Precedent Wealth Partners, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 14, 2026), Precedent Wealth Partners, LLC reported 166 stock positions worth $499.6 million. Its top holding was Vanguard Ftse Developed ETF (VEA) at 6.5% of the portfolio, followed by VG Morningstar TS MKT ETF-US (VTI, 5.2%) and FT Vest US Eq Max Buf Dec (DECM, 3.5%). Compared with Q4 2025, it opened 7 new positions, sold out of 12, added to 95 and reduced 51. The biggest buy was FT Vest US Eq Max Buf Dec (DECM, shares +82%) 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
- $499.6M (Q1 2026)
- SEC Filing
- 0002008666-26-000003 ↗ filed Apr 14, 2026
Holdings Value
Holdings 166 stocks · $499.6M
| VEA Vanguard Ftse Developed ETF | 6.50% | 506,968 | $32.5M | Add +11.3% |
| VTI VG Morningstar TS MKT ETF-US | 5.21% | 81,162 | $26.0M | Reduce 0.0% |
| DECM FT Vest US Eq Max Buf Dec | 3.54% | 541,614 | $17.7M | Add +81.9% |
| VOO Vanguard S&P 500 ETF | 2.63% | 21,988 | $13.1M | Add +5.8% |
| IVV iShares Core S&P 500 ETF | 2.62% | 20,041 | $13.1M | Add +7.2% |
| DON Wisdomtree US Midcap Dividen | 2.43% | 231,191 | $12.1M | Reduce -8.0% |
| EFA iShares MSCI Eafe ETF | 2.39% | 122,767 | $11.9M | Add +1.7% |
| SDVY First Trust Smid Cap Rising | 2.31% | 293,256 | $11.6M | Add +13.8% |
| XMHQ Invesco S&P Midcap Qual ETF | 2.25% | 108,561 | $11.2M | Add +13.9% |
| DXJ Wisdomtree Japan Hedged Eq | 2.23% | 70,286 | $11.1M | Add +23.0% |
| AIRR First Trust Rba American Ind | 2.20% | 99,086 | $11.0M | Add +18.9% |
| XLG Invesco S&P 500 Top 50 ETF | 1.91% | 175,102 | $9.6M | Reduce -12.9% |
| SDY SS SPDR S&P Dividend ETF | 1.86% | 63,587 | $9.3M | Reduce -11.4% |
| IJH iShares Core S&P Midcap ETF | 1.71% | 126,376 | $8.5M | Add +0.8% |
| VYMI Vanguard Int High DVD YLD Inc. | 1.69% | 89,581 | $8.4M | Add +19.8% |
| BUFH FT Vest Laddered Maxbuf ETF | 1.40% | 335,452 | $7.0M | Add +2390.9% |
| LRCX Lam Research Corp. | 1.36% | 31,715 | $6.8M | Reduce -1.2% |
| RSP Invesco S&P 500 Equal Weight | 1.22% | 31,716 | $6.1M | Add +2.4% |
| AAPL Apple Inc. | 1.21% | 23,773 | $6.0M | Add +1.3% |
| DHS Wisdomtree US High Dividend | 1.20% | 54,777 | $6.0M | Reduce -7.2% |
| XOM Exxon Mobil Corp. | 1.19% | 34,927 | $5.9M | Reduce -2.6% |
| AVGO Broadcom Inc. | 1.18% | 19,090 | $5.9M | Add +0.5% |
| MUB iShares National Muni Bond E | 1.15% | 54,305 | $5.8M | Add +10.9% |
| VONE Vanguard Russell 1000 | 1.07% | 18,119 | $5.3M | Add +18.4% |
| DJAN FT Vest U.S. Equity Deep Buf | 1.06% | 124,440 | $5.3M | Reduce -31.1% |
| PRF Invesco Rafi US 1000 ETF | 0.95% | 100,137 | $4.8M | Add +9.9% |
| BSMV Invesco Bulletshares 2031 MB | 0.84% | 201,991 | $4.2M | Add +6.4% |
| BSMR Invesco Bulletshares 2027 MB | 0.81% | 171,911 | $4.1M | Add +8.9% |
| BSMU Invesco Bulletshares 2030 MB | 0.81% | 186,295 | $4.1M | Add +6.1% |
| BSMW Invesco Bulletshares 2032 MB | 0.80% | 161,355 | $4.0M | Add +7.8% |
| BSMS Invesco Bulletshares 2028 MB | 0.79% | 168,022 | $3.9M | Add +6.3% |
| MSFT Microsoft Corp. | 0.78% | 10,570 | $3.9M | Add +2.0% |
| BSMT Invesco Bulletshares 2029 MB | 0.77% | 166,299 | $3.8M | Add +8.4% |
| JPM JPMorgan Chase & Co. | 0.76% | 12,933 | $3.8M | Add +1.6% |
| BUFD FT VST Lad Deep Buf ETF-Usdi | 0.75% | 133,733 | $3.7M | Add +37.6% |
| BSSX Invesco Bulletshares 2033 MB | 0.74% | 144,742 | $3.7M | Add +7.2% |
| MDY State Street SPDR S&P Midcap | 0.73% | 5,880 | $3.6M | Reduce -0.1% |
| IBDW iShares Ibonds Dec 2031 Corp. | 0.71% | 170,410 | $3.6M | Add +4.1% |
| IBDV iShares Ibonds Dec 2030 Corp. | 0.71% | 162,299 | $3.6M | Add +4.2% |
| IBDU iShares Ibonds Dec 2029 Term | 0.71% | 152,340 | $3.5M | Add +4.1% |
| IBDT iShares Ibonds Dec 2028 ETF | 0.71% | 139,779 | $3.5M | Add +4.2% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.71% | 145,628 | $3.5M | Add +4.2% |
| IBDX iShares Ibonds Dec 2032 TC | 0.70% | 137,642 | $3.5M | Add +2.6% |
| IBDR iShares Ibonds Dec 2026 Term | 0.69% | 142,738 | $3.5M | Add +3.0% |
| IWB iShares Russell 1000 ETF | 0.69% | 9,633 | $3.4M | Reduce -3.3% |
| WSM Williams-Sonoma Inc. | 0.67% | 18,252 | $3.3M | Add +2.8% |
| IBDY iShares Ibonds Dec 2033 Corp. | 0.67% | 128,541 | $3.3M | Add +5.3% |
| SPAB SS SPDR P Agg Bond ETF | 0.65% | 126,247 | $3.2M | Add +9.7% |
| CVX Chevron Corp. | 0.64% | 15,487 | $3.2M | Reduce -19.5% |
| DNOV FT Vest US Equity Deep Buffe | 0.64% | 66,686 | $3.2M | Add +1.6% |
| CAT Caterpillar Inc. | 0.63% | 4,451 | $3.2M | Add +0.9% |
| JNJ Johnson & Johnson | 0.63% | 12,840 | $3.1M | Add +5.2% |
| BSMQ Invesco Bulletshares 2026 MB | 0.59% | 125,313 | $3.0M | Add +2.4% |
| KMI Kinder Morgan Inc. | 0.58% | 86,547 | $2.9M | Add +2.9% |
| AMGN Amgen Inc. | 0.57% | 8,146 | $2.9M | Add +2.6% |
| IWD iShares Russell 1000 Value E | 0.56% | 13,178 | $2.8M | Add +0.2% |
| MRK Merck & Co. Inc. | 0.55% | 22,750 | $2.7M | Add +3.5% |
| VYM Vanguard High DVD Yield ETF | 0.55% | 18,404 | $2.7M | Add +1.8% |
| ABBV Abbvie Inc. | 0.53% | 12,274 | $2.7M | Add +0.7% |
| MCD McDonald's Corp. | 0.53% | 8,448 | $2.6M | Add +4.9% |
| LMT Lockheed Martin Corp. | 0.52% | 4,330 | $2.6M | Add +2.4% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.50% | 51,256 | $2.5M | Add +2.3% |
| FIS Fidelity National Info Serv | 0.49% | 51,857 | $2.4M | Add +1507.5% |
| MO Altria Group Inc. | 0.48% | 36,331 | $2.4M | Add +5.5% |
| RSPD Invesco S&P 500 Equal Weight | 0.48% | 44,610 | $2.4M | Add +50.0% |
| KR Kroger Co. | 0.47% | 32,696 | $2.4M | Add +4.9% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.46% | 46,481 | $2.3M | Add +4.9% |
| FDVV Fidelity High Dividend ETF | 0.46% | 41,758 | $2.3M | Add +40.7% |
| DUK Duke Energy Corp. | 0.44% | 16,923 | $2.2M | Add +5.0% |
| IGV iShares Expanded Tech-Softwa | 0.44% | 27,647 | $2.2M | New |
| BLK BlackRock Inc. | 0.43% | 2,256 | $2.2M | Add +3.3% |
| VZ Verizon Communications Inc. | 0.43% | 42,663 | $2.1M | Add +37.5% |
| TGT Target Corp. | 0.41% | 17,100 | $2.1M | Add +23.2% |
| FDX FedEx Corp. | 0.41% | 5,808 | $2.1M | Add +5.1% |
| HSY The Hershey Co. | 0.40% | 9,655 | $2.0M | Add +5.4% |
| MET Metlife Inc. | 0.40% | 27,962 | $2.0M | Add +6.0% |
| DG Dollar General Corp. | 0.39% | 16,457 | $2.0M | Add +4.3% |
| PNC PNC Financial Services Group | 0.39% | 9,286 | $1.9M | Add +3.7% |
| APD Air Products & Chemicals Inc. | 0.38% | 6,565 | $1.9M | Add +24.8% |
| DFEB FT Vest U.S. Equity Deep Buf | 0.38% | 40,190 | $1.9M | Reduce -55.1% |
| HD Home Depot Inc. | 0.38% | 5,748 | $1.9M | Add +9.1% |
| QCOM Qualcomm Inc. | 0.37% | 14,526 | $1.9M | Add +5.4% |
| ITW Illinois Tool Works | 0.37% | 7,068 | $1.8M | Add +7.3% |
| AOS Smith (a.o.) Corp. | 0.37% | 27,677 | $1.8M | Add +4.4% |
| KO The Coca-Cola Co. | 0.36% | 23,482 | $1.8M | Add +9.1% |
| NVDA Nvidia Corp. | 0.36% | 10,187 | $1.8M | Reduce -3.0% |
| BUFR FT Vest Lad Buffervetf-Usd I | 0.35% | 51,474 | $1.7M | Add +4.1% |
| KNG FT Vest S&P 500 DVD Arst TRG | 0.33% | 33,876 | $1.7M | Add +25.2% |
| CMCSA Comcast Corp. Class A | 0.33% | 57,036 | $1.6M | Add +39.4% |
| DDEC FT Vest U.S. Equity Deep Buf | 0.33% | 36,876 | $1.6M | Add +277.9% |
| ADP Automatic Data Processing | 0.32% | 7,979 | $1.6M | Add +7.7% |
| ACN Accenture PLC Class A | 0.32% | 8,168 | $1.6M | Add +20.6% |
| DVY iShares Select Dividend ETF | 0.31% | 10,321 | $1.6M | Reduce -8.9% |
| ONEY SS SPDR R1000 Yield Foc ETF | 0.31% | 12,784 | $1.5M | Reduce -0.5% |
| SCHD Schwab US DVD Equity ETF | 0.30% | 49,035 | $1.5M | Reduce -1.8% |
| WEC WEC Energy Group Inc. | 0.30% | 12,963 | $1.5M | Add +11.6% |
| OC Owens Corning | 0.30% | 13,818 | $1.5M | Add +30.2% |
| ZTS Zoetis Inc. | 0.29% | 12,347 | $1.5M | Add +26.1% |
| NKE Nike Inc. Class B | 0.28% | 26,446 | $1.4M | Add +31.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.27% | 2,049 | $1.3M | Reduce -0.5% |
Portfolio Sells Q4 2025 → Q1 2026
| DMAY FT Vest US Equity Deep Buffe | Sold out | 0.00% | −1.08 |
| MARM Ftvestus Max Buff ETF March | Sold out | 0.00% | −0.69 |
| FEBM FT Vest US Eq Max Buf Feb | Sold out | 0.00% | −0.60 |
| XLG Invesco S&P 500 Top 50 ETF | Reduce -12.9% | 1.91% | −0.59 |
| DJAN FT Vest U.S. Equity Deep Buf | Reduce -31.1% | 1.06% | −0.58 |
| JANM FT Vest US Eq Max Buf Jan | Reduce -89.7% | 0.06% | −0.52 |
| DFEB FT Vest U.S. Equity Deep Buf | Reduce -55.1% | 0.38% | −0.51 |
| VTI VG Morningstar TS MKT ETF-US | Reduce 0.0% | 5.21% | −0.50 |
| TXN Texas Instruments Inc. | Sold out | 0.00% | −0.36 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -69.6% | 0.15% | −0.35 |
| TDVI FT Vest Technology Dividend | Sold out | 0.00% | −0.35 |
| DON Wisdomtree US Midcap Dividen | Reduce -8.0% | 2.43% | −0.29 |
| SDY SS SPDR S&P Dividend ETF | Reduce -11.4% | 1.86% | −0.24 |
| DMAR FT Vest US Equity Deep Buffe | Sold out | 0.00% | −0.21 |
| IWB iShares Russell 1000 ETF | Reduce -3.3% | 0.69% | −0.09 |
| PAA Plains All Amer Pipeline LP | Sold out | 0.00% | −0.08 |
| LNG Cheniere Energy Inc. | Sold out | 0.00% | −0.08 |
| DHS Wisdomtree US High Dividend | Reduce -7.2% | 1.20% | −0.06 |
| NVDA Nvidia Corp. | Reduce -3.0% | 0.36% | −0.06 |
| IEFA iShares Core MSCI Eafe ETF | Sold out | 0.00% | −0.05 |
| XLY SS Consumer Disc Select Sect | Sold out | 0.00% | −0.05 |
| META Meta Platforms Inc. Class A | Reduce -8.7% | 0.14% | −0.05 |
| AMZN Amazon.com Inc. | Reduce -1.6% | 0.25% | −0.05 |
| EUAD Select Stoxx Eur Aer DE ETF | Sold out | 0.00% | −0.04 |
| XLV SS Health Care Select Sector | Sold out | 0.00% | −0.04 |
| GOOGL Alphabet Inc. Class A | Reduce -1.4% | 0.26% | −0.04 |
| PLTR Palantir Technologies Inc. Class A | Reduce -4.5% | 0.11% | −0.04 |
| VONG Vanguard Russell 1000 Growth | Reduce -9.2% | 0.10% | −0.03 |
| PEY Invesco High Yield Equity Di | Reduce -30.2% | 0.07% | −0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.5% | 0.27% | −0.03 |
| V Visa Inc. Class A | Reduce -5.0% | 0.09% | −0.03 |
| GOOG Alphabet Inc. Class C | Reduce -0.1% | 0.17% | −0.03 |
| DSEP FT Vest U.S. Equity Deep Buf | Reduce -10.6% | 0.13% | −0.03 |
| DVY iShares Select Dividend ETF | Reduce -8.9% | 0.31% | −0.02 |
| IDV iShares International Select | Reduce -13.9% | 0.16% | −0.02 |
| VTHR Vanguard Russell 3000 | Reduce -9.9% | 0.09% | −0.02 |
| MDY State Street SPDR S&P Midcap | Reduce -0.1% | 0.73% | −0.02 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -11.8% | 0.06% | −0.02 |
| LLY Eli Lilly & Co. | Reduce -3.9% | 0.06% | −0.02 |
| SPSM SS SPDR P S&P 600 Small Cap | Reduce -17.8% | 0.07% | −0.02 |
| VXF Vanguard Extended Market ETF | Reduce -0.2% | 0.21% | −0.01 |
| VST Vistra Corp. | Reduce -11.5% | 0.05% | −0.01 |
| JPEM JPM Diversified Ret Em Equit | Reduce -14.2% | 0.06% | −0.01 |
| IWF iShares Russell 1000 Growth | Reduce -0.3% | 0.06% | −0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.5% | 0.09% | −0.01 |
| MAYM FT Vest US Eq Max Buf May | Reduce -7.7% | 0.07% | −0.01 |
| XLK SS Technology Select Sector | Reduce -4.3% | 0.05% | −0.01 |
| AMD Advanced Micro Devices | Reduce -0.4% | 0.08% | −0.01 |
| NFLX Netflix Inc. | Reduce -9.1% | 0.05% | −0.01 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -2.3% | 0.11% | −0.00 |
Portfolio Buys Q4 2025 → Q1 2026
| DECM FT Vest US Eq Max Buf Dec | Add +81.9% | 3.54% | +1.49 |
| BUFH FT Vest Laddered Maxbuf ETF | Add +2390.9% | 1.40% | +1.34 |
| VEA Vanguard Ftse Developed ETF | Add +11.3% | 6.50% | +0.53 |
| DXJ Wisdomtree Japan Hedged Eq | Add +23.0% | 2.23% | +0.50 |
| AIRR First Trust Rba American Ind | Add +18.9% | 2.20% | +0.48 |
| IGV iShares Expanded Tech-Softwa | New | 0.44% | +0.44 |
| FIS Fidelity National Info Serv | Add +1507.5% | 0.49% | +0.44 |
| VYMI Vanguard Int High DVD YLD Inc. | Add +19.8% | 1.69% | +0.28 |
| SDVY First Trust Smid Cap Rising | Add +13.8% | 2.31% | +0.24 |
| DDEC FT Vest U.S. Equity Deep Buf | Add +277.9% | 0.33% | +0.23 |
| RDVY First Trust Rising Dividend | New | 0.21% | +0.21 |
| XMHQ Invesco S&P Midcap Qual ETF | Add +13.9% | 2.25% | +0.20 |
| BUFD FT VST Lad Deep Buf ETF-Usdi | Add +37.6% | 0.75% | +0.17 |
| VZ Verizon Communications Inc. | Add +37.5% | 0.43% | +0.16 |
| TGT Target Corp. | Add +23.2% | 0.41% | +0.13 |
| RSPD Invesco S&P 500 Equal Weight | Add +50.0% | 0.48% | +0.12 |
| SHOP Shopify Inc. Class A | New | 0.12% | +0.12 |
| APD Air Products & Chemicals Inc. | Add +24.8% | 0.38% | +0.11 |
| FDVV Fidelity High Dividend ETF | Add +40.7% | 0.46% | +0.11 |
| CAT Caterpillar Inc. | Add +0.9% | 0.63% | +0.10 |
| JNJ Johnson & Johnson | Add +5.2% | 0.63% | +0.10 |
| EOG EOG Resources Inc. | Add +26.3% | 0.25% | +0.10 |
| KMI Kinder Morgan Inc. | Add +2.9% | 0.58% | +0.10 |
| LMT Lockheed Martin Corp. | Add +2.4% | 0.52% | +0.10 |
| AFL Aflac Inc. | New | 0.09% | +0.09 |
| TCHP T Rowe Price Blue Chip Growt | Add +242.1% | 0.13% | +0.08 |
| FDX FedEx Corp. | Add +5.1% | 0.41% | +0.08 |
| VONE Vanguard Russell 1000 | Add +18.4% | 1.07% | +0.08 |
| T AT&T Inc. | New | 0.07% | +0.07 |
| CMCSA Comcast Corp. Class A | Add +39.4% | 0.33% | +0.07 |
| KR Kroger Co. | Add +4.9% | 0.47% | +0.07 |
| MO Altria Group Inc. | Add +5.5% | 0.48% | +0.06 |
| MRK Merck & Co. Inc. | Add +3.5% | 0.55% | +0.06 |
| PRF Invesco Rafi US 1000 ETF | Add +9.9% | 0.95% | +0.06 |
| MUB iShares National Muni Bond E | Add +10.9% | 1.15% | +0.05 |
| HSY The Hershey Co. | Add +5.4% | 0.40% | +0.05 |
| KNG FT Vest S&P 500 DVD Arst TRG | Add +25.2% | 0.33% | +0.05 |
| OC Owens Corning | Add +30.2% | 0.30% | +0.05 |
| DUK Duke Energy Corp. | Add +5.0% | 0.44% | +0.05 |
| IQLT iShares MSCI International Q | New | 0.05% | +0.05 |
| WEC WEC Energy Group Inc. | Add +11.6% | 0.30% | +0.04 |
| VCSH Vanguard S/T Corp. Bond ETF | New | 0.04% | +0.04 |
| KO The Coca-Cola Co. | Add +9.1% | 0.36% | +0.04 |
| ZTS Zoetis Inc. | Add +26.1% | 0.29% | +0.03 |
| BSMR Invesco Bulletshares 2027 MB | Add +8.9% | 0.81% | +0.03 |
| AMGN Amgen Inc. | Add +2.6% | 0.57% | +0.03 |
| ITW Illinois Tool Works | Add +7.3% | 0.37% | +0.03 |
| SPAB SS SPDR P Agg Bond ETF | Add +9.7% | 0.65% | +0.03 |
| AMAT Applied Materials Inc. | Add +7.6% | 0.08% | +0.02 |
| BSMT Invesco Bulletshares 2029 MB | Add +8.4% | 0.77% | +0.02 |
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 |