13F Filings History of PRECEDENT WEALTH PARTNERS, LLC
- Latest 13F filing
- Q2 2026 - 21 Jul 2026
- Latest reported 13F value
- $601,381,055
- Largest 13F holdings
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VEA VTI VOO AIRR IVV LRCX SDVY DECM DXJ EFA DON XLG
+8 more
SDY IJH VYMI FFSM AVGO AAPL VONE BUFH - Form 13F summary
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- PRECEDENT WEALTH PARTNERS, LLC Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- PRECEDENT WEALTH PARTNERS, LLC reported 207 equity holdings with a total reported market value of $601,381,055 for Q2 2026. Top reported holdings included VEA, VTI, VOO, AIRR, and IVV.
- Manager signature
- Harold Williams - Founder, Chief Compliance Officer
- Manager location
- Houston, TX
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
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Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q2 2026
Latest value
$601,381,055
Quarter delta
+$101,778,885
Accepted
21 Jul 2026, 15:03
Rows shown
1-11 of 11
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | 207 | $601,381,055 | +$87,438,089 | -$30,239,640 | +$57,198,449 | VEA, VTI, VOO, AIRR, IVV | 13F-HR | 21 Jul 2026, 15:03 |
| Q1 2026 | 166 | $499,602,170 | +$51,895,906 | -$32,959,309 | +$18,936,597 | VEA, VTI, DECM, VOO, IVV | 13F-HR | 14 Apr 2026, 16:17 |
| 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 |