Precedent Wealth Partners
Precedent Wealth Partners reported 207 stocks worth $651M in its 13F filing for Q3 2026, filed Oct 21, 2026. Its largest holdings are VEA (6.9%), VTI (5.1%) and VOO (3.8%). Compared with Q2 2026, the fund opened new positions in AUGM, JCPB and SGOV, added to VEA, VTI and VOO, trimmed XLG, AVGO and PRF and sold out of DJAN, SPAB and DNOV.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VEA Vanguard Tax-Managed Fds | $45M | 6.9% | 637K | +63K (+11%) | 8 of 8 | |
| 2 |  VTI Vanguard Total Stock Market ETF | $33.2M | 5.1% | 89K | +5,980 (+7%) | 8 of 8 | |
| 3 |  VOO Vanguard S&P 500 ETF | $24.9M | 3.8% | 36K | +6,909 (+24%) | 8 of 8 | |
| 4 |  SDVY First TR Exchange-Traded FD | $16.2M | 2.5% | 400K | +66K (+20%) | 8 of 8 | |
| 5 |  IVV Ishares TR | $15.2M | 2.3% | 20K | +20 (+0%) | 8 of 8 | |
| 6 |  DXJ Wisdomtree TR | $15M | 2.3% | 83K | +6,741 (+9%) | 6 of 8 | |
| 7 |  AIRR First TR Exchange Traded FD | $14M | 2.2% | 136K | +25K (+22%) | 8 of 8 | |
| 8 |  EFA Ishares TR | $13.9M | 2.1% | 133K | +7,148 (+6%) | 8 of 8 | |
| 9 |  AUGM First TR Exchng Traded FD VI | $13.4M | 2.1% | 379K | New position | 1 of 8 | |
| 10 |  FFSM Fidelity Covington Trust | $12.8M | 2.0% | 379K | +162K (+74%) | 2 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 DJAN First TR Exchng Traded FD VI | $5.6M | 122K |
 SPAB Spdr Series Trust | $3.7M | 145K |
 DNOV First TR Exchng Traded FD VI | $3.3M | 64K |
 RSPD Invesco Exchange Traded FD T | $2.5M | 45K |
 DFEB First TR Exchng Traded FD VI | $2.1M | 41K |
🔒 Free account: see all 30.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 21, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Precedent Wealth Partners 13F FAQ
What does Precedent Wealth Partners own?
Precedent Wealth Partners reported 207 stocks worth $651M in its 13F filing for Q3 2026, filed Oct 21, 2026. Its largest holdings are VEA (6.9%), VTI (5.1%) and VOO (3.8%). The table above lists every position in the filing (the top 10 without an account).
What did Precedent Wealth Partners buy and sell in Q3 2026?
Compared with Q2 2026: 33 new positions, 127 added to, 34 trimmed and 33 sold out. New positions include AUGM, JCPB and SGOV. It sold all of DJAN, SPAB and DNOV.
When will Precedent Wealth Partners file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Precedent Wealth Partners's portfolio worth?
The Q3 2026 filing reports $651M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.