Precedent Wealth Partners, LLC
- SEC CIK
- 0002008666
- Latest filing
- Jul 21, 2026
The latest 13F from Precedent Wealth Partners, LLC covers Q2 2026 (filed Jul 21, 2026): 207 long positions worth $601.4M. The top 10 holdings make up 31.6% of the portfolio, and the largest is Vanguard Ftse Developed Markets ETF at 6.8%. Livermore has 11 filings on Form 13F from this institution, going back to Q4 2023.
What changed in Q2 2026
Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.
- New
- 52
- Est. +$34.5M
- Added
- 114
- Est. +$52.4M
- Reduced
- 35
- Est. −$17.1M
- Sold out
- 11
- Est. −$13.2M
Top 5 holdings
Share of this quarter's portfolio value
- Vanguard Ftse Developed Markets ETF9219438586.8%$40.9M
- Vanguard Morningstar Total Stock Market ETF9229087695.1%$30.6M
- Vanguard S&P 500 ETF9229083633.3%$19.6M
- First Tr Exchange Traded FD33738R7042.5%$14.8M
- iShares Core S&P 500 ETF4642872002.5%$14.8M
Biggest buys
New and added positions, by estimated amount bought
Largest weight increases
New and added positions, by percentage points of the portfolio gained
Biggest sells
Reduced and sold-out positions, by estimated amount sold
Largest weight decreases
Reduced and sold-out positions, by percentage points of the portfolio lost
Metrics
13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.
- Portfolio value
- $601.4M
- +$101.8M (+20.4%) vs. prior quarter
- Positions
- 207
- +41 vs. prior quarter
- Top 10 concentration
- 31.6%
- Top 10 as share of value
- Turnover
- 5.5%
- Q2 2026, one quarter
- Average holding period
- 8.9 quarters
- Weighted by value
How these are calculated
- Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
- Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
- Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
- Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2023), so positions held before then are understated.
13F filings by quarter
11 quarters, going back to Q4 2023. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.
Peak $601.4M (Q2 2026)
| Quarter | Filed | Positions | Value | Top 3 holdings | Changes | Filing |
|---|---|---|---|---|---|---|
| Q2 2026 | Jul 21, 2026 | 207 | $601.4M | Vanguard Ftse Developed Markets ETFVanguard Morningstar Total Stock Market ETFVanguard S&P 500 ETF | vs. Q1 2026 | SEC |
| Q1 2026 | Apr 14, 2026 | 166 | $499.6M | Vanguard Ftse Developed Markets ETFVanguard Morningstar Total Stock Market ETFFirst Tr Exchng Traded FD VI | vs. Q4 2025 | SEC |
| Q4 2025 | Jan 7, 2026 | 171 | $476.8M | Vanguard Ftse Developed Markets ETFVanguard Morningstar Total Stock Market ETFVanguard S&P 500 ETF | vs. Q3 2025 | SEC |
| Q3 2025 | Oct 14, 2025 | 168 | $454.1M | Vanguard Morningstar Total Stock Market ETFVanguard Ftse Developed Markets ETFWisdomTree Tr | vs. Q2 2025 | SEC |
| Q2 2025 | Jul 21, 2025 | 171 | $408.2M | Vanguard Morningstar Total Stock Market ETFVanguard Ftse Developed Markets ETFWisdomTree Tr | vs. Q1 2025 | SEC |
| Q1 2025 | Apr 17, 2025 | 155 | $360.2M | Vanguard Morningstar Total Stock Market ETFWisdomTree TrVanguard Ftse Developed Markets ETF | vs. Q4 2024 | SEC |
| Q4 2024 | Jan 21, 2025 | 148 | $306.5M | Vanguard Morningstar Total Stock Market ETFWisdomTree TriShares Core S&P 500 ETF | vs. Q3 2024 | SEC |
| Q3 2024 | Oct 17, 2024 | 142 | $303.2M | Vanguard Morningstar Total Stock Market ETFWisdomTree TriShares Core S&P Mid-Cap ETF | vs. Q2 2024 | SEC |
| Q2 2024 | Jul 23, 2024 | 134 | $248.3M | Vanguard Morningstar Total Stock Market ETFiShares Core S&P Mid-Cap ETFWisdomTree Tr | vs. Q1 2024 | SEC |
| Q1 2024 | Apr 23, 2024 | 133 | $232.7M | Vanguard Morningstar Total Stock Market ETFiShares Core S&P Mid-Cap ETFWisdomTree Tr | vs. Q4 2023 | SEC |
| Q4 2023 | Jan 18, 2024 | 131 | $196.7M | Vanguard Morningstar Total Stock Market ETFiShares Core S&P Mid-Cap ETFWisdomTree Tr | – | SEC |
13D and 13G filings
Companies where Precedent Wealth Partners, LLC reports owning 5% or more on Schedule 13D or 13G, and its latest filings.
Current stakes of 5% or more
2 companies, largest stake first.
| Company | Latest form | Stake | Change | First filed | Latest filing | Filing |
|---|---|---|---|---|---|---|
| First Trust Exchange-Traded Fund VIIIExchange-Traded Fund | 13G | 28.30%403.7K shares | New | Jul 2, 20261 filing | Jul 2, 2026 | SEC |
| First Trust Exchange-Traded Fund VIIIExchange-Traded Fund | 13G | 13.80%352.6K shares | New | Jul 2, 20261 filing | Jul 2, 2026 | SEC |
Latest filings
2 filings on file made by Precedent Wealth Partners, LLC or listing it as a reporting person, newest first.
| Company | Filed (ET) | Form | Stake | Change | Event date | Filing |
|---|---|---|---|---|---|---|
| First Trust Exchange-Traded Fund VIIIExchange-Traded Fund | Jul 2, 20261:46 PM ET | 13G | 13.80%352.6K shares | New | Jun 30, 2026 | SEC |
| First Trust Exchange-Traded Fund VIIIExchange-Traded Fund | Jul 2, 20261:38 PM ET | 13G | 28.30%403.7K shares | New | Jun 30, 2026 | SEC |