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
$23.1 Million 0.24% of portfolio
312,278
Q2 2025 Reduced 2.01%
$0
$23.3 Million 0.24% of portfolio
468,324
Q2 2025 Added 0.61%
$63.6B
$22.9 Million 0.24% of portfolio
71,688
Q2 2025 Reduced 0.71%
$6.83B
$23.1 Million 0.24% of portfolio
437,626
Q2 2025 Added 1.01%
$184B
$23.4 Million 0.24% of portfolio
250,637
Q2 2025 Added 7.4%
$0
$23.3 Million 0.24% of portfolio
293,305
Q2 2025 Added 86.72%
$77.7B
$23.5 Million 0.24% of portfolio
152,746
Q2 2025 Added 7,318.46%
$153B
$22.1 Million 0.23% of portfolio
79,149
Q2 2025 Added 2.84%
$1.16B
$22.6 Million 0.23% of portfolio
402,544
Q2 2025 Added 1.23%
$0
$22.7 Million 0.23% of portfolio
36,604
Q2 2025 Added 6.52%
$0
$22.2 Million 0.23% of portfolio
448,601
Q2 2025 Added 6.28%
$18.5B
$21.3 Million 0.22% of portfolio
43,655
Q2 2025 Reduced 16.91%
$0
$22 Million 0.22% of portfolio
111,313
Q2 2025 Reduced 24.75%
$217B
$21.8 Million 0.22% of portfolio
274,803
Q2 2025 Reduced 6.7%
$8.39B
$21.3 Million 0.22% of portfolio
92,177
Q2 2025 Added 0.61%
$24.1B
$21.5 Million 0.22% of portfolio
298,025
Q2 2025 Added 10.81%
$2.3T
$19.4 Million 0.2% of portfolio
88,614
Q2 2025 Reduced 75.21%
$38.9B
$19.8 Million 0.2% of portfolio
81,531
Q2 2025 Reduced 1.14%
$216B
$19.4 Million 0.2% of portfolio
156,726
Q2 2025 Added 67.05%
$0
$19.9 Million 0.2% of portfolio
807,532
Q2 2025 New
$0
$19.1 Million 0.2% of portfolio
143,998
Q2 2025 Reduced 0.29%
$0
$20 Million 0.2% of portfolio
498,693
Q2 2025 Added 63.57%
$90.5B
$20 Million 0.2% of portfolio
38,991
Q2 2025 Added 1.9%
$0
$19.7 Million 0.2% of portfolio
293,515
Q2 2025 Added 332.13%
$0
$19.6 Million 0.2% of portfolio
236,027
Q2 2025 Added 13.76%
$18.5B
$19.4 Million 0.2% of portfolio
47,628
Q2 2025 Reduced 8.84%
$0
$18.3 Million 0.19% of portfolio
674,634
Q2 2025 Added 14.65%
$6.81B
$18.8 Million 0.19% of portfolio
43,002
Q2 2025 Added 193.29%
$0
$18.5 Million 0.19% of portfolio
33,593
Q2 2025 Reduced 57.12%
$0
$18.4 Million 0.19% of portfolio
94,854
Q2 2025 Added 2.12%
$91.3B
$18.4 Million 0.19% of portfolio
36,771
Q2 2025 Added 1.26%
$0
$18.6 Million 0.19% of portfolio
325,695
Q2 2025 Added 10.47%
$69.9B
$18.4 Million 0.19% of portfolio
293,319
Q2 2025 Added 2.59%
$95.4B
$17.6 Million 0.18% of portfolio
63,787
Q2 2025 Reduced 2.1%
$0
$17.3 Million 0.18% of portfolio
439,158
Q2 2025 Added 16.11%
$184B
$17.5 Million 0.18% of portfolio
205,344
Q2 2025 Added 94.16%
$0
$17.1 Million 0.18% of portfolio
172,567
Q2 2025 Added 83.41%
$0
$17.7 Million 0.18% of portfolio
156,489
Q2 2025 New
$0
$17.5 Million 0.18% of portfolio
344,711
Q2 2025 Added 10.27%
$161B
$17.9 Million 0.18% of portfolio
80,718
Q2 2025 Added 52.7%
$79.9B
$17.3 Million 0.18% of portfolio
41,214
Q2 2025 Added 741.27%
$140B
$17.2 Million 0.18% of portfolio
708,407
Q2 2025 Added 34.22%
$103B
$17.3 Million 0.18% of portfolio
38,915
Q2 2025 Added 14.07%
$66.7B
$16.8 Million 0.17% of portfolio
159,722
Q2 2025 Added 102.3%
$136B
$16.6 Million 0.17% of portfolio
90,939
Q2 2025 Added 32.84%
$5.3B
$16.2 Million 0.17% of portfolio
66,221
Q2 2025 Reduced 0.34%
$97.3B
$17.1 Million 0.17% of portfolio
247,450
Q2 2025 Added 27.02%
$8.01B
$16.4 Million 0.17% of portfolio
93,897
Q2 2025 Reduced 0.42%
$6.58B
$16.5 Million 0.17% of portfolio
132,350
Q2 2025 Added 0.86%

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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