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Precedent Wealth Partners, LLC
Precedent Wealth Partners, LLC is a Houston-based SEC-registered investment adviser founded in 2023, providing a wide array of investment advisory and comprehensive wealth management services for individuals, families, and other client types. With a focus on active, engaged financial planning—including portfolio management, tax and estate planning, and risk management—the firm is primarily owned by Precedent Holdings, LLC. As of March 2025, Precedent employs a close-knit team with founding partners having over a century of combined industry experience, serving clients seeking personalized and fiduciary-aligned advice.
Investment Strategy
Precedent Wealth Partners provides individualized investment advice and portfolio management on a discretionary or non-discretionary basis, tailoring strategies to each client's goals, risk tolerance, and restrictions. Their philosophy is rooted in active engagement, client-aligned fiduciary responsibility, and comprehensive wealth planning that encompasses retirement, tax, risk, asset protection, and estate planning. The firm distinguishes itself by aligning its interests with clients—through innovative models like WillShare, which may share firm profits back as fee credits—emphasizing transparency, collaboration, and long-term wealth growth for their clients.
Latest 13F Filing Activity
Precedent Wealth Partners, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 162 equity positions with a total 13F market value of $454M. The fund increased holdings in Vanguard Tax-managed FDS, Chevron Corp. New, Vanguard Index FDS among other positions. Precedent Wealth Partners, LLC reduced exposure to Clorox Co. Del, United Parcel Service Inc., First TR Exchng Traded FD VI among others.
Top Holdings
Equity Positions (162)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTI | VANGUARD INDEX FDS | 5.89% | $26.7M | 81,470 | $238.55 | $328.17 | +$2.0M |
V VEA | VANGUARD TAX-MANAGED FDS | 5.37% | $24.4M | 407,066 | $52.25 | $59.92 | +$4.0M |
D DON | WISDOMTREE TR | 3.17% | $14.4M | 274,941 | $46.34 | $52.30 | +$371.7K |
I IVV | ISHARES TR | 2.83% | $12.8M | 19,189 | $483.81 | $669.30 | +$810.6K |
X XLG | INVESCO EXCHANGE TRADED FD T | 2.66% | $12.1M | 209,932 | $42.83 | $57.52 | +$1.2M |
Industry Allocation
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