PRECEDENT WEALTH PARTNERS, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
PRECEDENT WEALTH PARTNERS, LLC 13F Holdings
CIK 0002008666 · HOUSTON, TX
As of Sep 30, 2025, PRECEDENT WEALTH PARTNERS, LLC reported
168 positions worth $454.1M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 81,470 | $26.7M | 5.89% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 407,066 | $24.4M | 5.37% |
| WISDOMTREE US MIDCAP DIVIDEND FUND | DON | — | 274,941 |
|
4.4M3.17% |
| ISHARES CORE S&P 500 ETF | IVV | — | 19,189 |
2.8M | 2.83% |
| INVESCO S&P 500 TOP 50 ETF | XLG | — | 209,932 |
2.1M | 2.66% |
| VANGUARD 500 INDEX FUND | VOO | — | 18,511 |
1.3M | 2.50% |
| ISHARES MSCI EAFE ETF | EFA | — | 120,759 |
1.3M | 2.48% |
| STATE STREET(R) SPDR(R) S&P(R) DIVIDEND ETF | SDY | — | 78,673 |
1.0M | 2.43% |
| FT VEST US EQUITY DEEP BUFFER ETF - FEBRUARY | DFEB | — | 220,227 |
0.2M | 2.26% |
| INVESCO S&P MIDCAP QUALITY ETF | XMHQ | — | 90,134 | $9.5M | 2.08% |
| FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF | SDVY | — | 244,732 | $9.3M | 2.05% |
| FT VEST US EQUITY DEEP BUFFER ETF - JANUARY | DJAN | — | 215,460 | $9.1M | 2.00% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 130,221 | $8.5M | 1.87% |
| FT VEST US EQUITY MAX BUFFER ETF - DECEMBER | DECM | — | 239,453 | $7.7M | 1.70% |
| INVESCO S&P 500 EQUAL WEIGHT ETF | RSP | — | 37,771 | $7.2M | 1.58% |
| BROADCOM INC | AVGO | Technology | 19,923 | $6.6M | 1.45% |
| FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF | AIRR | — | 62,772 | $6.1M | 1.34% |
| WISDOMTREE US HIGH DIVIDEND FUND | DHS | — | 59,976 | $6.0M | 1.33% |
| WISDOMTREE JAPAN HEDGED EQUITY FUND | DXJ | — | 46,811 | $6.0M | 1.32% |
| APPLE INC | AAPL | Technology | 22,808 | $5.8M | 1.28% |
| VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND | VYMI | — | 63,581 | $5.4M | 1.19% |
| ISHARES NATIONAL MUNI BOND ETF | MUB | — | 49,821 | $5.3M | 1.17% |
| MICROSOFT CORP | MSFT | Technology | 10,062 | $5.2M | 1.15% |
| FT VEST US EQUITY DEEP BUFFER ETF - MAY | DMAY | — | 113,880 | $5.0M | 1.11% |
| LAM RESEARCH CORP | LRCX | Technology | 33,664 | $4.5M | 0.99% |