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
$263B
$10 Million 0.1% of portfolio
102,491
Q2 2025 Added 18.21%
$120B
$9.05 Million 0.09% of portfolio
154,334
Q2 2025 Added 1.43%
$9.1B
$9.25 Million 0.09% of portfolio
59,118
Q2 2025 Reduced 21.14%
$126B
$8.95 Million 0.09% of portfolio
29,025
Q2 2025 Reduced 0.5%
$407B
$9.19 Million 0.09% of portfolio
194,244
Q2 2025 Added 38.8%
$4.64B
$8.61 Million 0.09% of portfolio
252,032
Q2 2025 Reduced 0.39%
$4.52B
$8.88 Million 0.09% of portfolio
30,965
Q2 2025 Reduced 2.35%
$3.17B
$8.68 Million 0.09% of portfolio
84,212
Q2 2025 Reduced 10.26%
$28.4B
$9.21 Million 0.09% of portfolio
219,388
Q2 2025 Added 6,111.44%
$62.1B
$8.69 Million 0.09% of portfolio
82,170
Q2 2025 Reduced 6.81%
$23.2B
$8.57 Million 0.09% of portfolio
47,574
Q2 2025 Reduced 21.37%
$9.9B
$8.99 Million 0.09% of portfolio
49,941
Q2 2025 Reduced 21.66%
$0
$8.47 Million 0.09% of portfolio
189,558
Q2 2025 Added 2.4%
$5.15B
$8.44 Million 0.09% of portfolio
90,244
Q2 2025 Reduced 1.79%
$272B
$9.12 Million 0.09% of portfolio
75,340
Q2 2025 Added 52.72%
$21.5B
$8.68 Million 0.09% of portfolio
241,915
Q2 2025 New
$0
$8.33 Million 0.09% of portfolio
110,966
Q2 2025 Added 0.38%
$46.3B
$8.35 Million 0.09% of portfolio
39,994
Q2 2025 Reduced 17.69%
$5.63B
$7.42 Million 0.08% of portfolio
161,542
Q2 2025 Reduced 1.43%
$65.2B
$7.92 Million 0.08% of portfolio
28,092
Q2 2025 Added 46.96%
$5.08B
$8.09 Million 0.08% of portfolio
125,071
Q2 2025 Reduced 1.56%
$5.21B
$7.87 Million 0.08% of portfolio
49,425
Q2 2025 Reduced 1.95%
$14.4B
$7.88 Million 0.08% of portfolio
75,686
Q2 2025 Reduced 13.59%
$87.2B
$8.12 Million 0.08% of portfolio
38,184
Q2 2025 Added 18.13%
$150B
$7.49 Million 0.08% of portfolio
209,871
Q2 2025 Added 56.5%
$39.7B
$8.12 Million 0.08% of portfolio
60,481
Q2 2025 Reduced 17.83%
$0
$8.13 Million 0.08% of portfolio
374,436
Q2 2025 Added 0.11%
$19.7B
$7.56 Million 0.08% of portfolio
62,355
Q2 2025 Added 108.21%
$0
$7.65 Million 0.08% of portfolio
35,455
Q2 2025 Added 14.76%
$0
$7.43 Million 0.08% of portfolio
150,987
Q2 2025 Added 925.45%
$43.6B
$7.92 Million 0.08% of portfolio
61,457
Q2 2025 Added 76.11%
$2.09B
$7.87 Million 0.08% of portfolio
94,779
Q2 2025 Reduced 2.55%
$98.7B
$8.07 Million 0.08% of portfolio
11,008
Q2 2025 Added 282.49%
$0
$7.81 Million 0.08% of portfolio
13,794
Q2 2025 Added 20.18%
$0
$7.68 Million 0.08% of portfolio
263,011
Q2 2025 Added 21.86%
$0
$8.13 Million 0.08% of portfolio
321,415
Q2 2025 Added 5.02%
$0
$7.51 Million 0.08% of portfolio
339,667
Q2 2025 Added 3.1%
$0
$8.14 Million 0.08% of portfolio
94,783
Q2 2025 Reduced 0.33%
$0
$7.62 Million 0.08% of portfolio
129,567
Q2 2025 Added 628.07%
$0
$7.55 Million 0.08% of portfolio
54,256
Q2 2025 Added 0.2%
$0
$7.74 Million 0.08% of portfolio
27,932
Q2 2025 Reduced 26.98%
$0
$7.48 Million 0.08% of portfolio
26,744
Q2 2025 Added 87.48%
$0
$7.83 Million 0.08% of portfolio
173,847
Q2 2025 Reduced 3.13%
$13.2B
$6.46 Million 0.07% of portfolio
59,900
Q2 2025 Added 4.54%
$3.6B
$6.52 Million 0.07% of portfolio
86,498
Q2 2025 Reduced 1.42%
$91B
$6.84 Million 0.07% of portfolio
13,436
Q2 2025 Added 23.22%
$58.9B
$7.15 Million 0.07% of portfolio
55,463
Q2 2025 Added 198.98%
$38.5B
$7.02 Million 0.07% of portfolio
102,327
Q2 2025 Reduced 2.64%
$7.46B
$6.43 Million 0.07% of portfolio
60,380
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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