13F Filings History of PRECEDENT WEALTH PARTNERS, LLC

Latest 13F report
Q4 2025 - 07 Jan 2026
Value $
$476,827,251
Signature - Title
Harold Williams - Founder, Chief Compliance Officer
Location
Houston, TX
Summary
This page shows a list of all the recent 13F filings made by PRECEDENT WEALTH PARTNERS, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. PRECEDENT WEALTH PARTNERS, LLC reported 171 stock holdings with total value $476,827,251 as of Q4 2025. Top holdings included VEA, VTI, VOO, DON, and IVV.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 171 $476,827,251 +$36,411,045 -$20,917,473 +$15,493,572 VEA, VTI, VOO, DON, IVV 13F-HR 07 Jan 2026, 09:58
Q3 2025 168 $454,095,747 +$33,571,056 -$10,925,823 +$22,645,233 VTI, VEA, DON, IVV, XLG 13F-HR 14 Oct 2025, 12:07
Q2 2025 171 $408,217,757 +$48,912,783 -$19,164,386 +$29,748,397 VTI, VEA, DON, IVV, DFEB 13F-HR 21 Jul 2025, 15:52
Q1 2025 155 $360,219,910 +$83,951,640 -$24,324,660 +$59,626,980 VTI, DON, VEA, IVV, SDY 13F-HR 17 Apr 2025, 13:06
Q4 2024 148 $306,487,482 +$25,713,515 -$18,776,506 +$6,937,009 VTI, DON, IVV, VEA, IJH 13F-HR 21 Jan 2025, 14:26
Q3 2024 142 $303,210,108 +$57,162,342 -$13,853,611 +$43,308,731 VTI, DON, IJH, IVV, VEA 13F-HR 17 Oct 2024, 15:28
Q2 2024 134 $248,335,652 +$23,984,778 -$7,108,750 +$16,876,028 VTI, IJH, DON, IVV, EFA 13F-HR 23 Jul 2024, 17:16
Q1 2024 133 $232,693,622 +$43,141,920 -$10,088,527 +$33,053,393 VTI, IJH, DON, IVV, EFA 13F-HR 23 Apr 2024, 13:58
Q4 2023 131 $196,740,684 $0 $0 $0 VTI, IJH, DON, VEA, IVV 13F-HR 18 Jan 2024, 17:13