Concord Wealth Partners Q4 2025 Filing
Filed January 29, 2026
Portfolio Value
$769.7B
Holdings
845
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (845 positions)
| Stock | Value |
|---|---|
HYMBSPDR SERIES TRUST | $178.0M |
HYDVANECK ETF TRUST | $178.0M |
NVSNNOVARTIS AG | $177.0M |
PLTRPALANTIR TECHNOLOGIES INC | $175.0M |
GEVGE VERNOVA INC | $175.0M |
IJHISHARES TR | $174.0M |
AMTAMERICAN TOWER CORP NEW | $174.0M |
DFIVDIMENSIONAL ETF TRUST | $172.0M |
ACNACCENTURE PLC IRELAND | $164.0M |
NGGNATIONAL GRID PLC | $164.0M |
HYLBDBX ETF TR | $163.0M |
AQLTISHARES TR | $161.0M |
VBKVANGUARD INDEX FDS | $159.0M |
XLYSELECT SECTOR SPDR TR | $156.0M |
EUSAISHARES INC | $155.0M |
YUMYUM BRANDS INC | $151.0M |
HYGISHARES TR | $147.0M |
OMFLINVESCO EXCH TRD SLF IDX FD | $145.0M |
MRKMERCK & CO INC | $143.0M |
MTZMASTEC INC | $142.0M |
TAT&T INC | $141.0M |
INTCINTEL CORP | $141.0M |
SCHWSCHWAB CHARLES CORP | $140.0M |
BKNGBOOKING HOLDINGS INC | $139.0M |
IJJISHARES TR | $138.0M |
DYDYCOM INDS INC | $138.0M |
ETENERGY TRANSFER L P | $133.0M |
CLFCLEVELAND-CLIFFS INC NEW | $133.0M |
SPMBSPDR SERIES TRUST | $132.0M |
SCHGSCHWAB STRATEGIC TR | $130.0M |
MTDMETTLER TOLEDO INTERNATIONAL | $128.0M |
VOTVANGUARD INDEX FDS | $127.0M |
DFIPDIMENSIONAL ETF TRUST | $123.0M |
FANGDIAMONDBACK ENERGY INC | $123.0M |
FCPIFIDELITY COVINGTON TRUST | $121.0M |
IHIISHARES TR | $120.0M |
MMM3M CO | $118.0M |
WMWASTE MGMT INC DEL | $117.0M |
ARTYISHARES TR | $116.0M |
BCCCGLOBAL X FDS | $116.0M |
SPGSIMON PPTY GROUP INC NEW | $116.0M |
DFGXDIMENSIONAL ETF TRUST | $115.0M |
UPSUNITED PARCEL SERVICE INC | $115.0M |
VEAVANGUARD TAX-MANAGED FDS | $115.0M |
VWOVANGUARD INTL EQUITY INDEX F | $112.0M |
GMGENERAL MTRS CO | $112.0M |
TXNTEXAS INSTRS INC | $110.0M |
NFLXNETFLIX INC | $105.0M |
VRTVERTIV HOLDINGS CO | $105.0M |
DTEDTE ENERGY CO | $105.0M |
GLWCORNING INC | $104.0M |
AMDADVANCED MICRO DEVICES INC | $104.0M |
VONGVANGUARD SCOTTSDALE FDS | $102.0M |
IWVISHARES TR | $101.0M |
IUSGISHARES TR | $101.0M |
CCOCAMECO CORP | $98.0M |
LOBLIVE OAK BANCSHARES INC | $97.0M |
ESGDISHARES TR | $96.0M |
AUBATLANTIC UN BANKSHARES CORP | $96.0M |
IEMGISHARES INC | $95.0M |
BUFDFIRST TR EXCHNG TRADED FD VI | $94.0M |
FIVEFIVE BELOW INC | $94.0M |
XLKSELECT SECTOR SPDR TR | $92.0M |
IWDISHARES TR | $92.0M |
APPNAPPIAN CORP | $91.0M |
XLVSELECT SECTOR SPDR TR | $89.0M |
EMREMERSON ELEC CO | $89.0M |
PLDPROLOGIS INC. | $87.0M |
IMCGISHARES TR | $85.0M |
FSSLFS SPECIALTY LENDING FD | $85.0M |
BABOEING CO | $84.0M |
HONHONEYWELL INTL INC | $83.0M |
CEGCONSTELLATION ENERGY CORP | $82.0M |
BKBANK NEW YORK MELLON CORP | $81.0M |
GOVIINVESCO EXCH TRADED FD TR II | $81.0M |
MUBISHARES TR | $81.0M |
TELTE CONNECTIVITY PLC | $81.0M |
VOEVANGUARD INDEX FDS | $80.0M |
WPCWP CAREY INC | $79.0M |
ALNYALNYLAM PHARMACEUTICALS INC | $79.0M |
WECWEC ENERGY GROUP INC | $79.0M |
BDXBECTON DICKINSON & CO | $77.0M |
IJSISHARES TR | $77.0M |
TLTISHARES TR | $77.0M |
HRLHORMEL FOODS CORP | $75.0M |
XLCSELECT SECTOR SPDR TR | $74.0M |
USHYISHARES TR | $74.0M |
MUMICRON TECHNOLOGY INC | $74.0M |
RDDTREDDIT INC | $73.0M |
DCORDIMENSIONAL ETF TRUST | $73.0M |
ECGEVERUS CONSTR GROUP | $72.0M |
XLISELECT SECTOR SPDR TR | $72.0M |
KMBKIMBERLY-CLARK CORP | $69.0M |
TTMITTM TECHNOLOGIES INC | $69.0M |
AXPAMERICAN EXPRESS CO | $68.0M |
JCIJOHNSON CTLS INTL PLC | $67.0M |
IJTISHARES TR | $66.0M |
MDUMDU RES GROUP INC | $66.0M |
USBUS BANCORP DEL | $66.0M |
MTBM & T BK CORP | $64.0M |