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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 16.35%
$827M
$375,000 0.0% of portfolio
12,215
Q2 2025 New
$10.6B
$248,000 0.0% of portfolio
3,674
Q2 2025 New
$40.9B
$393,000 0.0% of portfolio
3,703
Q2 2025 Added 22.45%
$45.5B
$206,000 0.0% of portfolio
13,378
Q2 2025 New
$653M
$271,000 0.0% of portfolio
62,000
Q2 2025 Added 19.23%
$32.9M
$115,000 0.0% of portfolio
359,446
Q2 2025 New
$76.5B
$412,000 0.0% of portfolio
271
Q2 2025 Added 7.97%
$16.5B
$358,000 0.0% of portfolio
2,882
Q2 2025 Added 14.0%
$949M
$132,000 0.0% of portfolio
19,464
Q2 2025 Reduced 25.35%
$406M
$305,000 0.0% of portfolio
140,000
Q2 2025 Reduced 12.5%
$51.4B
$427,000 0.0% of portfolio
3,178
Q2 2025 Added 16.28%
$4.94B
$351,000 0.0% of portfolio
39,319
Q2 2025 Reduced 40.06%
$27.4B
$409,000 0.0% of portfolio
6,485
Q2 2025 Added 102.66%
$2.48B
$241,000 0.0% of portfolio
24,000
Q2 2025 Reduced 0.01%
$12.3B
$199,000 0.0% of portfolio
22,299
Q2 2025 Added 8.39%
$6.64B
$285,000 0.0% of portfolio
7,738
Q2 2025 Added 1.71%
$29.2B
$439,000 0.0% of portfolio
38,346
Q2 2025 Added 20.69%
$14B
$412,000 0.0% of portfolio
933
Q2 2025 Reduced 65.38%
$7.45B
$388,000 0.0% of portfolio
1,578
Q2 2025 Added 4.92%
$10.7B
$241,000 0.0% of portfolio
1,302
Q2 2025 New
$17.8B
$348,000 0.0% of portfolio
1,592
Q2 2025 Reduced 95.07%
$14.7B
$38,000 0.0% of portfolio
12,871
Q2 2025 New
$25.8B
$429,000 0.0% of portfolio
3,320
Q2 2025 Reduced 63.35%
$14.5B
$227,000 0.0% of portfolio
24,784
Q2 2025 New
$32.4B
$282,000 0.0% of portfolio
3,098
Q2 2025 Added 6.5%
$250M
$21,000 0.0% of portfolio
10,000
Q2 2025 New
$18.6B
$288,000 0.0% of portfolio
3,115
Q2 2025 New
$23.9B
$0 0.0% of portfolio
-
Q2 2025 Added 7.36%
$18.6B
$361,000 0.0% of portfolio
71,929
Q2 2025 Added 7.71%
$7.28B
$457,000 0.0% of portfolio
11,772
Q2 2025 Added 103.91%
$2.63B
$343,000 0.0% of portfolio
20,205
Q2 2025 New
$43.6B
$453,000 0.0% of portfolio
33,045
Q2 2025 New
$531M
$354,000 0.0% of portfolio
70,018
Q2 2025 Added 16.59%
$28B
$353,000 0.0% of portfolio
3,019
Q2 2025 Added 11.24%
$16.4B
$324,000 0.0% of portfolio
5,617
Q2 2025 Reduced 30.86%
$980M
$437,000 0.0% of portfolio
30,000
Q2 2025 Added 50.0%

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
Track This Portfolio

Track Congress Wealth Management LLC Portfolio

Follow Congress Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Congress Wealth Management LLC , based on Form 13F filings with the SEC.

News

Stay updated on Congress Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email