PRECEDENT WEALTH PARTNERS, LLC Q4 2025 Filing

Filed January 7, 2026

Portfolio Value

$476.8B

Holdings

171

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (171 positions)

#	Stock	Shares	Value	% Portfolio
1	VEAVANGUARD TAX-MANAGED FDS	455,712	$28.5B	5.97%
2	VTIVANGUARD INDEX FDS	81,163	$27.2B	5.71%
3	VOOVANGUARD INDEX FDS	20,782	$13.0B	2.73%
4	DONWISDOMTREE TR	251,334	$13.0B	2.72%
5	IVVISHARES TR	18,693	$12.8B	2.69%
6	XLGINVESCO EXCHANGE TRADED FD T	201,085	$11.9B	2.50%
7	EFAISHARES TR	120,759	$11.6B	2.43%
8	SDYSPDR SER TR	71,737	$10.0B	2.09%
9	SDVYFIRST TR EXCHANGE-TRADED FD	257,587	$9.9B	2.07%
10	DECMFIRST TR EXCHNG TRADED FD VI	297,765	$9.8B	2.05%
11	XMHQINVESCO EXCHANGE TRADED FD T	95,278	$9.8B	2.05%
12	IJHISHARES TR	125,403	$8.3B	1.74%
13	DXJWISDOMTREE TR	57,151	$8.2B	1.73%
14	AIRRFIRST TR EXCHANGE-TRADED FD	83,322	$8.2B	1.72%
15	DJANFIRST TR EXCHNG TRADED FD VI	180,545	$7.8B	1.64%
16	VYMIVANGUARD WHITEHALL FDS	74,764	$6.7B	1.41%
17	AVGOBROADCOM INC	18,993	$6.6B	1.38%
18	AAPLAPPLE INC	23,460	$6.4B	1.34%
19	DHSWISDOMTREE TR	59,008	$6.0B	1.26%
20	RSPINVESCO EXCHANGE TRADED FD T	30,989	$5.9B	1.24%
21	LRCXLAM RESEARCH CORP	32,111	$5.5B	1.15%
22	MUBISHARES TR	48,965	$5.2B	1.10%
23	DMAYFIRST TR EXCHNG TRADED FD VI	113,880	$5.2B	1.08%
24	MSFTMICROSOFT CORP	10,358	$5.0B	1.05%
25	VONEVANGUARD SCOTTSDALE FDS	15,303	$4.7B	0.99%
26	XOMEXXON MOBIL CORP	35,878	$4.3B	0.91%
27	PRFINVESCO EXCHANGE TRADED FD T	91,133	$4.3B	0.90%
28	DFEBFIRST TR EXCHNG TRADED FD VI	89,516	$4.3B	0.90%
29	JPMJPMORGAN CHASE & CO	12,734	$4.1B	0.86%
30	BSMVINVESCO EXCH TRD SLF IDX FD	189,917	$4.0B	0.84%
31	BSMUINVESCO EXCH TRD SLF IDX FD	175,511	$3.9B	0.81%
32	BSMWINVESCO EXCH TRD SLF IDX FD	149,715	$3.8B	0.79%
33	BSMRINVESCO EXCH TRD SLF IDX FD	157,893	$3.7B	0.78%
34	IWBISHARES TR	9,966	$3.7B	0.78%
35	BSMYINVESCO EXCH TRD SLF IDX FD	158,066	$3.7B	0.78%
36	BSMTINVESCO EXCH TRD SLF IDX FD	153,447	$3.6B	0.74%
37	MDYSPDR S&P MIDCAP 400 ETF TR	5,886	$3.5B	0.74%
38	BSSXINVESCO EXCH TRD SLF IDX FD	135,042	$3.5B	0.73%
39	IBDWISHARES TR	163,647	$3.5B	0.73%
40	IBDVISHARES TR	155,786	$3.4B	0.72%
41	IBDXISHARES TR	134,202	$3.4B	0.72%
42	IBDUISHARES TR	146,292	$3.4B	0.72%
43	IBDTISHARES TR	134,140	$3.4B	0.72%
44	IBDSISHARES TR	139,784	$3.4B	0.71%
45	IBDRISHARES TR	138,583	$3.4B	0.70%
46	MARMFIRST TR EXCHNG TRADED FD VI	99,809	$3.3B	0.69%
47	DNOVFIRST TR EXCHNG TRADED FD VI	65,648	$3.2B	0.67%
48	IBDYISHARES TR	122,018	$3.2B	0.67%
49	WSMWILLIAMS SONOMA INC	17,763	$3.2B	0.67%
50	SPABSPDR SER TR	115,074	$3.0B	0.62%
51	CVXCHEVRON CORP NEW	19,237	$2.9B	0.61%
52	BSMQINVESCO EXCH TRD SLF IDX FD	122,388	$2.9B	0.61%
53	FEBMFIRST TR EXCHNG TRADED FD VI	94,006	$2.9B	0.60%
54	ABBVABBVIE INC	12,194	$2.8B	0.58%
55	IWDISHARES TR	13,149	$2.8B	0.58%
56	BACBANK AMERICA CORP	50,097	$2.8B	0.58%
57	BUFDFIRST TR EXCHNG TRADED FD VI	97,181	$2.7B	0.58%
58	JANMFIRST TR EXCHNG TRADED FD VI	82,562	$2.7B	0.57%
59	AMGNAMGEN INC	7,940	$2.6B	0.54%
60	VYMVANGUARD WHITEHALL FDS	18,085	$2.6B	0.54%
61	CATCATERPILLAR INC	4,412	$2.5B	0.53%
62	JNJJOHNSON & JOHNSON	12,211	$2.5B	0.53%
63	MCDMCDONALDS CORP	8,055	$2.5B	0.52%
64	VTVVANGUARD INDEX FDS	12,479	$2.4B	0.50%
65	QCOMQUALCOMM INC	13,784	$2.4B	0.49%
66	BLKBLACKROCK INC	2,183	$2.3B	0.49%
67	MRKMERCK & CO INC	21,975	$2.3B	0.49%
68	KMIKINDER MORGAN INC DEL	84,092	$2.3B	0.48%
69	VTEBVANGUARD MUN BD FDS	44,319	$2.2B	0.47%
70	DGDOLLAR GEN CORP NEW	15,772	$2.1B	0.44%
71	METMETLIFE INC	26,378	$2.1B	0.44%
72	LMTLOCKHEED MARTIN CORP	4,228	$2.0B	0.43%
73	MOALTRIA GROUP INC	34,434	$2.0B	0.42%
74	NVDANVIDIA CORPORATION	10,507	$2.0B	0.41%
75	KRKROGER CO	31,178	$1.9B	0.41%
76	ADPAUTOMATIC DATA PROCESSING IN	7,411	$1.9B	0.40%
77	DUKDUKE ENERGY CORP NEW	16,119	$1.9B	0.40%
78	PNCPNC FINL SVCS GROUP INC	8,955	$1.9B	0.39%
79	ACNACCENTURE PLC IRELAND	6,771	$1.8B	0.38%
80	HDHOME DEPOT INC	5,268	$1.8B	0.38%
81	AOSSMITH A O CORP	26,510	$1.8B	0.37%
82	TXNTEXAS INSTRS INC	10,018	$1.7B	0.36%
83	RSPDINVESCO EXCHANGE TRADED FD T	29,739	$1.7B	0.36%
84	BUFRFIRST TR EXCHNG TRADED FD VI	49,433	$1.7B	0.36%
85	FDVVFIDELITY COVINGTON TRUST	29,682	$1.7B	0.35%
86	HSYHERSHEY CO	9,157	$1.7B	0.35%
87	TDVIFIRST TR EXCHANGE-TRADED FD	59,958	$1.7B	0.35%
88	ITWILLINOIS TOOL WKS INC	6,588	$1.6B	0.34%
89	AQLTISHARES TR	11,324	$1.6B	0.34%
90	FDXFEDEX CORP	5,525	$1.6B	0.33%
91	INTUINTUIT	2,357	$1.6B	0.33%
92	KOCOCA COLA CO	21,534	$1.5B	0.32%
93	ONEYSPDR SER TR	12,847	$1.5B	0.31%
94	GOOGLALPHABET INC	4,587	$1.4B	0.30%
95	AMZNAMAZON COM INC	6,187	$1.4B	0.30%
96	SPYSPDR S&P 500 ETF TR	2,059	$1.4B	0.29%
97	SCHDSCHWAB STRATEGIC TR	49,925	$1.4B	0.29%
98	DYHTARGET CORP	13,875	$1.4B	0.28%
99	KNGFIRST TR EXCHANGE-TRADED FD	27,060	$1.3B	0.28%
100	APDAIR PRODS & CHEMS INC	5,259	$1.3B	0.27%

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