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Harold Williams

Precedent Wealth Partners, Llc

Assets Managed
$499.602M
Holdings
166
Last Quarter
2026 - Q1
Filed Date
2mo 1d ago
Growth Rate
4.78%(2Q avg: 4.9%)
Sustained Growth
9 quarters

Portfolio positions

This chart displays the top 10 holdings in Precedent Wealth Partners, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 166 positions.

Assets under management

The assets under management (AUM) of Precedent Wealth Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 9 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 499.602M in assets, with a quarterly growth rate of 4.78% and a 2-quarter average growth rate of 4.9%. The portfolio is managed by Harold Williams, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 11.25%
6.51%
$32.487M
506,968 shares@ $64.09 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Decreased 0%
5.22%
$26.038M
81,162 shares@ $320.82 avg price
DECM
Ft Vest Us Eq Max Buf Dec
Recent Activity
Increased 81.9%
3.55%
$17.693M
541,614 shares@ $32.67 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 5.81%
2.63%
$13.139M
21,988 shares@ $597.58 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 7.22%
2.63%
$13.092M
20,041 shares@ $653.25 avg price
DON
Wisdomtree Us Midcap Dividen
Recent Activity
Decreased -8.01%
2.44%
$12.147M
231,191 shares@ $52.55 avg price
EFA
Ishares Msci Eafe Etf
Recent Activity
Increased 1.67%
2.39%
$11.924M
122,767 shares@ $97.14 avg price
SDVY
First Trust Smid Cap Rising
Recent Activity
Increased 13.85%
2.32%
$11.563M
293,256 shares@ $39.44 avg price
XMHQ
Invesco S&p Midcap Qual Etf
Recent Activity
Increased 13.95%
2.25%
$11.222M
108,561 shares@ $103.38 avg price
DXJ
Wisdomtree Japan Hedged Eq
Recent Activity
Increased 22.99%
2.24%
$11.146M
70,286 shares@ $158.59 avg price

1-10 of 166