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 51–100 of 845
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 83K | $1M+ | SH |
| WMT | WALMART INC | 29K | $1M+ | SH |
| GOOG | ALPHABET INC | 10K | $1M+ | SH |
| AMGN | AMGEN INC | 10K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 22K | $1M+ | SH |
| STLD | STEEL DYNAMICS INC | 19K | $1M+ | SH |
| MCK | MCKESSON CORP | 4K | $1M+ | SH |
| DIS | DISNEY WALT CO | 27K | $1M+ | SH |
| COP | CONOCOPHILLIPS | 33K | $1M+ | SH |
| DFAU | DIMENSIONAL ETF TRUST | 65K | $1M+ | SH |
| CVS | CVS HEALTH CORP | 38K | $1M+ | SH |
| DVYE | ISHARES INC | 96K | $1M+ | SH |
| DVYA | ISHARES INC | 67K | $1M+ | SH |
| SCHD | SCHWAB STRATEGIC TR | 107K | $1M+ | SH |
| LRCX | LAM RESEARCH CORP | 17K | $1M+ | SH |
| CRM | SALESFORCE INC | 11K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 3K | $1M+ | SH |
| SMH | VANECK ETF TRUST | 8K | $1M+ | SH |
| FEZ | SPDR INDEX SHS FDS | 43K | $1M+ | SH |
| FNDE | SCHWAB STRATEGIC TR | 73K | $1M+ | SH |
| CB | CHUBB LIMITED | 8K | $1M+ | SH |
| SRLN | SSGA ACTIVE ETF TR | 61K | $1M+ | SH |
| SGOV | ISHARES TR | 25K | $1M+ | SH |
| GWW | WW GRAINGER INC | 2K | $1M+ | SH |
| ADP | AUTOMATIC DATA PROCESSING IN | 10K | $1M+ | SH |
| ETN | EATON CORP PLC | 8K | $1M+ | SH |
| INTU | INTUIT | 4K | $1M+ | SH |
| TJX | TJX COS INC NEW | 15K | $1M+ | SH |
| IEI | ISHARES TR | 19K | $1M+ | SH |
| TRV | TRAVELERS COMPANIES INC | 8K | $1M+ | SH |
| MCD | MCDONALDS CORP | 7K | $1M+ | SH |
| WSM | WILLIAMS SONOMA INC | 12K | $1M+ | SH |
| ISRG | INTUITIVE SURGICAL INC | 4K | $1M+ | SH |
| DFAS | DIMENSIONAL ETF TRUST | 31K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 7K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 3K | $1M+ | SH |
| KLAC | KLA CORP | 2K | $1M+ | SH |
| DFNM | DIMENSIONAL ETF TRUST | 42K | $1M+ | SH |
| ORCL | ORACLE CORP | 10K | $1M+ | SH |
| HDV | ISHARES TR | 16K | $1M+ | SH |
| XSHD | INVESCO EXCH TRADED FD TR II | 147K | $1M+ | SH |
| DFAI | DIMENSIONAL ETF TRUST | 49K | $1M+ | SH |
| SPYM | SPDR SERIES TRUST | 23K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 5K | $1M+ | SH |
| CDNS | CADENCE DESIGN SYSTEM INC | 6K | $1M+ | SH |
| ABT | ABBOTT LABS | 14K | $1M+ | SH |
| BAC | BANK AMERICA CORP | 32K | $1M+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 5K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 3K | $1M+ | SH |
| FLXR | TCW ETF TRUST | 43K | $1M+ | SH |