Long-term investor
Precedent Wealth Partners, LLC @precedentwealthpartnersl
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002008666).
Record
- Tracked since 2025-06-30 (479 days), 154 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months -1.6% · 1 year +1.6% · all +1.6%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 921943858 · 6.9% · long · since 2025-09-30
- 922908769 · 5.1% · long · since 2025-09-30
- 922908363 · 3.8% · long · since 2025-09-30
- 33741X102 · 2.5% · long · since 2025-09-30
- 464287200 · 2.3% · long · since 2025-09-30
- 97717W851 · 2.3% · long · since 2025-09-30
- 33738R704 · 2.2% · long · since 2025-09-30
- 464287465 · 2.1% · long · since 2025-09-30
- 33740U562 · 2.1% · long · since 2026-09-30
- 316092295 · 2.0% · long · since 2026-06-30
- 97717W505 · 1.9% · long · since 2025-09-30
- 512807306 · 1.7% · long · since 2025-09-30