PRECEDENT WEALTH PARTNERS, LLC

Q2 2026 13F-HR Holdings

Location
Houston, TX
Holdings as of
6/30/2026
Date filed
7/21/2026
Form type
13F-HR
Num holdings
207
Total value ($000)
$601,381
Net value change ($000)
+101,779 (20.4%)
New positions
52
Sold out positions
11
Turnover %
7.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 8,416 25.9%
FFSM 8,298 NEW
LRCX 8,002 118.1%
VOO 6,506 49.5%
EXXON MOBIL CORP 4,813 NEW
VTI 4,551 17.5%
AIRR 3,857 35.1%
SDVY 2,823 24.4%
ABT 2,373 659.2%
AVGO 2,317 39.2%
Top Reduces (Value $000, Stocks/ETFs)
XOM -5,926 -100.0%
XMHQ -5,298 -47.2%
DECM -4,081 -23.1%
AMGN -2,219 -77.4%
HSY -2,007 -100.0%
CMCSA -1,638 -100.0%
NKE -1,397 -100.0%
ACN -591 -36.5%
VLO -494 -100.0%
INTU -492 -39.7%
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