PRECEDENT WEALTH PARTNERS, LLC

CIK

2008666

Location

HOUSTON, TX

Portfolio Value

Small $600,995,384

Diversification

Diversified

Filing Date

Global Rank

#3,436 / 8,794 ▲ 209 · as of Jun 2026

Top Industry

Semiconductors 9.4%

Period ended 3 months ago

Filed Jul 21, 2026 · 2mo

11 quarters · since Dec 2023

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

136 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

15.1%

+4.7 pts

Top 5

43.5%

+0.2 pts

Top 10

64.3%

+0.8 pts

HHI

557

Diversified+47

Portfolio Trend

11 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	70.5%	$423,721,934	27
Technology	9.2%	$55,533,455	23
Financial Services	3.6%	$21,785,886	19
Healthcare	3.2%	$19,487,706	13
Industrials	3.2%	$19,291,199	13
Consumer Cyclical	2.6%	$15,653,047	8
Energy	2.5%	$15,022,310	10
Consumer Defensive	2.5%	$14,926,009	10
Communication Services	1.3%	$7,637,369	5
Utilities	0.8%	$4,897,612	4
Basic Materials	0.3%	$2,068,091	1
Real Estate	0.2%	$970,766	3

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+235,674	1,823,728	$90,667,579
FBCG	Fidelity Blue Chip Growth ETF	+219,682	261,440	$10,967,213
BSCA	Invesco BulletShares 2036 Corporate Bond ETF	+109,127	1,455,688	$33,970,006
VEA	Vanguard FTSE Developed Markets ETF	+67,113	574,081	$40,903,271
AIRR	First Trust RBA American Industrial Renaissance ETF	+63,882	471,905	$31,417,084
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	+28,288	223,617	$14,040,649
ABT	Abbott Laboratories	+26,618	30,120	$2,733,088
FNDA	Schwab Fundamental U.S. Small Company ETF	+20,483	84,044	$2,640,055
KMI	Kinder Morgan, Inc.	+17,561	104,108	$3,328,332
VB	Vanguard Morningstar Small-Cap ETF	+16,448	126,465	$52,615,335
VZ	Verizon Communications Inc	+11,233	53,896	$2,281,956
CSCO	Cisco Systems, Inc.	+7,047	14,867	$1,746,277
KO	Coca Cola Co	+6,631	30,113	$2,447,283
BNDW	Vanguard Total World Bond ETF	+5,954	33,057	$8,899,439
DUK	Duke Energy CORP	+4,405	21,328	$2,699,698
ABBV	AbbVie Inc.	+3,940	16,214	$4,080,090
—		+3,327	8,517	$2,096,970
ZTS	Zoetis Inc.	+3,250	15,597	$1,120,800
VCRM	Vanguard Core Tax-Exempt Bond ETF	+3,112	49,593	$2,508,413
MO	Altria Group, Inc.	+3,090	39,421	$2,836,340
AAPL	Apple Inc.	+3,058	26,831	$7,763,818
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	+2,989	4,829	$787,602
MET	Metlife Inc	+2,945	30,907	$2,615,041
AVGO	Broadcom Inc.	+2,686	21,776	$8,225,884
VIGI	Vanguard International Dividend Appreciation ETF	+2,682	110,667	$11,880,720
No positions match the current search.

Trimmed

Positions the filer reduced

16 positions

Ticker	Company	Δ Shares	Shares	Value
ABI	VictoryShares Pioneer Asset-Based Income ETF	−65,211	410,120	$31,138,737
AFGR	First Trust Active Factor Large Cap Growth ETF	−55,750	1,308,900	$43,472,463
TACN	T. Rowe Price Active Core International Equity ETF	−10,323	4,064	$203,565
AMGN	Amgen Inc	−6,358	1,788	$647,470
—		−2,251	17,264	$1,765,343
AFL	Aflac Inc	−1,625	2,260	$264,985
—		−1,621	13,717	$539,352
PLTR	Palantir Technologies Inc.	−1,085	2,505	$292,258
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	−1,032	3,710	$232,913
WMT	Walmart Inc.	−194	7,877	$892,149
SHOP	Shopify Inc.	−191	4,868	$555,828
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	−117	379,111	$33,678,855
META	Meta Platforms, Inc.	−92	1,164	$655,669
COP	Conocophillips	−74	8,399	$873,160
SYK	Stryker Corp	−24	769	$242,111
INTU	Intuit Inc.	−4	2,858	$745,938
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
DRI	Darden Restaurants Inc	8,706	$1,793,523
DPZ	Dominos Pizza Inc	4,039	$1,195,705
TMUS	T-Mobile US, Inc.	6,099	$1,022,985
PM	Philip Morris International Inc.	4,831	$873,976
C	Citigroup Inc	5,420	$758,583
TSM	Taiwan Semiconductor Manufacturing Co Ltd	1,357	$648,062
IBM	International Business Machines Corp	2,269	$638,065
PANW	Palo Alto Networks Inc	1,729	$589,623
RTX	RTX Corp	2,876	$545,663
MU	Micron Technology Inc	469	$541,362
TJX	Tjx Companies Inc /De/	3,503	$530,704
EDV	Vanguard World Funds Extended Duration ETF	4,376	$523,019
WPC	W. P. Carey Inc.	6,307	$450,950
BX	Blackstone Inc.	3,768	$443,380
TXN	Texas Instruments Inc	1,482	$441,739
CASY	Caseys General Stores Inc	536	$426,007
ARCC	Ares Capital Corp	22,846	$423,336
PAGP	Plains Gp Holdings LP	16,837	$408,633
STX	Seagate Technology Holdings plc	396	$382,140
DGX	Quest Diagnostics Inc	1,746	$370,064
BMY	Bristol Myers Squibb Co	5,954	$343,069
STT	State Street Corp	6,202	$332,489
BE	Bloom Energy Corp	1,093	$330,851
OKE	Oneok Inc /New/	3,790	$329,502
IVZ	Invesco Ltd.	1,056	$319,936
No positions match the current search.

Sold Out

Positions the filer fully exited

9 positions

Ticker	Company	Shares	Value
HSY	Hershey Co	9,655	$2,007,177
CMCSA	Comcast Corp	57,036	$1,637,503
NKE	NIKE, Inc.	26,446	$1,396,877
VLO	Valero Energy Corp/Tx	2,000	$494,160
ECG	Everus Construction Group, Inc.	3,543	$418,286
T	At&T Inc.	12,575	$364,549
MDU	Mdu Resources Group Inc	14,175	$293,706
KNF	Knife River Corp	3,543	$289,285
NZF	Nuveen Municipal Credit Income Fund	10,951	$133,383
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

136 tracked positions · $600,995,384 total · filing declares 207 positions · $601,381,055 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 136 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	1,823,728	+235,674	$90,667,579	—	15.09%
VB	Vanguard Morningstar Small-Cap ETF	Added	126,465	+16,448	$52,615,335	+29.9%	8.75%
AFGR	First Trust Active Factor Large Cap Growth ETF	Reduced	1,308,900	-55,750	$43,472,463	+0.0%	7.23%
VEA	Vanguard FTSE Developed Markets ETF	Added	574,081	+67,113	$40,903,271	+25.9%	6.81%
BSCA	Invesco BulletShares 2036 Corporate Bond ETF	Added	1,455,688	+109,127	$33,970,006	+8.7%	5.65%
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	Reduced	379,111	-117	$33,678,855	+10.3%	5.60%
AIRR	First Trust RBA American Industrial Renaissance ETF	Added	471,905	+63,882	$31,417,084	+33.1%	5.23%
ABI	VictoryShares Pioneer Asset-Based Income ETF	Reduced	410,120	-65,211	$31,138,737	−9.3%	5.18%
LRCX	Lam Research Corp Technology	Added	34,102	+2,387	$14,777,419	+118.1%	2.46%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Added	223,617	+28,288	$14,040,649	+9.4%	2.34%
VIGI	Vanguard International Dividend Appreciation ETF	Added	110,667	+2,682	$11,880,720	+6.4%	1.98%
FBCG	Fidelity Blue Chip Growth ETF	Added	261,440	+219,682	$10,967,213	+375.4%	1.82%
BNDW	Vanguard Total World Bond ETF	Added	33,057	+5,954	$8,899,439	+36.0%	1.48%
AVGO	Broadcom Inc. Technology	Added	21,776	+2,686	$8,225,884	+39.2%	1.37%
AAPL	Apple Inc. Technology	Added	26,831	+3,058	$7,763,818	+28.7%	1.29%
CAT	Caterpillar Inc Industrials	Added	4,871	+420	$5,187,127	+64.5%	0.86%
MSFT	Microsoft Corp Technology	Added	13,221	+2,651	$4,931,697	+26.0%	0.82%
JPM	Jpmorgan Chase & Co Financial Services	Added	14,921	+1,988	$4,884,090	+28.4%	0.81%
XOM	ExxonMobil Holdings Corp Energy	Added	35,202	+275	$4,812,817	−18.8%	0.80%
WSM	Williams Sonoma Inc Consumer Cyclical	Added	20,270	+2,018	$4,724,937	+42.0%	0.79%
MDY	Spdr S&P Midcap 400 ETF Trust	Held	5,880	0	$4,135,639	+14.0%	0.69%
ABBV	AbbVie Inc. Healthcare	Added	16,214	+3,940	$4,080,090	+52.8%	0.68%
JNJ	Johnson & Johnson Healthcare	Added	15,259	+2,419	$3,875,328	+23.5%	0.64%
GOOGL	Alphabet Inc. Communication Services	Added	9,702	+2,134	$3,447,565	+58.6%	0.57%
KMI	Kinder Morgan, Inc. Energy	Added	104,108	+17,561	$3,328,332	+14.7%	0.55%
QCOM	Qualcomm Inc/De Technology	Added	16,797	+2,271	$3,103,917	+65.9%	0.52%
MRK	Merck & Co., Inc. Healthcare	Added	23,322	+572	$2,996,877	+9.5%	0.50%
BAC	Bank Of America Corp /De/ Financial Services	Added	52,315	+1,059	$2,980,908	+19.3%	0.50%
CVX	Chevron Corp Energy	Added	17,878	+2,391	$2,963,457	−7.5%	0.49%
MO	Altria Group, Inc. Consumer Defensive	Added	39,421	+3,090	$2,836,340	+18.3%	0.47%
MCD	Mcdonalds Corp Consumer Cyclical	Added	10,221	+1,773	$2,762,838	+5.2%	0.46%
ABT	Abbott Laboratories Healthcare	Added	30,120	+26,618	$2,733,088	+660.1%	0.45%
DUK	Duke Energy CORP Utilities	Added	21,328	+4,405	$2,699,698	+21.8%	0.45%
FNDA	Schwab Fundamental U.S. Small Company ETF	Added	84,044	+20,483	$2,640,055	+41.3%	0.44%
MET	Metlife Inc Financial Services	Added	30,907	+2,945	$2,615,041	+32.2%	0.44%
NVDA	Nvidia Corp Technology	Added	12,823	+2,636	$2,565,754	+44.4%	0.43%
TGT	Target Corp Consumer Defensive	Added	19,539	+2,439	$2,551,988	+23.1%	0.42%
VCRM	Vanguard Core Tax-Exempt Bond ETF	Added	49,593	+3,112	$2,508,413	+8.2%	0.42%
KO	Coca Cola Co Consumer Defensive	Added	30,113	+6,631	$2,447,283	+37.0%	0.41%
LMT	Lockheed Martin Corp Industrials	Added	4,754	+424	$2,421,972	−7.5%	0.40%
PNC	Pnc Financial Services Group, Inc. Financial Services	Added	9,813	+527	$2,416,156	+25.0%	0.40%
BLK	BlackRock, Inc. Financial Services	Added	2,472	+216	$2,376,976	+9.6%	0.40%
OC	Owens Corning Industrials	Added	14,829	+1,011	$2,357,217	+57.6%	0.39%
VZ	Verizon Communications Inc Communication Services	Added	53,896	+11,233	$2,281,956	+6.5%	0.38%
HD	Home Depot, Inc. Consumer Cyclical	Added	6,464	+716	$2,279,723	+20.6%	0.38%
ITW	Illinois Tool Works Inc Industrials	Added	7,991	+923	$2,161,325	+17.5%	0.36%
UNH	Unitedhealth Group Inc Healthcare	Added	5,103	+601	$2,120,959	+74.1%	0.35%
		Added	8,517	+3,327	$2,096,970	+96.3%	0.35%
DG	Dollar General Corp Consumer Defensive	Added	18,132	+1,675	$2,087,174	+6.8%	0.35%
APD	Air Products & Chemicals, Inc. Basic Materials	Added	7,054	+489	$2,068,091	+8.4%	0.34%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.