PRECEDENT WEALTH PARTNERS, LLC

Q3 2026 13F-HR Holdings

Location
Houston, TX
Holdings as of
9/30/2026
Date filed
10/21/2026
Form type
13F-HR
Num holdings
207
Total value ($000)
$650,964
Net value change ($000)
+49,583 (8.2%)
New positions
33
Sold out positions
33
Turnover %
10.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/21/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
AUGM 13,427 NEW
VOO 5,245 26.7%
JCPB 4,995 NEW
FFSM 4,520 54.5%
VEA 4,097 10.0%
SGOV 3,257 NEW
RSP 2,762 41.6%
VTI 2,585 8.5%
MSFT 2,366 48.0%
CL 2,276 NEW
Top Reduces (Value $000, Stocks/ETFs)
DECM -12,754 -93.7%
DJAN -5,565 -100.0%
SPAB -3,699 -100.0%
LRCX -3,444 -23.3%
DNOV -3,297 -100.0%
XMHQ -3,044 -51.4%
RSPD -2,492 -100.0%
MCD -2,265 -82.0%
DFEB -2,055 -100.0%
DUK -1,958 -72.5%
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