Precedent Wealth Partners, LLC — Q3 2025 13F Holdings

Name: Precedent Wealth Partners, LLC — 13F Holdings, Q3 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0002008666

Total reported value

$499.6M

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Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	5.89%	-0.50%	-0.05%
2	VEA	Vanguard Ftse Developed ETF	ETF-Other	5.37%	+0.53%	+14.05%
3	DON	Wisdomtree US Midcap Dividen	ETF-Other	3.17%	-0.29%	-1.63%
4	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	2.83%	—	-0.98%
5	XLG	Invesco S&p 500 Top 50 ETF	ETF-Large Cap & Growth	2.66%	-0.59%	+1.03%
6	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	2.50%	—	+19.39%
7	EFA	Ishares Msci Eafe ETF	ETF-Other	2.48%	—	+1.31%
8	SDY	Ss Spdr S&p Dividend ETF	ETF-Other	2.43%	-0.23%	+3.01%
9	DFEB	Ft Vest U.s. Equity Deep Buf	ETF-Other	2.26%	-0.52%	-9.62%
10	XMHQ	Invesco S&p Midcap Qual ETF	ETF-Other	2.08%	+0.20%	+14.47%
11	SDVY	First Trust Smid Cap Rising	ETF-Other	2.05%	+0.24%	+14.33%
12	DJAN	Ft Vest U.s. Equity Deep Buf	ETF-Other	2.00%	-0.58%	-1.00%
13	IJH	Ishares Core S&p Midcap ETF	ETF-Other	1.87%	—	-5.22%
14	DECM	Ft Vest US Eq Max Buf Dec	ETF-Other	1.70%	+1.49%	+1.71%
15	RSP	Invesco S&p 500 Equal Weight	ETF-Large Cap & Growth	1.58%	—	+14.57%
16	AVGO	Broadcom INC	Stock-Tech	1.45%	-0.20%	+1.05%
17	AIRR	First Trust Rba American Ind	ETF-Other	1.34%	+0.48%	+24.31%
18	DHS	Wisdomtree US High Dividend	ETF-Other	1.33%	—	-0.13%
19	DXJ	Wisdomtree Japan Hedged Eq	ETF-Other	1.32%	+0.50%	+51.78%
20	AAPL	Apple INC	Stock-Tech	1.28%	—	+0.13%
21	VYMI	Vanguard Int High Dvd Yld In	ETF-Other	1.19%	+0.28%	+13.49%
22	MUB	Ishares National Muni Bond E	ETF-Other	1.17%	+0.05%	+1.52%
23	MSFT	Microsoft CORP	Stock-Tech	1.15%	-0.27%	+2.77%
24	DMAY	Ft Vest US Equity Deep Buffe	ETF-Other	1.11%	-1.08%	EXIT
25	LRCX	Lam Research CORP	Stock-Tech	0.99%	+0.21%	+3.37%
26	PRF	Invesco Rafi US 1000 ETF	ETF-Other	0.94%	+0.05%	-5.79%
27	IWB	Ishares Russell 1000 ETF	ETF-Other	0.91%	—	-7.26%
28	JPM	Jpmorgan Chase & Co	Stock-Financials	0.87%	—	+6.05%
29	XOM	Exxon Mobil CORP	Stock-Energy	0.87%	+0.28%	+3.06%
30	BSMV	Invesco Bulletshares 2031 Mb	ETF-Other	0.82%	—	+13.46%
31	BSMU	Invesco Bulletshares 2030 Mb	ETF-Other	0.78%	—	+15.54%
32	MDY	State Street Spdr S&p Midcap	ETF-Other	0.78%	—	—
33	BSMR	Invesco Bulletshares 2027 Mb	ETF-Other	0.76%	—	+13.53%
34	BSMS	Invesco Bulletshares 2028 Mb	ETF-Other	0.75%	—	+13.70%
35	BSMW	Invesco Bulletshares 2032 Mb	ETF-Other	0.75%	—	+16.61%
36	WSM	Williams-sonoma INC	Stock-Consumer Disc	0.75%	—	+2.11%
37	MARM	Ftvestus Max Buff ETF March	ETF-Other	0.72%	-0.69%	EXIT
38	IBDX	Ishares Ibonds Dec 2032 Tc	ETF-Other	0.72%	—	+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%	—	+4.47%
41	BSMT	Invesco Bulletshares 2029 Mb	ETF-Other	0.71%	—	+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%	—	+4.12%
44	IBDS	Ishrs Ibnds Dec 27 CORP ETF	ETF-Other	0.70%	—	+4.19%
45	IBDR	Ishares Ibonds Dec 2026 Term	ETF-Other	0.70%	—	+4.23%
46	VONE	Vanguard Russell 1000	ETF-Other	0.69%	+0.08%	+64.83%
47	BSMQ	Invesco Bulletshares 2026 Mb	ETF-Other	0.67%	—	+15.84%
48	CVX	Chevron CORP	Stock-Energy	0.66%	—	+652.55%
49	FEBM	Ft Vest US Eq Max Buf Feb	ETF-Other	0.63%	-0.60%	EXIT
50	ABBV	Abbvie INC	Stock-Healthcare	0.60%	—	+1.37%

1–50 of 168

Holding changes this quarter

Position changes disclosed by Precedent Wealth Partners, LLC for the quarter ending Q3 2025, including ticker, issuer, weight change, shares change, and action
#	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