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: $408.2M166 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$398K	0.1%Prev: 0.1%	2,929 SH	Increased-573 SH
ABBVIE INC	COM	$2.2M	0.5%Prev: 0.5%	11,593 SH	Decreased-681 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$1.9M	0.5%Prev: 0.3%	6,290 SH	Increased-1,878 SH
AIR PRODS & CHEMS INC	COM	$1.3M	0.3%Prev: 0.4%	4,668 SH	Decreased-1,897 SH
ALPHABET INC	CAP STK CL A	$740K	0.2%Prev: 0.3%	4,198 SH	Decreased-325 SH
ALPHABET INC	CAP STK CL C	$541K	0.1%Prev: 0.2%	3,052 SH	Decreased+7 SH
ALTRIA GROUP INC	COM	$1.8M	0.4%Prev: 0.5%	30,748 SH	Decreased-5,583 SH
AMAZON COM INC	COM	$1.3M	0.3%Prev: 0.3%	6,049 SH	Increased-38 SH
AMERICAN EXPRESS CO	COM	$639K	0.2%Prev: 0.1%	2,002 SH	Increased-31 SH
AMERICAN TOWER CORP NEW	COM	$275K	0.1%	1,243 SH	New
AMGEN INC	COM	$2.0M	0.5%Prev: 0.6%	7,136 SH	Decreased-1,010 SH
APPLE INC	COM	$4.7M	1.1%Prev: 1.2%	22,779 SH	Decreased-994 SH
AUTOMATIC DATA PROCESSING IN	COM	$2.1M	0.5%Prev: 0.3%	6,809 SH	Increased-1,170 SH
AXON ENTERPRISE INC	COM	$282K	0.1%	341 SH	New
BANK AMERICA CORP	COM	$2.2M	0.5%Prev: 0.5%	46,166 SH	Decreased-5,090 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$435K	0.1%Prev: 0.1%	896 SH	Decreased-30 SH
BLACKROCK INC	COM	$2.0M	0.5%Prev: 0.4%	1,946 SH	Decreased-310 SH
BLACKROCK TECH AND PRIVATE E	SHS BEN INT	$80K	0.0%	10,900 SH	New
BROADCOM INC	COM	$5.4M	1.3%Prev: 1.2%	19,716 SH	Decreased+626 SH
CATERPILLAR INC	COM	$1.6M	0.4%Prev: 0.6%	4,136 SH	Decreased-315 SH
CHENIERE ENERGY INC	COM NEW	$496K	0.1%	2,037 SH	New
CHEVRON CORP NEW	COM	$365K	0.1%Prev: 0.6%	2,548 SH	Decreased-12,939 SH
CISCO SYS INC	COM	$532K	0.1%Prev: 0.1%	7,665 SH	Decreased-155 SH
CLOROX CO DEL	COM	$1.4M	0.3%	11,303 SH	New
COCA COLA CO	COM	$1.2M	0.3%Prev: 0.4%	16,728 SH	Decreased-6,754 SH
COMCAST CORP NEW	CL A	$1.3M	0.3%Prev: 0.3%	36,774 SH	Decreased-20,262 SH
CONOCOPHILLIPS	COM	$1.2M	0.3%Prev: 0.2%	13,653 SH	Increased+5,180 SH
COSTCO WHSL CORP NEW	COM	$487K	0.1%Prev: 0.1%	492 SH	Increased+39 SH
CUMMINS INC	COM	$698K	0.2%Prev: 0.2%	2,130 SH	Decreased+207 SH
DOMINION ENERGY INC	COM	$215K	0.1%	3,802 SH	New
DOUBLELINE YIELD OPPORTUNITI	COM	$184K	0.0%	11,828 SH	New
DUKE ENERGY CORP NEW	COM NEW	$1.6M	0.4%Prev: 0.4%	13,953 SH	Decreased-2,970 SH
ELI LILLY & CO	COM	$229K	0.1%Prev: 0.1%	294 SH	Decreased-27 SH
EOG RES INC	COM	$305K	0.1%Prev: 0.2%	2,548 SH	Decreased-5,965 SH
EVERUS CONSTR GROUP	COM	$225K	0.1%Prev: 0.1%	3,543 SH	Decreased
EXXON MOBIL CORP	COM	$3.7M	0.9%Prev: 1.2%	33,938 SH	Decreased-989 SH
FIDELITY COVINGTON TRUST	HIGH DIVID ETF	$1.3M	0.3%Prev: 0.5%	25,894 SH	Decreased-15,864 SH
FIDELITY NATL INFORMATION SV	COM	$303K	0.1%Prev: 0.5%	3,728 SH	Decreased-48,129 SH
FIRST TR EXCHANGE-TRADED FD	FT VEST S&P 500	$1.3M	0.3%Prev: 0.3%	26,997 SH	Decreased-6,879 SH
FIRST TR EXCHANGE-TRADED FD	FT VEST TEC	$1.4M	0.3%	51,452 SH	New
FIRST TR EXCHANGE-TRADED FD	RBA INDL ETF	$4.1M	1.0%Prev: 2.2%	50,497 SH	Decreased-48,589 SH
FIRST TR EXCHANGE-TRADED FD	SMID RISNG ETF	$7.6M	1.8%Prev: 2.3%	214,049 SH	Decreased-79,207 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$3.9M	0.9%Prev: 2.5%	135,516 SH	Decreased-385,143 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST U.S.	$1.5M	0.4%Prev: 0.3%	35,745 SH	Decreased-1,131 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST US	$19.7M	4.8%Prev: 1.4%	461,298 SH	Increased+296,668 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$6.1M	1.5%Prev: 0.8%	145,082 SH	Increased+63,582 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST US EQUIT	$10.1M	2.5%Prev: 3.6%	319,140 SH	Decreased-230,953 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST US EQUTY	$2.9M	0.7%	98,231 SH	New
FIRST TR EXCHNG TRADED FD VI	VEST US EQTY MAX	$369K	0.1%Prev: 0.1%	11,796 SH	Increased+904 SH
FIRST TR EXCHNG TRADED FD VI	VEST US EQUITY M	$3.2M	0.8%	100,722 SH	New
FS CREDIT OPPORTUNITIES CORP	COMMON STOCK	$133K	0.0%	18,363 SH	New
HERSHEY CO	COM	$1.2M	0.3%Prev: 0.4%	7,390 SH	Decreased-2,265 SH
HOME DEPOT INC	COM	$1.6M	0.4%Prev: 0.4%	4,493 SH	Decreased-1,255 SH
ILLINOIS TOOL WKS INC	COM	$1.3M	0.3%Prev: 0.4%	5,428 SH	Decreased-1,640 SH
INTUIT	COM	$1.5M	0.4%Prev: 0.2%	1,859 SH	Increased-1,003 SH
INTUITIVE SURGICAL INC	COM	$210K	0.1%	386 SH	New
INVESCO EXCH TRD SLF IDX FD	BULLETSHARE 2034	$415K	0.1%Prev: 0.1%	17,519 SH	Decreased-3,114 SH
INVESCO EXCH TRD SLF IDX FD	BULLETSHS 31 MUN	$3.2M	0.8%Prev: 0.8%	156,969 SH	Decreased-45,022 SH
INVESCO EXCH TRD SLF IDX FD	BULLETSHS 32 MUN	$2.9M	0.7%Prev: 0.8%	117,137 SH	Decreased-44,218 SH
INVESCO EXCH TRD SLF IDX FD	BULSHS 2025 MUNI	$1.9M	0.5%	77,108 SH	New
INVESCO EXCH TRD SLF IDX FD	BULSHS 2026 MUNI	$2.6M	0.6%Prev: 0.6%	111,085 SH	Decreased-14,228 SH
INVESCO EXCH TRD SLF IDX FD	BULSHS 2027 MUNI	$3.0M	0.7%Prev: 0.8%	128,734 SH	Decreased-43,177 SH
INVESCO EXCH TRD SLF IDX FD	BULSHS 2028 MUNI	$3.0M	0.7%Prev: 0.8%	128,670 SH	Decreased-39,352 SH
INVESCO EXCH TRD SLF IDX FD	BULSHS 2029 MUNI	$2.7M	0.7%Prev: 0.8%	118,476 SH	Decreased-47,823 SH
INVESCO EXCH TRD SLF IDX FD	INVESCO BULLETSH	$791K	0.2%Prev: 0.7%	31,532 SH	Decreased-113,210 SH
INVESCO EXCH TRD SLF IDX FD	INVSC 30 MUNI BD	$3.0M	0.7%Prev: 0.8%	140,313 SH	Decreased-45,982 SH
INVESCO EXCHANGE TRADED FD T	FTSE RAFI 1000	$4.2M	1.0%Prev: 1.0%	99,914 SH	Decreased-223 SH
INVESCO EXCHANGE TRADED FD T	HIG YLD EQ DIV	$489K	0.1%Prev: 0.1%	23,963 SH	Increased+8,758 SH
INVESCO EXCHANGE TRADED FD T	S&P 500 TOP 50	$10.8M	2.7%Prev: 1.9%	207,801 SH	Increased+32,699 SH
INVESCO EXCHANGE TRADED FD T	S&P MDCP QUALITY	$7.7M	1.9%Prev: 2.2%	78,742 SH	Decreased-29,819 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$6.0M	1.5%Prev: 1.2%	32,968 SH	Decreased+1,252 SH
INVESCO QQQ TR	UNIT SER 1	$822K	0.2%Prev: 0.1%	1,490 SH	Increased+216 SH
ISHARES TR	CORE S&P MCP ETF	$8.5M	2.1%Prev: 1.7%	137,387 SH	Decreased+11,011 SH
ISHARES TR	CORE S&P500 ETF	$12.0M	2.9%Prev: 2.6%	19,379 SH	Decreased-662 SH
ISHARES TR	IBDS DEC28 ETF	$3.1M	0.8%Prev: 0.7%	120,733 SH	Decreased-19,046 SH
ISHARES TR	IBONDS 27 ETF	$3.0M	0.7%Prev: 0.7%	125,616 SH	Decreased-20,012 SH
ISHARES TR	IBONDS DEC 2030	$3.1M	0.8%Prev: 0.7%	140,083 SH	Decreased-22,216 SH
ISHARES TR	IBONDS DEC 2031	$3.1M	0.8%Prev: 0.7%	148,060 SH	Decreased-22,350 SH
ISHARES TR	IBONDS DEC 2032	$3.2M	0.8%Prev: 0.7%	126,582 SH	Decreased-11,060 SH
ISHARES TR	IBONDS DEC 2033	$319K	0.1%Prev: 0.7%	12,301 SH	Decreased-116,240 SH
ISHARES TR	IBONDS DEC 29	$3.1M	0.8%Prev: 0.7%	131,551 SH	Decreased-20,789 SH
ISHARES TR	IBONDS DEC2026	$3.0M	0.7%Prev: 0.7%	124,753 SH	Decreased-17,985 SH
ISHARES TR	IBONDS DEC25 ETF	$2.6M	0.6%	101,510 SH	New
ISHARES TR	INTL SEL DIV ETF	$1.1M	0.3%Prev: 0.2%	32,218 SH	Increased+13,403 SH
ISHARES TR	MSCI EAFE ETF	$10.7M	2.6%Prev: 2.4%	119,201 SH	Decreased-3,566 SH
ISHARES TR	NATIONAL MUN ETF	$5.1M	1.3%Prev: 1.2%	49,077 SH	Decreased-5,228 SH
ISHARES TR	RUS 1000 ETF	$4.2M	1.0%Prev: 0.7%	12,223 SH	Increased+2,590 SH
ISHARES TR	RUS 1000 GRW ETF	$296K	0.1%Prev: 0.1%	696 SH	Decreased-3 SH
ISHARES TR	RUS 1000 VAL ETF	$2.6M	0.6%Prev: 0.6%	13,204 SH	Decreased+26 SH
ISHARES TR	S&P 500 GRWT ETF	$285K	0.1%	2,588 SH	New
ISHARES TR	SELECT DIVID ETF	$1.5M	0.4%Prev: 0.3%	11,185 SH	Decreased+864 SH
J P MORGAN EXCHANGE TRADED F	DIV RTN EM EQT	$861K	0.2%Prev: 0.1%	15,262 SH	Increased+10,520 SH
JOHNSON & JOHNSON	COM	$1.7M	0.4%Prev: 0.6%	11,049 SH	Decreased-1,791 SH
JPMORGAN CHASE & CO	COM	$3.4M	0.8%Prev: 0.8%	11,847 SH	Decreased-1,086 SH
KINDER MORGAN INC DEL	COM	$2.3M	0.6%Prev: 0.6%	76,841 SH	Decreased-9,706 SH
KNIFE RIVER CORP	COMMON STOCK	$289K	0.1%Prev: 0.1%	3,543 SH	Decreased
KROGER CO	COM	$1.9M	0.5%Prev: 0.5%	27,134 SH	Decreased-5,562 SH
LAM RESEARCH CORP	COM NEW	$3.2M	0.8%Prev: 1.4%	32,568 SH	Decreased+853 SH
LOCKHEED MARTIN CORP	COM	$1.7M	0.4%Prev: 0.5%	3,651 SH	Decreased-679 SH
MASTERCARD INCORPORATED	CL A	$266K	0.1%Prev: 0.0%	473 SH	Increased-9 SH
MCDONALDS CORP	COM	$2.1M	0.5%Prev: 0.5%	7,143 SH	Decreased-1,305 SH
MDU RES GROUP INC	COM	$236K	0.1%Prev: 0.1%	14,175 SH	Decreased
MERCK & CO INC	COM	$1.4M	0.4%Prev: 0.5%	18,139 SH	Decreased-4,611 SH
META PLATFORMS INC	CL A	$884K	0.2%Prev: 0.1%	1,198 SH	Increased-58 SH
METLIFE INC	COM	$1.9M	0.5%Prev: 0.4%	23,071 SH	Decreased-4,891 SH
MICROSOFT CORP	COM	$4.9M	1.2%Prev: 0.8%	9,791 SH	Increased-779 SH
MORGAN STANLEY	COM NEW	$244K	0.1%Prev: 0.1%	1,729 SH	Decreased-9 SH
NETFLIX INC	COM	$316K	0.1%Prev: 0.1%	236 SH	Increased-2,427 SH
NIKE INC	CL B	$1.3M	0.3%Prev: 0.3%	18,540 SH	Decreased-7,906 SH
NVIDIA CORPORATION	COM	$1.6M	0.4%Prev: 0.4%	10,318 SH	Decreased+131 SH
ORACLE CORP	COM	$301K	0.1%Prev: 0.0%	1,379 SH	Increased-100 SH
OWENS CORNING NEW	COM	$1.3M	0.3%Prev: 0.3%	9,207 SH	Decreased-4,611 SH
PALANTIR TECHNOLOGIES INC	CL A	$368K	0.1%Prev: 0.1%	2,699 SH	Decreased-891 SH
PEPSICO INC	COM	$390K	0.1%Prev: 0.1%	2,951 SH	Decreased-27 SH
PHILIP MORRIS INTL INC	COM	$250K	0.1%	1,370 SH	New
PNC FINL SVCS GROUP INC	COM	$1.4M	0.4%Prev: 0.4%	7,689 SH	Decreased-1,597 SH
PROCTER AND GAMBLE CO	COM	$271K	0.1%Prev: 0.0%	1,702 SH	Increased+121 SH
PROSHARES TR	ULTRPRO S&P500	$298K	0.1%	3,264 SH	New
QUALCOMM INC	COM	$2.0M	0.5%Prev: 0.4%	12,287 SH	Increased-2,239 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$346K	0.1%Prev: 0.1%	14,526 SH	Decreased
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$1.4M	0.3%Prev: 0.3%	52,168 SH	Decreased+3,133 SH
SELECT SECTOR SPDR TR	TECHNOLOGY	$233K	0.1%Prev: 0.0%	920 SH	Decreased-920 SH
SMITH A O CORP	COM	$1.7M	0.4%Prev: 0.4%	25,592 SH	Decreased-2,085 SH
SPDR S&P 500 ETF TR	TR UNIT	$1.3M	0.3%Prev: 0.3%	2,059 SH	Decreased+10 SH
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$3.4M	0.8%Prev: 0.7%	5,951 SH	Decreased+71 SH
SPDR SER TR	PORTFOLIO AGRGTE	$2.2M	0.5%Prev: 0.6%	84,269 SH	Decreased-41,978 SH
SPDR SER TR	PORTFOLIO S&P400	$307K	0.1%Prev: 0.1%	5,638 SH	Decreased+143 SH
SPDR SER TR	PORTFOLIO S&P600	$499K	0.1%Prev: 0.1%	11,708 SH	Increased+4,977 SH
SPDR SER TR	RUSSELL YIELD	$1.1M	0.3%Prev: 0.3%	10,395 SH	Decreased-2,389 SH
SPDR SER TR	S&P DIVID ETF	$10.4M	2.5%Prev: 1.9%	76,372 SH	Increased+12,785 SH
STELLAR BANCORP INC	COM	$448K	0.1%Prev: 0.1%	16,000 SH	Decreased+662 SH
STRYKER CORPORATION	COM	$409K	0.1%Prev: 0.1%	1,035 SH	Increased+242 SH
TARGET CORP	COM	$1.3M	0.3%Prev: 0.4%	13,208 SH	Decreased-3,892 SH
TEXAS INSTRS INC	COM	$2.0M	0.5%	9,833 SH	New
TRACTOR SUPPLY CO	COM	$222K	0.1%	4,201 SH	New
UNITED PARCEL SERVICE INC	CL B	$1.2M	0.3%	12,006 SH	New
UNITEDHEALTH GROUP INC	COM	$981K	0.2%Prev: 0.2%	3,145 SH	Decreased-1,357 SH
VALERO ENERGY CORP	COM	$333K	0.1%Prev: 0.1%	2,474 SH	Decreased+474 SH
VANGUARD INDEX FDS	EXTEND MKT ETF	$1.0M	0.3%Prev: 0.2%	5,302 SH	Decreased+112 SH
VANGUARD INDEX FDS	GROWTH ETF	$326K	0.1%Prev: 0.1%	744 SH	Increased+88 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$8.8M	2.2%Prev: 2.6%	15,504 SH	Decreased-6,484 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$514K	0.1%Prev: 0.1%	2,635 SH	Decreased+217 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$24.8M	6.1%Prev: 5.2%	81,512 SH	Decreased+350 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$1.9M	0.5%Prev: 0.5%	38,348 SH	Decreased-8,133 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$871K	0.2%Prev: 0.1%	7,980 SH	Increased+3,284 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000IDX	$1.8M	0.4%Prev: 1.1%	6,278 SH	Decreased-11,841 SH
VANGUARD SCOTTSDALE FDS	VNG RUS3000IDX	$496K	0.1%Prev: 0.1%	1,820 SH	Increased+181 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$246K	0.1%Prev: 0.0%	1,202 SH	Increased+60 SH
VANGUARD STAR FDS	VG TL INTL STK F	$200K	0.0%Prev: 0.0%	2,896 SH	Decreased+123 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$20.3M	5.0%Prev: 6.5%	356,922 SH	Decreased-150,046 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$2.4M	0.6%Prev: 0.5%	17,887 SH	Decreased-517 SH
VANGUARD WHITEHALL FDS	INTL HIGH ETF	$4.5M	1.1%Prev: 1.7%	56,023 SH	Decreased-33,558 SH
VERIZON COMMUNICATIONS INC	COM	$1.3M	0.3%Prev: 0.4%	29,534 SH	Decreased-13,129 SH
VISA INC	COM CL A	$564K	0.1%Prev: 0.1%	1,588 SH	Increased+41 SH
VISTRA CORP	COM	$269K	0.1%Prev: 0.0%	1,390 SH	Increased-253 SH
WALMART INC	COM	$824K	0.2%Prev: 0.2%	8,424 SH	Decreased+353 SH
WEC ENERGY GROUP INC	COM	$933K	0.2%Prev: 0.3%	8,953 SH	Decreased-4,010 SH
WILLIAMS COS INC	COM	$588K	0.1%Prev: 0.1%	9,366 SH	Increased+2,082 SH
WILLIAMS SONOMA INC	COM	$2.8M	0.7%Prev: 0.7%	17,061 SH	Decreased-1,191 SH
WISDOMTREE TR	EMER MKT HIGH FD	$218K	0.1%	4,803 SH	New
WISDOMTREE TR	JAPN HEDGE EQT	$3.5M	0.9%Prev: 2.2%	30,841 SH	Decreased-39,445 SH
WISDOMTREE TR	US HIGH DIVIDEND	$5.8M	1.4%Prev: 1.2%	60,052 SH	Decreased+5,275 SH
WISDOMTREE TR	US MIDCAP DIVID	$14.0M	3.4%Prev: 2.4%	279,484 SH	Increased+48,293 SH
WISDOMTREE TR	US S CAP QTY DIV	$880K	0.2%Prev: 0.2%	18,897 SH	Increased+2,672 SH
WISDOMTREE TR	US SMALLCAP FUND	$412K	0.1%Prev: 0.1%	8,079 SH	Increased+1,330 SH
ZOETIS INC	CL A	$1.2M	0.3%Prev: 0.3%	7,957 SH	Decreased-4,390 SH

Sold (vs prior filing)

ADVANCED MICRO DEVICES INC — $376K
AFLAC INC — $426K
APPLIED MATLS INC — $415K
AT&T INC — $365K
DOLLAR GEN CORP NEW — $2.0M
FEDEX CORP — $2.1M
FIRST TR EXCHANGE TRADED FD — $1.1M
INVESCO EXCHANGE TRADED FD T — $2.4M
ISHARES TR — $2.2M
ISHARES TR — $226K
NUVEEN MUNICIPAL CREDIT INC — $133K
SHOPIFY INC — $600K
SPDR GOLD TR — $237K
T ROWE PRICE ETF INC — $636K
VANGUARD INDEX FDS — $744K
VANGUARD SCOTTSDALE FDS — $210K

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