PRECEDENT WEALTH PARTNERS, LLC
CIK 2008666
13F filing for Q2 2026・No. 3,510
- Holdings
- US$601.38M
- Quarter change
- +US$101.78M
- Entries
- 207
- Net bought (estimate)
- +US$56.58M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 52
- Sold out 11
- Cut 36
- Added 113
- Corporate actions 0
- Unchanged 6
Largest holdings
207 stocks worth US$601.38M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT | Added | 574,081 | US$40.9M | 6.80% |
| VANGUARD INDEX FDSTOTAL STK MKT | Added | 82,664 | US$30.59M | 5.09% |
| VOOVanguard S&P 500 ETFS&P 500 ETF SHS | Added | 28,604 | US$19.65M | 3.27% |
| FIRST TR EXCHANGE-TRADED FDRBA INDL ETF | Added | 111,326 | US$14.83M | 2.47% |
| IVVISHARES TRCORE S&P500 ETF | Cut | 19,774 | US$14.81M | 2.46% |
| LRCXLAM RESEARCH CORPCOM NEW | Added | 34,102 | US$14.78M | 2.46% |
| FIRST TR EXCHANGE-TRADED FDSMID RISNG ETF | Added | 333,482 | US$14.39M | 2.39% |
| FIRST TR EXCHNG TRADED FD VIFT VEST US EQUIT | Cut | 403,734 | US$13.61M | 2.26% |
| WISDOMTREE TRJAPN HEDGE EQT | Added | 76,074 | US$13.2M | 2.20% |
| EFAISHARES TRMSCI EAFE ETF | Added | 126,313 | US$13.12M | 2.18% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 21, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.