PRECEDENT WEALTH PARTNERS, LLC: 13F holdings
CIK 20086662026Q2
| Positions | 207 |
|---|---|
| Reported value | $601.4m |
| Filed | 2026-07-21 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| VEA VANGUARD TAX-MANAGED FDS | 574,081 | $40.9m | 6.8% |
| VTI VANGUARD INDEX FDS | 82,664 | $30.6m | 5.1% |
| VOO VANGUARD INDEX FDS | 28,604 | $19.6m | 3.3% |
| AIRR FIRST TR EXCHANGE-TRADED FD | 111,326 | $14.8m | 2.5% |
| IVV ISHARES TR | 19,774 | $14.8m | 2.5% |
| LRCX LAM RESEARCH CORP | 34,102 | $14.8m | 2.5% |
| SDVY FIRST TR EXCHANGE-TRADED FD | 333,482 | $14.4m | 2.4% |
| FIRST TR EXCHNG TRADED FD VI | 403,734 | $13.6m | 2.3% |
| DXJ WISDOMTREE TR | 76,074 | $13.2m | 2.2% |
| EFA ISHARES TR | 126,313 | $13.1m | 2.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2008666")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.