§ 13F · FUND PROFILE
PRECEDENT WEALTH PARTNERS, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $454M (13F)Positions · 168Turnover · — · Q1Filed · Apr 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$5M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | 507K | $32M | 6.5% | +11% |
| 2 | VTI | VANGUARD INDEX FDS | 81K | $26M | 5.2% | ±0% |
| 3 | DECM | FIRST TR EXCHNG TRADED FD VI | 542K | $18M | 3.5% | +82% |
| 4 | VOO | VANGUARD INDEX FDS | 22K | $13M | 2.6% | +6% |
| 5 | IVV | ISHARES TR | 20K | $13M | 2.6% | +7% |
| 6 | DON | WISDOMTREE TR | 231K | $12M | 2.4% | −8% |
| 7 | EFA | ISHARES TR | 123K | $12M | 2.4% | +2% |
| 8 | SDVY | FIRST TR EXCHANGE-TRADED FD | 293K | $12M | 2.3% | +14% |
| 9 | XMHQ | INVESCO EXCHANGE TRADED FD T | 109K | $11M | 2.2% | +14% |
| 10 | DXJ | WISDOMTREE TR | 70K | $11M | 2.2% | +23% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PRECEDENT SIGNAL
AC read
PRECEDENT WEALTH PARTNERS, LLC is a Other fund managing $454 million in assets. The fund runs a portfolio of 168 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed