PRECEDENT WEALTH PARTNERS, LLC Q4 2025 Filing
Filed January 7, 2026
Portfolio Value
$476.8M
Holdings
171
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (171 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VEAVANGUARD TAX-MANAGED FDS | 455,712 | $28.5M | 5.97% | |
| 2 | VTIVANGUARD INDEX FDS | 81,163 | $27.2M | 5.71% | |
| 3 | VOOVANGUARD INDEX FDS | 20,782 | $13.0M | 2.73% | |
| 4 | DONWISDOMTREE TR | 251,334 | $13.0M | 2.72% | |
| 5 | IVVISHARES TR | 18,693 | $12.8M | 2.69% | |
| 6 | XLGINVESCO EXCHANGE TRADED FD T | 201,085 | $11.9M | 2.50% | |
| 7 | EFAISHARES TR | 120,759 | $11.6M | 2.43% | |
| 8 | SDYSPDR SER TR | 71,737 | $10.0M | 2.09% | |
| 9 | SDVYFIRST TR EXCHANGE-TRADED FD | 257,587 | $9.9M | 2.07% | |
| 10 | DECMFIRST TR EXCHNG TRADED FD VI | 297,765 | $9.8M | 2.05% | |
| 11 | XMHQINVESCO EXCHANGE TRADED FD T | 95,278 | $9.8M | 2.05% | |
| 12 | IJHISHARES TR | 125,403 | $8.3M | 1.74% | |
| 13 | DXJWISDOMTREE TR | 57,151 | $8.2M | 1.73% | |
| 14 | AIRRFIRST TR EXCHANGE-TRADED FD | 83,322 | $8.2M | 1.72% | |
| 15 | DJANFIRST TR EXCHNG TRADED FD VI | 180,545 | $7.8M | 1.64% | |
| 16 | VYMIVANGUARD WHITEHALL FDS | 74,764 | $6.7M | 1.41% | |
| 17 | AVGOBROADCOM INC | 18,993 | $6.6M | 1.38% | |
| 18 | AAPLAPPLE INC | 23,460 | $6.4M | 1.34% | |
| 19 | DHSWISDOMTREE TR | 59,008 | $6.0M | 1.26% | |
| 20 | RSPINVESCO EXCHANGE TRADED FD T | 30,989 | $5.9M | 1.24% | |
| 21 | LRCXLAM RESEARCH CORP | 32,111 | $5.5M | 1.15% | |
| 22 | MUBISHARES TR | 48,965 | $5.2M | 1.10% | |
| 23 | DMAYFIRST TR EXCHNG TRADED FD VI | 113,880 | $5.2M | 1.08% | |
| 24 | MSFTMICROSOFT CORP | 10,358 | $5.0M | 1.05% | |
| 25 | VONEVANGUARD SCOTTSDALE FDS | 15,303 | $4.7M | 0.99% | |
| 26 | XOMEXXON MOBIL CORP | 35,878 | $4.3M | 0.91% | |
| 27 | PRFINVESCO EXCHANGE TRADED FD T | 91,133 | $4.3M | 0.90% | |
| 28 | DFEBFIRST TR EXCHNG TRADED FD VI | 89,516 | $4.3M | 0.90% | |
| 29 | JPMJPMORGAN CHASE & CO | 12,734 | $4.1M | 0.86% | |
| 30 | BSMVINVESCO EXCH TRD SLF IDX FD | 189,917 | $4.0M | 0.84% | |
| 31 | BSMUINVESCO EXCH TRD SLF IDX FD | 175,511 | $3.9M | 0.81% | |
| 32 | BSMWINVESCO EXCH TRD SLF IDX FD | 149,715 | $3.8M | 0.79% | |
| 33 | BSMRINVESCO EXCH TRD SLF IDX FD | 157,893 | $3.7M | 0.78% | |
| 34 | IWBISHARES TR | 9,966 | $3.7M | 0.78% | |
| 35 | BSMYINVESCO EXCH TRD SLF IDX FD | 158,066 | $3.7M | 0.78% | |
| 36 | BSMTINVESCO EXCH TRD SLF IDX FD | 153,447 | $3.6M | 0.74% | |
| 37 | MDYSPDR S&P MIDCAP 400 ETF TR | 5,886 | $3.5M | 0.74% | |
| 38 | BSSXINVESCO EXCH TRD SLF IDX FD | 135,042 | $3.5M | 0.73% | |
| 39 | IBDWISHARES TR | 163,647 | $3.5M | 0.73% | |
| 40 | IBDVISHARES TR | 155,786 | $3.4M | 0.72% | |
| 41 | IBDXISHARES TR | 134,202 | $3.4M | 0.72% | |
| 42 | IBDUISHARES TR | 146,292 | $3.4M | 0.72% | |
| 43 | IBDTISHARES TR | 134,140 | $3.4M | 0.72% | |
| 44 | IBDSISHARES TR | 139,784 | $3.4M | 0.71% | |
| 45 | IBDRISHARES TR | 138,583 | $3.4M | 0.70% | |
| 46 | MARMFIRST TR EXCHNG TRADED FD VI | 99,809 | $3.3M | 0.69% | |
| 47 | DNOVFIRST TR EXCHNG TRADED FD VI | 65,648 | $3.2M | 0.67% | |
| 48 | IBDYISHARES TR | 122,018 | $3.2M | 0.67% | |
| 49 | WSMWILLIAMS SONOMA INC | 17,763 | $3.2M | 0.67% | |
| 50 | SPABSPDR SER TR | 115,074 | $3.0M | 0.62% | |
| 51 | CVXCHEVRON CORP NEW | 19,237 | $2.9M | 0.61% | |
| 52 | BSMQINVESCO EXCH TRD SLF IDX FD | 122,388 | $2.9M | 0.61% | |
| 53 | FEBMFIRST TR EXCHNG TRADED FD VI | 94,006 | $2.9M | 0.60% | |
| 54 | ABBVABBVIE INC | 12,194 | $2.8M | 0.58% | |
| 55 | IWDISHARES TR | 13,149 | $2.8M | 0.58% | |
| 56 | BACBANK AMERICA CORP | 50,097 | $2.8M | 0.58% | |
| 57 | BUFDFIRST TR EXCHNG TRADED FD VI | 97,181 | $2.7M | 0.58% | |
| 58 | JANMFIRST TR EXCHNG TRADED FD VI | 82,562 | $2.7M | 0.57% | |
| 59 | AMGNAMGEN INC | 7,940 | $2.6M | 0.54% | |
| 60 | VYMVANGUARD WHITEHALL FDS | 18,085 | $2.6M | 0.54% | |
| 61 | CATCATERPILLAR INC | 4,412 | $2.5M | 0.53% | |
| 62 | JNJJOHNSON & JOHNSON | 12,211 | $2.5M | 0.53% | |
| 63 | MCDMCDONALDS CORP | 8,055 | $2.5M | 0.52% | |
| 64 | VTVVANGUARD INDEX FDS | 12,479 | $2.4M | 0.50% | |
| 65 | QCOMQUALCOMM INC | 13,784 | $2.4M | 0.49% | |
| 66 | BLKBLACKROCK INC | 2,183 | $2.3M | 0.49% | |
| 67 | MRKMERCK & CO INC | 21,975 | $2.3M | 0.49% | |
| 68 | KMIKINDER MORGAN INC DEL | 84,092 | $2.3M | 0.48% | |
| 69 | VTEBVANGUARD MUN BD FDS | 44,319 | $2.2M | 0.47% | |
| 70 | DGDOLLAR GEN CORP NEW | 15,772 | $2.1M | 0.44% | |
| 71 | METMETLIFE INC | 26,378 | $2.1M | 0.44% | |
| 72 | LMTLOCKHEED MARTIN CORP | 4,228 | $2.0M | 0.43% | |
| 73 | MOALTRIA GROUP INC | 34,434 | $2.0M | 0.42% | |
| 74 | NVDANVIDIA CORPORATION | 10,507 | $2.0M | 0.41% | |
| 75 | KRKROGER CO | 31,178 | $1.9M | 0.41% | |
| 76 | ADPAUTOMATIC DATA PROCESSING IN | 7,411 | $1.9M | 0.40% | |
| 77 | DUKDUKE ENERGY CORP NEW | 16,119 | $1.9M | 0.40% | |
| 78 | PNCPNC FINL SVCS GROUP INC | 8,955 | $1.9M | 0.39% | |
| 79 | ACNACCENTURE PLC IRELAND | 6,771 | $1.8M | 0.38% | |
| 80 | HDHOME DEPOT INC | 5,268 | $1.8M | 0.38% | |
| 81 | AOSSMITH A O CORP | 26,510 | $1.8M | 0.37% | |
| 82 | TXNTEXAS INSTRS INC | 10,018 | $1.7M | 0.36% | |
| 83 | RSPDINVESCO EXCHANGE TRADED FD T | 29,739 | $1.7M | 0.36% | |
| 84 | BUFRFIRST TR EXCHNG TRADED FD VI | 49,433 | $1.7M | 0.36% | |
| 85 | FDVVFIDELITY COVINGTON TRUST | 29,682 | $1.7M | 0.35% | |
| 86 | HSYHERSHEY CO | 9,157 | $1.7M | 0.35% | |
| 87 | TDVIFIRST TR EXCHANGE-TRADED FD | 59,958 | $1.7M | 0.35% | |
| 88 | ITWILLINOIS TOOL WKS INC | 6,588 | $1.6M | 0.34% | |
| 89 | AQLTISHARES TR | 11,324 | $1.6M | 0.34% | |
| 90 | FDXFEDEX CORP | 5,525 | $1.6M | 0.33% | |
| 91 | INTUINTUIT | 2,357 | $1.6M | 0.33% | |
| 92 | KOCOCA COLA CO | 21,534 | $1.5M | 0.32% | |
| 93 | ONEYSPDR SER TR | 12,847 | $1.5M | 0.31% | |
| 94 | GOOGLALPHABET INC | 4,587 | $1.4M | 0.30% | |
| 95 | AMZNAMAZON COM INC | 6,187 | $1.4M | 0.30% | |
| 96 | SPYSPDR S&P 500 ETF TR | 2,059 | $1.4M | 0.29% | |
| 97 | SCHDSCHWAB STRATEGIC TR | 49,925 | $1.4M | 0.29% | |
| 98 | DYHTARGET CORP | 13,875 | $1.4M | 0.28% | |
| 99 | KNGFIRST TR EXCHANGE-TRADED FD | 27,060 | $1.3M | 0.28% | |
| 100 | APDAIR PRODS & CHEMS INC | 5,259 | $1.3M | 0.27% |
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