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CIK: 0002008666
Total reported value
$651.0M
$651.0M
207 檔
18.6%
According to the latest 13F quarterly dataset, Precedent Wealth Partners, LLC managed an equity portfolio of $651.0M at the end of Q2 2026, spanning 207 distinct U.S. exchange-listed positions.
In Q2 2026, Precedent Wealth Partners, LLC displayed an active expansion posture, initiating 52 new positions and adding to 104 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 207 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 6.80% | +0.11% | +13.24% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 5.09% | +0.01% | +1.85% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.27% | +0.55% | +30.09% | |
| 4 | AIRR | First Trust Rba American Ind | ETF-Other | 2.47% | -0.31% | +12.35% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.46% | -0.13% | -1.33% | |
| 6 | LRCX | Lam Research CORP | Stock-Tech | 2.46% | -0.72% | +7.53% | |
| 7 | SDVY | First Trust Smid Cap Rising | ETF-Other | 2.39% | +0.10% | +13.72% | |
| 8 | DECM | Ft Vest US Eq Max Buf Dec | ETF-Other | 2.26% | -2.13% | -25.46% | |
| 9 | DXJ | Wisdomtree Japan Hedged Eq | ETF-Other | 2.20% | +0.11% | +8.23% | |
| 10 | EFA | Ishares Msci Eafe ETF | ETF-Other | 2.18% | -0.05% | +2.89% | |
| 11 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 2.10% | -0.23% | -3.35% | |
| 12 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 1.77% | -0.14% | -1.00% | |
| 13 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 1.60% | -0.17% | -0.34% | |
| 14 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.57% | -0.02% | -2.82% | |
| 15 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 1.53% | +0.02% | +4.63% | |
| 16 | FFSM | Fidelity Fndm Sm Mid Cap ETF | ETF-Other | 1.38% | +0.59% | — | |
| 17 | AVGO | Broadcom Inc | Stock-Tech | 1.37% | -0.22% | +14.07% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 1.29% | +0.24% | +12.86% | |
| 19 | VONE | Vanguard Russell 1000 | ETF-Other | 1.23% | -0.04% | +20.28% | |
| 20 | BUFH | Ft Vest Laddered Maxbuf ETF | ETF-Other | 1.15% | -0.02% | -3.64% | |
| 21 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.10% | +0.34% | -1.72% | |
| 22 | DHS | Wisdomtree US High Dividend | ETF-Other | 1.04% | -0.05% | +0.41% | |
| 23 | MUB | Ishares National Muni Bond E | ETF-Other | 1.00% | -0.02% | +3.40% | |
| 24 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 0.99% | -0.55% | -51.65% | |
| 25 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | ETF-Other | 0.98% | +0.03% | +48.74% | |
| 26 | DJAN | Ft Vest U.s. Equity Deep Buf | ETF-Other | 0.93% | -0.93% | EXIT | |
| 27 | CAT | Caterpillar Inc | Stock-Industrials | 0.86% | -0.21% | +9.44% | |
| 28 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 0.86% | -0.08% | -4.25% | |
| 29 | MSFT | Microsoft CORP | Stock-Tech | 0.82% | +0.30% | +25.08% | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.81% | -0.05% | +15.37% | |
| 31 | ✓ | Stock-Other | 0.80% | +0.14% | — | ||
| 32 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 0.79% | -0.06% | +11.06% | |
| 33 | BSMV | Invesco Bulletshares 2031 Mb | ETF-Other | 0.75% | -0.01% | +6.95% | |
| 34 | BSMR | Invesco Bulletshares 2027 Mb | ETF-Other | 0.75% | +0.02% | +10.55% | |
| 35 | BSMU | Invesco Bulletshares 2030 Mb | ETF-Other | 0.73% | +0.04% | +7.19% | |
| 36 | BSMW | Invesco Bulletshares 2032 Mb | ETF-Other | 0.72% | — | +7.32% | |
| 37 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 0.71% | +0.14% | +20.45% | |
| 38 | IBDX | Ishares Ibonds Dec 2032 Tc | ETF-Other | 0.71% | +0.11% | +22.38% | |
| 39 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-Other | 0.71% | +0.13% | +19.44% | |
| 40 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-Other | 0.70% | +0.14% | +19.67% | |
| 41 | BSMS | Invesco Bulletshares 2028 Mb | ETF-Other | 0.70% | +0.03% | +7.11% | |
| 42 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.69% | -0.10% | — | |
| 43 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 0.69% | +0.16% | +16.98% | |
| 44 | BSMT | Invesco Bulletshares 2029 Mb | ETF-Other | 0.69% | +0.01% | +7.62% | |
| 45 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 0.68% | +0.17% | +16.34% | |
| 46 | ABBV | Abbvie Inc | Stock-Healthcare | 0.68% | -0.06% | +32.10% | |
| 47 | BSSX | Invesco Bulletshares 2033 Mb | ETF-Other | 0.67% | +0.02% | +7.78% | |
| 48 | IBDY | Ishares Ibonds Dec 2033 CORP | ETF-Other | 0.65% | +0.15% | +17.72% | |
| 49 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.64% | -0.01% | +18.84% | |
| 50 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.64% | -0.05% | -1.94% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | FFSM | Fidelity Fndm Sm Mid Cap ETF | +1.4% | NEW | New buy |
| 2 | LRCX | Lam Research CORP | +1.1% | +7.53% | Add |
| 3 | ✓ | +0.8% | NEW | New buy | |
| 4 | VOO | Vanguard S&p 500 ETF | +0.6% | +30.09% | Add |
| 5 | ABT | Abbott Laboratories | +0.4% | +760.08% | Add |
| 6 | VEA | Vanguard Ftse Developed ETF | +0.3% | +13.24% | Add |
| 7 | DRI | Darden Restaurants Inc | +0.3% | NEW | New buy |
| 8 | AIRR | First Trust Rba American Ind | +0.3% | +12.35% | Add |
| 9 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | +0.2% | +48.74% | Add |
| 10 | CAT | Caterpillar Inc | +0.2% | +9.44% | Add |
| 11 | DPZ | Domino's Pizza Inc | +0.2% | NEW | New buy |
| 12 | AVGO | Broadcom Inc | +0.2% | +14.07% | Add |
| 13 | CSCO | Cisco Systems Inc | +0.2% | +90.12% | Add |
| 14 | TMUS | T-mobile US Inc | +0.2% | NEW | New buy |
| 15 | VONE | Vanguard Russell 1000 | +0.2% | +20.28% | Add |
| 16 | RDVY | First Trust Rising Dividend | +0.2% | +72.80% | Add |
| 17 | ABBV | Abbvie Inc | +0.2% | +32.10% | Add |
| 18 | QCOM | Qualcomm Inc | +0.2% | +15.63% | Add |
| 19 | PM | Philip Morris International | +0.2% | NEW | New buy |
| 20 | VXF | Vanguard Extended Market ETF | +0.1% | +64.10% | Add |
| 21 | C | Citigroup Inc | +0.1% | NEW | New buy |
| 22 | WSM | Williams-sonoma Inc | +0.1% | +11.06% | Add |
| 23 | GOOG | Alphabet Inc-cl C | +0.1% | +59.64% | Add |
| 24 | AMD | Advanced Micro Devices | +0.1% | +10.39% | Add |
| 25 | UNH | Unitedhealth Group Inc | +0.1% | +13.35% | Add |
| 26 | IWF | Ishares Russell 1000 Growth | +0.1% | +1088.70% | Add |
| 27 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | NEW | New buy |
| 28 | IBM | Intl Business Machines CORP | +0.1% | NEW | New buy |
| 29 | PANW | Palo Alto Networks Inc | +0.1% | NEW | New buy |
| 30 | OC | Owens Corning | +0.1% | +7.32% | Add |
| 31 | IBDZ | Isharesibondsdec2034tmcorp | +0.1% | NEW | New buy |
| 32 | RTX | Rtx CORP | +0.1% | NEW | New buy |
| 33 | MU | Micron Technology Inc | +0.1% | NEW | New buy |
| 34 | TJX | Tjx Companies Inc | +0.1% | NEW | New buy |
| 35 | VGT | Vanguard Info Tech ETF | +0.1% | NEW | New buy |
| 36 | SDVY | First Trust Smid Cap Rising | +0.1% | +13.72% | Add |
| 37 | AAPL | Apple Inc | +0.1% | +12.86% | Add |
| 38 | WPC | Wp Carey Inc | +0.1% | NEW | New buy |
| 39 | NVDA | Nvidia CORP | +0.1% | +25.88% | Add |
| 40 | AMZN | Amazon.com Inc | +0.1% | +33.69% | Add |
| 41 | AMAT | Applied Materials Inc | +0.1% | +6.18% | Add |
| 42 | BX | Blackstone Inc | +0.1% | NEW | New buy |
| 43 | TXN | Texas Instruments Inc | +0.1% | NEW | New buy |
| 44 | CASY | Casey's General Stores Inc | +0.1% | NEW | New buy |
| 45 | ARCC | Ares Capital CORP | +0.1% | NEW | New buy |
| 46 | PAGP | Plains Gp Holdings Lp-cl A | +0.1% | NEW | New buy |
| 47 | IWD | Ishares Russell 1000 Value E | +0.1% | +16.99% | Add |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +97.84% | Add |
| 49 | BA 6 10-15-27Bond | Boeing Co/the | +0.1% | NEW | New buy |
| 50 | STX | Seagate Technology Holdings plc | +0.1% | NEW | New buy |
According to official SEC Form 13F filings, Precedent Wealth Partners, LLC reported a total U.S. public equity portfolio value of $651.0M across 207 disclosed positions in Q2 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, VOO) accounted for 18.6% of total reported equity market value during Q2 2026.
Top New Position Initiated
FFSM
市值: $8.3M
Top Position Liquidated / Trimmed
XOM
前期市值: $5.9M
During Q2 2026, Precedent Wealth Partners, LLC's top holdings by market value included VEA (6.8%)、VTI (5.1%)、VOO (3.3%). The largest single position, VEA, represented 6.8% of total portfolio value.
In Q2 2026, Precedent Wealth Partners, LLC made 195 total portfolio adjustments, initiating 52 new buys, adding to 104 positions, trimming 28 holdings, and fully liquidating 11 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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