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
$38.8 Million 0.4% of portfolio
702,311
Q2 2025 Added 3.18%
$0
$37.6 Million 0.39% of portfolio
633,054
Q2 2025 Added 4.71%
$699B
$38.2 Million 0.39% of portfolio
49,047
Q2 2025 Reduced 29.61%
$55B
$36.8 Million 0.38% of portfolio
183,033
Q2 2025 Added 37.26%
$278B
$36.8 Million 0.38% of portfolio
530,640
Q2 2025 Added 23.63%
$0
$37.5 Million 0.38% of portfolio
719,865
Q2 2025 Added 1,645.51%
$565B
$37.3 Million 0.38% of portfolio
66,452
Q2 2025 Added 88.37%
$607B
$37 Million 0.38% of portfolio
169,421
Q2 2025 Added 12.37%
$72B
$35.7 Million 0.37% of portfolio
191,730
Q2 2025 Reduced 0.66%
$0
$35.8 Million 0.37% of portfolio
242,677
Q2 2025 Added 3.5%
$540B
$35.6 Million 0.36% of portfolio
26,580
Q2 2025 Added 8.37%
$0
$34.9 Million 0.36% of portfolio
409,969
Q2 2025 Added 28.35%
$7.91B
$33.7 Million 0.35% of portfolio
255,887
Q2 2025 Added 1.09%
$83B
$34.6 Million 0.35% of portfolio
185,495
Q2 2025 Added 72.26%
$0
$34.5 Million 0.35% of portfolio
1,179,900
Q2 2025 Added 3.42%
$0
$32.8 Million 0.34% of portfolio
187,919
Q2 2025 Reduced 9.05%
$0
$33.3 Million 0.34% of portfolio
50,137
Q2 2025 Added 22.62%
$0
$33.6 Million 0.34% of portfolio
377,695
Q2 2025 Added 559.2%
$247B
$31.4 Million 0.32% of portfolio
98,480
Q2 2025 Added 95.74%
$10.3B
$31.2 Million 0.32% of portfolio
164,414
Q2 2025 Added 44.47%
$31.3B
$30.8 Million 0.32% of portfolio
250,914
Q2 2025 Added 12.39%
$38.4B
$31.2 Million 0.32% of portfolio
56,797
Q2 2025 Reduced 9.63%
$374B
$30.9 Million 0.32% of portfolio
194,084
Q2 2025 Added 29.18%
$184B
$31.1 Million 0.32% of portfolio
718,943
Q2 2025 Added 11.95%
$153B
$31.1 Million 0.32% of portfolio
289,421
Q2 2025 Added 19.95%
$0
$30.2 Million 0.31% of portfolio
71,209
Q2 2025 Reduced 2.95%
$0
$30.7 Million 0.31% of portfolio
1,092,802
Q2 2025 New
$128B
$29.3 Million 0.3% of portfolio
123,150
Q2 2025 Added 14.76%
$0
$29.6 Million 0.3% of portfolio
120,120
Q2 2025 Added 142.17%
$0
$29.3 Million 0.3% of portfolio
390,466
Q2 2025 Added 1.56%
$184B
$29.2 Million 0.3% of portfolio
28,450
Q2 2025 Added 1.6%
$0
$29.6 Million 0.3% of portfolio
119,011
Q2 2025 Added 7.35%
$220B
$28.4 Million 0.29% of portfolio
73,224
Q2 2025 Reduced 1.93%
$0
$27.8 Million 0.29% of portfolio
127,955
Q2 2025 Reduced 40.9%
$78.3B
$27.1 Million 0.28% of portfolio
100,561
Q2 2025 Reduced 6.56%
$0
$26.9 Million 0.28% of portfolio
849,120
Q2 2025 Added 0.66%
$375B
$26.2 Million 0.27% of portfolio
141,370
Q2 2025 Added 32.27%
$0
$26.7 Million 0.27% of portfolio
871,928
Q2 2025 Added 0.55%
$166B
$26.6 Million 0.27% of portfolio
48,971
Q2 2025 Added 1.38%
$0
$25.4 Million 0.26% of portfolio
596,772
Q2 2025 Reduced 46.44%
$7.27B
$25.8 Million 0.26% of portfolio
24,448
Q2 2025 Added 1.49%
$161B
$25.3 Million 0.26% of portfolio
84,504
Q2 2025 Added 33.28%
$0
$24 Million 0.25% of portfolio
288,092
Q2 2025 Added 1.76%
$232B
$24.6 Million 0.25% of portfolio
84,271
Q2 2025 Added 0.6%
$143B
$24.1 Million 0.25% of portfolio
347,377
Q2 2025 Added 15.61%
$6.48B
$24.8 Million 0.25% of portfolio
275,096
Q2 2025 Added 1,403.01%
$57B
$24.2 Million 0.25% of portfolio
118,269
Q2 2025 Added 1.08%
$148B
$24.5 Million 0.25% of portfolio
61,917
Q2 2025 Added 1.31%
$317B
$23.2 Million 0.24% of portfolio
162,342
Q2 2025 Added 0.84%

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