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
$2.63 Million 0.03% of portfolio
77,537
Q2 2025 New
$53.2B
$2.61 Million 0.03% of portfolio
4,857
Q2 2025 Added 12.17%
$80.6B
$3.12 Million 0.03% of portfolio
12,616
Q2 2025 Reduced 12.42%
$0
$2.62 Million 0.03% of portfolio
38,524
Q2 2025 Added 3.93%
$0
$2.46 Million 0.03% of portfolio
39,119
Q2 2025 Reduced 14.55%
$0
$3.24 Million 0.03% of portfolio
35,178
Q2 2025 Added 5.82%
$0
$3.32 Million 0.03% of portfolio
9,771
Q2 2025 Added 161.05%
$0
$2.55 Million 0.03% of portfolio
45,116
Q2 2025 Added 25.61%
$0
$2.7 Million 0.03% of portfolio
34,877
Q2 2025 New
$0
$3.22 Million 0.03% of portfolio
35,684
Q2 2025 Added 0.51%
$2.13B
$2.51 Million 0.03% of portfolio
75,971
Q2 2025 Reduced 0.5%
$4.61B
$3.28 Million 0.03% of portfolio
140,470
Q2 2025 New
$33.8B
$3.1 Million 0.03% of portfolio
28,016
Q2 2025 Added 64.76%
$4.02B
$3.33 Million 0.03% of portfolio
29,680
Q2 2025 Added 84.11%
$102B
$2.82 Million 0.03% of portfolio
12,918
Q2 2025 Added 4.43%
$64.3B
$3.4 Million 0.03% of portfolio
42,311
Q2 2025 Added 58.66%
$34.4B
$2.79 Million 0.03% of portfolio
29,389
Q2 2025 New
$49B
$2.96 Million 0.03% of portfolio
20,347
Q2 2025 Added 10.57%
$0
$3 Million 0.03% of portfolio
29,834
Q2 2025 Reduced 10.97%
$12.1B
$2.92 Million 0.03% of portfolio
10,027
Q2 2025 Added 5.85%
$6.7B
$2.72 Million 0.03% of portfolio
21,845
Q2 2025 Added 4.96%
$176B
$2.49 Million 0.03% of portfolio
4,716
Q2 2025 Reduced 12.34%
$0
$2.98 Million 0.03% of portfolio
71,537
Q2 2025 Reduced 5.5%
$0
$3.21 Million 0.03% of portfolio
151,668
Q2 2025 Added 1.15%
$0
$3.15 Million 0.03% of portfolio
12,448
Q2 2025 Reduced 98.76%
$93.5B
$3.03 Million 0.03% of portfolio
8,837
Q2 2025 Added 1.19%
$2.84B
$2.7 Million 0.03% of portfolio
85,363
Q2 2025 Added 4.15%
$100B
$2.79 Million 0.03% of portfolio
30,360
Q2 2025 Reduced 2.17%
$42.5B
$2.73 Million 0.03% of portfolio
27,682
Q2 2025 Added 236.15%
$173B
$2.45 Million 0.03% of portfolio
35,747
Q2 2025 Reduced 2.1%
$0
$3.28 Million 0.03% of portfolio
112,063
Q2 2025 Reduced 7.97%
$0
$2.6 Million 0.03% of portfolio
52,419
Q2 2025 Added 0.5%
$0
$2.68 Million 0.03% of portfolio
19,972
Q2 2025 Added 4.5%
$0
$3.14 Million 0.03% of portfolio
11,215
Q2 2025 Added 7.9%
$0
$3.24 Million 0.03% of portfolio
54,133
Q2 2025 Added 0.65%
$310B
$2.89 Million 0.03% of portfolio
36,034
Q2 2025 Added 25.76%
$9.69B
$3.23 Million 0.03% of portfolio
41,391
Q2 2025 Added 6.86%
$0
$3.05 Million 0.03% of portfolio
27,000
Q4 2023 Reduced 3.37%
$0
$3.12 Million 0.03% of portfolio
52,434
Q2 2025 Reduced 3.58%
$4.65B
$3.24 Million 0.03% of portfolio
78,755
Q2 2025 Added 14.8%
$8.09B
$2.51 Million 0.03% of portfolio
29,794
Q2 2025 Added 8.07%
$76.9B
$3.29 Million 0.03% of portfolio
9,214
Q2 2025 Added 61.42%
$2.62B
$1.8 Million 0.02% of portfolio
38,556
Q2 2025 New
$25.7B
$1.64 Million 0.02% of portfolio
11,784
Q2 2025 Added 10.06%
$3.11B
$2.22 Million 0.02% of portfolio
10,070
Q2 2025 New
$11.4B
$2.23 Million 0.02% of portfolio
11,308
Q2 2025 Added 82.42%
$249B
$2.36 Million 0.02% of portfolio
33,750
Q2 2025 Added 106.9%
$23.1B
$1.61 Million 0.02% of portfolio
10,454
Q2 2025 Added 0.96%
$108B
$1.78 Million 0.02% of portfolio
59,427
Q2 2025 Added 53.23%

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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