PRECEDENT WEALTH PARTNERS, LLC

Est. AUM

$492.5M

13F long equity, this entity only

Positions

164

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$32.5M	506968	6.60%	SOLE
2	VANGUARD INDEX FDS	TOTAL STK MKT	$26.0M	81162	5.29%	SOLE
3	FIRST TR EXCHNG TRADED FD VI	FT VEST US EQUIT	$17.7M	541614	3.59%	SOLE
4	VANGUARD INDEX FDS	S&P 500 ETF SHS	$13.1M	21988	2.67%	SOLE
5	ISHARES TR	CORE S&P500 ETF	$13.1M	20041	2.66%	SOLE
6	WISDOMTREE TR	US MIDCAP DIVID	$12.1M	231191	2.47%	SOLE
7	ISHARES TR	MSCI EAFE ETF	$11.9M	122767	2.42%	SOLE
8	FIRST TR EXCHANGE-TRADED FD	SMID RISNG ETF	$11.6M	293256	2.35%	SOLE
9	INVESCO EXCHANGE TRADED FD T	S&P MDCP QUALITY	$11.2M	108561	2.28%	SOLE
10	WISDOMTREE TR	JAPN HEDGE EQT	$11.1M	70286	2.26%	SOLE
11	FIRST TR EXCHANGE-TRADED FD	RBA INDL ETF	$11.0M	99086	2.23%	SOLE
12	INVESCO EXCHANGE TRADED FD T	S&P 500 TOP 50	$9.6M	175102	1.94%	SOLE
13	SPDR SER TR	S&P DIVID ETF	$9.3M	63587	1.88%	SOLE
14	ISHARES TR	CORE S&P MCP ETF	$8.5M	126376	1.73%	SOLE
15	VANGUARD WHITEHALL FDS	INTL HIGH ETF	$8.4M	89581	1.71%	SOLE
16	FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$7.0M	335452	1.42%	SOLE
17	LAM RESEARCH CORP	COM NEW	$6.8M	31715	1.38%	SOLE
18	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$6.1M	31716	1.24%	SOLE
19	APPLE INC	COM	$6.0M	23773	1.22%	SOLE
20	WISDOMTREE TR	US HIGH DIVIDEND	$6.0M	54777	1.21%	SOLE
21	EXXON MOBIL CORP	COM	$5.9M	34927	1.20%	SOLE
22	BROADCOM INC	COM	$5.9M	19090	1.20%	SOLE
23	ISHARES TR	NATIONAL MUN ETF	$5.8M	54305	1.17%	SOLE
24	VANGUARD SCOTTSDALE FDS	VNG RUS1000IDX	$5.3M	18119	1.09%	SOLE
25	FIRST TR EXCHNG TRADED FD VI	FT VEST US	$5.3M	124440	1.07%	SOLE
26	INVESCO EXCHANGE TRADED FD T	FTSE RAFI 1000	$4.8M	100137	0.97%	SOLE
27	INVESCO EXCH TRD SLF IDX FD	BULLETSHS 31 MUN	$4.2M	201991	0.86%	SOLE
28	INVESCO EXCH TRD SLF IDX FD	BULSHS 2027 MUNI	$4.1M	171911	0.83%	SOLE
29	INVESCO EXCH TRD SLF IDX FD	INVSC 30 MUNI BD	$4.1M	186295	0.83%	SOLE
30	INVESCO EXCH TRD SLF IDX FD	BULLETSHS 32 MUN	$4.0M	161355	0.81%	SOLE
31	INVESCO EXCH TRD SLF IDX FD	BULSHS 2028 MUNI	$3.9M	168022	0.80%	SOLE
32	MICROSOFT CORP	COM	$3.9M	10570	0.79%	SOLE
33	INVESCO EXCH TRD SLF IDX FD	BULSHS 2029 MUNI	$3.8M	166299	0.78%	SOLE
34	JPMORGAN CHASE & CO	COM	$3.8M	12933	0.77%	SOLE
35	FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$3.7M	133733	0.76%	SOLE
36	INVESCO EXCH TRD SLF IDX FD	INVESCO BULLETSH	$3.7M	144742	0.75%	SOLE
37	SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$3.6M	5880	0.74%	SOLE
38	ISHARES TR	IBONDS DEC 29	$3.5M	152340	0.72%	SOLE
39	ISHARES TR	IBDS DEC28 ETF	$3.5M	139779	0.72%	SOLE
40	ISHARES TR	IBONDS 27 ETF	$3.5M	145628	0.72%	SOLE
41	ISHARES TR	IBONDS DEC 2032	$3.5M	137642	0.71%	SOLE
42	ISHARES TR	IBONDS DEC2026	$3.5M	142738	0.70%	SOLE
43	ISHARES TR	RUS 1000 ETF	$3.4M	9633	0.70%	SOLE
44	WILLIAMS SONOMA INC	COM	$3.3M	18252	0.68%	SOLE
45	ISHARES TR	IBONDS DEC 2033	$3.3M	128541	0.67%	SOLE
46	SPDR SER TR	PORTFOLIO AGRGTE	$3.2M	126247	0.66%	SOLE
47	CHEVRON CORP NEW	COM	$3.2M	15487	0.65%	SOLE
48	FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$3.2M	66686	0.65%	SOLE
49	CATERPILLAR INC	COM	$3.2M	4451	0.64%	SOLE
50	JOHNSON & JOHNSON	COM	$3.1M	12840	0.64%	SOLE

1–50 of 164

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.