StockDriftsStockDriftsTop 50 Precedent Wealth Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | 6.8% | 574.1K | $40.9M | +13.24%(+67.11K) | $54.21(+34.64%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 5.09% | 82.7K | $30.6M | +1.85%(+1.50K) | $228.76(+67.00%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 3.27% | 28.6K | $19.6M | +30.09%(+6.62K) | $555.18(+28.07%) | 2026-06-30 | |
| AIRR | FIRST TR EXCHANGE-TRADED FD | 2.47% | 111.3K | $14.8M | +12.35%(+12.24K) | $93.76(+31.84%) | 2026-06-30 | |
| IVV | ISHARES TR | 2.46% | 19.8K | $14.8M | -1.33%(-267) | $475.47(+63.49%) | 2026-06-30 | |
| LRCX | LAM RESEARCH CORP | 2.46% | 34.1K | $14.8M | +7.53%(+2.39K) | $91.79(+242.54%) | 2026-06-30 | |
| SDVY | FIRST TR EXCHANGE-TRADED FD | 2.39% | 333.5K | $14.4M | +13.72%(+40.23K) | $36.68(+21.61%) | 2026-06-30 | |
| DECM | FIRST TR EXCHNG TRADED FD VI | 2.26% | 403.7K | $13.6M | -25.46%(-137.88K) | $31.81(+7.03%) | 2026-06-30 | |
| DXJ | WISDOMTREE TR | 2.2% | 76.1K | $13.2M | +8.23%(+5.79K) | $128.18(+40.73%) | 2026-06-30 | |
| EFA | ISHARES TR | 2.18% | 126.3K | $13.1M | +2.89%(+3.55K) | $73.80(+47.08%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +42.02% |
| Top 20 Holdings Unweighted | — | — | — | — | +40.09% |
Precedent Wealth Partners LLC reports $601.38M in US-listed equity holdings across 207 positions in its most recent 13F filing. Its largest disclosed positions are VEA (6.8%), VTI (5.1%) and VOO (3.3%). The top 20 holdings account for 46.57% of reported assets. Its disclosed equity book has returned +42.02% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Precedent Wealth Partners LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2008666). View Precedent Wealth Partners LLC’s 13F filings on SEC