Precedent Wealth Partners, LLC Portfolio Holdings

Precedent Wealth Partners, LLC

  • $408 Billion
  • Q2 2025

Precedent Wealth Partners, LLC has filed its 13F form on July 21, 2025 for Q2 2025 where it was disclosed a total value porftolio of $408 Billion distributed in 171 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $24.8B, Vanguard Ftse Developed Market with a value of $20.3B, Wisdomtree Tr U.S. Midcap Divi with a value of $14B, Ishares Core S&P 500 ETF with a value of $12B, and Ft Tr ETF Viii Ft Cboe Vest Us with a value of $10.9B.

Examining the 13F form we can see an increase of $48B in the current position value, from $360B to 408B.

Precedent Wealth Partners, LLC is based out at Houston, TX

Below you can find more details about Precedent Wealth Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $408 Billion
ETFs: $269 Billion
Technology: $25.5 Billion
Industrials: $12.1 Billion
Financial Services: $11.1 Billion
Consumer Defensive: $11 Billion
Healthcare: $10.7 Billion
Consumer Cyclical: $9.39 Billion
Energy: $9.23 Billion
Other: $9.91 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$24.8 Billion 6.07% of portfolio
81,512
Q2 2025 Reduced 2.33%
$0
$20.3 Billion 4.98% of portfolio
356,922
Q2 2025 Added 46.43%
$0
$14 Billion 3.43% of portfolio
279,484
Q2 2025 Added 4.42%
$0
$12 Billion 2.95% of portfolio
19,379
Q2 2025 Reduced 10.89%
$0
$10.9 Billion 2.66% of portfolio
243,657
Q2 2025 Added 2.89%
$0
$10.8 Billion 2.65% of portfolio
207,801
Q2 2025 Reduced 6.32%
$0
$10.7 Billion 2.61% of portfolio
119,201
Q2 2025 Reduced 0.55%
$0
$10.4 Billion 2.54% of portfolio
76,372
Q2 2025 Reduced 0.25%
$0
$8.81 Billion 2.16% of portfolio
15,504
Q2 2025 Added 18.09%
$0
$8.78 Billion 2.15% of portfolio
217,641
Q2 2025 Added 10.45%
$0
$8.52 Billion 2.09% of portfolio
137,387
Q2 2025 Reduced 6.39%
$0
$7.74 Billion 1.89% of portfolio
78,742
Q2 2025 Added 7.73%
$0
$7.55 Billion 1.85% of portfolio
214,049
Q2 2025 Added 6.89%
First Tr Exchng Traded Fd Vi
-
$7.42 Billion 1.82% of portfolio
-
Q2 2025 Reduced 0.71%
$0
$5.99 Billion 1.47% of portfolio
32,968
Q2 2025 Added 20.88%
$0
$5.76 Billion 1.41% of portfolio
60,052
Q2 2025 Reduced 3.54%
$0
$5.13 Billion 1.26% of portfolio
49,077
Q2 2025 Reduced 9.86%
$3.82T
$4.87 Billion 1.19% of portfolio
9,791
Q2 2025 Added 7.36%
$0
$4.88 Billion 1.19% of portfolio
113,880
Q2 2025 New
$3.4T
$4.67 Billion 1.14% of portfolio
22,779
Q2 2025 Added 4.85%
$0
$4.49 Billion 1.1% of portfolio
56,023
Q2 2025 Added 16.25%
$0
$4.22 Billion 1.03% of portfolio
99,914
Q2 2025 Reduced 3.76%
$0
$4.15 Billion 1.02% of portfolio
12,223
Q2 2025 Reduced 12.28%
$0
$4.11 Billion 1.01% of portfolio
50,497
Q2 2025 Added 8.34%
$470B
$3.66 Billion 0.9% of portfolio
33,938
Q2 2025 Reduced 30.42%
$0
$3.52 Billion 0.86% of portfolio
30,841
Q2 2025 New
$871B
$3.43 Billion 0.84% of portfolio
11,847
Q2 2025 Added 8.72%
$0
$3.37 Billion 0.83% of portfolio
5,951
Q1 2025 Added 7.77%
$0
$3.24 Billion 0.79% of portfolio
156,969
Q2 2025 Added 11.01%
First Tr Exchng Traded Fd Vi
-
$3.24 Billion 0.79% of portfolio
-
Q2 2025 Added 52.75%
$0
$3.2 Billion 0.78% of portfolio
126,582
Q2 2025 Added 11.17%
Lam Research Corp
-
$3.17 Billion 0.78% of portfolio
-
Q2 2025 Added 13.25%
$0
$3.12 Billion 0.76% of portfolio
148,060
Q2 2025 Added 11.33%
$0
$3.08 Billion 0.75% of portfolio
140,083
Q2 2025 Added 11.44%
$0
$3.07 Billion 0.75% of portfolio
131,551
Q2 2025 Added 11.45%
$0
$3.05 Billion 0.75% of portfolio
125,616
Q2 2025 Added 11.39%
$0
$3.07 Billion 0.75% of portfolio
120,733
Q2 2025 Added 11.32%
$0
$3.02 Billion 0.74% of portfolio
128,734
Q2 2025 Added 11.75%
$0
$3.02 Billion 0.74% of portfolio
140,313
Q2 2025 Added 8.08%
$0
$3.03 Billion 0.74% of portfolio
124,753
Q2 2025 Added 11.4%
$0
$2.99 Billion 0.73% of portfolio
128,670
Q2 2025 Added 8.43%
First Tr Exchng Traded Fd Vi
-
$2.88 Billion 0.71% of portfolio
-
Q2 2025 Reduced 1.32%
Invesco Exch Trd Slf Idx Fd
-
$2.87 Billion 0.7% of portfolio
-
Q2 2025 Added 13.08%
$12.5B
$2.79 Billion 0.68% of portfolio
17,061
Q2 2025 Added 14.29%
$0
$2.69 Billion 0.66% of portfolio
118,476
Q2 2025 Added 8.34%
First Tr Exchng Traded Fd Vi
-
$2.66 Billion 0.65% of portfolio
-
Q2 2025 Added 4.49%
$0
$2.62 Billion 0.64% of portfolio
111,085
Q2 2025 Added 9.94%
$0
$2.56 Billion 0.63% of portfolio
101,510
Q2 2025 Reduced 0.96%
$0
$2.56 Billion 0.63% of portfolio
13,204
Q1 2025 Reduced 1.5%

Summary

  • Portfolio
  • No. of Stocks 171
  • Current Value $408 Billion
  • Prior Value $360 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 21, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 24 stocks
  • Additional Purchases 92 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 44 stocks
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