Precedent Wealth Partners, LLC Portfolio Holdings

Precedent Wealth Partners, LLC

  • $454 Billion
  • Q3 2025

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 Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$138 Million 0.03% of portfolio
10,951
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 168
  • Current Value $454 Billion
  • Prior Value $408 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 8 stocks
  • Additional Purchases 93 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 43 stocks
Track This Portfolio

Track Precedent Wealth Partners, LLC Portfolio

Follow Precedent Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Precedent Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Precedent Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email