§ 13F · FUND PROFILE
PRECEDENT WEALTH PARTNERS, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $408.2T (13F)Positions · 171Turnover · — · Q4Filed · Jan 7, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$8.8T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | 456K | $28.5T | 6.0% | +12% |
| 2 | VTI | VANGUARD INDEX FDS | 81K | $27.2T | 5.7% | ±0% |
| 3 | VOO | VANGUARD INDEX FDS | 21K | $13.0T | 2.7% | +12% |
| 4 | DON | WISDOMTREE TR | 251K | $13.0T | 2.7% | −9% |
| 5 | IVV | ISHARES TR | 19K | $12.8T | 2.7% | −3% |
| 6 | XLG | INVESCO EXCHANGE TRADED FD T | 201K | $11.9T | 2.5% | −4% |
| 7 | EFA | ISHARES TR | 121K | $11.6T | 2.4% | ±0% |
| 8 | SDY | SPDR SER TR | 72K | $10.0T | 2.1% | −9% |
| 9 | SDVY | FIRST TR EXCHANGE-TRADED FD | 258K | $9.9T | 2.1% | +5% |
| 10 | DECM | FIRST TR EXCHNG TRADED FD VI | 298K | $9.8T | 2.1% | +24% |
§ 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 $408217.8 trillion in assets. The fund runs a portfolio of 171 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed