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
$23.6B
$3.67 Million 0.04% of portfolio
115,435
Q2 2025 Added 101.74%
$78.1B
$4.24 Million 0.04% of portfolio
31,811
Q2 2025 Added 739.56%
$14.2B
$3.53 Million 0.04% of portfolio
7,885
Q2 2025 New
$0
$3.7 Million 0.04% of portfolio
162,187
Q2 2025 Added 198.3%
$3.52B
$3.54 Million 0.04% of portfolio
24,923
Q2 2025 New
$14.1B
$3.59 Million 0.04% of portfolio
22,921
Q2 2025 Added 139.36%
$188B
$4.02 Million 0.04% of portfolio
5,099
Q2 2025 Added 24.73%
$0
$4.34 Million 0.04% of portfolio
126,661
Q2 2025 Reduced 1.34%
$0
$4.06 Million 0.04% of portfolio
71,839
Q2 2025 Reduced 9.02%
$0
$4.3 Million 0.04% of portfolio
140,007
Q2 2025 Reduced 5.76%
$0
$3.43 Million 0.04% of portfolio
18,742
Q2 2025 Added 60.12%
$0
$3.7 Million 0.04% of portfolio
158,521
Q2 2025 New
$0
$4.36 Million 0.04% of portfolio
77,281
Q2 2025 New
$0
$3.97 Million 0.04% of portfolio
69,793
Q2 2025 Added 5.31%
$14.1B
$3.62 Million 0.04% of portfolio
17,452
Q2 2025 Added 9.4%
$2.96B
$3.68 Million 0.04% of portfolio
31,711
Q2 2025 New
$3.51B
$3.52 Million 0.04% of portfolio
142,602
Q2 2025 Added 7.4%
$0
$3.87 Million 0.04% of portfolio
28,516
Q2 2025 Reduced 5.34%
$0
$3.8 Million 0.04% of portfolio
132,848
Q2 2025 Added 10.59%
$0
$3.84 Million 0.04% of portfolio
143,806
Q2 2025 Added 32.44%
$34.4B
$3.56 Million 0.04% of portfolio
53,410
Q2 2025 New
$177B
$3.99 Million 0.04% of portfolio
20,488
Q2 2025 Added 12.97%
$86B
$4.33 Million 0.04% of portfolio
28,458
Q2 2025 Added 21.17%
$0
$3.73 Million 0.04% of portfolio
17,038
Q2 2025 Added 281.25%
$0
$3.82 Million 0.04% of portfolio
77,838
Q2 2025 Reduced 28.26%
$0
$3.49 Million 0.04% of portfolio
12,276
Q2 2025 Added 25.12%
$73.6B
$4.04 Million 0.04% of portfolio
38,215
Q2 2025 Added 69.81%
$0
$2.52 Million 0.03% of portfolio
75,959
Q2 2025 Reduced 0.68%
$263B
$3.18 Million 0.03% of portfolio
22,425
Q2 2025 Added 10.2%
$8.4B
$2.48 Million 0.03% of portfolio
26,143
Q2 2025 New
$54.9B
$3.37 Million 0.03% of portfolio
6,314
Q2 2025 Added 7.73%
$64.8B
$3.15 Million 0.03% of portfolio
31,858
Q2 2025 Reduced 1.03%
$140B
$3.35 Million 0.03% of portfolio
9,564
Q2 2025 Added 63.66%
$53.1B
$3.01 Million 0.03% of portfolio
12,253
Q2 2025 Added 1.75%
$215M
$2.86 Million 0.03% of portfolio
43,940
Q4 2024 Added 1.66%
$140B
$2.85 Million 0.03% of portfolio
13,581
Q2 2025 Reduced 42.57%
$19.4B
$2.51 Million 0.03% of portfolio
98,895
Q2 2025 Added 27.2%
$39B
$3.13 Million 0.03% of portfolio
18,656
Q2 2025 Added 130.58%
$1.19B
$2.63 Million 0.03% of portfolio
119,869
Q2 2025 Added 9.36%
$34.8B
$2.68 Million 0.03% of portfolio
26,747
Q2 2025 Added 32.53%
$101B
$3.08 Million 0.03% of portfolio
9,541
Q2 2025 Added 20.94%
$25.3B
$2.52 Million 0.03% of portfolio
11,540
Q2 2025 Added 3.04%
$0
$3.36 Million 0.03% of portfolio
93,885
Q2 2025 Added 4.66%
$94.3B
$3.2 Million 0.03% of portfolio
27,143
Q2 2025 Added 5.01%
$12.5B
$3.1 Million 0.03% of portfolio
38,446
Q2 2025 Added 0.92%
$71.6B
$3.05 Million 0.03% of portfolio
3,830
Q2 2025 Added 0.84%
$0
$2.79 Million 0.03% of portfolio
43,008
Q2 2025 Added 24.61%
$31.4B
$2.88 Million 0.03% of portfolio
70,139
Q2 2025 Added 18.13%
$116B
$3.31 Million 0.03% of portfolio
8,644
Q2 2025 Added 576.9%

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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