PRECEDENT WEALTH PARTNERS, LLC

Q4 2025 13F-HR Holdings

Location
Houston, TX
Holdings as of
12/31/2025
Date filed
1/7/2026
Form type
13F-HR
Num holdings
171
Total value ($000)
$476,827
Net value change ($000)
+22,731 (5.0%)
New positions
9
Sold out positions
6
Turnover %
2.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/14/2025 Next filing: 4/14/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VEA 4,077 16.7%
DNOV 3,206 NEW
IBDY 2,402 304.8%
VTV 2,383 NEW
DXJ 2,246 37.5%
AIRR 2,123 35.0%
BSSX 2,071 145.7%
DECM 2,055 26.6%
VOO 1,698 15.0%
RSPD 1,696 NEW
Top Reduces (Value $000, Stocks/ETFs)
DFEB -5,977 -58.3%
IBDQ -2,169 -100.0%
Invesco Exchange-Traded Self-Indexed Fund Trust -1,718 -100.0%
DON -1,410 -9.8%
DJAN -1,243 -13.7%
RSP -1,229 -17.2%
SDY -1,035 -9.4%
IWB -421 -10.2%
AXON -318 -100.0%
VONG -289 -31.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type