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 601–650 of 845
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| NANR | SPDR INDEX SHS FDS | 88 | $1K–$15K | SH |
| IYF | ISHARES TR | 46 | $1K–$15K | SH |
| TCHP | T ROWE PRICE ETF INC | 113 | $1K–$15K | SH |
| NAD | NUVEEN QUALITY MUNCP INCOME | 468 | $1K–$15K | SH |
| ARKK | ARK ETF TR | 73 | $1K–$15K | SH |
| ENSG | ENSIGN GROUP INC | 32 | $1K–$15K | SH |
| CASY | CASEYS GEN STORES INC | 10 | $1K–$15K | SH |
| KNSL | KINSALE CAP GROUP INC | 14 | $1K–$15K | SH |
| ORLY | OREILLY AUTOMOTIVE INC | 60 | $1K–$15K | SH |
| TOPT | ISHARES TR | 175 | $1K–$15K | SH |
| CME | CME GROUP INC | 20 | $1K–$15K | SH |
| AGIO | AGIOS PHARMACEUTICALS INC | 200 | $1K–$15K | SH |
| ONEQ | FIDELITY COMWLTH TR | 59 | $1K–$15K | SH |
| DXCM | DEXCOM INC | 81 | $1K–$15K | SH |
| PJT | PJT PARTNERS INC | 32 | $1K–$15K | SH |
| TDG | TRANSDIGM GROUP INC | 4 | $1K–$15K | SH |
| TER | TERADYNE INC | 27 | $1K–$15K | SH |
| CINF | CINCINNATI FINL CORP | 32 | $1K–$15K | SH |
| LSCC | LATTICE SEMICONDUCTOR CORP | 71 | $1K–$15K | SH |
| VCSH | VANGUARD SCOTTSDALE FDS | 65 | $1K–$15K | SH |
| FSTA | FIDELITY COVINGTON TRUST | 103 | $1K–$15K | SH |
| COWG | PACER FDS TR | 143 | $1K–$15K | SH |
| LMAT | LEMAITRE VASCULAR INC | 61 | $1K–$15K | SH |
| SRCE | 1ST SOURCE CORP | 79 | $1K–$15K | SH |
| DLTR | DOLLAR TREE INC | 40 | $1K–$15K | SH |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | 58 | $1K–$15K | SH |
| CNRG | SPDR SERIES TRUST | 54 | $1K–$15K | SH |
| SNV | SYNOVUS FINL CORP | 96 | $1K–$15K | SH |
| WING | WINGSTOP INC | 20 | $1K–$15K | SH |
| CGNX | COGNEX CORP | 132 | $1K–$15K | SH |
| SMR | NUSCALE PWR CORP | 326 | $1K–$15K | SH |
| DCI | DONALDSON INC | 52 | $1K–$15K | SH |
| CTAS | CINTAS CORP | 24 | $1K–$15K | SH |
| PAGP | PLAINS GP HLDGS L P | 234 | $1K–$15K | SH |
| NLR | VANECK ETF TRUST | 36 | $1K–$15K | SH |
| SLI | STANDARD LITHIUM LTD | 1K | $1K–$15K | SH |
| EXPD | EXPEDITORS INTL WASH INC | 30 | $1K–$15K | SH |
| ECL | ECOLAB INC | 17 | $1K–$15K | SH |
| HALO | HALOZYME THERAPEUTICS INC | 66 | $1K–$15K | SH |
| SSNC | SS&C TECHNOLOGIES HLDGS INC | 50 | $1K–$15K | SH |
| ESML | ISHARES TR | 94 | $1K–$15K | SH |
| SPH | SUBURBAN PROPANE PARTNERS L | 233 | $1K–$15K | SH |
| QUBT | QUANTUM COMPUTING INC | 420 | $1K–$15K | SH |
| ICF | ISHARES TR | 72 | $1K–$15K | SH |
| ESGE | ISHARES INC | 96 | $1K–$15K | SH |
| KD | KYNDRYL HLDGS INC | 151 | $1K–$15K | SH |
| VRIG | INVESCO ACTIVELY MANAGED EXC | 159 | $1K–$15K | SH |
| IP | INTERNATIONAL PAPER CO | 100 | $1K–$15K | SH |
| AXTA | AXALTA COATING SYS LTD | 120 | $1K–$15K | SH |
| EQIX | EQUINIX INC | 5 | $1K–$15K | SH |