Precedent Wealth Partners, LLC 13F Holdings · Q2 2026
Precedent Wealth Partners, LLC reported 207 securities worth $601.38M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: VEA (6.80%), VTI (5.09%), VOO (3.27%). Among its top 25 positions this quarter: 1 new, 15 added, 9 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | $40.9M | 6.80% | 574,081 | Added |
| 2 | VTI | VANGUARD INDEX FDS | $30.6M | 5.09% | 82,664 | Added |
| 3 | VOO | VANGUARD INDEX FDS | $19.6M | 3.27% | 28,604 | Added |
| 4 | AIRR | FIRST TR EXCHANGE-TRADED FD | $14.8M | 2.47% | 111,326 | Added |
| 5 | IVV | ISHARES TR | $14.8M | 2.46% | 19,774 | Trimmed |
| 6 | LRCX | LAM RESEARCH CORP | $14.8M | 2.46% | 34,102 | Added |
| 7 | SDVY | FIRST TR EXCHANGE-TRADED FD | $14.4M | 2.39% | 333,482 | Added |
| 8 | DECM | FIRST TR EXCHNG TRADED FD VI | $13.6M | 2.26% | 403,734 | Trimmed |
| 9 | DXJ | WISDOMTREE TR | $13.2M | 2.20% | 76,074 | Added |
| 10 | EFA | ISHARES TR | $13.1M | 2.18% | 126,313 | Added |
| 11 | DON | WISDOMTREE TR | $12.6M | 2.10% | 223,446 | Trimmed |
| 12 | XLG | INVESCO EXCHANGE TRADED FD T | $10.6M | 1.77% | 173,358 | Trimmed |
| 13 | SDY | SPDR SER TR | $9.6M | 1.60% | 63,374 | Trimmed |
| 14 | IJH | ISHARES TR | $9.5M | 1.57% | 122,813 | Trimmed |
| 15 | VYMI | VANGUARD WHITEHALL FDS | $9.2M | 1.53% | 93,732 | Added |
| 16 | FFSM | FIDELITY COVINGTON TRUST | $8.3M | 1.38% | 217,165 | New |
| 17 | AVGO | BROADCOM INC | $8.2M | 1.37% | 21,776 | Added |
| 18 | AAPL | APPLE INC | $7.8M | 1.29% | 26,831 | Added |
| 19 | VONE | VANGUARD SCOTTSDALE FDS | $7.4M | 1.23% | 21,793 | Added |
| 20 | BUFH | FIRST TR EXCHNG TRADED FD VI | $6.9M | 1.15% | 323,253 | Trimmed |
| 21 | RSP | INVESCO EXCHANGE TRADED FD T | $6.6M | 1.10% | 31,171 | Trimmed |
| 22 | DHS | WISDOMTREE TR | $6.3M | 1.04% | 55,000 | Added |
| 23 | MUB | ISHARES TR | $6.0M | 1.00% | 56,153 | Added |
| 24 | XMHQ | INVESCO EXCHANGE TRADED FD T | $5.9M | 0.99% | 52,484 | Trimmed |
| 25 | BUFD | FIRST TR EXCHNG TRADED FD VI | $5.9M | 0.98% | 198,909 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR