Institutional Fund
Precedent Wealth Partners, LLC
Houston, TXCIK 20086665 filings on record
Portfolio Value
$499.60M
Q1 2026
Holdings
166
Reported positions
New Buys
7
Opened this quarter
QoQ Change
+4.8%
from $476.83M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Tax-Managed Fds6.5%
- Vanguard Index Fds5.2%
- First Tr Exchng Traded Fd Vi3.5%
- Vanguard Index Fds2.6%
- Ishares Tr2.6%
- Wisdomtree Tr2.4%
- Other77.1%
Portfolio Holdings
166 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Tax-Managed Fds | 507.0K | $32.49M | 6.5% | +51.3K | Added |
| 2 | Vanguard Index Fds | 81.2K | $26.04M | 5.2% | −1 | Reduced |
| 3 | First Tr Exchng Traded Fd Vi | 541.6K | $17.69M | 3.5% | +243.8K | Added |
| 4 | Vanguard Index Fds | 22.0K | $13.14M | 2.6% | +1.2K | Added |
| 5 | Ishares Tr | 20.0K | $13.09M | 2.6% | +1.3K | Added |
| 6 | Wisdomtree Tr | 231.2K | $12.15M | 2.4% | −20.1K | Reduced |
| 7 | Ishares Tr | 122.8K | $11.92M | 2.4% | +2.0K | Added |
| 8 | First Tr Exchange-Traded Fd | 293.3K | $11.56M | 2.3% | +35.7K | Added |
| 9 | Invesco Exchange Traded Fd T | 108.6K | $11.22M | 2.2% | +13.3K | Added |
| 10 | Wisdomtree Tr | 70.3K | $11.15M | 2.2% | +13.1K | Added |
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