PRECEDENT WEALTH PARTNERS, LLC
All 13F Filings
- Location
- Houston, TX
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 601,381
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/21/2026 | 207 | 601,381 | 13F-HR | PRECEDENT WEALTH PARTNERS, LLC |
| 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 | 256 K | 42.6% | 44.98 K | 0 | 44.98 K |
| ETFs | 316.3 K | 52.6% | 52.12 K | 0 | 52.12 K |
| Debt | 29.12 K | 4.8% | 4.664 K | 0 | 4.664 K |
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Fund Snapshot
Q2 2026
Latest filed
7/21/2026
Total value ($000)
601,381
Holdings
207
QoQ value change ($000)
101,779
(20.4%)
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.