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Precedent Wealth Partners, LLC

Diversified strategyMomentum followerQuality / disciplined sizing

Total reported value

$499.6M

Reporting period: 2026-03-31 · Number of holdings: 166

PRECEDENT WEALTH PARTNERS, LLC disclosed 166 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $499.6M and a quarterly turnover rate of 20.5%.

Personality snowflake

Concentration
7.16
Portfolio Stability
20.52
Momentum/Contrarian
100
Sector conviction
42.66
Diversification
100
Sizing Uniformity
85.91

Recent moves

  • Add DECM

    +81.9%　$7.9M

  • Add BUFH

    +2390.9%　$6.7M

  • Trim XLG

    -12.9%　-$2.4M

  • Trim DJAN

    -31.1%　-$2.5M

  • Add VEA

    +11.2%　$4.0M

  • Trim DFEB

    -55.1%　-$2.4M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1VEAVanguard Ftse Developed ETFETF-Other6.50%+0.53%+11.25%
2VTIVanguard Total Stock Mkt ETFETF-Other5.21%-0.50%-0.00%
3DECMFt Vest US Eq Max Buf DecETF-Other3.54%+1.49%+81.89%
4VOOVanguard S&p 500 ETFETF-Large Cap & Growth2.63%—+5.80%
5IVVIshares Core S&p 500 ETFETF-Large Cap & Growth2.62%—+7.21%
6DONWisdomtree US Midcap DividenETF-Other2.43%-0.29%-8.01%
7EFAIshares Msci Eafe ETFETF-Other2.39%—+1.66%
8SDVYFirst Trust Smid Cap RisingETF-Other2.31%+0.24%+13.85%
9XMHQInvesco S&p Midcap Qual ETFETF-Other2.25%+0.20%+13.94%
10DXJWisdomtree Japan Hedged EqETF-Other2.23%+0.50%+22.98%
11AIRRFirst Trust Rba American IndETF-Other2.20%+0.48%+18.92%
12XLGInvesco S&p 500 Top 50 ETFETF-Large Cap & Growth1.91%-0.59%-12.92%
13SDYSs Spdr S&p Dividend ETFETF-Other1.86%-0.23%-11.36%
14IJHIshares Core S&p Midcap ETFETF-Other1.71%—+0.78%
15VYMIVanguard Int High Dvd Yld InETF-Other1.69%+0.28%+19.82%
16BUFHFt Vest Laddered Maxbuf ETFETF-Other1.40%+1.34%+2390.92%
17LRCXLam Research CORPStock-Tech1.36%+0.21%-1.23%
18RSPInvesco S&p 500 Equal WeightETF-Large Cap & Growth1.22%—+2.35%
19AAPLApple INCStock-Tech1.21%—+1.33%
20DHSWisdomtree US High DividendETF-Other1.20%—-7.17%
21XOMExxon Mobil CORPStock-Energy1.19%+0.28%-2.65%
22AVGOBroadcom INCStock-Tech1.18%-0.20%+0.51%
23MUBIshares National Muni Bond EETF-Other1.15%+0.05%+10.91%
24VONEVanguard Russell 1000ETF-Other1.07%+0.08%+18.40%
25DJANFt Vest U.s. Equity Deep BufETF-Other1.06%-0.58%-31.08%
26PRFInvesco Rafi US 1000 ETFETF-Other0.95%+0.05%+9.88%
27BSMVInvesco Bulletshares 2031 MbETF-Other0.84%—+6.36%
28BSMRInvesco Bulletshares 2027 MbETF-Other0.81%—+8.88%
29BSMUInvesco Bulletshares 2030 MbETF-Other0.81%—+6.14%
30BSMWInvesco Bulletshares 2032 MbETF-Other0.80%—+7.77%
31BSMSInvesco Bulletshares 2028 MbETF-Other0.79%—+6.30%
32MSFTMicrosoft CORPStock-Tech0.78%-0.27%+2.05%
33BSMTInvesco Bulletshares 2029 MbETF-Other0.77%—+8.38%
34JPMJpmorgan Chase & CoStock-Financials0.76%—+1.56%
35BUFDFt Vst Lad Deep Buf Etf-usdiETF-Other0.75%+0.17%+37.61%
36BSSXInvesco Bulletshares 2033 MbETF-Other0.74%—+7.18%
37MDYState Street Spdr S&p MidcapETF-Other0.73%—-0.10%
38IBDWIshares Ibonds Dec 2031 CORPETF-Other0.71%—+4.13%
39IBDVIshares Ibonds Dec 2030 CORPETF-Other0.71%—+4.18%
40IBDUIshares Ibonds Dec 2029 TermETF-Other0.71%—+4.13%
41IBDTIshares Ibonds Dec 2028 ETFETF-Other0.71%—+4.20%
42IBDSIshrs Ibnds Dec 27 CORP ETFETF-Other0.71%—+4.18%
43IBDXIshares Ibonds Dec 2032 TcETF-Other0.70%—+2.56%
44IBDRIshares Ibonds Dec 2026 TermETF-Other0.69%—+3.00%
45IWBIshares Russell 1000 ETFETF-Other0.69%—-3.34%
46WSMWilliams-sonoma INCStock-Consumer Disc0.67%—+2.75%
47IBDYIshares Ibonds Dec 2033 CORPETF-Other0.67%—+5.35%
48SPABSs Spdr P Agg Bond ETFETF-Other0.65%—+9.71%
49CVXChevron CORPStock-Energy0.64%—-19.49%
50DNOVFt Vest US Equity Deep BuffeETF-Other0.64%—+1.58%
1–50 of 166

Holding changes this quarter

Precedent Wealth Partners, LLC's most significant position changes for 2026-03-31: Sold out: Ft Vest US Equity Deep Buffe (DMAY); Sold out: Ftvestus Max Buff ETF March (MARM); Sold out: Ft Vest US Eq Max Buf Feb (FEBM); New buy: Ishares Expanded Tech-softwa (IGV); Sold out: Texas Instruments INC (TXN).

Position changes disclosed by Precedent Wealth Partners, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1DECMFt Vest US Eq Max Buf Dec+1.5%+81.89%Add
2BUFHFt Vest Laddered Maxbuf ETF+1.3%+2390.92%Add
3VEAVanguard Ftse Developed ETF+0.5%+11.25%Add
4DXJWisdomtree Japan Hedged Eq+0.5%+22.98%Add
5AIRRFirst Trust Rba American Ind+0.5%+18.92%Add
6FISFidelity National Info Serv+0.5%+1507.47%Add
7VYMIVanguard Int High Dvd Yld In+0.3%+19.82%Add
8XOMExxon Mobil CORP+0.3%-2.65%Trim
9SDVYFirst Trust Smid Cap Rising+0.2%+13.85%Add
10DDECFt Vest U.s. Equity Deep Buf+0.2%+277.94%Add
11LRCXLam Research CORP+0.2%-1.23%Trim
12XMHQInvesco S&p Midcap Qual ETF+0.2%+13.94%Add
13BUFDFt Vst Lad Deep Buf Etf-usdi+0.2%+37.61%Add
14VZVerizon Communications INC+0.2%+37.50%Add
15TGTTarget CORP+0.1%+23.24%Add
16RSPDInvesco S&p 500 Equal Weight+0.1%+50.01%Add
17FDVVFidelity High Dividend ETF+0.1%+40.68%Add
18APDAir Products & Chemicals INC+0.1%+24.83%Add
19CATCaterpillar INC+0.1%+0.88%Add
20JNJJohnson & Johnson+0.1%+5.15%Add
21KMIKinder Morgan INC+0.1%+2.92%Add
22EOGEog Resources INC+0.1%+26.34%Add
23LMTLockheed Martin CORP+0.1%+2.41%Add
24TCHPT Rowe Price Blue Chip Growt+0.1%+242.06%Add
25VONEVanguard Russell 1000+0.1%+18.40%Add
26FDXFedex CORP+0.1%+5.12%Add
27MRKMerck & Co. INC.+0.1%+3.53%Add
28MUBIshares National Muni Bond E+0.1%+10.91%Add
29PRFInvesco Rafi US 1000 ETF+0.1%+9.88%Add
30QCOMQualcomm INC-0.1%+5.38%Add
31AVGOBroadcom INC-0.2%+0.51%Add
32SDYSs Spdr S&p Dividend ETF-0.2%-11.36%Trim
33MSFTMicrosoft CORP-0.3%+2.05%Add
34DONWisdomtree US Midcap Dividen-0.3%-8.01%Trim
35VTVVanguard Value ETF-0.4%-69.60%Trim
36VTIVanguard Total Stock Mkt ETF-0.5%-0.00%Trim
37JANMFt Vest US Eq Max Buf Jan-0.5%-89.73%Trim
38DFEBFt Vest U.s. Equity Deep Buf-0.5%-55.10%Trim
39DJANFt Vest U.s. Equity Deep Buf-0.6%-31.08%Trim
40XLGInvesco S&p 500 Top 50 ETF-0.6%-12.92%Trim
41DMAYFt Vest US Equity Deep Buffe—EXITSold out
42MARMFtvestus Max Buff ETF March—EXITSold out
43FEBMFt Vest US Eq Max Buf Feb—EXITSold out
44IGVIshares Expanded Tech-softwa—NEWNew buy
45TXNTexas Instruments INC—EXITSold out
46TDVIFt Vest Technology Dividend—EXITSold out
47RDVYFirst Trust Rising Dividend—NEWNew buy
48DMARFt Vest US Equity Deep Buffe—EXITSold out
49SHOPShopify INC - Class A—NEWNew buy
50AFLAflac INC—NEWNew buy

FAQ

What is Precedent Wealth Partners, LLC and what type of investor is it?
Precedent Wealth Partners, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $499.6M, spread across 166 disclosed positions.
What are Precedent Wealth Partners, LLC's largest equity positions?
Based on the latest 13F filing, Precedent Wealth Partners, LLC's top holdings by market value are: 1. Vanguard Ftse Developed ETF (VEA) — $32.5M (6.5%) 2. Vanguard Total Stock Mkt ETF (VTI) — $26.0M (5.2%) 3. Ft Vest US Eq Max Buf Dec (DECM) — $17.7M (3.5%) 4. Vanguard S&p 500 ETF (VOO) — $13.1M (2.6%) 5. Ishares Core S&p 500 ETF (IVV) — $13.1M (2.6%)
What changes did Precedent Wealth Partners, LLC make in its most recent portfolio filing?
In the latest reported quarter, Precedent Wealth Partners, LLC made 50 notable position adjustments: 4 new positions were initiated, 30 existing holdings were added to, 10 positions were partially reduced, and 6 were completely exited. The largest of these moves: Sold out: Ft Vest US Equity Deep Buffe (DMAY); Sold out: Ftvestus Max Buff ETF March (MARM); Sold out: Ft Vest US Eq Max Buf Feb (FEBM); New buy: Ishares Expanded Tech-softwa (IGV); Sold out: Texas Instruments INC (TXN)
What sectors does Precedent Wealth Partners, LLC focus on?
Precedent Wealth Partners, LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 26.7% • Energy: 11.4% • Health Care: 11.1% • Financials: 11.0% • Industrials: 10.7% • Consumer Staples: 9.4%