CIK 1814214
Concord Wealth Partners
Institutional 13F holdings & portfolio
Holdings
845
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 845
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 201K | $1M+ | SH |
| SPDW | SPDR INDEX SHS FDS | 741K | $1M+ | SH |
| HYBL | SSGA ACTIVE TR | 1.1M | $1M+ | SH |
| SHV | ISHARES TR | 292K | $1M+ | SH |
| SPSB | SPDR SERIES TRUST | 1.1M | $1M+ | SH |
| SPTI | SPDR SERIES TRUST | 1.1M | $1M+ | SH |
| SPIB | SPDR SERIES TRUST | 914K | $1M+ | SH |
| SPYG | SPDR SERIES TRUST | 219K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 41K | $1M+ | SH |
| AVEM | AMERICAN CENTY ETF TR | 243K | $1M+ | SH |
| AAPL | APPLE INC | 65K | $1M+ | SH |
| DFUS | DIMENSIONAL ETF TRUST | 176K | $1M+ | SH |
| DON | WISDOMTREE TR | 229K | $1M+ | SH |
| DFCF | DIMENSIONAL ETF TRUST | 274K | $1M+ | SH |
| DFSD | DIMENSIONAL ETF TRUST | 233K | $1M+ | SH |
| AVGO | BROADCOM INC | 32K | $1M+ | SH |
| DWX | SPDR INDEX SHS FDS | 246K | $1M+ | SH |
| AMZN | AMAZON COM INC | 44K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 30K | $1M+ | SH |
| GOOGL | ALPHABET INC | 30K | $1M+ | SH |
| SPHQ | INVESCO EXCHANGE TRADED FD T | 120K | $1M+ | SH |
| AVUV | AMERICAN CENTY ETF TR | 87K | $1M+ | SH |
| XMHQ | INVESCO EXCHANGE TRADED FD T | 85K | $1M+ | SH |
| META | META PLATFORMS INC | 13K | $1M+ | SH |
| DGRO | ISHARES TR | 105K | $1M+ | SH |
| AVLV | AMERICAN CENTY ETF TR | 92K | $1M+ | SH |
| IGRO | ISHARES TR | 82K | $1M+ | SH |
| VIGI | VANGUARD WHITEHALL FDS | 73K | $1M+ | SH |
| DFAX | DIMENSIONAL ETF TRUST | 171K | $1M+ | SH |
| CAT | CATERPILLAR INC | 9K | $1M+ | SH |
| GS | GOLDMAN SACHS GROUP INC | 6K | $1M+ | SH |
| KO | COCA COLA CO | 69K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 10K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 38K | $1M+ | SH |
| LMT | LOCKHEED MARTIN CORP | 9K | $1M+ | SH |
| MS | MORGAN STANLEY | 25K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 20K | $1M+ | SH |
| BIL | SPDR SERIES TRUST | 45K | $1M+ | SH |
| HD | HOME DEPOT INC | 12K | $1M+ | SH |
| DUSB | DIMENSIONAL ETF TRUST | 80K | $1M+ | SH |
| NOBL | PROSHARES TR | 39K | $1M+ | SH |
| LLY | ELI LILLY & CO | 4K | $1M+ | SH |
| NEE | NEXTERA ENERGY INC | 48K | $1M+ | SH |
| TSLA | TESLA INC | 9K | $1M+ | SH |
| SO | SOUTHERN CO | 41K | $1M+ | SH |
| AMAT | APPLIED MATLS INC | 13K | $1M+ | SH |
| V | VISA INC | 10K | $1M+ | SH |
| TFC | TRUIST FINL CORP | 70K | $1M+ | SH |
| UNP | UNION PAC CORP | 15K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED | 6K | $1M+ | SH |