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
$29.5B
$16.5 Million 0.17% of portfolio
30,929
Q2 2025 Reduced 17.23%
$10.3B
$16.5 Million 0.17% of portfolio
64,346
Q2 2025 Reduced 11.63%
$0
$16.6 Million 0.17% of portfolio
128,763
Q2 2025 New
$168B
$16.1 Million 0.17% of portfolio
139,613
Q2 2025 Added 4.47%
$100B
$15.5 Million 0.16% of portfolio
334,309
Q2 2025 Added 33.47%
$70.1B
$15.6 Million 0.16% of portfolio
171,109
Q2 2025 Reduced 0.03%
$126B
$16 Million 0.16% of portfolio
178,054
Q2 2025 Added 6.68%
$73.2B
$15.2 Million 0.16% of portfolio
127,180
Q2 2025 Added 3.53%
$69.9B
$15.2 Million 0.16% of portfolio
489,122
Q2 2025 Added 1.3%
$463B
$15.6 Million 0.16% of portfolio
101,880
Q2 2025 Reduced 42.99%
$24.5B
$15.2 Million 0.16% of portfolio
63,437
Q2 2025 Added 1.36%
$10.1B
$14.7 Million 0.15% of portfolio
34,387
Q2 2025 Added 30.78%
$18.4B
$15 Million 0.15% of portfolio
29,446
Q2 2025 Reduced 13.55%
$0
$14.3 Million 0.15% of portfolio
98,905
Q2 2025 Added 0.27%
$0
$14.9 Million 0.15% of portfolio
135,078
Q2 2025 Added 519.08%
$233B
$14.4 Million 0.15% of portfolio
98,764
Q2 2025 Added 57.45%
$0
$14.2 Million 0.15% of portfolio
72,688
Q2 2025 Reduced 22.78%
$15.1B
$14.8 Million 0.15% of portfolio
201,460
Q2 2025 Reduced 12.36%
$12.1B
$13.4 Million 0.14% of portfolio
109,643
Q2 2025 New
$0
$13.4 Million 0.14% of portfolio
653,282
Q2 2025 Added 6.72%
$89.1B
$13.7 Million 0.14% of portfolio
47,124
Q2 2025 Added 61.42%
$0
$13.7 Million 0.14% of portfolio
106,552
Q2 2025 Added 0.93%
$0
$13.9 Million 0.14% of portfolio
100,550
Q2 2025 Added 80.27%
$36.4B
$13.8 Million 0.14% of portfolio
89,696
Q2 2025 Reduced 10.01%
$0
$13.5 Million 0.14% of portfolio
507,927
Q2 2025 Added 5.11%
$0
$13.9 Million 0.14% of portfolio
596,702
Q2 2025 Reduced 2.85%
$73.2B
$13.5 Million 0.14% of portfolio
86,506
Q2 2025 Added 0.89%
$209B
$12.9 Million 0.13% of portfolio
446,629
Q2 2025 Added 28.36%
$6.03B
$12.4 Million 0.13% of portfolio
43,450
Q2 2025 Reduced 5.67%
$0
$12.7 Million 0.13% of portfolio
579,322
Q2 2025 Added 36.68%
$85.4B
$12.6 Million 0.13% of portfolio
137,925
Q2 2025 Added 252.15%
$27.4B
$12.5 Million 0.13% of portfolio
112,312
Q2 2025 Reduced 10.71%
$25.2B
$12.4 Million 0.13% of portfolio
23,080
Q2 2025 Added 3.19%
$49.9B
$13.1 Million 0.13% of portfolio
231,985
Q2 2025 Added 15.22%
$0
$12.3 Million 0.13% of portfolio
196,566
Q2 2025 New
$254B
$12.2 Million 0.13% of portfolio
17,305
Q2 2025 Reduced 69.05%
$10.2B
$12.8 Million 0.13% of portfolio
245,177
Q2 2025 Reduced 12.67%
$218B
$13 Million 0.13% of portfolio
44,219
Q2 2025 Added 5.35%
$0
$12.9 Million 0.13% of portfolio
513,564
Q2 2025 New
$0
$13 Million 0.13% of portfolio
368,101
Q2 2025 New
$4.34B
$12.6 Million 0.13% of portfolio
76,340
Q2 2025 Added 1.98%
$3.39B
$13 Million 0.13% of portfolio
163,185
Q2 2025 Added 0.33%
$24.3B
$12.9 Million 0.13% of portfolio
133,377
Q2 2025 Added 50.32%
$8.15B
$12.2 Million 0.13% of portfolio
191,225
Q2 2025 Added 4.69%
$4.36B
$12.6 Million 0.13% of portfolio
224,820
Q2 2025 Added 0.13%
$193B
$12.3 Million 0.13% of portfolio
30,432
Q2 2025 Added 5.08%
$290B
$13 Million 0.13% of portfolio
41,639
Q2 2025 Added 33.73%
$0
$12.3 Million 0.13% of portfolio
236,147
Q2 2025 Reduced 24.84%
$0
$12.8 Million 0.13% of portfolio
34,944
Q2 2025 Reduced 0.2%

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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