AI Portfolio Summary
In 2025 Q4, PRECEDENT WEALTH PARTNERS, LLC maintained a portfolio of 177 distinct positions. They heavily accumulated shares in VANGUARD TAX-MANAGED, increasing their position by 12.0%. Conversely, PRECEDENT WEALTH PARTNERS, LLC completely exited their position in ISHARES TR.
Total Positions
177
Quarter
2025 Q4
Top Holding
VEA (6.0%)
Top 10 Concentration
31.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 177
| 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 | 5.97% | 5.37% |
#1
1
Prev: #2
|
4.4 | 48,646 | 12.0% |
P
S
|
455,712 | $28,468,304 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 5.71% | 5.89% |
#2
1
Prev: #1
|
2.3 | -307 | -0.4% |
P
S
|
81,163 | $27,211,486 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 2.73% | 2.50% |
#3
3
Prev: #6
|
3.1 | 2,271 | 12.3% |
P
S
|
20,782 | $13,032,889 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DON
WISDOMTREE TR
|
Unknown | 2.72% | 3.17% |
#4
1
Prev: #3
|
1.1 | -23,607 | -8.6% |
P
S
|
251,334 | $12,968,809 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IVV
ISHARES TR
|
ETF | 2.69% | 2.83% |
#5
1
Prev: #4
|
1.1 | -496 | -2.6% |
P
S
|
18,693 | $12,803,858 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
XLG
INVESCO EXCHANG...
|
Unknown | 2.50% | 2.66% |
#6
1
Prev: #5
|
1.0 | -8,847 | -4.2% |
P
S
|
201,085 | $11,920,334 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
EFA
ISHARES TR
|
ETF | 2.43% | 2.48% |
#7
Prev: #7
|
1.0 | no change | no change |
P
S
|
120,759 | $11,596,530 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SDY
SPDR SER TR
|
ETF | 2.09% | 2.43% |
#8
Prev: #8
|
0.9 | -6,936 | -8.8% |
P
S
|
71,737 | $9,982,936 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SDVY
FIRST TR EXCHAN...
|
ETF | 2.07% | 2.05% |
#9
2
Prev: #11
|
2.8 | 12,855 | 5.3% |
P
S
|
257,587 | $9,870,716 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DECM
FIRST TR EXCHNG...
|
Unknown | 2.05% | 1.70% |
#10
4
Prev: #14
|
2.9 | 58,312 | 24.4% |
P
S
|
297,765 | $9,780,300 | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
XMHQ
INVESCO EXCHANG...
|
ETF | 2.05% | 2.08% |
#11
1
Prev: #10
|
2.8 | 5,144 | 5.7% |
P
S
|
95,278 | $9,758,411 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IJH
ISHARES TR
|
ETF | 1.74% | 1.87% |
#12
1
Prev: #13
|
0.7 | -4,818 | -3.7% |
P
S
|
125,403 | $8,276,617 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DXJ
WISDOMTREE TR
|
Unknown | 1.73% | 1.32% |
#13
6
Prev: #19
|
2.8 | 10,340 | 22.1% |
P
S
|
57,151 | $8,238,957 | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AIRR
FIRST TR EXCHAN...
|
ETF | 1.72% | 1.34% |
#14
3
Prev: #17
|
2.8 | 20,550 | 32.7% |
P
S
|
83,322 | $8,192,246 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DJAN
FIRST TR EXCHNG...
|
ETF | 1.64% | 2.00% |
#15
3
Prev: #12
|
0.7 | -34,915 | -16.2% |
P
S
|
180,545 | $7,838,361 | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VYMI
VANGUARD WHITEH...
|
Bond/Debt | 1.41% | 1.19% |
#16
5
Prev: #21
|
2.6 | 11,183 | 17.6% |
P
S
|
74,764 | $6,728,771 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AVGO
BROADCOM INC
|
Technology | 1.38% | 1.45% |
#17
1
Prev: #16
|
0.6 | -930 | -4.7% |
P
S
|
18,993 | $6,573,342 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AAPL
APPLE INC
|
Technology | 1.34% | 1.28% |
#18
2
Prev: #20
|
2.5 | 652 | 2.9% |
P
S
|
23,460 | $6,377,855 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DHS
WISDOMTREE TR
|
Unknown | 1.26% | 1.33% |
#19
1
Prev: #18
|
0.5 | -968 | -1.6% |
P
S
|
59,008 | $6,008,196 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
RSP
INVESCO EXCHANG...
|
Unknown | 1.24% | 1.58% |
#20
5
Prev: #15
|
0.6 | -6,782 | -18.0% |
P
S
|
30,989 | $5,936,288 | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
LRCX
LAM RESEARCH CO...
|
Technology | 1.15% | 0.99% |
#21
4
Prev: #25
|
0.5 | -1,553 | -4.6% |
P
S
|
32,111 | $5,496,799 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MUB
ISHARES TR
|
ETF | 1.10% | 1.17% |
#22
Prev: #22
|
0.4 | -856 | -1.7% |
P
S
|
48,965 | $5,244,641 | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DMAY
FIRST TR EXCHNG...
|
ETF | 1.08% | 1.11% |
#23
1
Prev: #24
|
0.4 | no change | no change |
P
S
|
113,880 | $5,151,840 | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MSFT
MICROSOFT CORP
|
Technology | 1.05% | 1.15% |
#24
1
Prev: #23
|
2.4 | 296 | 2.9% |
P
S
|
10,358 | $5,009,094 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VONE
VANGUARD SCOTTS...
|
ETF | 0.99% | 0.69% |
#25
21
Prev: #46
|
2.5 | 4,955 | 47.9% |
P
S
|
15,303 | $4,729,234 | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IBDQ
ISHARES TR
|
Bond/Debt | 0.00% | 0.48% |
Sold All 😨
(Was: #63) |
0.3 | -86,121 | -100.0% |
CLOSED
|
— | $— | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BSMP
INVESCO EXCH TR...
|
ETF | 0.00% | 0.38% |
Sold All 😨
(Was: #76) |
0.3 | -70,070 | -100.0% |
CLOSED
|
— | $— | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AXON
AXON ENTERPRISE...
|
Industrials | 0.00% | 0.07% |
Sold All 😨
(Was: #147) |
0.3 | -443 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TSCO
TRACTOR SUPPLY ...
|
Consumer Cyclical | 0.00% | 0.05% |
Sold All 😨
(Was: #160) |
0.3 | -4,056 | -100.0% |
CLOSED
|
— | $— | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AMT
AMERICAN TOWER ...
|
Real Estate | 0.00% | 0.05% |
Sold All 😨
(Was: #166) |
0.3 | -1,074 | -100.0% |
CLOSED
|
— | $— | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
FSCO
FS CREDIT OPPOR...
|
Financial Services | 0.00% | 0.03% |
Sold All 😨
(Was: #168) |
0.3 | -18,363 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-25 of 177 holdings