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Portfolio (Quarterly) Guide ↗

PRECEDENT WEALTH PARTNERS, LLC

· CIK 0002008666
13F Portfolio $601M AUM 207 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 52 New 108 Added 31 Reduced 11 Exited
Page 7 of 11  ·  207 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 BSMY INVESCO EXCH TRD SLF IDX FD 34,174.0 $842K 0.14% +14K +65.6% $24.65 -2.4%
122 IDV ISHARES TR 19,229.0 $797K 0.13% +414.0 +2.2% $41.43 +8.8%
123 C CITIGROUP INC Financial Services 5,420.0 $759K 0.13% NEW $139.97 -5.9%
124 INTU INTUIT Technology 2,858.0 $746K 0.12% $261.00 +40.6%
125 DSEP FIRST TR EXCHNG TRADED FD VI 14,814.0 $703K 0.12% $47.44 +2.1%
126 AXP AMERICAN EXPRESS CO Financial Services 2,058.0 $696K 0.12% +25.0 +1.2% $338.25 -0.7%
127 WMB WILLIAMS COS INC Energy 8,915.0 $663K 0.11% +2K +22.4% $74.34 -5.2%
128 META META PLATFORMS INC Communication Services 1,164.0 $656K 0.11% -92.0 -7.3% $563.45 -2.4%
129 VUG VANGUARD INDEX FDS 7,528.0 $648K 0.11% +7K +1047.6% $86.14 +1.6%
130 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 1,357.0 $648K 0.11% NEW $477.71 -12.3%
131 AMGN AMGEN INC Healthcare 1,788.0 $647K 0.11% -6K -78.0% $362.07 +21.3%
132 IBM INTERNATIONAL BUSINESS MACHS Technology 2,269.0 $638K 0.11% NEW $281.25 -16.2%
133 VBR VANGUARD INDEX FDS 2,437.0 $592K 0.10% +19.0 +0.8% $242.98 +2.6%
134 PANW PALO ALTO NETWORKS INC Technology 1,729.0 $590K 0.10% NEW $341.02 +4.9%
135 V VISA INC Financial Services 1,704.0 $585K 0.10% +157.0 +10.2% $343.19 +8.1%
136 XLK SELECT SECTOR SPDR TR 3,021.0 $576K 0.10% +1K +64.2% $190.52 -3.8%
137 IBDZ ISHARES TR 21,743.0 $566K 0.09% NEW $26.05 -2.0%
138 SHOP SHOPIFY INC Technology 4,868.0 $556K 0.09% -191.0 -3.8% $114.18 +30.7%
139 RTX RTX CORPORATION Industrials 2,876.0 $546K 0.09% NEW $189.71 +10.6%
140 VTHR VANGUARD SCOTTSDALE FDS 1,645.0 $545K 0.09% $331.43 +2.3%
Page 7 of 11  ·  207 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 30.5%
Financial Services 15.5%
Industrials 12.0%
Healthcare 11.1%
Consumer Cyclical 8.9%
Consumer Defensive 8.5%
Energy 5.7%
Communication Services 3.4%
Utilities 2.9%
Basic Materials 1.2%