PRECEDENT WEALTH PARTNERS, LLC

RIA/Wealth

PRECEDENT WEALTH PARTNERS, LLC is a RIA/Wealth based in Houston, TX led by Grant Jonathan Williams, reporting $535.6M in AUM as of Q3 2025 with 73% ETF concentration.

FounderGrant Jonathan Williams

Portfolio Value: $439.8M
Positions: 162
Top Holding: VTI at 6.08%
Last Reported: Q3 2025

Address1800 West Loop South, Suite 1400, Houston, TX, 77027, United States

Top Holdings

Largest long holdings in PRECEDENT WEALTH PARTNERS, LLC's portfolio (32.7% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Vanguard Total Stock Market VTI	ETF ETF	$26.7M	6.08%	-$13.8K Sold	— 81.5K shares	Q4 2023 Held for 1y 11m
2 Vanguard FTSE Developed Markets VEA	ETF ETF	$24.4M	5.55%	+$3.0M Bought	— 407.1K shares	Q4 2023 Held for 1y 11m
3 WisdomTree U.S. MidCap Dividend DON	ETF ETF	$14.4M	3.27%	-$237.6K Sold	— 274.9K shares	Q4 2023 Held for 1y 11m
4 iShares Core S&P 500 ETF IVV	ETF ETF	$12.8M	2.92%	-$127.2K Sold	— 19.2K shares	Q4 2023 Held for 1y 11m
5 Invesco S&P 500 Top 50 ETF XLG	ETF ETF	$12.1M	2.75%	+$122.6K Bought	— 209.9K shares	Q4 2023 Held for 1y 11m
6 Vanguard S&P 500 ETF VOO	ETF ETF	$11.3M	2.58%	+$1.8M Bought	— 18.5K shares	Q4 2023 Held for 1y 11m
7 iShares MSCI EAFE EFA	ETF ETF	$11.3M	2.56%	+$145.5K Bought	— 120.8K shares	Q4 2023 Held for 1y 11m
8 SDY SPDR S&P Dividend ETF SDY	ETF ETF	$11.0M	2.51%	+$322.3K Bought	— 78.7K shares	Q4 2023 Held for 1y 11m
9 FT Vest U.S. Equity Deep Buffer ETF DFEB	ETF ETF	$10.2M	2.33%	-$1.1M Sold	— 220.2K shares	Q1 2025 Held for 8 months
10 Invesco S&P MidCap Quality XMHQ	ETF ETF	$9.5M	2.15%	+$1.2M Bought	— 90.1K shares	Q4 2024 Held for 11 months

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in PRECEDENT WEALTH PARTNERS, LLC's latest filing

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Market Value

$439.8M

Prior: $394.5M

Q/Q Change

+11.49%

+$45.3M

Net Flows % of MV

+5.05%

Turnover Ratio

5.0%

New Purchases

6 stocks

$4.0M

Added To

92 stocks

+$29.0M

Sold Out Of

11 stocks

$4.6M

Reduced Holdings

41 stocks

-$6.2M

Increased Positions

Position	Shares Δ	Change
1 Dollar General DG	New	0 → 14.5K +$1.5M
2 FedEx FDX	New	0 → 4.8K +$1.1M
3 FT Vest U.S. Equity Deep Buffer ETF DSEP	New	0 → 16.6K +$732.4K
4 Advanced Micro Devices AMD	New	0 → 1.8K +$287.3K
5 Applied Materials AMAT	New	0 → 1.1K +$233.2K

Decreased Positions

Position	Shares Δ	Change
1 Clorox CLX	Sold	11.3K → 0 −$1.4M
2 United Parcel Service, Inc. UPS	Sold	12.0K → 0 −$1.2M
3 FT Vest U.S. Equity Deep Buffer ETF DNOV	Sold	6.8K → 0 −$304.9K
4 UPRO ProShares UltraPro S&P 500 UPRO	Sold	3.3K → 0 −$298.5K
5 iShares S&P 500 Growth ETF IVW	Sold	2.6K → 0 −$284.9K

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Analytics

Portfolio insights and performance metrics for PRECEDENT WEALTH PARTNERS, LLC

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Sector Allocation

ETF

72.50%

Technology

7.70%

Financial Services

3.50%

Industrials

3.10%

Energy

2.80%

Healthcare

2.70%

Consumer Defensive

2.70%

Consumer Cyclical

2.40%

Communication Services

1.30%

Utilities

0.80%

Basic Materials

0.40%

Market Cap Distribution

Mega Cap (> $200B)

13.40%

Large Cap ($10B - $200B)

13.69%

Mid Cap ($2B - $10B)

0.19%

Small Cap ($300M - $2B)

0.11%

N/A (ETF or Unknown)

72.62%

Portfolio Concentration

Top 10 Holdings %

32.69%

Top 20 Holdings %

48.58%

Top 50 Holdings %

72.94%

Top 100 Holdings %

92.98%