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PRECEDENT WEALTH PARTNERS, LLC 13F holdings

Filed 2026-07-21 · PRECEDENT WEALTH PARTNERS, LLC · 207 positions · $601.4M

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TickerCompanySharesValue% of portfolio
VEAVANGUARD TAX-MANAGED FDS574.1K$40.9M6.8%
VTIVANGUARD INDEX FDS82.7K$30.6M5.1%
VOOVANGUARD INDEX FDS28.6K$19.6M3.3%
AIRRFIRST TR EXCHANGE-TRADED FD111.3K$14.8M2.5%
IVVISHARES TR19.8K$14.8M2.5%
LRCXLAM RESEARCH CORP34.1K$14.8M2.5%
SDVYFIRST TR EXCHANGE-TRADED FD333.5K$14.4M2.4%
—FIRST TR EXCHNG TRADED FD VI403.7K$13.6M2.3%
DXJWISDOMTREE TR76.1K$13.2M2.2%
EFAISHARES TR126.3K$13.1M2.2%
DONWISDOMTREE TR223.4K$12.6M2.1%
XLGINVESCO EXCHANGE TRADED FD T173.4K$10.6M1.8%
SDYSPDR SER TR63.4K$9.6M1.6%
IJHISHARES TR122.8K$9.5M1.6%
VYMIVANGUARD WHITEHALL FDS93.7K$9.2M1.5%
FFSMFIDELITY COVINGTON TRUST217.2K$8.3M1.4%
AVGOBROADCOM INC21.8K$8.2M1.4%
AAPLAPPLE INC26.8K$7.8M1.3%
VONEVANGUARD SCOTTSDALE FDS21.8K$7.4M1.2%
—FIRST TR EXCHNG TRADED FD VI323.3K$6.9M1.2%
RSPINVESCO EXCHANGE TRADED FD T31.2K$6.6M1.1%
DHSWISDOMTREE TR55.0K$6.3M1.0%
MUBISHARES TR56.2K$6.0M1.0%
XMHQINVESCO EXCHANGE TRADED FD T52.5K$5.9M1.0%
BUFDFIRST TR EXCHNG TRADED FD VI198.9K$5.9M1.0%
DJANFIRST TR EXCHNG TRADED FD VI122.2K$5.6M0.9%
CATCATERPILLAR INC4.9K$5.2M0.9%
PRFINVESCO EXCHANGE TRADED FD T95.9K$5.2M0.9%
MSFTMICROSOFT CORP13.2K$4.9M0.8%
JPMJPMORGAN CHASE & CO14.9K$4.9M0.8%
XOMEXXON MOBIL CORP35.2K$4.8M0.8%
WSMWILLIAMS SONOMA INC20.3K$4.7M0.8%
BSMVINVESCO EXCH TRD SLF IDX FD216.0K$4.5M0.8%
BSMRINVESCO EXCH TRD SLF IDX FD190.1K$4.5M0.7%
BSMUINVESCO EXCH TRD SLF IDX FD199.7K$4.4M0.7%
BSMWINVESCO EXCH TRD SLF IDX FD173.2K$4.4M0.7%
IBDUISHARES TR183.5K$4.2M0.7%
IBDXISHARES TR168.4K$4.2M0.7%
IBDWISHARES TR203.5K$4.2M0.7%
IBDVISHARES TR194.2K$4.2M0.7%
BSMSINVESCO EXCH TRD SLF IDX FD180.0K$4.2M0.7%
MDYSPDR S&P MIDCAP 400 ETF TR5.9K$4.1M0.7%
IBDTISHARES TR163.5K$4.1M0.7%
BSMTINVESCO EXCH TRD SLF IDX FD179.0K$4.1M0.7%
IBDSISHARES TR169.4K$4.1M0.7%
ABBVABBVIE INC16.2K$4.1M0.7%
BSSXINVESCO EXCH TRD SLF IDX FD156.0K$4.0M0.7%
IBDYISHARES TR151.3K$3.9M0.6%
JNJJOHNSON & JOHNSON15.3K$3.9M0.6%
IWBISHARES TR9.4K$3.9M0.6%
IWDISHARES TR15.4K$3.7M0.6%
SPABSPDR SER TR144.9K$3.7M0.6%
IBDRISHARES TR147.9K$3.6M0.6%
KMIKINDER MORGAN INC DEL104.1K$3.3M0.6%
DNOVFIRST TR EXCHNG TRADED FD VI64.2K$3.3M0.5%
QCOMQUALCOMM INC16.8K$3.1M0.5%
BSMQINVESCO EXCH TRD SLF IDX FD127.6K$3.0M0.5%
MRKMERCK & CO INC23.3K$3.0M0.5%
BACBANK AMERICA CORP52.3K$3.0M0.5%
CVXCHEVRON CORP NEW17.9K$3.0M0.5%
Top Fund Holdings
13F
Top Fund Holdings

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