PRECEDENT WEALTH PARTNERS, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 7, 2026, for the 2025 Q4 period, PRECEDENT WEALTH PARTNERS, LLC held in its portfolio 164 assets valued at $476,827,251 (i.e. $476.83M).
The most valuable assets in the portfolio included: VANGUARD TAX-MANAGED FDS ($28.47M), VANGUARD INDEX FDS ($27.21M), and VANGUARD INDEX FDS ($13.03M).
The chart below shows the top 10 valuable assets, and the table below shows the top 164 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
PRECEDENT WEALTH PARTNERS, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD TAX-MANAGED FDS | 455712 | 28468304 | VAN FTSE DEV MKT |
| VANGUARD INDEX FDS | 81163 | 27211486 | TOTAL STK MKT |
| VANGUARD INDEX FDS | 20782 | 13032889 | S&P 500 ETF SHS |
| WISDOMTREE TR | 251334 | 12968809 | US MIDCAP DIVID |
| ISHARES TR | 18693 | 12803858 | CORE S&P500 ETF |
| FIRST TR EXCHNG TRADED FD VI | 380327 | 12505672 | FT VEST US EQUIT |
| FIRST TR EXCHNG TRADED FD VI | 270061 | 12110208 | FT VEST US |
| INVESCO EXCHANGE TRADED FD T | 201085 | 11920334 | S&P 500 TOP 50 |
| ISHARES TR | 120759 | 11596530 | MSCI EAFE ETF |
| FIRST TR EXCHNG TRADED FD VI | 220478 | 10117589 | FT VEST US EQT |
| SPDR SER TR | 71737 | 9982936 | S&P DIVID ETF |
| FIRST TR EXCHANGE-TRADED FD | 257587 | 9870716 | SMID RISNG ETF |
| INVESCO EXCHANGE TRADED FD T | 95278 | 9758411 | S&P MDCP QUALITY |
| ISHARES TR | 125403 | 8276617 | CORE S&P MCP ETF |
| WISDOMTREE TR | 57151 | 8238957 | JAPN HEDGE EQT |
| FIRST TR EXCHANGE-TRADED FD | 83322 | 8192246 | RBA INDL ETF |
| VANGUARD WHITEHALL FDS | 74764 | 6728771 | INTL HIGH ETF |
| BROADCOM INC | 18993 | 6573342 | COM |
| APPLE INC | 23460 | 6377855 | COM |
| WISDOMTREE TR | 59008 | 6008196 | US HIGH DIVIDEND |
| INVESCO EXCHANGE TRADED FD T | 30989 | 5936288 | S&P500 EQL WGT |
| LAM RESEARCH CORP | 32111 | 5496799 | COM NEW |
| ISHARES TR | 48965 | 5244641 | NATIONAL MUN ETF |
| MICROSOFT CORP | 10358 | 5009094 | COM |
| VANGUARD SCOTTSDALE FDS | 15303 | 4729234 | VNG RUS1000IDX |
| FIRST TR EXCHNG TRADED FD VI | 160081 | 4718825 | FT VEST LADDERED |
| EXXON MOBIL CORP | 35878 | 4317550 | COM |
| INVESCO EXCHANGE TRADED FD T | 91133 | 4275965 | FTSE RAFI 1000 |
| JPMORGAN CHASE & CO | 12734 | 4103152 | COM |
| INVESCO EXCH TRD SLF IDX FD | 189917 | 4013896 | BULLETSHS 31 MUN |
| INVESCO EXCH TRD SLF IDX FD | 175511 | 3865630 | INVSC 30 MUNI BD |
| INVESCO EXCH TRD SLF IDX FD | 149715 | 3759344 | BULLETSHS 32 MUN |
| INVESCO EXCH TRD SLF IDX FD | 157893 | 3736569 | BULSHS 2027 MUNI |
| ISHARES TR | 9966 | 3721735 | RUS 1000 ETF |
| INVESCO EXCH TRD SLF IDX FD | 158066 | 3714551 | BULSHS 2028 MUNI |
| INVESCO EXCH TRD SLF IDX FD | 153447 | 3552298 | BULSHS 2029 MUNI |
| SPDR S&P MIDCAP 400 ETF TR | 5886 | 3550924 | UTSER1 S&PDCRP |
| INVESCO EXCH TRD SLF IDX FD | 135042 | 3491511 | INVESCO BULLETSH |
| ISHARES TR | 163647 | 3461142 | IBONDS DEC 2031 |
| ISHARES TR | 155786 | 3438189 | IBONDS DEC 2030 |
| ISHARES TR | 134202 | 3426168 | IBONDS DEC 2032 |
| ISHARES TR | 146292 | 3423966 | IBONDS DEC 29 |
| ISHARES TR | 134140 | 3414523 | IBDS DEC28 ETF |
| ISHARES TR | 139784 | 3393947 | IBONDS 27 ETF |
| ISHARES TR | 138583 | 3357874 | IBONDS DEC2026 |
| FIRST TR EXCHNG TRADED FD VI | 99809 | 3299167 | VEST US EQUITY M |
| ISHARES TR | 122018 | 3189551 | IBONDS DEC 2033 |
| WILLIAMS SONOMA INC | 17763 | 3172311 | COM |
| SPDR SER TR | 115074 | 2963149 | PORTFOLIO AGRGTE |
| CHEVRON CORP NEW | 19237 | 2931911 | COM |
| INVESCO EXCH TRD SLF IDX FD | 122388 | 2893864 | BULSHS 2026 MUNI |
| FIRST TR EXCHNG TRADED FD VI | 94006 | 2855583 | FT VEST US EQUTY |
| ABBVIE INC | 12194 | 2786284 | COM |
| ISHARES TR | 13149 | 2765761 | RUS 1000 VAL ETF |
| BANK AMERICA CORP | 50097 | 2755347 | COM |
| AMGEN INC | 7940 | 2598832 | COM |
| VANGUARD WHITEHALL FDS | 18085 | 2595559 | HIGH DIV YLD |
| CATERPILLAR INC | 4412 | 2527575 | COM |
| JOHNSON & JOHNSON | 12211 | 2526988 | COM |
| MCDONALDS CORP | 8055 | 2461970 | COM |
| VANGUARD INDEX FDS | 12479 | 2383344 | VALUE ETF |
| QUALCOMM INC | 13784 | 2357723 | COM |
| BLACKROCK INC | 2183 | 2337033 | COM |
| MERCK & CO INC | 21975 | 2313141 | COM |
| KINDER MORGAN INC DEL | 84092 | 2311701 | COM |
| VANGUARD MUN BD FDS | 44319 | 2228803 | TAX EXEMPT BD |
| DOLLAR GEN CORP NEW | 15772 | 2094098 | COM |
| METLIFE INC | 26378 | 2082301 | COM |
| LOCKHEED MARTIN CORP | 4228 | 2045197 | COM |
| ALTRIA GROUP INC | 34434 | 1985492 | COM |
| NVIDIA CORPORATION | 10507 | 1959558 | COM |
| KROGER CO | 31178 | 1947992 | COM |
| AUTOMATIC DATA PROCESSING IN | 7411 | 1906349 | COM |
| DUKE ENERGY CORP NEW | 16119 | 1889263 | COM NEW |
| PNC FINL SVCS GROUP INC | 8955 | 1869202 | COM |
| ACCENTURE PLC IRELAND | 6771 | 1816563 | SHS CLASS A |
| HOME DEPOT INC | 5268 | 1812585 | COM |
| SMITH A O CORP | 26510 | 1773003 | COM |
| TEXAS INSTRS INC | 10018 | 1738027 | COM |
| INVESCO EXCHANGE TRADED FD T | 29739 | 1696033 | S&P500 EQL DIS |
| FIDELITY COVINGTON TRUST | 29682 | 1682673 | HIGH DIVID ETF |
| HERSHEY CO | 9157 | 1666463 | COM |
| FIRST TR EXCHANGE-TRADED FD | 59958 | 1663245 | FT VEST TEC |
| ILLINOIS TOOL WKS INC | 6588 | 1622558 | COM |
| ISHARES TR | 11324 | 1598324 | SELECT DIVID ETF |
| FEDEX CORP | 5525 | 1595952 | COM |
| INTUIT | 2357 | 1561229 | COM |
| COCA COLA CO | 21534 | 1505428 | COM |
| SPDR SER TR | 12847 | 1458917 | RUSSELL YIELD |
| ALPHABET INC | 4587 | 1435773 | CAP STK CL A |
| AMAZON COM INC | 6187 | 1428083 | COM |
| SPDR S&P 500 ETF TR | 2059 | 1404281 | TR UNIT |
| SCHWAB STRATEGIC TR | 49925 | 1369431 | US DIVIDEND EQ |
| TARGET CORP | 13875 | 1356327 | COM |
| FIRST TR EXCHANGE-TRADED FD | 27060 | 1330017 | FT VEST S&P 500 |
| AIR PRODS & CHEMS INC | 5259 | 1299170 | COM |
| NIKE INC | 20107 | 1281046 | CL B |
| VERIZON COMMUNICATIONS INC | 31028 | 1263775 | COM |
| ZOETIS INC | 9792 | 1232072 | CL A |
| UNITEDHEALTH GROUP INC | 3711 | 1225111 | COM |
| WEC ENERGY GROUP INC | 11614 | 1224863 | COM |
| COMCAST CORP NEW | 40921 | 1223123 | CL A |
| OWENS CORNING NEW | 10614 | 1187867 | COM |
| VANGUARD INDEX FDS | 5201 | 1087695 | EXTEND MKT ETF |
| CUMMINS INC | 1885 | 962198 | COM |
| ALPHABET INC | 3049 | 956921 | CAP STK CL C |
| WALMART INC | 8324 | 927377 | COM |
| META PLATFORMS INC | 1376 | 908455 | CL A |
| ISHARES TR | 21860 | 862372 | INTL SEL DIV ETF |
| CONOCOPHILLIPS | 9081 | 850028 | COM |
| WISDOMTREE TR | 16024 | 795087 | US S CAP QTY DIV |
| INVESCO QQQ TR | 1274 | 782631 | UNIT SER 1 |
| AMERICAN EXPRESS CO | 2033 | 752108 | COM |
| EOG RES INC | 6738 | 707522 | COM |
| PALANTIR TECHNOLOGIES INC | 3760 | 668340 | CL A |
| VANGUARD SCOTTSDALE FDS | 5170 | 629448 | VNG RUS1000GRW |
| CISCO SYS INC | 7745 | 596597 | COM |
| VISA INC | 1628 | 570885 | COM CL A |
| VANGUARD SCOTTSDALE FDS | 1820 | 546601 | VNG RUS3000IDX |
| VANGUARD INDEX FDS | 2476 | 524362 | SM CP VAL ETF |
| INVESCO EXCH TRD SLF IDX FD | 20633 | 507184 | BULLETSHARE 2034 |
| STELLAR BANCORP INC | 15338 | 474558 | COM |
| WILLIAMS COS INC | 7871 | 473126 | COM |
| BERKSHIRE HATHAWAY INC DEL | 931 | 467967 | CL B NEW |
| INVESCO EXCHANGE TRADED FD T | 21781 | 444019 | HIG YLD EQ DIV |
| FIRST TR EXCHNG TRADED FD VI | 9757 | 439943 | FT VEST U.S. |
| PEPSICO INC | 2951 | 423528 | COM |
| ABBOTT LABS | 3253 | 407568 | COM |
| VALERO ENERGY CORP | 2474 | 402742 | COM |
| ADVANCED MICRO DEVICES INC | 1855 | 397267 | COM |
| PLAINS ALL AMERN PIPELINE L | 22049 | 396000 | UNIT LTD PARTN |
| COSTCO WHSL CORP NEW | 459 | 395814 | COM |
| SPDR SER TR | 8190 | 383799 | PORTFOLIO S&P600 |
| SCHWAB STRATEGIC TR | 14526 | 381027 | US BRD MKT ETF |
| FIRST TR EXCHNG TRADED FD VI | 11796 | 379822 | VEST US EQTY MAX |
| CHENIERE ENERGY INC | 1946 | 378315 | COM NEW |
| WISDOMTREE TR | 6418 | 365377 | US SMALLCAP FUND |
| VANGUARD INDEX FDS | 744 | 363105 | GROWTH ETF |
| ELI LILLY & CO | 334 | 358943 | COM |
| J P MORGAN EXCHANGE TRADED F | 5528 | 335715 | DIV RTN EM EQT |
| ISHARES TR | 701 | 331783 | RUS 1000 GRW ETF |
| SPDR SER TR | 5638 | 326497 | PORTFOLIO S&P400 |
| MORGAN STANLEY | 1738 | 308547 | COM NEW |
| EVERUS CONSTR GROUP | 3543 | 303139 | COM |
| VISTRA CORP | 1857 | 299590 | COM |
| APPLIED MATLS INC | 1127 | 289636 | COM |
| ORACLE CORP | 1446 | 281921 | COM |
| STRYKER CORPORATION | 793 | 278716 | COM |
| SELECT SECTOR SPDR TR | 1922 | 276710 | TECHNOLOGY |
| MDU RES GROUP INC | 14175 | 276696 | COM |
| NETFLIX INC | 2929 | 274623 | COM |
| MASTERCARD INCORPORATED | 481 | 274500 | CL A |
| VANGUARD SPECIALIZED FUNDS | 1142 | 250989 | DIV APP ETF |
| ISHARES TR | 2795 | 250041 | CORE MSCI EAFE |
| KNIFE RIVER CORP | 3543 | 249250 | COMMON STOCK |
| SELECT SECTOR SPDR TR | 2004 | 239298 | SBI CONS DISCR |
| PROCTER AND GAMBLE CO | 1581 | 226573 | COM |
| SPDR GOLD TR | 556 | 220348 | GOLD SHS |
| FIDELITY NATL INFORMATION SV | 3226 | 214400 | COM |
| VANGUARD STAR FDS | 2794 | 210779 | VG TL INTL STK F |
| T ROWE PRICE ETF INC | 4206 | 209711 | PRICE BLUE CHIP |
| SPINNAKER ETF SERIES | 4871 | 205215 | SELECT STOXX EUR |
| SELECT SECTOR SPDR TR | 1302 | 201550 | STATE STREET HEA |
| NUVEEN MUNICIPAL CREDIT INC | 10951 | 137764 | COM SH BEN INT |
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