Precedent Wealth Partners, LLC Portfolio Holdings

Precedent Wealth Partners, LLC

  • $477 Billion
  • Q4 2025

Precedent Wealth Partners, LLC has filed its 13F form on January 07, 2026 for Q4 2025 where it was disclosed a total value porftolio of $477 Billion distributed in 171 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Ftse Developed Market with a value of $28.5B, Vanguard Total Stock Market Et with a value of $27.2B, Vanguard Index Fds S&P 500 ETF with a value of $13B, Wisdomtree Tr U.S. Midcap Divi with a value of $13B, and Ishares Core S&P 500 ETF with a value of $12.8B.

Examining the 13F form we can see an increase of $22.7B in the current position value, from $454B to 477B.

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 $477 Billion
ETFs: $306 Billion
Technology: $29.8 Billion
Industrials: $13.9 Billion
Healthcare: $13.7 Billion
Financial Services: $13.3 Billion
Energy: $12.8 Billion
Consumer Defensive: $12.5 Billion
Consumer Cyclical: $10.2 Billion
Other: $10.8 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.89 Billion 0.61% of portfolio
122,388
Q4 2025 Reduced 4.89%
$303B
$2.93 Billion 0.61% of portfolio
19,237
Q4 2025 Added 0.32%
First Tr Exchng Traded Fd Vi
-
$2.86 Billion 0.6% of portfolio
-
Q4 2025 Reduced 1.27%
$413B
$2.76 Billion 0.58% of portfolio
50,097
Q4 2025 Added 2.74%
$0
$2.77 Billion 0.58% of portfolio
13,149
Q4 2025 Added 0.1%
$414B
$2.79 Billion 0.58% of portfolio
12,194
Q4 2025 Added 3.76%
$0
$2.74 Billion 0.58% of portfolio
97,181
Q4 2025 Added 3.81%
First Tr Exchng Traded Fd Vi
-
$2.73 Billion 0.57% of portfolio
-
Q4 2025 Reduced 0.17%
$183B
$2.6 Billion 0.55% of portfolio
7,940
Q4 2025 Added 4.9%
$0
$2.6 Billion 0.54% of portfolio
18,085
Q4 2025 Added 0.07%
$522B
$2.53 Billion 0.53% of portfolio
12,211
Q4 2025 Added 3.21%
$291B
$2.53 Billion 0.53% of portfolio
4,412
Q4 2025 Reduced 1.3%
$224B
$2.46 Billion 0.52% of portfolio
8,055
Q4 2025 Added 6.56%
$0
$2.38 Billion 0.5% of portfolio
12,479
Q4 2025 New
$187B
$2.36 Billion 0.49% of portfolio
13,784
Q4 2025 Added 5.5%
$235B
$2.31 Billion 0.49% of portfolio
21,975
Q4 2025 Added 9.72%
$61.6B
$2.31 Billion 0.48% of portfolio
84,092
Q4 2025 Added 3.95%
$0
$2.23 Billion 0.47% of portfolio
44,319
Q4 2025 Reduced 5.33%
$23.5B
$2.09 Billion 0.44% of portfolio
15,772
Q4 2025 Added 8.68%
$62.7B
$2.08 Billion 0.44% of portfolio
26,378
Q4 2025 Added 7.53%
$123B
$2.05 Billion 0.43% of portfolio
4,228
Q4 2025 Added 8.3%
$104B
$1.99 Billion 0.42% of portfolio
34,434
Q4 2025 Added 5.3%
$465B
$1.96 Billion 0.41% of portfolio
10,507
Q4 2025 Added 1.73%
$47.8B
$1.95 Billion 0.41% of portfolio
31,178
Q4 2025 Added 5.47%
$96.4B
$1.89 Billion 0.4% of portfolio
16,119
Q4 2025 Added 8.08%
$104B
$1.91 Billion 0.4% of portfolio
7,411
Q4 2025 Added 1.79%
$74.3B
$1.87 Billion 0.39% of portfolio
8,955
Q4 2025 Added 5.38%
$152B
$1.82 Billion 0.38% of portfolio
6,771
Q4 2025 Added 0.68%
$367B
$1.81 Billion 0.38% of portfolio
5,268
Q4 2025 Added 8.75%
$8.21B
$1.77 Billion 0.37% of portfolio
26,510
Q4 2025 Added 4.94%
$0
$1.69 Billion 0.36% of portfolio
49,433
Q4 2025 Reduced 3.5%
$0
$1.7 Billion 0.36% of portfolio
29,739
Q4 2025 New
$177B
$1.74 Billion 0.36% of portfolio
10,018
Q4 2025 Reduced 5.04%
First Tr Exchange Traded Fd
-
$1.66 Billion 0.35% of portfolio
-
Q4 2025 Added 7.38%
$26.3B
$1.67 Billion 0.35% of portfolio
9,157
Q4 2025 Added 9.93%
$0
$1.68 Billion 0.35% of portfolio
29,682
Q4 2025 Added 16.4%
$0
$1.6 Billion 0.34% of portfolio
11,324
Q4 2025 Added 1.25%
$74.9B
$1.62 Billion 0.34% of portfolio
6,588
Q4 2025 Added 9.42%
$182B
$1.56 Billion 0.33% of portfolio
2,357
Q4 2025 Added 11.71%
$68.9B
$1.6 Billion 0.33% of portfolio
5,525
Q4 2025 Added 15.68%
$306B
$1.51 Billion 0.32% of portfolio
21,534
Q4 2025 Added 15.84%
$0
$1.46 Billion 0.31% of portfolio
12,847
Q4 2025 Added 1.72%
$1.65T
$1.44 Billion 0.3% of portfolio
4,587
Q4 2025 Added 2.34%
$2.39T
$1.43 Billion 0.3% of portfolio
6,187
Q4 2025 Reduced 2.89%
$0
$1.37 Billion 0.29% of portfolio
49,925
Q4 2025 Added 1.33%
$0
$1.4 Billion 0.29% of portfolio
2,059
Q2 2025 Added 5.21%
$41.4B
$1.36 Billion 0.28% of portfolio
13,875
Q4 2025 Reduced 4.4%
$0
$1.33 Billion 0.28% of portfolio
27,060
Q4 2025 Reduced 4.22%
$172B
$1.26 Billion 0.27% of portfolio
31,028
Q4 2025 Reduced 3.32%

Summary

  • Portfolio
  • No. of Stocks 171
  • Current Value $477 Billion
  • Prior Value $454 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 07, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 9 stocks
  • Additional Purchases 92 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 50 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