13F Insight
DOSSIER · 13F-HR · Q2 2026

PRECEDENT WEALTH PARTNERS, LLC

$601M in tracked AUM across 207 positions as of Q2 2026.

PW
CIK 0002008666 · last filed Jun 30, 2026
Total AUM
$601M
as of Q2 2026
Holdings
207
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

PRECEDENT WEALTH PARTNERS, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VEA
VANGUARD TAX-MANAGED FDS
$41M574K6.8%02
VTI
VANGUARD INDEX FDS
$31M83K5.1%03
VOO
VANGUARD INDEX FDS
$20M29K3.3%04
AIRR
FIRST TR EXCHANGE-TRADED FD
$15M111K2.5%05
IVV
ISHARES TR
$15M20K2.5%06
LRCX
LAM RESEARCH CORP
$15M34K2.5%07
SDVY
FIRST TR EXCHANGE-TRADED FD
$14M333K2.4%08
DECM
FIRST TR EXCHNG TRADED FD VI
$14M404K2.3%09
DXJ
WISDOMTREE TR
$13M76K2.2%10
EFA
ISHARES TR
$13M126K2.2%

Filing history

2026Q2Jun 30
$601M▲ 20.4%
207 positionsView →2026Q1Mar 31
$500M▲ 4.8%
166 positionsView →2025Q4Dec 31
$477M▲ 96.3%
171 positionsView →2025Q3Sep 30
$243M▼ 40.5%
93 positionsView →2025Q2Jun 30
$408M▲ 13.3%
171 positionsLocked2025Q1Mar 31
$360M▲ 17.5%
155 positionsLocked2024Q4Dec 31
$306M▲ 1.1%
148 positionsLocked2024Q3Sep 30
$303M▲ 22.1%
142 positionsLocked2024Q2Jun 30
$248M▲ 6.7%
134 positionsLocked2024Q1Mar 31
$233M▲ 18.3%
133 positionsLocked2023Q4Dec 31
$197M—
131 positionsLocked