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 201–250 of 845
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| BND | VANGUARD BD INDEX FDS | 2K | $100K–$500K | SH |
| HYMB | SPDR SERIES TRUST | 7K | $100K–$500K | SH |
| NVS | NOVARTIS AG | 1K | $100K–$500K | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 989 | $100K–$500K | SH |
| GEV | GE VERNOVA INC | 269 | $100K–$500K | SH |
| IJH | ISHARES TR | 3K | $100K–$500K | SH |
| AMT | AMERICAN TOWER CORP NEW | 995 | $100K–$500K | SH |
| DFIV | DIMENSIONAL ETF TRUST | 3K | $100K–$500K | SH |
| NGG | NATIONAL GRID PLC | 2K | $100K–$500K | SH |
| ACN | ACCENTURE PLC IRELAND | 613 | $100K–$500K | SH |
| HYLB | DBX ETF TR | 4K | $100K–$500K | SH |
| IEFA | ISHARES TR | 2K | $100K–$500K | SH |
| VBK | VANGUARD INDEX FDS | 528 | $100K–$500K | SH |
| XLY | SELECT SECTOR SPDR TR | 1K | $100K–$500K | SH |
| EUSA | ISHARES INC | 2K | $100K–$500K | SH |
| YUM | YUM BRANDS INC | 1K | $100K–$500K | SH |
| HYG | ISHARES TR | 2K | $100K–$500K | SH |
| OMFL | INVESCO EXCH TRD SLF IDX FD | 2K | $100K–$500K | SH |
| MRK | MERCK & CO INC | 1K | $100K–$500K | SH |
| MTZ | MASTEC INC | 656 | $100K–$500K | SH |
| INTC | INTEL CORP | 4K | $100K–$500K | SH |
| T | AT&T INC | 6K | $100K–$500K | SH |
| SCHW | SCHWAB CHARLES CORP | 1K | $100K–$500K | SH |
| BKNG | BOOKING HOLDINGS INC | 26 | $100K–$500K | SH |
| IJJ | ISHARES TR | 1K | $100K–$500K | SH |
| DY | DYCOM INDS INC | 410 | $100K–$500K | SH |
| ET | ENERGY TRANSFER L P | 8K | $100K–$500K | SH |
| CLF | CLEVELAND-CLIFFS INC NEW | 10K | $100K–$500K | SH |
| SPMB | SPDR SERIES TRUST | 6K | $100K–$500K | SH |
| SCHG | SCHWAB STRATEGIC TR | 4K | $100K–$500K | SH |
| MTD | METTLER TOLEDO INTERNATIONAL | 92 | $100K–$500K | SH |
| VOT | VANGUARD INDEX FDS | 458 | $100K–$500K | SH |
| DFIP | DIMENSIONAL ETF TRUST | 3K | $100K–$500K | SH |
| FANG | DIAMONDBACK ENERGY INC | 820 | $100K–$500K | SH |
| FCPI | FIDELITY COVINGTON TRUST | 2K | $100K–$500K | SH |
| IHI | ISHARES TR | 2K | $100K–$500K | SH |
| MMM | 3M CO | 739 | $100K–$500K | SH |
| WM | WASTE MGMT INC DEL | 533 | $100K–$500K | SH |
| SPG | SIMON PPTY GROUP INC NEW | 632 | $100K–$500K | SH |
| PAVE | GLOBAL X FDS | 2K | $100K–$500K | SH |
| ARTY | ISHARES TR | 2K | $100K–$500K | SH |
| DFGX | DIMENSIONAL ETF TRUST | 2K | $100K–$500K | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 2K | $100K–$500K | SH |
| UPS | UNITED PARCEL SERVICE INC | 1K | $100K–$500K | SH |
| GM | GENERAL MTRS CO | 1K | $100K–$500K | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 2K | $100K–$500K | SH |
| TXN | TEXAS INSTRS INC | 637 | $100K–$500K | SH |
| VRT | VERTIV HOLDINGS CO | 654 | $100K–$500K | SH |
| DTE | DTE ENERGY CO | 821 | $100K–$500K | SH |
| NFLX | NETFLIX INC | 1K | $100K–$500K | SH |