PRECEDENT WEALTH PARTNERS, LLC
167 holdingsFiling period: 2026-03-31Current AUM: $547.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | 507.0K | $32.5M | $35.8M | 6.54% | +51.3K | 2026-03-31 |
| 2 | VTI | VANGUARD INDEX FDS | 81.2K | $26.0M | $29.9M | 5.46% | -1 | 2026-03-31 |
| 3 | DECM | FIRST TR EXCHNG TRADED FD VI | 541.6K | $17.7M | $18.4M | 3.35% | +243.8K | 2026-03-31 |
| 4 | VOO | VANGUARD INDEX FDS | 22.0K | $13.1M | $15.1M | 2.76% | +1.2K | 2026-03-31 |
| 5 | IVV | ISHARES TR | 20.0K | $13.1M | $15.0M | 2.75% | +1.3K | 2026-03-31 |
| 6 | DON | WISDOMTREE TR | 231.2K | $12.1M | $13.3M | 2.43% | -20,143 | 2026-03-31 |
| 7 | EFA | ISHARES TR | 122.8K | $11.9M | $13.0M | 2.37% | +2.0K | 2026-03-31 |
| 8 | SDVY | FIRST TR EXCHANGE-TRADED FD | 293.3K | $11.6M | $12.8M | 2.34% | +35.7K | 2026-03-31 |
| 9 | XMHQ | INVESCO EXCHANGE TRADED FD T | 108.6K | $11.2M | $12.5M | 2.28% | +13.3K | 2026-03-31 |
| 10 | DXJ | WISDOMTREE TR | 70.3K | $11.1M | $12.2M | 2.23% | +13.1K | 2026-03-31 |
| 11 | AIRR | FIRST TR EXCHANGE-TRADED FD | 99.1K | $11.0M | $11.6M | 2.12% | +15.8K | 2026-03-31 |
| 12 | XLG | INVESCO EXCHANGE TRADED FD T | 175.1K | $9.6M | $10.6M | 1.94% | -25,983 | 2026-03-31 |
| 13 | SDY | SPDR SER TR | 63.6K | $9.3M | $9.9M | 1.80% | -8,150 | 2026-03-31 |
| 14 | IJH | ISHARES TR | 126.4K | $8.5M | $9.5M | 1.74% | +973 | 2026-03-31 |
| 15 | VYMI | VANGUARD WHITEHALL FDS | 89.6K | $8.4M | $9.3M | 1.69% | +14.8K | 2026-03-31 |
| 16 | BUFH | FIRST TR EXCHNG TRADED FD VI | 335.5K | $7.0M | $7.2M | 1.32% | +322.0K | 2026-03-31 |
| 17 | LRCX | LAM RESEARCH CORP | 31.7K | $6.8M | $9.3M | 1.70% | -396 | 2026-03-31 |
| 18 | RSP | INVESCO EXCHANGE TRADED FD T | 31.7K | $6.1M | $6.8M | 1.25% | +727 | 2026-03-31 |
| 19 | AAPL | APPLE INC | 23.8K | $6.0M | $7.3M | 1.34% | +313 | 2026-03-31 |
| 20 | DHS | WISDOMTREE TR | 54.8K | $6.0M | $6.4M | 1.17% | -4,231 | 2026-03-31 |
| 21 | XOM | EXXON MOBIL CORP | 34.9K | $5.9M | $5.4M | 0.99% | -951 | 2026-03-31 |
| 22 | XOM | EXXON MOBIL CORP | 34.9K | $5.9M | $5.4M | 0.99% | -951 | 2026-03-31 |
| 23 | AVGO | BROADCOM INC | 19.1K | $5.9M | $7.4M | 1.36% | +97 | 2026-03-31 |
| 24 | MUB | ISHARES TR | 54.3K | $5.8M | $5.7M | 1.05% | +5.3K | 2026-03-31 |
| 25 | VONE | VANGUARD SCOTTSDALE FDS | 18.1K | $5.3M | $6.1M | 1.12% | +2.8K | 2026-03-31 |
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