13F Pro13F Pro

PRECEDENT WEALTH PARTNERS, LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 2008666
Institutional-grade research for retail investors

Sector Allocation

  • Other55.2%$359.3M
  • Financials19.2%$125.0M
  • Technology10.2%$66.4M
  • Healthcare3.3%$21.3M
  • Consumer Discretionary2.7%$17.6M
  • Energy2.6%$17.3M
  • Consumer Staples2.5%$16.5M
  • Industrials2.1%$13.8M
  • Utilities0.7%$4.8M
  • Communication Services0.7%$4.7M

AUM History

13fpro.ai/research/fund/precedent-wealth-partners-llc-2008666

Conviction and streaks

Stable · top 10 = 31.3%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

Largest positions — Q3 2026

  • VANGUARD
    $45.0M
  • VANGUARD
    $33.2M
  • VANGUARD
    $24.9M
  • FIRST
    $16.2M
  • ISHARES
    $15.2M
  • WTWT
    $15.0M
  • FIRST
    $14.0M
  • ISHARES
    $13.9M
  • FIRST
    $13.4M
  • FIDELITY
    $12.8M
  • WTWT
    $12.2M
  • LRCXLRCX
    $11.3M
  • IVZIVZ
    $10.6M
  • VANGUARD
    $10.1M
  • ISHARES
    $10.1M
  • AAPLAAPL
    $10.0M
  • IVZIVZ
    $9.4M
  • SPDR
    $9.3M
  • VANGUARD
    $7.7M
  • AVGOAVGO
    $7.5M

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/precedent-wealth-partners-llc-2008666

PRECEDENT WEALTH PARTNERS, LLC 13F holdings — Q3 2026

$651.0M portfolio (+8.2% QoQ) · 207 holdings · Q3 2026 13F · top 10 are 31% of the stock portfolio

  • 1

    VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT

    $45.0M

    6.9% of stocks

    +11%This quarter—Since filed—Held
    AIQuality—Est. buy—
  • 2

    VANGUARD INDEX FDS - MRNGSTR TTL STK

    $33.2M

    5.1% of stocks

    +7%This quarter—Since filed—Held
    AIQuality—Est. buy—
  • 3

    VANGUARD INDEX FDS - S&P 500 ETF SHS

    $24.9M

    3.8% of stocks

    +24%This quarter—Since filed—Held
    AIQuality—Est. buy—
  • 4

    FIRST TR EXCHANGE TRADED FD - SMID RISNG ETF

    $16.2M

    2.5% of stocks

    +20%This quarter—Since filed—Held
    AIQuality—Est. buy—
  • 5

    ISHARES TR - CORE S&P500 ETF

    $15.2M

    2.3% of stocks

    +0.1%This quarter—Since filed—Held
    AIQuality—Est. buy—
  • $15.0M

    2.3% of stocks

    +9%This quarter-3.6%Since filed8+ qtrsHeld
  • 7

    FIRST TR EXCHANGE TRADED FD - RBA INDL ETF

    $14.0M

    2.2% of stocks

    +22%This quarter—Since filed—Held
    AIQuality—Est. buy—
  • 8

    ISHARES TR - MSCI EAFE ETF

    $13.9M

    2.1% of stocks

    +6%This quarter—Since filed—Held
    AIQuality—Est. buy—
  • 9

    FIRST TR EXCHNG TRADED FD VI - VEST US EQUITY M

    $13.4M

    2.1% of stocks

    +6250%This quarter—Since filed—Held
    AIQuality—Est. buy—
  • 10

    FIDELITY COVINGTON TRUST - FUN SMA MID ETF

    $12.8M

    2.0% of stocks

    +74%This quarter—Since filed—Held
    AIQuality—Est. buy—

All holdings — PRECEDENT WEALTH PARTNERS, LLC (Q3 2026)

207 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

Company
WT$WTWisdomTree, Inc.$12.2M+0.9%
LRCX$LRCXLAM RESEARCH CORP$11.3M+1%
IVZ$IVZInvesco Ltd.$10.6M-4%
— VANGUARD WHITEHALL FDS - INTL HIGH ETFetf/fund$10.1M+6%
— ISHARES TR - CORE S&P MCP ETFetf/fund$10.1M+14%
AAPL$AAPLApple Inc.$10.0M+11%
IVZ$IVZInvesco Ltd.$9.4M+45%
— SPDR SERIES TRUST - ST STR SP DIVetf/fund$9.3M+0.6%
— VANGUARD SCOTTSDALE FDS - VNG RUS1000IDXetf/fund$7.7M+3%
AVGO$AVGOBroadcom Inc.$7.5M-2%
— FIRST TR EXCHNG TRADED FD VI - FT LADDE MAX ETFetf/fund$7.3M+5%
MSFT$MSFTMICROSOFT CORP$7.3M+8%
— FIRST TR EXCHNG TRADED FD VI - FT VEST DEEP ETFetf/fund$6.6M+9%
WT$WTWisdomTree, Inc.$6.4M+4%
— ISHARES TR - NATIONAL MUN ETFetf/fund$6.4M+12%

What changed in Q3 2026

Against the previous quarter's 13F: 28 new, 129 added to, 37 trimmed, 28 sold out. Share-count changes; largest moves by dollar size first.

New positions (28)

  • J P MORGAN EXCHANGE TRADED F - CORE PLUS BD ETF$5.0M

    first bought this quarter

  • ISHARES TR - 0-3 MTH TREASURY$3.3M

    first bought this quarter

  • CL$CLCOLGATE PALMOLIVE CO$2.3M

    first bought this quarter

  • SCI$SCISERVICE CORP INTERNATIONAL$2.2M

    first bought this quarter

  • NEE$NEENEXTERA ENERGY INC$1.9M

    first bought this quarter

  • PIMCO ETF TR - INTER MUN BD ACT$1.6M

    first bought this quarter

+22 more in the Excel export

Added to (129)

  • FIRST TR EXCHNG TRADED FD VI - VEST US EQUITY M+6250%

    now $13.4M

  • FIDELITY COVINGTON TRUST - FUN SMA MID ETF+74%

    now $12.8M

  • VANGUARD INDEX FDS - S&P 500 ETF SHS+24%

    now $24.9M

  • VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT+11%

    now $45.0M

  • FIRST TR EXCHANGE TRADED FD - SMID RISNG ETF+20%

    now $16.2M

  • FIRST TR EXCHANGE TRADED FD - RBA INDL ETF+22%

    now $14.0M

+123 more in the Excel export

Trimmed (37)

  • FIRST TR EXCHNG TRADED FD VI - FT VEST MAX DECE-94%

    now $858K

  • MCD$MCDMCDONALDS CORP-79%

    now $498K · held 8+ qtrs

  • DUK$DUKDuke Energy CORP-69%

    now $742K · held 8+ qtrs

  • PANW$PANWPalo Alto Networks Inc-66%

    now $231K · held 2 qtrs

  • PM$PMPhilip Morris International Inc.-48%

    now $482K · held 2 qtrs

  • C$CCITIGROUP INC-62%

    now $266K · held 2 qtrs

+31 more in the Excel export

Sold out (28)

  • FIRST TR EXCHNG TRADED FD VI - FT VEST USwas $5.6M
  • SPDR SER TR - PORTFOLIO AGRGTEwas $3.7M
  • FIRST TR EXCHNG TRADED FD VI - FT VEST USwas $2.1M
  • KR$KRKROGER COwas $1.9M
  • SELECT SECTOR SPDR TR - TECHNOLOGYwas $576K
  • STEL$STELStellar Bancorp, Inc.was $539K

+22 more in the Excel export

Firm AUM (Form ADV): $685.0M as of 2025-12-31 · SEC IAPD

Holdings by quarter

Every 13F PRECEDENT WEALTH PARTNERS, LLC has filed, 11 earlier quarters. Pick one to see what it held then.

Email me the moment this fund files its next 13FPro

Is it too late to follow PRECEDENT WEALTH PARTNERS?

Q3 2026 13F filed with the SEC on Oct 21, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of PRECEDENT WEALTH PARTNERS's top 20 holdings: 69/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)

Top 10 since filing

-2.9%

Value-weighted move of the 10 largest stock positions

Turnover

8%

Last quarter; 21% over the last 4

Top 10 weight

31%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

92%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured
  • Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
  • Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
  • Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
  • Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
  • Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

PRECEDENT WEALTH PARTNERS, LLC disclosed 207 positions worth $651.0M in its Form 13F-HR for Q3 2026. During the quarter the fund opened 28 new positions and exited 28. The portfolio is most concentrated in Other (55.2% of disclosed assets). All figures are sourced directly from PRECEDENT WEALTH PARTNERS, LLC’s Form 13F-HR filing with the SEC under CIK 2008666.

Browse Top Institutional Investors

13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.

to search all 8,700+ institutional filers.

AI-Powered Hedge Fund Analysis: PRECEDENT WEALTH PARTNERS, LLC

13F Pro is an AI hedge fund tracker and stock research platform. For PRECEDENT WEALTH PARTNERS, LLC (SEC CIK: 2008666), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in PRECEDENT WEALTH PARTNERS, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.