Precedent Wealth Partners, LLC

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 17, 2025), Precedent Wealth Partners, LLC reported 155 stock positions worth $360.2 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 6.4% of the portfolio, followed by Wisdomtree US Midcap Dividen (DON, 3.7%) and Vanguard Ftse Developed ETF (VEA, 3.4%). Compared with Q4 2024, it opened 16 new positions, sold out of 9, added to 87 and reduced 39. The biggest buy was a new position in FT Vest U.S. Equity Deep Buf (DFEB) and the biggest sale an exit from FT Vest US Equity Deep Buffe (DMAY).

Most Recent 13F
Q2 2026
Location
HOUSTON, TX
CIK
0002008666
Portfolio Value
$360.2M (Q1 2025)
SEC Filing
0002008666-25-000002 ↗ filed Apr 17, 2025

Holdings Value

0$200.0M$400.0M$600.0M$800.0M Q1 2024: $232.7M Q1 2024 Q2 2024: $248.3M Q2 2024 Q3 2024: $303.2M Q3 2024 Q4 2024: $306.5M Q4 2024 Q1 2025: $360.2M $360.2M Q1 2025 Q2 2025: $408.2M Q2 2025 Q3 2025: $454.1M Q3 2025 Q4 2025: $476.8M Q4 2025 Q1 2026: $499.6M Q1 2026 Q2 2026: $601.0M Q2 2026

Holdings 155 stocks · $360.2M
VTI VG Morningstar TS MKT ETF-US 6.37% 83,455 $22.9M Add +2.7%
DON Wisdomtree US Midcap Dividen 3.68% 267,655 $13.3M Add +8.2%
VEA Vanguard Ftse Developed ETF 3.44% 243,752 $12.4M Add +7.4%
IVV iShares Core S&P 500 ETF 3.39% 21,747 $12.2M Add +4.7%
SDY SS SPDR S&P Dividend ETF 2.88% 76,561 $10.4M Add +18.1%
XLG Invesco S&P 500 Top 50 ETF 2.83% 221,824 $10.2M Add +31.9%
DFEB FT Vest U.S. Equity Deep Buf 2.77% 236,824 $10.0M New
EFA iShares MSCI Eafe ETF 2.72% 119,857 $9.8M Add +0.7%
IJH iShares Core S&P Midcap ETF 2.38% 146,764 $8.6M Reduce -15.0%
DJAN FT Vest U.S. Equity Deep Buf 2.08% 197,048 $7.5M New
DECM FT Vest US Eq Max Buf Dec 2.01% 237,102 $7.2M New
VOO Vanguard S&P 500 ETF 1.87% 13,129 $6.7M Add +28.6%
SDVY First Trust Smid Cap Rising 1.86% 200,256 $6.7M Add +68.8%
XMHQ Invesco S&P Midcap Qual ETF 1.86% 73,093 $6.7M Add +66.3%
DAUG FT Vest U.S. Equity Deep Buf 1.75% 162,700 $6.3M No change
DHS Wisdomtree US High Dividend 1.71% 62,258 $6.2M Add +5.2%
XOM Exxon Mobil Corp. 1.61% 48,773 $5.8M Add +120.8%
MUB iShares National Muni Bond E 1.59% 54,446 $5.7M Add +4.3%
AAPL Apple Inc. 1.34% 21,725 $4.8M Add +5.8%
RSP Invesco S&P 500 Equal Weight 1.31% 27,274 $4.7M Add +54.4%
IWB iShares Russell 1000 ETF 1.19% 13,934 $4.3M Add +6.6%
PRF Invesco Rafi US 1000 ETF 1.16% 103,817 $4.2M Reduce -0.2%
VYMI Vanguard Int High DVD YLD Inc. 0.99% 48,190 $3.6M Add +24.0%
MSFT Microsoft Corp. 0.95% 9,120 $3.4M Add +8.7%
AIRR First Trust Rba American Ind 0.88% 46,609 $3.2M Add +68.0%
MDY State Street SPDR S&P Midcap 0.88% 5,951 $3.2M Add +7.8%
AVGO Broadcom Inc. 0.84% 18,063 $3.0M Add +3.5%
BSMV Invesco Bulletshares 2031 MB 0.81% 141,395 $2.9M Add +90.5%
IBDX iShares Ibonds Dec 2032 TC 0.79% 113,865 $2.8M Reduce -10.9%
FEBM FT Vest US Eq Max Buf Feb 0.79% 99,543 $2.8M New
BSMU Invesco Bulletshares 2030 MB 0.78% 129,822 $2.8M Add +74.8%
IBDW iShares Ibonds Dec 2031 Corp. 0.77% 132,989 $2.8M Reduce -9.6%
BSMS Invesco Bulletshares 2028 MB 0.76% 118,665 $2.8M Add +58.4%
IBDT iShares Ibonds Dec 2028 ETF 0.76% 108,460 $2.7M Reduce -9.8%
IBDV iShares Ibonds Dec 2030 Corp. 0.76% 125,702 $2.7M Reduce -9.8%
IBDU iShares Ibonds Dec 2029 Term 0.76% 118,036 $2.7M Reduce -9.9%
IBDS Ishrs Ibnds Dec 27 Corp. ETF 0.76% 112,768 $2.7M Reduce -10.0%
BSMR Invesco Bulletshares 2027 MB 0.75% 115,196 $2.7M Add +58.9%
IBDR iShares Ibonds Dec 2026 Term 0.75% 111,983 $2.7M Reduce -9.9%
JPM JPMorgan Chase & Co. 0.74% 10,897 $2.7M Add +14.2%
IBDQ iShares Ibonds Dec 2025 Term 0.72% 102,498 $2.6M Reduce -11.7%
BSMW Invesco Bulletshares 2032 MB 0.71% 103,589 $2.5M Add +62.1%
BSMT Invesco Bulletshares 2029 MB 0.69% 109,355 $2.5M Add +49.9%
IWD iShares Russell 1000 Value E 0.69% 13,204 $2.5M Reduce -1.5%
JANM FT Vest US Eq Max Buf Jan 0.68% 80,124 $2.5M New
BSMQ Invesco Bulletshares 2026 MB 0.66% 101,039 $2.4M Add +47.1%
WSM Williams-Sonoma Inc. 0.66% 14,928 $2.4M Add +8.3%
VYM Vanguard High DVD Yield ETF 0.62% 17,340 $2.2M Add +47.9%
ABBV Abbvie Inc. 0.61% 10,444 $2.2M Add +13.3%
LRCX Lam Research Corp. 0.58% 28,757 $2.1M Add +12.1%
MARM Ftvestus Max Buff ETF March 0.57% 65,940 $2.1M New
BSMP Invesco Bulletshares 2025 MB 0.57% 83,529 $2.0M Add +26.0%
MCD McDonald's Corp. 0.57% 6,533 $2.0M Add +13.6%
VTEB Vanguard Tax-Exempt Bond ETF 0.56% 40,635 $2.0M Add +56.0%
KMI Kinder Morgan Inc. 0.55% 69,611 $2.0M Add +18.4%
SPAB SS SPDR P Agg Bond ETF 0.54% 76,826 $2.0M Reduce -9.3%
AMGN Amgen Inc. 0.54% 6,259 $2.0M Add +15.8%
ADP Automatic Data Processing 0.52% 6,088 $1.9M Add +21.5%
BUFD FT VST Lad Deep Buf ETF-Usdi 0.49% 71,163 $1.8M Add +2.6%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.47% 40,162 $1.7M Add +17.2%
CMI Cummins Inc. 0.46% 5,341 $1.7M Add +14.3%
VONE Vanguard Russell 1000 0.46% 6,537 $1.7M New
BLK BlackRock Inc. 0.46% 1,740 $1.6M Add +18.1%
ACN Accenture PLC Class A 0.46% 5,252 $1.6M Add +21.0%
MO Altria Group Inc. 0.45% 27,272 $1.6M Add +18.7%
COP Conocophillips 0.45% 15,396 $1.6M New
MET Metlife Inc. 0.45% 20,125 $1.6M Add +17.5%
KR Kroger Co. 0.45% 23,714 $1.6M Add +19.0%
JNJ Johnson & Johnson 0.44% 9,560 $1.6M Add +23.8%
AOS Smith (a.o.) Corp. 0.44% 24,065 $1.6M New
QCOM Qualcomm Inc. 0.44% 10,210 $1.6M Add +21.7%
PEP Pepsico Inc. 0.42% 10,142 $1.5M Add +22.1%
DUK Duke Energy Corp. 0.41% 12,243 $1.5M Add +22.1%
DVY iShares Select Dividend ETF 0.41% 11,108 $1.5M No change
LMT Lockheed Martin Corp. 0.41% 3,336 $1.5M Add +15.3%
SCHD Schwab US DVD Equity ETF 0.41% 52,895 $1.5M Add +130.8%
TXN Texas Instruments Inc. 0.41% 8,164 $1.5M Add +24.6%
CLX Clorox Company 0.39% 9,422 $1.4M Add +22.2%
ONEY SS SPDR R1000 Yield Foc ETF 0.38% 12,439 $1.4M Add +71.2%
MRK Merck & Co. Inc. 0.37% 14,880 $1.3M Add +27.6%
HD Home Depot Inc. 0.36% 3,565 $1.3M Add +20.2%
FDVV Fidelity High Dividend ETF 0.36% 26,220 $1.3M Add +145.9%
UNH Unitedhealth Group Inc. 0.34% 2,370 $1.2M Add +31.8%
KNG FT Vest S&P 500 DVD Arst TRG 0.32% 22,861 $1.2M Add +28.4%
BUFR FT Vest Lad Buffervetf-Usd I 0.32% 38,542 $1.1M Reduce -1.2%
APD Air Products & Chemicals Inc. 0.31% 3,817 $1.1M Add +25.9%
PNC PNC Financial Services Group 0.31% 6,366 $1.1M Add +26.2%
NVDA Nvidia Corp. 0.31% 10,261 $1.1M Add +2.2%
ITW Illinois Tool Works 0.30% 4,428 $1.1M Add +27.2%
SPY SS SPDR S&P 500 ETF Trust-US 0.30% 1,957 $1.1M No change
ZTS Zoetis Inc. 0.30% 6,648 $1.1M Add +33.6%
CMCSA Comcast Corp. Class A 0.30% 29,617 $1.1M Add +34.6%
VZ Verizon Communications Inc. 0.30% 23,932 $1.1M Add +51.6%
TGT Target Corp. 0.30% 10,339 $1.1M Add +29.2%
AMZN Amazon.com Inc. 0.30% 5,650 $1.1M Reduce -3.9%
OC Owens Corning 0.30% 7,463 $1.1M Add +27.4%
UPS United Parcel Service Class B 0.29% 9,487 $1.0M Add +43.2%
IDV iShares International Select 0.29% 33,191 $1.0M Reduce -34.2%
HSY The Hershey Co. 0.28% 5,926 $1.0M Add +41.7%
VXF Vanguard Extended Market ETF 0.25% 5,329 $918K No change
INTU Intuit Inc. 0.25% 1,486 $913K Add +54.3%
DGRS Wisdomtree U.S. Smallcap Qua 0.25% 19,425 $903K Reduce -16.8%
TDVI FT Vest Technology Dividend 0.25% 40,084 $895K Add +36.4%
NKE Nike Inc. Class B 0.25% 14,083 $894K Add +31.0%
VONG Vanguard Russell 1000 Growth 0.23% 8,815 $818K Add +9.4%
JPEM JPM Diversified Ret Em Equit filed as J P MORGAN EXCHANGE TRADED F 0.23% 15,423 $813K Reduce -6.5%
PEY Invesco High Yield Equity Di 0.22% 36,404 $782K Reduce -3.6%
WMT Walmart Inc. 0.21% 8,554 $751K Add +2.4%
SPSM SS SPDR P S&P 600 Small Cap 0.21% 18,293 $746K Reduce -35.3%
WEC WEC Energy Group Inc. 0.21% 6,821 $743K New
QQQ Invesco QQQ Trust Series 1 0.19% 1,493 $700K Add +41.1%
META Meta Platforms Inc. Class A 0.18% 1,123 $647K Add +8.7%
DDEC FT Vest U.S. Equity Deep Buf 0.18% 16,192 $634K No change
GOOGL Alphabet Inc. Class A 0.16% 3,817 $590K Reduce -13.6%
AXP American Express Co. 0.16% 2,117 $570K Add +2.6%
SPMD SS SPDR P S&P 400 Midcap ETF 0.16% 11,111 $569K Reduce -52.3%
CSCO Cisco Systems Inc. 0.15% 8,852 $546K Reduce -71.9%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.15% 2,867 $534K Reduce -22.1%
WMB Williams Cos Inc. 0.14% 8,675 $518K Reduce -2.3%
V Visa Inc. Class A 0.14% 1,477 $518K Add +14.3%
GOOG Alphabet Inc. Class C 0.13% 3,049 $476K Reduce -10.0%
LNG Cheniere Energy Inc. 0.13% 2,037 $471K Reduce -24.0%
COST Costco Wholesale Corp. 0.13% 478 $452K Add +10.1%
BRK.B Berkshire Hathaway Inc. Class B 0.12% 834 $444K Add +30.9%
STEL Stellar Bancorp Inc. 0.12% 16,000 $443K No change
CVX Chevron Corp. 0.12% 2,486 $416K Reduce -78.7%
VTHR Vanguard Russell 3000 0.11% 1,657 $409K Reduce -1.0%
SYK Stryker Corp. 0.11% 1,056 $393K Add +2.1%
EES Wisdomtree US Smallcap Fund 0.11% 8,007 $391K Reduce -14.3%
XLK SS Technology Select Sector 0.11% 1,840 $380K No change
ABT Abbott Laboratories 0.10% 2,708 $359K Add +0.5%
XLY SS Consumer Disc Select Sect 0.10% 1,809 $357K No change
BSSX Invesco Bulletshares 2033 MB 0.10% 14,045 $356K New
XLV SS Health Care Select Sector 0.09% 2,277 $332K No change
VLO Valero Energy Corp. 0.09% 2,474 $327K Reduce -2.2%
KNF Knife River Corp. 0.09% 3,543 $320K No change
SCHB Schwab US Broad Market ETF 0.09% 14,526 $313K Reduce -4.3%
VIG Vanguard Dividend Apprec ETF 0.08% 1,540 $299K Add +27.3%
MA Mastercard Inc. Class A 0.08% 526 $288K New
FIS Fidelity National Info Serv 0.08% 3,699 $276K Reduce -6.7%
AMT American Tower Corp. 0.08% 1,243 $270K Reduce -3.0%
XLF SS Financial Select Sector 0.07% 5,244 $261K No change
TSCO Tractor Supply Company 0.07% 4,676 $258K Reduce -4.7%
IWF iShares Russell 1000 Growth 0.07% 696 $251K Reduce -15.6%
D Dominion Energy Inc. 0.07% 4,363 $245K Reduce -60.7%
MDU Mdu Resources Group Inc. 0.07% 14,175 $240K No change
VCIT Vanguard Int-Term Corporate 0.07% 2,876 $235K New
PG The Procter & Gamble Co. 0.06% 1,294 $221K Add +0.8%
IWM iShares Russell 2000 ETF 0.06% 1,086 $217K New
XLI SS Industrial Select Sector 0.06% 1,612 $211K No change
LLY Eli Lilly & Co. 0.06% 255 $211K New
DEM Wisdomtree Emerging Markets 0.06% 4,896 $206K Reduce -71.7%
DLN Wisdomtree US Largecap Divid 0.06% 2,561 $203K Reduce -24.3%
MS Morgan Stanley 0.06% 1,729 $202K Reduce -6.7%
DLY Doubleline Yield Opport 0.06% 12,479 $201K New

Portfolio Sells Q4 2024 → Q1 2025
DMAY FT Vest US Equity Deep Buffe Sold out 0.00% −2.13
BIV Vanguard Intermediate-Term B Sold out 0.00% −1.47
IJH iShares Core S&P Midcap ETF Reduce -15.0% 2.38% −1.13
CSCO Cisco Systems Inc. Reduce -71.9% 0.15% −0.46
CVX Chevron Corp. Reduce -78.7% 0.12% −0.43
FEZ State Street SPDR Euro Stoxx Sold out 0.00% −0.33
SPMD SS SPDR P S&P 400 Midcap ETF Reduce -52.3% 0.16% −0.26
IBDX iShares Ibonds Dec 2032 TC Reduce -10.9% 0.79% −0.24
IBDQ iShares Ibonds Dec 2025 Term Reduce -11.7% 0.72% −0.23
IBDR iShares Ibonds Dec 2026 Term Reduce -9.9% 0.75% −0.22
IBDS Ishrs Ibnds Dec 27 Corp. ETF Reduce -10.0% 0.76% −0.22
IBDU iShares Ibonds Dec 2029 Term Reduce -9.9% 0.76% −0.22
IBDT iShares Ibonds Dec 2028 ETF Reduce -9.8% 0.76% −0.22
IBDV iShares Ibonds Dec 2030 Corp. Reduce -9.8% 0.76% −0.21
IBDW iShares Ibonds Dec 2031 Corp. Reduce -9.6% 0.77% −0.21
SPSM SS SPDR P S&P 600 Small Cap Reduce -35.3% 0.21% −0.21
PRF Invesco Rafi US 1000 ETF Reduce -0.2% 1.16% −0.20
DEM Wisdomtree Emerging Markets Reduce -71.7% 0.06% −0.17
IDV iShares International Select Reduce -34.2% 0.29% −0.16
SPAB SS SPDR P Agg Bond ETF Reduce -9.3% 0.54% −0.15
DGRS Wisdomtree U.S. Smallcap Qua Reduce -16.8% 0.25% −0.14
VUG Vanguard Mrngstar GR ETF-Sui Sold out 0.00% −0.13
IBTX Independent Bank Group Inc. Sold out 0.00% −0.13
D Dominion Energy Inc. Reduce -60.7% 0.07% −0.13
AMZN Amazon.com Inc. Reduce -3.9% 0.30% −0.12
IWD iShares Russell 1000 Value E Reduce -1.5% 0.69% −0.12
GOOGL Alphabet Inc. Class A Reduce -13.6% 0.16% −0.11
VBR Vngrd Mrngst SL-CP Val ETF-U Reduce -22.1% 0.15% −0.09
GOOG Alphabet Inc. Class C Reduce -10.0% 0.13% −0.08
SCHG Schwab US Large-Cap Growth Sold out 0.00% −0.07
FBND Fidelity Total Bond ETF Sold out 0.00% −0.07
BUFR FT Vest Lad Buffervetf-Usd I Reduce -1.2% 0.32% −0.07
ORCL Oracle Corp. Sold out 0.00% −0.07
LNG Cheniere Energy Inc. Reduce -24.0% 0.13% −0.06
EES Wisdomtree US Smallcap Fund Reduce -14.3% 0.11% −0.06
JPEM JPM Diversified Ret Em Equit Reduce -6.5% 0.23% −0.05
PEY Invesco High Yield Equity Di Reduce -3.6% 0.22% −0.04
DSL Doubleline Income Solutions Sold out 0.00% −0.04
IWF iShares Russell 1000 Growth Reduce -15.6% 0.07% −0.04
DLN Wisdomtree US Largecap Divid Reduce -24.3% 0.06% −0.03
VTHR Vanguard Russell 3000 Reduce -1.0% 0.11% −0.03
FIS Fidelity National Info Serv Reduce -6.7% 0.08% −0.03
SCHB Schwab US Broad Market ETF Reduce -4.3% 0.09% −0.03
MS Morgan Stanley Reduce -6.7% 0.06% −0.02
TSCO Tractor Supply Company Reduce -4.7% 0.07% −0.01
WMB Williams Cos Inc. Reduce -2.3% 0.14% −0.01
VLO Valero Energy Corp. Reduce -2.2% 0.09% −0.01
AMT American Tower Corp. Reduce -3.0% 0.08% −0.00

Portfolio Buys Q4 2024 → Q1 2025
DFEB FT Vest U.S. Equity Deep Buf New 2.77% +2.77
DJAN FT Vest U.S. Equity Deep Buf New 2.08% +2.08
DECM FT Vest US Eq Max Buf Dec New 2.01% +2.01
XOM Exxon Mobil Corp. Add +120.8% 1.61% +0.83
FEBM FT Vest US Eq Max Buf Feb New 0.79% +0.79
JANM FT Vest US Eq Max Buf Jan New 0.68% +0.68
MARM Ftvestus Max Buff ETF March New 0.57% +0.57
SDVY First Trust Smid Cap Rising Add +68.8% 1.86% +0.47
VONE Vanguard Russell 1000 New 0.46% +0.46
COP Conocophillips New 0.45% +0.45
XMHQ Invesco S&P Midcap Qual ETF Add +66.3% 1.86% +0.44
AOS Smith (a.o.) Corp. New 0.44% +0.44
BSMV Invesco Bulletshares 2031 MB Add +90.5% 0.81% +0.31
RSP Invesco S&P 500 Equal Weight Add +54.4% 1.31% +0.30
BSMU Invesco Bulletshares 2030 MB Add +74.8% 0.78% +0.25
WEC WEC Energy Group Inc. New 0.21% +0.21
SCHD Schwab US DVD Equity ETF Add +130.8% 0.41% +0.21
BSMR Invesco Bulletshares 2027 MB Add +58.9% 0.75% +0.20
BSMS Invesco Bulletshares 2028 MB Add +58.4% 0.76% +0.19
FDVV Fidelity High Dividend ETF Add +145.9% 0.36% +0.19
AIRR First Trust Rba American Ind Add +68.0% 0.88% +0.19
BSMW Invesco Bulletshares 2032 MB Add +62.1% 0.71% +0.18
BSMT Invesco Bulletshares 2029 MB Add +49.9% 0.69% +0.14
BSMQ Invesco Bulletshares 2026 MB Add +47.1% 0.66% +0.13
VTEB Vanguard Tax-Exempt Bond ETF Add +56.0% 0.56% +0.13
VYM Vanguard High DVD Yield ETF Add +47.9% 0.62% +0.13
VYMI Vanguard Int High DVD YLD Inc. Add +24.0% 0.99% +0.13
ONEY SS SPDR R1000 Yield Foc ETF Add +71.2% 0.38% +0.12
BSSX Invesco Bulletshares 2033 MB New 0.10% +0.10
VZ Verizon Communications Inc. Add +51.6% 0.30% +0.10
XLG Invesco S&P 500 Top 50 ETF Add +31.9% 2.83% +0.09
SDY SS SPDR S&P Dividend ETF Add +18.1% 2.88% +0.09
AMGN Amgen Inc. Add +15.8% 0.54% +0.08
MA Mastercard Inc. Class A New 0.08% +0.08
VOO Vanguard S&P 500 ETF Add +28.6% 1.87% +0.08
JNJ Johnson & Johnson Add +23.8% 0.44% +0.08
ABBV Abbvie Inc. Add +13.3% 0.61% +0.07
VCIT Vanguard Int-Term Corporate New 0.07% +0.07
MO Altria Group Inc. Add +18.7% 0.45% +0.06
DUK Duke Energy Corp. Add +22.1% 0.41% +0.06
IWM iShares Russell 2000 ETF New 0.06% +0.06
LLY Eli Lilly & Co. New 0.06% +0.06
DLY Doubleline Yield Opport New 0.06% +0.06
INTU Intuit Inc. Add +54.3% 0.25% +0.06
HSY The Hershey Co. Add +41.7% 0.28% +0.05
KR Kroger Co. Add +19.0% 0.45% +0.05
UNH Unitedhealth Group Inc. Add +31.8% 0.34% +0.05
ZTS Zoetis Inc. Add +33.6% 0.30% +0.04
ADP Automatic Data Processing Add +21.5% 0.52% +0.04
BSMP Invesco Bulletshares 2025 MB Add +26.0% 0.57% +0.04

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 206$601.0MVEA, VTI, VOO, AIRR, IVV
Q1 2026 166$499.6MVEA, VTI, DECM, VOO, IVV
Q4 2025 171$476.8MVEA, VTI, VOO, DON, IVV
Q3 2025 168$454.1MVTI, VEA, DON, IVV, XLG
Q2 2025 171$408.2MVTI, VEA, DON, IVV, DFEB
Q1 2025 155$360.2MVTI, DON, VEA, IVV, SDY
Q4 2024 148$306.5MVTI, DON, IVV, VEA, IJH
Q3 2024 142$303.2MVTI, DON, IJH, IVV, VEA
Q2 2024 134$248.3MVTI, IJH, DON, IVV, EFA
Q1 2024 133$232.7MVTI, IJH, DON, IVV, EFA