Institutions / Concord Wealth Partners
Concord Wealth Partners
CIK 1814214 · Institution · as of Dec 31, 2025
Portfolio value
$769.74M
Positions
844
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 844 →
| Company | Value | % of portfolio |
|---|---|---|
| NVIDIA Corp | $37.52M | 4.9% |
| SPDR Index Shs Fds | $32.91M | 4.3% |
| Ssga Active Tr | $32.44M | 4.2% |
| iShares Tr | $32.14M | 4.2% |
| SPDR Series Trust | $32.08M | 4.2% |
| SPDR Series Trust | $30.94M | 4.0% |
| SPDR Series Trust | $30.89M | 4.0% |
| SPDR Series Trust | $23.40M | 3.0% |
| Microsoft Corp | $19.69M | 2.6% |
| American Centy ETF Tr | $18.69M | 2.4% |
| Apple Inc. | $17.75M | 2.3% |
| Dimensional ETF Trust | $13.07M | 1.7% |
| WisdomTree Tr | $11.82M | 1.5% |
| Dimensional ETF Trust | $11.68M | 1.5% |
| Dimensional ETF Trust | $11.17M | 1.5% |
| Broadcom Inc. | $11.00M | 1.4% |
| SPDR Index Shs Fds | $10.82M | 1.4% |
| Amazon.com Inc | $10.21M | 1.3% |
| JPMORGAN CHASE & CO | $9.68M | 1.3% |
| Alphabet Inc. | $9.24M | 1.2% |
| Invesco Exchange Traded Fd T | $8.98M | 1.2% |
| American Centy ETF Tr | $8.91M | 1.2% |
| Invesco Exchange Traded Fd T | $8.70M | 1.1% |
| Meta Platforms Inc | $8.29M | 1.1% |
| iShares Tr | $7.31M | 0.9% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.