AI Portfolio Summary
In 2026 Q1, PRECEDENT WEALTH PARTNERS, LLC maintained a portfolio of 178 distinct positions. They heavily accumulated shares in VANGUARD TAX-MANAGED, increasing their position by 11.2%. The fund also reduced its exposure to FIRST TR EXCHNG TRAD by 31.1%.
Total Positions
178
Quarter
2026 Q1
Top Holding
VEA (6.5%)
Top 10 Concentration
32.1%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 178
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VEA
VANGUARD TAX-MA...
|
ETF | 6.50% | 5.97% |
#1
Prev: #1
|
6.6 | 51,256 | 11.2% |
P
S
|
506,968 | $32,486,541 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 5.21% | 5.71% |
#2
Prev: #2
|
4.1 | -1 | -0.0% |
P
S
|
81,162 | $26,037,870 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
DECM
FIRST TR EXCHNG...
|
Unknown | 3.54% | 2.05% |
#3
7
Prev: #10
|
5.4 | 243,849 | 81.9% |
P
S
|
541,614 | $17,693,446 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 2.63% | 2.73% |
#4
1
Prev: #3
|
3.6 | 1,206 | 5.8% |
P
S
|
21,988 | $13,139,431 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
IVV
ISHARES TR
|
ETF | 2.62% | 2.69% |
#5
Prev: #5
|
3.5 | 1,348 | 7.2% |
P
S
|
20,041 | $13,091,626 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
DON
WISDOMTREE TR
|
Unknown | 2.43% | 2.72% |
#6
2
Prev: #4
|
1.5 | -20,143 | -8.0% |
P
S
|
231,191 | $12,146,781 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
EFA
ISHARES TR
|
ETF | 2.39% | 2.43% |
#7
Prev: #7
|
1.5 | 2,008 | 1.7% |
P
S
|
122,767 | $11,924,402 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
SDVY
FIRST TR EXCHAN...
|
ETF | 2.31% | 2.07% |
#8
1
Prev: #9
|
2.9 | 35,669 | 13.8% |
P
S
|
293,256 | $11,563,107 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
XMHQ
INVESCO EXCHANG...
|
ETF | 2.25% | 2.05% |
#9
2
Prev: #11
|
2.9 | 13,283 | 13.9% |
P
S
|
108,561 | $11,222,010 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
DXJ
WISDOMTREE TR
|
Unknown | 2.23% | 1.73% |
#10
3
Prev: #13
|
3.4 | 13,135 | 23.0% |
P
S
|
70,286 | $11,146,008 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
AIRR
FIRST TR EXCHAN...
|
ETF | 2.20% | 1.72% |
#11
3
Prev: #14
|
2.9 | 15,764 | 18.9% |
P
S
|
99,086 | $10,976,752 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
XLG
INVESCO EXCHANG...
|
Unknown | 1.91% | 2.50% |
#12
6
Prev: #6
|
1.3 | -25,983 | -12.9% |
P
S
|
175,102 | $9,551,827 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
SDY
SPDR SER TR
|
ETF | 1.86% | 2.09% |
#13
5
Prev: #8
|
1.2 | -8,150 | -11.4% |
P
S
|
63,587 | $9,279,953 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
IJH
ISHARES TR
|
ETF | 1.71% | 1.74% |
#14
2
Prev: #12
|
1.2 | 973 | 0.8% |
P
S
|
126,376 | $8,534,199 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
VYMI
VANGUARD WHITEH...
|
Bond/Debt | 1.69% | 1.41% |
#15
1
Prev: #16
|
2.7 | 14,817 | 19.8% |
P
S
|
89,581 | $8,442,137 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
BUFH
FIRST TR EXCHNG...
|
Unknown | 1.40% | 0.06% |
#16
138
Prev: #154
|
3.6 | 321,985 | 2390.9% |
P
S
|
335,452 | $6,984,816 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
LRCX
LAM RESEARCH CO...
|
Technology | 1.36% | 1.15% |
#17
4
Prev: #21
|
1.0 | -396 | -1.2% |
P
S
|
31,715 | $6,776,387 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
RSP
INVESCO EXCHANG...
|
Unknown | 1.22% | 1.24% |
#18
2
Prev: #20
|
1.0 | 727 | 2.3% |
P
S
|
31,716 | $6,086,992 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
AAPL
APPLE INC
|
Technology | 1.21% | 1.34% |
#19
1
Prev: #18
|
1.0 | 313 | 1.3% |
P
S
|
23,773 | $6,033,391 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
DHS
WISDOMTREE TR
|
Unknown | 1.20% | 1.26% |
#20
1
Prev: #19
|
1.0 | -4,231 | -7.2% |
P
S
|
54,777 | $5,982,834 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 1.19% | 0.91% |
#21
5
Prev: #26
|
1.0 | -951 | -2.7% |
P
S
|
34,927 | $5,925,742 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
AVGO
BROADCOM INC
|
Technology | 1.18% | 1.38% |
#22
5
Prev: #17
|
1.0 | 97 | 0.5% |
P
S
|
19,090 | $5,908,633 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
MUB
ISHARES TR
|
ETF | 1.15% | 1.10% |
#23
1
Prev: #22
|
2.5 | 5,340 | 10.9% |
P
S
|
54,305 | $5,764,475 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
VONE
VANGUARD SCOTTS...
|
ETF | 1.07% | 0.99% |
#24
1
Prev: #25
|
2.4 | 2,816 | 18.4% |
P
S
|
18,119 | $5,347,489 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
DJAN
FIRST TR EXCHNG...
|
ETF | 1.06% | 1.64% |
#25
10
Prev: #15
|
0.4 | -56,105 | -31.1% |
P
S
|
124,440 | $5,292,433 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
PRF
INVESCO EXCHANG...
|
Unknown | 0.95% | 0.90% |
#26
1
Prev: #27
|
2.4 | 9,004 | 9.9% |
P
S
|
100,137 | $4,759,516 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
BSMV
INVESCO EXCH TR...
|
Unknown | 0.84% | 0.84% |
#27
3
Prev: #30
|
2.3 | 12,074 | 6.4% |
P
S
|
201,991 | $4,217,632 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
BSMR
INVESCO EXCH TR...
|
ETF | 0.81% | 0.78% |
#28
5
Prev: #33
|
2.3 | 14,018 | 8.9% |
P
S
|
171,911 | $4,066,382 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
BSMU
INVESCO EXCH TR...
|
ETF | 0.81% | 0.81% |
#29
2
Prev: #31
|
2.3 | 10,784 | 6.1% |
P
S
|
186,295 | $4,063,727 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
BSMW
INVESCO EXCH TR...
|
Unknown | 0.80% | 0.79% |
#30
2
Prev: #32
|
2.3 | 11,640 | 7.8% |
P
S
|
161,355 | $4,010,284 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
BSMS
INVESCO EXCH TR...
|
ETF | 0.79% | 0.78% |
#31
4
Prev: #35
|
2.3 | 9,956 | 6.3% |
P
S
|
168,022 | $3,930,908 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.78% | 1.05% |
#32
8
Prev: #24
|
0.8 | 212 | 2.0% |
P
S
|
10,570 | $3,912,719 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
BSMT
INVESCO EXCH TR...
|
ETF | 0.77% | 0.74% |
#33
3
Prev: #36
|
2.3 | 12,852 | 8.4% |
P
S
|
166,299 | $3,828,834 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.76% | 0.86% |
#34
5
Prev: #29
|
0.8 | 199 | 1.6% |
P
S
|
12,933 | $3,804,524 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
BUFD
FIRST TR EXCHNG...
|
ETF | 0.75% | 0.58% |
#35
22
Prev: #57
|
2.8 | 36,552 | 37.6% |
P
S
|
133,733 | $3,744,525 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
BSSX
INVESCO EXCH TR...
|
Unknown | 0.74% | 0.73% |
#36
2
Prev: #38
|
2.3 | 9,700 | 7.2% |
P
S
|
144,742 | $3,679,124 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
MDY
SPDR S&P MIDCAP...
|
ETF | 0.73% | 0.74% |
#37
Prev: #37
|
0.8 | -6 | -0.1% |
P
S
|
5,880 | $3,626,567 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
IBDW
ISHARES TR
|
Bond/Debt | 0.71% | 0.73% |
#38
1
Prev: #39
|
0.8 | 6,763 | 4.1% |
P
S
|
170,410 | $3,566,682 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
IBDV
ISHARES TR
|
Bond/Debt | 0.71% | 0.72% |
#39
1
Prev: #40
|
0.8 | 6,513 | 4.2% |
P
S
|
162,299 | $3,552,736 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
IBDU
ISHARES TR
|
Bond/Debt | 0.71% | 0.72% |
#40
2
Prev: #42
|
0.8 | 6,048 | 4.1% |
P
S
|
152,340 | $3,543,446 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
IBDT
ISHARES TR
|
ETF | 0.71% | 0.72% |
#41
2
Prev: #43
|
0.8 | 5,639 | 4.2% |
P
S
|
139,779 | $3,540,610 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
IBDS
ISHARES TR
|
Bond/Debt | 0.71% | 0.71% |
#42
2
Prev: #44
|
0.8 | 5,844 | 4.2% |
P
S
|
145,628 | $3,530,042 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
IBDX
ISHARES TR
|
Bond/Debt | 0.70% | 0.72% |
#43
2
Prev: #41
|
0.8 | 3,440 | 2.6% |
P
S
|
137,642 | $3,478,230 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
IBDR
ISHARES TR
|
Bond/Debt | 0.69% | 0.70% |
#44
1
Prev: #45
|
0.8 | 4,155 | 3.0% |
P
S
|
142,738 | $3,459,991 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
IWB
ISHARES TR
|
ETF | 0.69% | 0.78% |
#45
11
Prev: #34
|
0.8 | -333 | -3.3% |
P
S
|
9,633 | $3,434,747 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
WSM
WILLIAMS SONOMA...
|
Consumer Cyclical | 0.67% | 0.67% |
#46
3
Prev: #49
|
0.8 | 489 | 2.8% |
P
S
|
18,252 | $3,327,972 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
IBDY
ISHARES TR
|
Bond/Debt | 0.67% | 0.67% |
#47
1
Prev: #48
|
2.3 | 6,523 | 5.3% |
P
S
|
128,541 | $3,322,796 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
SPAB
SPDR SER TR
|
ETF | 0.65% | 0.62% |
#48
2
Prev: #50
|
2.3 | 11,173 | 9.7% |
P
S
|
126,247 | $3,234,452 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
CVX
CHEVRON CORP NE...
|
Energy | 0.64% | 0.61% |
#49
2
Prev: #51
|
0.8 | -3,750 | -19.5% |
P
S
|
15,487 | $3,204,424 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
DNOV
FIRST TR EXCHNG...
|
ETF | 0.64% | 0.67% |
#50
3
Prev: #47
|
0.8 | 1,038 | 1.6% |
P
S
|
66,686 | $3,194,619 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-14 |
Showing 1-50 of 178 holdings