Precedent Wealth Partners, LLC - Q32026 Holdings

Precedent Wealth Partners, LLC holds 207 stocks with a total portfolio value of $ 650.96M as of Q32026. In Q32026, Precedent Wealth Partners, LLC added 207 new positions, increased stakes in 0 stocks, reduced 0 holdings, and fully exited 0 positions. The largest holding is Vanguard Tax-Managed Fds (VEA), representing 6.91% of the total portfolio.