Precedent Wealth Partners, LLC
Precedent Wealth Partners, LLC reported 207 holdings worth US$601M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 21, 2026
Precedent Wealth Partners, LLC reported 207 holdings worth US$601M as of Jun 30, 2026. Largest: Lam Research Corporation, Broadcom Inc. and Apple Inc. Filed Jul 21, 2026 (Form 13F).
- Holdings
- 207
- Value as reported
- US$601M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Lam Research Corporation | 34,102 | US$14.8M | 2.5% |
| Broadcom Inc. | 21,776 | US$8.23M | 1.4% |
| Apple Inc | 26,831 | US$7.76M | 1.3% |
| Caterpillar, Inc. | 4,871 | US$5.19M | 0.86% |
| Microsoft Corp. | 13,221 | US$4.93M | 0.82% |
| Jp Morgan Chase & Co. | 14,921 | US$4.88M | 0.81% |
| Williams-sonoma, Inc. | 20,270 | US$4.72M | 0.79% |
| Abbvie Inc. | 16,214 | US$4.08M | 0.68% |
| Johnson & Johnson | 15,259 | US$3.88M | 0.64% |
| Alphabet Inc (google) Class C | 9,647 | US$3.45M | 0.57% |
| Kinder Morgan, Inc. | 104K | US$3.33M | 0.55% |
| Qualcomm Incorporated | 16,797 | US$3.1M | 0.52% |
| Merck & Company, Inc. | 23,322 | US$3M | 0.50% |
| Bank Of America Corporation | 52,315 | US$2.98M | 0.50% |
| Chevron Corporation | 17,878 | US$2.96M | 0.49% |
| Altria Group, Inc. | 39,421 | US$2.84M | 0.47% |
| Mcdonald's Corporation | 10,221 | US$2.76M | 0.46% |
| Abbott Laboratories | 30,120 | US$2.73M | 0.45% |
| Duke Energy Corporation (holding Company) | 21,328 | US$2.7M | 0.45% |
| Metlife, Inc. | 30,907 | US$2.62M | 0.43% |
| Nvidia Corporation | 12,823 | US$2.57M | 0.43% |
| Target Corporation | 19,539 | US$2.55M | 0.42% |
| Coca-cola Company (the) | 30,113 | US$2.45M | 0.41% |
| Lockheed Martin Corporation | 4,754 | US$2.42M | 0.40% |
| Pnc Financial Services Group, Inc. (the) | 9,813 | US$2.42M | 0.40% |
| Blackrock, Inc. | 2,472 | US$2.38M | 0.40% |
| Owens Corning Inc | 14,829 | US$2.36M | 0.39% |
| Verizon Communications Inc. | 53,896 | US$2.28M | 0.38% |
| Home Depot, Inc. (the) | 6,464 | US$2.28M | 0.38% |
| Illinois Tool Works Inc. | 7,991 | US$2.16M | 0.36% |
| Unitedhealth Group Incorporated | 5,103 | US$2.12M | 0.35% |
| Dollar General Corporation | 18,132 | US$2.09M | 0.35% |
| Air Products And Chemicals, Inc. | 7,054 | US$2.07M | 0.34% |
| Fidelity National Information Services, Inc. | 52,031 | US$2.02M | 0.34% |
| Fedex Corporation | 6,342 | US$1.99M | 0.33% |
| Amazon.com, Inc. | 8,138 | US$1.94M | 0.32% |
| Automatic Data Processing, Inc. | 8,571 | US$1.92M | 0.32% |
| Kroger Company (the) | 33,935 | US$1.88M | 0.31% |
| A.o. Smith Corporation | 29,628 | US$1.86M | 0.31% |
| Darden Restaurants, Inc. | 8,706 | US$1.79M | 0.30% |
| Cisco Systems, Inc. | 14,867 | US$1.75M | 0.29% |
| Wec Energy Group, Inc. | 14,337 | US$1.67M | 0.28% |
| Cummins Inc. | 2,039 | US$1.45M | 0.24% |
| Domino's Pizza Inc | 4,039 | US$1.2M | 0.20% |
| Advanced Micro Devices Inc | 2,040 | US$1.19M | 0.20% |
| Eog Resources, Inc. | 9,073 | US$1.18M | 0.20% |
| Zoetis Inc. | 15,597 | US$1.12M | 0.19% |
| T-mobile Us, Inc. | 6,099 | US$1.02M | 0.17% |
| Applied Materials, Inc. | 1,288 | US$931K | 0.15% |
| Berkshire Hathaway Inc. | 1,832 | US$917K | 0.15% |
| Walmart Inc. | 7,877 | US$892K | 0.15% |
| Philip Morris International Inc | 4,831 | US$874K | 0.15% |
| Conocophillips | 8,399 | US$873K | 0.15% |
| Citigroup, Inc. | 5,420 | US$759K | 0.13% |
| Intuit Inc. | 2,858 | US$746K | 0.12% |
| American Express Company | 2,058 | US$696K | 0.12% |
| Williams Companies, Inc. (the) | 8,915 | US$663K | 0.11% |
| Meta Platforms, Inc. | 1,164 | US$656K | 0.11% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 1,357 | US$648K | 0.11% |
| Amgen Inc. | 1,788 | US$647K | 0.11% |
| International Business Machines Corporation | 2,269 | US$638K | 0.11% |
| Palo Alto Networks, Inc. | 1,729 | US$590K | 0.10% |
| Visa Inc. | 1,704 | US$585K | 0.10% |
| Shopify Inc. | 4,868 | US$556K | 0.09% |
| Rtx Corporation | 2,876 | US$546K | 0.09% |
| Micron Technology, Inc. | 469 | US$541K | 0.09% |
| Stellar Bancorp, Inc. | 13,717 | US$539K | 0.09% |
| Tjx Companies, Inc. (the) | 3,503 | US$531K | 0.09% |
| Costco Wholesale Corporation | 503 | US$471K | 0.08% |
| Morgan Stanley | 2,183 | US$456K | 0.08% |
| Eli Lilly And Company | 377 | US$452K | 0.08% |
| W. P. Carey Inc. Reit | 6,307 | US$451K | 0.07% |
| Pepsico, Inc. | 3,304 | US$447K | 0.07% |
| Blackstone Inc. | 3,768 | US$443K | 0.07% |
| Texas Instruments Incorporated | 1,482 | US$442K | 0.07% |
| Procter & Gamble Company (the) | 2,965 | US$435K | 0.07% |
| Caseys General Stores, Inc. | 536 | US$426K | 0.07% |
| Ares Capital Corporation | 22,846 | US$423K | 0.07% |
| Plains Gp Holdings, L.p. | 16,837 | US$409K | 0.07% |
| Boeing Company (the) | 1,779 | US$385K | 0.06% |
| Quest Diagnostics Incorporated | 1,746 | US$370K | 0.06% |
| Bristol-myers Squibb Company | 5,954 | US$343K | 0.06% |
| Bloom Energy Corporation | 1,093 | US$331K | 0.05% |
| Oneok, Inc. | 3,790 | US$329K | 0.05% |
| Mastercard Incorporated | 610 | US$313K | 0.05% |
| Palantir Technologies Inc. | 2,505 | US$292K | 0.05% |
| Vistra Corp. | 1,805 | US$286K | 0.05% |
| Oracle Corporation | 1,864 | US$273K | 0.05% |
| Vertiv Holdings, Llc | 815 | US$273K | 0.05% |
| Starwood Property Trust Inc. | 16,431 | US$269K | 0.04% |
| Pfizer, Inc. | 11,016 | US$265K | 0.04% |
| Aflac Incorporated | 2,260 | US$265K | 0.04% |
| Annaly Capital Management Inc. | 11,211 | US$251K | 0.04% |
| Texas Pacific Land Corporation | 571 | US$250K | 0.04% |
| Stryker Corporation | 769 | US$242K | 0.04% |
| Brookfield Renewable Corporation | 6,397 | US$237K | 0.04% |
| Toronto-dominion Bank | 1,932 | US$235K | 0.04% |
| Netflix, Inc. | 3,210 | US$229K | 0.04% |
| M&t Bank Corporation | 962 | US$229K | 0.04% |
| Arista Networks, Inc. | 1,310 | US$222K | 0.04% |
Every holding of Precedent Wealth Partners, LLC
Source
View original at SEC
Related