13F Insight
DOSSIER · 13F-HR · Q3 2026

PRECEDENT WEALTH PARTNERS, LLC

$651M in tracked AUM across 207 positions as of Q3 2026.

PW
CIK 0002008666 · last filed Sep 30, 2026
Total AUM
$651M
as of Q3 2026
Holdings
207
—
positions
Whale Score
46
46
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

PRECEDENT WEALTH PARTNERS, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
VEA
VANGUARD TAX-MANAGED FDS
$45M637K6.9%02
VTI
VANGUARD INDEX FDS
$33M89K5.1%03
VOO
VANGUARD INDEX FDS
$25M36K3.8%04
SDVY
FIRST TR EXCHANGE TRADED FD
$16M400K2.5%05
IVV
ISHARES TR
$15M20K2.3%06
DXJ
WISDOMTREE TR
$15M83K2.3%07
AIRR
FIRST TR EXCHANGE TRADED FD
$14M136K2.2%08
EFA
ISHARES TR
$14M133K2.1%09
AUGM
FIRST TR EXCHNG TRADED FD VI
$13M379K2.1%10
FFSM
FIDELITY COVINGTON TRUST
$13M379K2.0%

Filing history

2026Q3Sep 30
$651M▲ 8.2%
207 positionsView →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 positionsLocked2025Q2Jun 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