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 651–700 of 845
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AFG | AMERICAN FINL GROUP INC OHIO | 28 | $1K–$15K | SH |
| CMG | CHIPOTLE MEXICAN GRILL INC | 100 | $1K–$15K | SH |
| GFS | GLOBALFOUNDRIES INC | 103 | $1K–$15K | SH |
| WEX | WEX INC | 24 | $1K–$15K | SH |
| DAL | DELTA AIR LINES INC DEL | 51 | $1K–$15K | SH |
| ANET | ARISTA NETWORKS INC | 27 | $1K–$15K | SH |
| ACWX | ISHARES TR | 53 | $1K–$15K | SH |
| FALN | ISHARES TR | 129 | $1K–$15K | SH |
| EFX | EQUIFAX INC | 16 | $1K–$15K | SH |
| VNQ | VANGUARD INDEX FDS | 39 | $1K–$15K | SH |
| FTNT | FORTINET INC | 43 | $1K–$15K | SH |
| UAL | UNITED AIRLS HLDGS INC | 30 | $1K–$15K | SH |
| MAA | MID-AMER APT CMNTYS INC | 24 | $1K–$15K | SH |
| NNN | NNN REIT INC | 84 | $1K–$15K | SH |
| LSTR | LANDSTAR SYS INC | 23 | $1K–$15K | SH |
| O | REALTY INCOME CORP | 58 | $1K–$15K | SH |
| LW | LAMB WESTON HLDGS INC | 78 | $1K–$15K | SH |
| APA | APA CORPORATION | 131 | $1K–$15K | SH |
| ALGM | ALLEGRO MICROSYSTEMS INC | 120 | $1K–$15K | SH |
| OTTR | OTTER TAIL CORP | 39 | $1K–$15K | SH |
| VICI | VICI PPTYS INC | 111 | $1K–$15K | SH |
| ARKW | ARK ETF TR | 21 | $1K–$15K | SH |
| CRWV | COREWEAVE INC | 43 | $1K–$15K | SH |
| VTWG | VANGUARD SCOTTSDALE FDS | 13 | $1K–$15K | SH |
| EOG | EOG RES INC | 29 | $1K–$15K | SH |
| EFV | ISHARES TR | 42 | $1K–$15K | SH |
| BWX | SPDR SERIES TRUST | 129 | $1K–$15K | SH |
| SPOT | SPOTIFY TECHNOLOGY S A | 5 | $1K–$15K | SH |
| GNTX | GENTEX CORP | 124 | $1K–$15K | SH |
| KWR | QUAKER HOUGHTON | 21 | $1K–$15K | SH |
| FND | FLOOR & DECOR HLDGS INC | 47 | $1K–$15K | SH |
| MCHP | MICROCHIP TECHNOLOGY INC. | 44 | $1K–$15K | SH |
| GGG | GRACO INC | 34 | $1K–$15K | SH |
| MSTR | STRATEGY INC | 18 | $1K–$15K | SH |
| KRG | KITE RLTY GROUP TR | 114 | $1K–$15K | SH |
| GEN | GEN DIGITAL INC | 100 | $1K–$15K | SH |
| LUNR | INTUITIVE MACHINES INC | 165 | $1K–$15K | SH |
| EVV | EATON VANCE LIMITED DURATION | 263 | $1K–$15K | SH |
| TTC | TORO CO | 33 | $1K–$15K | SH |
| TECH | BIO-TECHNE CORP | 44 | $1K–$15K | SH |
| FDP | FRESH DEL MONTE PRODUCE INC | 72 | $1K–$15K | SH |
| ONLN | PROSHARES TR | 43 | $1K–$15K | SH |
| DFEV | DIMENSIONAL ETF TRUST | 74 | $1K–$15K | SH |
| NC | NACCO INDS INC | 50 | $1K–$15K | SH |
| EZU | ISHARES INC | 36 | $1K–$15K | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 45 | $1K–$15K | SH |
| FIZZ | NATIONAL BEVERAGE CORP | 69 | $1K–$15K | SH |
| ZM | ZOOM COMMUNICATIONS INC | 25 | $1K–$15K | SH |
| POOL | POOL CORP | 9 | $1K–$15K | SH |
| IWN | ISHARES TR | 11 | $1K–$15K | SH |