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 101–150 of 845
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| ABBV | ABBVIE INC | 7K | $1M+ | SH |
| VZ | VERIZON COMMUNICATIONS INC | 41K | $1M+ | SH |
| IDV | ISHARES TR | 42K | $1M+ | SH |
| PANW | PALO ALTO NETWORKS INC | 9K | $1M+ | SH |
| CSCO | CISCO SYS INC | 19K | $1M+ | SH |
| WFC | WELLS FARGO CO NEW | 16K | $1M+ | SH |
| C | CITIGROUP INC | 13K | $1M+ | SH |
| DUK | DUKE ENERGY CORP NEW | 13K | $1M+ | SH |
| NOW | SERVICENOW INC | 9K | $1M+ | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 25K | $1M+ | SH |
| CL | COLGATE PALMOLIVE CO | 17K | $1M+ | SH |
| CMCSA | COMCAST CORP NEW | 45K | $1M+ | SH |
| D | DOMINION ENERGY INC | 22K | $1M+ | SH |
| DIA | SPDR DOW JONES INDL AVERAGE | 3K | $1M+ | SH |
| AFL | AFLAC INC | 11K | $1M+ | SH |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 21K | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 8K | $1M+ | SH |
| SPDG | SPDR SERIES TRUST | 30K | $1M+ | SH |
| TDV | PROSHARES TR | 14K | $1M+ | SH |
| VYM | VANGUARD WHITEHALL FDS | 8K | $1M+ | SH |
| BMY | BRISTOL-MYERS SQUIBB CO | 21K | $1M+ | SH |
| PEP | PEPSICO INC | 8K | $1M+ | SH |
| JQUA | J P MORGAN EXCHANGE TRADED F | 18K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 2K | $1M+ | SH |
| PFE | PFIZER INC | 45K | $1M+ | SH |
| QCOM | QUALCOMM INC | 6K | $1M+ | SH |
| MRSH | MARSH & MCLENNAN COS INC | 6K | $1M+ | SH |
| BLK | BLACKROCK INC | 982 | $1M+ | SH |
| VCIT | VANGUARD SCOTTSDALE FDS | 13K | $1M+ | SH |
| IYW | ISHARES TR | 5K | $1M+ | SH |
| FLTR | VANECK ETF TRUST | 38K | $500K+ | SH |
| CTRA | COTERRA ENERGY INC | 35K | $500K+ | SH |
| ITW | ILLINOIS TOOL WKS INC | 4K | $500K+ | SH |
| DRI | DARDEN RESTAURANTS INC | 5K | $500K+ | SH |
| VGT | VANGUARD WORLD FD | 1K | $500K+ | SH |
| PYLD | PIMCO ETF TR | 30K | $500K+ | SH |
| RTX | RTX CORPORATION | 4K | $500K+ | SH |
| LOW | LOWES COS INC | 3K | $500K+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 1 | $500K+ | SH |
| DFSB | DIMENSIONAL ETF TRUST | 13K | $500K+ | SH |
| CI | THE CIGNA GROUP | 2K | $500K+ | SH |
| PNC | PNC FINL SVCS GROUP INC | 3K | $500K+ | SH |
| SPGI | S&P GLOBAL INC | 1K | $500K+ | SH |
| RPV | INVESCO EXCHANGE TRADED FD T | 5K | $500K+ | SH |
| MO | ALTRIA GROUP INC | 9K | $500K+ | SH |
| USMV | ISHARES TR | 6K | $500K+ | SH |
| BKLN | INVESCO EXCH TRADED FD TR II | 25K | $500K+ | SH |
| VGIT | VANGUARD SCOTTSDALE FDS | 9K | $500K+ | SH |
| IWM | ISHARES TR | 2K | $100K–$500K | SH |
| LIN | LINDE PLC | 1K | $100K–$500K | SH |