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CIK: 0002008666
Total reported value
$601.4M
$601.4M
166 檔
17.0%
The Q1 2026 SEC filing reveals that Precedent Wealth Partners, LLC held a total portfolio value of $601.4M, covering 166 public equity positions.
In Q1 2026, Precedent Wealth Partners, LLC displayed an active expansion posture, initiating 7 new positions and adding to 95 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 6.50% | +0.30% | +11.25% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 5.21% | -0.12% | -0.00% | |
| 3 | DECM | Ft Vest US Eq Max Buf Dec | ETF-Other | 3.54% | -1.28% | +81.89% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.63% | +0.64% | +5.80% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.62% | -0.16% | +7.21% | |
| 6 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 2.43% | -0.33% | -8.01% | |
| 7 | EFA | Ishares Msci Eafe ETF | ETF-Other | 2.39% | -0.21% | +1.66% | |
| 8 | SDVY | First Trust Smid Cap Rising | ETF-Other | 2.31% | +0.08% | +13.85% | |
| 9 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 2.25% | -1.26% | +13.94% | |
| 10 | DXJ | Wisdomtree Japan Hedged Eq | ETF-Other | 2.23% | -0.04% | +22.98% | |
| 11 | AIRR | First Trust Rba American Ind | ETF-Other | 2.20% | +0.27% | +18.92% | |
| 12 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 1.91% | -0.14% | -12.92% | |
| 13 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 1.86% | -0.26% | -11.36% | |
| 14 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.71% | -0.14% | +0.78% | |
| 15 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 1.69% | -0.16% | +19.82% | |
| 16 | BUFH | Ft Vest Laddered Maxbuf ETF | ETF-Other | 1.40% | -0.25% | +2390.92% | |
| 17 | LRCX | Lam Research CORP | Stock-Tech | 1.36% | +1.10% | -1.23% | |
| 18 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.22% | -0.12% | +2.35% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 1.21% | +0.08% | +1.33% | |
| 20 | DHS | Wisdomtree US High Dividend | ETF-Other | 1.20% | -0.16% | -7.17% | |
| 21 | XOM | Exxon Mobil CORP | Stock-Energy | 1.19% | -1.19% | EXIT | |
| 22 | AVGO | Broadcom Inc | Stock-Tech | 1.18% | +0.19% | +0.51% | |
| 23 | MUB | Ishares National Muni Bond E | ETF-Other | 1.15% | -0.15% | +10.91% | |
| 24 | VONE | Vanguard Russell 1000 | ETF-Other | 1.07% | +0.16% | +18.40% | |
| 25 | DJAN | Ft Vest U.s. Equity Deep Buf | ETF-Other | 1.06% | -0.13% | -31.08% | |
| 26 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 0.95% | -0.09% | +9.88% | |
| 27 | BSMV | Invesco Bulletshares 2031 Mb | ETF-Other | 0.84% | -0.09% | +6.36% | |
| 28 | BSMR | Invesco Bulletshares 2027 Mb | ETF-Other | 0.81% | -0.06% | +8.88% | |
| 29 | BSMU | Invesco Bulletshares 2030 Mb | ETF-Other | 0.81% | -0.08% | +6.14% | |
| 30 | BSMW | Invesco Bulletshares 2032 Mb | ETF-Other | 0.80% | -0.08% | +7.77% | |
| 31 | BSMS | Invesco Bulletshares 2028 Mb | ETF-Other | 0.79% | -0.09% | +6.30% | |
| 32 | MSFT | Microsoft CORP | Stock-Tech | 0.78% | +0.04% | +2.05% | |
| 33 | BSMT | Invesco Bulletshares 2029 Mb | ETF-Other | 0.77% | -0.08% | +8.38% | |
| 34 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.76% | +0.05% | +1.56% | |
| 35 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | ETF-Other | 0.75% | +0.23% | +37.61% | |
| 36 | BSSX | Invesco Bulletshares 2033 Mb | ETF-Other | 0.74% | -0.07% | +7.18% | |
| 37 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.73% | -0.04% | -0.10% | |
| 38 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-Other | 0.71% | — | +4.13% | |
| 39 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-Other | 0.71% | -0.01% | +4.18% | |
| 40 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 0.71% | — | +4.13% | |
| 41 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 0.71% | -0.02% | +4.20% | |
| 42 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 0.71% | -0.03% | +4.18% | |
| 43 | IBDX | Ishares Ibonds Dec 2032 Tc | ETF-Other | 0.70% | +0.01% | +2.56% | |
| 44 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.69% | -0.09% | +3.00% | |
| 45 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.69% | -0.05% | -3.34% | |
| 46 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 0.67% | +0.12% | +2.75% | |
| 47 | IBDY | Ishares Ibonds Dec 2033 CORP | ETF-Other | 0.67% | -0.02% | +5.35% | |
| 48 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.65% | -0.03% | +9.71% | |
| 49 | CVX | Chevron CORP | Stock-Energy | 0.64% | -0.15% | -19.49% | |
| 50 | DNOV | Ft Vest US Equity Deep Buffe | ETF-Other | 0.64% | -0.09% | +1.58% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DECM | Ft Vest US Eq Max Buf Dec | +1.5% | +81.89% | Add |
| 2 | BUFH | Ft Vest Laddered Maxbuf ETF | +1.3% | +2390.92% | Add |
| 3 | VEA | Vanguard Ftse Developed ETF | +0.5% | +11.25% | Add |
| 4 | DXJ | Wisdomtree Japan Hedged Eq | +0.5% | +22.98% | Add |
| 5 | AIRR | First Trust Rba American Ind | +0.5% | +18.92% | Add |
| 6 | FIS | Fidelity National Info Serv | +0.5% | +1507.47% | Add |
| 7 | VYMI | Vanguard Int High Dvd Yld In | +0.3% | +19.82% | Add |
| 8 | XOM | Exxon Mobil CORP | +0.3% | -2.65% | Trim |
| 9 | SDVY | First Trust Smid Cap Rising | +0.2% | +13.85% | Add |
| 10 | DDEC | Ft Vest U.s. Equity Deep Buf | +0.2% | +277.94% | Add |
| 11 | LRCX | Lam Research CORP | +0.2% | -1.23% | Trim |
| 12 | XMHQ | Invesco S&p Midcap Qual ETF | +0.2% | +13.94% | Add |
| 13 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | +0.2% | +37.61% | Add |
| 14 | VZ | Verizon Communications Inc | +0.2% | +37.50% | Add |
| 15 | TGT | Target CORP | +0.1% | +23.24% | Add |
| 16 | RSPD | Invesco S&p 500 Equal Weight | +0.1% | +50.01% | Add |
| 17 | FDVV | Fidelity High Dividend ETF | +0.1% | +40.68% | Add |
| 18 | APD | Air Products & Chemicals Inc | +0.1% | +24.83% | Add |
| 19 | CAT | Caterpillar Inc | +0.1% | +0.88% | Add |
| 20 | JNJ | Johnson & Johnson | +0.1% | +5.15% | Add |
| 21 | KMI | Kinder Morgan, Inc. | +0.1% | +2.92% | Add |
| 22 | EOG | Eog Resources Inc | +0.1% | +26.34% | Add |
| 23 | LMT | Lockheed Martin CORP | +0.1% | +2.41% | Add |
| 24 | TCHP | T Rowe Price Blue Chip Growt | +0.1% | +242.06% | Add |
| 25 | VONE | Vanguard Russell 1000 | +0.1% | +18.40% | Add |
| 26 | FDX | Fedex CORP | +0.1% | +5.12% | Add |
| 27 | CMCSA | Comcast Corp-class A | +0.1% | +39.38% | Add |
| 28 | MRK | Merck & Co. Inc. | +0.1% | +3.53% | Add |
| 29 | KR | Kroger Co | +0.1% | +4.87% | Add |
| 30 | MO | Altria Group Inc | +0.1% | +5.51% | Add |
| 31 | MUB | Ishares National Muni Bond E | +0.1% | +10.91% | Add |
| 32 | PRF | Invesco Rafi US 1000 ETF | +0.1% | +9.88% | Add |
| 33 | HSY | Hershey Co/the | +0.1% | +5.44% | Add |
| 34 | KNG | Ft Vest S&p 500 Dvd Arst Trg | +0.1% | +25.19% | Add |
| 35 | OC | Owens Corning | +0.1% | +30.19% | Add |
| 36 | DUK | Duke Energy CORP | 0% | +4.99% | Add |
| 37 | KO | Coca-cola Co/the | 0% | +9.05% | Add |
| 38 | WEC | Wec Energy Group Inc | 0% | +11.62% | Add |
| 39 | COP | Conocophillips | 0% | -6.70% | Trim |
| 40 | BSMR | Invesco Bulletshares 2027 Mb | 0% | +8.88% | Add |
| 41 | BSMT | Invesco Bulletshares 2029 Mb | 0% | +8.38% | Add |
| 42 | CVX | Chevron CORP | 0% | -19.49% | Trim |
| 43 | SPAB | Ss Spdr P Agg Bond ETF | 0% | +9.71% | Add |
| 44 | ZTS | Zoetis Inc | 0% | +26.09% | Add |
| 45 | ITW | Illinois Tool Works | 0% | +7.29% | Add |
| 46 | AMGN | Amgen Inc | 0% | +2.59% | Add |
| 47 | AMAT | Applied Materials Inc | 0% | +7.63% | Add |
| 48 | ECG | Everus Construction Group | 0% | — | Unchanged |
| 49 | VLO | Valero Energy CORP | 0% | -19.16% | Trim |
| 50 | BSMW | Invesco Bulletshares 2032 Mb | 0% | +7.77% | Add |
According to official SEC Form 13F filings, Precedent Wealth Partners, LLC reported a total U.S. public equity portfolio value of $601.4M across 166 disclosed positions in Q1 2026.
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 VEA, VTI, DECM) accounted for 17.0% of total reported equity market value during Q1 2026.
Top New Position Initiated
IGV
市值: $2.2M
Top Position Liquidated / Trimmed
DMAY
前期市值: $5.2M
During Q1 2026, Precedent Wealth Partners, LLC's top holdings by market value included VEA (6.5%)、VTI (5.2%)、DECM (3.5%). The largest single position, VEA, represented 6.5% of total portfolio value.
In Q1 2026, Precedent Wealth Partners, LLC made 165 total portfolio adjustments, initiating 7 new buys, adding to 95 positions, trimming 51 holdings, and fully liquidating 12 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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