PRECEDENT WEALTH PARTNERS, LLC - Portfolio overview

PRECEDENT WEALTH PARTNERS, LLC has 181 reported holdings in this dataset, with the latest filing dated 2026-04-14.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Energy.

Largest reported holdings by portfolio allocation

1. VEA - VANGUARD TAX-MANAGED FDS, 6.24%
2. VTI - VANGUARD INDEX FDS, 5.00%
3. DECM - FIRST TR EXCHNG TRADED FD VI, 3.40%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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