PRECEDENT WEALTH PARTNERS, LLC Q3 2025 Filing

Filed October 14, 2025

Portfolio Value

$454.1B

Holdings

168

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (168 positions)

#	Stock	Shares	Value	% Portfolio
1	VTIVANGUARD INDEX FDS	81,470	$26.7B	5.89%
2	VEAVANGUARD TAX-MANAGED FDS	407,066	$24.4B	5.37%
3	DONWISDOMTREE TR	274,941	$14.4B	3.17%
4	IVVISHARES TR	19,189	$12.8B	2.83%
5	XLGINVESCO EXCHANGE TRADED FD T	209,932	$12.1B	2.66%
6	VOOVANGUARD INDEX FDS	18,511	$11.3B	2.50%
7	EFAISHARES TR	120,759	$11.3B	2.48%
8	SDYSPDR SER TR	78,673	$11.0B	2.43%
9	DFEBFIRST TR EXCHNG TRADED FD VI	220,227	$10.2B	2.26%
10	XMHQINVESCO EXCHANGE TRADED FD T	90,134	$9.5B	2.08%
11	SDVYFIRST TR EXCHANGE-TRADED FD	244,732	$9.3B	2.05%
12	DJANFIRST TR EXCHNG TRADED FD VI	215,460	$9.1B	2.00%
13	IJHISHARES TR	130,221	$8.5B	1.87%
14	DECMFIRST TR EXCHNG TRADED FD VI	239,453	$7.7B	1.70%
15	RSPINVESCO EXCHANGE TRADED FD T	37,771	$7.2B	1.58%
16	AVGOBROADCOM INC	19,923	$6.6B	1.45%
17	AIRRFIRST TR EXCHANGE-TRADED FD	62,772	$6.1B	1.34%
18	DHSWISDOMTREE TR	59,976	$6.0B	1.33%
19	DXJWISDOMTREE TR	46,811	$6.0B	1.32%
20	AAPLAPPLE INC	22,808	$5.8B	1.28%
21	VYMIVANGUARD WHITEHALL FDS	63,581	$5.4B	1.19%
22	MUBISHARES TR	49,821	$5.3B	1.17%
23	MSFTMICROSOFT CORP	10,062	$5.2B	1.15%
24	DMAYFIRST TR EXCHNG TRADED FD VI	113,880	$5.0B	1.11%
25	LRCXLAM RESEARCH CORP	33,664	$4.5B	0.99%
26	PRFINVESCO EXCHANGE TRADED FD T	94,128	$4.3B	0.94%
27	IWBISHARES TR	11,335	$4.1B	0.91%
28	JPMJPMORGAN CHASE & CO	12,564	$4.0B	0.87%
29	XOMEXXON MOBIL CORP	34,976	$3.9B	0.87%
30	BSMVINVESCO EXCH TRD SLF IDX FD	178,091	$3.7B	0.82%
31	BSMUINVESCO EXCH TRD SLF IDX FD	162,116	$3.6B	0.78%
32	MDYSPDR S&P MIDCAP 400 ETF TR	5,951	$3.5B	0.78%
33	BSMRINVESCO EXCH TRD SLF IDX FD	146,146	$3.5B	0.76%
34	BSMYINVESCO EXCH TRD SLF IDX FD	146,298	$3.4B	0.75%
35	BSMWINVESCO EXCH TRD SLF IDX FD	136,593	$3.4B	0.75%
36	WSMWILLIAMS SONOMA INC	17,421	$3.4B	0.75%
37	MARMFIRST TR EXCHNG TRADED FD VI	100,722	$3.3B	0.72%
38	IBDXISHARES TR	127,890	$3.3B	0.72%
39	IBDWISHARES TR	153,880	$3.3B	0.72%
40	IBDVISHARES TR	146,348	$3.2B	0.71%
41	BSMTINVESCO EXCH TRD SLF IDX FD	139,495	$3.2B	0.71%
42	IBDUISHARES TR	137,256	$3.2B	0.71%
43	IBDTISHARES TR	125,708	$3.2B	0.71%
44	IBDSISHARES TR	130,883	$3.2B	0.70%
45	IBDRISHARES TR	130,033	$3.2B	0.70%
46	VONEVANGUARD SCOTTSDALE FDS	10,348	$3.1B	0.69%
47	BSMQINVESCO EXCH TRD SLF IDX FD	128,677	$3.0B	0.67%
48	CVXCHEVRON CORP NEW	19,175	$3.0B	0.66%
49	FEBMFIRST TR EXCHNG TRADED FD VI	95,212	$2.8B	0.63%
50	ABBVABBVIE INC	11,752	$2.7B	0.60%
51	JANMFIRST TR EXCHNG TRADED FD VI	82,700	$2.7B	0.59%
52	IWDISHARES TR	13,136	$2.7B	0.59%
53	BUFDFIRST TR EXCHNG TRADED FD VI	93,618	$2.6B	0.57%
54	VYMVANGUARD WHITEHALL FDS	18,072	$2.5B	0.56%
55	BACBANK AMERICA CORP	48,760	$2.5B	0.55%
56	SPABSPDR SER TR	96,902	$2.5B	0.55%
57	BLKBLACKROCK INC	2,071	$2.4B	0.53%
58	VTEBVANGUARD MUN BD FDS	46,816	$2.3B	0.52%
59	MCDMCDONALDS CORP	7,559	$2.3B	0.51%
60	KMIKINDER MORGAN INC DEL	80,895	$2.3B	0.50%
61	JNJJOHNSON & JOHNSON	11,831	$2.2B	0.48%
62	QCOMQUALCOMM INC	13,065	$2.2B	0.48%
63	IBDQISHARES TR	86,121	$2.2B	0.48%
64	MOALTRIA GROUP INC	32,700	$2.2B	0.48%
65	ADPAUTOMATIC DATA PROCESSING IN	7,281	$2.1B	0.47%
66	AMGNAMGEN INC	7,569	$2.1B	0.47%
67	CATCATERPILLAR INC	4,470	$2.1B	0.47%
68	METMETLIFE INC	24,530	$2.0B	0.44%
69	KRKROGER CO	29,560	$2.0B	0.44%
70	HDHOME DEPOT INC	4,844	$2.0B	0.43%
71	LMTLOCKHEED MARTIN CORP	3,904	$1.9B	0.43%
72	TXNTEXAS INSTRS INC	10,550	$1.9B	0.43%
73	NVDANVIDIA CORPORATION	10,328	$1.9B	0.42%
74	AOSSMITH A O CORP	25,262	$1.9B	0.41%
75	DUKDUKE ENERGY CORP NEW	14,914	$1.8B	0.41%
76	QQQINVESCO EXCH TRD SLF IDX FD	70,070	$1.7B	0.38%
77	BUFRFIRST TR EXCHNG TRADED FD VI	51,224	$1.7B	0.38%
78	PNCPNC FINL SVCS GROUP INC	8,498	$1.7B	0.38%
79	MRKMERCK & CO INC	20,028	$1.7B	0.37%
80	ACNACCENTURE PLC IRELAND	6,725	$1.7B	0.37%
81	TDVIFIRST TR EXCHANGE-TRADED FD	55,838	$1.6B	0.35%
82	AQLTISHARES TR	11,184	$1.6B	0.35%
83	ITWILLINOIS TOOL WKS INC	6,021	$1.6B	0.35%
84	HSYHERSHEY CO	8,330	$1.6B	0.34%
85	DGDOLLAR GEN CORP NEW	14,512	$1.5B	0.33%
86	INTUINTUIT	2,110	$1.4B	0.32%
87	OCOWENS CORNING NEW	10,148	$1.4B	0.32%
88	NKENIKE INC	20,565	$1.4B	0.32%
89	ONEYSPDR SER TR	12,630	$1.4B	0.31%
90	BSSXINVESCO EXCH TRD SLF IDX FD	55,626	$1.4B	0.31%
91	FDVVFIDELITY COVINGTON TRUST	25,499	$1.4B	0.31%
92	BACVERIZON COMMUNICATIONS INC	32,093	$1.4B	0.31%
93	APDAIR PRODS & CHEMS INC	5,142	$1.4B	0.31%
94	AMZNAMAZON COM INC	6,371	$1.4B	0.31%
95	KNGFIRST TR EXCHANGE-TRADED FD	28,253	$1.4B	0.31%
96	SPYSPDR S&P 500 ETF TR	2,059	$1.4B	0.30%
97	ZTSZOETIS INC	9,360	$1.4B	0.30%
98	SCHDSCHWAB STRATEGIC TR	49,270	$1.3B	0.30%
99	DYHTARGET CORP	14,514	$1.3B	0.29%
100	CMCSACOMCAST CORP NEW	40,321	$1.3B	0.28%

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