§ 13F · FUND PROFILE
PRECEDENT WEALTH PARTNERS, LLC.
AUM · $601M (13F)Positions · 207Turnover · n/a · Q2Filed · Jul 21, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$34M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | 574K | $41M | 6.8% | +13% |
| 2 | VTI | VANGUARD INDEX FDS | 83K | $31M | 5.1% | +2% |
| 3 | VOO | VANGUARD INDEX FDS | 29K | $20M | 3.3% | +30% |
| 4 | AIRR | FIRST TR EXCHANGE-TRADED FD | 111K | $15M | 2.5% | +12% |
| 5 | IVV | ISHARES TR | 20K | $15M | 2.5% | −1% |
| 6 | LRCX | LAM RESEARCH CORP | 34K | $15M | 2.5% | +8% |
| 7 | SDVY | FIRST TR EXCHANGE-TRADED FD | 333K | $14M | 2.4% | +14% |
| 8 | DECM | FIRST TR EXCHNG TRADED FD VI | 404K | $14M | 2.3% | −25% |
| 9 | DXJ | WISDOMTREE TR | 76K | $13M | 2.2% | +8% |
| 10 | EFA | ISHARES TR | 126K | $13M | 2.2% | +3% |
§ 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 $601 million in assets. The fund runs a broad portfolio of 207 positions.
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