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
$144B
$5.24 Million 0.05% of portfolio
10,309
Q2 2025 Added 19.89%
$0
$4.65 Million 0.05% of portfolio
100,599
Q2 2025 Added 2.97%
$9.12B
$4.74 Million 0.05% of portfolio
11,571
Q2 2025 Added 8.91%
$47.8B
$4.58 Million 0.05% of portfolio
28,677
Q2 2025 New
$8.05B
$4.59 Million 0.05% of portfolio
34,999
Q2 2025 New
$0
$5.07 Million 0.05% of portfolio
41,739
Q2 2025 Added 353.93%
$0
$5.14 Million 0.05% of portfolio
72,925
Q2 2025 Added 1.12%
$0
$4.88 Million 0.05% of portfolio
49,061
Q2 2025 Added 709.59%
$0
$4.56 Million 0.05% of portfolio
43,606
Q2 2025 Reduced 2.02%
$0
$5.11 Million 0.05% of portfolio
47,822
Q2 2025 Added 13.66%
$0
$4.47 Million 0.05% of portfolio
53,167
Q2 2025 Reduced 2.97%
$10.5B
$5.12 Million 0.05% of portfolio
10,579
Q2 2025 Added 0.98%
$8.81B
$5.1 Million 0.05% of portfolio
137,784
Q2 2025 Added 17.22%
$119B
$5.14 Million 0.05% of portfolio
11,093
Q2 2025 Reduced 2.71%
$53.6B
$4.62 Million 0.05% of portfolio
59,693
Q2 2025 Added 11.51%
$14.8B
$4.48 Million 0.05% of portfolio
14,258
Q2 2025 Added 1.6%
$255B
$4.95 Million 0.05% of portfolio
35,125
Q2 2025 Added 19.0%
$11.1B
$4.41 Million 0.05% of portfolio
14,043
Q2 2025 Added 5.9%
$127B
$4.48 Million 0.05% of portfolio
64,859
Q2 2025 Reduced 0.08%
$25.1B
$4.96 Million 0.05% of portfolio
28,797
Q2 2025 Added 3.65%
$81.2B
$4.44 Million 0.05% of portfolio
59,767
Q2 2025 Added 66.86%
$2.58B
$4.58 Million 0.05% of portfolio
81,894
Q2 2025 Reduced 4.49%
$145B
$4.79 Million 0.05% of portfolio
17,944
Q2 2025 Added 63.71%
$9.01B
$4.44 Million 0.05% of portfolio
109,147
Q2 2025 Added 4.29%
$174B
$4.55 Million 0.05% of portfolio
49,823
Q2 2025 Added 144.75%
$17.3B
$5.05 Million 0.05% of portfolio
16,223
Q2 2025 Added 141.05%
$56.4B
$4.94 Million 0.05% of portfolio
131,856
Q2 2025 Added 89.59%
$40.8B
$4.41 Million 0.05% of portfolio
58,161
Q2 2025 Added 381.54%
$63.6B
$4.81 Million 0.05% of portfolio
17,969
Q2 2025 Added 51.45%
$0
$4.66 Million 0.05% of portfolio
183,992
Q2 2025 Added 163.45%
$0
$5.28 Million 0.05% of portfolio
68,223
Q2 2025 Reduced 1.88%
$0
$4.79 Million 0.05% of portfolio
40,225
Q2 2025 Reduced 44.18%
$0
$5.23 Million 0.05% of portfolio
41,103
Q2 2025 Added 27.05%
$0
$4.39 Million 0.05% of portfolio
25,692
Q2 2025 Added 71.9%
$0
$5.01 Million 0.05% of portfolio
108,132
Q2 2025 Added 1.57%
$5.07B
$5.15 Million 0.05% of portfolio
50,823
Q2 2025 Added 85.03%
$0
$4.63 Million 0.05% of portfolio
56,332
Q2 2025 Reduced 1.67%
$3.03B
$5.04 Million 0.05% of portfolio
160,051
Q2 2025 Added 1.63%
$96.3B
$5.32 Million 0.05% of portfolio
12,164
Q2 2025 Added 194.1%
$114B
$4.53 Million 0.05% of portfolio
15,636
Q2 2025 Added 166.51%
$0
$4.08 Million 0.04% of portfolio
83,538
Q2 2025 Reduced 7.92%
$166B
$4.03 Million 0.04% of portfolio
10,419
Q2 2025 Added 6.05%
$94.9B
$3.66 Million 0.04% of portfolio
16,569
Q2 2025 Added 3.99%
$42.4B
$4.09 Million 0.04% of portfolio
22,595
Q2 2025 Added 80.67%
$13.9B
$3.42 Million 0.04% of portfolio
19,513
Q2 2025 Added 5.16%
$122B
$3.61 Million 0.04% of portfolio
24,139
Q2 2025 Added 9.67%
$2.55B
$3.52 Million 0.04% of portfolio
80,562
Q2 2025 Added 3.3%
$0
$3.65 Million 0.04% of portfolio
99,278
Q2 2025 Added 10.3%
$418B
$4.36 Million 0.04% of portfolio
4,407
Q2 2025 Reduced 92.98%

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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