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

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
BAX Baxter International Inc Healthcare	$12.2B	$1.13 Million 0.01% of portfolio	37,195	Q2 2025 Added 87.01%
BDX Becton Dickinson & CO Healthcare	$53.7B	$995,000 0.01% of portfolio	5,779	Q2 2025 Added 3.2%
BHLB Berkshire Hills Bancorp Inc Financial Services	$1.18B	$871,000 0.01% of portfolio	34,797	Q2 2025 Added 114.47%
BIIB Biogen Inc. Healthcare	$20.1B	$515,000 0.01% of portfolio	4,106	Q2 2025 Added 35.38%
DYNF Blackrock ETF Tr U S Equity Fa ETFs	$0	$1.28 Million 0.01% of portfolio	23,544	Q2 2025 Added 0.05%
BKNG Booking Holdings Inc. Consumer Cyclical	$219B	$1.4 Million 0.01% of portfolio	242	Q2 2025 Added 9.5%
BC Brunswick Corp Consumer Cyclical	$4.72B	$623,000 0.01% of portfolio	11,293	Q2 2025 Added 69.28%
BLDR Builders First Source, Inc. Industrials	$21.4B	$508,000 0.01% of portfolio	4,360	Q2 2025 Reduced 15.65%
CBRE Cbre Group, Inc. Real Estate	$51.2B	$984,000 0.01% of portfolio	7,025	Q2 2025 New
CSX Csx Corp Industrials	$67.7B	$545,000 0.01% of portfolio	16,724	Q2 2025 Reduced 5.04%
CDNS Cadence Design Systems Inc Technology	$94B	$972,000 0.01% of portfolio	3,156	Q2 2025 Added 19.68%
CNI Canadian National Railway CO Industrials	$65.5B	$1.14 Million 0.01% of portfolio	10,999	Q2 2025 Added 43.25%
CGUS Capital Group Core Equity ETF	$0	$1.37 Million 0.01% of portfolio	37,230	Q2 2025 Added 7.37%
CGCP Capital Group Core Plus Income ETFs	$0	$1.05 Million 0.01% of portfolio	46,702	Q2 2025 Added 30.36%
CCL Carnival Corp Consumer Cyclical	$34.7B	$972,000 0.01% of portfolio	34,574	Q2 2025 Added 12.33%
CARR Carrier Global Corp Industrials	$53.1B	$1.1 Million 0.01% of portfolio	15,078	Q2 2025 Added 77.53%
CDAY Ceridian Hcm Holding Inc. Technology	$9.88B	$1.45 Million 0.01% of portfolio	22,476	Q2 2025 Added 0.16%
LNG Cheniere Energy, Inc. Energy	$60.2B	$718,000 0.01% of portfolio	2,949	Q2 2025 Added 41.92%
CHD Church & Dwight CO Inc Consumer Defensive	$22.7B	$1.11 Million 0.01% of portfolio	11,582	Q2 2025 Added 1.23%
CFG Citizens Financial Group Inc Financial Services	$25.6B	$866,000 0.01% of portfolio	19,360	Q2 2025 Added 19.23%
CLX Clorox CO Consumer Defensive	$14.8B	$561,000 0.01% of portfolio	4,680	Q2 2025 Added 0.6%
RQI Cohen & Steers Quality Income Realty Fund Inc Financial Services	$0	$1.05 Million 0.01% of portfolio	84,652	Q2 2025 Added 14.22%
CLBK Columbia Financial, Inc. Financial Services	$1.63B	$1.02 Million 0.01% of portfolio	70,113	Q2 2025 Reduced 2.77%
CBSH Commerce Bancshares Inc Financial Services	$7.43B	$526,000 0.01% of portfolio	8,469	Q2 2025 Reduced 30.98%
CRK Comstock Resources Inc Energy	$3.82B	$1.28 Million 0.01% of portfolio	46,385	Q1 2025 New
CAG Conagra Brands Inc. Consumer Defensive	$9B	$769,000 0.01% of portfolio	37,586	Q2 2025 Added 4.42%
CNMD Conmed Corp Healthcare	$1.63B	$1.4 Million 0.01% of portfolio	26,880	Q2 2025 Added 125.39%
CPNG Coupang, Inc. Consumer Cyclical	$45.2B	$1.15 Million 0.01% of portfolio	38,308	Q2 2025 Added 56.69%
CCI Crown Castle International Corp Real Estate	$42.5B	$516,000 0.01% of portfolio	5,032	Q2 2025 Added 24.55%
CFR Cullen/Frost Bankers, Inc. Financial Services	$8.31B	$761,000 0.01% of portfolio	5,922	Q2 2025 Added 0.53%
CMI Cummins Inc Industrials	$55.7B	$733,000 0.01% of portfolio	2,239	Q2 2025 Added 34.23%
CURI Curiosity Stream Inc. Communication Services	$232M	$642,000 0.01% of portfolio	114,208	Q2 2025 Reduced 15.51%
DTE Dte Energy CO Utilities	$26.3B	$723,000 0.01% of portfolio	5,464	Q2 2025 Added 8.22%
DFAU Dimensional ETF Tr ETFs	$0	$554,000 0.01% of portfolio	13,094	Q2 2025 Reduced 10.05%
DFAS Dimensional ETF Tr U S Small C ETFs	$0	$623,000 0.01% of portfolio	9,791	Q2 2025 Added 0.01%
DFUV Dimensional ETF Tr Us Marketwi ETFs	$0	$543,000 0.01% of portfolio	12,854	Q2 2025 Added 3.52%
DIHP Dimensional ETF Tr Dimensional ETFs	$0	$561,000 0.01% of portfolio	19,046	Q2 2025 Added 6.04%
DFIS Dimensional ETF Tr Dimensional ETFs	$0	$1.3 Million 0.01% of portfolio	43,464	Q2 2025 Reduced 6.49%
DFIC Dimensional ETF Tr Dimensional ETFs	$0	$906,000 0.01% of portfolio	29,171	Q2 2025 Added 9.5%
DFIV Dimensional ETF Tr ETFs	$0	$495,000 0.01% of portfolio	11,566	Q2 2025 Added 4.74%
DUHP Dimensional ETF Tr Dimensional ETFs	$0	$874,000 0.01% of portfolio	24,580	Q2 2025 Added 5.27%
DIN Dine Brands Global, Inc. Consumer Cyclical	$364M	$494,000 0.01% of portfolio	20,325	Q2 2025 New
DOV Dover Corp Industrials	$24.7B	$1.23 Million 0.01% of portfolio	6,701	Q2 2025 Added 49.94%
DKNG Draft Kings Inc. Consumer Cyclical	$21.5B	$893,000 0.01% of portfolio	20,828	Q2 2025 Reduced 3.22%
DY Dycom Industries Inc Industrials	$7.23B	$573,000 0.01% of portfolio	2,347	Q2 2025 Reduced 74.87%
EQT Eqt Corp Energy	$19.2B	$618,000 0.01% of portfolio	10,613	Q2 2025 Added 5.69%
EBC Eastern Bankshares, Inc. Financial Services	$3.05B	$817,000 0.01% of portfolio	53,522	Q2 2025 Added 0.19%
EBAY Ebay Inc Consumer Cyclical	$49.4B	$1.34 Million 0.01% of portfolio	17,994	Q2 2025 Added 214.86%
EW Edwards Lifesciences Corp Healthcare	$50.6B	$957,000 0.01% of portfolio	12,241	Q2 2025 Added 92.5%
ENB Enbridge Inc Energy	$97.8B	$751,000 0.01% of portfolio	16,579	Q2 2025 Reduced 1.49%

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Congress Wealth Management LLC , based on Form 13F filings with the SEC.

News

Stay updated on Congress Wealth Management LLC with notifications on news.

Account

Congress Wealth Management LLC Portfolio Holdings