Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
PRECEDENT WEALTH PARTNERS, LLC (CIK 2008666) reported $499.6M across 166 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VEA ($32.5M, 6.50%), VTI ($26.0M, 5.21%), DECM ($17.7M, 3.54%), VOO ($13.1M, 2.63%), IVV ($13.1M, 2.62%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | $32.5M | 6.50% | 506,968 | Added |
| 2 | VTI | VANGUARD INDEX FDS | $26.0M | 5.21% | 81,162 | Trimmed |
| 3 | DECM | FIRST TR EXCHNG TRADED FD VI | $17.7M | 3.54% | 541,614 | Added |
| 4 | VOO | VANGUARD INDEX FDS | $13.1M | 2.63% | 21,988 | Added |
| 5 | IVV | ISHARES TR | $13.1M | 2.62% | 20,041 | Added |
| 6 | DON | WISDOMTREE TR | $12.1M | 2.43% | 231,191 | Trimmed |
| 7 | EFA | ISHARES TR | $11.9M | 2.39% | 122,767 | Added |
| 8 | SDVY | FIRST TR EXCHANGE-TRADED FD | $11.6M | 2.31% | 293,256 | Added |
| 9 | XMHQ | INVESCO EXCHANGE TRADED FD T | $11.2M | 2.25% | 108,561 | Added |
| 10 | DXJ | WISDOMTREE TR | $11.1M | 2.23% | 70,286 | Added |
| 11 | AIRR | FIRST TR EXCHANGE-TRADED FD | $11.0M | 2.20% | 99,086 | Added |
| 12 | XLG | INVESCO EXCHANGE TRADED FD T | $9.6M | 1.91% | 175,102 | Trimmed |
| 13 | SDY | SPDR SER TR | $9.3M | 1.86% | 63,587 | Trimmed |
| 14 | IJH | ISHARES TR | $8.5M | 1.71% | 126,376 | Added |
| 15 | VYMI | VANGUARD WHITEHALL FDS | $8.4M | 1.69% | 89,581 | Added |
| 16 | BUFH | FIRST TR EXCHNG TRADED FD VI | $7.0M | 1.40% | 335,452 | Added |
| 17 | LRCX | LAM RESEARCH CORP | $6.8M | 1.36% | 31,715 | Trimmed |
| 18 | RSP | INVESCO EXCHANGE TRADED FD T | $6.1M | 1.22% | 31,716 | Added |
| 19 | AAPL | APPLE INC | $6.0M | 1.21% | 23,773 | Added |
| 20 | DHS | WISDOMTREE TR | $6.0M | 1.20% | 54,777 | Trimmed |
| 21 | XOM | EXXON MOBIL CORP | $5.9M | 1.19% | 34,927 | Trimmed |
| 22 | AVGO | BROADCOM INC | $5.9M | 1.18% | 19,090 | Added |
| 23 | MUB | ISHARES TR | $5.8M | 1.15% | 54,305 | Added |
| 24 | VONE | VANGUARD SCOTTSDALE FDS | $5.3M | 1.07% | 18,119 | Added |
| 25 | DJAN | FIRST TR EXCHNG TRADED FD VI | $5.3M | 1.06% | 124,440 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31