PRECEDENT WEALTH PARTNERS, LLC
CIK: 0002008666SEC EDGAR →
Portfolio Value
$476.8M
Holdings
171
As of
Q4 2025
New Positions
8
Closed Positions
11
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD TAX-MANAGED FDS | 455,712 | $28.5M | 5.97% |
| 2 | VANGUARD INDEX FDS | 81,163 | $27.2M | 5.71% |
| 3 | VANGUARD INDEX FDS | 20,782 | $13.0M | 2.73% |
| 4 | WISDOMTREE TR | 251,334 | $13.0M | 2.72% |
| 5 | ISHARES TR | 18,693 | $12.8M | 2.69% |
| 6 | INVESCO EXCHANGE TRADED FD T | 201,085 | $11.9M | 2.50% |
| 7 | ISHARES TR | 120,759 | $11.6M | 2.43% |
| 8 | SPDR SER TR | 71,737 | $10.0M | 2.09% |
| 9 | FIRST TR EXCHANGE-TRADED FD | 257,587 | $9.9M | 2.07% |
| 10 | FIRST TR EXCHNG TRADED FD VI | 297,765 | $9.8M | 2.05% |
Quarterly Changes
New Positions (9)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 88 | $345.8M | 72.5% |
| Technology | 16 | $35.5M | 7.4% |
| Unknown | 15 | $23.7M | 5.0% |
| Industrials | 10 | $14.2M | 3.0% |
| Healthcare | 9 | $13.7M | 2.9% |
| Energy | 9 | $12.8M | 2.7% |
| Consumer Defensive | 9 | $11.2M | 2.3% |
| Consumer Cyclical | 5 | $10.2M | 2.1% |
| Communication Services | 5 | $4.8M | 1.0% |
| Utilities | 3 | $3.4M | 0.7% |
| Basic Materials | 2 | $1.5M | 0.3% |