PRECEDENT WEALTH PARTNERS, LLC

HOUSTON, TX · CIK 2008666 · 13F filing filed 2026-07-21

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyHouston, TX

$601.4m reported value +20.4% vs Q1 2026

207positions

31.6%in top 10

52 new 114 added 35 reduced 11 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	574,081	$40.9m6.80%	6.80%	Added +67.1k	+67,113 13.2%
2	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	82,664	$30.6m5.09%	5.09%	Added +1.5k	+1,502 1.9%
3	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	28,604	$19.6m3.27%	3.27%	Added +6.6k	+6,616 30.1%
4	FIRST TR EXCHANGE TRADED FD RBA INDL ETF AIRR	AIRR	111,326	$14.8m2.47%	2.47%	Added +12.2k	+12,240 12.3%
5	ISHARES TR CORE S&P500 ETF IVV	IVV	19,774	$14.8m2.46%	2.46%	Reduced -267	-267 -1.3%
6	LAM RESEARCH CORP COM NEW LRCX	LRCX	34,102	$14.8m2.46%	2.46%	Added +2.4k	+2,387 7.5%
7	FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF SDVY	SDVY	333,482	$14.4m2.39%	2.39%	Added +40.2k	+40,226 13.7%
8	FIRST TR EXCHNG TRADED FD VI FT VEST US EQUIT DECM	DECM	403,734	$13.6m2.26%	2.26%	Reduced -137.9k	-137,880 -25.5%
9	WISDOMTREE TR JAPN HEDGE EQT DXJ	DXJ	76,074	$13.2m2.20%	2.20%	Added +5.8k	+5,788 8.2%
10	ISHARES TR MSCI EAFE ETF EFA	EFA	126,313	$13.1m2.18%	2.18%	Added +3.5k	+3,546 2.9%
11	WISDOMTREE TR US MIDCAP DIVID DON	DON	223,446	$12.6m2.10%	2.10%	Reduced -7.7k	-7,745 -3.4%
12	INVESCO EXCHANGE TRADED FD T S&P 500 TOP 50 XLG	XLG	173,358	$10.6m1.77%	1.77%	Reduced -1.7k	-1,744 -1.0%
13	SPDR SER TR S&P DIVID ETF SDY	SDY	63,374	$9.6m1.60%	1.60%	Reduced -213	-213 -0.3%
14	ISHARES TR CORE S&P MCP ETF IJH	IJH	122,813	$9.5m1.57%	1.57%	Reduced -3.6k	-3,563 -2.8%
15	VANGUARD WHITEHALL FDS INTL HIGH ETF VYMI	VYMI	93,732	$9.2m1.53%	1.53%	Added +4.2k	+4,151 4.6%
16	FIDELITY COVINGTON TRUST FUNDAMENTAL SMAL FFSM	FFSM	217,165	$8.3m1.38%	1.38%	New
17	BROADCOM INC COM AVGO	AVGO	21,776	$8.2m1.37%	1.37%	Added +2.7k	+2,686 14.1%
18	APPLE INC COM AAPL	AAPL	26,831	$7.8m1.29%	1.29%	Added +3.1k	+3,058 12.9%
19	VANGUARD SCOTTSDALE FDS VNG RUS1000IDX VONE	VONE	21,793	$7.4m1.23%	1.23%	Added +3.7k	+3,674 20.3%
20	FIRST TR EXCHNG TRADED FD VI FT LADDE MAX ETF BUFH	BUFH	323,253	$6.9m1.15%	1.15%	Reduced -12.2k	-12,199 -3.6%
21	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	31,171	$6.6m1.10%	1.10%	Reduced -545	-545 -1.7%
22	WISDOMTREE TR US HIGH DIVIDEND DHS	DHS	55,000	$6.3m1.04%	1.04%	Added +223	+223 0.4%
23	ISHARES TR NATIONAL MUN ETF MUB	MUB	56,153	$6.0m1.00%	1.00%	Added +1.8k	+1,848 3.4%
24	INVESCO EXCHANGE TRADED FD T S&P MDCP QUALITY XMHQ	XMHQ	52,484	$5.9m0.99%	0.99%	Reduced -56.1k	-56,077 -51.6%
25	FIRST TR EXCHNG TRADED FD VI FT VEST LADDERED BUFD	BUFD	198,909	$5.9m0.98%	0.98%	Added +65.2k	+65,176 48.7%
26	FIRST TR EXCHNG TRADED FD VI FT VEST US DJAN	DJAN	122,246	$5.6m0.93%	0.93%	Reduced -2.2k	-2,194 -1.8%
27	CATERPILLAR INC COM CAT	CAT	4,871	$5.2m0.86%	0.86%	Added +420	+420 9.4%
28	INVESCO EXCHANGE TRADED FD T RAFI US 1000 ETF PRF	PRF	95,877	$5.2m0.86%	0.86%	Reduced -4.3k	-4,260 -4.2%
29	MICROSOFT CORP COM MSFT	MSFT	13,221	$4.9m0.82%	0.82%	Added +2.7k	+2,651 25.1%
30	JPMORGAN CHASE & CO COM JPM	JPM	14,921	$4.9m0.81%	0.81%	Added +2.0k	+1,988 15.4%
31	EXXONMOBIL HOLDINGS CORP COM SHS STOCK XOM	XOM	35,202	$4.8m0.80%	0.80%	New
32	WILLIAMS SONOMA INC COM WSM	WSM	20,270	$4.7m0.79%	0.79%	Added +2.0k	+2,018 11.1%
33	INVESCO EXCH TRD SLF IDX FD BULLETSHS 31 MUN BSMV	BSMV	216,030	$4.5m0.75%	0.75%	Added +14.0k	+14,039 7.0%
34	INVESCO EXCH TRD SLF IDX FD BULSHS 2027 MUNI BSMR	BSMR	190,052	$4.5m0.75%	0.75%	Added +18.1k	+18,141 10.6%
35	INVESCO EXCH TRD SLF IDX FD INVSC 30 MUNI BD BSMU	BSMU	199,682	$4.4m0.73%	0.73%	Added +13.4k	+13,387 7.2%
36	INVESCO EXCH TRD SLF IDX FD BULLETSHS 32 MUN BSMW	BSMW	173,161	$4.4m0.72%	0.72%	Added +11.8k	+11,806 7.3%
37	ISHARES TR IBONDS DEC 29 IBDU	IBDU	183,495	$4.2m0.71%	0.71%	Added +31.2k	+31,155 20.4%
38	ISHARES TR IBONDS DEC 2032 IBDX	IBDX	168,450	$4.2m0.71%	0.71%	Added +30.8k	+30,808 22.4%
39	ISHARES TR IBONDS DEC 2031 IBDW	IBDW	203,531	$4.2m0.71%	0.71%	Added +33.1k	+33,121 19.4%
40	ISHARES TR IBONDS DEC 2030 IBDV	IBDV	194,222	$4.2m0.70%	0.70%	Added +31.9k	+31,923 19.7%
41	INVESCO EXCH TRD SLF IDX FD BULSHS 2028 MUNI BSMS	BSMS	179,962	$4.2m0.70%	0.70%	Added +11.9k	+11,940 7.1%
42	SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP MDY	MDY	5,880	$4.1m0.69%	0.69%	Unchanged
43	ISHARES TR IBDS DEC28 ETF IBDT	IBDT	163,519	$4.1m0.69%	0.69%	Added +23.7k	+23,740 17.0%
44	INVESCO EXCH TRD SLF IDX FD BULSHS 2029 MUNI BSMT	BSMT	178,979	$4.1m0.69%	0.69%	Added +12.7k	+12,680 7.6%
45	ISHARES TR IBONDS 27 ETF IBDS	IBDS	169,417	$4.1m0.68%	0.68%	Added +23.8k	+23,789 16.3%
46	ABBVIE INC COM ABBV	ABBV	16,214	$4.1m0.68%	0.68%	Added +3.9k	+3,940 32.1%
47	INVESCO EXCH TRD SLF IDX FD INVESCO BULLETSH BSSX	BSSX	156,010	$4.0m0.67%	0.67%	Added +11.3k	+11,268 7.8%
48	ISHARES TR IBONDS DEC 2033 IBDY	IBDY	151,321	$3.9m0.65%	0.65%	Added +22.8k	+22,780 17.7%
49	JOHNSON & JOHNSON COM JNJ	JNJ	15,259	$3.9m0.64%	0.64%	Added +2.4k	+2,419 18.8%
50	ISHARES TR RUS 1000 ETF IWB	IWB	9,446	$3.9m0.64%	0.64%	Reduced -187	-187 -1.9%
51	ISHARES TR RUS 1000 VAL ETF IWD	IWD	15,417	$3.7m0.62%	0.62%	Added +2.2k	+2,239 17.0%
52	SPDR SER TR PORTFOLIO AGRGTE SPAB	SPAB	144,942	$3.7m0.62%	0.62%	Added +18.7k	+18,695 14.8%
53	ISHARES TR IBONDS DEC2026 IBDR	IBDR	147,912	$3.6m0.60%	0.60%	Added +5.2k	+5,174 3.6%
54	KINDER MORGAN INC DEL COM KMI	KMI	104,108	$3.3m0.55%	0.55%	Added +17.6k	+17,561 20.3%
55	FIRST TR EXCHNG TRADED FD VI FT VEST US EQT DNOV	DNOV	64,209	$3.3m0.55%	0.55%	Reduced -2.5k	-2,477 -3.7%
56	QUALCOMM INC COM QCOM	QCOM	16,797	$3.1m0.52%	0.52%	Added +2.3k	+2,271 15.6%
57	INVESCO EXCH TRD SLF IDX FD BULSHS 2026 MUNI BSMQ	BSMQ	127,638	$3.0m0.50%	0.50%	Added +2.3k	+2,325 1.9%
58	MERCK & CO INC COM MRK	MRK	23,322	$3.0m0.50%	0.50%	Added +572	+572 2.5%
59	BANK AMERICA CORP COM BAC	BAC	52,315	$3.0m0.50%	0.50%	Added +1.1k	+1,059 2.1%
60	CHEVRON CORP NEW COM CVX	CVX	17,878	$3.0m0.49%	0.49%	Added +2.4k	+2,391 15.4%
61	ISHARES TR EXPANDED TECH IGV	IGV	32,343	$2.9m0.49%	0.49%	Added +4.7k	+4,696 17.0%
62	ALTRIA GROUP INC COM MO	MO	39,421	$2.8m0.47%	0.47%	Added +3.1k	+3,090 8.5%
63	MCDONALDS CORP COM MCD	MCD	10,221	$2.8m0.46%	0.46%	Added +1.8k	+1,773 21.0%
64	ABBOTT LABS COM ABT	ABT	30,120	$2.7m0.45%	0.45%	Added +26.6k	+26,618 760.1%
65	DUKE ENERGY CORP NEW COM NEW DUK	DUK	21,328	$2.7m0.45%	0.45%	Added +4.4k	+4,405 26.0%
66	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	16,935	$2.7m0.45%	0.45%	Reduced -1.5k	-1,469 -8.0%
67	FIDELITY COVINGTON TRUST HIGH DIVID ETF FDVV	FDVV	44,275	$2.7m0.44%	0.44%	Added +2.5k	+2,517 6.0%
68	METLIFE INC COM MET	MET	30,907	$2.6m0.43%	0.43%	Added +2.9k	+2,945 10.5%
69	NVIDIA CORPORATION COM NVDA	NVDA	12,823	$2.6m0.43%	0.43%	Added +2.6k	+2,636 25.9%
70	TARGET CORP COM TGT	TGT	19,539	$2.6m0.42%	0.42%	Added +2.4k	+2,439 14.3%
71	VANGUARD MUN BD FDS TAX EXEMPT BD VTEB	VTEB	49,593	$2.5m0.42%	0.42%	Added +3.1k	+3,112 6.7%
72	INVESCO EXCHANGE TRADED FD T S&P500 EQL DIS RSPD	RSPD	44,502	$2.5m0.41%	0.41%	Reduced -108	-108 -0.2%
73	COCA COLA CO COM KO	KO	30,113	$2.4m0.41%	0.41%	Added +6.6k	+6,631 28.2%
74	LOCKHEED MARTIN CORP COM LMT	LMT	4,754	$2.4m0.40%	0.40%	Added +424	+424 9.8%
75	PNC FINL SVCS GROUP INC COM PNC	PNC	9,813	$2.4m0.40%	0.40%	Added +527	+527 5.7%
76	BLACKROCK INC COM BLK	BLK	2,472	$2.4m0.40%	0.40%	Added +216	+216 9.6%
77	OWENS CORNING NEW COM OC	OC	14,829	$2.4m0.39%	0.39%	Added +1.0k	+1,011 7.3%
78	VERIZON COMMUNICATIONS INC COM VZ	VZ	53,896	$2.3m0.38%	0.38%	Added +11.2k	+11,233 26.3%
79	HOME DEPOT INC COM HD	HD	6,464	$2.3m0.38%	0.38%	Added +716	+716 12.5%
80	FIRST TR EXCHANGE TRADED FD RISNG DIVD ACHIV RDVY	RDVY	27,097	$2.2m0.37%	0.37%	Added +11.4k	+11,416 72.8%
81	ILLINOIS TOOL WKS INC COM ITW	ITW	7,991	$2.2m0.36%	0.36%	Added +923	+923 13.1%
82	UNITEDHEALTH GROUP INC COM UNH	UNH	5,103	$2.1m0.35%	0.35%	Added +601	+601 13.3%
83	VANGUARD INDEX FDS EXTEND MKT ETF VXF	VXF	8,517	$2.1m0.35%	0.35%	Added +3.3k	+3,327 64.1%
84	DOLLAR GEN CORP NEW COM DG	DG	18,132	$2.1m0.35%	0.35%	Added +1.7k	+1,675 10.2%
85	AIR PRODS & CHEMS INC COM APD	APD	7,054	$2.1m0.34%	0.34%	Added +489	+489 7.5%
86	FIRST TR EXCHNG TRADED FD VI FT VEST US DFEB	DFEB	40,701	$2.1m0.34%	0.34%	Added +511	+511 1.3%
87	FIDELITY NATL INFORMATION SV COM FIS	FIS	52,031	$2.0m0.34%	0.34%	Added +174	+174 0.3%
88	FEDEX CORP COM FDX	FDX	6,342	$2.0m0.33%	0.33%	Added +534	+534 9.2%
89	AMAZON COM INC COM AMZN	AMZN	8,138	$1.9m0.32%	0.32%	Added +2.1k	+2,051 33.7%
90	AUTOMATIC DATA PROCESSING IN COM ADP	ADP	8,571	$1.9m0.32%	0.32%	Added +592	+592 7.4%
91	KROGER CO COM KR	KR	33,935	$1.9m0.31%	0.31%	Added +1.2k	+1,239 3.8%
92	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	59,391	$1.9m0.31%	0.31%	Added +10.4k	+10,356 21.1%
93	SMITH A O CORP COM AOS	AOS	29,628	$1.9m0.31%	0.31%	Added +2.0k	+1,951 7.0%
94	FIRST TR EXCHNG TRADED FD VI FT VEST LADDERED BUFR	BUFR	49,547	$1.8m0.30%	0.30%	Reduced -1.9k	-1,927 -3.7%
95	FIRST TR EXCHANGE-TRADED FD FT VEST S&P 500 KNG	KNG	35,807	$1.8m0.30%	0.30%	Added +1.9k	+1,931 5.7%
96	DARDEN RESTAURANTS INC COM DRI	DRI	8,706	$1.8m0.30%	0.30%	New
97	FIRST TR EXCHNG TRADED FD VI FT VEST U.S. DDEC	DDEC	36,876	$1.7m0.29%	0.29%	Unchanged
98	CISCO SYS INC COM CSCO	CSCO	14,867	$1.7m0.29%	0.29%	Added +7.0k	+7,047 90.1%
99	ALPHABET INC CAP STK CL A GOOGL	GOOGL	4,841	$1.7m0.29%	0.29%	Added +318	+318 7.0%
100	ALPHABET INC CAP STK CL C GOOG	GOOG	4,861	$1.7m0.29%	0.29%	Added +1.8k	+1,816 59.6%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
EXXON MOBIL CORP XOM	XOM	34,927	$5.9m34.9k shares
HERSHEY CO HSY	HSY	9,655	$2.0m9.7k shares
COMCAST CORP NEW CMCSA	CMCSA	57,036	$1.6m57.0k shares
NIKE INC NKE	NKE	26,446	$1.4m26.4k shares
VALERO ENERGY CORP VLO	VLO	2,000	$494.2k2.0k shares
EVERUS CONSTR GROUP ECG	ECG	3,543	$418.3k3.5k shares
AT&T INC T	T	12,575	$364.5k12.6k shares
MDU RES GROUP INC MDU	MDU	14,175	$293.7k14.2k shares
KNIFE RIVER CORP KNF	KNF	3,543	$289.3k3.5k shares
ISHARES TR IQLT	IQLT	4,895	$226.3k4.9k shares
NUVEEN MUNICIPAL CREDIT INC NZF	NZF	10,951	$133.4k11.0k shares

Stakes above 5%

Companies where this manager has reported owning more than 5% of a class of shares, on Schedule 13D (may seek influence) or 13G (passive): its latest filing for each, from 19 Dec 2024 on.

Company	Ticker	Stake	Change	Schedule	Last filed
FIRST TR EXCHNG TRADED FD VI DECM · 13G · filed 2026-07-02	DECM	28.3%≈ $13.6m	new	13G	2026-07-02
FIRST TR EXCHNG TRADED FD VI BUFH · 13G · filed 2026-07-02	BUFH	13.8%≈ $7.5m	new	13G	2026-07-02