PRECEDENT WEALTH PARTNERS, LLC

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

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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: $360.2M151 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$359K	0.1%	2,708 SH
ABBVIE INC	COM	$2.2M	0.6%	10,444 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$1.6M	0.5%	5,252 SH
AIR PRODS & CHEMS INC	COM	$1.1M	0.3%	3,817 SH
ALPHABET INC	CAP STK CL A	$590K	0.2%	3,817 SH
ALPHABET INC	CAP STK CL C	$476K	0.1%	3,049 SH
ALTRIA GROUP INC	COM	$1.6M	0.5%	27,272 SH
AMAZON COM INC	COM	$1.1M	0.3%	5,650 SH
AMERICAN EXPRESS CO	COM	$570K	0.2%	2,117 SH
AMERICAN TOWER CORP NEW	COM	$270K	0.1%	1,243 SH
AMGEN INC	COM	$2.0M	0.5%	6,259 SH
APPLE INC	COM	$4.8M	1.3%	21,725 SH
AUTOMATIC DATA PROCESSING IN	COM	$1.9M	0.5%	6,088 SH
BANK AMERICA CORP	COM	$1.7M	0.5%	40,162 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$444K	0.1%	834 SH
BLACKROCK INC	COM	$1.6M	0.5%	1,740 SH
BROADCOM INC	COM	$3.0M	0.8%	18,063 SH
CHENIERE ENERGY INC	COM NEW	$471K	0.1%	2,037 SH
CHEVRON CORP NEW	COM	$416K	0.1%	2,486 SH
CISCO SYS INC	COM	$546K	0.2%	8,852 SH
CLOROX CO DEL	COM	$1.4M	0.4%	9,422 SH
COMCAST CORP NEW	CL A	$1.1M	0.3%	29,617 SH
CONOCOPHILLIPS	COM	$1.6M	0.4%	15,396 SH
COSTCO WHSL CORP NEW	COM	$452K	0.1%	478 SH
CUMMINS INC	COM	$1.7M	0.5%	5,341 SH
DOMINION ENERGY INC	COM	$245K	0.1%	4,363 SH
DOUBLELINE YIELD OPPORTUNITI	COM	$201K	0.1%	12,479 SH
DUKE ENERGY CORP NEW	COM NEW	$1.5M	0.4%	12,243 SH
ELI LILLY & CO	COM	$211K	0.1%	255 SH
EXXON MOBIL CORP	COM	$5.8M	1.6%	48,773 SH
FIDELITY COVINGTON TRUST	HIGH DIVID ETF	$1.3M	0.4%	26,220 SH
FIDELITY NATL INFORMATION SV	COM	$276K	0.1%	3,699 SH
FIRST TR EXCHANGE-TRADED FD	FT VEST S&P 500	$1.2M	0.3%	22,861 SH
FIRST TR EXCHANGE-TRADED FD	FT VEST TEC	$895K	0.2%	40,084 SH
FIRST TR EXCHANGE-TRADED FD	RBA INDL ETF	$3.2M	0.9%	46,609 SH
FIRST TR EXCHANGE-TRADED FD	SMID RISNG ETF	$6.7M	1.9%	200,256 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$2.9M	0.8%	109,705 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST U.S.	$6.9M	1.9%	178,892 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST US	$17.5M	4.8%	433,872 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST US EQUIT	$9.7M	2.7%	317,226 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST US EQUTY	$2.8M	0.8%	99,543 SH
FIRST TR EXCHNG TRADED FD VI	VEST US EQUITY M	$2.1M	0.6%	65,940 SH
HERSHEY CO	COM	$1.0M	0.3%	5,926 SH
HOME DEPOT INC	COM	$1.3M	0.4%	3,565 SH
ILLINOIS TOOL WKS INC	COM	$1.1M	0.3%	4,428 SH
INTUIT	COM	$913K	0.3%	1,486 SH
INVESCO EXCH TRD SLF IDX FD	BULLETSHS 31 MUN	$2.9M	0.8%	141,395 SH
INVESCO EXCH TRD SLF IDX FD	BULLETSHS 32 MUN	$2.5M	0.7%	103,589 SH
INVESCO EXCH TRD SLF IDX FD	BULSHS 2025 MUNI	$2.0M	0.6%	83,529 SH
INVESCO EXCH TRD SLF IDX FD	BULSHS 2026 MUNI	$2.4M	0.7%	101,039 SH
INVESCO EXCH TRD SLF IDX FD	BULSHS 2027 MUNI	$2.7M	0.8%	115,196 SH
INVESCO EXCH TRD SLF IDX FD	BULSHS 2028 MUNI	$2.8M	0.8%	118,665 SH
INVESCO EXCH TRD SLF IDX FD	BULSHS 2029 MUNI	$2.5M	0.7%	109,355 SH
INVESCO EXCH TRD SLF IDX FD	INVESCO BULLETSH	$356K	0.1%	14,045 SH
INVESCO EXCH TRD SLF IDX FD	INVSC 30 MUNI BD	$2.8M	0.8%	129,822 SH
INVESCO EXCHANGE TRADED FD T	FTSE RAFI 1000	$4.2M	1.2%	103,817 SH
INVESCO EXCHANGE TRADED FD T	HIG YLD EQ DIV	$782K	0.2%	36,404 SH
INVESCO EXCHANGE TRADED FD T	S&P 500 TOP 50	$10.2M	2.8%	221,824 SH
INVESCO EXCHANGE TRADED FD T	S&P MDCP QUALITY	$6.7M	1.9%	73,093 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$4.7M	1.3%	27,274 SH
INVESCO QQQ TR	UNIT SER 1	$700K	0.2%	1,493 SH
ISHARES TR	CORE S&P MCP ETF	$8.6M	2.4%	146,764 SH
ISHARES TR	CORE S&P500 ETF	$12.2M	3.4%	21,747 SH
ISHARES TR	IBDS DEC28 ETF	$2.7M	0.8%	108,460 SH
ISHARES TR	IBONDS 27 ETF	$2.7M	0.8%	112,768 SH
ISHARES TR	IBONDS DEC 2030	$2.7M	0.8%	125,702 SH
ISHARES TR	IBONDS DEC 2031	$2.8M	0.8%	132,989 SH
ISHARES TR	IBONDS DEC 2032	$2.8M	0.8%	113,865 SH
ISHARES TR	IBONDS DEC 29	$2.7M	0.8%	118,036 SH
ISHARES TR	IBONDS DEC2026	$2.7M	0.8%	111,983 SH
ISHARES TR	IBONDS DEC25 ETF	$2.6M	0.7%	102,498 SH
ISHARES TR	INTL SEL DIV ETF	$1.0M	0.3%	33,191 SH
ISHARES TR	MSCI EAFE ETF	$9.8M	2.7%	119,857 SH
ISHARES TR	NATIONAL MUN ETF	$5.7M	1.6%	54,446 SH
ISHARES TR	RUS 1000 ETF	$4.3M	1.2%	13,934 SH
ISHARES TR	RUS 1000 GRW ETF	$251K	0.1%	696 SH
ISHARES TR	RUS 1000 VAL ETF	$2.5M	0.7%	13,204 SH
ISHARES TR	RUSSELL 2000 ETF	$217K	0.1%	1,086 SH
ISHARES TR	SELECT DIVID ETF	$1.5M	0.4%	11,108 SH
J P MORGAN EXCHANGE TRADED F	DIV RTN EM EQT	$813K	0.2%	15,423 SH
JOHNSON & JOHNSON	COM	$1.6M	0.4%	9,560 SH
JPMORGAN CHASE & CO	COM	$2.7M	0.7%	10,897 SH
KINDER MORGAN INC DEL	COM	$2.0M	0.6%	69,611 SH
KNIFE RIVER CORP	COMMON STOCK	$320K	0.1%	3,543 SH
KROGER CO	COM	$1.6M	0.4%	23,714 SH
LAM RESEARCH CORP	COM NEW	$2.1M	0.6%	28,757 SH
LOCKHEED MARTIN CORP	COM	$1.5M	0.4%	3,336 SH
MASTERCARD INCORPORATED	CL A	$288K	0.1%	526 SH
MCDONALDS CORP	COM	$2.0M	0.6%	6,533 SH
MDU RES GROUP INC	COM	$240K	0.1%	14,175 SH
MERCK & CO INC	COM	$1.3M	0.4%	14,880 SH
META PLATFORMS INC	CL A	$647K	0.2%	1,123 SH
METLIFE INC	COM	$1.6M	0.4%	20,125 SH
MICROSOFT CORP	COM	$3.4M	1.0%	9,120 SH
MORGAN STANLEY	COM NEW	$202K	0.1%	1,729 SH
NIKE INC	CL B	$894K	0.2%	14,083 SH
NVIDIA CORPORATION	COM	$1.1M	0.3%	10,261 SH
OWENS CORNING NEW	COM	$1.1M	0.3%	7,463 SH
PEPSICO INC	COM	$1.5M	0.4%	10,142 SH
PNC FINL SVCS GROUP INC	COM	$1.1M	0.3%	6,366 SH
PROCTER AND GAMBLE CO	COM	$221K	0.1%	1,294 SH
QUALCOMM INC	COM	$1.6M	0.4%	10,210 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$313K	0.1%	14,526 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$1.5M	0.4%	52,895 SH
SELECT SECTOR SPDR TR	FINANCIAL	$261K	0.1%	5,244 SH
SELECT SECTOR SPDR TR	INDL	$211K	0.1%	1,612 SH
SELECT SECTOR SPDR TR	SBI CONS DISCR	$357K	0.1%	1,809 SH
SELECT SECTOR SPDR TR	SBI HEALTHCARE	$332K	0.1%	2,277 SH
SELECT SECTOR SPDR TR	TECHNOLOGY	$380K	0.1%	1,840 SH
SMITH A O CORP	COM	$1.6M	0.4%	24,065 SH
SPDR S&P 500 ETF TR	TR UNIT	$1.1M	0.3%	1,957 SH
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$3.2M	0.9%	5,951 SH
SPDR SER TR	PORTFOLIO AGRGTE	$2.0M	0.5%	76,826 SH
SPDR SER TR	PORTFOLIO S&P400	$569K	0.2%	11,111 SH
SPDR SER TR	PORTFOLIO S&P600	$746K	0.2%	18,293 SH
SPDR SER TR	RUSSELL YIELD	$1.4M	0.4%	12,439 SH
SPDR SER TR	S&P DIVID ETF	$10.4M	2.9%	76,561 SH
STELLAR BANCORP INC	COM	$443K	0.1%	16,000 SH
STRYKER CORPORATION	COM	$393K	0.1%	1,056 SH
TARGET CORP	COM	$1.1M	0.3%	10,339 SH
TEXAS INSTRS INC	COM	$1.5M	0.4%	8,164 SH
TRACTOR SUPPLY CO	COM	$258K	0.1%	4,676 SH
UNITED PARCEL SERVICE INC	CL B	$1.0M	0.3%	9,487 SH
UNITEDHEALTH GROUP INC	COM	$1.2M	0.3%	2,370 SH
VALERO ENERGY CORP	COM	$327K	0.1%	2,474 SH
VANGUARD INDEX FDS	EXTEND MKT ETF	$918K	0.3%	5,329 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$6.7M	1.9%	13,129 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$534K	0.1%	2,867 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$22.9M	6.4%	83,455 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$2.0M	0.6%	40,635 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$235K	0.1%	2,876 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$818K	0.2%	8,815 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000IDX	$1.7M	0.5%	6,537 SH
VANGUARD SCOTTSDALE FDS	VNG RUS3000IDX	$409K	0.1%	1,657 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$299K	0.1%	1,540 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$12.4M	3.4%	243,752 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$2.2M	0.6%	17,340 SH
VANGUARD WHITEHALL FDS	INTL HIGH ETF	$3.6M	1.0%	48,190 SH
VERIZON COMMUNICATIONS INC	COM	$1.1M	0.3%	23,932 SH
VISA INC	COM CL A	$518K	0.1%	1,477 SH
WALMART INC	COM	$751K	0.2%	8,554 SH
WEC ENERGY GROUP INC	COM	$743K	0.2%	6,821 SH
WILLIAMS COS INC	COM	$518K	0.1%	8,675 SH
WILLIAMS SONOMA INC	COM	$2.4M	0.7%	14,928 SH
WISDOMTREE TR	EMER MKT HIGH FD	$206K	0.1%	4,896 SH
WISDOMTREE TR	US HIGH DIVIDEND	$6.2M	1.7%	62,258 SH
WISDOMTREE TR	US LARGECAP DIVD	$203K	0.1%	2,561 SH
WISDOMTREE TR	US MIDCAP DIVID	$13.3M	3.7%	267,655 SH
WISDOMTREE TR	US S CAP QTY DIV	$903K	0.3%	19,425 SH
WISDOMTREE TR	US SMALLCAP FUND	$391K	0.1%	8,007 SH
ZOETIS INC	CL A	$1.1M	0.3%	6,648 SH

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