Portfolio (Quarterly) Guide ↗

PRECEDENT WEALTH PARTNERS, LLC

· CIK 0002008666

13F Portfolio $499.6B AUM 166 positions Filed Apr 14, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 7 New 93 Added 43 Reduced 12 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	DMAY	FIRST TR EXCHNG TRADED FD VI	—	113,880	$5.2M	1.08%	SOLD
2	MARM	FIRST TR EXCHNG TRADED FD VI	—	99,809	$3.3M	0.69%	SOLD
3	—	FIRST TR EXCHNG TRADED FD VI	—	94,006	$2.9M	0.60%	SOLD
4	TXN	TEXAS INSTRS INC	Technology	10,018	$1.7M	0.36%	SOLD
5	—	FIRST TR EXCHANGE-TRADED FD	—	59,958	$1.7M	0.35%	SOLD
6	DMAR	FIRST TR EXCHNG TRADED FD VI	—	24,379	$1.0M	0.21%	SOLD
7	PAA	PLAINS ALL AMERN PIPELINE L	Energy	22,049	$396K	0.08%	SOLD
8	LNG	CHENIERE ENERGY INC	Energy	1,946	$378K	0.08%	SOLD
9	IEFA	ISHARES TR	—	2,795	$250K	0.05%	SOLD
10	XLY	SELECT SECTOR SPDR TR	—	2,004	$239K	0.05%	SOLD
11	EUAD	SPINNAKER ETF SERIES	—	4,871	$205K	0.04%	SOLD
12	XLV	SELECT SECTOR SPDR TR	—	1,302	$202K	0.04%	SOLD

Sector Allocation

Technology 24.4%

Financial Services 14.9%

Industrials 11.6%

Energy 10.9%

Healthcare 10.7%

Consumer Defensive 10.5%

Consumer Cyclical 7.5%

Communication Services 5.2%

Utilities 2.8%

Basic Materials 1.6%