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PRECEDENT WEALTH PARTNERS, LLC
Period ended Sep 30, 2026 · Latest filing Oct 21, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $650,964,494
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- VANGUARD TAX-MANAGED FDS · VAN FTSE DEV MKT · 921943858 · shares: $44,999,935
- VANGUARD INDEX FDS · MRNGSTR TTL STK · 922908769 · shares: $33,174,041
- VANGUARD INDEX FDS · S&P 500 ETF SHS · 922908363 · shares: $24,889,837
- FIRST TR EXCHANGE TRADED FD · SMID RISNG ETF · 33741X102 · shares: $16,211,974
- ISHARES TR · CORE S&P500 ETF · 464287200 · shares: $15,159,444
- WISDOMTREE TR · JAPN HEDGE EQT · 97717W851 · shares: $14,952,158
- FIRST TR EXCHANGE TRADED FD · RBA INDL ETF · 33738R704 · shares: $14,033,705
- ISHARES TR · MSCI EAFE ETF · 464287465 · shares: $13,865,305
- FIRST TR EXCHNG TRADED FD VI · VEST US EQUITY M · 33740U562 · shares: $13,426,952
- FIDELITY COVINGTON TRUST · FUN SMA MID ETF · 316092295 · shares: $12,818,434
Reported holdings
207 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| SPDR GOLD TR | GOLD SHS | 78463V107 | — | 547 shares | $208,319 |
| CHENIERE ENERGY INC | COM NEW | 16411R208 | — | 772 shares | $207,599 |
| FIRST TR EXCHNG TRADED FD VI | VEST US EQUITY M | 33740U612 | — | 5,972 shares | $206,476 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | — | 2,650 shares | $204,699 |
| ISHARES TR | CORE MSCI TOTAL | 46432F834 | — | 2,136 shares | $202,930 |
| HEICO CORP NEW | CL A | 422806208 | — | 883 shares | $201,615 |
| COMFORT SYS USA INC | COM | 199908104 | — | 122 shares | $201,577 |