Concord Wealth Partners: 13F holdings
CIK 18142142026Q2
| Positions | 885 |
|---|
| Reported value | $872.9m |
|---|
| Filed | 2026-07-27 |
|---|
Change since last quarter
| Positions | 885 (+678 vs prior quarter) |
|---|
| Reported value | $872.9m (+13.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| NVDA NVIDIA CORPORATION | 200,224 | $40.1m | 4.6% |
| EWU SPDR INDEX SHS FDS | 774,332 | $39.0m | 4.5% |
| HYBL SSGA ACTIVE TR | 1,262,818 | $35.3m | 4.0% |
| SPSB SPDR SERIES TRUST | 1,140,512 | $34.2m | 3.9% |
| SPTI SPDR SERIES TRUST | 1,188,621 | $33.7m | 3.9% |
| SPIB SPDR SERIES TRUST | 1,008,318 | $33.7m | 3.9% |
| VGSH VANGUARD SCOTTSDALE FDS | 568,549 | $33.1m | 3.8% |
| SPYG SPDR SERIES TRUST | 216,793 | $25.8m | 3.0% |
| AVEM AMERICAN CENTY ETF TR | 247,850 | $23.9m | 2.7% |
| AAPL APPLE INC | 69,713 | $20.2m | 2.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1814214")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
Get a free API keySee history bundlesDownload free samples