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: $499.6M161 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$360K	0.1%Prev: 0.1%	3,502 SH	Increased+794 SH
ABBVIE INC	COM	$2.7M	0.5%Prev: 0.6%	12,274 SH	Increased+1,830 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$1.6M	0.3%Prev: 0.5%	8,168 SH	Decreased+2,916 SH
ADVANCED MICRO DEVICES INC	COM	$376K	0.1%	1,848 SH	New
AFLAC INC	COM	$426K	0.1%	3,885 SH	New
AIR PRODS & CHEMS INC	COM	$1.9M	0.4%Prev: 0.3%	6,565 SH	Increased+2,748 SH
ALPHABET INC	CAP STK CL A	$1.3M	0.3%Prev: 0.2%	4,523 SH	Increased+706 SH
ALPHABET INC	CAP STK CL C	$874K	0.2%Prev: 0.1%	3,045 SH	Increased-4 SH
ALTRIA GROUP INC	COM	$2.4M	0.5%Prev: 0.5%	36,331 SH	Increased+9,059 SH
AMAZON COM INC	COM	$1.3M	0.3%Prev: 0.3%	6,087 SH	Increased+437 SH
AMERICAN EXPRESS CO	COM	$615K	0.1%Prev: 0.2%	2,033 SH	Increased-84 SH
AMGEN INC	COM	$2.9M	0.6%Prev: 0.5%	8,146 SH	Increased+1,887 SH
APPLE INC	COM	$6.0M	1.2%Prev: 1.3%	23,773 SH	Increased+2,048 SH
APPLIED MATLS INC	COM	$415K	0.1%	1,213 SH	New
AT&T INC	COM	$365K	0.1%	12,575 SH	New
AUTOMATIC DATA PROCESSING IN	COM	$1.6M	0.3%Prev: 0.5%	7,979 SH	Decreased+1,891 SH
BANK AMERICA CORP	COM	$2.5M	0.5%Prev: 0.5%	51,256 SH	Increased+11,094 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$444K	0.1%Prev: 0.1%	926 SH	Decreased+92 SH
BLACKROCK INC	COM	$2.2M	0.4%Prev: 0.5%	2,256 SH	Increased+516 SH
BROADCOM INC	COM	$5.9M	1.2%Prev: 0.8%	19,090 SH	Increased+1,027 SH
CATERPILLAR INC	COM	$3.2M	0.6%	4,451 SH	New
CHEVRON CORP NEW	COM	$3.2M	0.6%Prev: 0.1%	15,487 SH	Increased+13,001 SH
CISCO SYS INC	COM	$607K	0.1%Prev: 0.2%	7,820 SH	Increased-1,032 SH
COCA COLA CO	COM	$1.8M	0.4%	23,482 SH	New
COMCAST CORP NEW	CL A	$1.6M	0.3%Prev: 0.3%	57,036 SH	Increased+27,419 SH
CONOCOPHILLIPS	COM	$1.1M	0.2%Prev: 0.4%	8,473 SH	Decreased-6,923 SH
COSTCO WHSL CORP NEW	COM	$451K	0.1%Prev: 0.1%	453 SH	Decreased-25 SH
CUMMINS INC	COM	$1.0M	0.2%Prev: 0.5%	1,923 SH	Decreased-3,418 SH
DOLLAR GEN CORP NEW	COM	$2.0M	0.4%	16,457 SH	New
DUKE ENERGY CORP NEW	COM NEW	$2.2M	0.4%Prev: 0.4%	16,923 SH	Increased+4,680 SH
ELI LILLY & CO	COM	$295K	0.1%Prev: 0.1%	321 SH	Increased+66 SH
EOG RES INC	COM	$1.2M	0.2%	8,513 SH	New
EVERUS CONSTR GROUP	COM	$418K	0.1%	3,543 SH	New
EXXON MOBIL CORP	COM	$5.9M	1.2%Prev: 1.6%	34,927 SH	Increased-13,846 SH
FEDEX CORP	COM	$2.1M	0.4%	5,808 SH	New
FIDELITY COVINGTON TRUST	HIGH DIVID ETF	$2.3M	0.5%Prev: 0.4%	41,758 SH	Increased+15,538 SH
FIDELITY NATL INFORMATION SV	COM	$2.4M	0.5%Prev: 0.1%	51,857 SH	Increased+48,158 SH
FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$1.1M	0.2%	15,681 SH	New
FIRST TR EXCHANGE-TRADED FD	FT VEST S&P 500	$1.7M	0.3%Prev: 0.3%	33,876 SH	Increased+11,015 SH
FIRST TR EXCHANGE-TRADED FD	RBA INDL ETF	$11.0M	2.2%Prev: 0.9%	99,086 SH	Increased+52,477 SH
FIRST TR EXCHANGE-TRADED FD	SMID RISNG ETF	$11.6M	2.3%Prev: 1.9%	293,256 SH	Increased+93,000 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$12.5M	2.5%Prev: 0.8%	520,659 SH	Increased+410,954 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST U.S.	$1.6M	0.3%Prev: 1.9%	36,876 SH	Decreased-142,016 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST US	$7.2M	1.4%Prev: 4.8%	164,630 SH	Decreased-269,242 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$3.8M	0.8%	81,500 SH	New
FIRST TR EXCHNG TRADED FD VI	FT VEST US EQUIT	$18.0M	3.6%Prev: 2.7%	550,093 SH	Increased+232,867 SH
FIRST TR EXCHNG TRADED FD VI	VEST US EQTY MAX	$352K	0.1%	10,892 SH	New
HERSHEY CO	COM	$2.0M	0.4%Prev: 0.3%	9,655 SH	Increased+3,729 SH
HOME DEPOT INC	COM	$1.9M	0.4%Prev: 0.4%	5,748 SH	Increased+2,183 SH
ILLINOIS TOOL WKS INC	COM	$1.8M	0.4%Prev: 0.3%	7,068 SH	Increased+2,640 SH
INTUIT	COM	$1.2M	0.2%Prev: 0.3%	2,862 SH	Increased+1,376 SH
INVESCO EXCH TRD SLF IDX FD	BULLETSHARE 2034	$501K	0.1%	20,633 SH	New
INVESCO EXCH TRD SLF IDX FD	BULLETSHS 31 MUN	$4.2M	0.8%Prev: 0.8%	201,991 SH	Increased+60,596 SH
INVESCO EXCH TRD SLF IDX FD	BULLETSHS 32 MUN	$4.0M	0.8%Prev: 0.7%	161,355 SH	Increased+57,766 SH
INVESCO EXCH TRD SLF IDX FD	BULSHS 2026 MUNI	$3.0M	0.6%Prev: 0.7%	125,313 SH	Increased+24,274 SH
INVESCO EXCH TRD SLF IDX FD	BULSHS 2027 MUNI	$4.1M	0.8%Prev: 0.8%	171,911 SH	Increased+56,715 SH
INVESCO EXCH TRD SLF IDX FD	BULSHS 2028 MUNI	$3.9M	0.8%Prev: 0.8%	168,022 SH	Increased+49,357 SH
INVESCO EXCH TRD SLF IDX FD	BULSHS 2029 MUNI	$3.8M	0.8%Prev: 0.7%	166,299 SH	Increased+56,944 SH
INVESCO EXCH TRD SLF IDX FD	INVESCO BULLETSH	$3.7M	0.7%Prev: 0.1%	144,742 SH	Increased+130,697 SH
INVESCO EXCH TRD SLF IDX FD	INVSC 30 MUNI BD	$4.1M	0.8%Prev: 0.8%	186,295 SH	Increased+56,473 SH
INVESCO EXCHANGE TRADED FD T	FTSE RAFI 1000	$4.8M	1.0%Prev: 1.2%	100,137 SH	Increased-3,680 SH
INVESCO EXCHANGE TRADED FD T	HIG YLD EQ DIV	$326K	0.1%Prev: 0.2%	15,205 SH	Decreased-21,199 SH
INVESCO EXCHANGE TRADED FD T	S&P 500 TOP 50	$9.6M	1.9%Prev: 2.8%	175,102 SH	Decreased-46,722 SH
INVESCO EXCHANGE TRADED FD T	S&P MDCP QUALITY	$11.2M	2.2%Prev: 1.9%	108,561 SH	Increased+35,468 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL DIS	$2.4M	0.5%	44,610 SH	New
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$6.1M	1.2%Prev: 1.3%	31,716 SH	Increased+4,442 SH
INVESCO QQQ TR	UNIT SER 1	$735K	0.1%Prev: 0.2%	1,274 SH	Increased-219 SH
ISHARES TR	CORE S&P MCP ETF	$8.5M	1.7%Prev: 2.4%	126,376 SH	Decreased-20,388 SH
ISHARES TR	CORE S&P500 ETF	$13.1M	2.6%Prev: 3.4%	20,041 SH	Increased-1,706 SH
ISHARES TR	EXPANDED TECH	$2.2M	0.4%	27,647 SH	New
ISHARES TR	IBDS DEC28 ETF	$3.5M	0.7%Prev: 0.8%	139,779 SH	Increased+31,319 SH
ISHARES TR	IBONDS 27 ETF	$3.5M	0.7%Prev: 0.8%	145,628 SH	Increased+32,860 SH
ISHARES TR	IBONDS DEC 2030	$3.6M	0.7%Prev: 0.8%	162,299 SH	Increased+36,597 SH
ISHARES TR	IBONDS DEC 2031	$3.6M	0.7%Prev: 0.8%	170,410 SH	Increased+37,421 SH
ISHARES TR	IBONDS DEC 2032	$3.5M	0.7%Prev: 0.8%	137,642 SH	Increased+23,777 SH
ISHARES TR	IBONDS DEC 2033	$3.3M	0.7%	128,541 SH	New
ISHARES TR	IBONDS DEC 29	$3.5M	0.7%Prev: 0.8%	152,340 SH	Increased+34,304 SH
ISHARES TR	IBONDS DEC2026	$3.5M	0.7%Prev: 0.8%	142,738 SH	Increased+30,755 SH
ISHARES TR	INTL SEL DIV ETF	$801K	0.2%Prev: 0.3%	18,815 SH	Decreased-14,376 SH
ISHARES TR	MSCI EAFE ETF	$11.9M	2.4%Prev: 2.7%	122,767 SH	Increased+2,910 SH
ISHARES TR	MSCI INTL QUALTY	$226K	0.0%	4,895 SH	New
ISHARES TR	NATIONAL MUN ETF	$5.8M	1.2%Prev: 1.6%	54,305 SH	Increased-141 SH
ISHARES TR	RUS 1000 ETF	$3.4M	0.7%Prev: 1.2%	9,633 SH	Decreased-4,301 SH
ISHARES TR	RUS 1000 GRW ETF	$298K	0.1%Prev: 0.1%	699 SH	Increased+3 SH
ISHARES TR	RUS 1000 VAL ETF	$2.8M	0.6%Prev: 0.7%	13,178 SH	Increased-26 SH
ISHARES TR	SELECT DIVID ETF	$1.6M	0.3%Prev: 0.4%	10,321 SH	Increased-787 SH
J P MORGAN EXCHANGE TRADED F	DIV RTN EM EQT	$295K	0.1%Prev: 0.2%	4,742 SH	Decreased-10,681 SH
JOHNSON & JOHNSON	COM	$3.1M	0.6%Prev: 0.4%	12,840 SH	Increased+3,280 SH
JPMORGAN CHASE & CO	COM	$3.8M	0.8%Prev: 0.7%	12,933 SH	Increased+2,036 SH
KINDER MORGAN INC DEL	COM	$2.9M	0.6%Prev: 0.6%	86,547 SH	Increased+16,936 SH
KNIFE RIVER CORP	COMMON STOCK	$289K	0.1%Prev: 0.1%	3,543 SH	Decreased
KROGER CO	COM	$2.4M	0.5%Prev: 0.4%	32,696 SH	Increased+8,982 SH
LAM RESEARCH CORP	COM NEW	$6.8M	1.4%Prev: 0.6%	31,715 SH	Increased+2,958 SH
LOCKHEED MARTIN CORP	COM	$2.6M	0.5%Prev: 0.4%	4,330 SH	Increased+994 SH
MASTERCARD INCORPORATED	CL A	$241K	0.0%Prev: 0.1%	482 SH	Decreased-44 SH
MCDONALDS CORP	COM	$2.6M	0.5%Prev: 0.6%	8,448 SH	Increased+1,915 SH
MDU RES GROUP INC	COM	$294K	0.1%Prev: 0.1%	14,175 SH	Increased
MERCK & CO INC	COM	$2.7M	0.5%Prev: 0.4%	22,750 SH	Increased+7,870 SH
META PLATFORMS INC	CL A	$719K	0.1%Prev: 0.2%	1,256 SH	Increased+133 SH
METLIFE INC	COM	$2.0M	0.4%Prev: 0.4%	27,962 SH	Increased+7,837 SH
MICROSOFT CORP	COM	$3.9M	0.8%Prev: 1.0%	10,570 SH	Increased+1,450 SH
MORGAN STANLEY	COM NEW	$286K	0.1%Prev: 0.1%	1,738 SH	Increased+9 SH
NETFLIX INC	COM	$256K	0.1%	2,663 SH	New
NIKE INC	CL B	$1.4M	0.3%Prev: 0.2%	26,446 SH	Increased+12,363 SH
NUVEEN MUNICIPAL CREDIT INC	COM SH BEN INT	$133K	0.0%	10,951 SH	New
NVIDIA CORPORATION	COM	$1.8M	0.4%Prev: 0.3%	10,187 SH	Increased-74 SH
ORACLE CORP	COM	$218K	0.0%	1,479 SH	New
OWENS CORNING NEW	COM	$1.5M	0.3%Prev: 0.3%	13,818 SH	Increased+6,355 SH
PALANTIR TECHNOLOGIES INC	CL A	$525K	0.1%	3,590 SH	New
PEPSICO INC	COM	$462K	0.1%Prev: 0.4%	2,978 SH	Decreased-7,164 SH
PNC FINL SVCS GROUP INC	COM	$1.9M	0.4%Prev: 0.3%	9,286 SH	Increased+2,920 SH
PROCTER AND GAMBLE CO	COM	$228K	0.0%Prev: 0.1%	1,581 SH	Increased+287 SH
QUALCOMM INC	COM	$1.9M	0.4%Prev: 0.4%	14,526 SH	Increased+4,316 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$365K	0.1%Prev: 0.1%	14,526 SH	Increased
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$1.5M	0.3%Prev: 0.4%	49,035 SH	Increased-3,860 SH
SELECT SECTOR SPDR TR	TECHNOLOGY	$245K	0.0%Prev: 0.1%	1,840 SH	Decreased
SHOPIFY INC	CL A SUB VTG SHS	$600K	0.1%	5,059 SH	New
SMITH A O CORP	COM	$1.8M	0.4%Prev: 0.4%	27,677 SH	Increased+3,612 SH
SPDR GOLD TR	GOLD SHS	$237K	0.0%	551 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$1.3M	0.3%Prev: 0.3%	2,049 SH	Increased+92 SH
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$3.6M	0.7%Prev: 0.9%	5,880 SH	Increased-71 SH
SPDR SER TR	PORTFOLIO AGRGTE	$3.2M	0.6%Prev: 0.5%	126,247 SH	Increased+49,421 SH
SPDR SER TR	PORTFOLIO S&P400	$325K	0.1%Prev: 0.2%	5,495 SH	Decreased-5,616 SH
SPDR SER TR	PORTFOLIO S&P600	$325K	0.1%Prev: 0.2%	6,731 SH	Decreased-11,562 SH
SPDR SER TR	RUSSELL YIELD	$1.5M	0.3%Prev: 0.4%	12,784 SH	Increased+345 SH
SPDR SER TR	S&P DIVID ETF	$9.3M	1.9%Prev: 2.9%	63,587 SH	Decreased-12,974 SH
STELLAR BANCORP INC	COM	$562K	0.1%Prev: 0.1%	15,338 SH	Increased-662 SH
STRYKER CORPORATION	COM	$261K	0.1%Prev: 0.1%	793 SH	Decreased-263 SH
T ROWE PRICE ETF INC	PRICE BLUE CHIP	$636K	0.1%	14,387 SH	New
TARGET CORP	COM	$2.1M	0.4%Prev: 0.3%	17,100 SH	Increased+6,761 SH
UNITEDHEALTH GROUP INC	COM	$1.2M	0.2%Prev: 0.3%	4,502 SH	Decreased+2,132 SH
VALERO ENERGY CORP	COM	$494K	0.1%Prev: 0.1%	2,000 SH	Increased-474 SH
VANGUARD INDEX FDS	EXTEND MKT ETF	$1.1M	0.2%Prev: 0.3%	5,190 SH	Increased-139 SH
VANGUARD INDEX FDS	GROWTH ETF	$287K	0.1%	656 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$13.1M	2.6%Prev: 1.9%	21,988 SH	Increased+8,859 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$525K	0.1%Prev: 0.1%	2,418 SH	Decreased-449 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$26.0M	5.2%Prev: 6.4%	81,162 SH	Increased-2,293 SH
VANGUARD INDEX FDS	VALUE ETF	$744K	0.1%	3,793 SH	New
VANGUARD MUN BD FDS	TAX EXEMPT BD	$2.3M	0.5%Prev: 0.6%	46,481 SH	Increased+5,846 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$210K	0.0%	2,649 SH	New
VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$515K	0.1%Prev: 0.2%	4,696 SH	Decreased-4,119 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000IDX	$5.3M	1.1%Prev: 0.5%	18,119 SH	Increased+11,582 SH
VANGUARD SCOTTSDALE FDS	VNG RUS3000IDX	$471K	0.1%Prev: 0.1%	1,639 SH	Increased-18 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$246K	0.0%Prev: 0.1%	1,142 SH	Decreased-398 SH
VANGUARD STAR FDS	VG TL INTL STK F	$214K	0.0%	2,773 SH	New
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$32.5M	6.5%Prev: 3.4%	506,968 SH	Increased+263,216 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$2.7M	0.5%Prev: 0.6%	18,404 SH	Increased+1,064 SH
VANGUARD WHITEHALL FDS	INTL HIGH ETF	$8.4M	1.7%Prev: 1.0%	89,581 SH	Increased+41,391 SH
VERIZON COMMUNICATIONS INC	COM	$2.1M	0.4%Prev: 0.3%	42,663 SH	Increased+18,731 SH
VISA INC	COM CL A	$468K	0.1%Prev: 0.1%	1,547 SH	Decreased+70 SH
VISTRA CORP	COM	$247K	0.0%	1,643 SH	New
WALMART INC	COM	$1.0M	0.2%Prev: 0.2%	8,071 SH	Increased-483 SH
WEC ENERGY GROUP INC	COM	$1.5M	0.3%Prev: 0.2%	12,963 SH	Increased+6,142 SH
WILLIAMS COS INC	COM	$530K	0.1%Prev: 0.1%	7,284 SH	Increased-1,391 SH
WILLIAMS SONOMA INC	COM	$3.3M	0.7%Prev: 0.7%	18,252 SH	Increased+3,324 SH
WISDOMTREE TR	JAPN HEDGE EQT	$11.1M	2.2%	70,286 SH	New
WISDOMTREE TR	US HIGH DIVIDEND	$6.0M	1.2%Prev: 1.7%	54,777 SH	Decreased-7,481 SH
WISDOMTREE TR	US MIDCAP DIVID	$12.1M	2.4%Prev: 3.7%	231,191 SH	Decreased-36,464 SH
WISDOMTREE TR	US S CAP QTY DIV	$859K	0.2%Prev: 0.3%	16,225 SH	Decreased-3,200 SH
WISDOMTREE TR	US SMALLCAP FUND	$392K	0.1%Prev: 0.1%	6,749 SH	Increased-1,258 SH
ZOETIS INC	CL A	$1.5M	0.3%Prev: 0.3%	12,347 SH	Increased+5,699 SH

Sold (vs prior filing)

AMERICAN TOWER CORP NEW — $270K
CHENIERE ENERGY INC — $471K
CLOROX CO DEL — $1.4M
DOMINION ENERGY INC — $245K
DOUBLELINE YIELD OPPORTUNITI — $201K
FIRST TR EXCHANGE-TRADED FD — $895K
FIRST TR EXCHNG TRADED FD VI — $2.8M
FIRST TR EXCHNG TRADED FD VI — $2.1M
INVESCO EXCH TRD SLF IDX FD — $2.0M
ISHARES TR — $2.6M
ISHARES TR — $217K
SELECT SECTOR SPDR TR — $261K
SELECT SECTOR SPDR TR — $211K
SELECT SECTOR SPDR TR — $357K
SELECT SECTOR SPDR TR — $332K
TEXAS INSTRS INC — $1.5M
TRACTOR SUPPLY CO — $258K
UNITED PARCEL SERVICE INC — $1.0M
VANGUARD SCOTTSDALE FDS — $235K
WISDOMTREE TR — $206K
… and 1 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