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 Market Cap. of $300 Millions to $2 Billions
