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 Market Cap. of Under $50 Millions
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