Precedent Wealth Partners, LLC
208 holdingsFiling period: 2026-06-30Current AUM: $605.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VEA | Vanguard Tax-Managed Fds | 574.1K | $40.9M | $39.8M | 6.58% | +67.1K | 2026-06-30 |
| 2 | VTI | Vanguard Index Fds | 82.7K | $30.6M | $31.0M | 5.13% | +1.5K | 2026-06-30 |
| 3 | VOO | Vanguard Index Fds | 28.6K | $19.6M | $20.1M | 3.32% | +6.6K | 2026-06-30 |
| 4 | AIRR | First TR Exchange-Traded FD | 111.3K | $14.8M | $10.8M | 1.78% | +12.2K | 2026-06-30 |
| 5 | IVV | iShares TR | 19.8K | $14.8M | $15.2M | 2.51% | -267 | 2026-06-30 |
| 6 | LRCX | Lam Research Corp | 34.1K | $14.8M | $8.1M | 1.34% | +2.4K | 2026-06-30 |
| 7 | SDVY | First TR Exchange-Traded FD | 333.5K | $14.4M | $14.1M | 2.33% | +40.2K | 2026-06-30 |
| 8 | DECM | First TR Exchng Traded FD VI | 403.7K | $13.6M | $13.9M | 2.30% | -137,880 | 2026-06-30 |
| 9 | DXJ | WisdomTree TR | 76.1K | $13.2M | $13.5M | 2.23% | +5.8K | 2026-06-30 |
| 10 | EFA | iShares TR | 126.3K | $13.1M | $13.0M | 2.15% | +3.5K | 2026-06-30 |
| 11 | DON | WisdomTree TR | 223.4K | $12.6M | $12.7M | 2.10% | -7,745 | 2026-06-30 |
| 12 | XLG | Invesco Exchange Traded FD T | 173.4K | $10.6M | $10.9M | 1.80% | -1,744 | 2026-06-30 |
| 13 | SDY | Spdr Ser TR | 63.4K | $9.6M | $10.0M | 1.66% | -213 | 2026-06-30 |
| 14 | IJH | iShares TR | 122.8K | $9.5M | $9.0M | 1.48% | -3,563 | 2026-06-30 |
| 15 | VYMI | Vanguard Whitehall Fds | 93.7K | $9.2M | $9.5M | 1.57% | +4.2K | 2026-06-30 |
| 16 | FFSM | Fidelity Covington Trust | 217.2K | $8.3M | $7.3M | 1.21% | -- | 2026-06-30 |
| 17 | AVGO | Broadcom Inc | 21.8K | $8.2M | $7.2M | 1.18% | +2.7K | 2026-06-30 |
| 18 | AAPL | Apple Inc | 26.8K | $7.8M | $9.2M | 1.52% | +3.1K | 2026-06-30 |
| 19 | VONE | Vanguard Scottsdale Fds | 21.8K | $7.4M | $7.5M | 1.24% | +3.7K | 2026-06-30 |
| 20 | BUFH | First TR Exchng Traded FD VI | 323.3K | $6.9M | $7.0M | 1.16% | -12,199 | 2026-06-30 |
| 21 | RSP | Invesco Exchange Traded FD T | 31.2K | $6.6M | $6.8M | 1.12% | -545 | 2026-06-30 |
| 22 | DHS | WisdomTree TR | 55.0K | $6.3M | $6.5M | 1.07% | +223 | 2026-06-30 |
| 23 | MUB | iShares TR | 56.2K | $6.0M | $5.8M | 0.96% | +1.8K | 2026-06-30 |
| 24 | XMHQ | Invesco Exchange Traded FD T | 52.5K | $5.9M | $6.1M | 1.01% | -56,077 | 2026-06-30 |
| 25 | BUFD | First TR Exchng Traded FD VI | 198.9K | $5.9M | $6.1M | 1.00% | +65.2K | 2026-06-30 |
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