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 351–400 of 845
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SBUX | STARBUCKS CORP | 499 | $15K–$50K | SH |
| HOOD | ROBINHOOD MKTS INC | 369 | $15K–$50K | SH |
| WDC | WESTERN DIGITAL CORP | 240 | $15K–$50K | SH |
| IXC | ISHARES TR | 974 | $15K–$50K | SH |
| TPR | TAPESTRY INC | 311 | $15K–$50K | SH |
| ITOT | ISHARES TR | 266 | $15K–$50K | SH |
| IDU | ISHARES TR | 362 | $15K–$50K | SH |
| PM | PHILIP MORRIS INTL INC | 244 | $15K–$50K | SH |
| FCBC | FIRST CMNTY BANKSHARES INC V | 1K | $15K–$50K | SH |
| AOR | ISHARES TR | 592 | $15K–$50K | SH |
| VAW | VANGUARD WORLD FD | 185 | $15K–$50K | SH |
| LYG | LLOYDS BANKING GROUP PLC | 7K | $15K–$50K | SH |
| ENB | ENBRIDGE INC | 787 | $15K–$50K | SH |
| VDC | VANGUARD WORLD FD | 176 | $15K–$50K | SH |
| CHTR | CHARTER COMMUNICATIONS INC N | 178 | $15K–$50K | SH |
| CCL | CARNIVAL CORP | 1K | $15K–$50K | SH |
| RACE | FERRARI N V | 100 | $15K–$50K | SH |
| COF | CAPITAL ONE FINL CORP | 152 | $15K–$50K | SH |
| AGG | ISHARES TR | 367 | $15K–$50K | SH |
| VMC | VULCAN MATLS CO | 125 | $15K–$50K | SH |
| RY | ROYAL BK CDA | 207 | $15K–$50K | SH |
| VXUS | VANGUARD STAR FDS | 466 | $15K–$50K | SH |
| SMIN | ISHARES TR | 501 | $15K–$50K | SH |
| ETR | ENTERGY CORP NEW | 376 | $15K–$50K | SH |
| IYZ | ISHARES TR | 1K | $15K–$50K | SH |
| SHEL | SHELL PLC | 464 | $15K–$50K | SH |
| SHY | ISHARES TR | 409 | $15K–$50K | SH |
| FLEX | FLEX LTD | 553 | $15K–$50K | SH |
| ESGU | ISHARES TR | 222 | $15K–$50K | SH |
| XLF | SELECT SECTOR SPDR TR | 603 | $15K–$50K | SH |
| RZV | INVESCO EXCHANGE TRADED FD T | 276 | $15K–$50K | SH |
| DFSV | DIMENSIONAL ETF TRUST | 991 | $15K–$50K | SH |
| RCL | ROYAL CARIBBEAN GROUP | 117 | $15K–$50K | SH |
| MSI | MOTOROLA SOLUTIONS INC | 84 | $15K–$50K | SH |
| IYJ | ISHARES TR | 216 | $15K–$50K | SH |
| NUMV | NUSHARES ETF TR | 809 | $15K–$50K | SH |
| HLT | HILTON WORLDWIDE HLDGS INC | 107 | $15K–$50K | SH |
| VB | VANGUARD INDEX FDS | 119 | $15K–$50K | SH |
| SMCI | SUPER MICRO COMPUTER INC | 1K | $15K–$50K | SH |
| AIZ | ASSURANT INC | 125 | $15K–$50K | SH |
| WMB | WILLIAMS COS INC | 500 | $15K–$50K | SH |
| SIL | GLOBAL X FDS | 358 | $15K–$50K | SH |
| FITB | FIFTH THIRD BANCORP | 629 | $15K–$50K | SH |
| IWF | ISHARES TR | 62 | $15K–$50K | SH |
| IWR | ISHARES TR | 305 | $15K–$50K | SH |
| IMFL | INVESCO EXCH TRD SLF IDX FD | 978 | $15K–$50K | SH |
| VRSN | VERISIGN INC | 118 | $15K–$50K | SH |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 47 | $15K–$50K | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 61 | $15K–$50K | SH |
| STZ | CONSTELLATION BRANDS INC | 200 | $15K–$50K | SH |