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.
