PRECEDENT WEALTH PARTNERS, LLC
โขCIK: 2008666โขFiling: Q4 2025
**PRECEDENT WEALTH PARTNERS, LLC** manages $477M across a diversified portfolio of 171 positions. The fund exhibits significant exposure to broad market indices, notably holding $28.5M in VEA and $27.2M in VTI. Key allocations also include substantial positions in VOO ($13.0M) and DON ($13.0M), alongside sector bets such as XLG ($11.9M) and EFA ($11.6M). This structure suggests a core mandate focused on global equity diversification with tactical tilts toward specific market segments.
Total AUM
$476.8M
QoQ Performance
+5.0%
Positions
104
Top 10 Concentration
31.0%
Latest Filing
Q4 2025
Top Holdings Allocation
VEA
VTI
VEA6.0%
VTI5.7%
VOO2.7%
DON2.7%
IVV2.7%
XLG2.5%
EFA2.4%
SDY2.1%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other74.7%
Technology7.9%
ETF5.7%
Financial2.6%
Healthcare2.6%
Consumer1.7%
Energy1.3%
Industrial1.3%
๐ช Exited Positionssold since Q3 2025
โ
INVESCO EXCH TRD SLF IDX FD
SOLD
$1.7M
+1 more exited positions
Changes from Q3 2025
NEW9 new positions
โ92 increased
โ50 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023