Precedent Wealth Partners Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Fidelity Fundamental Small-Mid Cap ETF
FFSM
|
+$7.75M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$4.67M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
+$4.41M |
| 4 |
Abbott
ABT
|
+$2.43M |
| 5 |
FT Vest Fund of Deep Buffer ETFs
BUFD
|
+$1.91M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Invesco S&P MidCap Quality ETF
XMHQ
|
+$6.11M |
| 2 |
DECM
FT Vest U.S. Equity Max Buffer ETF - December
DECM
|
+$4.61M |
| 3 |
Amgen
AMGN
|
+$2.18M |
| 4 |
Hershey
HSY
|
+$2.01M |
| 5 |
Comcast
CMCSA
|
+$1.64M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 70.63% |
| 2 | Technology | 9.23% |
| 3 | Financials | 3.51% |
| 4 | Healthcare | 3.24% |
| 5 | Industrials | 3.21% |
Similar funds
Precedent Wealth Partners's Q2 2026 Portfolio in Review
As of Q2 2026, Precedent Wealth Partners held 217 positions worth $601M, up 20% from $500M the previous quarter. Its ten largest holdings account for 32% of the portfolio.
Precedent Wealth Partners deployed $55.6M of net new capital in Q2 2026, opening 51 new positions and adding to 115 existing holdings. Its largest new stake was Fidelity Fundamental Small-Mid Cap ETF: 217,165 shares worth $8.3M.
By sector, the portfolio is most concentrated in Miscellaneous at 71% of assets, down from 73% a quarter earlier, followed by Technology and Financials.
On the sell side, the largest reduction was Invesco S&P MidCap Quality ETF, an estimated $6.11M trimmed.
- Precedent Wealth Partners's largest Q2 2026 buy was Fidelity Fundamental Small-Mid Cap ETF: 217,165 shares worth $8.3M.
- Precedent Wealth Partners added most to Vanguard FTSE Developed Markets ETF in Q2 2026, an estimated $4.67M increase.
- Precedent Wealth Partners's biggest Q2 2026 reduction was Invesco S&P MidCap Quality ETF, cutting an estimated $6.11M.
- Precedent Wealth Partners fully exited Hershey in Q2 2026, selling an estimated $2.01M.
- Precedent Wealth Partners's ten largest holdings make up 32% of its $601M portfolio in Q2 2026.
- Precedent Wealth Partners opened 51 new positions and closed 10 in Q2 2026.
- Precedent Wealth Partners's portfolio value rose 20% quarter-over-quarter to $601M.
Based on Precedent Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.