PRECEDENT WEALTH PARTNERS, LLC
All 13F Filings
- Location
- Houston, TX
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 499,602
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/14/2026 | 166 | 499,602 | 13F-HR | PRECEDENT WEALTH PARTNERS, LLC |
| Q4 2025 | 1/7/2026 | 171 | 476,827 | 13F-HR | PRECEDENT WEALTH PARTNERS, LLC |
| Q3 2025 | 10/14/2025 | 168 | 454,096 | 13F-HR | PRECEDENT WEALTH PARTNERS, LLC |
| Q2 2025 | 7/21/2025 | 171 | 408,218 | 13F-HR | PRECEDENT WEALTH PARTNERS, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 211 K | 42.2% | 0 | 133.6 K | -133.6 K |
| ETFs | 264.2 K | 52.9% | 155.6 K | 0 | 155.6 K |
| Debt | 24.45 K | 4.9% | 763 | 0 | 763 |
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Fund Snapshot
Q1 2026
Latest filed
4/14/2026
Total value ($000)
499,602
Holdings
166
QoQ value change ($000)
22,775
(4.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.