Precedent Wealth Partners, LLC, a registered investment advisor based in Houston, Texas, has filed a Form 13F-HR with the U.S. Securities and Exchange Commission (SEC) disclosing its equity holdings as of September 30, 2026. The filing, signed by founder and Chief Compliance Officer Harold Williams, reports a total of 207 securities held in the firm's portfolio.
The portfolio is heavily diversified across major technology, healthcare, and consumer goods companies. Notable positions include Apple Inc., with 9,959,605 shares, and Microsoft Corporation, with 7,298,339 shares. Other significant holdings include Broadcom Inc. (7,476,282 shares), Visa Inc. (702,109 shares), and Eli Lilly & Co. (563,764 shares).
The filing also details a substantial allocation to exchange-traded funds (ETFs). The top ETF positions include the Fidelity Covington Trust Fund SMA Mid ETF (12,818,434 shares) and the Vanguard Index Funds Morningstar Large Cap ETF (2,259,39 shares). Additionally, the portfolio includes various bond ETFs, such as the iShares Core MSCI Total International Stock ETF (20,293,0 shares) and the iShares Core S&P 500 ETF (15,159,444 shares).
