Precedent Wealth Partners, LLC has filed its 13F form on October 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $454 Billion distributed in 168 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 $26.7B, Vanguard Ftse Developed Market with a value of $24.4B, Wisdomtree Tr U.S. Midcap Divi with a value of $14.4B, Ishares Core S&P 500 ETF with a value of $12.8B, and Invesco Exchange Traded Fd Tr with a value of $12.1B.
Examining the 13F form we can see an increase of $45.9B in the current position value, from $408B to 454B.
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
$454 Billion
ETFs: $296 Billion
Technology: $29.1 Billion
Industrials: $13.6 Billion
Financial Services: $12.6 Billion
Energy: $12.2 Billion
Healthcare: $12 Billion
Consumer Defensive: $11.7 Billion
Consumer Cyclical: $10.7 Billion
Other: $10.7 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
