Precedent Wealth Partners, LLC ETF holdings
Houston, TX
Reported $424.4M in 98 ETFs in its Form 13F for June 30, 2026.
ETF value
$424.4M
ETFs held
98
Change from prior quarter
+16.5%
With price moves
ETFs as a share of its 13F
70.6%
of $601.4M
Top 10 of 98 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VEA | Vanguard FTSE Developed Markets ETF | $40.9M | 574,081 | +67,113 shares |
| VTI | Vanguard Morningstar Total Stock Market ETF | $30.6M | 82,664 | +1,502 shares |
| VOO | Vanguard S&P 500 ETF | $19.6M | 28,604 | +6,616 shares |
| AIRR | First Trust RBA American Industrial RenaissanceTM ETF | $14.8M | 111,326 | +12,240 shares |
| IVV | iShares Core S&P 500 ETF | $14.8M | 19,774 | −267 shares |
| SDVY | First Trust SMID Cap Rising Dividend Achievers ETF | $14.4M | 333,482 | +40,226 shares |
| DECM | FT Vest U.S. Equity Max Buffer ETF - December | $13.6M | 403,734 | −137,880 shares |
| DXJ | WisdomTree Japan Hedged Equity Fund | $13.2M | 76,074 | +5,788 shares |
| EFA | iShares MSCI EAFE ETF | $13.1M | 126,313 | +3,546 shares |
| DON | WisdomTree U.S. MidCap Dividend Fund | $12.6M | 223,446 | −7,745 shares |
88 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002008666. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Precedent Wealth Partners, LLC own?
Precedent Wealth Partners, LLC reported 98 ETF positions worth $424.4M in its Form 13F for June 30, 2026. The largest was VEA, at $40.9M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.