Precedent Wealth Partners, LLC holds a diversified book of 207 stocks worth $601.4M as of Q2 2026 (disclosed Jul 21, 2026, a ~45-day 13F lag). This quarter they opened Fidelity FNDM SM Mid Cap ETF and trimmed Ishares Core S&P 500 ETF. Their largest long position is Vanguard Ftse Developed ETF at 7% of the equity book. Cloning the disclosed picks since 2024 would be +21% (+11.7%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2008666/holdings"
Use Arkolith to show PRECEDENT WEALTH PARTNERS, LLC's latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Precedent Wealth Partners, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
29% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $40.9M | 574.1K | 6.8% | ▲+13% Added · +67K sh | |
| 2 | Vanguard Index FDS TOTAL STK MKT | $30.6M | 82.7K | 5.1% | ▲+1.9% Added · +2K sh | |
| 3 | Vanguard Index FDS S&P 500 ETF SHS | $19.6M | 28.6K | 3.3% | ▲+30% Added · +7K sh | |
| 4 | First TR Exchange-Traded FD RBA INDL ETF | $14.8M | 111.3K | 2.5% | ▲+12% Added · +12K sh | |
| 5 | Ishares TR CORE S&P500 ETF | $14.8M | 19.8K | 2.5% | ▼−1.3% Reduced · −267 sh | |
| 6 | Lam Research Corp COM NEW | $14.8M | 34.1K | 2.5% | ▲+7.5% Added · +2K sh | |
| 7 | First TR Exchange-Traded FD SMID RISNG ETF | $14.4M | 333.5K | 2.4% | ▲+14% Added · +40K sh | |
| 8 | First TR Exchng Traded FD VI FT VEST US EQUIT | $13.6M | 403.7K | 2.3% | ▼−25% Reduced · −138K sh | |
| 9 | Wisdomtree TR JAPN HEDGE EQT | $13.2M | 76.1K | 2.2% | ▲+8.2% Added · +6K sh | |
| 10 | Ishares TR MSCI EAFE ETF | $13.1M | 126.3K | 2.2% | ▲+2.9% Added · +4K sh | |
| 11 | Wisdomtree TR US MIDCAP DIVID | $12.6M | 223.4K | 2.1% | ▼−3.4% Reduced · −8K sh | |
| 12 | Invesco Exchange Traded FD T S&P 500 TOP 50 | $10.6M | 173.4K | 1.8% | ▼−1.0% Reduced · −2K sh | |
| 13 | SPDR Ser TR S&P DIVID ETF | $9.6M | 63.4K | 1.6% | ▼−0.3% Reduced · −213 sh | |
| 14 | Ishares TR CORE S&P MCP ETF | $9.5M | 122.8K | 1.6% | ▼−2.8% Reduced · −4K sh | |
| 15 | Vanguard Whitehall FDS INTL HIGH ETF | $9.2M | 93.7K | 1.5% | ▲+4.6% Added · +4K sh | |
| 16 | Fidelity Covington Trust FUN SMA MID ETF | $8.3M | 217.2K | 1.4% | ▲New New position | |
| 17 | Broadcom Inc COM | $8.2M | 21.8K | 1.4% | ▲+14% Added · +3K sh | |
| 18 | Apple Inc COM | $7.8M | 26.8K | 1.3% | ▲+13% Added · +3K sh | |
| 19 | Vanguard Scottsdale FDS VNG RUS1000IDX | $7.4M | 21.8K | 1.2% | ▲+20% Added · +4K sh | |
| 20 | First TR Exchng Traded FD VI FT VEST LADDERED | $6.9M | 323.3K | 1.2% | ▼−3.6% Reduced · −12K sh | |
| 21 | Invesco Exchange Traded FD T S&P500 EQL WGT | $6.6M | 31.2K | 1.1% | ▼−1.7% Reduced · −545 sh | |
| 22 | Wisdomtree TR US HIGH DIVIDEND | $6.3M | 55.0K | 1.0% | ▲+0.4% Added · +223 sh | |
| 23 | Ishares TR NATIONAL MUN ETF | $6.0M | 56.2K | 1.0% | ▲+3.4% Added · +2K sh | |
| 24 | Invesco Exchange Traded FD T S&P MDCP QUALITY | $5.9M | 52.5K | 1.0% | ▼−52% Reduced · −56K sh | |
| 25 | First TR Exchng Traded FD VI FT VEST LADDERED | $5.9M | 198.9K | 1.0% | ▲+49% Added · +65K sh | |
| 26 | First TR Exchng Traded FD VI FT VEST US | $5.6M | 122.2K | 0.9% | ▼−1.8% Reduced · −2K sh | |
| 27 | Caterpillar Inc COM | $5.2M | 4.9K | 0.9% | ▲+9.4% Added · +420 sh | |
| 28 | Invesco Exchange Traded FD T FTSE RAFI 1000 | $5.2M | 95.9K | 0.9% | ▼−4.3% Reduced · −4K sh | |
| 29 | Microsoft Corp COM | $4.9M | 13.2K | 0.8% | ▲+25% Added · +3K sh | |
| 30 | JPMorgan Chase & Co COM | $4.9M | 14.9K | 0.8% | ▲+15% Added · +2K sh | |
| 31 | Exxon Mobil Corp COM | $4.8M | 35.2K | 0.8% | ▲New New position | |
| 32 | Williams Sonoma Inc COM | $4.7M | 20.3K | 0.8% | ▲+11% Added · +2K sh | |
| 33 | Invesco Exch TRD SLF Idx FD BULLETSHS 31 MUN | $4.5M | 216.0K | 0.8% | ▲+7.0% Added · +14K sh | |
| 34 | Invesco Exch TRD SLF Idx FD BULSHS 2027 MUNI | $4.5M | 190.1K | 0.7% | ▲+11% Added · +18K sh | |
| 35 | Invesco Exch TRD SLF Idx FD INVSC 30 MUNI BD | $4.4M | 199.7K | 0.7% | ▲+7.2% Added · +13K sh | |
| 36 | Invesco Exch TRD SLF Idx FD BULLETSHS 32 MUN | $4.4M | 173.2K | 0.7% | ▲+7.3% Added · +12K sh | |
| 37 | Ishares TR IBONDS DEC 29 | $4.2M | 183.5K | 0.7% | ▲+20% Added · +31K sh | |
| 38 | Ishares TR IBONDS DEC 2032 | $4.2M | 168.4K | 0.7% | ▲+22% Added · +31K sh | |
| 39 | Ishares TR IBONDS DEC 2031 | $4.2M | 203.5K | 0.7% | ▲+19% Added · +33K sh | |
| 40 | Ishares TR IBONDS DEC 2030 | $4.2M | 194.2K | 0.7% | ▲+20% Added · +32K sh | |
| 41 | Invesco Exch TRD SLF Idx FD BULSHS 2028 MUNI | $4.2M | 180.0K | 0.7% | ▲+7.1% Added · +12K sh | |
| 42 | SPDR S&P Midcap 400 ETF TR UTSER1 S&PDCRP | $4.1M | 5.9K | 0.7% | —Held | |
| 43 | Ishares TR IBDS DEC28 ETF | $4.1M | 163.5K | 0.7% | ▲+17% Added · +24K sh | |
| 44 | Invesco Exch TRD SLF Idx FD BULSHS 2029 MUNI | $4.1M | 179.0K | 0.7% | ▲+7.6% Added · +13K sh | |
| 45 | Ishares TR IBONDS 27 ETF | $4.1M | 169.4K | 0.7% | ▲+16% Added · +24K sh | |
| 46 | Abbvie Inc COM | $4.1M | 16.2K | 0.7% | ▲+32% Added · +4K sh | |
| 47 | Invesco Exch TRD SLF Idx FD INVESCO BULLETSH | $4.0M | 156.0K | 0.7% | ▲+7.8% Added · +11K sh | |
| 48 | Ishares TR IBONDS DEC 2033 | $3.9M | 151.3K | 0.6% | ▲+18% Added · +23K sh | |
| 49 | Johnson & Johnson COM | $3.9M | 15.3K | 0.6% | ▲+19% Added · +2K sh | |
| 50 | Ishares TR RUS 1000 ETF | $3.9M | 9.4K | 0.6% | ▼−1.9% Reduced · −187 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 21, 2026 | 207 | $601.4M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 14, 2026 | 166 | $499.6M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 7, 2026 | 171 | $476.8M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 14, 2025 | 168 | $454.1M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 21, 2025 | 171 | $408.2M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 17, 2025 | 155 | $360.2M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 21, 2025 | 148 | $306.5M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 17, 2024 | 142 | $303.2M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.