Precedent Wealth Partners, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 7, 2026), Precedent Wealth Partners, LLC reported 171 stock positions worth $476.8 million. Its top holding was Vanguard Ftse Developed ETF (VEA) at 6.0% of the portfolio, followed by VG Morningstar TS MKT ETF-US (VTI, 5.7%) and Vanguard S&P 500 ETF (VOO, 2.7%). Compared with Q3 2025, it opened 9 new positions, sold out of 6, added to 92 and reduced 50. The biggest buy was a new position in FT Vest US Equity Deep Buffe (DNOV) and the biggest sale FT Vest U.S. Equity Deep Buf (DFEB, shares −59%).
- Most Recent 13F
- Q2 2026
- Location
- HOUSTON, TX
- CIK
- 0002008666
- Portfolio Value
- $476.8M (Q4 2025)
- SEC Filing
- 0002008666-26-000001 ↗ filed Jan 7, 2026
Holdings Value
Holdings 171 stocks · $476.8M
| VEA Vanguard Ftse Developed ETF | 5.97% | 455,712 | $28.5M | Add +11.9% |
| VTI VG Morningstar TS MKT ETF-US | 5.71% | 81,163 | $27.2M | Reduce -0.4% |
| VOO Vanguard S&P 500 ETF | 2.73% | 20,782 | $13.0M | Add +12.3% |
| DON Wisdomtree US Midcap Dividen | 2.72% | 251,334 | $13.0M | Reduce -8.6% |
| IVV iShares Core S&P 500 ETF | 2.69% | 18,693 | $12.8M | Reduce -2.6% |
| XLG Invesco S&P 500 Top 50 ETF | 2.50% | 201,085 | $11.9M | Reduce -4.2% |
| EFA iShares MSCI Eafe ETF | 2.43% | 120,759 | $11.6M | No change |
| SDY SS SPDR S&P Dividend ETF | 2.09% | 71,737 | $10.0M | Reduce -8.8% |
| SDVY First Trust Smid Cap Rising | 2.07% | 257,587 | $9.9M | Add +5.3% |
| DECM FT Vest US Eq Max Buf Dec | 2.05% | 297,765 | $9.8M | Add +24.4% |
| XMHQ Invesco S&P Midcap Qual ETF | 2.05% | 95,278 | $9.8M | Add +5.7% |
| IJH iShares Core S&P Midcap ETF | 1.74% | 125,403 | $8.3M | Reduce -3.7% |
| DXJ Wisdomtree Japan Hedged Eq | 1.73% | 57,151 | $8.2M | Add +22.1% |
| AIRR First Trust Rba American Ind | 1.72% | 83,322 | $8.2M | Add +32.7% |
| DJAN FT Vest U.S. Equity Deep Buf | 1.64% | 180,545 | $7.8M | Reduce -16.2% |
| VYMI Vanguard Int High DVD YLD Inc. | 1.41% | 74,764 | $6.7M | Add +17.6% |
| AVGO Broadcom Inc. | 1.38% | 18,993 | $6.6M | Reduce -4.7% |
| AAPL Apple Inc. | 1.34% | 23,460 | $6.4M | Add +2.9% |
| DHS Wisdomtree US High Dividend | 1.26% | 59,008 | $6.0M | Reduce -1.6% |
| RSP Invesco S&P 500 Equal Weight | 1.25% | 30,989 | $5.9M | Reduce -18.0% |
| LRCX Lam Research Corp. | 1.15% | 32,111 | $5.5M | Reduce -4.6% |
| MUB iShares National Muni Bond E | 1.10% | 48,965 | $5.2M | Reduce -1.7% |
| DMAY FT Vest US Equity Deep Buffe | 1.08% | 113,880 | $5.2M | No change |
| MSFT Microsoft Corp. | 1.05% | 10,358 | $5.0M | Add +2.9% |
| VONE Vanguard Russell 1000 | 0.99% | 15,303 | $4.7M | Add +47.9% |
| XOM Exxon Mobil Corp. | 0.91% | 35,878 | $4.3M | Add +2.6% |
| PRF Invesco Rafi US 1000 ETF | 0.90% | 91,133 | $4.3M | Reduce -3.2% |
| DFEB FT Vest U.S. Equity Deep Buf | 0.90% | 89,516 | $4.3M | Reduce -59.4% |
| JPM JPMorgan Chase & Co. | 0.86% | 12,734 | $4.1M | Add +1.4% |
| BSMV Invesco Bulletshares 2031 MB | 0.84% | 189,917 | $4.0M | Add +6.6% |
| BSMU Invesco Bulletshares 2030 MB | 0.81% | 175,511 | $3.9M | Add +8.3% |
| BSMW Invesco Bulletshares 2032 MB | 0.79% | 149,715 | $3.8M | Add +9.6% |
| BSMR Invesco Bulletshares 2027 MB | 0.78% | 157,893 | $3.7M | Add +8.0% |
| IWB iShares Russell 1000 ETF | 0.78% | 9,966 | $3.7M | Reduce -12.1% |
| BSMS Invesco Bulletshares 2028 MB | 0.78% | 158,066 | $3.7M | Add +8.0% |
| BSMT Invesco Bulletshares 2029 MB | 0.74% | 153,447 | $3.6M | Add +10.0% |
| MDY State Street SPDR S&P Midcap | 0.74% | 5,886 | $3.6M | Reduce -1.1% |
| BSSX Invesco Bulletshares 2033 MB | 0.73% | 135,042 | $3.5M | Add +142.8% |
| IBDW iShares Ibonds Dec 2031 Corp. | 0.73% | 163,647 | $3.5M | Add +6.3% |
| IBDV iShares Ibonds Dec 2030 Corp. | 0.72% | 155,786 | $3.4M | Add +6.5% |
| IBDX iShares Ibonds Dec 2032 TC | 0.72% | 134,202 | $3.4M | Add +4.9% |
| IBDU iShares Ibonds Dec 2029 Term | 0.72% | 146,292 | $3.4M | Add +6.6% |
| IBDT iShares Ibonds Dec 2028 ETF | 0.72% | 134,140 | $3.4M | Add +6.7% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.71% | 139,784 | $3.4M | Add +6.8% |
| IBDR iShares Ibonds Dec 2026 Term | 0.70% | 138,583 | $3.4M | Add +6.6% |
| MARM Ftvestus Max Buff ETF March | 0.69% | 99,809 | $3.3M | Reduce -0.9% |
| DNOV FT Vest US Equity Deep Buffe | 0.67% | 65,648 | $3.2M | New |
| IBDY iShares Ibonds Dec 2033 Corp. | 0.67% | 122,018 | $3.2M | Add +306.2% |
| WSM Williams-Sonoma Inc. | 0.67% | 17,763 | $3.2M | Add +2.0% |
| SPAB SS SPDR P Agg Bond ETF | 0.62% | 115,074 | $3.0M | Add +18.8% |
| CVX Chevron Corp. | 0.61% | 19,237 | $2.9M | Add +0.3% |
| BSMQ Invesco Bulletshares 2026 MB | 0.61% | 122,388 | $2.9M | Reduce -4.9% |
| FEBM FT Vest US Eq Max Buf Feb | 0.60% | 94,006 | $2.9M | Reduce -1.3% |
| ABBV Abbvie Inc. | 0.58% | 12,194 | $2.8M | Add +3.8% |
| IWD iShares Russell 1000 Value E | 0.58% | 13,149 | $2.8M | Add +0.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.58% | 50,097 | $2.8M | Add +2.7% |
| BUFD FT VST Lad Deep Buf ETF-Usdi | 0.58% | 97,181 | $2.7M | Add +3.8% |
| JANM FT Vest US Eq Max Buf Jan | 0.57% | 82,562 | $2.7M | Reduce -0.2% |
| AMGN Amgen Inc. | 0.55% | 7,940 | $2.6M | Add +4.9% |
| VYM Vanguard High DVD Yield ETF | 0.54% | 18,085 | $2.6M | Add +0.1% |
| CAT Caterpillar Inc. | 0.53% | 4,412 | $2.5M | Reduce -1.3% |
| JNJ Johnson & Johnson | 0.53% | 12,211 | $2.5M | Add +3.2% |
| MCD McDonald's Corp. | 0.52% | 8,055 | $2.5M | Add +6.6% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.50% | 12,479 | $2.4M | New |
| QCOM Qualcomm Inc. | 0.49% | 13,784 | $2.4M | Add +5.5% |
| BLK BlackRock Inc. | 0.49% | 2,183 | $2.3M | Add +5.4% |
| MRK Merck & Co. Inc. | 0.49% | 21,975 | $2.3M | Add +9.7% |
| KMI Kinder Morgan Inc. | 0.48% | 84,092 | $2.3M | Add +4.0% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.47% | 44,319 | $2.2M | Reduce -5.3% |
| DG Dollar General Corp. | 0.44% | 15,772 | $2.1M | Add +8.7% |
| MET Metlife Inc. | 0.44% | 26,378 | $2.1M | Add +7.5% |
| LMT Lockheed Martin Corp. | 0.43% | 4,228 | $2.0M | Add +8.3% |
| MO Altria Group Inc. | 0.42% | 34,434 | $2.0M | Add +5.3% |
| NVDA Nvidia Corp. | 0.41% | 10,507 | $2.0M | Add +1.7% |
| KR Kroger Co. | 0.41% | 31,178 | $1.9M | Add +5.5% |
| ADP Automatic Data Processing | 0.40% | 7,411 | $1.9M | Add +1.8% |
| DUK Duke Energy Corp. | 0.40% | 16,119 | $1.9M | Add +8.1% |
| PNC PNC Financial Services Group | 0.39% | 8,955 | $1.9M | Add +5.4% |
| ACN Accenture PLC Class A | 0.38% | 6,771 | $1.8M | Add +0.7% |
| HD Home Depot Inc. | 0.38% | 5,268 | $1.8M | Add +8.8% |
| AOS Smith (a.o.) Corp. | 0.37% | 26,510 | $1.8M | Add +4.9% |
| TXN Texas Instruments Inc. | 0.36% | 10,018 | $1.7M | Reduce -5.0% |
| RSPD Invesco S&P 500 Equal Weight | 0.36% | 29,739 | $1.7M | New |
| BUFR FT Vest Lad Buffervetf-Usd I | 0.36% | 49,433 | $1.7M | Reduce -3.5% |
| FDVV Fidelity High Dividend ETF | 0.35% | 29,682 | $1.7M | Add +16.4% |
| HSY The Hershey Co. | 0.35% | 9,157 | $1.7M | Add +9.9% |
| TDVI FT Vest Technology Dividend | 0.35% | 59,958 | $1.7M | Add +7.4% |
| ITW Illinois Tool Works | 0.34% | 6,588 | $1.6M | Add +9.4% |
| DVY iShares Select Dividend ETF | 0.34% | 11,324 | $1.6M | Add +1.3% |
| FDX FedEx Corp. | 0.33% | 5,525 | $1.6M | Add +15.7% |
| INTU Intuit Inc. | 0.33% | 2,357 | $1.6M | Add +11.7% |
| KO The Coca-Cola Co. | 0.32% | 21,534 | $1.5M | Add +15.8% |
| ONEY SS SPDR R1000 Yield Foc ETF | 0.31% | 12,847 | $1.5M | Add +1.7% |
| GOOGL Alphabet Inc. Class A | 0.30% | 4,587 | $1.4M | Add +2.3% |
| AMZN Amazon.com Inc. | 0.30% | 6,187 | $1.4M | Reduce -2.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.29% | 2,059 | $1.4M | No change |
| SCHD Schwab US DVD Equity ETF | 0.29% | 49,925 | $1.4M | Add +1.3% |
| TGT Target Corp. | 0.28% | 13,875 | $1.4M | Reduce -4.4% |
| KNG FT Vest S&P 500 DVD Arst TRG | 0.28% | 27,060 | $1.3M | Reduce -4.2% |
| APD Air Products & Chemicals Inc. | 0.27% | 5,259 | $1.3M | Add +2.3% |
Portfolio Sells Q3 2025 → Q4 2025
| DFEB FT Vest U.S. Equity Deep Buf | Reduce -59.4% | 0.90% | −1.36 |
| IBDQ iShares Ibonds Dec 2025 Term | Sold out | 0.00% | −0.48 |
| DON Wisdomtree US Midcap Dividen | Reduce -8.6% | 2.72% | −0.45 |
| BSMP Invesco Bulletshares 2025 MB | Sold out | 0.00% | −0.38 |
| DJAN FT Vest U.S. Equity Deep Buf | Reduce -16.2% | 1.64% | −0.36 |
| RSP Invesco S&P 500 Equal Weight | Reduce -18.0% | 1.25% | −0.33 |
| SDY SS SPDR S&P Dividend ETF | Reduce -8.8% | 2.09% | −0.33 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.4% | 5.71% | −0.18 |
| XLG Invesco S&P 500 Top 50 ETF | Reduce -4.2% | 2.50% | −0.16 |
| IVV iShares Core S&P 500 ETF | Reduce -2.6% | 2.69% | −0.14 |
| IJH iShares Core S&P Midcap ETF | Reduce -3.7% | 1.74% | −0.14 |
| IWB iShares Russell 1000 ETF | Reduce -12.1% | 0.78% | −0.13 |
| DHS Wisdomtree US High Dividend | Reduce -1.6% | 1.26% | −0.07 |
| VONG Vanguard Russell 1000 Growth | Reduce -32.1% | 0.13% | −0.07 |
| AXON Axon Enterprise Inc. | Sold out | 0.00% | −0.07 |
| AVGO Broadcom Inc. | Reduce -4.7% | 1.38% | −0.07 |
| MUB iShares National Muni Bond E | Reduce -1.7% | 1.10% | −0.07 |
| BSMQ Invesco Bulletshares 2026 MB | Reduce -4.9% | 0.61% | −0.06 |
| TXN Texas Instruments Inc. | Reduce -5.0% | 0.36% | −0.06 |
| IDV iShares International Select | Reduce -26.9% | 0.18% | −0.06 |
| COP Conocophillips | Reduce -18.6% | 0.18% | −0.05 |
| TSCO Tractor Supply Company | Sold out | 0.00% | −0.05 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -5.3% | 0.47% | −0.05 |
| NKE Nike Inc. Class B | Reduce -2.2% | 0.27% | −0.05 |
| VZ Verizon Communications Inc. | Reduce -3.3% | 0.27% | −0.05 |
| AMT American Tower Corp. | Sold out | 0.00% | −0.05 |
| ORCL Oracle Corp. | Reduce -13.9% | 0.06% | −0.04 |
| PRF Invesco Rafi US 1000 ETF | Reduce -3.2% | 0.90% | −0.04 |
| MDY State Street SPDR S&P Midcap | Reduce -1.1% | 0.74% | −0.04 |
| MARM Ftvestus Max Buff ETF March | Reduce -0.9% | 0.69% | −0.03 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -13.4% | 0.16% | −0.03 |
| FEBM FT Vest US Eq Max Buf Feb | Reduce -1.3% | 0.60% | −0.03 |
| FSCO FS Credit Opportunities Corp. | Sold out | 0.00% | −0.03 |
| KNG FT Vest S&P 500 DVD Arst TRG | Reduce -4.2% | 0.28% | −0.03 |
| LNG Cheniere Energy Inc. | Reduce -6.0% | 0.08% | −0.03 |
| WMB Williams Cos Inc. | Reduce -10.8% | 0.10% | −0.02 |
| DGRS Wisdomtree U.S. Smallcap Qua | Reduce -6.9% | 0.17% | −0.02 |
| BUFR FT Vest Lad Buffervetf-Usd I | Reduce -3.5% | 0.36% | −0.02 |
| SPSM SS SPDR P S&P 600 Small Cap | Reduce -16.4% | 0.08% | −0.02 |
| JANM FT Vest US Eq Max Buf Jan | Reduce -0.2% | 0.57% | −0.02 |
| PEY Invesco High Yield Equity Di | Reduce -9.1% | 0.09% | −0.02 |
| EES Wisdomtree US Smallcap Fund | Reduce -10.0% | 0.08% | −0.01 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -5.3% | 0.11% | −0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -3.5% | 0.10% | −0.01 |
| AMZN Amazon.com Inc. | Reduce -2.9% | 0.30% | −0.01 |
| PG The Procter & Gamble Co. | Reduce -3.7% | 0.05% | −0.01 |
| STEL Stellar Bancorp Inc. | Reduce -4.1% | 0.10% | −0.01 |
| SYK Stryker Corp. | Reduce -1.6% | 0.06% | −0.01 |
| JPEM JPM Diversified Ret Em Equit | Reduce -3.7% | 0.07% | −0.00 |
| FIS Fidelity National Info Serv | Reduce -3.2% | 0.04% | −0.00 |
Portfolio Buys Q3 2025 → Q4 2025
| DNOV FT Vest US Equity Deep Buffe | New | 0.67% | +0.67 |
| VEA Vanguard Ftse Developed ETF | Add +11.9% | 5.97% | +0.60 |
| VTV Vanguard Mrngstr Val ETF-Aui | New | 0.50% | +0.50 |
| IBDY iShares Ibonds Dec 2033 Corp. | Add +306.2% | 0.67% | +0.50 |
| BSSX Invesco Bulletshares 2033 MB | Add +142.8% | 0.73% | +0.42 |
| DXJ Wisdomtree Japan Hedged Eq | Add +22.1% | 1.73% | +0.41 |
| AIRR First Trust Rba American Ind | Add +32.7% | 1.72% | +0.38 |
| RSPD Invesco S&P 500 Equal Weight | New | 0.36% | +0.36 |
| DECM FT Vest US Eq Max Buf Dec | Add +24.4% | 2.05% | +0.35 |
| VONE Vanguard Russell 1000 | Add +47.9% | 0.99% | +0.30 |
| VOO Vanguard S&P 500 ETF | Add +12.3% | 2.73% | +0.24 |
| VYMI Vanguard Int High DVD YLD Inc. | Add +17.6% | 1.41% | +0.23 |
| MRK Merck & Co. Inc. | Add +9.7% | 0.49% | +0.11 |
| DG Dollar General Corp. | Add +8.7% | 0.44% | +0.11 |
| FDX FedEx Corp. | Add +15.7% | 0.33% | +0.09 |
| PAA Plains All Amer Pipeline LP | New | 0.08% | +0.08 |
| AMGN Amgen Inc. | Add +4.9% | 0.55% | +0.07 |
| SPAB SS SPDR P Agg Bond ETF | Add +18.8% | 0.62% | +0.07 |
| GOOGL Alphabet Inc. Class A | Add +2.3% | 0.30% | +0.06 |
| BUFH FT Vest Laddered Maxbuf ETF | New | 0.06% | +0.06 |
| AAPL Apple Inc. | Add +2.9% | 1.34% | +0.06 |
| IEFA iShares Core MSCI Eafe ETF | New | 0.05% | +0.05 |
| EOG EOG Resources Inc. | Add +68.2% | 0.15% | +0.05 |
| JNJ Johnson & Johnson | Add +3.2% | 0.53% | +0.05 |
| GLD SPDR Gold Shares | New | 0.05% | +0.05 |
| KO The Coca-Cola Co. | Add +15.8% | 0.32% | +0.04 |
| TCHP T Rowe Price Blue Chip Growt | New | 0.04% | +0.04 |
| XLV SS Health Care Select Sector | New | 0.04% | +0.04 |
| UNH Unitedhealth Group Inc. | Add +30.4% | 0.26% | +0.04 |
| FDVV Fidelity High Dividend ETF | Add +16.4% | 0.35% | +0.04 |
| BSMW Invesco Bulletshares 2032 MB | Add +9.6% | 0.79% | +0.04 |
| XOM Exxon Mobil Corp. | Add +2.6% | 0.91% | +0.04 |
| BSMT Invesco Bulletshares 2029 MB | Add +10.0% | 0.74% | +0.04 |
| LLY Eli Lilly & Co. | Add +21.0% | 0.08% | +0.03 |
| BSMU Invesco Bulletshares 2030 MB | Add +8.3% | 0.81% | +0.03 |
| BSMS Invesco Bulletshares 2028 MB | Add +8.0% | 0.78% | +0.02 |
| BAC Bank of America Corp. | Add +2.7% | 0.58% | +0.02 |
| BSMR Invesco Bulletshares 2027 MB | Add +8.0% | 0.78% | +0.02 |
| SDVY First Trust Smid Cap Rising | Add +5.3% | 2.07% | +0.02 |
| AMD Advanced Micro Devices | Add +4.5% | 0.08% | +0.02 |
| BSMV Invesco Bulletshares 2031 MB | Add +6.6% | 0.84% | +0.02 |
| PNC PNC Financial Services Group | Add +5.4% | 0.39% | +0.02 |
| QCOM Qualcomm Inc. | Add +5.5% | 0.49% | +0.02 |
| ACN Accenture PLC Class A | Add +0.7% | 0.38% | +0.02 |
| BSMY Invesco Bulletshares 2034 MB | Add +17.8% | 0.11% | +0.01 |
| AXP American Express Co. | Add +1.6% | 0.16% | +0.01 |
| MCD McDonald's Corp. | Add +6.6% | 0.52% | +0.01 |
| INTU Intuit Inc. | Add +11.7% | 0.33% | +0.01 |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | Add +6.8% | 0.71% | +0.01 |
| CSCO Cisco Systems Inc. | Add +1.0% | 0.13% | +0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 206 | $601.0M | VEA, VTI, VOO, AIRR, IVV |
| Q1 2026 | 166 | $499.6M | VEA, VTI, DECM, VOO, IVV |
| Q4 2025 | 171 | $476.8M | VEA, VTI, VOO, DON, IVV |
| Q3 2025 | 168 | $454.1M | VTI, VEA, DON, IVV, XLG |
| Q2 2025 | 171 | $408.2M | VTI, VEA, DON, IVV, DFEB |
| Q1 2025 | 155 | $360.2M | VTI, DON, VEA, IVV, SDY |
| Q4 2024 | 148 | $306.5M | VTI, DON, IVV, VEA, IJH |
| Q3 2024 | 142 | $303.2M | VTI, DON, IJH, IVV, VEA |
| Q2 2024 | 134 | $248.3M | VTI, IJH, DON, IVV, EFA |
| Q1 2024 | 133 | $232.7M | VTI, IJH, DON, IVV, EFA |