PRECEDENT WEALTH PARTNERS, LLC

CIK 0002008666 • 7 13F filings • Apr 17, 2025 – Oct 21, 2026

Import this data to Google Sheets with:

=jivedata("precedent-wealth-partners-llc","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

Filer information

Filed by: PRECEDENT WEALTH PARTNERS, LLC, Founder, Chief Compliance Officer
Address: 1800 WEST LOOP SOUTH, SUITE 1400, HOUSTON, TX, 77027
Phone: (713)244-6450
AUM: $476.8M

AUM over time

$651.0M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2026

Q3 2025

Q2 2026

Q2 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $476.8M164 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$408K	0.1%	3,253 SH	New
ABBVIE INC	COM	$2.8M	0.6%Prev: 0.6%	12,194 SH	Decreased-3,188 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$1.8M	0.4%Prev: 0.4%	6,771 SH	Decreased-6,499 SH
ADVANCED MICRO DEVICES INC	COM	$397K	0.1%Prev: 0.2%	1,855 SH	Decreased-398 SH
AIR PRODS & CHEMS INC	COM	$1.3M	0.3%	5,259 SH	New
ALPHABET INC	CAP STK CL A	$1.4M	0.3%Prev: 0.3%	4,587 SH	Decreased-1,367 SH
ALPHABET INC	CAP STK CL C	$957K	0.2%Prev: 0.2%	3,049 SH	Decreased-1,178 SH
ALTRIA GROUP INC	COM	$2.0M	0.4%Prev: 0.5%	34,434 SH	Decreased-10,894 SH
AMAZON COM INC	COM	$1.4M	0.3%Prev: 0.4%	6,187 SH	Decreased-3,770 SH
AMERICAN EXPRESS CO	COM	$752K	0.2%Prev: 0.1%	2,033 SH	Increased-41 SH
AMGEN INC	COM	$2.6M	0.5%Prev: 0.1%	7,940 SH	Increased+6,193 SH
APPLE INC	COM	$6.4M	1.3%Prev: 1.5%	23,460 SH	Decreased-6,447 SH
APPLIED MATLS INC	COM	$290K	0.1%Prev: 0.1%	1,127 SH	Decreased-239 SH
AUTOMATIC DATA PROCESSING IN	COM	$1.9M	0.4%Prev: 0.4%	7,411 SH	Decreased-3,091 SH
BANK AMERICA CORP	COM	$2.8M	0.6%	50,097 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$468K	0.1%Prev: 0.2%	931 SH	Decreased-1,087 SH
BLACKROCK INC	COM	$2.3M	0.5%Prev: 0.5%	2,183 SH	Decreased-599 SH
BROADCOM INC	COM	$6.6M	1.4%Prev: 1.1%	18,993 SH	Decreased-2,295 SH
CATERPILLAR INC	COM	$2.5M	0.5%Prev: 0.6%	4,412 SH	Decreased-804 SH
CHENIERE ENERGY INC	COM NEW	$378K	0.1%Prev: 0.0%	1,946 SH	Increased+1,174 SH
CHEVRON CORP NEW	COM	$2.9M	0.6%	19,237 SH	New
CISCO SYS INC	COM	$597K	0.1%Prev: 0.2%	7,745 SH	Decreased-3,633 SH
COCA COLA CO	COM	$1.5M	0.3%Prev: 0.4%	21,534 SH	Decreased-10,340 SH
COMCAST CORP NEW	CL A	$1.2M	0.3%	40,921 SH	New
CONOCOPHILLIPS	COM	$850K	0.2%Prev: 0.2%	9,081 SH	Decreased+1,144 SH
COSTCO WHSL CORP NEW	COM	$396K	0.1%	459 SH	New
CUMMINS INC	COM	$962K	0.2%Prev: 0.2%	1,885 SH	Decreased-250 SH
DOLLAR GEN CORP NEW	COM	$2.1M	0.4%	15,772 SH	New
DUKE ENERGY CORP NEW	COM NEW	$1.9M	0.4%Prev: 0.1%	16,119 SH	Increased+9,609 SH
ELI LILLY & CO	COM	$359K	0.1%Prev: 0.1%	334 SH	Decreased-153 SH
EOG RES INC	COM	$708K	0.1%Prev: 0.3%	6,738 SH	Decreased-7,282 SH
EVERUS CONSTR GROUP	COM	$303K	0.1%	3,543 SH	New
EXXON MOBIL CORP	COM	$4.3M	0.9%	35,878 SH	New
FEDEX CORP	COM	$1.6M	0.3%Prev: 0.3%	5,525 SH	Decreased-2,073 SH
FIDELITY COVINGTON TRUST	HIGH DIVID ETF	$1.7M	0.4%Prev: 0.5%	29,682 SH	Decreased-20,011 SH
FIDELITY NATL INFORMATION SV	COM	$214K	0.0%Prev: 0.3%	3,226 SH	Decreased-61,323 SH
FIRST TR EXCHANGE-TRADED FD	FT VEST S&P 500	$1.3M	0.3%Prev: 0.3%	27,060 SH	Decreased-10,902 SH
FIRST TR EXCHANGE-TRADED FD	FT VEST TEC	$1.7M	0.3%	59,958 SH	New
FIRST TR EXCHANGE-TRADED FD	RBA INDL ETF	$8.2M	1.7%	83,322 SH	New
FIRST TR EXCHANGE-TRADED FD	SMID RISNG ETF	$9.9M	2.1%	257,587 SH	New
FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$4.7M	1.0%	160,081 SH	New
FIRST TR EXCHNG TRADED FD VI	FT VEST U.S.	$440K	0.1%Prev: 0.2%	9,757 SH	Decreased-23,264 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST US	$12.1M	2.5%	270,061 SH	New
FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$10.1M	2.1%Prev: 0.2%	220,478 SH	Increased+198,668 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST US EQUIT	$12.5M	2.6%	380,327 SH	New
FIRST TR EXCHNG TRADED FD VI	FT VEST US EQUTY	$2.9M	0.6%Prev: 0.1%	94,006 SH	Increased+83,615 SH
FIRST TR EXCHNG TRADED FD VI	VEST US EQTY MAX	$380K	0.1%Prev: 0.1%	11,796 SH	Decreased-4,007 SH
FIRST TR EXCHNG TRADED FD VI	VEST US EQUITY M	$3.3M	0.7%Prev: 2.1%	99,809 SH	Decreased-285,409 SH
HERSHEY CO	COM	$1.7M	0.3%	9,157 SH	New
HOME DEPOT INC	COM	$1.8M	0.4%Prev: 0.3%	5,268 SH	Decreased-2,363 SH
ILLINOIS TOOL WKS INC	COM	$1.6M	0.3%Prev: 0.4%	6,588 SH	Decreased-2,710 SH
INTUIT	COM	$1.6M	0.3%Prev: 0.2%	2,357 SH	Increased-3,182 SH
INVESCO EXCH TRD SLF IDX FD	BULLETSHARE 2034	$507K	0.1%Prev: 0.2%	20,633 SH	Decreased-24,593 SH
INVESCO EXCH TRD SLF IDX FD	BULLETSHS 31 MUN	$4.0M	0.8%Prev: 0.7%	189,917 SH	Decreased-53,471 SH
INVESCO EXCH TRD SLF IDX FD	BULLETSHS 32 MUN	$3.8M	0.8%Prev: 0.7%	149,715 SH	Decreased-49,857 SH
INVESCO EXCH TRD SLF IDX FD	BULSHS 2026 MUNI	$2.9M	0.6%Prev: 0.5%	122,388 SH	Decreased-19,236 SH
INVESCO EXCH TRD SLF IDX FD	BULSHS 2027 MUNI	$3.7M	0.8%Prev: 0.8%	157,893 SH	Decreased-56,288 SH
INVESCO EXCH TRD SLF IDX FD	BULSHS 2028 MUNI	$3.7M	0.8%Prev: 0.7%	158,066 SH	Decreased-51,250 SH
INVESCO EXCH TRD SLF IDX FD	BULSHS 2029 MUNI	$3.6M	0.7%Prev: 0.7%	153,447 SH	Decreased-51,852 SH
INVESCO EXCH TRD SLF IDX FD	INVESCO BULLETSH	$3.5M	0.7%	135,042 SH	New
INVESCO EXCH TRD SLF IDX FD	INVSC 30 MUNI BD	$3.9M	0.8%Prev: 0.8%	175,511 SH	Decreased-64,006 SH
INVESCO EXCHANGE TRADED FD T	FTSE RAFI 1000	$4.3M	0.9%	91,133 SH	New
INVESCO EXCHANGE TRADED FD T	HIG YLD EQ DIV	$444K	0.1%Prev: 0.0%	21,781 SH	Increased+9,053 SH
INVESCO EXCHANGE TRADED FD T	S&P 500 TOP 50	$11.9M	2.5%Prev: 1.6%	201,085 SH	Increased+34,448 SH
INVESCO EXCHANGE TRADED FD T	S&P MDCP QUALITY	$9.8M	2.0%Prev: 0.4%	95,278 SH	Increased+69,481 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL DIS	$1.7M	0.4%	29,739 SH	New
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$5.9M	1.2%Prev: 1.4%	30,989 SH	Decreased-14,168 SH
INVESCO QQQ TR	UNIT SER 1	$783K	0.2%Prev: 0.3%	1,274 SH	Decreased-1,116 SH
ISHARES TR	CORE MSCI EAFE	$250K	0.1%	2,795 SH	New
ISHARES TR	CORE S&P MCP ETF	$8.3M	1.7%Prev: 1.5%	125,403 SH	Decreased-14,446 SH
ISHARES TR	CORE S&P500 ETF	$12.8M	2.7%Prev: 2.3%	18,693 SH	Decreased-1,101 SH
ISHARES TR	IBDS DEC28 ETF	$3.4M	0.7%Prev: 0.8%	134,140 SH	Decreased-87,261 SH
ISHARES TR	IBONDS 27 ETF	$3.4M	0.7%Prev: 0.8%	139,784 SH	Decreased-89,325 SH
ISHARES TR	IBONDS DEC 2030	$3.4M	0.7%Prev: 0.8%	155,786 SH	Decreased-102,800 SH
ISHARES TR	IBONDS DEC 2031	$3.5M	0.7%Prev: 0.8%	163,647 SH	Decreased-107,430 SH
ISHARES TR	IBONDS DEC 2032	$3.4M	0.7%Prev: 0.8%	134,202 SH	Decreased-88,831 SH
ISHARES TR	IBONDS DEC 2033	$3.2M	0.7%Prev: 0.8%	122,018 SH	Decreased-91,449 SH
ISHARES TR	IBONDS DEC 29	$3.4M	0.7%Prev: 0.9%	146,292 SH	Decreased-98,106 SH
ISHARES TR	IBONDS DEC2026	$3.4M	0.7%Prev: 0.7%	138,583 SH	Decreased-56,046 SH
ISHARES TR	INTL SEL DIV ETF	$862K	0.2%Prev: 0.1%	21,860 SH	Increased+2,631 SH
ISHARES TR	MSCI EAFE ETF	$11.6M	2.4%Prev: 2.1%	120,759 SH	Decreased-12,702 SH
ISHARES TR	NATIONAL MUN ETF	$5.2M	1.1%Prev: 1.0%	48,965 SH	Decreased-14,123 SH
ISHARES TR	RUS 1000 ETF	$3.7M	0.8%Prev: 0.6%	9,966 SH	Decreased+677 SH
ISHARES TR	RUS 1000 GRW ETF	$332K	0.1%Prev: 0.2%	701 SH	Decreased-8,480 SH
ISHARES TR	RUS 1000 VAL ETF	$2.8M	0.6%Prev: 0.6%	13,149 SH	Decreased-3,042 SH
ISHARES TR	SELECT DIVID ETF	$1.6M	0.3%Prev: 0.3%	11,324 SH	Decreased-938 SH
J P MORGAN EXCHANGE TRADED F	DIV RTN EM EQT	$336K	0.1%Prev: 0.0%	5,528 SH	Increased+1,572 SH
JOHNSON & JOHNSON	COM	$2.5M	0.5%Prev: 0.6%	12,211 SH	Decreased-3,342 SH
JPMORGAN CHASE & CO	COM	$4.1M	0.9%Prev: 0.8%	12,734 SH	Decreased-2,320 SH
KINDER MORGAN INC DEL	COM	$2.3M	0.5%Prev: 0.5%	84,092 SH	Decreased-23,399 SH
KNIFE RIVER CORP	COMMON STOCK	$249K	0.1%	3,543 SH	New
KROGER CO	COM	$1.9M	0.4%	31,178 SH	New
LAM RESEARCH CORP	COM NEW	$5.5M	1.2%Prev: 1.7%	32,111 SH	Decreased-2,390 SH
LOCKHEED MARTIN CORP	COM	$2.0M	0.4%Prev: 0.4%	4,228 SH	Decreased-1,445 SH
MASTERCARD INCORPORATED	CL A	$275K	0.1%Prev: 0.1%	481 SH	Decreased-994 SH
MCDONALDS CORP	COM	$2.5M	0.5%Prev: 0.1%	8,055 SH	Increased+5,898 SH
MDU RES GROUP INC	COM	$277K	0.1%	14,175 SH	New
MERCK & CO INC	COM	$2.3M	0.5%Prev: 0.6%	21,975 SH	Decreased-3,554 SH
META PLATFORMS INC	CL A	$908K	0.2%Prev: 0.1%	1,376 SH	Decreased+107 SH
METLIFE INC	COM	$2.1M	0.4%Prev: 0.5%	26,378 SH	Decreased-7,368 SH
MICROSOFT CORP	COM	$5.0M	1.1%Prev: 1.1%	10,358 SH	Decreased-3,872 SH
MORGAN STANLEY	COM NEW	$309K	0.1%Prev: 0.1%	1,738 SH	Decreased-546 SH
NETFLIX INC	COM	$275K	0.1%	2,929 SH	New
NIKE INC	CL B	$1.3M	0.3%	20,107 SH	New
NUVEEN MUNICIPAL CREDIT INC	COM SH BEN INT	$138K	0.0%	10,951 SH	New
NVIDIA CORPORATION	COM	$2.0M	0.4%Prev: 0.6%	10,507 SH	Decreased-7,704 SH
ORACLE CORP	COM	$282K	0.1%Prev: 0.0%	1,446 SH	Increased-480 SH
OWENS CORNING NEW	COM	$1.2M	0.2%Prev: 0.3%	10,614 SH	Decreased-6,837 SH
PALANTIR TECHNOLOGIES INC	CL A	$668K	0.1%Prev: 0.1%	3,760 SH	Increased+600 SH
PEPSICO INC	COM	$424K	0.1%Prev: 0.1%	2,951 SH	Decreased-1,434 SH
PLAINS ALL AMERN PIPELINE L	UNIT LTD PARTN	$396K	0.1%	22,049 SH	New
PNC FINL SVCS GROUP INC	COM	$1.9M	0.4%Prev: 0.4%	8,955 SH	Decreased-2,408 SH
PROCTER AND GAMBLE CO	COM	$227K	0.0%	1,581 SH	New
QUALCOMM INC	COM	$2.4M	0.5%Prev: 0.5%	13,784 SH	Decreased-5,279 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$381K	0.1%Prev: 0.1%	14,526 SH	Decreased-1,353 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$1.4M	0.3%Prev: 0.5%	49,925 SH	Decreased-58,093 SH
SELECT SECTOR SPDR TR	SBI CONS DISCR	$239K	0.1%	2,004 SH	New
SELECT SECTOR SPDR TR	STATE STREET HEA	$202K	0.0%	1,302 SH	New
SELECT SECTOR SPDR TR	TECHNOLOGY	$277K	0.1%	1,922 SH	New
SMITH A O CORP	COM	$1.8M	0.4%Prev: 0.3%	26,510 SH	Decreased-10,327 SH
SPDR GOLD TR	GOLD SHS	$220K	0.0%Prev: 0.0%	556 SH	Increased+9 SH
SPDR S&P 500 ETF TR	TR UNIT	$1.4M	0.3%	2,059 SH	New
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$3.6M	0.7%	5,886 SH	New
SPDR SER TR	PORTFOLIO AGRGTE	$3.0M	0.6%	115,074 SH	New
SPDR SER TR	PORTFOLIO S&P400	$326K	0.1%	5,638 SH	New
SPDR SER TR	PORTFOLIO S&P600	$384K	0.1%	8,190 SH	New
SPDR SER TR	RUSSELL YIELD	$1.5M	0.3%	12,847 SH	New
SPDR SER TR	S&P DIVID ETF	$10.0M	2.1%	71,737 SH	New
SPINNAKER ETF SERIES	SELECT STOXX EUR	$205K	0.0%	4,871 SH	New
STELLAR BANCORP INC	COM	$475K	0.1%	15,338 SH	New
STRYKER CORPORATION	COM	$279K	0.1%Prev: 0.0%	793 SH	Increased+17 SH
T ROWE PRICE ETF INC	PRICE BLUE CHIP	$210K	0.0%	4,206 SH	New
TARGET CORP	COM	$1.4M	0.3%Prev: 0.5%	13,875 SH	Decreased-6,608 SH
TEXAS INSTRS INC	COM	$1.7M	0.4%Prev: 0.0%	10,018 SH	Increased+9,064 SH
UNITEDHEALTH GROUP INC	COM	$1.2M	0.3%Prev: 0.4%	3,711 SH	Decreased-2,530 SH
VALERO ENERGY CORP	COM	$403K	0.1%	2,474 SH	New
VANGUARD INDEX FDS	EXTEND MKT ETF	$1.1M	0.2%Prev: 0.3%	5,201 SH	Decreased-3,613 SH
VANGUARD INDEX FDS	GROWTH ETF	$363K	0.1%	744 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$13.0M	2.7%Prev: 3.8%	20,782 SH	Decreased-14,731 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$524K	0.1%	2,476 SH	New
VANGUARD INDEX FDS	TOTAL STK MKT	$27.2M	5.7%	81,163 SH	New
VANGUARD INDEX FDS	VALUE ETF	$2.4M	0.5%	12,479 SH	New
VANGUARD MUN BD FDS	TAX EXEMPT BD	$2.2M	0.5%Prev: 0.4%	44,319 SH	Decreased-8,347 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$629K	0.1%Prev: 0.1%	5,170 SH	Increased+1,337 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000IDX	$4.7M	1.0%Prev: 1.2%	15,303 SH	Decreased-7,124 SH
VANGUARD SCOTTSDALE FDS	VNG RUS3000IDX	$547K	0.1%Prev: 0.1%	1,820 SH	Decreased+175 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$251K	0.1%Prev: 0.0%	1,142 SH	Decreased
VANGUARD STAR FDS	VG TL INTL STK F	$211K	0.0%Prev: 0.0%	2,794 SH	Decreased-41 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$28.5M	6.0%Prev: 6.9%	455,712 SH	Decreased-181,591 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$2.6M	0.5%Prev: 0.4%	18,085 SH	Decreased+60 SH
VANGUARD WHITEHALL FDS	INTL HIGH ETF	$6.7M	1.4%Prev: 1.6%	74,764 SH	Decreased-25,047 SH
VERIZON COMMUNICATIONS INC	COM	$1.3M	0.3%Prev: 0.4%	31,028 SH	Decreased-26,782 SH
VISA INC	COM CL A	$571K	0.1%Prev: 0.1%	1,628 SH	Decreased-326 SH
VISTRA CORP	COM	$300K	0.1%Prev: 0.0%	1,857 SH	Decreased-337 SH
WALMART INC	COM	$927K	0.2%Prev: 0.1%	8,324 SH	Increased-143 SH
WEC ENERGY GROUP INC	COM	$1.2M	0.3%Prev: 0.3%	11,614 SH	Decreased-6,547 SH
WILLIAMS COS INC	COM	$473K	0.1%Prev: 0.1%	7,871 SH	Decreased-1,167 SH
WILLIAMS SONOMA INC	COM	$3.2M	0.7%Prev: 0.7%	17,763 SH	Decreased-3,131 SH
WISDOMTREE TR	JAPN HEDGE EQT	$8.2M	1.7%Prev: 2.3%	57,151 SH	Decreased-25,664 SH
WISDOMTREE TR	US HIGH DIVIDEND	$6.0M	1.3%Prev: 1.0%	59,008 SH	Decreased+1,644 SH
WISDOMTREE TR	US MIDCAP DIVID	$13.0M	2.7%Prev: 1.9%	251,334 SH	Increased+25,962 SH
WISDOMTREE TR	US S CAP QTY DIV	$795K	0.2%Prev: 0.1%	16,024 SH	Decreased+1,330 SH
WISDOMTREE TR	US SMALLCAP FUND	$365K	0.1%Prev: 0.1%	6,418 SH	Decreased-83 SH
ZOETIS INC	CL A	$1.2M	0.3%Prev: 0.3%	9,792 SH	Decreased-17,056 SH

Sold (vs prior filing)

ABBOTT LABORATORIES — $3.3M
AFLAC INC — $253K
AIR PRODUCTS AND CHEMICALS I — $2.4M
AMERIPRISE FINL INC — $258K
ARISTA NETWORKS INC — $725K
BANK OF AMER CORP — $3.1M
BLOOM ENERGY CORP — $367K
BOOKING HOLDINGS INC — $354K
CASEYS GEN STORES INC — $392K
CHEVRON CORPORATION — $3.6M
CINTAS CORP — $221K
CITIGROUP INC — $266K
COLGATE PALMOLIVE CO — $2.3M
COMFORT SYS USA INC — $202K
COPART INC — $228K
COSTCO WHOLESALE CORPORATION — $516K
CROWDSTRIKE HLDGS INC — $265K
DARDEN RESTAURANTS INC — $2.1M
DELL TECHNOLOGIES INC — $355K
DICKS SPORTING GOODS INC — $232K
… and 65 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 7, 2026	Q4 2025	13F-HR	0002008666-26-000001	$476.8M	View
Oct 21, 2026	Q3 2026	13F-HR	0002008666-26-000009	$651.0M	View
Oct 14, 2025	Q3 2025