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 151–200 of 845
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| MPC | MARATHON PETE CORP | 2K | $100K–$500K | SH |
| SYK | STRYKER CORPORATION | 1K | $100K–$500K | SH |
| SWKS | SKYWORKS SOLUTIONS INC | 6K | $100K–$500K | SH |
| QQQM | INVESCO EXCH TRADED FD TR II | 2K | $100K–$500K | SH |
| BSX | BOSTON SCIENTIFIC CORP | 4K | $100K–$500K | SH |
| EFA | ISHARES TR | 4K | $100K–$500K | SH |
| MAR | MARRIOTT INTL INC NEW | 1K | $100K–$500K | SH |
| DELL | DELL TECHNOLOGIES INC | 3K | $100K–$500K | SH |
| XEL | XCEL ENERGY INC | 5K | $100K–$500K | SH |
| DGCB | DIMENSIONAL ETF TRUST | 6K | $100K–$500K | SH |
| BTC | GRAYSCALE BITCOIN MINI TR ET | 9K | $100K–$500K | SH |
| SPAB | SPDR SERIES TRUST | 13K | $100K–$500K | SH |
| IVV | ISHARES TR | 461 | $100K–$500K | SH |
| BTI | BRITISH AMERN TOB PLC | 5K | $100K–$500K | SH |
| HYT | BLACKROCK CORPOR HI YLD FD I | 34K | $100K–$500K | SH |
| DFAE | DIMENSIONAL ETF TRUST | 9K | $100K–$500K | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 1K | $100K–$500K | SH |
| DSI | ISHARES TR | 2K | $100K–$500K | SH |
| IJR | ISHARES TR | 2K | $100K–$500K | SH |
| DFGP | DIMENSIONAL ETF TRUST | 5K | $100K–$500K | SH |
| IGSB | ISHARES TR | 5K | $100K–$500K | SH |
| CGW | INVESCO EXCH TRADED FD TR II | 4K | $100K–$500K | SH |
| SLYV | SPDR SERIES TRUST | 3K | $100K–$500K | SH |
| FTEC | FIDELITY COVINGTON TRUST | 1K | $100K–$500K | SH |
| CSX | CSX CORP | 7K | $100K–$500K | SH |
| AEP | AMERICAN ELEC PWR CO INC | 2K | $100K–$500K | SH |
| GE | GE AEROSPACE | 762 | $100K–$500K | SH |
| GLD | SPDR GOLD TR | 590 | $100K–$500K | SH |
| VOOG | VANGUARD ADMIRAL FDS INC | 522 | $100K–$500K | SH |
| VSDB | VANGUARD MALVERN FDS | 3K | $100K–$500K | SH |
| BIV | VANGUARD BD INDEX FDS | 3K | $100K–$500K | SH |
| APD | AIR PRODS & CHEMS INC | 921 | $100K–$500K | SH |
| SCHI | SCHWAB STRATEGIC TR | 10K | $100K–$500K | SH |
| VYMI | VANGUARD WHITEHALL FDS | 3K | $100K–$500K | SH |
| JPC | NUVEEN PFD & INCOME OPPORTUN | 28K | $100K–$500K | SH |
| NULV | NUSHARES ETF TR | 5K | $100K–$500K | SH |
| MGK | VANGUARD WORLD FD | 531 | $100K–$500K | SH |
| EEM | ISHARES TR | 4K | $100K–$500K | SH |
| DFIC | DIMENSIONAL ETF TRUST | 6K | $100K–$500K | SH |
| IDXX | IDEXX LABS INC | 311 | $100K–$500K | SH |
| SPYV | SPDR SERIES TRUST | 4K | $100K–$500K | SH |
| VTEB | VANGUARD MUN BD FDS | 4K | $100K–$500K | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 660 | $100K–$500K | SH |
| SLV | ISHARES SILVER TR | 3K | $100K–$500K | SH |
| XT | ISHARES TR | 3K | $100K–$500K | SH |
| PDI | PIMCO DYNAMIC INCOME FD | 11K | $100K–$500K | SH |
| BKCG | BNY MELLON ETF TRUST II | 5K | $100K–$500K | SH |
| DVY | ISHARES TR | 1K | $100K–$500K | SH |
| ESGV | VANGUARD WORLD FD | 2K | $100K–$500K | SH |
| HYD | VANECK ETF TRUST | 3K | $100K–$500K | SH |