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PRECEDENT WEALTH PARTNERS, LLC — 13F Holdings & Portfolio

CIK 2008666 · latest 13F-HR filed 2026-07-21

Backtest portfolio

PRECEDENT WEALTH PARTNERS, LLC manages $601.4M in 13F-reported U.S. long-equity assets across 207 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are VEA (6.80%), VTI (5.09%), VOO (3.27%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 52 new positions and exited 11; 110 existing positions rose in reported value and 23 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$601.4M

Long-equity book

Holdings
207

Distinct positions

Period
2026-06-30

Filed 2026-07-21

Q/Q Activity
+52 / −11 / ↑110 / ↓23

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
VEA6.8% · +13%VTI5.1% · +2%VOO3.3% · +30%AIRR2.5% · +12%IVV2.5% · -1%LRCX2.5% · +8%SDVY2.4% · +14%DECM2.3% · -26%DXJ2.2% · +8%EFA2.2% · +3%DON2.1% · -3%XLG1.8% · -1%SDY1.6% · -0%IJH1.6% · -3%VYMI1.5% · +5%FFSM1.4% · newAVGO1.4% · +14%AAPL1.3% · +13%VONE1.2% · +20%BUFH1.2% · -4%RSP1.1% · -2%DHS1.0% · +0%MUB1.0% · +3%XMHQ1.0% · -52%BUFD1.0% · +49%DJAN0.9% · -2%CAT0.9% · +9%PRF0.9% · -4%MSFT0.8% · +25%JPM0.8% · +15%XOM0.8% · +1%WSM0.8% · +11%BSMV0.8% · +7%BSMR0.7% · +11%BSMU0.7% · +7%BSMW0.7% · +7%IBDU0.7% · +20%IBDX0.7% · +22%IBDW0.7% · +19%IBDV0.7% · +20%BSMS0.7% · +7%MDY0.7% · 0%IBDT0.7% · +17%BSMT0.7% · +8%IBDS0.7% · +16%ABBV0.7% · +32%BSSX0.7% · +8%IBDY0.6% · +18%JNJ0.6% · +19%IWB0.6% · -2%IWD0.6% · +17%SPAB0.6% · +15%IBDR0.6% · +4%KMI0.6% · +20%DNOV0.5% · -4%QCOM0.5% · +16%BSMQ0.5% · +2%MRK0.5% · +2%BAC0.5% · +2%CVX0.5% · +15%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

3 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 31.6%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Sep 16, 2026.

Assets Under Management
$685.0M
Discretionary
$652.8M
Employees
12
Accounts
790
Address
1800 WEST LOOP SOUTH
SUITE 1400
HOUSTON, TX 77027
Phone
(713) 244-6450
Website
Name Title / Status Ownership Type
PRECEDENT HOLDINGS LLC ControlOWNER
since Mar 2023
75% or moreDomestic Entity
WILLIAMS, GEORGE, FRANKLIN ControlFOUNDER, MANAGING DIRECTOR
since Apr 2023
Less than 5%Individual
WILLIAMS, GRANT, JONATHAN ControlFOUNDER, MANAGING DIRECTOR
since Apr 2023
Less than 5%Individual
WILLIAMS, JOSEPH, HAROLD ControlFOUNDER, MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER
since Apr 2023
Less than 5%Individual
WILLIAMS, GEORGE, FRANKLIN Control
Indirect owner via PRECEDENT HOLDINGS LLC
OWNER
since Apr 2023
25–50%Individual
WILLIAMS, GRANT, JONATHAN Control
Indirect owner via PRECEDENT HOLDINGS LLC
OWNER
since Apr 2023
25–50%Individual
WILLIAMS, JOSEPH, HAROLD Control
Indirect owner via PRECEDENT HOLDINGS LLC
OWNER
since Apr 2023
25–50%Individual
Ownership & leadership changes · 3 filings with changes since Mar 17, 2023

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Apr 21, 2023 filing
  • No longer listedBUTTE, ANDREW, THOMAS · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Mar 2023
  • AddedWILLIAMS, GEORGE, FRANKLIN · FOUNDER, MANAGING DIRECTOR · Less than 5% · control person
  • AddedWILLIAMS, GEORGE, FRANKLIN · OWNER · 25–50% · indirect via PRECEDENT HOLDINGS LLC · control person
  • AddedWILLIAMS, GRANT, JONATHAN · FOUNDER, MANAGING DIRECTOR · Less than 5% · control person
  • AddedWILLIAMS, GRANT, JONATHAN · OWNER · 25–50% · indirect via PRECEDENT HOLDINGS LLC · control person
  • AddedWILLIAMS, JOSEPH, HAROLD · FOUNDER, MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER · Less than 5% · control person
  • AddedWILLIAMS, JOSEPH, HAROLD · OWNER · 25–50% · indirect via PRECEDENT HOLDINGS LLC · control person
Apr 10, 2023 filing
  • ChangedBUTTE, ANDREW, THOMAS · now a control person
Mar 24, 2023 filing
  • No longer listedGRAFTON, JOHN, GARRETT · CHIEF COMPLIANCE OFFICER · Less than 5% · listed since Mar 2023
  • AddedBUTTE, ANDREW, THOMAS · CHIEF COMPLIANCE OFFICER · Less than 5%
  • ChangedPRECEDENT HOLDINGS LLC · now a control person
Mar 17, 2023 filing (earliest on record)
  • ListedGRAFTON, JOHN, GARRETT · CHIEF COMPLIANCE OFFICER · Less than 5%
  • ListedPRECEDENT HOLDINGS LLC · OWNER · 75% or more

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

PRECEDENT WEALTH PARTNERS, LLC Holdings (2026-06-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 VANGUARD TAX-MANAGED FDS VEA 921943858 $40.9M 6.80% 574,081 SH
2 VANGUARD INDEX FDS VTI 922908769 $30.6M 5.09% 82,664 SH
3 VANGUARD INDEX FDS VOO 922908363 $19.6M 3.27% 28,604 SH
4 FIRST TR EXCHANGE-TRADED FD AIRR 33738R704 $14.8M 2.47% 111,326 SH
5 ISHARES TR IVV 464287200 $14.8M 2.46% 19,774 SH
6 LAM RESEARCH CORP LRCX 512807306 $14.8M 2.46% 34,102 SH
7 FIRST TR EXCHANGE-TRADED FD SDVY 33741X102 $14.4M 2.39% 333,482 SH
8 FIRST TR EXCHNG TRADED FD VI DECM 33740U497 $13.6M 2.26% 403,734 SH
9 WISDOMTREE TR DXJ 97717W851 $13.2M 2.20% 76,074 SH
10 ISHARES TR EFA 464287465 $13.1M 2.18% 126,313 SH
11 WISDOMTREE TR DON 97717W505 $12.6M 2.10% 223,446 SH
12 INVESCO EXCHANGE TRADED FD T XLG 46137V233 $10.6M 1.77% 173,358 SH
13 SPDR SER TR SDY 78464A763 $9.6M 1.60% 63,374 SH
14 ISHARES TR IJH 464287507 $9.5M 1.57% 122,813 SH
15 VANGUARD WHITEHALL FDS VYMI 921946794 $9.2M 1.53% 93,732 SH
16 FIDELITY COVINGTON TRUST FFSM 316092295 $8.3M 1.38% 217,165 SH
17 BROADCOM INC AVGO 11135F101 $8.2M 1.37% 21,776 SH
18 APPLE INC AAPL 037833100 $7.8M 1.29% 26,831 SH
19 VANGUARD SCOTTSDALE FDS VONE 92206C730 $7.4M 1.23% 21,793 SH
20 FIRST TR EXCHNG TRADED FD VI BUFH 33744U105 $6.9M 1.15% 323,253 SH
21 INVESCO EXCHANGE TRADED FD T RSP 46137V357 $6.6M 1.10% 31,171 SH
22 WISDOMTREE TR DHS 97717W208 $6.3M 1.04% 55,000 SH
23 ISHARES TR MUB 464288414 $6.0M 1.00% 56,153 SH
24 INVESCO EXCHANGE TRADED FD T XMHQ 46137V472 $5.9M 0.99% 52,484 SH
25 FIRST TR EXCHNG TRADED FD VI BUFD 33740U703 $5.9M 0.98% 198,909 SH
26 FIRST TR EXCHNG TRADED FD VI DJAN 33740F631 $5.6M 0.93% 122,246 SH
27 CATERPILLAR INC CAT 149123101 $5.2M 0.86% 4,871 SH
28 INVESCO EXCHANGE TRADED FD T PRF 46137V613 $5.2M 0.86% 95,877 SH
29 MICROSOFT CORP MSFT 594918104 $4.9M 0.82% 13,221 SH
30 JPMORGAN CHASE & CO JPM 46625H100 $4.9M 0.81% 14,921 SH
31 EXXON MOBIL CORP XOM 30233Q108 $4.8M 0.80% 35,202 SH
32 WILLIAMS SONOMA INC WSM 969904101 $4.7M 0.79% 20,270 SH
33 INVESCO EXCH TRD SLF IDX FD BSMV 46138J411 $4.5M 0.75% 216,030 SH
34 INVESCO EXCH TRD SLF IDX FD BSMR 46138J494 $4.5M 0.75% 190,052 SH
35 INVESCO EXCH TRD SLF IDX FD BSMU 46138J445 $4.4M 0.73% 199,682 SH
36 INVESCO EXCH TRD SLF IDX FD BSMW 46139W833 $4.4M 0.72% 173,161 SH
37 ISHARES TR IBDU 46436E205 $4.2M 0.71% 183,495 SH
38 ISHARES TR IBDX 46436E312 $4.2M 0.71% 168,450 SH
39 ISHARES TR IBDW 46436E486 $4.2M 0.71% 203,531 SH
40 ISHARES TR IBDV 46436E726 $4.2M 0.70% 194,222 SH
41 INVESCO EXCH TRD SLF IDX FD BSMS 46138J486 $4.2M 0.70% 179,962 SH
42 SPDR S&P MIDCAP 400 ETF TR MDY 78467Y107 $4.1M 0.69% 5,880 SH
43 ISHARES TR IBDT 46435U515 $4.1M 0.69% 163,519 SH
44 INVESCO EXCH TRD SLF IDX FD BSMT 46138J478 $4.1M 0.69% 178,979 SH
45 ISHARES TR IBDS 46435UAA9 $4.1M 0.68% 169,417 SH
46 ABBVIE INC ABBV 00287Y109 $4.1M 0.68% 16,214 SH
47 INVESCO EXCH TRD SLF IDX FD BSSX 46139W791 $4.0M 0.67% 156,010 SH
48 ISHARES TR IBDY 46436E130 $3.9M 0.65% 151,321 SH
49 JOHNSON & JOHNSON JNJ 478160104 $3.9M 0.64% 15,259 SH
50 ISHARES TR IWB 464287622 $3.9M 0.64% 9,446 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-21 $601.4M 207 0002008666-26-000007
2026-03-31 2026-04-14 $499.6M 166 0002008666-26-000003
2025-12-31 2026-01-07 $476.8M 171 0002008666-26-000001
Filer Information
Address
1800 WEST LOOP SOUTH
SUITE 1400
HOUSTON, TX 77027
Phone
(713) 244-6450
Filing Manager
PRECEDENT WEALTH PARTNERS, LLC
HOUSTON, TX
Signatory
Harold Williams
Founder, Chief Compliance Officer