PRECEDENT WEALTH PARTNERS, LLC

Q1 2026 13F-HR Holdings

Location
Houston, TX
Holdings as of
3/31/2026
Date filed
4/14/2026
Form type
13F-HR
Num holdings
166
Total value ($000)
$499,602
Net value change ($000)
+22,775 (4.8%)
New positions
7
Sold out positions
12
Turnover %
4.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/7/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
DECM 7,913 80.9%
BUFH 6,704 2385.8%
VEA 4,019 14.1%
DXJ 2,907 35.3%
AIRR 2,785 34.0%
FIS 2,219 1036.9%
IGV 2,213 NEW
VYMI 1,713 25.5%
SDVY 1,692 17.1%
XOM 1,608 37.2%
Top Reduces (Value $000, Stocks/ETFs)
DMAY -5,152 -100.0%
MARM -3,299 -100.0%
FEBM -2,856 -100.0%
DJAN -2,546 -32.5%
JANM -2,447 -89.8%
DFEB -2,368 -55.4%
XLG -2,368 -19.9%
TXN -1,738 -100.0%
TDVI -1,663 -100.0%
VTV -1,639 -68.8%
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