Concord Wealth Partners
$873M 13F equity value
886 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Concord Wealth Partners covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 200,224 | $40M | 4.6% |
| SPDW | SPDR INDEX SHS FDS | 774,332 | $39M | 4.5% |
| HYBL | SSGA ACTIVE TR | 1,262,818 | $35M | 4.0% |
| SPSB | SPDR SERIES TRUST | 1,140,512 | $34M | 3.9% |
| SPTI | SPDR SERIES TRUST | 1,188,621 | $34M | 3.9% |
| SPIB | SPDR SERIES TRUST | 1,008,318 | $34M | 3.9% |
| VGSH | VANGUARD SCOTTSDALE FDS | 568,549 | $33M | 3.8% |
| SPYG | SPDR SERIES TRUST | 216,793 | $26M | 3.0% |
| AVEM | AMERICAN CENTY ETF TR | 247,850 | $24M | 2.7% |
| AAPL | APPLE INC | 69,713 | $20M | 2.3% |
Track Concord Wealth Partners's 13F portfolio: $873M in reported holdings, 886 positions. Top holdings and quarterly changes on SentiSense.
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