japan Hedged Equity Fund
$11,146,008$2,082,958 23.0%70,2862.2%Finance
First Trust RBA American Industrial Renaissance ETF stock logo
AIRR
First Trust RBA American Industrial Renaissance ETF
$10,976,752$1,746,337 18.9%99,0862.2%Manufacturing
Invesco S&P 500 Top 50 ETF stock logo
XLG
Invesco S&P 500 Top 50 ETF
$9,551,827$1,417,375 -12.9%175,1021.9%ETF
SPDR S&P Dividend ETF stock logo
SDY
SPDR S&P Dividend ETF
$9,279,953$1,189,419 -11.4%63,5871.9%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$8,534,199$65,707 0.8%126,3761.7%ETF
Vanguard International High Dividend Yield ETF stock logo
VYMI
Vanguard International High Dividend Yield ETF
$8,442,137$1,396,358 19.8%89,5811.7%ETF
FIRST TR EXCHNG TRADED FD VI
$6,984,816$6,704,405 2,390.9%335,4521.4%FT VEST LADDERED
LAM RESEARCH CORP
$6,776,387$84,611 -1.2%31,7151.4%COM NEW
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$6,086,992$139,527 2.3%31,7161.2%ETF
Apple Inc. stock logo
AAPL
Apple
$6,033,391$79,437 1.3%23,7731.2%Computer and Technology
WisdomTree U.S. High Dividend Fund stock logo
DHS
WisdomTree U.S. High Dividend Fund
$5,982,834$462,117 -7.2%54,7771.2%Finance
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$5,925,742$161,347 -2.7%34,9271.2%Energy
Broadcom Inc. stock logo
AVGO
Broadcom
$5,908,633$30,023 0.5%19,0901.2%Computer and Technology
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$5,764,475$566,841 10.9%54,3051.2%ETF
Vanguard Russell 1000 ETF stock logo
VONE
Vanguard Russell 1000 ETF
$5,347,489$831,091 18.4%18,1191.1%ETF
DJAN
FT Vest U.S. Equity Deep Buffer ETF - January
$5,292,433$2,386,146 -31.1%124,4401.1%ETF
Invesco RAFI US 1000 ETF stock logo
PRF
Invesco RAFI US 1000 ETF
$4,759,516$427,961 9.9%100,1371.0%ETF
Invesco BulletShares 2031 Municipal Bond ETF stock logo
BSMV
Invesco BulletShares 2031 Municipal Bond ETF
$4,217,632$252,109 6.4%201,9910.8%ETF
Invesco BulletShares 2027 Municipal Bond ETF stock logo
BSMR
Invesco BulletShares 2027 Municipal Bond ETF
$4,066,382$331,582 8.9%171,9110.8%ETF
Invesco BulletShares 2030 Municipal Bond ETF stock logo
BSMU
Invesco BulletShares 2030 Municipal Bond ETF
$4,063,727$235,236 6.1%186,2950.8%Manufacturing
Invesco BulletShares 2032 Municipal Bond ETF stock logo
BSMW
Invesco BulletShares 2032 Municipal Bond ETF
$4,010,284$289,298 7.8%161,3550.8%ETF
Invesco BulletShares 2028 Municipal Bond ETF stock logo
BSMS
Invesco BulletShares 2028 Municipal Bond ETF
$3,930,908$232,923 6.3%168,0220.8%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$3,912,719$78,476 2.0%10,5700.8%Computer and Technology
Invesco BulletShares 2029 Municipal Bond ETF stock logo
BSMT
Invesco BulletShares 2029 Municipal Bond ETF
$3,828,834$295,902 8.4%166,2990.8%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$3,804,524$58,540 1.6%12,9330.8%Finance
FT Vest Laddered Deep Buffer ETF stock logo
BUFD
FT Vest Laddered Deep Buffer ETF
$3,744,525$1,023,456 37.6%133,7330.7%ETF
INVESCO EXCH TRD SLF IDX FD
$3,679,124$246,559 7.2%144,7420.7%INVESCO BULLETSH
SPDR S&P MidCap 400 ETF Trust stock logo
MDY
SPDR S&P MidCap 400 ETF Trust
$3,626,567$3,701 -0.1%5,8800.7%ETF
iShares iBonds Dec 2031 Term Corporate ETF stock logo
IBDW
iShares iBonds Dec 2031 Term Corporate ETF
$3,566,682$141,550 4.1%170,4100.7%ETF
iShares iBonds Dec 2030 Term Corporate ETF stock logo
IBDV
iShares iBonds Dec 2030 Term Corporate ETF
$3,552,736$142,570 4.2%162,2990.7%ETF
iShares iBonds Dec 2029 Term Corporate ETF stock logo
IBDU
iShares iBonds Dec 2029 Term Corporate ETF
$3,543,446$140,677 4.1%152,3400.7%ETF
iShares iBonds Dec 2028 Term Corporate ETF stock logo
IBDT
iShares iBonds Dec 2028 Term Corporate ETF
$3,540,610$142,836 4.2%139,7790.7%ETF
iShares iBonds Dec 2027 Term Corporate ETF stock logo
IBDS
iShares iBonds Dec 2027 Term Corporate ETF
$3,530,042$141,659 4.2%145,6280.7%ETF
iShares iBonds Dec 2032 Term Corporate ETF stock logo
IBDX
iShares iBonds Dec 2032 Term Corporate ETF
$3,478,230$86,929 2.6%137,6420.7%ETF
iShares iBonds Dec 2026 Term Corporate ETF stock logo
IBDR
iShares iBonds Dec 2026 Term Corporate ETF
$3,459,991$100,718 3.0%142,7380.7%ETF
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$3,434,747$118,735 -3.3%9,6330.7%ETF
Williams-Sonoma, Inc. stock logo
WSM
Williams-Sonoma
$3,327,972$89,162 2.8%18,2520.7%Retail/Wholesale
iShares iBonds Dec 2033 Term Corporate ETF stock logo
IBDY
iShares iBonds Dec 2033 Term Corporate ETF
$3,322,796$168,620 5.3%128,5410.7%ETF
SPDR Portfolio Aggregate Bond ETF stock logo
SPAB
SPDR Portfolio Aggregate Bond ETF
$3,234,452$286,253 9.7%126,2470.6%ETF
Chevron Corporation stock logo
CVX
Chevron
$3,204,424$775,915 -19.5%15,4870.6%Energy
DNOV
FT Vest U.S. Equity Deep Buffer ETF - November
$3,194,619$49,726 1.6%66,6860.6%ETF
Caterpillar Inc. stock logo
CAT
Caterpillar
$3,153,487$27,631 0.9%4,4510.6%Industrials
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$3,138,696$153,757 5.2%12,8400.6%Medical
Invesco BulletShares 2026 Municipal Bond ETF stock logo
BSMQ
Invesco BulletShares 2026 Municipal Bond ETF
$2,960,519$69,103 2.4%125,3130.6%ETF
Kinder Morgan, Inc. stock logo
KMI
Kinder Morgan
$2,901,953$82,317 2.9%86,5470.6%Energy
Amgen Inc. stock logo
AMGN
Amgen
$2,866,344$72,485 2.6%8,1460.6%Medical
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$2,815,743$6,196 0.2%13,1780.6%ETF
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$2,736,600$93,225 3.5%22,7500.5%Medical
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$2,725,743$47,246 1.8%18,4040.5%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$2,669,656$17,400 0.7%12,2740.5%Medical
McDonald's Corporation stock logo
MCD
McDonald's
$2,625,637$122,144 4.9%8,4480.5%Retail/Wholesale
Lockheed Martin Corporation stock logo
LMT
Lockheed Martin
$2,617,396$61,657 2.4%4,3300.5%Aerospace
Bank of America Corporation stock logo
BAC
Bank of America
$2,498,745$56,502 2.3%51,2560.5%Finance
Fidelity National Information Services, Inc. stock logo
FIS
Fidelity National Information Services
$2,432,615$2,281,283 1,507.5%51,8570.5%Business Services
Altria Group, Inc. stock logo
MO
Altria Group
$2,397,497$125,184 5.5%36,3310.5%Consumer Staples
Invesco S&P 500 Equal Weight Consumer Discretionary ETF stock logo
RSPD
Invesco S&P 500 Equal Weight Consumer Discretionary ETF
$2,387,912$796,024 50.0%44,6100.5%ETF
The Kroger Co. stock logo
KR
Kroger
$2,365,907$109,844 4.9%32,6960.5%Retail/Wholesale
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$2,318,937$107,862 4.9%46,4810.5%ETF
Fidelity High Dividend ETF stock logo
FDVV
Fidelity High Dividend ETF
$2,306,711$667,078 40.7%41,7580.5%ETF
Duke Energy Corporation stock logo
DUK
Duke Energy
$2,215,935$105,278 5.0%16,9230.4%Utilities
iShares Expanded Tech-Software Sector ETF stock logo
IGV
iShares Expanded Tech-Software Sector ETF
$2,213,142$2,213,142 New Holding27,6470.4%ETF
BLACKROCK INC
$2,170,051$70,219 3.3%2,2560.4%COM
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$2,141,725$584,089 37.5%42,6630.4%Computer and Technology
Target Corporation stock logo
TGT
Target
$2,072,583$390,882 23.2%17,1000.4%Retail/Wholesale
FedEx Corporation stock logo
FDX
FedEx
$2,068,693$100,799 5.1%5,8080.4%Transportation
Hershey Company (The) stock logo
HSY
Hershey
$2,007,371$103,539 5.4%9,6550.4%Consumer Staples
MetLife, Inc. stock logo
MET
MetLife
$1,977,521$112,023 6.0%27,9620.4%Finance
Dollar General Corporation stock logo
DG
Dollar General
$1,954,016$81,333 4.3%16,4570.4%Retail/Wholesale
The PNC Financial Services Group, Inc stock logo
PNC
The PNC Financial Services Group
$1,932,382$68,880 3.7%9,2860.4%Finance
Air Products and Chemicals, Inc. stock logo
APD
Air Products and Chemicals
$1,907,311$379,429 24.8%6,5650.4%Basic Materials
DFEB
FT Vest U.S. Equity Deep Buffer ETF - February
$1,903,800$2,336,572 -55.1%40,1900.4%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$1,890,484$157,869 9.1%5,7480.4%Retail/Wholesale
Qualcomm Incorporated stock logo
QCOM
Qualcomm
$1,870,734$95,559 5.4%14,5260.4%Computer and Technology
Illinois Tool Works Inc. stock logo
ITW
Illinois Tool Works
$1,839,801$124,944 7.3%7,0680.4%Industrials
A. O. Smith Corporation stock logo
AOS
A. O. Smith
$1,825,024$76,952 4.4%27,6770.4%Industrials
CocaCola Company (The) stock logo
KO
CocaCola
$1,785,866$148,150 9.0%23,4820.4%Consumer Staples
NVIDIA Corporation stock logo
NVDA
NVIDIA
$1,776,758$55,813 -3.0%10,1870.4%Computer and Technology
FT Vest Laddered Buffer ETF stock logo
BUFR
FT Vest Laddered Buffer ETF
$1,738,280$68,925 4.1%51,4740.3%ETF
FT Vest S&P 500 Dividend Aristocrats Target Income ETF stock logo
KNG
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
$1,650,104$332,008 25.2%33,8760.3%ETF
Comcast Corporation stock logo
CMCSA
Comcast
$1,637,508$462,663 39.4%57,0360.3%Consumer Discretionary
DDEC
FT Vest U.S. Equity Deep Buffer ETF - December
$1,632,869$1,200,829 277.9%36,8760.3%ETF
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$1,621,287$115,414 7.7%7,9790.3%Computer and Technology
Accenture PLC stock logo
ACN
Accenture
$1,619,681$277,019 20.6%8,1680.3%Computer and Technology
iShares Select Dividend ETF stock logo
DVY
iShares Select Dividend ETF
$1,562,761$151,870 -8.9%10,3210.3%ETF
SPDR Russell 1000 Yield Focus ETF stock logo
ONEY
SPDR Russell 1000 Yield Focus ETF
$1,534,716$7,563 -0.5%12,7840.3%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$1,504,403$27,305 -1.8%49,0350.3%ETF
WEC Energy Group, Inc. stock logo
WEC
WEC Energy Group
$1,500,794$156,181 11.6%12,9630.3%Utilities
Owens Corning Inc stock logo
OC
Owens Corning
$1,495,433$346,748 30.2%13,8180.3%Construction
Zoetis Inc. stock logo
ZTS
Zoetis
$1,459,652$302,050 26.1%12,3470.3%Medical
NIKE, Inc. stock logo
NKE
NIKE
$1,396,924$334,837 31.5%26,4460.3%Consumer Discretionary
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$1,332,745$6,504 -0.5%2,0490.3%Finance

Showing largest 100 holdings. View all holdings.
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