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 701–750 of 845
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| GINN | GOLDMAN SACHS ETF TR | 27 | $1K–$15K | SH |
| APLD | APPLIED DIGITAL CORP | 76 | $1K–$15K | SH |
| ARKF | ARK ETF TR | 39 | $1K–$15K | SH |
| DJT | TRUMP MEDIA & TECHNOLOGY GRO | 139 | $1K–$15K | SH |
| NLOP | NET LEASE OFFICE PROPERTIES | 71 | $1K–$15K | SH |
| ROBT | FIRST TR EXCHANGE TRADED FD | 35 | $1K–$15K | SH |
| HY | HYSTER-YALE INC | 60 | $1K–$15K | SH |
| FUTY | FIDELITY COVINGTON TRUST | 29 | $1K–$15K | SH |
| HLIT | HARMONIC INC | 160 | $1K–$15K | SH |
| SIDU | SIDUS SPACE INC | 500 | $1K–$15K | SH |
| AMCR | AMCOR PLC | 188 | $1K–$15K | SH |
| AGX | ARGAN INC | 5 | $1K–$15K | SH |
| BNGO | BIONANO GENOMICS INC | 1K | $1K–$15K | SH |
| GRID | FIRST TR EXCHANGE TRADED FD | 10 | $1K–$15K | SH |
| DISV | DIMENSIONAL ETF TRUST | 40 | $1K–$15K | SH |
| FSCO | FS CREDIT OPPORTUNITIES CORP | 237 | $1K–$15K | SH |
| SLP | SIMULATIONS PLUS INC | 77 | $1K–$15K | SH |
| WCBR | WISDOMTREE TR | 50 | $1K–$15K | SH |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | 17 | $1K–$15K | SH |
| RDW | REDWIRE CORPORATION | 170 | $1K–$15K | SH |
| GARP | ISHARES TR | 17 | $1K–$15K | SH |
| BNDX | VANGUARD CHARLOTTE FDS | 24 | $1K–$15K | SH |
| NOK | NOKIA CORP | 178 | $1K–$15K | SH |
| TGB | TASEKO MINES LTD | 200 | $1K–$15K | SH |
| PSKY | PARAMOUNT SKYDANCE CORP | 78 | $1K–$15K | SH |
| FTRE | FORTREA HLDGS INC | 60 | $1K–$15K | SH |
| SONY | SONY GROUP CORP | 40 | $1K–$15K | SH |
| INTA | INTAPP INC | 22 | $1K–$15K | SH |
| JNK | SPDR SERIES TRUST | 10 | <$1K | SH |
| SOFI | SOFI TECHNOLOGIES INC | 36 | <$1K | SH |
| PGX | INVESCO EXCH TRADED FD TR II | 80 | <$1K | SH |
| FERG | FERGUSON ENTERPRISES INC | 4 | <$1K | SH |
| LOPE | GRAND CANYON ED INC | 5 | <$1K | SH |
| GH | GUARDANT HEALTH INC | 8 | <$1K | SH |
| TTD | THE TRADE DESK INC | 21 | <$1K | SH |
| ROL | ROLLINS INC | 12 | <$1K | SH |
| CLX | CLOROX CO DEL | 7 | <$1K | SH |
| CRNC | CERENCE INC | 62 | <$1K | SH |
| XMTR | XOMETRY INC | 11 | <$1K | SH |
| CC | CHEMOURS CO | 54 | <$1K | SH |
| QTRX | QUANTERIX CORP | 100 | <$1K | SH |
| RUM | RUMBLE INC | 100 | <$1K | SH |
| CWEN | CLEARWAY ENERGY INC | 19 | <$1K | SH |
| HCKT | HACKETT GROUP INC | 30 | <$1K | SH |
| BHF | BRIGHTHOUSE FINL INC | 9 | <$1K | SH |
| CRSP | CRISPR THERAPEUTICS AG | 11 | <$1K | SH |
| AXON | AXON ENTERPRISE INC | 1 | <$1K | SH |
| PL | PLANET LABS PBC | 28 | <$1K | SH |
| SATS | ECHOSTAR CORP | 5 | <$1K | SH |
| DJP | BARCLAYS BANK PLC | 14 | <$1K | SH |