Precedent Wealth Partners, LLC

13F filer · CIK 0002008666

Reported Jul 21, 2026

Net buyer this quarter

13F portfolio value$601MU.S. long equity reported on 13F

Positions11436 new · 10 closed

Net flow last quarter+$28.7MBuys minus sells

Top 10 positions weight10.6%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 21, 2026114 positions
LRCXLam Research Corp	$14.8M	2.46%	0.00%	+7.5%	Q4 2023
AVGOBroadcom Inc.	$8.23M	1.37%	0.00%	+14.1%	Q4 2023
AAPLApple Inc.	$7.76M	1.29%	0.00%	+12.9%	Q4 2023
CATCaterpillar Inc	$5.19M	0.86%	0.00%	+9.4%	Q2 2025
MSFTMicrosoft Corp	$4.93M	0.82%	0.00%	+25.1%	Q4 2023
JPMJPMorgan Chase & Co	$4.88M	0.81%	0.00%	+15.4%	Q4 2023
XOMExxonMobil Holdings Corp	$4.81M	0.80%	0.00%	+0.8%	Q4 2023
WSMWilliams Sonoma Inc	$4.72M	0.79%	0.02%	+11.1%	Q4 2023
MDYSPDR S&P Midcap 400 ETF Trust	$4.14M	0.69%	Not reported	Not reported	Q4 2023
ABBVAbbVie Inc.	$4.08M	0.68%	0.00%	+32.1%	Q4 2023
JNJJohnson & Johnson	$3.88M	0.64%	0.00%	+18.8%	Q4 2023
SPABASTROTECH Corp	$3.7M	0.62%	Not reported	+14.8%	Q4 2023
KMIKinder Morgan, Inc.	$3.33M	0.55%	0.00%	+20.3%	Q4 2023
QCOMQualcomm Inc	$3.1M	0.52%	0.00%	+15.6%	Q4 2023
MRKMerck & Co., Inc.	$3M	0.50%	0.00%	+2.5%	Q4 2023
BACBank of America Corp	$2.98M	0.50%	0.00%	+2.1%	Q4 2023
CVXChevron Corp	$2.96M	0.49%	0.00%	+15.4%	Q4 2023
MOAltria Group, Inc.	$2.84M	0.47%	0.00%	+8.5%	Q3 2024
MCDMcdonalds Corp	$2.76M	0.46%	0.00%	+21.0%	Q4 2023
ABTAbbott Laboratories	$2.73M	0.45%	0.00%	+760.1%	Q4 2023
DUKDuke Energy CORP	$2.7M	0.45%	0.00%	+26.0%	Q4 2023
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$2.68M	0.45%	Not reported	-8.0%	Q4 2023
METMetlife Inc	$2.62M	0.43%	0.00%	+10.5%	Q4 2023
NVDANvidia Corp	$2.57M	0.43%	0.00%	+25.9%	Q4 2023
TGTTarget Corp	$2.55M	0.42%	0.00%	+14.3%	Q4 2023
KOCoca Cola Co	$2.45M	0.41%	0.00%	+28.2%	Q2 2025
LMTLockheed Martin Corp	$2.42M	0.40%	0.00%	+9.8%	Q4 2023
PNCPNC Financial Services Group, Inc.	$2.42M	0.40%	0.00%	+5.7%	Q2 2024
BLKBlackRock, Inc.	$2.38M	0.40%	0.00%	+9.6%	Q4 2023
OCOwens Corning	$2.36M	0.39%	0.02%	+7.3%	Q4 2023
VZVerizon Communications Inc	$2.28M	0.38%	0.00%	+26.3%	Q4 2023
HDHome Depot, Inc.	$2.28M	0.38%	0.00%	+12.5%	Q4 2023
ITWIllinois Tool Works Inc	$2.16M	0.36%	0.00%	+13.1%	Q1 2024
UNHUnitedhealth Group Inc	$2.12M	0.35%	0.00%	+13.4%	Q3 2024
DGDollar General Corp	$2.09M	0.35%	0.01%	+10.2%	Q3 2025
APDAir Products & Chemicals, Inc.	$2.07M	0.34%	0.00%	+7.5%	Q4 2023
FISFidelity National Information Services, Inc.	$2.02M	0.34%	0.01%	+0.3%	Q4 2023
FDXFedex Corp	$1.99M	0.33%	0.00%	+9.2%	Q3 2025
AMZNAmazon Com Inc	$1.94M	0.32%	0.00%	+33.7%	Q4 2023
ADPAutomatic Data Processing Inc	$1.92M	0.32%	0.00%	+7.4%	Q1 2024
KRKroger Co	$1.88M	0.31%	0.01%	+3.8%	Q4 2023
AOSSmith A O Corp	$1.86M	0.31%	0.02%	+7.1%	Q1 2025
DRIDarden Restaurants Inc	$1.79M	0.30%	0.01%	New	Q2 2026
CSCOCisco Systems, Inc.	$1.75M	0.29%	0.00%	+90.1%	Q4 2023
GOOGLAlphabet Inc.	$1.73M	0.29%	0.00%	+7.0%	Q4 2023
GOOGAlphabet Inc.	$1.72M	0.29%	Not reported	+59.6%	Q4 2023
SPYSPDR S&P 500 ETF Trust	$1.71M	0.28%	Not reported	+12.0%	Q4 2023
WECWec Energy Group, Inc.	$1.67M	0.28%	0.00%	+10.6%	Q1 2025
CMICummins Inc	$1.45M	0.24%	0.00%	+6.0%	Q4 2023
DPZDominos Pizza Inc	$1.2M	0.20%	0.01%	New	Q2 2026

Q1 2026Reported Apr 14, 202687 positions
LRCXLam Research Corp	$6.78M	1.36%	0.00%	-1.2%	Q4 2023
AAPLApple Inc.	$6.03M	1.21%	0.00%	+1.3%	Q4 2023
XOMExxonMobil Holdings Corp	$5.93M	1.19%	0.00%	-2.7%	Q4 2023
AVGOBroadcom Inc.	$5.91M	1.18%	0.00%	+0.5%	Q4 2023
MSFTMicrosoft Corp	$3.91M	0.78%	0.00%	+2.1%	Q4 2023
JPMJPMorgan Chase & Co	$3.8M	0.76%	0.00%	+1.6%	Q4 2023
MDYSPDR S&P Midcap 400 ETF Trust	$3.63M	0.73%	Not reported	-0.1%	Q4 2023
WSMWilliams Sonoma Inc	$3.33M	0.67%	0.02%	+2.8%	Q4 2023
SPABASTROTECH Corp	$3.23M	0.65%	Not reported	+9.7%	Q4 2023
CVXChevron Corp	$3.2M	0.64%	0.00%	-19.5%	Q4 2023
CATCaterpillar Inc	$3.15M	0.63%	0.00%	+0.9%	Q2 2025
JNJJohnson & Johnson	$3.14M	0.63%	0.00%	+5.2%	Q4 2023
KMIKinder Morgan, Inc.	$2.9M	0.58%	0.00%	+2.9%	Q4 2023
AMGNAmgen Inc	$2.87M	0.57%	0.00%	+2.6%	Q4 2023
MRKMerck & Co., Inc.	$2.74M	0.55%	0.00%	+3.5%	Q4 2023
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$2.73M	0.55%	Not reported	+1.8%	Q4 2023
ABBVAbbVie Inc.	$2.67M	0.53%	0.00%	+0.7%	Q4 2023
MCDMcdonalds Corp	$2.63M	0.53%	0.00%	+4.9%	Q4 2023
LMTLockheed Martin Corp	$2.62M	0.52%	0.00%	+2.4%	Q4 2023
BACBank of America Corp	$2.5M	0.50%	0.00%	+2.3%	Q4 2023
FISFidelity National Information Services, Inc.	$2.43M	0.49%	0.01%	+1507.5%	Q4 2023
MOAltria Group, Inc.	$2.4M	0.48%	0.00%	+5.5%	Q3 2024
KRKroger Co	$2.37M	0.47%	0.01%	+4.9%	Q4 2023
DUKDuke Energy CORP	$2.22M	0.44%	0.00%	+5.0%	Q4 2023
BLKBlackRock, Inc.	$2.17M	0.43%	0.00%	+3.3%	Q4 2023
VZVerizon Communications Inc	$2.14M	0.43%	0.00%	+37.5%	Q4 2023
TGTTarget Corp	$2.07M	0.41%	0.00%	+23.2%	Q4 2023
FDXFedex Corp	$2.07M	0.41%	0.00%	+5.1%	Q3 2025
HSYHershey Co	$2.01M	0.40%	0.00%	+5.4%	Q1 2024
METMetlife Inc	$1.98M	0.40%	0.00%	+6.0%	Q4 2023
DGDollar General Corp	$1.95M	0.39%	0.01%	+4.3%	Q3 2025
PNCPNC Financial Services Group, Inc.	$1.93M	0.39%	0.00%	+3.7%	Q2 2024
APDAir Products & Chemicals, Inc.	$1.91M	0.38%	0.00%	+24.8%	Q4 2023
HDHome Depot, Inc.	$1.89M	0.38%	0.00%	+9.1%	Q4 2023
QCOMQualcomm Inc	$1.87M	0.37%	0.00%	+5.4%	Q4 2023
ITWIllinois Tool Works Inc	$1.84M	0.37%	0.00%	+7.3%	Q1 2024
AOSSmith A O Corp	$1.83M	0.37%	0.02%	+4.4%	Q1 2025
KOCoca Cola Co	$1.79M	0.36%	0.00%	+9.1%	Q2 2025
NVDANvidia Corp	$1.78M	0.36%	0.00%	-3.1%	Q4 2023
CMCSAComcast Corp	$1.64M	0.33%	0.00%	+39.4%	Q4 2023
ADPAutomatic Data Processing Inc	$1.62M	0.32%	0.00%	+7.7%	Q1 2024
ACNAccenture plc	$1.62M	0.32%	0.00%	+20.6%	Q4 2023
WECWec Energy Group, Inc.	$1.5M	0.30%	0.00%	+11.6%	Q1 2025
OCOwens Corning	$1.5M	0.30%	0.02%	+30.2%	Q4 2023
ZTSZoetis Inc.	$1.46M	0.29%	0.00%	+26.1%	Q1 2024
NKENIKE, Inc.	$1.4M	0.28%	0.00%	+31.5%	Q4 2023
SPYSPDR S&P 500 ETF Trust	$1.33M	0.27%	Not reported	-0.5%	Q4 2023
GOOGLAlphabet Inc.	$1.3M	0.26%	0.00%	-1.4%	Q4 2023
AMZNAmazon Com Inc	$1.27M	0.25%	0.00%	-1.6%	Q4 2023
INTUIntuit Inc.	$1.24M	0.25%	0.00%	+21.4%	Q2 2024

Q4 2025Reported Jan 7, 202687 positions
AVGOBroadcom Inc.	$6.57M	1.38%	0.00%	-4.7%	Q4 2023
AAPLApple Inc.	$6.38M	1.34%	0.00%	+2.9%	Q4 2023
LRCXLam Research Corp	$5.5M	1.15%	0.00%	-4.6%	Q4 2023
MSFTMicrosoft Corp	$5.01M	1.05%	0.00%	+2.9%	Q4 2023
XOMExxonMobil Holdings Corp	$4.32M	0.91%	0.00%	+2.6%	Q4 2023
JPMJPMorgan Chase & Co	$4.1M	0.86%	0.00%	+1.4%	Q4 2023
MDYSPDR S&P Midcap 400 ETF Trust	$3.55M	0.74%	Not reported	-1.1%	Q4 2023
WSMWilliams Sonoma Inc	$3.17M	0.67%	0.01%	+2.0%	Q4 2023
SPABASTROTECH Corp	$2.96M	0.62%	Not reported	+18.8%	Q4 2023
CVXChevron Corp	$2.93M	0.61%	0.00%	+0.3%	Q4 2023
ABBVAbbVie Inc.	$2.79M	0.58%	0.00%	+3.8%	Q4 2023
BACBank of America Corp	$2.76M	0.58%	0.00%	+2.7%	Q4 2023
AMGNAmgen Inc	$2.6M	0.55%	0.00%	+4.9%	Q4 2023
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$2.6M	0.54%	Not reported	+0.1%	Q4 2023
CATCaterpillar Inc	$2.53M	0.53%	0.00%	-1.3%	Q2 2025
JNJJohnson & Johnson	$2.53M	0.53%	0.00%	+3.2%	Q4 2023
MCDMcdonalds Corp	$2.46M	0.52%	0.00%	+6.6%	Q4 2023
QCOMQualcomm Inc	$2.36M	0.49%	0.00%	+5.5%	Q4 2023
BLKBlackRock, Inc.	$2.34M	0.49%	0.00%	+5.4%	Q4 2023
MRKMerck & Co., Inc.	$2.31M	0.49%	0.00%	+9.7%	Q4 2023
KMIKinder Morgan, Inc.	$2.31M	0.48%	0.00%	+4.0%	Q4 2023
DGDollar General Corp	$2.09M	0.44%	0.01%	+8.7%	Q3 2025
METMetlife Inc	$2.08M	0.44%	0.00%	+7.5%	Q4 2023
LMTLockheed Martin Corp	$2.05M	0.43%	0.00%	+8.3%	Q4 2023
MOAltria Group, Inc.	$1.99M	0.42%	0.00%	+5.3%	Q3 2024
NVDANvidia Corp	$1.96M	0.41%	0.00%	+1.7%	Q4 2023
KRKroger Co	$1.95M	0.41%	0.00%	+5.5%	Q4 2023
ADPAutomatic Data Processing Inc	$1.91M	0.40%	0.00%	+1.8%	Q1 2024
DUKDuke Energy CORP	$1.89M	0.40%	0.00%	+8.1%	Q4 2023
PNCPNC Financial Services Group, Inc.	$1.87M	0.39%	0.00%	+5.4%	Q2 2024
ACNAccenture plc	$1.82M	0.38%	0.00%	+0.7%	Q4 2023
HDHome Depot, Inc.	$1.81M	0.38%	0.00%	+8.8%	Q4 2023
AOSSmith A O Corp	$1.77M	0.37%	0.02%	+4.9%	Q1 2025
TXNTexas Instruments Inc	$1.74M	0.36%	0.00%	-5.0%	Q4 2023
HSYHershey Co	$1.67M	0.35%	0.00%	+9.9%	Q1 2024
ITWIllinois Tool Works Inc	$1.62M	0.34%	0.00%	+9.4%	Q1 2024
FDXFedex Corp	$1.6M	0.33%	0.00%	+15.7%	Q3 2025
INTUIntuit Inc.	$1.56M	0.33%	0.00%	+11.7%	Q2 2024
KOCoca Cola Co	$1.51M	0.32%	0.00%	+15.8%	Q2 2025
GOOGLAlphabet Inc.	$1.44M	0.30%	0.00%	+2.3%	Q4 2023
AMZNAmazon Com Inc	$1.43M	0.30%	0.00%	-2.9%	Q4 2023
SPYSPDR S&P 500 ETF Trust	$1.4M	0.29%	Not reported	Not reported	Q4 2023
TGTTarget Corp	$1.36M	0.28%	0.00%	-4.4%	Q4 2023
APDAir Products & Chemicals, Inc.	$1.3M	0.27%	0.00%	+2.3%	Q4 2023
NKENIKE, Inc.	$1.28M	0.27%	0.00%	-2.2%	Q4 2023
VZVerizon Communications Inc	$1.26M	0.27%	0.00%	-3.3%	Q4 2023
ZTSZoetis Inc.	$1.23M	0.26%	0.00%	+4.6%	Q1 2024
UNHUnitedhealth Group Inc	$1.23M	0.26%	0.00%	+30.4%	Q3 2024
WECWec Energy Group, Inc.	$1.22M	0.26%	0.00%	+17.0%	Q1 2025
CMCSAComcast Corp	$1.22M	0.26%	0.00%	+1.5%	Q4 2023

Q3 2025Reported Oct 14, 202589 positions
AVGOBroadcom Inc.	$6.57M	1.45%	0.00%	+1.1%	Q4 2023
AAPLApple Inc.	$5.81M	1.28%	0.00%	+0.1%	Q4 2023
MSFTMicrosoft Corp	$5.21M	1.15%	0.00%	+2.8%	Q4 2023
LRCXLam Research Corp	$4.51M	0.99%	0.00%	+3.4%	Q4 2023
JPMJPMorgan Chase & Co	$3.96M	0.87%	0.00%	+6.1%	Q4 2023
XOMExxonMobil Holdings Corp	$3.94M	0.87%	0.00%	+3.1%	Q4 2023
MDYSPDR S&P Midcap 400 ETF Trust	$3.55M	0.78%	Not reported	Not reported	Q4 2023
WSMWilliams Sonoma Inc	$3.4M	0.75%	0.01%	+2.1%	Q4 2023
CVXChevron Corp	$2.98M	0.66%	0.00%	+652.6%	Q4 2023
ABBVAbbVie Inc.	$2.72M	0.60%	0.00%	+1.4%	Q4 2023
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$2.55M	0.56%	Not reported	+1.0%	Q4 2023
BACBank of America Corp	$2.52M	0.55%	0.00%	+5.6%	Q4 2023
SPABASTROTECH Corp	$2.5M	0.55%	Not reported	+15.0%	Q4 2023
BLKBlackRock, Inc.	$2.41M	0.53%	0.00%	+6.4%	Q4 2023
MCDMcdonalds Corp	$2.3M	0.51%	0.00%	+5.8%	Q4 2023
KMIKinder Morgan, Inc.	$2.29M	0.50%	0.00%	+5.3%	Q4 2023
JNJJohnson & Johnson	$2.19M	0.48%	0.00%	+7.1%	Q4 2023
QCOMQualcomm Inc	$2.17M	0.48%	0.00%	+6.3%	Q4 2023
MOAltria Group, Inc.	$2.16M	0.48%	0.00%	+6.4%	Q3 2024
ADPAutomatic Data Processing Inc	$2.14M	0.47%	0.00%	+6.9%	Q1 2024
AMGNAmgen Inc	$2.14M	0.47%	0.00%	+6.1%	Q4 2023
CATCaterpillar Inc	$2.13M	0.47%	0.00%	+8.1%	Q2 2025
METMetlife Inc	$2.02M	0.44%	0.00%	+6.3%	Q4 2023
KRKroger Co	$1.99M	0.44%	0.00%	+8.9%	Q4 2023
HDHome Depot, Inc.	$1.96M	0.43%	0.00%	+7.8%	Q4 2023
LMTLockheed Martin Corp	$1.95M	0.43%	0.00%	+6.9%	Q4 2023
TXNTexas Instruments Inc	$1.94M	0.43%	0.00%	+7.3%	Q4 2023
NVDANvidia Corp	$1.93M	0.42%	0.00%	+0.1%	Q4 2023
AOSSmith A O Corp	$1.85M	0.41%	0.02%	-1.3%	Q1 2025
DUKDuke Energy CORP	$1.85M	0.41%	0.00%	+6.9%	Q4 2023
PNCPNC Financial Services Group, Inc.	$1.71M	0.38%	0.00%	+10.5%	Q2 2024
MRKMerck & Co., Inc.	$1.68M	0.37%	0.00%	+10.4%	Q4 2023
ACNAccenture plc	$1.66M	0.37%	0.00%	+6.9%	Q4 2023
ITWIllinois Tool Works Inc	$1.57M	0.35%	0.00%	+10.9%	Q1 2024
HSYHershey Co	$1.56M	0.34%	0.00%	+12.7%	Q1 2024
DGDollar General Corp	$1.5M	0.33%	0.01%	New	Q3 2025
INTUIntuit Inc.	$1.44M	0.32%	0.00%	+13.5%	Q2 2024
OCOwens Corning	$1.44M	0.32%	0.01%	+10.2%	Q4 2023
NKENIKE, Inc.	$1.43M	0.32%	0.00%	+10.9%	Q4 2023
VZVerizon Communications Inc	$1.41M	0.31%	0.00%	+8.7%	Q4 2023
APDAir Products & Chemicals, Inc.	$1.4M	0.31%	0.00%	+10.2%	Q4 2023
AMZNAmazon Com Inc	$1.4M	0.31%	0.00%	+5.3%	Q4 2023
SPYSPDR S&P 500 ETF Trust	$1.37M	0.30%	Not reported	Not reported	Q4 2023
ZTSZoetis Inc.	$1.37M	0.30%	0.00%	+17.6%	Q1 2024
TGTTarget Corp	$1.3M	0.29%	0.00%	+9.9%	Q4 2023
CMCSAComcast Corp	$1.27M	0.28%	0.00%	+9.7%	Q4 2023
KOCoca Cola Co	$1.23M	0.27%	0.00%	+11.1%	Q2 2025
WECWec Energy Group, Inc.	$1.14M	0.25%	0.00%	+10.9%	Q1 2025
FDXFedex Corp	$1.13M	0.25%	0.00%	New	Q3 2025
GOOGLAlphabet Inc.	$1.09M	0.24%	0.00%	+6.8%	Q4 2023

Premium opens every quarter this fund has filed