Precedent Wealth Partners, Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 21, 2026, Precedent Wealth Partners, Llc disclosed 197 stock positions valued at approximately $601.38M as of quarter-end June 30, 2026. The largest holdings include VANGUARD TAX-MANAGED FDS, VANGUARD INDEX FDS, and VANGUARD INDEX FDS.
- Report Period
- June 30, 2026
- No. of Stocks
- 197
- Portfolio Value
- $601.38M
Holdings by Sector
Precedent Wealth Partners, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD TAX-MANAGED FDS | VEA | Other | 6.80% | 574,081 | +67,113 | +13.24% | $40,903,263 |
| VANGUARD INDEX FDS | VTI | Other | 5.09% | 82,664 | +1,502 | +1.85% | $30,588,898 |
| VANGUARD INDEX FDS | VOO | Other | 3.27% | 28,604 | +6,616 | +30.09% | $19,645,195 |
| FIRST TR EXCHANGE-TRADED FD | AIRR | Other | 2.47% | 111,326 | +12,240 | +12.35% | $14,834,154 |
| ISHARES TR | IVV | Other | 2.46% | 19,774 | -267 | -1.33% | $14,808,751 |
| LAM RESEARCH CORP | LRCX | Other | 2.46% | 34,102 | +2,387 | +7.53% | $14,777,554 |
| FIRST TR EXCHANGE-TRADED FD | SDVY | Other | 2.39% | 333,482 | +40,226 | +13.72% | $14,386,411 |
| WISDOMTREE TR | DXJ | Other | 2.20% | 76,074 | +5,788 | +8.23% | $13,200,316 |
| ISHARES TR | EFA | Other | 2.18% | 126,313 | +3,546 | +2.89% | $13,121,374 |
| WISDOMTREE TR | DON | Other | 2.10% | 223,446 | -7,745 | -3.35% | $12,629,193 |
| INVESCO EXCHANGE TRADED FD T | XLG | Other | 1.77% | 173,358 | -1,744 | -1.00% | $10,614,732 |
| SPDR SER TR | SDY | Other | 1.60% | 63,374 | -213 | -0.33% | $9,644,233 |
| ISHARES TR | IJH | Other | 1.57% | 122,813 | -3,563 | -2.82% | $9,470,132 |
| VANGUARD WHITEHALL FDS | VYMI | Other | 1.53% | 93,732 | +4,151 | +4.63% | $9,204,460 |
| FIDELITY COVINGTON TRUST | FFSM | Other | 1.38% | 217,165 | +217,165 | +100.00% | $8,297,887 |
| BROADCOM INC | AVGO | Technology | 1.37% | 21,776 | +2,686 | +14.07% | $8,225,753 |
| APPLE INC | AAPL | Technology | 1.29% | 26,831 | +3,058 | +12.86% | $7,763,956 |
| VANGUARD SCOTTSDALE FDS | VONE | Other | 1.23% | 21,793 | +3,674 | +20.28% | $7,381,817 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 1.10% | 31,171 | -545 | -1.72% | $6,632,255 |
| WISDOMTREE TR | DHS | Other | 1.04% | 55,000 | +223 | +0.41% | $6,252,645 |
| ISHARES TR | MUB | Other | 1.00% | 56,153 | +1,848 | +3.40% | $6,043,194 |
| INVESCO EXCHANGE TRADED FD T | XMHQ | Other | 0.99% | 52,484 | -56,077 | -51.65% | $5,924,432 |
| FIRST TR EXCHNG TRADED FD VI | BUFD | Other | 0.98% | 198,909 | +65,176 | +48.74% | $5,911,577 |
| FIRST TR EXCHNG TRADED FD VI | DJAN | Other | 0.93% | 122,246 | -2,194 | -1.76% | $5,565,151 |
| CATERPILLAR INC | CAT | Industrials | 0.86% | 4,871 | +420 | +9.44% | $5,187,081 |
| INVESCO EXCHANGE TRADED FD T | PRF | Other | 0.86% | 95,877 | -4,260 | -4.25% | $5,180,220 |
| MICROSOFT CORP | MSFT | Technology | 0.82% | 13,221 | +2,651 | +25.08% | $4,931,812 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.81% | 14,921 | +1,988 | +15.37% | $4,884,059 |
| WILLIAMS SONOMA INC | WSM | Consumer Cyclical | 0.79% | 20,270 | +2,018 | +11.06% | $4,724,832 |
| INVESCO EXCH TRD SLF IDX FD | BSMV | Other | 0.75% | 216,030 | +14,039 | +6.95% | $4,533,390 |
Showing 30 of 197 holdings in the latest reporting period.