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Latest PRECEDENT WEALTH PARTNERS, LLC Stock Portfolio

$601Million | No. of Holdings #204

PRECEDENT WEALTH PARTNERS, LLC Performance

2026 Q2+7.73%
YTD+8.44%
2025+10.50%

About PRECEDENT WEALTH PARTNERS, LLC and 13F Hedge Fund Stock Holdings

On 2026-07-21, the fund reported it's updated stock portfolio. In the 13F Holdings report, PRECEDENT WEALTH PARTNERS, LLC reported an equity portfolio of $601.4 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of PRECEDENT WEALTH PARTNERS, LLC are VEA, VB, VB. The fund has invested 6.8% of it's portfolio in VANGUARD TAX-MANAGED FDS and 5.1% of portfolio in VANGUARD INDEX FDS. <br><br> The fund managers got completely rid off EXXON MOBIL CORP (XOM), HERSHEY CO (HSY) and COMCAST CORP NEW (CMCSA) stocks. They significantly reduced their stock positions in AMGEN INC (AMGN), T ROWE PRICE ETF INC (TAGG) and INVESCO EXCHANGE TRADED FD T (CSD). PRECEDENT WEALTH PARTNERS, LLC opened new stock positions in FIDELITY COVINGTON TRUST (FBCG), EXXON MOBIL CORP and DARDEN RESTAURANTS INC (DRI). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (IJR), VANGUARD INDEX FDS (VB) and ABBOTT LABS (ABT).
PRECEDENT WEALTH PARTNERS, LLC Equity Portfolio Value
Last Reported on: 21 Jul, 2026
$601Million
  as of Jul 21, 2026

PRECEDENT WEALTH PARTNERS, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that PRECEDENT WEALTH PARTNERS, LLC made a return of 7.73% in the last quarter. In trailing 12 months, it's portfolio return was 16.36%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
fidelity covington trust8,297,890
exxon mobil corp4,812,820
darden restaurants inc1,793,520
dominos pizza inc1,195,830
t-mobile us inc1,023,000
philip morris intl inc874,052
citigroup inc758,642
taiwan semiconductor manufac648,258
New stocks bought by PRECEDENT WEALTH PARTNERS, LLC

Additions

Ticker% Inc.
ishares tr1,088
vanguard index fds1,047
abbott labs760
berkshire hathaway inc del97.84
cisco sys inc90.12
procter and gamble co87.54
first tr exchange traded fd72.8
invesco exch trd slf idx fd65.63
Additions to existing portfolio by PRECEDENT WEALTH PARTNERS, LLC

Reductions

Ticker% Reduced
amgen inc-78.05
t rowe price etf inc-71.75
invesco exchange traded fd t-51.65
aflac inc-41.83
palantir technologies inc-30.22
first tr exchng traded fd vi-25.46
j p morgan exchange traded f-21.76
invesco exchange traded fd t-16.29
PRECEDENT WEALTH PARTNERS, LLC reduced stake in above stock

Sold off

Ticker$ Sold
comcast corp new-1,637,510
exxon mobil corp-5,925,740
nike inc-1,396,920
mdu res group inc-293,706
at&t inc-364,549
nuveen municipal credit inc-133,383
hershey co-2,007,370
ishares tr-226,295
PRECEDENT WEALTH PARTNERS, LLC got rid off the above stocks

Sector Distribution

PRECEDENT WEALTH PARTNERS, LLC has about 72% of it's holdings in Others sector.

  • Others
  • Technology
  • Industrials
  • Healthcare
  • Financial Services
  • Consumer Cyclical
  • Consumer Defensive
  • Energy
  • Communication Services
Sector%
Others72
Technology9
Industrials3.5
Healthcare3.3
Financial Services2.8
Consumer Cyclical2.6
Consumer Defensive2.5
Energy1.7
Communication Services1.3

Market Cap. Distribution

PRECEDENT WEALTH PARTNERS, LLC has about 27.8% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED72
MEGA-CAP16.4
LARGE-CAP11.4

Stocks belong to which Index?

About 26.1% of the stocks held by PRECEDENT WEALTH PARTNERS, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others73.6
S&P 50026.1
Top 5 Winners (%)%
AMD
advanced micro devices inc
162.6 %
AMAT
applied matls inc
104.9 %
LRCX
lam research corp
95.8 %
UNH
unitedhealth group inc
48.9 %
CAT
caterpillar inc
47.1 %
Top 5 Winners ($)$
LRCX
lam research corp
7.2 M
VB
vanguard index fds
4.0 M
VEA
vanguard tax-managed fds
3.9 M
AIRR
first tr exchange-traded fd
2.4 M
VB
vanguard index fds
2.3 M
Top 5 Losers (%)%
VB
vanguard index fds
-68.9 %
IJR
ishares tr
-56.9 %
INTU
intuit
-39.6 %
ACN
accenture plc ireland
-37.1 %
ZTS
zoetis inc
-36.6 %
Top 5 Losers ($)$
VB
vanguard index fds
-1.4 M
IJR
ishares tr
-1.4 M
CVX
chevron corp new
-0.7 M
ZTS
zoetis inc
-0.6 M
ACN
accenture plc ireland
-0.6 M

PRECEDENT WEALTH PARTNERS, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of PRECEDENT WEALTH PARTNERS, LLC

PRECEDENT WEALTH PARTNERS, LLC has 204 stocks in it's portfolio. About 31.6% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. LRCX was the most profitable stock for PRECEDENT WEALTH PARTNERS, LLC last quarter.

$601.38MTotal Value
218Positions
21 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of PRECEDENT WEALTH PARTNERS, LLC, last reported on 21 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
PRECEDENT WEALTH PARTNERS, LLC's holding in Ishares Tr over time
1%56,153
$6.04M
1%
increased 3.4 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
PRECEDENT WEALTH PARTNERS, LLC's holding in Ishares Tr over time
0.13%19,229
$796.7K
0.13%
increased 2.2 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
PRECEDENT WEALTH PARTNERS, LLC's holding in Ishares Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
AFLG
First Tr Exchng Traded Fd Vi

First Tr Exchng Traded Fd Vi

AFLG
PRECEDENT WEALTH PARTNERS, LLC's holding in First Tr Exchng Traded Fd Vi over time
0.92%122,246
$5.57M
0.92%
decreased 1.76 percentreduced
AFLG
First Tr Exchng Traded Fd Vi

First Tr Exchng Traded Fd Vi

AFLG
PRECEDENT WEALTH PARTNERS, LLC's holding in First Tr Exchng Traded Fd Vi over time
0.55%64,209
$3.30M
0.55%
decreased 3.71 percentreduced
AFLG
First Tr Exchng Traded Fd Vi

First Tr Exchng Traded Fd Vi

AFLG
PRECEDENT WEALTH PARTNERS, LLC's holding in First Tr Exchng Traded Fd Vi over time
0.34%40,701
$2.06M
0.34%
increased 1.27 percentadded
AFLG
First Tr Exchng Traded Fd Vi

First Tr Exchng Traded Fd Vi

AFLG
PRECEDENT WEALTH PARTNERS, LLC's holding in First Tr Exchng Traded Fd Vi over time
0.3%49,547
$1.81M
0.3%
decreased 3.74 percentreduced
AFLG
First Tr Exchng Traded Fd Vi

First Tr Exchng Traded Fd Vi

AFLG
PRECEDENT WEALTH PARTNERS, LLC's holding in First Tr Exchng Traded Fd Vi over time
0.12%14,814
$702.8K
0.12%
unchanged 0 percentunchanged
AFLG
First Tr Exchng Traded Fd Vi

First Tr Exchng Traded Fd Vi

AFLG
PRECEDENT WEALTH PARTNERS, LLC's holding in First Tr Exchng Traded Fd Vi over time
0.04%7,554
$253.8K
0.04%
new position
AGT
Ishares Tr

Ishares Tr

AGT
PRECEDENT WEALTH PARTNERS, LLC's holding in Ishares Tr over time
0.6%147,912
$3.58M
0.6%
increased 3.62 percentadded
AGZD
Wisdomtree Tr

Wisdomtree Tr

AGZD
PRECEDENT WEALTH PARTNERS, LLC's holding in Wisdomtree Tr over time
2.19%76,074
$13.20M
2.19%
increased 8.23 percentadded
AGZD
Wisdomtree Tr

Wisdomtree Tr

AGZD
PRECEDENT WEALTH PARTNERS, LLC's holding in Wisdomtree Tr over time
2.1%223,446
$12.63M
2.1%
decreased 3.35 percentreduced
AGZD
Wisdomtree Tr

Wisdomtree Tr

AGZD
PRECEDENT WEALTH PARTNERS, LLC's holding in Wisdomtree Tr over time
1.04%55,000
$6.25M
1.04%
increased 0.41 percentadded
AGZD
Wisdomtree Tr

Wisdomtree Tr

AGZD
PRECEDENT WEALTH PARTNERS, LLC's holding in Wisdomtree Tr over time
0.08%6,728
$456.1K
0.08%
decreased 0.31 percentreduced