Holders — by stockHoldings — by fund
PRECEDENT WEALTH PARTNERS, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002008666
$601.4M
disclosed book value
207
positions
6.8%
largest position share
Positions, as of 2026-06-30
top 100 of 207 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | VEAVANGUARD TAX-MANAGED FDS | 574,081 | $40.9M | 6.8% |
| 2 | VTIVANGUARD INDEX FDS | 82,664 | $30.6M | 5.1% |
| 3 | VOOVANGUARD INDEX FDS | 28,604 | $19.6M | 3.3% |
| 4 | AIRRFIRST TR EXCHANGE-TRADED FD | 111,326 | $14.8M | 2.5% |
| 5 | IVVISHARES TR | 19,774 | $14.8M | 2.5% |
| 6 | LRCXLAM RESEARCH CORP | 34,102 | $14.8M | 2.5% |
| 7 | SDVYFIRST TR EXCHANGE-TRADED FD | 333,482 | $14.4M | 2.4% |
| 8 | DECMFIRST TR EXCHNG TRADED FD VI | 403,734 | $13.6M | 2.3% |
| 9 | DXJWISDOMTREE TR | 76,074 | $13.2M | 2.2% |
| 10 | EFAISHARES TR | 126,313 | $13.1M | 2.2% |
| 11 | DONWISDOMTREE TR | 223,446 | $12.6M | 2.1% |
| 12 | XLGINVESCO EXCHANGE TRADED FD T | 173,358 | $10.6M | 1.8% |
| 13 | SDYSPDR SER TR | 63,374 | $9.6M | 1.6% |
| 14 | IJHISHARES TR | 122,813 | $9.5M | 1.6% |
| 15 | VYMIVANGUARD WHITEHALL FDS | 93,732 | $9.2M | 1.5% |
| 16 | FFSMFIDELITY COVINGTON TRUST | 217,165 | $8.3M | 1.4% |
| 17 | AVGOBROADCOM INC | 21,776 | $8.2M | 1.4% |
| 18 | AAPLAPPLE INC | 26,831 | $7.8M | 1.3% |
| 19 | VONEVANGUARD SCOTTSDALE FDS | 21,793 | $7.4M | 1.2% |
| 20 | BUFHFIRST TR EXCHNG TRADED FD VI | 323,253 | $6.9M | 1.2% |
| 21 | RSPINVESCO EXCHANGE TRADED FD T | 31,171 | $6.6M | 1.1% |
| 22 | DHSWISDOMTREE TR | 55,000 | $6.3M | 1% |
| 23 | MUBISHARES TR | 56,153 | $6.0M | 1% |
| 24 | XMHQINVESCO EXCHANGE TRADED FD T | 52,484 | $5.9M | 1% |
| 25 | BUFDFIRST TR EXCHNG TRADED FD VI | 198,909 | $5.9M | 1% |
| 26 | DJANFIRST TR EXCHNG TRADED FD VI | 122,246 | $5.6M | 0.9% |
| 27 | CATCATERPILLAR INC | 4,871 | $5.2M | 0.9% |
| 28 | PRFINVESCO EXCHANGE TRADED FD T | 95,877 | $5.2M | 0.9% |
| 29 | MSFTMICROSOFT CORP | 13,221 | $4.9M | 0.8% |
| 30 | JPMJPMORGAN CHASE & CO | 14,921 | $4.9M | 0.8% |
| 31 | XOMEXXON MOBIL CORP | 35,202 | $4.8M | 0.8% |
| 32 | WSMWILLIAMS SONOMA INC | 20,270 | $4.7M | 0.8% |
| 33 | BSMVINVESCO EXCH TRD SLF IDX FD | 216,030 | $4.5M | 0.8% |
| 34 | BSMRINVESCO EXCH TRD SLF IDX FD | 190,052 | $4.5M | 0.7% |
| 35 | BSMUINVESCO EXCH TRD SLF IDX FD | 199,682 | $4.4M | 0.7% |
| 36 | BSMWINVESCO EXCH TRD SLF IDX FD | 173,161 | $4.4M | 0.7% |
| 37 | IBDUISHARES TR | 183,495 | $4.2M | 0.7% |
| 38 | IBDXISHARES TR | 168,450 | $4.2M | 0.7% |
| 39 | IBDWISHARES TR | 203,531 | $4.2M | 0.7% |
| 40 | IBDVISHARES TR | 194,222 | $4.2M | 0.7% |
| 41 | BSMSINVESCO EXCH TRD SLF IDX FD | 179,962 | $4.2M | 0.7% |
| 42 | MDYSPDR S&P MIDCAP 400 ETF TR | 5,880 | $4.1M | 0.7% |
| 43 | IBDTISHARES TR | 163,519 | $4.1M | 0.7% |
| 44 | BSMTINVESCO EXCH TRD SLF IDX FD | 178,979 | $4.1M | 0.7% |
| 45 | IBDSISHARES TR | 169,417 | $4.1M | 0.7% |
| 46 | ABBVABBVIE INC | 16,214 | $4.1M | 0.7% |
| 47 | BSSXINVESCO EXCH TRD SLF IDX FD | 156,010 | $4.0M | 0.7% |
| 48 | IBDYISHARES TR | 151,321 | $3.9M | 0.6% |
| 49 | JNJJOHNSON & JOHNSON | 15,259 | $3.9M | 0.6% |
| 50 | IWBISHARES TR | 9,446 | $3.9M | 0.6% |
| 51 | IWDISHARES TR | 15,417 | $3.7M | 0.6% |
| 52 | SPABSPDR SER TR | 144,942 | $3.7M | 0.6% |
| 53 | IBDRISHARES TR | 147,912 | $3.6M | 0.6% |
| 54 | KMIKINDER MORGAN INC DEL | 104,108 | $3.3M | 0.6% |
| 55 | DNOVFIRST TR EXCHNG TRADED FD VI | 64,209 | $3.3M | 0.5% |
| 56 | QCOMQUALCOMM INC | 16,797 | $3.1M | 0.5% |
| 57 | BSMQINVESCO EXCH TRD SLF IDX FD | 127,638 | $3.0M | 0.5% |
| 58 | MRKMERCK & CO INC | 23,322 | $3.0M | 0.5% |
| 59 | BACBANK AMERICA CORP | 52,315 | $3.0M | 0.5% |
| 60 | CVXCHEVRON CORP NEW | 17,878 | $3.0M | 0.5% |
| 61 | IGVISHARES TR | 32,343 | $2.9M | 0.5% |
| 62 | MOALTRIA GROUP INC | 39,421 | $2.8M | 0.5% |
| 63 | MCDMCDONALDS CORP | 10,221 | $2.8M | 0.5% |
| 64 | ABTABBOTT LABS | 30,120 | $2.7M | 0.5% |
| 65 | DUKDUKE ENERGY CORP NEW | 21,328 | $2.7M | 0.4% |
| 66 | VYMVANGUARD WHITEHALL FDS | 16,935 | $2.7M | 0.4% |
| 67 | FDVVFIDELITY COVINGTON TRUST | 44,275 | $2.7M | 0.4% |
| 68 | METMETLIFE INC | 30,907 | $2.6M | 0.4% |
| 69 | NVDANVIDIA CORPORATION | 12,823 | $2.6M | 0.4% |
| 70 | TGTTARGET CORP | 19,539 | $2.6M | 0.4% |
| 71 | VTEBVANGUARD MUN BD FDS | 49,593 | $2.5M | 0.4% |
| 72 | RSPDINVESCO EXCHANGE TRADED FD T | 44,502 | $2.5M | 0.4% |
| 73 | KOCOCA COLA CO | 30,113 | $2.4M | 0.4% |
| 74 | LMTLOCKHEED MARTIN CORP | 4,754 | $2.4M | 0.4% |
| 75 | PNCPNC FINL SVCS GROUP INC | 9,813 | $2.4M | 0.4% |
| 76 | BLKBLACKROCK INC | 2,472 | $2.4M | 0.4% |
| 77 | OCOWENS CORNING NEW | 14,829 | $2.4M | 0.4% |
| 78 | VZVERIZON COMMUNICATIONS INC | 53,896 | $2.3M | 0.4% |
| 79 | HDHOME DEPOT INC | 6,464 | $2.3M | 0.4% |
| 80 | RDVYFIRST TR EXCHANGE TRADED FD | 27,097 | $2.2M | 0.4% |
| 81 | ITWILLINOIS TOOL WKS INC | 7,991 | $2.2M | 0.4% |
| 82 | UNHUNITEDHEALTH GROUP INC | 5,103 | $2.1M | 0.4% |
| 83 | VXFVANGUARD INDEX FDS | 8,517 | $2.1M | 0.3% |
| 84 | DGDOLLAR GEN CORP NEW | 18,132 | $2.1M | 0.3% |
| 85 | APDAIR PRODS & CHEMS INC | 7,054 | $2.1M | 0.3% |
| 86 | DFEBFIRST TR EXCHNG TRADED FD VI | 40,701 | $2.1M | 0.3% |
| 87 | FISFIDELITY NATL INFORMATION SV | 52,031 | $2.0M | 0.3% |
| 88 | FDXFEDEX CORP | 6,342 | $2.0M | 0.3% |
| 89 | AMZNAMAZON COM INC | 8,138 | $1.9M | 0.3% |
| 90 | ADPAUTOMATIC DATA PROCESSING IN | 8,571 | $1.9M | 0.3% |
| 91 | KRKROGER CO | 33,935 | $1.9M | 0.3% |
| 92 | SCHDSCHWAB STRATEGIC TR | 59,391 | $1.9M | 0.3% |
| 93 | AOSSMITH A O CORP | 29,628 | $1.9M | 0.3% |
| 94 | BUFRFIRST TR EXCHNG TRADED FD VI | 49,547 | $1.8M | 0.3% |
| 95 | KNGFIRST TR EXCHANGE-TRADED FD | 35,807 | $1.8M | 0.3% |
| 96 | DRIDARDEN RESTAURANTS INC | 8,706 | $1.8M | 0.3% |
| 97 | DDECFIRST TR EXCHNG TRADED FD VI | 36,876 | $1.7M | 0.3% |
| 98 | CSCOCISCO SYS INC | 14,867 | $1.7M | 0.3% |
| 99 | GOOGLALPHABET INC | 4,841 | $1.7M | 0.3% |
| 100 | GOOGALPHABET INC | 4,861 | $1.7M | 0.3% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.