PRECEDENT WEALTH PARTNERS, LLC
CIK: 0002008666Latest portfolio: $476.8M · Q4 2025
Holdings
171
Total Value
$476.8M
New Positions
8
Closed Positions
6
Top Holdings
View All 171 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | VEAVANGUARD TAX-MANAGED FDS | 455,712 | $28.5M | 5.97% | +49K | |
| 2 | VTIVANGUARD INDEX FDS | 81,163 | $27.2M | 5.71% | -307 | |
| 3 | VOOVANGUARD INDEX FDS | 20,782 | $13.0M | 2.73% | +2K | |
| 4 | DONWISDOMTREE TR | 251,334 | $13.0M | 2.72% | -23,607 | |
| 5 | IVVISHARES TR | 18,693 | $12.8M | 2.69% | -496 | |
| 6 | XLGINVESCO EXCHANGE TRADED FD T | 201,085 | $11.9M | 2.50% | -8,847 | |
| 7 | EFAISHARES TR | 120,759 | $11.6M | 2.43% | — | |
| 8 | SDYSPDR SER TR | 71,737 | $10.0M | 2.09% | -6,936 | |
| 9 | SDVYFIRST TR EXCHANGE-TRADED FD | 257,587 | $9.9M | 2.07% | +13K | |
| 10 | DECMFIRST TR EXCHNG TRADED FD VI | 297,765 | $9.8M | 2.05% | +58K | |
| 11 | XMHQINVESCO EXCHANGE TRADED FD T | 95,278 | $9.8M | 2.05% | +5K | |
| 12 | IJHISHARES TR | 125,403 | $8.3M | 1.74% | -4,818 | |
| 13 | DXJWISDOMTREE TR | 57,151 | $8.2M | 1.73% | +10K | |
| 14 | AIRRFIRST TR EXCHANGE-TRADED FD | 83,322 | $8.2M | 1.72% | +21K | |
| 15 | DJANFIRST TR EXCHNG TRADED FD VI | 180,545 | $7.8M | 1.64% | -34,915 | |
| 16 | VYMIVANGUARD WHITEHALL FDS | 74,764 | $6.7M | 1.41% | +11K | |
| 17 | AVGOBROADCOM INC | 18,993 | $6.6M | 1.38% | -930 | |
| 18 | AAPLAPPLE INC | 23,460 | $6.4M | 1.34% | +652 | |
| 19 | DHSWISDOMTREE TR | 59,008 | $6.0M | 1.26% | -968 | |
| 20 | RSPINVESCO EXCHANGE TRADED FD T | 30,989 | $5.9M | 1.24% | -6,782 | |
| 21 | LRCXLAM RESEARCH CORP | 32,111 | $5.5M | 1.15% | -1,553 | |
| 22 | MUBISHARES TR | 48,965 | $5.2M | 1.10% | -856 | |
| 23 | DMAYFIRST TR EXCHNG TRADED FD VI | 113,880 | $5.2M | 1.08% | — | |
| 24 | MSFTMICROSOFT CORP | 10,358 | $5.0M | 1.05% | +296 | |
| 25 | VONEVANGUARD SCOTTSDALE FDS | 15,303 | $4.7M | 0.99% | +5K |
Quarterly Changes
New Positions
Increased Positions
Sector Breakdown
Financial ServicesNaN% ($InfinityT)
Technology0.0% ($6.573637754965009e+47T)
Unknown0.0% ($9.780285527251663e+41T)
Industrials0.0% ($2.5272045190617727e+27T)
Healthcare0.0% ($2.7862598252623133e+23T)
Consumer Defensive0.0% ($2.094198519471666e+22T)
Energy0.0% ($431729312311850696704.0T)
Consumer Cyclical0.0% ($31722461181.2T)
Communication Services0.0% ($14351224.0T)
Utilities0.0% ($18.9T)
Basic Materials0.0% ($1.3B)
Filing History
Fund Information
PRECEDENT WEALTH PARTNERS, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $476.8M across 171 holdings. The largest position is VANGUARD TAX-MANAGED FDS (VEA), representing 6.0% of the portfolio. Compared to the previous quarter, the fund opened 9 new positions and closed 6 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.