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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
Page 6 of 9  ·  166 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 GOOGL ALPHABET INC Communication Services 4,523.0 $1.3M 0.26% -64.0 -1.4% $287.57 +38.0%
102 AMZN AMAZON COM INC Consumer Cyclical 6,087.0 $1.3M 0.25% -100.0 -1.6% $208.27 +27.2%
103 INTU INTUIT Technology 2,862.0 $1.2M 0.25% +505.0 +21.4% $432.52 -9.1%
104 EOG EOG RES INC Energy 8,513.0 $1.2M 0.25% +2K +26.3% $144.57 -3.0%
105 UNH UNITEDHEALTH GROUP INC Healthcare 4,502.0 $1.2M 0.24% +791.0 +21.3% $270.62 +45.5%
106 COP CONOCOPHILLIPS Energy 8,473.0 $1.1M 0.22% -608.0 -6.7% $132.01 -7.3%
107 RDVY FIRST TR EXCHANGE TRADED FD 15,681.0 $1.1M 0.21% NEW $68.28 +8.1%
108 VXF VANGUARD INDEX FDS 5,190.0 $1.1M 0.21% $205.81 +8.8%
109 CMI CUMMINS INC Industrials 1,923.0 $1.0M 0.21% +38.0 +2.0% $538.02 +26.0%
110 WMT WALMART INC Consumer Defensive 8,071.0 $1.0M 0.20% -253.0 -3.0% $124.29 +5.8%
111 GOOG ALPHABET INC Communication Services 3,045.0 $874K 0.17% $286.90 +37.1%
112 DGRS WISDOMTREE TR 16,225.0 $859K 0.17% +201.0 +1.2% $52.96 +4.0%
113 IDV ISHARES TR 18,815.0 $801K 0.16% -3K -13.9% $42.56 +5.9%
114 VTV VANGUARD INDEX FDS 3,793.0 $744K 0.15% -9K -69.6% $196.22 +5.7%
115 QQQ INVESCO QQQ TR Financial Services 1,274.0 $735K 0.15% $577.18 +22.3%
116 META META PLATFORMS INC Communication Services 1,256.0 $719K 0.14% -120.0 -8.7% $572.25 +7.3%
117 DSEP FIRST TR EXCHNG TRADED FD VI 14,814.0 $651K 0.13% -2K -10.6% $43.96 +6.4%
118 TCHP T ROWE PRICE ETF INC 14,387.0 $636K 0.13% +10K +242.1% $44.18 +16.4%
119 AXP AMERICAN EXPRESS CO Financial Services 2,033.0 $615K 0.12% $302.48 +3.2%
120 CSCO CISCO SYS INC Technology 7,820.0 $607K 0.12% +75.0 +1.0% $77.59 +52.4%
Page 6 of 9  ·  166 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%