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 501–550 of 845
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| RKLB | ROCKET LAB CORP | 184 | $1K–$15K | SH |
| SLB | SLB LIMITED | 332 | $1K–$15K | SH |
| SYY | SYSCO CORP | 170 | $1K–$15K | SH |
| SCHF | SCHWAB STRATEGIC TR | 521 | $1K–$15K | SH |
| SF | STIFEL FINL CORP | 100 | $1K–$15K | SH |
| ALL | ALLSTATE CORP | 60 | $1K–$15K | SH |
| GD | GENERAL DYNAMICS CORP | 37 | $1K–$15K | SH |
| IWO | ISHARES TR | 38 | $1K–$15K | SH |
| LPG | DORIAN LPG LTD | 500 | $1K–$15K | SH |
| HCA | HCA HEALTHCARE INC | 26 | $1K–$15K | SH |
| GPC | GENUINE PARTS CO | 98 | $1K–$15K | SH |
| Q | QNITY ELECTRONICS INC | 147 | $1K–$15K | SH |
| DD | DUPONT DE NEMOURS INC | 297 | $1K–$15K | SH |
| OC | OWENS CORNING NEW | 106 | $1K–$15K | SH |
| SHW | SHERWIN WILLIAMS CO | 36 | $1K–$15K | SH |
| JAAA | JANUS DETROIT STR TR | 225 | $1K–$15K | SH |
| DHR | DANAHER CORPORATION | 49 | $1K–$15K | SH |
| WWD | WOODWARD INC | 37 | $1K–$15K | SH |
| VSS | VANGUARD INTL EQUITY INDEX F | 78 | $1K–$15K | SH |
| DKNG | DRAFTKINGS INC NEW | 323 | $1K–$15K | SH |
| TLRY | TILRAY BRANDS INC | 1K | $1K–$15K | SH |
| NOC | NORTHROP GRUMMAN CORP | 19 | $1K–$15K | SH |
| DFLV | DIMENSIONAL ETF TRUST | 315 | $1K–$15K | SH |
| SKYY | FIRST TR EXCHANGE TRADED FD | 82 | $1K–$15K | SH |
| TIP | ISHARES TR | 97 | $1K–$15K | SH |
| SOLV | SOLVENTUM CORP | 134 | $1K–$15K | SH |
| UL | UNILEVER PLC | 162 | $1K–$15K | SH |
| DLR | DIGITAL RLTY TR INC | 68 | $1K–$15K | SH |
| MDLN | MEDLINE INC | 250 | $1K–$15K | SH |
| RBA | RB GLOBAL INC | 101 | $1K–$15K | SH |
| GOVT | ISHARES TR | 450 | $1K–$15K | SH |
| FMDE | FIDELITY COVINGTON TRUST | 283 | $1K–$15K | SH |
| MBB | ISHARES TR | 107 | $1K–$15K | SH |
| IETC | ISHARES U S ETF TR | 100 | $1K–$15K | SH |
| EXAS | EXACT SCIENCES CORP | 100 | $1K–$15K | SH |
| PGF | INVESCO EXCHANGE TRADED FD T | 717 | $1K–$15K | SH |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | 123 | $1K–$15K | SH |
| MIN | MFS INTER INCOME TR | 4K | $1K–$15K | SH |
| ZBH | ZIMMER BIOMET HOLDINGS INC | 112 | $1K–$15K | SH |
| VGSH | VANGUARD SCOTTSDALE FDS | 171 | $1K–$15K | SH |
| FDN | FIRST TR EXCHANGE-TRADED FD | 37 | $1K–$15K | SH |
| XSOE | WISDOMTREE TR | 253 | $1K–$15K | SH |
| PMM | PUTNAM MANAGED MUN INCOME TR | 2K | $1K–$15K | SH |
| FELC | FIDELITY COVINGTON TRUST | 255 | $1K–$15K | SH |
| IYT | ISHARES TR | 130 | $1K–$15K | SH |
| IYK | ISHARES TR | 144 | $1K–$15K | SH |
| CRCL | CIRCLE INTERNET GROUP INC | 120 | $1K–$15K | SH |
| DOC | HEALTHPEAK PROPERTIES INC | 586 | $1K–$15K | SH |
| NBIS | NEBIUS GROUP N.V. | 112 | $1K–$15K | SH |
| GTLS | CHART INDS INC | 45 | $1K–$15K | SH |