Precedent Wealth Partners Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
DECM
FT Vest U.S. Equity Max Buffer ETF - December
DECM
|
+$8.02M |
| 2 |
BUFH
FT Vest Laddered Max Buffer ETF
BUFH
|
+$6.73M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$3.38M |
| 4 |
Fidelity National Information Services
FIS
|
+$2.62M |
| 5 |
iShares Expanded Tech-Software Sector ETF
IGV
|
+$2.45M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
FT Vest US Equity Deep Buffer ETF May
DMAY
|
+$5.15M |
| 2 |
FT Vest US Equity Max Buffer ETF March
MARM
|
+$3.3M |
| 3 |
FEBM
FT Vest U.S. Equity Max Buffer ETF - February
FEBM
|
+$2.86M |
| 4 |
JANM
FT U.S. Equity Max Buffer ETF - January
JANM
|
+$2.45M |
| 5 |
FT Vest US Equity Deep Buffer ETF January
DJAN
|
+$2.43M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 7.19% |
| 2 | Financials | 3.09% |
| 3 | Energy | 3.08% |
| 4 | Healthcare | 3% |
| 5 | Consumer Staples | 2.95% |
Similar funds
Precedent Wealth Partners's Q1 2026 Portfolio in Review
As of Q1 2026, Precedent Wealth Partners held 178 positions worth $500M, up 4.8% from $477M the previous quarter. Its ten largest holdings account for 32% of the portfolio.
Precedent Wealth Partners deployed $20.3M of net new capital in Q1 2026, opening 7 new positions and adding to 95 existing holdings. Its largest new stake was iShares Expanded Tech-Software Sector ETF: 27,647 shares worth $2.21M.
By sector, the portfolio is most concentrated in Technology at 7.2% of assets, down from 7.8% a quarter earlier, followed by Financials and Energy.
On the sell side, the largest reduction was FT U.S. Equity Max Buffer ETF - January, an estimated $2.45M trimmed.
- Precedent Wealth Partners's largest Q1 2026 buy was iShares Expanded Tech-Software Sector ETF: 27,647 shares worth $2.21M.
- Precedent Wealth Partners added most to FT Vest U.S. Equity Max Buffer ETF - December in Q1 2026, an estimated $8.02M increase.
- Precedent Wealth Partners's biggest Q1 2026 reduction was FT U.S. Equity Max Buffer ETF - January, cutting an estimated $2.45M.
- Precedent Wealth Partners fully exited FT Vest US Equity Deep Buffer ETF May in Q1 2026, selling an estimated $5.15M.
- Precedent Wealth Partners's ten largest holdings make up 32% of its $500M portfolio in Q1 2026.
- Precedent Wealth Partners opened 7 new positions and closed 12 in Q1 2026.
- Precedent Wealth Partners's portfolio value rose 4.8% quarter-over-quarter to $500M.
Based on Precedent Wealth Partners's 13F filing for Q1 2026, filed 14 Apr 2026.