Congress Wealth Management LLC Portfolio Holdings

Congress Wealth Management LLC

  • $9.76 Billion
  • Q2 2025

Congress Wealth Management LLC has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $9.76 Billion distributed in 1179 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $396M, Apple Inc. with a value of $394M, Microsoft Corp with a value of $244M, Nvidia Corp with a value of $202M, and Financial Sector Spdr with a value of $151M.

Examining the 13F form we can see an increase of $1.86B in the current position value, from $7.9B to 9.76B.

Congress Wealth Management LLC is based out at Boston, MA

Below you can find more details about Congress Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $9.76 Billion
ETFs: $4.44 Billion
Technology: $1.69 Billion
Financial Services: $809 Million
Industrials: $619 Million
Healthcare: $578 Million
Communication Services: $413 Million
Consumer Cyclical: $405 Million
Consumer Defensive: $318 Million
Other: $481 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$396 Million 4.05% of portfolio
1,301,321
Q2 2025 Added 1,845.87%
$0
$151 Million 1.55% of portfolio
2,879,565
Q2 2025 Added 0.57%
$0
$130 Million 1.33% of portfolio
715,904
Q2 2025 Added 5.35%
$0
$119 Million 1.22% of portfolio
2,631,676
Q2 2025 Added 3.09%
$0
$111 Million 1.13% of portfolio
1,019,877
Q2 2025 Added 1.76%
$0
$108 Million 1.11% of portfolio
190,320
Q2 2025 Added 149.78%
$0
$90.4 Million 0.93% of portfolio
1,319,578
Q2 2025 Added 1.2%
$0
$72.2 Million 0.74% of portfolio
535,405
Q2 2025 Added 7.86%
$0
$72.3 Million 0.74% of portfolio
918,429
Q2 2025 Added 1,747.98%
$0
$72.5 Million 0.74% of portfolio
984,103
Q2 2025 Added 2,237.26%
$0
$66.8 Million 0.68% of portfolio
2,511,689
Q2 2025 Added 1.81%
$0
$63 Million 0.65% of portfolio
346,053
Q2 2025 Added 3.15%
$9.76B
$62.1 Million 0.64% of portfolio
947,412
Q2 2025 Reduced 13.56%
$0
$61.1 Million 0.63% of portfolio
1,401,130
Q2 2025 Added 19.37%
$0
$60.1 Million 0.62% of portfolio
969,258
Q2 2025 Added 20.97%
$0
$58.9 Million 0.6% of portfolio
441,958
Q2 2025 Added 4.11%
$0
$58 Million 0.59% of portfolio
132,273
Q2 2025 Added 10.38%
$0
$55.9 Million 0.57% of portfolio
90,549
Q2 2025 Added 22.08%
$0
$54.8 Million 0.56% of portfolio
316,228
Q2 2025 Reduced 0.72%
$0
$52.7 Million 0.54% of portfolio
589,190
Q2 2025 Added 6.98%
$0
$51.3 Million 0.53% of portfolio
469,420
Q2 2025 Reduced 2.42%
$0
$50.9 Million 0.52% of portfolio
465,815
Q2 2025 Added 7.06%
$0
$49.6 Million 0.51% of portfolio
692,760
Q2 2025 Reduced 27.52%
$0
$48.5 Million 0.5% of portfolio
274,500
Q2 2025 Added 30.76%
$0
$48 Million 0.49% of portfolio
631,465
Q2 2025 Added 1.72%
$0
$45.1 Million 0.46% of portfolio
532,183
Q2 2025 Added 4.35%
$0
$44.8 Million 0.46% of portfolio
891,034
Q2 2025 Added 2.41%
$0
$45.1 Million 0.46% of portfolio
190,237
Q2 2025 Added 790.46%
$0
$44.1 Million 0.45% of portfolio
540,490
Q2 2025 Added 5,207.25%
$0
$43.2 Million 0.44% of portfolio
723,322
Q2 2025 Added 0.68%
$0
$39.2 Million 0.4% of portfolio
945,399
Q2 2025 Added 0.79%
$0
$38.8 Million 0.4% of portfolio
702,311
Q2 2025 Added 3.18%
$0
$37.6 Million 0.39% of portfolio
633,054
Q2 2025 Added 4.71%
$0
$37.5 Million 0.38% of portfolio
719,865
Q2 2025 Added 1,645.51%
$0
$35.8 Million 0.37% of portfolio
242,677
Q2 2025 Added 3.5%
$0
$34.9 Million 0.36% of portfolio
409,969
Q2 2025 Added 28.35%
$0
$34.5 Million 0.35% of portfolio
1,179,900
Q2 2025 Added 3.42%
$0
$32.8 Million 0.34% of portfolio
187,919
Q2 2025 Reduced 9.05%
$0
$33.3 Million 0.34% of portfolio
1,361,734
Q2 2025 Added 0.03%
$0
$33.3 Million 0.34% of portfolio
50,137
Q2 2025 Added 22.62%
$0
$33.6 Million 0.34% of portfolio
377,695
Q2 2025 Added 559.2%
$0
$30.2 Million 0.31% of portfolio
71,209
Q2 2025 Reduced 2.95%
$0
$30.7 Million 0.31% of portfolio
1,092,802
Q2 2025 New
$0
$29.6 Million 0.3% of portfolio
120,120
Q2 2025 Added 142.17%
$0
$29.3 Million 0.3% of portfolio
390,466
Q2 2025 Added 1.56%
$0
$29.6 Million 0.3% of portfolio
119,011
Q2 2025 Added 7.35%
$0
$27.8 Million 0.29% of portfolio
127,955
Q2 2025 Reduced 40.9%
$0
$26.9 Million 0.28% of portfolio
849,120
Q2 2025 Added 0.66%
$0
$26.7 Million 0.27% of portfolio
871,928
Q2 2025 Added 0.55%

Summary

  • Portfolio
  • No. of Stocks 1,179
  • Current Value $9.76 Billion
  • Prior Value $7.9 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 161 stocks
  • Additional Purchases 701 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 269 stocks
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