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 Trade History
$68B
$271,000 0.0% of portfolio
2,585
Q2 2025 New
Rocket Lab Corp
-
$0 0.0% of portfolio
-
Q2 2025 New
$39.6B
$296,000 0.0% of portfolio
894
Q2 2025 Added 4.81%
$14.4B
$262,000 0.0% of portfolio
4,555
Q2 2025 New
$11.9B
$280,000 0.0% of portfolio
3,120
Q2 2025 New
$0
$323,000 0.0% of portfolio
1,364
Q2 2025 New
$0
$311,000 0.0% of portfolio
9,548
Q2 2025 Reduced 1.88%
$0
$407,000 0.0% of portfolio
5,115
Q2 2025 Reduced 3.73%
$0
$317,000 0.0% of portfolio
13,522
Q2 2025 Reduced 2.69%
$0
$320,000 0.0% of portfolio
11,150
Q2 2025 Reduced 99.57%
-
$0 0.0% of portfolio
-
Q2 2025 New
$4.41B
$390,000 0.0% of portfolio
21,196
Q2 2025 Added 96.71%
Sandisk Corp
-
$0 0.0% of portfolio
-
Q2 2025 Added 7.02%
$9.47B
$431,000 0.0% of portfolio
5,913
Q2 2025 Added 2.83%
$0
$474,000 0.0% of portfolio
20,859
Q2 2025 Added 0.22%
Septerna Inc
-
$0 0.0% of portfolio
-
Q2 2025 New
Six Flags Entertainment Corp
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 0.04%
$11.8B
$296,000 0.0% of portfolio
3,017
Q2 2025 Added 0.73%
Solventum Corp
-
$0 0.0% of portfolio
-
Q2 2025 Added 6.14%
$74.3B
$415,000 0.0% of portfolio
4,106
Q2 2025 Added 8.85%
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 16.35%
$831M
$375,000 0.0% of portfolio
12,215
Q2 2025 New
$11B
$248,000 0.0% of portfolio
3,674
Q2 2025 New
$42.2B
$393,000 0.0% of portfolio
3,703
Q2 2025 Added 22.45%
Super Micro Computer Inc
-
$0 0.0% of portfolio
-
Q2 2025 New
Tko Group Holdings Inc
-
$0 0.0% of portfolio
-
Q2 2025 New
$46.6B
$206,000 0.0% of portfolio
13,378
Q2 2025 New
$1.18B
$271,000 0.0% of portfolio
62,000
Q2 2025 Added 19.23%
Thor Finl Technologies Tr
-
$0 0.0% of portfolio
-
Q2 2025 New
$45.6M
$115,000 0.0% of portfolio
359,446
Q2 2025 New
Touchstone ETF Trust
-
$0 0.0% of portfolio
-
Q2 2025 New
$75.9B
$412,000 0.0% of portfolio
271
Q2 2025 Added 7.97%
$18.3B
$358,000 0.0% of portfolio
2,882
Q2 2025 Added 14.0%
$943M
$132,000 0.0% of portfolio
19,464
Q2 2025 Reduced 25.35%
$483M
$305,000 0.0% of portfolio
140,000
Q2 2025 Reduced 12.5%
$58.6B
$427,000 0.0% of portfolio
3,178
Q2 2025 Added 16.28%
$5.3B
$351,000 0.0% of portfolio
39,319
Q2 2025 Reduced 40.06%
$0
$332,000 0.0% of portfolio
13,707
Q2 2025 Added 15.81%
$0
$178,000 0.0% of portfolio
10,577
Q1 2025 New
$0
$323,000 0.0% of portfolio
1,159
Q2 2025 New
Vaneck Bitcoin ETF
-
$0 0.0% of portfolio
-
Q2 2025 Added 57.13%
$0
$328,000 0.0% of portfolio
3,834
Q2 2025 New
$0
$258,000 0.0% of portfolio
919
Q2 2025 New
$27.2B
$409,000 0.0% of portfolio
6,485
Q2 2025 Added 102.66%
Veralto Corp
-
$0 0.0% of portfolio
-
Q2 2025 Added 1.94%
$2.55B
$241,000 0.0% of portfolio
24,000
Q2 2025 Reduced 0.01%
$12.8B
$199,000 0.0% of portfolio
22,299
Q2 2025 Added 8.39%
Virgin Galactic Holdings Inc
-
$0 0.0% of portfolio
-
Q2 2025 New
$78.7B
$386,000 0.0% of portfolio
1,996
Q2 2025 New

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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