Q3 2026 13F · SEC CIK 2008666

Precedent Wealth Partners, LLC

Wealth managerFiled 2026-10-21 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $651.0M
Reported positions: 207
Top holdings a year, 3 yrs: +15.0%
Assets under management: $685.0M

Precedent Wealth Partners, LLC is a wealth manager that reported 207 positions worth $651.0M in its Q3 2026 13F, filed 2026-10-21. Its largest holdings were Vanguard Ftse Developed Markets Index Fu (VEA, 6.9%), Vanguard Index Fds (VTI, 5.1%), Vanguard Index Fds (VOO, 3.8%). A portfolio copying its top holdings returned 15.0% a year over the last 3 years, against 18.8% for the S&P 500.

Precedent Wealth Partners, LLC holdings largest 50 of 207 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Precedent Wealth Partners, LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
VEAVanguard Ftse Developed Markets Index Fu	6.9%	6.8%	637,303	+11.0%	$45.0M
VTIVanguard Index Fds	5.1%	5.1%	88,644	+7.2%	$33.2M
VOOVanguard Index Fds	3.8%	3.3%	35,513	+24.2%	$24.9M
SDVYFirst Tr Exchange Traded Fd	2.5%	2.4%	399,506	+19.8%	$16.2M
IVVIshares Tr	2.3%	2.5%	19,794	+0.1%	$15.2M
DXJWisdomtree Tr	2.3%	2.2%	82,815	+8.9%	$15.0M
AIRRFirst Tr Exchange Traded Fd	2.2%	2.5%	135,933	+22.1%	$14.0M
EFAIshares Tr	2.1%	2.2%	133,461	+5.7%	$13.9M
AUGMFirst Tr Exchng Traded Fd Vi	2.1%	—	379,246	—	$13.4M
FFSMFidelity Covington Trust	2.0%	1.4%	378,907	+74.5%	$12.8M
DONWisdomtree Tr	1.9%	2.1%	225,372	+0.9%	$12.2M
LRCXLam Research Corp	1.7%	2.5%	34,501	+1.2%	$11.3M
XLGInvesco Exchange Traded Fd T	1.6%	1.8%	166,637	-3.9%	$10.6M
VYMIVanguard Whitehall Fds	1.6%	1.5%	99,811	+6.5%	$10.1M
IJHIshares Tr	1.5%	1.6%	139,849	+13.9%	$10.1M
AAPLApple Inc	1.5%	1.3%	29,907	+11.5%	$10.0M
RSPInvesco Exchange Traded Fd T	1.4%	1.1%	45,157	+44.9%	$9.4M
SDYSpdr Ser Tr	1.4%	1.6%	63,746	+0.6%	$9.3M
VONEVanguard Scottsdale Fds	1.2%	1.2%	22,427	+2.9%	$7.7M
AVGOBroadcom Inc	1.1%	1.4%	21,288	-2.2%	$7.5M
BUFHFirst Tr Exchng Traded Fd Vi	1.1%	1.2%	337,824	+4.5%	$7.3M
MSFTMicrosoft Corp	1.1%	0.8%	14,230	+7.6%	$7.3M
BUFDFirst Tr Exchng Traded Fd Vi	1.0%	1.0%	217,270	+9.2%	$6.6M
DHSWisdomtree Tr	1.0%	1.0%	57,364	+4.3%	$6.4M
MUBIshares Tr	1.0%	1.0%	63,088	+12.4%	$6.4M
XOMExxonmobil Holdings Corp	0.9%	0.8%	37,691	+7.1%	$6.1M
IBDUIshares Tr	0.9%	0.7%	244,398	+33.2%	$5.5M
IBDTIshares Ibonds Dec 2028 Term Corporate E	0.8%	0.7%	221,401	+35.4%	$5.5M
IBDSIshares Tr	0.8%	0.7%	229,109	+35.2%	$5.5M
IBDVIshares Tr	0.8%	0.7%	258,586	+33.1%	$5.5M
IBDWIshares Tr	0.8%	0.7%	271,077	+33.2%	$5.4M
IBDXIshares Tr	0.8%	0.7%	223,033	+32.4%	$5.4M
IBDYIshares Tr	0.8%	0.6%	213,467	+41.1%	$5.2M
PRFInvesco Exchange Traded Fd T	0.8%	0.9%	93,459	-2.5%	$5.1M
BSMUInvesco Exch Trd Slf Idx Fd	0.8%	0.7%	239,517	+19.9%	$5.0M
JCPBJ P Morgan Exchange Traded F	0.8%	—	111,550	—	$5.0M
BSMRInvesco Exch Trd Slf Idx Fd	0.8%	0.7%	214,181	+12.7%	$5.0M
JPMJpmorgan Chase & Co	0.8%	0.8%	15,054	+0.9%	$5.0M
BSMVInvesco Exch Trd Slf Idx Fd	0.7%	0.8%	243,388	+12.7%	$4.8M
BSMSInvesco Exch Trd Slf Idx Fd	0.7%	0.7%	209,316	+16.3%	$4.8M
WSMWilliams Sonoma Inc	0.7%	0.8%	20,894	+3.1%	$4.8M
IBDRIshares Tr	0.7%	—	194,629	—	$4.7M
BSMWInvesco Exch Trd Slf Idx Fd	0.7%	0.7%	199,572	+15.3%	$4.7M
BSMTInvesco Exch Trd Slf Idx Fd	0.7%	0.7%	205,299	+14.7%	$4.6M
BSSXInvesco Exch Trd Slf Idx Fd	0.7%	0.7%	185,987	+19.2%	$4.5M
CATCaterpillar Inc	0.7%	0.9%	5,216	+7.1%	$4.2M
NVDANvidia Corporation	0.6%	—	18,211	—	$4.2M
JNJJohnson & Johnson	0.6%	0.6%	15,553	+1.9%	$4.1M
ABBVAbbvie Inc	0.6%	0.7%	15,382	-5.1%	$4.0M
IWDIshares Tr	0.6%	—	16,191	—	$4.0M

What Precedent Wealth Partners, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +20.4% /yr; S&P 500 +20.1%
3 years: +15.0% /yr; S&P 500 +18.8%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$651.0M	207
Q2 2026	$601.4M	207
Q1 2026	$499.6M	166
Q4 2025	$476.8M	171
Q3 2025	$454.1M	168
Q2 2025	$408.2M	171
Q1 2025	$360.2M	155
Q4 2024	$306.5M	148
Q3 2024	$303.2M	142
Q2 2024	$248.3M	134
Q1 2024	$232.7M	133
Q4 2023	$196.7M	131

Questions about Precedent Wealth Partners, LLC's portfolio

What stocks does Precedent Wealth Partners, LLC own?

Precedent Wealth Partners, LLC's latest 13F, for Q3 2026 and filed Oct 21, 2026, lists 207 positions worth $651.0M. The largest are Vanguard Ftse Developed Markets Index Fu (VEA) at 6.9%, Vanguard Index Fds (VTI) at 5.1%, Vanguard Index Fds (VOO) at 3.8%, First Tr Exchange Traded Fd (SDVY) at 2.5% and Ishares Tr (IVV) at 2.3%.

What did Precedent Wealth Partners, LLC buy last quarter?

In Q3 2026, Precedent Wealth Partners, LLC added Fidelity Covington Trust (FFSM) (+74.5% shares), Invesco Exchange Traded Fd T (RSP) (+44.9% shares) and Ishares Tr (IBDY) (+41.1% shares), compared with its Q2 2026 filing.

What did Precedent Wealth Partners, LLC sell last quarter?

In Q3 2026, Precedent Wealth Partners, LLC cut from its top 50 First Tr Exchng Traded Fd Vi (DECM), cut from its top 50 Invesco Exchange Traded Fd T (XMHQ), cut from its top 50 First Tr Exchng Traded Fd Vi (DJAN), cut from its top 50 State Str Spdr S&p Midcap 40 (MDY), cut from its top 50 Ishares Tr (IWB) and Abbvie Inc (ABBV) (-5.1% shares), compared with its Q2 2026 filing.

How has Precedent Wealth Partners, LLC's portfolio performed?

A portfolio copying Precedent Wealth Partners, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +15.0% a year over the last 3 years, against +18.8% for the S&P 500. Over 1 year: +20.4% against +20.1%.

When is Precedent Wealth Partners, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Precedent Wealth Partners, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Precedent Wealth Partners, LLC manage?

Precedent Wealth Partners, LLC reported $685.0M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $651.0M.