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Disclosed positions
PRECEDENT WEALTH PARTNERS, LLC: source evidence dated 2026-07-22T03:59:59.999Z.
- Issuer
- VANGUARD TAX-MANAGED FDS
- Ticker
- VEA
- Class
- VAN FTSE DEV MKT
- Reported value
- $40,903,263
- Reported amount
- 574,081
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0002008666-26-000007Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $40,903,263 | 574,081 | SH | None |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $30,588,898 | 82,664 | SH | None |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $19,645,195 | 28,604 | SH | None |
| FIRST TR EXCHANGE-TRADED FD | AIRR | RBA INDL ETF | $14,834,154 | 111,326 | SH | None |
| ISHARES TR | IVV | CORE S&P500 ETF | $14,808,751 | 19,774 | SH | None |
| LAM RESEARCH CORP | LRCX | COM NEW | $14,777,554 | 34,102 | SH | None |
| FIRST TR EXCHANGE-TRADED FD | SDVY | SMID RISNG ETF | $14,386,411 | 333,482 | SH | None |
| FIRST TR EXCHNG TRADED FD VI | DECM | FT VEST US EQUIT | $13,611,771 | 403,734 | SH | None |
| WISDOMTREE TR | DXJ | JAPN HEDGE EQT | $13,200,316 | 76,074 | SH | None |
| ISHARES TR | EFA | MSCI EAFE ETF | $13,121,374 | 126,313 | SH | None |
| WISDOMTREE TR | DON | US MIDCAP DIVID | $12,629,193 | 223,446 | SH | None |
| INVESCO EXCHANGE TRADED FD T | XLG | S&P 500 TOP 50 | $10,614,732 | 173,358 | SH | None |
| SPDR SER TR | SDY | S&P DIVID ETF | $9,644,233 | 63,374 | SH | None |
| ISHARES TR | IJH | CORE S&P MCP ETF | $9,470,132 | 122,813 | SH | None |
| VANGUARD WHITEHALL FDS | VYMI | INTL HIGH ETF | $9,204,460 | 93,732 | SH | None |
| FIDELITY COVINGTON TRUST | FFSM | FUN SMA MID ETF | $8,297,887 | 217,165 | SH | None |
| BROADCOM INC | AVGO | COM | $8,225,753 | 21,776 | SH | None |
| APPLE INC | AAPL | COM | $7,763,956 | 26,831 | SH | None |
| VANGUARD SCOTTSDALE FDS | VONE | VNG RUS1000IDX | $7,381,817 | 21,793 | SH | None |
| FIRST TR EXCHNG TRADED FD VI | BUFH | FT VEST LADDERED | $6,920,848 | 323,253 | SH | None |
| INVESCO EXCHANGE TRADED FD T | RSP | S&P500 EQL WGT | $6,632,255 | 31,171 | SH | None |
| WISDOMTREE TR | DHS | US HIGH DIVIDEND | $6,252,645 | 55,000 | SH | None |
| ISHARES TR | MUB | NATIONAL MUN ETF | $6,043,194 | 56,153 | SH | None |
| INVESCO EXCHANGE TRADED FD T | XMHQ | S&P MDCP QUALITY | $5,924,432 | 52,484 | SH | None |
| FIRST TR EXCHNG TRADED FD VI | BUFD | FT VEST LADDERED | $5,911,577 | 198,909 | SH | None |
| FIRST TR EXCHNG TRADED FD VI | DJAN | FT VEST US | $5,565,151 | 122,246 | SH | None |
| CATERPILLAR INC | CAT | COM | $5,187,081 | 4,871 | SH | None |
| INVESCO EXCHANGE TRADED FD T | PRF | FTSE RAFI 1000 | $5,180,220 | 95,877 | SH | None |
| MICROSOFT CORP | MSFT | COM | $4,931,812 | 13,221 | SH | None |
| JPMORGAN CHASE & CO | JPM | COM | $4,884,059 | 14,921 | SH | None |
| EXXON MOBIL CORP | XOM | COM | $4,812,822 | 35,202 | SH | None |
| WILLIAMS SONOMA INC | WSM | COM | $4,724,832 | 20,270 | SH | None |
| INVESCO EXCH TRD SLF IDX FD | BSMV | BULLETSHS 31 MUN | $4,533,390 | 216,030 | SH | None |
| INVESCO EXCH TRD SLF IDX FD | BSMR | BULSHS 2027 MUNI | $4,492,829 | 190,052 | SH | None |
| INVESCO EXCH TRD SLF IDX FD | BSMU | INVSC 30 MUNI BD | $4,376,730 | 199,682 | SH | None |
| INVESCO EXCH TRD SLF IDX FD | BSMW | BULLETSHS 32 MUN | $4,353,268 | 173,161 | SH | None |
| ISHARES TR | IBDU | IBONDS DEC 29 | $4,249,740 | 183,495 | SH | None |
| ISHARES TR | IBDX | IBONDS DEC 2032 | $4,243,259 | 168,450 | SH | None |
| ISHARES TR | IBDW | IBONDS DEC 2031 | $4,241,581 | 203,531 | SH | None |
| ISHARES TR | IBDV | IBONDS DEC 2030 | $4,234,037 | 194,222 | SH | None |
| INVESCO EXCH TRD SLF IDX FD | BSMS | BULSHS 2028 MUNI | $4,218,309 | 179,962 | SH | None |
| SPDR S&P MIDCAP 400 ETF TR | MDY | UTSER1 S&PDCRP | $4,135,660 | 5,880 | SH | None |
| ISHARES TR | IBDT | IBDS DEC28 ETF | $4,128,844 | 163,519 | SH | None |
| INVESCO EXCH TRD SLF IDX FD | BSMT | BULSHS 2029 MUNI | $4,121,886 | 178,979 | SH | None |
| ISHARES TR | IBDS | IBONDS 27 ETF | $4,103,281 | 169,417 | SH | None |
| ABBVIE INC | ABBV | COM | $4,080,055 | 16,214 | SH | None |
| INVESCO EXCH TRD SLF IDX FD | BSSX | INVESCO BULLETSH | $4,025,838 | 156,010 | SH | None |
| ISHARES TR | IBDY | IBONDS DEC 2033 | $3,895,756 | 151,321 | SH | None |
| JOHNSON & JOHNSON | JNJ | COM | $3,875,332 | 15,259 | SH | None |
| ISHARES TR | IWB | RUS 1000 ETF | $3,868,009 | 9,446 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.