Precedent Wealth Partners, LLC - Q42025 Holdings

Precedent Wealth Partners, LLC holds 171 stocks with a total portfolio value of $ 476.83M as of Q42025. In Q42025, Precedent Wealth Partners, LLC added 9 new positions, increased stakes in 92 stocks, reduced 50 holdings, and fully exited 6 positions. The largest holding is Vanguard Tax-Managed Fds (VEA), representing 5.97% of the total portfolio.