Harold Williams

Precedent Wealth Partners, Llc

Assets Managed

$601.381M

Holdings

207

Last Quarter

2026 - Q2

Filed Date

2d ago

Growth Rate

20.38%(2Q avg: 12.58%)

Sustained Growth

10 quarters

Portfolio positions

This chart displays the top 10 holdings in Precedent Wealth Partners, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 207 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 10 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 601.381M in assets, with a quarterly growth rate of 20.38% and a 2-quarter average growth rate of 12.58%. The portfolio is managed by Harold Williams, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
VEA Vanguard Ftse Developed Etf Recent Activity Increased 13.24%	6.81%	$40.903M 574,081 shares@ $71.25 avg price	Increased 13.24%
VTI Vanguard Total Stock Mkt Etf Recent Activity Increased 1.86%	5.09%	$30.589M 82,664 shares@ $370.04 avg price	Increased 1.86%
VOO Vanguard S&p 500 Etf Recent Activity Increased 30.09%	3.27%	$19.645M 28,604 shares@ $686.8 avg price	Increased 30.09%
AIRR First Trust Rba American Ind Recent Activity Increased 12.36%	2.47%	$14.834M 111,326 shares@ $133.25 avg price	Increased 12.36%
IVV Ishares Core S&p 500 Etf Recent Activity Decreased -1.33%	2.47%	$14.809M 19,774 shares@ $748.91 avg price	Decreased -1.33%
LRCX Lam Research Corp Recent Activity Increased 7.53%	2.46%	$14.778M 34,102 shares@ $433.34 avg price	Increased 7.53%
SDVY First Trust Smid Cap Rising Recent Activity Increased 13.72%	2.4%	$14.386M 333,482 shares@ $43.14 avg price	Increased 13.72%
DECM Ft Vest Us Eq Max Buf Dec Recent Activity Decreased -25.45%	2.27%	$13.612M 403,734 shares@ $33.72 avg price	Decreased -25.45%
DXJ Wisdomtree Japan Hedged Eq Recent Activity Increased 8.24%	2.2%	$13.2M 76,074 shares@ $173.52 avg price	Increased 8.24%
EFA Ishares Msci Eafe Etf Recent Activity Increased 2.89%	2.19%	$13.121M 126,313 shares@ $103.88 avg price	Increased 2.89%

1-10 of 207