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CIK: 0002008666
Total reported value
$601.4M
$601.4M
171 檔
13.6%
As reported in its official Q2 2025 Form 13F filing, Precedent Wealth Partners, LLC's tracked investment portfolio stood at $601.4M with 171 total positions.
In Q2 2025, Precedent Wealth Partners, LLC displayed an active expansion posture, initiating 8 new positions and adding to 31 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 6.07% | -0.12% | -2.33% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 4.98% | +0.30% | +46.43% | |
| 3 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 3.43% | -0.33% | +4.42% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.95% | -0.16% | -10.89% | |
| 5 | DFEB | Ft Vest U.s. Equity Deep Buf | ETF-Other | 2.66% | -0.04% | +2.89% | |
| 6 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 2.65% | -0.14% | -6.32% | |
| 7 | EFA | Ishares Msci Eafe ETF | ETF-Other | 2.61% | -0.21% | -0.55% | |
| 8 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 2.54% | -0.26% | -0.25% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.16% | +0.64% | +18.09% | |
| 10 | DJAN | Ft Vest U.s. Equity Deep Buf | ETF-Other | 2.15% | -0.13% | +10.45% | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.09% | -0.14% | -6.39% | |
| 12 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 1.89% | -1.26% | +7.73% | |
| 13 | SDVY | First Trust Smid Cap Rising | ETF-Other | 1.85% | +0.08% | +6.89% | |
| 14 | DECM | Ft Vest US Eq Max Buf Dec | ETF-Other | 1.82% | -1.28% | -0.71% | |
| 15 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.47% | -0.12% | +20.88% | |
| 16 | DHS | Wisdomtree US High Dividend | ETF-Other | 1.41% | -0.16% | -3.54% | |
| 17 | AVGO | Broadcom Inc | Stock-Tech | 1.33% | +0.19% | +9.15% | |
| 18 | MUB | Ishares National Muni Bond E | ETF-Other | 1.26% | -0.15% | -9.86% | |
| 19 | DMAY | Ft Vest US Equity Deep Buffe | ETF-Other | 1.19% | — | — | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 1.19% | +0.04% | +7.36% | |
| 21 | AAPL | Apple Inc | Stock-Tech | 1.14% | +0.08% | +4.85% | |
| 22 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 1.10% | -0.16% | +16.25% | |
| 23 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 1.03% | -0.09% | -3.76% | |
| 24 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.02% | -0.05% | -12.28% | |
| 25 | AIRR | First Trust Rba American Ind | ETF-Other | 1.01% | +0.27% | +8.34% | |
| 26 | XOM | Exxon Mobil CORP | Stock-Energy | 0.90% | -1.19% | EXIT | |
| 27 | DXJ | Wisdomtree Japan Hedged Eq | ETF-Other | 0.86% | -0.04% | — | |
| 28 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.84% | +0.05% | +8.72% | |
| 29 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.83% | -0.04% | — | |
| 30 | BSMV | Invesco Bulletshares 2031 Mb | ETF-Other | 0.79% | -0.09% | +11.01% | |
| 31 | MARM | Ftvestus Max Buff ETF March | ETF-Other | 0.79% | +0.03% | NEW | |
| 32 | IBDX | Ishares Ibonds Dec 2032 Tc | ETF-Other | 0.78% | +0.01% | +11.17% | |
| 33 | LRCX | Lam Research CORP | Stock-Tech | 0.78% | +1.10% | +13.25% | |
| 34 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-Other | 0.76% | — | +11.33% | |
| 35 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-Other | 0.75% | -0.01% | +11.44% | |
| 36 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 0.75% | — | +11.45% | |
| 37 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 0.75% | -0.02% | +11.32% | |
| 38 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 0.75% | -0.03% | +11.39% | |
| 39 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.74% | -0.09% | +11.40% | |
| 40 | BSMR | Invesco Bulletshares 2027 Mb | ETF-Other | 0.74% | -0.06% | +11.75% | |
| 41 | BSMU | Invesco Bulletshares 2030 Mb | ETF-Other | 0.74% | -0.08% | +8.08% | |
| 42 | BSMS | Invesco Bulletshares 2028 Mb | ETF-Other | 0.73% | -0.09% | +8.43% | |
| 43 | FEBM | Ft Vest US Eq Max Buf Feb | ETF-Other | 0.71% | +0.05% | NEW | |
| 44 | BSMW | Invesco Bulletshares 2032 Mb | ETF-Other | 0.70% | -0.08% | +13.08% | |
| 45 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 0.68% | +0.12% | +14.29% | |
| 46 | BSMT | Invesco Bulletshares 2029 Mb | ETF-Other | 0.66% | -0.08% | +8.34% | |
| 47 | JANM | Ft Vest US Eq Max Buf Jan | ETF-Other | 0.65% | -0.01% | +4.49% | |
| 48 | BSMQ | Invesco Bulletshares 2026 Mb | ETF-Other | 0.64% | -0.09% | +9.94% | |
| 49 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.63% | +0.06% | — | |
| 50 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 0.63% | — | -0.96% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | +1.5% | +46.43% | Add |
| 2 | DMAY | Ft Vest US Equity Deep Buffe | +1.2% | NEW | New buy |
| 3 | DXJ | Wisdomtree Japan Hedged Eq | +0.9% | NEW | New buy |
| 4 | AVGO | Broadcom Inc | +0.5% | +9.15% | Add |
| 5 | CAT | Caterpillar Inc | +0.4% | NEW | New buy |
| 6 | VOO | Vanguard S&p 500 ETF | +0.3% | +18.09% | Add |
| 7 | KO | Coca-cola Co/the | +0.3% | NEW | New buy |
| 8 | MSFT | Microsoft CORP | +0.2% | +7.36% | Add |
| 9 | DMAR | Ft Vest US Equity Deep Buffe | +0.2% | NEW | New buy |
| 10 | MARM | Ftvestus Max Buff ETF March | +0.2% | +52.75% | Add |
| 11 | LRCX | Lam Research CORP | +0.2% | +13.25% | Add |
| 12 | DDEC | Ft Vest U.s. Equity Deep Buf | +0.2% | +120.76% | Add |
| 13 | RSP | Invesco S&p 500 Equal Weight | +0.2% | +20.88% | Add |
| 14 | AIRR | First Trust Rba American Ind | +0.1% | +8.34% | Add |
| 15 | VYMI | Vanguard Int High Dvd Yld In | +0.1% | +16.25% | Add |
| 16 | INTU | Intuit Inc | +0.1% | +25.10% | Add |
| 17 | JPM | Jpmorgan Chase & Co | +0.1% | +8.72% | Add |
| 18 | BSMY | Invesco Bulletshares 2034 Mb | +0.1% | NEW | New buy |
| 19 | TXN | Texas Instruments Inc | +0.1% | +20.44% | Add |
| 20 | NVDA | Nvidia CORP | +0.1% | +0.56% | Add |
| 21 | TDVI | Ft Vest Technology Dividend | +0.1% | +28.36% | Add |
| 22 | BSSX | Invesco Bulletshares 2033 Mb | +0.1% | +124.51% | Add |
| 23 | MAYM | Ft Vest US Eq Max Buf May | +0.1% | NEW | New buy |
| 24 | PLTR | Palantir Technologies Inc-a | +0.1% | NEW | New buy |
| 25 | DJAN | Ft Vest U.s. Equity Deep Buf | +0.1% | +10.45% | Add |
| 26 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | +0.1% | +21.81% | Add |
| 27 | BAC | Bank Of America CORP | +0.1% | +14.95% | Add |
| 28 | NKE | Nike Inc -cl B | +0.1% | +31.65% | Add |
| 29 | BUFR | Ft Vest Lad Buffervetf-usd I | +0.1% | +26.69% | Add |
| 30 | XMHQ | Invesco S&p Midcap Qual ETF | 0% | +7.73% | Add |
| 31 | BLK | Blackrock Inc | 0% | +11.84% | Add |
| 32 | QCOM | Qualcomm Inc | 0% | +20.34% | Add |
| 33 | WSM | Williams-sonoma Inc | 0% | +14.29% | Add |
| 34 | SDVY | First Trust Smid Cap Rising | 0% | +6.89% | Add |
| 35 | IBDW | Ishares Ibonds Dec 2031 CORP | 0% | +11.33% | Add |
| 36 | IBDX | Ishares Ibonds Dec 2032 Tc | 0% | +11.17% | Add |
| 37 | IBDV | Ishares Ibonds Dec 2030 CORP | 0% | +11.44% | Add |
| 38 | XLY | Ss Consumer Disc Select Sect | -0.1% | EXIT | Sold out |
| 39 | DFEB | Ft Vest U.s. Equity Deep Buf | -0.1% | +2.89% | Add |
| 40 | EFA | Ishares Msci Eafe ETF | -0.1% | -0.55% | Trim |
| 41 | COP | Conocophillips | -0.2% | -11.32% | Trim |
| 42 | XLG | Invesco S&p 500 Top 50 ETF | -0.2% | -6.32% | Trim |
| 43 | DON | Wisdomtree US Midcap Dividen | -0.3% | +4.42% | Add |
| 44 | CMI | Cummins Inc | -0.3% | -60.12% | Trim |
| 45 | VTI | Vanguard Total Stock Mkt ETF | -0.3% | -2.33% | Trim |
| 46 | DHS | Wisdomtree US High Dividend | -0.3% | -3.54% | Trim |
| 47 | PEP | Pepsico Inc | -0.3% | -70.90% | Trim |
| 48 | MUB | Ishares National Muni Bond E | -0.3% | -9.86% | Trim |
| 49 | XOM | Exxon Mobil CORP | -0.7% | -30.42% | Trim |
| 50 | DAUG | Ft Vest U.s. Equity Deep Buf | -1.8% | EXIT | Sold out |
According to official SEC Form 13F filings, Precedent Wealth Partners, LLC reported a total U.S. public equity portfolio value of $601.4M across 171 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VTI, VEA, DON) accounted for 13.6% of total reported equity market value during Q2 2025.
Top New Position Initiated
DMAY
市值: $4.9M
Top Position Liquidated / Trimmed
DAUG
前期市值: $6.3M
During Q2 2025, Precedent Wealth Partners, LLC's top holdings by market value included VTI (6.1%)、VEA (5.0%)、DON (3.4%). The largest single position, VTI, represented 6.1% of total portfolio value.
In Q2 2025, Precedent Wealth Partners, LLC made 50 total portfolio adjustments, initiating 8 new buys, adding to 31 positions, trimming 9 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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