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
$0
$6.59 Million 0.07% of portfolio
144,076
Q2 2025 Reduced 1.78%
$0
$7 Million 0.07% of portfolio
43,402
Q2 2025 Reduced 0.22%
$0
$6.43 Million 0.07% of portfolio
133,034
Q2 2025 Reduced 1.68%
$0
$6.91 Million 0.07% of portfolio
213,768
Q2 2025 New
$2.7B
$6.48 Million 0.07% of portfolio
49,960
Q2 2025 Added 45.3%
$1.57B
$6.86 Million 0.07% of portfolio
327,903
Q2 2025 Added 4.79%
$0
$6.73 Million 0.07% of portfolio
72,611
Q2 2025 Added 62.81%
$0
$6.38 Million 0.07% of portfolio
67,938
Q2 2025 Added 29.55%
$0
$7.23 Million 0.07% of portfolio
153,696
Q2 2025 Added 155.16%
$4.01B
$6.91 Million 0.07% of portfolio
54,898
Q2 2025 New
$60.6B
$6.88 Million 0.07% of portfolio
234,179
Q2 2025 Added 2.64%
$7.31B
$6.91 Million 0.07% of portfolio
199,783
Q2 2025 Added 97.99%
$6.92B
$7.01 Million 0.07% of portfolio
31,389
Q2 2025 Reduced 18.04%
$6.31B
$7.14 Million 0.07% of portfolio
91,649
Q2 2025 Added 2.77%
$3.97B
$6.65 Million 0.07% of portfolio
48,828
Q2 2025 Reduced 61.31%
$0
$7.17 Million 0.07% of portfolio
177,017
Q2 2025 Reduced 1.73%
$0
$6.41 Million 0.07% of portfolio
228,624
Q2 2025 Reduced 0.8%
$137B
$6.38 Million 0.07% of portfolio
27,749
Q2 2025 Added 1.86%
$123B
$6.99 Million 0.07% of portfolio
80,164
Q2 2025 Added 39.88%
$11.6B
$5.94 Million 0.06% of portfolio
121,095
Q2 2025 Reduced 64.28%
$150B
$5.63 Million 0.06% of portfolio
28,492
Q2 2025 Added 3.52%
$17.3B
$5.62 Million 0.06% of portfolio
212,070
Q2 2025 Added 10.36%
$0
$6.16 Million 0.06% of portfolio
61,517
Q2 2025 Added 0.77%
$23.6B
$6.07 Million 0.06% of portfolio
19,336
Q2 2025 Added 5.01%
$0
$6.03 Million 0.06% of portfolio
116,026
Q2 2025 Reduced 6.12%
$0
$5.91 Million 0.06% of portfolio
282,677
Q2 2025 Reduced 4.81%
$0
$5.46 Million 0.06% of portfolio
24,025
Q2 2025 Added 14.48%
$26.8B
$5.64 Million 0.06% of portfolio
54,950
Q2 2025 Added 85.9%
$0
$6.01 Million 0.06% of portfolio
54,546
Q2 2025 Added 21.68%
$0
$5.92 Million 0.06% of portfolio
20,700
Q2 2025 Reduced 13.77%
$0
$6.1 Million 0.06% of portfolio
76,060
Q2 2025 New
$0
$6.31 Million 0.06% of portfolio
125,731
Q2 2025 Added 6.52%
$0
$6.19 Million 0.06% of portfolio
269,152
Q2 2025 Added 4.23%
$0
$5.47 Million 0.06% of portfolio
108,421
Q2 2025 New
$0
$6.13 Million 0.06% of portfolio
95,908
Q2 2025 Added 1.99%
$45.4B
$6.21 Million 0.06% of portfolio
10,772
Q2 2025 Added 2.0%
$205B
$5.61 Million 0.06% of portfolio
42,458
Q2 2025 Added 11.93%
$0
$5.96 Million 0.06% of portfolio
139,418
Q2 2025 Reduced 7.53%
$4.29B
$6.03 Million 0.06% of portfolio
96,289
Q2 2025 Reduced 2.53%
$314B
$6.16 Million 0.06% of portfolio
25,857
Q2 2025 Added 116.43%
$1.2T
$5.91 Million 0.06% of portfolio
26,095
Q2 2025 Added 7.18%
$72.6B
$5.43 Million 0.06% of portfolio
119,983
Q2 2025 Added 64.85%
$63.8B
$6.12 Million 0.06% of portfolio
60,614
Q2 2025 Added 85.03%
$7.84B
$5.38 Million 0.06% of portfolio
16,482
Q2 2025 Added 17.26%
$38.4B
$5.02 Million 0.05% of portfolio
27,116
Q2 2025 Added 180.99%
$5.08B
$4.85 Million 0.05% of portfolio
91,281
Q2 2025 Added 91.54%
$22.3B
$4.47 Million 0.05% of portfolio
25,016
Q2 2025 Added 19.17%
$23.3B
$4.61 Million 0.05% of portfolio
89,608
Q2 2025 New
$43.2B
$5.11 Million 0.05% of portfolio
14,578
Q2 2025 Added 302.93%

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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