account_balance
Investment manager · 13F filer · SEC CIK 2008666
Precedent Wealth Partners, LLC
Reported value$651Mas of Sep 30, 2026
Positions207 32 new, 32 sold out
Top 10 weight31.3%VEA alone is 7%
FiledOct 2121 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VEAVanguard Tax-Managed FDS
6.9%Added +11%
VTIVanguard Index FDS
5.1%Added +7%
VOOVanguard Index FDS
3.8%Added +24%
SDVYFirst Tr Exchange Traded Fd
2.5%Added +20%
IVViShares Tr
2.3%
DXJWisdomtree Tr
2.3%Added +9%
AIRRFirst Tr Exchange Traded Fd
2.2%Added +22%
EFAiShares Tr
2.1%Added +6%
AUGMFirst Tr Exchng Traded Fd Vi
2.1%New
FFSMFidelity Covington Trust
2.0%Added +74%
DONWisdomtree Tr
1.9%
LRCXLam Research Corp
1.7%
VEAVanguard Tax-Managed FDS
6.9%Added +11%
VTIVanguard Index FDS
5.1%Added +7%
VOOVanguard Index FDS
3.8%+24%
SDVYFirst Tr Exchange Traded Fd
2.5%+20%
IVV2.3%
DXJWisdomtree Tr
2.3%
AIRRFirst Tr Exchange Traded Fd
2.2%
EFAiShares Tr
2.1%
AUGMFirst Tr Exchng Traded Fd Vi
2.1%
FFSM2.0%
DON1.9%
LRCX1.7%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VEA Vanguard Tax-Managed FDS 6.9% Added +11%
VTI Vanguard Index FDS 5.1% Added +7%
VOO Vanguard Index FDS 3.8% Added +24%
SDVY First Tr Exchange Traded Fd 2.5% Added +20%
IVV iShares Tr 2.3% Held
DXJ Wisdomtree Tr 2.3% Added +9%
AIRR First Tr Exchange Traded Fd 2.2% Added +22%
EFA iShares Tr 2.1% Added +6%
AUGM First Tr Exchng Traded Fd Vi 2.1% New
FFSM Fidelity Covington Trust 2.0% Added +74%
DON Wisdomtree Tr 1.9% Held
LRCX Lam Research Corp 1.7% HeldWhat changed
Biggest moves since Jun 30, 2026
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