13F Insight
DOSSIER · 13F-HR · Q1 2026

PRECEDENT WEALTH PARTNERS, LLC

PRECEDENT WEALTH's asset manager based in Greenwich, CT — $500M in tracked AUM across 166 positions as of Q1 2026.

PW
PRECEDENT WEALTH·Greenwich, CT·Asset Manager
CIK 0002008666 · last filed Mar 31, 2026
Total AUM
$500M
▲ 1.7%
vs prior
Holdings
166
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
Top sector
Tech
44% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

PRECEDENT WEALTH PARTNERS, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VEA
VANGUARD TAX-MANAGED FDS
$32M507K6.5%
02
VTI
VANGUARD INDEX FDS
$26M81K5.2%
03
DECM
FIRST TR EXCHNG TRADED FD VI
$18M542K3.5%
04
VOO
VANGUARD INDEX FDS
$13M22K2.6%
05
IVV
ISHARES TR
$13M20K2.6%
06
DON
WISDOMTREE TR
$12M231K2.4%
07
EFA
ISHARES TR
$12M123K2.4%
08
SDVY
FIRST TR EXCHANGE-TRADED FD
$12M293K2.3%
09
XMHQ
INVESCO EXCHANGE TRADED FD T
$11M109K2.2%
10
DXJ
WISDOMTREE TR
$11M70K2.2%

Filing history

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