Latest PRECEDENT WEALTH PARTNERS, LLC Stock Portfolio

PRECEDENT WEALTH PARTNERS, LLC Performance:

2026 Q1: 0.66%YTD: 0.66%2025: 10.5%

Performance for 2026 Q1 is 0.66%, and YTD is 0.66%, and 2025 is 10.5%.

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

On 2026-04-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, PRECEDENT WEALTH PARTNERS, LLC reported an equity portfolio of $499.6 Millions as of 31 Mar, 2026.

The top stock holdings of PRECEDENT WEALTH PARTNERS, LLC are VEA, VB, BUFD. The fund has invested 6.5% of it's portfolio in VANGUARD TAX-MANAGED FDS and 5.2% of portfolio in VANGUARD INDEX FDS.

The fund managers got completely rid off FIRST TR EXCHNG TRADED FD VI (AFLG), FIRST TR EXCHNG TRADED FD VI (BUFD) and TEXAS INSTRS INC (TXN) stocks. They significantly reduced their stock positions in FIRST TR EXCHNG TRADED FD VI (BUFD), VANGUARD INDEX FDS (VB) and FIRST TR EXCHNG TRADED FD VI (AFLG). PRECEDENT WEALTH PARTNERS, LLC opened new stock positions in ISHARES TR (IJR), FIRST TR EXCHANGE TRADED FD (AIRR) and SHOPIFY INC (SHOP). The fund showed a lot of confidence in some stocks as they added substantially to FIRST TR EXCHNG TRADED FD VI, FIDELITY NATL INFORMATION SV (FIS) and FIRST TR EXCHNG TRADED FD VI (BUFD).

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

Our best estimate is that PRECEDENT WEALTH PARTNERS, LLC made a return of 0.66% in the last quarter. In trailing 12 months, it's portfolio return was 13.22%.

Performance
S&P 500

New Buys

Ticker	$ Bought
ishares tr	2,213,140
first tr exchange traded fd	1,070,700
shopify inc	600,098
aflac inc	426,223
at&t inc	364,549
ishares tr	226,295
vanguard scottsdale fds	210,051

New stocks bought by PRECEDENT WEALTH PARTNERS, LLC

Additions

Ticker	% Inc.
first tr exchng traded fd vi	2,390
fidelity natl information sv	1,507
first tr exchng traded fd vi	277
t rowe price etf inc	242
first tr exchng traded fd vi	81.89
invesco exchange traded fd t	50.01
fidelity covington trust	40.68
comcast corp new	39.38

Additions to existing portfolio by PRECEDENT WEALTH PARTNERS, LLC

Reductions

Ticker	% Reduced
first tr exchng traded fd vi	-89.73
vanguard index fds	-69.6
first tr exchng traded fd vi	-55.1
first tr exchng traded fd vi	-31.08
invesco exchange traded fd t	-30.19
chevron corp new	-19.49
valero energy corp	-19.16
spdr ser tr	-17.81

PRECEDENT WEALTH PARTNERS, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
first tr exchng traded fd vi	-5,151,840
first tr exchng traded fd vi	-3,299,170
first tr exchng traded fd vi	-2,855,580
first tr exchange-traded fd	-1,663,240
first tr exchng traded fd vi	-1,015,500
plains all amern pipeline l	-396,000
texas instrs inc	-1,738,030
spinnaker etf series	-205,215

PRECEDENT WEALTH PARTNERS, LLC got rid off the above stocks

Sector Distribution

PRECEDENT WEALTH PARTNERS, LLC has about 73.6% of it's holdings in Others sector.

Sector	%
Others	73.6
Technology	7
Industrials	3.2
Energy	3.1
Healthcare	3
Consumer Defensive	3
Financial Services	2.5
Consumer Cyclical	2.1
Communication Services	1.1

Market Cap. Distribution

PRECEDENT WEALTH PARTNERS, LLC has about 26.2% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	73.6
MEGA-CAP	14.7
LARGE-CAP	11.5

Stocks belong to which Index?

About 25.3% of the stocks held by PRECEDENT WEALTH PARTNERS, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	74.5
S&P 500	25.3

Top 5 Winners (%)		%
VLO	valero energy corp	46.8 %
XOM	exxon mobil corp	40.4 %
COP	conocophillips	39.6 %
	everus constr group	38.0 %
EOG	eog res inc	32.5 %

Top 5 Winners ($)		$
XOM	exxon mobil corp	1.7 M
LRCX	lam research corp	1.4 M
AIRR	first tr exchange-traded fd	1.1 M
CVX	chevron corp new	0.9 M
AGZD	wisdomtree tr	0.9 M

Top 5 Losers (%)		%
INTU	intuit	-32.6 %
ACN	accenture plc ireland	-24.4 %
ORCL	oracle corp	-24.3 %
QCOM	qualcomm inc	-24.2 %
MSFT	microsoft corp	-23.3 %

Top 5 Losers ($)		$
MSFT	microsoft corp	-1.2 M
VB	vanguard index fds	-1.2 M
CSD	invesco exchange traded fd t	-0.9 M
AVGO	broadcom inc	-0.7 M
VB	vanguard index fds	-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 164 stocks in it's portfolio. About 32.1% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. XOM was the most profitable stock for PRECEDENT WEALTH PARTNERS, LLC last quarter.

Last Reported on: 14 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	1.21	23,773	6,033,390	added	1.33

AAXJ	ishares tr	1.15	54,305	5,764,480	added	10.91

AAXJ	ishares tr	0.16	18,815	800,803	reduced	-13.93

ABBV	abbvie inc	0.53	12,274	2,669,660	added	0.66

ABT	abbott labs	0.07	3,502	359,550	added	7.65

ACN	accenture plc ireland	0.32	8,168	1,619,680	added	20.63

ACWF	ishares tr	0.04	4,895	226,295	new

ADP	automatic data processing in	0.32	7,979	1,621,290	added	7.66

AFL	aflac inc	0.09	3,885	426,223	new

AFLG	first tr exchng traded fd vi	1.06	124,440	5,292,430	reduced	-31.08

AFLG	first tr exchng traded fd vi	0.64	66,686	3,194,620	added	1.58

AFLG	first tr exchng traded fd vi	0.38	40,190	1,903,800	reduced	-55.1

AFLG	first tr exchng traded fd vi	0.35	51,474	1,738,280	added	4.13

AFLG	first tr exchng traded fd vi	0.13	14,814	651,247	reduced	-10.6

AFLG	first tr exchng traded fd vi	0.00	0.00	0.00	sold off	-100

AFLG	first tr exchng traded fd vi	0.00	0.00	0.00	sold off	-100

AGT	ishares tr	0.69	142,738	3,459,990	added	3.00

AGZD	wisdomtree tr	2.43	231,191	12,146,800	reduced	-8.01

AGZD	wisdomtree tr	2.23	70,286	11,146,000	added	22.98

AGZD	wisdomtree tr	1.20	54,777	5,982,830	reduced	-7.17