PRECEDENT WEALTH PARTNERS, LLC - Portfolio Stock Holdings
PRECEDENT WEALTH PARTNERS, LLC disclosed 237 stock positions in a recent SEC 13F filing. $640,995,656 of stock holdings were filed, with the largest holdings including VEA, VTI, and VOO. This filing represented positions held on Sept. 30, 2026, and was filed today.We estimate the fund has a total AUM of $685,046,783 and has 12 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
237Est. Stock Holding Value:
$640,995,656Top Stock Holdings By Sector
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Portfolio Stock Holdings - PRECEDENT WEALTH PARTNERS, LLC
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% of Portfolio
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