Concord Wealth Partners Portfolio Holdings

Concord Wealth Partners

  • $710 Million
  • Q3 2025

Concord Wealth Partners has filed its 13F form on November 05, 2025 for Q3 2025 where it was disclosed a total value porftolio of $710 Million distributed in 833 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $33.8M, Ssga Active Tr Spdr Blackstone with a value of $31.4M, Ishares Tr with a value of $31.1M, Spdr Portfolio Short Term Corp with a value of $31M, and Spdr Ser Tr Fds Spdr Portfolio with a value of $29.9M.

Examining the 13F form we can see an increase of $37.4M in the current position value, from $673M to 710M.

Below you can find more details about Concord Wealth Partners portfolio as well as his latest detailed transactions.

Portfolio value $710 Million
ETFs: $404 Million
Technology: $105 Million
Financial Services: $46.8 Million
Healthcare: $26.6 Million
Consumer Cyclical: $26.5 Million
Communication Services: $24.5 Million
Industrials: $23.1 Million
Consumer Defensive: $17.3 Million
Other: $25.1 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$465B
$33.8 Million 4.76% of portfolio
181,056
Q3 2025 Reduced 12.32%
$3.78T
$20.2 Million 2.84% of portfolio
38,946
Q3 2025 Reduced 0.1%
$4.3T
$16.5 Million 2.32% of portfolio
64,688
Q3 2025 Reduced 5.96%
$139B
$10.1 Million 1.43% of portfolio
30,757
Q3 2025 Reduced 1.61%
$881B
$9.21 Million 1.3% of portfolio
29,198
Q3 2025 Added 0.19%
$2.39T
$9.21 Million 1.3% of portfolio
41,955
Q3 2025 Reduced 4.86%
$1.37T
$8.41 Million 1.18% of portfolio
11,449
Q3 2025 Added 1.13%
$1.65T
$7.03 Million 0.99% of portfolio
28,920
Q3 2025 Reduced 7.41%
$662B
$4.67 Million 0.66% of portfolio
9,294
Q3 2025 Reduced 1.13%
$265B
$4.49 Million 0.63% of portfolio
5,642
Q3 2025 Added 3.58%
$306B
$4.42 Million 0.62% of portfolio
66,654
Q3 2025 Added 8.46%
$291B
$4.38 Million 0.62% of portfolio
9,180
Q3 2025 Reduced 5.13%
$367B
$4.38 Million 0.62% of portfolio
10,807
Q3 2025 Added 6.68%
$123B
$4.38 Million 0.62% of portfolio
8,783
Q3 2025 Added 4.87%
$490B
$4.22 Million 0.59% of portfolio
37,407
Q3 2025 Added 1.31%
$270B
$3.77 Million 0.53% of portfolio
23,710
Q3 2025 Added 0.08%
$168B
$3.6 Million 0.51% of portfolio
47,657
Q3 2025 Reduced 14.69%
$98.6B
$3.56 Million 0.5% of portfolio
37,567
Q3 2025 Reduced 15.59%
$346B
$3.35 Million 0.47% of portfolio
21,820
Q3 2025 Added 0.71%
$136B
$3.33 Million 0.47% of portfolio
14,095
Q3 2025 Added 10.56%
$512B
$3.17 Million 0.45% of portfolio
5,573
Q3 2025 Reduced 3.4%
$533B
$3.18 Million 0.45% of portfolio
9,305
Q3 2025 Added 0.11%
$59.5B
$3.19 Million 0.45% of portfolio
69,847
Q2 2025 Reduced 0.4%
$113B
$3.06 Million 0.43% of portfolio
32,367
Q3 2025 Added 1.28%
$1.29T
$3.08 Million 0.43% of portfolio
6,917
Q3 2025 Reduced 17.51%
$279B
$2.88 Million 0.41% of portfolio
27,938
Q3 2025 Added 0.27%
$121B
$2.89 Million 0.41% of portfolio
3,740
Q3 2025 Added 4.79%
$193B
$2.93 Million 0.41% of portfolio
25,592
Q3 2025 Added 63.47%
$404B
$2.84 Million 0.4% of portfolio
3,064
Q3 2025 Added 9.86%
$103B
$2.76 Million 0.39% of portfolio
36,569
Q3 2025 Added 7.31%
$183B
$2.74 Million 0.39% of portfolio
9,700
Q3 2025 Added 2.46%
$140B
$2.67 Million 0.38% of portfolio
7,133
Q3 2025 Added 0.76%
$104B
$2.68 Million 0.38% of portfolio
9,123
Q3 2025 Added 2.69%
$197B
$2.73 Million 0.38% of portfolio
13,324
Q3 2025 Added 5.74%
$971B
$2.69 Million 0.38% of portfolio
3,527
Q3 2025 Reduced 3.42%
$237B
$2.54 Million 0.36% of portfolio
10,709
Q3 2025 Added 12.98%
$1.74T
$2.47 Million 0.35% of portfolio
10,161
Q3 2025 Reduced 4.42%
$182B
$2.39 Million 0.34% of portfolio
3,503
Q3 2025 Added 24.62%
$12.2B
$2.28 Million 0.32% of portfolio
11,687
Q3 2025 Reduced 11.44%
$123B
$2.21 Million 0.31% of portfolio
7,841
Q3 2025 Reduced 1.36%
$593B
$2.2 Million 0.31% of portfolio
7,814
Q3 2025 Added 227.08%
$46.8B
$2.21 Million 0.31% of portfolio
2,317
Q3 2025 Added 11.99%
$224B
$2.13 Million 0.3% of portfolio
7,025
Q3 2025 Reduced 3.9%
$170B
$2.07 Million 0.29% of portfolio
14,350
Q3 2025 Reduced 1.49%
$67.3B
$2.06 Million 0.29% of portfolio
7,365
Q3 2025 Added 2.02%
$266B
$2.02 Million 0.28% of portfolio
7,172
Q3 2025 Added 15.6%
$17.2B
$1.81 Million 0.26% of portfolio
18,483
Q3 2025 Added 3.06%
$86.4B
$1.87 Million 0.26% of portfolio
5,327
Q3 2025 Added 2.92%
$193B
$1.78 Million 0.25% of portfolio
3,981
Q3 2025 Added 13.19%

Summary

  • Portfolio
  • No. of Stocks 833
  • Current Value $710 Million
  • Prior Value $673 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 05, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 32 stocks
  • Additional Purchases 188 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 218 stocks
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