Precedent Wealth Partners Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
FT Vest U.S. Equity Max Buffer ETF - August
AUGM
|
+$13.4M |
| 2 |
Fidelity Fundamental Small-Mid Cap ETF
FFSM
|
+$5.9M |
| 3 |
JPMorgan Core Plus Bond ETF
JCPB
|
+$5.14M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$4.83M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$4.54M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
FT Vest U.S. Equity Max Buffer ETF - December
DECM
|
+$12.9M |
| 2 |
FT Vest US Equity Deep Buffer ETF January
DJAN
|
+$5.57M |
| 3 |
State Street SPDR Portfolio Aggregate Bond Index ETF
SPAB
|
+$3.7M |
| 4 |
FT Vest US Equity Deep Buffer ETF November
DNOV
|
+$3.3M |
| 5 |
Invesco S&P MidCap Quality ETF
XMHQ
|
+$3.08M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 70.57% |
| 2 | Technology | 9.44% |
| 3 | Financials | 3.44% |
| 4 | Healthcare | 3.28% |
| 5 | Industrials | 2.9% |
Similar funds
Precedent Wealth Partners's Q3 2026 Portfolio in Review
As of Q3 2026, Precedent Wealth Partners held 239 positions worth $651M, up 8.2% from $601M the previous quarter. Its ten largest holdings account for 31% of the portfolio.
Precedent Wealth Partners deployed $61.4M of net new capital in Q3 2026, opening 32 new positions and adding to 127 existing holdings. Its largest new stake was FT Vest U.S. Equity Max Buffer ETF - August: 379,246 shares worth $13.4M.
By sector, the portfolio is most concentrated in Miscellaneous at 71% of assets, down from 71% a quarter earlier, followed by Technology and Financials.
On the sell side, the largest reduction was FT Vest U.S. Equity Max Buffer ETF - December, an estimated $12.9M trimmed.
- Precedent Wealth Partners's largest Q3 2026 buy was FT Vest U.S. Equity Max Buffer ETF - August: 379,246 shares worth $13.4M.
- Precedent Wealth Partners added most to Fidelity Fundamental Small-Mid Cap ETF in Q3 2026, an estimated $5.9M increase.
- Precedent Wealth Partners's biggest Q3 2026 reduction was FT Vest U.S. Equity Max Buffer ETF - December, cutting an estimated $12.9M.
- Precedent Wealth Partners fully exited FT Vest US Equity Deep Buffer ETF January in Q3 2026, selling an estimated $5.57M.
- Precedent Wealth Partners's ten largest holdings make up 31% of its $651M portfolio in Q3 2026.
- Precedent Wealth Partners opened 32 new positions and closed 32 in Q3 2026.
- Precedent Wealth Partners's portfolio value rose 8.2% quarter-over-quarter to $651M.
Based on Precedent Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.