Precedent Wealth Partners, Llc Portfolio Stock Holdings
According to the SEC 13F filed on October 21, 2026, Precedent Wealth Partners, Llc disclosed 206 stock positions valued at approximately $650.96M as of quarter-end September 30, 2026. The largest holdings include VANGUARD TAX-MANAGED FDS, VANGUARD INDEX FDS, and VANGUARD INDEX FDS.
- Report Period
- September 30, 2026
- No. of Stocks
- 206
- Portfolio Value
- $650.96M
Holdings by Sector
Precedent Wealth Partners, Llc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD TAX-MANAGED FDS | VEA | Other | 6.91% | 637,303 | +63,222 | +11.01% | $44,999,935 |
| VANGUARD INDEX FDS | VTI | Other | 5.10% | 88,644 | +5,980 | +7.23% | $33,174,041 |
| VANGUARD INDEX FDS | VOO | Other | 3.82% | 35,513 | +6,909 | +24.15% | $24,889,837 |
| FIRST TR EXCHANGE TRADED FD | SDVY | Other | 2.49% | 399,506 | +66,024 | +19.80% | $16,211,974 |
| ISHARES TR | IVV | Other | 2.33% | 19,794 | +20 | +0.10% | $15,159,444 |
| WISDOMTREE TR | DXJ | Other | 2.30% | 82,815 | +6,741 | +8.86% | $14,952,158 |
| FIRST TR EXCHANGE TRADED FD | AIRR | Other | 2.16% | 135,933 | +24,607 | +22.10% | $14,033,705 |
| ISHARES TR | EFA | Other | 2.13% | 133,461 | +7,148 | +5.66% | $13,865,305 |
| FIRST TR EXCHNG TRADED FD VI | AUGM | Other | 2.06% | 379,246 | +379,246 | +100.00% | $13,426,952 |
| FIDELITY COVINGTON TRUST | FFSM | Other | 1.97% | 378,907 | +161,742 | +74.48% | $12,818,434 |
| WISDOMTREE TR | DON | Other | 1.87% | 225,372 | +1,926 | +0.86% | $12,158,809 |
| LAM RESEARCH CORP | LRCX | Technology | 1.74% | 34,501 | +399 | +1.17% | $11,334,023 |
| INVESCO EXCHANGE TRADED FD T | XLG | Other | 1.63% | 166,637 | -6,721 | -3.88% | $10,599,784 |
| VANGUARD WHITEHALL FDS | VYMI | Other | 1.55% | 99,811 | +6,079 | +6.49% | $10,093,911 |
| ISHARES TR | IJH | Other | 1.55% | 139,849 | +17,036 | +13.87% | $10,062,152 |
| APPLE INC | AAPL | Technology | 1.53% | 29,907 | +3,076 | +11.46% | $9,959,605 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 1.44% | 45,157 | +13,986 | +44.87% | $9,393,628 |
| SPDR SERIES TRUST | SDY | Other | 1.43% | 63,746 | +372 | +0.59% | $9,337,527 |
| VANGUARD SCOTTSDALE FDS | VONE | Other | 1.19% | 22,427 | +634 | +2.91% | $7,715,008 |
| BROADCOM INC | AVGO | Technology | 1.15% | 21,288 | -488 | -2.24% | $7,476,282 |
| FIRST TR EXCHNG TRADED FD VI | BUFH | Other | 1.13% | 337,824 | +14,571 | +4.51% | $7,327,293 |
| MICROSOFT CORP | MSFT | Technology | 1.12% | 14,230 | +1,009 | +7.63% | $7,298,339 |
| FIRST TR EXCHNG TRADED FD VI | BUFD | Other | 1.01% | 217,270 | +18,361 | +9.23% | $6,598,492 |
| WISDOMTREE TR | DHS | Other | 0.99% | 57,364 | +2,364 | +4.30% | $6,423,028 |
| ISHARES TR | MUB | Other | 0.98% | 63,088 | +6,935 | +12.35% | $6,378,221 |
| EXXONMOBIL HOLDINGS CORP | XOM | Energy | 0.94% | 37,691 | +2,489 | +7.07% | $6,134,258 |
| ISHARES TR | IBDU | Other | 0.85% | 244,398 | +60,903 | +33.19% | $5,545,399 |
| ISHARES TR | IBDT | Other | 0.85% | 221,401 | +57,882 | +35.40% | $5,526,167 |
| ISHARES TR | IBDS | Other | 0.85% | 229,109 | +59,692 | +35.23% | $5,526,116 |
| ISHARES TR | IBDV | Other | 0.84% | 258,586 | +64,364 | +33.14% | $5,466,513 |
Showing 30 of 206 holdings in the latest reporting period.