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CIK: 0002008666
Total reported value
$601.4M
$601.4M
168 檔
15.0%
At the close of Q3 2025, Precedent Wealth Partners, LLC disclosed equity holdings valued at approximately $601.4M, spread across 168 reported holdings.
In Q3 2025, Precedent Wealth Partners, LLC displayed an active expansion posture, initiating 10 new positions and adding to 32 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 | 5.89% | -0.12% | -0.05% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 5.37% | +0.30% | +14.05% | |
| 3 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 3.17% | -0.33% | -1.63% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.83% | -0.16% | -0.98% | |
| 5 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 2.66% | -0.14% | +1.03% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.50% | +0.64% | +19.39% | |
| 7 | EFA | Ishares Msci Eafe ETF | ETF-Other | 2.48% | -0.21% | +1.31% | |
| 8 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 2.43% | -0.26% | +3.01% | |
| 9 | DFEB | Ft Vest U.s. Equity Deep Buf | ETF-Other | 2.26% | -0.04% | -9.62% | |
| 10 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 2.08% | -1.26% | +14.47% | |
| 11 | SDVY | First Trust Smid Cap Rising | ETF-Other | 2.05% | +0.08% | +14.33% | |
| 12 | DJAN | Ft Vest U.s. Equity Deep Buf | ETF-Other | 2.00% | -0.13% | -1.00% | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.87% | -0.14% | -5.22% | |
| 14 | DECM | Ft Vest US Eq Max Buf Dec | ETF-Other | 1.70% | -1.28% | +1.71% | |
| 15 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.58% | -0.12% | +14.57% | |
| 16 | AVGO | Broadcom Inc | Stock-Tech | 1.45% | +0.19% | +1.05% | |
| 17 | AIRR | First Trust Rba American Ind | ETF-Other | 1.34% | +0.27% | +24.31% | |
| 18 | DHS | Wisdomtree US High Dividend | ETF-Other | 1.33% | -0.16% | -0.13% | |
| 19 | DXJ | Wisdomtree Japan Hedged Eq | ETF-Other | 1.32% | -0.04% | +51.78% | |
| 20 | AAPL | Apple Inc | Stock-Tech | 1.28% | +0.08% | +0.13% | |
| 21 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 1.19% | -0.16% | +13.49% | |
| 22 | MUB | Ishares National Muni Bond E | ETF-Other | 1.17% | -0.15% | +1.52% | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 1.15% | +0.04% | +2.77% | |
| 24 | DMAY | Ft Vest US Equity Deep Buffe | ETF-Other | 1.11% | — | — | |
| 25 | LRCX | Lam Research CORP | Stock-Tech | 0.99% | +1.10% | +3.37% | |
| 26 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 0.94% | -0.09% | -5.79% | |
| 27 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.91% | -0.05% | -7.26% | |
| 28 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.87% | +0.05% | +6.05% | |
| 29 | XOM | Exxon Mobil CORP | Stock-Energy | 0.87% | -1.19% | EXIT | |
| 30 | BSMV | Invesco Bulletshares 2031 Mb | ETF-Other | 0.82% | -0.09% | +13.46% | |
| 31 | BSMU | Invesco Bulletshares 2030 Mb | ETF-Other | 0.78% | -0.08% | +15.54% | |
| 32 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.78% | -0.04% | — | |
| 33 | BSMR | Invesco Bulletshares 2027 Mb | ETF-Other | 0.76% | -0.06% | +13.53% | |
| 34 | BSMS | Invesco Bulletshares 2028 Mb | ETF-Other | 0.75% | -0.09% | +13.70% | |
| 35 | BSMW | Invesco Bulletshares 2032 Mb | ETF-Other | 0.75% | -0.08% | +16.61% | |
| 36 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 0.75% | +0.12% | +2.11% | |
| 37 | MARM | Ftvestus Max Buff ETF March | ETF-Other | 0.72% | +0.03% | NEW | |
| 38 | IBDX | Ishares Ibonds Dec 2032 Tc | ETF-Other | 0.72% | +0.01% | +1.03% | |
| 39 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-Other | 0.72% | — | +3.93% | |
| 40 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-Other | 0.71% | -0.01% | +4.47% | |
| 41 | BSMT | Invesco Bulletshares 2029 Mb | ETF-Other | 0.71% | -0.08% | +17.74% | |
| 42 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 0.71% | — | +4.34% | |
| 43 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 0.71% | -0.02% | +4.12% | |
| 44 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 0.70% | -0.03% | +4.19% | |
| 45 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.70% | -0.09% | +4.23% | |
| 46 | VONE | Vanguard Russell 1000 | ETF-Other | 0.69% | +0.16% | +64.83% | |
| 47 | BSMQ | Invesco Bulletshares 2026 Mb | ETF-Other | 0.67% | -0.09% | +15.84% | |
| 48 | CVX | Chevron CORP | Stock-Energy | 0.66% | -0.15% | +652.55% | |
| 49 | FEBM | Ft Vest US Eq Max Buf Feb | ETF-Other | 0.63% | +0.05% | NEW | |
| 50 | ABBV | Abbvie Inc | Stock-Healthcare | 0.60% | +0.15% | +1.37% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | +1.9% | +14.05% | Add |
| 2 | VOO | Vanguard S&p 500 ETF | +0.6% | +19.39% | Add |
| 3 | AVGO | Broadcom Inc | +0.6% | +1.05% | Add |
| 4 | CVX | Chevron CORP | +0.5% | +652.55% | Add |
| 5 | AIRR | First Trust Rba American Ind | +0.5% | +24.31% | Add |
| 6 | LRCX | Lam Research CORP | +0.4% | +3.37% | Add |
| 7 | RSP | Invesco S&p 500 Equal Weight | +0.3% | +14.57% | Add |
| 8 | VONE | Vanguard Russell 1000 | +0.2% | +64.83% | Add |
| 9 | XMHQ | Invesco S&p Midcap Qual ETF | +0.2% | +14.47% | Add |
| 10 | BSSX | Invesco Bulletshares 2033 Mb | +0.2% | +76.41% | Add |
| 11 | VYMI | Vanguard Int High Dvd Yld In | +0.2% | +13.49% | Add |
| 12 | MSFT | Microsoft CORP | +0.2% | +2.77% | Add |
| 13 | SDVY | First Trust Smid Cap Rising | +0.2% | +14.33% | Add |
| 14 | MARM | Ftvestus Max Buff ETF March | +0.2% | — | Add |
| 15 | JPM | Jpmorgan Chase & Co | +0.1% | +6.05% | Add |
| 16 | NVDA | Nvidia CORP | +0.1% | +0.10% | Add |
| 17 | TDVI | Ft Vest Technology Dividend | +0.1% | +8.52% | Add |
| 18 | WSM | Williams-sonoma Inc | +0.1% | +2.11% | Add |
| 19 | BAC | Bank Of America CORP | +0.1% | +5.62% | Add |
| 20 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | +0.1% | +8.00% | Add |
| 21 | BLK | Blackrock Inc | +0.1% | +6.42% | Add |
| 22 | HD | Home Depot Inc | +0.1% | +7.81% | Add |
| 23 | BSMW | Invesco Bulletshares 2032 Mb | 0% | +16.61% | Add |
| 24 | BSMT | Invesco Bulletshares 2029 Mb | 0% | +17.74% | Add |
| 25 | BSMV | Invesco Bulletshares 2031 Mb | 0% | +13.46% | Add |
| 26 | BSMR | Invesco Bulletshares 2027 Mb | 0% | +13.53% | Add |
| 27 | BSMU | Invesco Bulletshares 2030 Mb | — | +15.54% | Add |
| 28 | BSMS | Invesco Bulletshares 2028 Mb | 0% | +13.70% | Add |
| 29 | AAPL | Apple Inc | -0.1% | +0.13% | Add |
| 30 | DJAN | Ft Vest U.s. Equity Deep Buf | -0.1% | -1.00% | Add |
| 31 | XLG | Invesco S&p 500 Top 50 ETF | -0.2% | +1.03% | Trim |
| 32 | EFA | Ishares Msci Eafe ETF | -0.2% | +1.31% | Add |
| 33 | CMI | Cummins Inc | -0.3% | -11.50% | Trim |
| 34 | PEP | Pepsico Inc | -0.3% | — | Trim |
| 35 | VTI | Vanguard Total Stock Mkt ETF | -0.5% | -0.05% | Trim |
| 36 | DON | Wisdomtree US Midcap Dividen | -0.5% | -1.63% | Add |
| 37 | XOM | Exxon Mobil CORP | -0.7% | +3.06% | Trim |
| 38 | DAUG | Ft Vest U.s. Equity Deep Buf | — | EXIT | Sold out |
| 39 | DXJ | Wisdomtree Japan Hedged Eq | — | NEW | New buy |
| 40 | DMAY | Ft Vest US Equity Deep Buffe | — | NEW | New buy |
| 41 | CAT | Caterpillar Inc | — | NEW | New buy |
| 42 | DG | Dollar General CORP | — | NEW | New buy |
| 43 | CLX | Clorox Company | — | EXIT | Sold out |
| 44 | KO | Coca-cola Co/the | — | NEW | New buy |
| 45 | FDX | Fedex CORP | — | NEW | New buy |
| 46 | UPS | United Parcel Service-cl B | — | EXIT | Sold out |
| 47 | DMAR | Ft Vest US Equity Deep Buffe | — | NEW | New buy |
| 48 | IBDY | Ishares Ibonds Dec 2033 CORP | — | NEW | New buy |
| 49 | DSEP | Ft Vest U.s. Equity Deep Buf | — | NEW | New buy |
| 50 | PLTR | Palantir Technologies Inc-a | — | NEW | New buy |
According to official SEC Form 13F filings, Precedent Wealth Partners, LLC reported a total U.S. public equity portfolio value of $601.4M across 168 disclosed positions in Q3 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 15.0% of total reported equity market value during Q3 2025.
Top New Position Initiated
DXJ
市值: $6.0M
Top Position Liquidated / Trimmed
DAUG
前期市值: $6.3M
During Q3 2025, Precedent Wealth Partners, LLC's top holdings by market value included VTI (5.9%)、VEA (5.4%)、DON (3.2%). The largest single position, VTI, represented 5.9% of total portfolio value.
In Q3 2025, Precedent Wealth Partners, LLC made 50 total portfolio adjustments, initiating 10 new buys, adding to 32 positions, trimming 5 holdings, and fully liquidating 3 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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