Precedent Wealth Partners, LLC holds a diversified book of 207 stocks worth $601.4M as of Q2 2026 (disclosed Jul 21, 2026, a ~21-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.
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
Other tracked managers holding the same core names as Precedent Wealth Partners, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | 79 / 80 | $15.7B |
| ENVESTNET ASSET MANAGEMENT INC | 78 / 80 | $73.5B |
| OSAIC HOLDINGS, INC. | 78 / 80 | $13.0B |
| Kestra Advisory Services, LLC | 78 / 80 | $6.2B |
| MORGAN STANLEY | 77 / 80 | $375.6B |
| LPL Financial LLC | 77 / 80 | $61.0B |
| ROYAL BANK OF CANADA | 76 / 80 | $115.2B |
| UBS Group AG | 76 / 80 | $101.9B |
Ranked by the share of each fund's own book sitting in the names it shares with Precedent Wealth Partners, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
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 |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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.
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, filed up to 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. Price-derived performance is withheld until the price-source policy and freshness gate are green.