Investor
PRECEDENT WEALTH PARTNERS, LLC
CIK 0002008666 · filed 2026-04-14 · SEC filing
13F book
$499.6M
Positions
166
7 new · 12 sold
Largest name
6.5%
Vanguard Tax-Managed Fds
Est. mark
$3.57M
Price effect on 159 names still held. Flow $19.2M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Vanguard Tax-Managed Fds | — | 507K | $32.5M | 6.5% | $733.7K | Added$4.02M |
| Vanguard Index Fds | — | 81.2K | $26M | 5.2% | −$1.17M | Cut−$1.17M |
| First Tr Exchng Traded Fd Vi | — | 541.6K | $17.7M | 3.5% | −$52.9K | Added$7.91M |
| Vanguard Index Fds | — | 22K | $13.1M | 2.6% | −$614.1K | Added$106.5K |
| Ishares Tr | — | 20K | $13.1M | 2.6% | −$592.8K | Added$287.8K |
| Wisdomtree Tr | — | 231.2K | $12.1M | 2.4% | $217.3K | Cut−$822K |
| Ishares Tr | — | 122.8K | $11.9M | 2.4% | $132.8K | Added$327.9K |
| First Tr Exchange-Traded Fd | — | 293.3K | $11.6M | 2.3% | $286K | Added$1.69M |
| Invesco Exchange Traded Fd T | — | 108.6K | $11.2M | 2.2% | $90.5K | Added$1.46M |
| Wisdomtree Tr | — | 70.3K | $11.1M | 2.2% | $824.1K | Added$2.91M |
| First Tr Exchange Traded Fd | — | 99.1K | $11M | 2.2% | $1.04M | Added$2.78M |
| Invesco Exchange Traded Fd T | — | 175.1K | $9.55M | 1.9% | −$828.2K | Cut−$2.37M |
| Spdr Series Trust | — | 63.6K | $9.28M | 1.9% | $431.2K | Cut−$703K |
| Ishares Tr | — | 126.4K | $8.53M | 1.7% | $191.9K | Added$257.6K |
| Vanguard Whitehall Fds | — | 89.6K | $8.44M | 1.7% | $317K | Added$1.71M |
| First Tr Exchng Traded Fd Vi | — | 335.5K | $6.98M | 1.4% | −$443 | Added$6.7M |
| Lam Research Corp | LRCX | 31.7K | $6.78M | 1.4% | $1.35M | Cut$1.28M |
| Invesco Exchange Traded Fd T | — | 31.7K | $6.09M | 1.2% | $11.2K | Added$150.7K |
| Apple Inc. | AAPL | 23.8K | $6.03M | 1.2% | −$423.9K | Added−$344.5K |
| Wisdomtree Tr | — | 54.8K | $5.98M | 1.2% | $405.4K | Cut−$25.4K |
| Exxon Mobil Corp | — | 34.9K | $5.93M | 1.2% | $1.72M | Cut$1.61M |
| Broadcom Inc. | AVGO | 19.1K | $5.91M | 1.2% | −$694.7K | Added−$664.7K |
| Ishares Tr | — | 54.3K | $5.76M | 1.2% | −$47K | Added$519.8K |
| Vanguard Scottsdale Fds | — | 18.1K | $5.35M | 1.1% | −$212.8K | Added$618.3K |
| First Tr Exchng Traded Fd Vi | — | 124.4K | $5.29M | 1.1% | −$110.1K | Cut−$2.55M |
| Invesco Exchange Traded Fd T | — | 100.1K | $4.76M | 1.0% | $55.6K | Added$483.6K |
| Invesco Exch Trd Slf Idx Fd | — | 202K | $4.22M | 0.8% | −$48.4K | Added$203.7K |
| Invesco Exch Trd Slf Idx Fd | — | 171.9K | $4.07M | 0.8% | −$1.77K | Added$329.8K |
| Invesco Exch Trd Slf Idx Fd | — | 186.3K | $4.06M | 0.8% | −$37.1K | Added$198.1K |
| Invesco Exch Trd Slf Idx Fd | — | 161.4K | $4.01M | 0.8% | −$38.4K | Added$250.9K |
| Invesco Exch Trd Slf Idx Fd | — | 168K | $3.93M | 0.8% | −$16.6K | Added$216.4K |
| Microsoft Corp | MSFT | 10.6K | $3.91M | 0.8% | −$1.17M | Added−$1.1M |
| Invesco Exch Trd Slf Idx Fd | — | 166.3K | $3.83M | 0.8% | −$19.4K | Added$276.5K |
| Jpmorgan Chase & Co. | — | 12.9K | $3.8M | 0.8% | −$357.2K | Added−$298.6K |
| First Tr Exchng Traded Fd Vi | — | 133.7K | $3.74M | 0.8% | −$23.3K | Added$1M |
| Invesco Exch Trd Slf Idx Fd | — | 144.7K | $3.68M | 0.7% | −$58.9K | Added$187.6K |
| Spdr S&P Midcap 400 Etf Tr | — | 5.88K | $3.63M | 0.7% | $79.3K | Cut$75.6K |
| Ishares Tr | — | 170.4K | $3.57M | 0.7% | −$36K | Added$105.5K |
| Ishares Tr | — | 162.3K | $3.55M | 0.7% | −$28K | Added$114.5K |
| Ishares Tr | — | 152.3K | $3.54M | 0.7% | −$21.2K | Added$119.5K |
| Ishares Tr | — | 139.8K | $3.54M | 0.7% | −$16.7K | Added$126.1K |
| Ishares Tr | — | 145.6K | $3.53M | 0.7% | −$5.56K | Added$136.1K |
| Ishares Tr | — | 137.6K | $3.48M | 0.7% | −$34.9K | Added$52.1K |
| Ishares Tr | — | 142.7K | $3.46M | 0.7% | $1.4K | Added$102.1K |
| Ishares Tr | — | 9.63K | $3.43M | 0.7% | −$162.6K | Cut−$287K |
| Williams Sonoma Inc | WSM | 18.3K | $3.33M | 0.7% | $66.5K | Added$155.7K |
| Ishares Tr | — | 128.5K | $3.32M | 0.7% | −$35.4K | Added$133.2K |
| Spdr Series Trust | — | 126.2K | $3.23M | 0.6% | −$14.9K | Added$271.3K |
| Chevron Corp New | CVX | 15.5K | $3.2M | 0.6% | $844.1K | Cut$272.5K |
| First Tr Exchng Traded Fd Vi | — | 66.7K | $3.19M | 0.6% | −$61.2K | Added−$11.5K |
| Caterpillar Inc | CAT | 4.45K | $3.15M | 0.6% | $598.3K | Added$625.9K |
| Johnson & Johnson | JNJ | 12.8K | $3.14M | 0.6% | $458K | Added$611.7K |
| Invesco Exch Trd Slf Idx Fd | — | 125.3K | $2.96M | 0.6% | −$2.45K | Added$66.7K |
| Kinder Morgan Inc Del | — | 86.5K | $2.9M | 0.6% | $507.9K | Added$590.3K |
| Amgen Inc | AMGN | 8.15K | $2.87M | 0.6% | $195K | Added$267.5K |
| Ishares Tr | — | 13.2K | $2.82M | 0.6% | $43.8K | Added$50K |
| Merck & Co., Inc. | MRK | 22.8K | $2.74M | 0.5% | $330.2K | Added$423.5K |
| Vanguard Whitehall Fds | — | 18.4K | $2.73M | 0.5% | $82.9K | Added$130.2K |
| AbbVie Inc. | ABBV | 12.3K | $2.67M | 0.5% | −$134K | Added−$116.6K |
| Mcdonalds Corp | MCD | 8.45K | $2.63M | 0.5% | $41.5K | Added$163.7K |
| Lockheed Martin Corp | LMT | 4.33K | $2.62M | 0.5% | $510.5K | Added$572.2K |
| Bank America Corp | — | 51.3K | $2.5M | 0.5% | −$313.1K | Added−$256.6K |
| Fidelity Natl Information Sv | — | 51.9K | $2.43M | 0.5% | −$63.1K | Added$2.22M |
| Altria Group, Inc. | MO | 36.3K | $2.4M | 0.5% | $286.8K | Added$412K |
| Invesco Exchange Traded Fd T | — | 44.6K | $2.39M | 0.5% | −$104.1K | Added$691.9K |
| Kroger Co | KR | 32.7K | $2.37M | 0.5% | $308.1K | Added$417.9K |
| Vanguard Mun Bd Fds | — | 46.5K | $2.32M | 0.5% | −$17.7K | Added$90.1K |
| Fidelity Covington Trust | — | 41.8K | $2.31M | 0.5% | −$43K | Added$624K |
| Duke Energy Corp New | — | 16.9K | $2.22M | 0.4% | $221.4K | Added$326.7K |
| Ishares Tr | — | 27.6K | $2.21M | 0.4% | — | New |
| BlackRock, Inc. | BLK | 2.26K | $2.17M | 0.4% | −$237.2K | Added−$167K |
| Verizon Communications Inc | VZ | 42.7K | $2.14M | 0.4% | $293.9K | Added$878K |
| Target Corp | TGT | 17.1K | $2.07M | 0.4% | $325.4K | Added$716.3K |
| Fedex Corp | FDX | 5.81K | $2.07M | 0.4% | $371.9K | Added$472.7K |
| Hershey Co | HSY | 9.65K | $2.01M | 0.4% | $237.4K | Added$340.9K |
| Metlife Inc | — | 28K | $1.98M | 0.4% | −$216.8K | Added−$104.8K |
| Dollar Gen Corp New | — | 16.5K | $1.95M | 0.4% | −$221.4K | Added−$140.1K |
| Pnc Finl Svcs Group Inc | — | 9.29K | $1.93M | 0.4% | −$5.7K | Added$63.2K |
| Air Prods & Chems Inc | — | 6.57K | $1.91M | 0.4% | $228.7K | Added$608.1K |
| First Tr Exchng Traded Fd Vi | — | 40.2K | $1.9M | 0.4% | −$14.1K | Cut−$2.37M |
| Home Depot, Inc. | HD | 5.75K | $1.89M | 0.4% | −$80K | Added$77.9K |
| Qualcomm Inc | — | 14.5K | $1.87M | 0.4% | −$582.5K | Added−$487K |
| Illinois Tool Wks Inc | — | 7.07K | $1.84M | 0.4% | $92.3K | Added$217.2K |
| Smith A O Corp | AOS | 27.7K | $1.83M | 0.4% | −$24.9K | Added$52K |
| Coca Cola Co | KO | 23.5K | $1.79M | 0.4% | $132.3K | Added$280.4K |
| Nvidia Corp | NVDA | 10.2K | $1.78M | 0.4% | −$123.1K | Cut−$182.8K |
| First Tr Exchng Traded Fd Vi | — | 51.5K | $1.74M | 0.3% | −$24.2K | Added$44.7K |
| First Tr Exchange-Traded Fd | — | 33.9K | $1.65M | 0.3% | −$11.9K | Added$320.1K |
| Comcast Corp New | — | 57K | $1.64M | 0.3% | −$48.3K | Added$414.4K |
| First Tr Exchng Traded Fd Vi | — | 36.9K | $1.63M | 0.3% | −$7.9K | Added$1.19M |
| Automatic Data Processing In | — | 7.98K | $1.62M | 0.3% | −$400.5K | Added−$285.1K |
| Accenture Plc Ireland | — | 8.17K | $1.62M | 0.3% | −$473.9K | Added−$196.9K |
| Ishares Tr | — | 10.3K | $1.56M | 0.3% | $106K | Cut−$35.6K |
| Spdr Series Trust | — | 12.8K | $1.53M | 0.3% | $83K | Cut$75.8K |
| Schwab Strategic Tr | — | 49K | $1.5M | 0.3% | $159.4K | Cut$135K |
| Wec Energy Group, Inc. | WEC | 13K | $1.5M | 0.3% | $119.8K | Added$275.9K |
| Owens Corning New | — | 13.8K | $1.5M | 0.3% | −$39.2K | Added$307.6K |
| Zoetis Inc. | ZTS | 12.3K | $1.46M | 0.3% | −$74.5K | Added$227.6K |
| NIKE, Inc. | NKE | 26.4K | $1.4M | 0.3% | −$219K | Added$115.9K |
| Spdr S&P 500 Etf Tr | — | 2.05K | $1.33M | 0.3% | −$64.7K | Cut−$71.5K |
| Alphabet Inc | — | 4.52K | $1.3M | 0.3% | −$115.1K | Cut−$135.1K |
| Amazon Com Inc | AMZN | 6.09K | $1.27M | 0.3% | −$137.3K | Cut−$160.3K |
| Intuit Inc. | INTU | 2.86K | $1.24M | 0.2% | −$541.8K | Added−$323.4K |
| Eog Res Inc | — | 8.51K | $1.23M | 0.2% | $266.6K | Added$523.2K |
| Unitedhealth Group Inc | UNH | 4.5K | $1.22M | 0.2% | −$220.8K | Added−$6.78K |
| Conocophillips | COP | 8.47K | $1.12M | 0.2% | $325.4K | Cut$268.5K |
| First Tr Exchange Traded Fd | — | 15.7K | $1.07M | 0.2% | — | New |
| Vanguard Index Fds | — | 5.19K | $1.07M | 0.2% | −$17.2K | Cut−$19.5K |
| Cummins Inc | CMI | 1.92K | $1.03M | 0.2% | $52K | Added$72.4K |
| Walmart Inc. | WMT | 8.07K | $1M | 0.2% | $103.9K | Cut$75.7K |
| Alphabet Inc | — | 3.04K | $873.6K | 0.2% | −$82K | Cut−$83.3K |
| Wisdomtree Tr | — | 16.2K | $859.2K | 0.2% | $53.5K | Added$64.2K |
| Ishares Tr | — | 18.8K | $800.8K | 0.2% | $58.6K | Cut−$61.6K |
| Vanguard Index Fds | — | 3.79K | $744.3K | 0.1% | $19.8K | Cut−$1.64M |
| Invesco Qqq Tr | — | 1.27K | $735.3K | 0.1% | −$47.3K | Held |
| Meta Platforms, Inc. | META | 1.26K | $718.7K | 0.1% | −$110.5K | Cut−$189.7K |
| First Tr Exchng Traded Fd Vi | — | 14.8K | $651.2K | 0.1% | −$14K | Cut−$92.9K |
| T Rowe Price Etf Inc | — | 14.4K | $635.6K | 0.1% | −$23.9K | Added$425.9K |
| American Express Co | AXP | 2.03K | $614.9K | 0.1% | −$137.2K | Held |
| Cisco Sys Inc | — | 7.82K | $606.8K | 0.1% | $4.34K | Added$10.2K |
| Shopify Inc. | SHOP | 5.06K | $600.1K | 0.1% | — | New |
| Stellar Bancorp Inc | — | 15.3K | $561.5K | 0.1% | $87K | Held |
| Williams Cos Inc | — | 7.28K | $530.1K | 0.1% | $92.3K | Cut$57K |
| Vanguard Index Fds | — | 2.42K | $525.5K | 0.1% | $13.4K | Cut$1.14K |
| Palantir Technologies Inc. | PLTR | 3.59K | $525.1K | 0.1% | −$113K | Cut−$143.2K |
| Vanguard Scottsdale Fds | — | 4.7K | $515.1K | 0.1% | −$56.6K | Cut−$114.3K |
| Invesco Exch Trd Slf Idx Fd | — | 20.6K | $500.5K | 0.1% | −$6.67K | Held |
| Valero Energy Corp | — | 2K | $494.2K | 0.1% | $168.6K | Cut$91.4K |
| Vanguard Scottsdale Fds | — | 1.64K | $471.3K | 0.1% | −$20.9K | Cut−$75.3K |
| Visa Inc. | V | 1.55K | $467.8K | 0.1% | −$74.7K | Cut−$103.1K |
| Pepsico Inc | PEP | 2.98K | $462.5K | 0.1% | $34.7K | Added$38.9K |
| Costco Whsl Corp New | — | 453 | $451.4K | 0.1% | $60.7K | Cut$55.6K |
| Berkshire Hathaway Inc Del | — | 926 | $443.7K | 0.1% | −$21.7K | Cut−$24.2K |
| Aflac Inc | AFL | 3.88K | $426.2K | 0.1% | — | New |
| Everus Constr Group | — | 3.54K | $418.3K | 0.1% | $115.1K | Held |
| Applied Matls Inc | — | 1.21K | $414.6K | 0.1% | $95.6K | Added$125K |
| Wisdomtree Tr | — | 6.75K | $391.8K | 0.1% | $7.23K | Added$26.4K |
| Advanced Micro Devices Inc | AMD | 1.85K | $375.9K | 0.1% | −$19.8K | Cut−$21.3K |
| Schwab Strategic Tr | — | 14.5K | $364.6K | 0.1% | −$16.4K | Held |
| At&T Inc | — | 12.6K | $364.5K | 0.1% | — | New |
| Abbott Labs | ABT | 3.5K | $359.6K | 0.1% | −$73.6K | Added−$48K |
| First Tr Exchng Traded Fd Vi | — | 10.9K | $351.6K | 0.1% | $885 | Cut−$28.2K |
| Invesco Exchange Traded Fd T | — | 15.2K | $325.7K | 0.1% | $15.7K | Cut−$118.3K |
| Spdr Series Trust | — | 5.5K | $325.4K | 0.1% | $7.2K | Cut−$1.08K |
| Spdr Series Trust | — | 6.73K | $325.2K | 0.1% | $9.81K | Cut−$58.6K |
| Ishares Tr | — | 699 | $298.1K | 0.1% | −$32.8K | Cut−$33.7K |
| Eli Lilly & Co | LLY | 321 | $295.2K | 0.1% | −$49.7K | Cut−$63.7K |
| J P Morgan Exchange Traded F | — | 4.74K | $294.6K | 0.1% | $6.62K | Cut−$41.1K |
| Mdu Res Group Inc | — | 14.2K | $293.7K | 0.1% | $17K | Held |
| Knife River Corp | KNF | 3.54K | $289.3K | 0.1% | $40K | Held |
| Vanguard Growth Etf | — | 656 | $286.7K | 0.1% | −$33.5K | Cut−$76.4K |
| Morgan Stanley | — | 1.74K | $286K | 0.1% | −$22.5K | Held |
| First Tr Exchng Traded Fd Vi | — | 8.48K | $278.2K | 0.1% | −$1.71K | Cut−$2.45M |
| Stryker Corp | SYK | 793 | $260.6K | 0.1% | −$18.1K | Held |
| Netflix Inc | NFLX | 2.66K | $256K | 0.1% | $6.36K | Cut−$18.6K |
| Vistra Corp. | VST | 1.64K | $247K | 0.0% | −$18.1K | Cut−$52.6K |
| Vanguard Specialized Funds | — | 1.14K | $245.6K | 0.0% | −$5.39K | Held |
| Select Sector Spdr Tr | — | 1.84K | $244.5K | 0.0% | −$20.4K | Cut−$32.2K |
| Mastercard Inc | MA | 482 | $241.3K | 0.0% | −$33.7K | Added−$33.2K |
| Spdr Gold Tr | — | 551 | $237.1K | 0.0% | $18.7K | Cut$16.7K |
| Procter And Gamble Co | PG | 1.58K | $228.4K | 0.0% | $1.79K | Held |
| Ishares Tr | — | 4.89K | $226.3K | 0.0% | — | New |
| Oracle Corp | — | 1.48K | $217.7K | 0.0% | −$69.1K | Added−$64.2K |
| Vanguard Star Fds | — | 2.77K | $213.8K | 0.0% | $4.63K | Cut$3.05K |
| Vanguard Scottsdale Fds | — | 2.65K | $210.1K | 0.0% | — | New |
| Nuveen Municipal Credit Inc | — | 11K | $133.4K | 0.0% | −$4.38K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.