Precedent Wealth Partners, LLC - Q12026 Holdings

Precedent Wealth Partners, LLC holds 166 stocks with a total portfolio value of $ 499.6M as of Q12026. In Q12026, Precedent Wealth Partners, LLC added 7 new positions, increased stakes in 95 stocks, reduced 51 holdings, and fully exited 12 positions. The largest holding is Vanguard Tax-Managed Fds (VEA), representing 6.50% of the total portfolio.