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Concord Wealth Partners

Latest statistics and disclosures from Concord Wealth Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are NVDA, SPDW, HYBL, SHV, SPSB, and represent 21.71% of Concord Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: NVDA, DFCF, SPDW, DFUS, HYBL, SPIB, SPTI, NOW, SPSB, SHV.
Started 76 new stock positions in SES, AXON, SNDK, TLT, SOLS, MDAI, BKSY, PPA, TSAT, UFO.
Reduced shares in these 10 stocks: IVV, NULV, SGOV, DSI, DON, DGRO, HOOD, VOE, FLTR, VCSH.
Sold out of its positions in AIR, ACP, AEE, AAL, Argo Blockchain, ATAT, BKR, BB, BIPC, RQI.
Concord Wealth Partners was a net buyer of stock by $34M.
Concord Wealth Partners has $770M in assets under management (AUM), dropping by 6.23%.
Central Index Key (CIK): 0001814214

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Portfolio Holdings for Concord Wealth Partners

Concord Wealth Partners holds 845 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Concord Wealth Partners has 845 total positions. Only the first 250 positions are shown.

Sign up to view all of the Concord Wealth Partners Dec. 31, 2025 positions
Download the Concord Wealth Partners December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
NVIDIA Corporation (NVDA)	4.9	$38M	+11%	201k	186.50	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	4.3	$33M	+6%	741k	44.41	View chart
Ssga Active Tr State Street Bla (HYBL)	4.2	$32M	+4%	1.1M	28.44	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	4.2	$32M	+3%	292k	110.15	View chart
Spdr Series Trust State Street Spd (SPSB)	4.2	$32M	+3%	1.1M	30.20	View chart
Spdr Series Trust State Street Spd (SPTI)	4.0	$31M	+4%	1.1M	28.84	View chart
Spdr Series Trust State Street Spd (SPIB)	4.0	$31M	+4%	914k	33.81	View chart
Spdr Series Trust State Street Spd (SPYG)	3.0	$23M	+2%	219k	106.70	View chart
Microsoft Corporation (MSFT)	2.6	$20M	+4%	41k	483.62	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	2.4	$19M	+6%	243k	77.02	View chart
Apple (AAPL)	2.3	$18M		65k	271.86	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	1.7	$13M	+11%	176k	74.17	View chart
Wisdomtree Tr Us Midcap Divid (DON)	1.5	$12M		229k	51.60	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	1.5	$12M	+40%	274k	42.56	View chart
Dimensional Etf Trust Short Duration F (DFSD)	1.5	$11M	+9%	233k	47.95	View chart
Broadcom (AVGO)	1.4	$11M	+3%	32k	346.10	View chart
Spdr Index Shs Fds S&p Intl Etf (DWX)	1.4	$11M	+5%	246k	43.94	View chart
Amazon (AMZN)	1.3	$10M	+5%	44k	230.82	View chart
JPMorgan Chase & Co. (JPM)	1.3	$9.7M	+2%	30k	322.22	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.2	$9.2M	+2%	30k	313.00	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	1.2	$9.0M	+4%	120k	75.05	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	1.2	$8.9M	+5%	87k	101.98	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	1.1	$8.7M	+4%	85k	102.42	View chart
Meta Platforms Cl A (META)	1.1	$8.3M	+9%	13k	660.10	View chart
Ishares Tr Core Div Grwth (DGRO)	0.9	$7.3M		105k	69.42	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.9	$7.0M		92k	75.77	View chart
Ishares Tr Intl Div Grwth (IGRO)	0.9	$6.8M	+5%	83k	82.77	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.9	$6.7M	+3%	73k	91.45	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.7	$5.6M	+14%	171k	32.73	View chart
Caterpillar (CAT)	0.7	$5.2M		9.1k	572.86	View chart
Goldman Sachs (GS)	0.7	$5.2M	+4%	5.9k	879.02	View chart
Coca-Cola Company (KO)	0.6	$4.8M	+3%	69k	69.91	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$4.8M	+3%	9.6k	502.65	View chart
Exxon Mobil Corporation (XOM)	0.6	$4.6M		38k	120.34	View chart
Lockheed Martin Corporation (LMT)	0.6	$4.5M	+4%	9.2k	483.67	View chart
Morgan Stanley Com New (MS)	0.6	$4.4M	+3%	25k	177.53	View chart
Johnson & Johnson (JNJ)	0.5	$4.1M		20k	206.95	View chart
Spdr Series Trust State Street Spd (BIL)	0.5	$4.1M	+25%	45k	91.38	View chart
Home Depot (HD)	0.5	$4.1M	+10%	12k	344.11	View chart
Dimensional Etf Trust Ultrashort Fixed (DUSB)	0.5	$4.0M	+28%	80k	50.65	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.5	$4.0M		39k	104.07	View chart
Eli Lilly & Co. (LLY)	0.5	$3.9M	+3%	3.6k	1074.68	View chart
Nextera Energy (NEE)	0.5	$3.9M		48k	80.28	View chart
Tesla Motors (TSLA)	0.5	$3.8M	+23%	8.5k	449.72	View chart
Southern Company (SO)	0.5	$3.6M	+8%	41k	87.20	View chart
Applied Materials (AMAT)	0.4	$3.4M		13k	257.00	View chart
Visa Com Cl A (V)	0.4	$3.4M	+5%	9.8k	350.72	View chart
Truist Financial Corp equities (TFC)	0.4	$3.4M		70k	49.21	View chart
Union Pacific Corporation (UNP)	0.4	$3.4M	+4%	15k	231.32	View chart
Mastercard Incorporated Cl A (MA)	0.4	$3.4M	+5%	5.9k	570.89	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.4	$3.3M		83k	39.59	View chart
Wal-Mart Stores (WMT)	0.4	$3.3M	+4%	29k	111.41	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$3.3M		10k	313.80	View chart
Amgen (AMGN)	0.4	$3.2M		9.8k	327.32	View chart
Procter & Gamble Company (PG)	0.4	$3.2M	+2%	22k	143.31	View chart
Steel Dynamics (STLD)	0.4	$3.2M	+2%	19k	169.45	View chart
McKesson Corporation (MCK)	0.4	$3.2M	+2%	3.9k	820.29	View chart
Walt Disney Company (DIS)	0.4	$3.1M	+6%	27k	113.77	View chart
ConocoPhillips (COP)	0.4	$3.1M		33k	93.61	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.4	$3.0M	+13%	65k	46.80	View chart
CVS Caremark Corporation (CVS)	0.4	$3.0M	+3%	38k	79.36	View chart
Ishares Em Mkts Div Etf (DVYE)	0.4	$3.0M		96k	31.16	View chart
Ishares Asia/pac Div Etf (DVYA)	0.4	$3.0M	+3%	67k	44.28	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.4	$2.9M	-2%	107k	27.43	View chart
Lam Research Corp Com New (LRCX)	0.4	$2.9M		17k	171.18	View chart
salesforce (CRM)	0.4	$2.9M	+2%	11k	264.91	View chart
Costco Wholesale Corporation (COST)	0.4	$2.9M	+8%	3.3k	862.22	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.4	$2.8M	-2%	7.8k	360.14	View chart
Spdr Index Shs Fds Euro Stoxx 50 (FEZ)	0.4	$2.8M	+2%	43k	64.39	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	0.3	$2.6M	+2%	73k	36.06	View chart
Chubb (CB)	0.3	$2.5M	+3%	8.1k	312.11	View chart
Ssga Active Etf Tr State Street Bla (SRLN)	0.3	$2.5M		61k	41.27	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.3	$2.5M	-8%	25k	100.38	View chart
W.W. Grainger (GWW)	0.3	$2.5M	+5%	2.5k	1009.05	View chart
Automatic Data Processing (ADP)	0.3	$2.5M	+5%	9.6k	257.22	View chart
Eaton Corp SHS (ETN)	0.3	$2.5M	+8%	7.7k	318.51	View chart
Intuit (INTU)	0.3	$2.5M	+5%	3.7k	662.42	View chart
TJX Companies (TJX)	0.3	$2.3M	+4%	15k	153.61	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.3	$2.3M	+2%	19k	119.35	View chart
Travelers Companies (TRV)	0.3	$2.2M	+5%	7.8k	290.06	View chart
McDonald's Corporation (MCD)	0.3	$2.2M	+3%	7.3k	305.62	View chart
Williams-Sonoma (WSM)	0.3	$2.2M	+6%	12k	178.59	View chart
Intuitive Surgical Com New (ISRG)	0.3	$2.2M		3.9k	566.36	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.3	$2.2M		32k	69.67	View chart
International Business Machines (IBM)	0.3	$2.1M		7.2k	296.20	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$2.1M	+8%	3.4k	614.39	View chart
Kla Corp Com New (KLAC)	0.3	$2.0M	+2%	1.7k	1215.08	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.3	$2.0M	+31%	42k	48.17	View chart
Oracle Corporation (ORCL)	0.3	$2.0M	+28%	10k	194.92	View chart
Ishares Tr Core High Dv Etf (HDV)	0.2	$1.9M		16k	121.61	View chart
Invesco Exch Traded Fd Tr Ii S&p Smlcap Hig (XSHD)	0.2	$1.9M	+2%	147k	12.81	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.2	$1.9M		49k	38.11	View chart
Spdr Series Trust State Street Spd (SPYM)	0.2	$1.8M	+11%	23k	80.22	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$1.8M	-3%	5.4k	335.24	View chart
Cadence Design Systems (CDNS)	0.2	$1.8M	+8%	5.8k	312.58	View chart
Abbott Laboratories (ABT)	0.2	$1.8M	+6%	14k	125.29	View chart
Bank of America Corporation (BAC)	0.2	$1.8M		32k	55.00	View chart
UnitedHealth (UNH)	0.2	$1.8M	+5%	5.4k	330.11	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$1.7M		2.8k	627.23	View chart
Tcw Etf Trust Flexible Income (FLXR)	0.2	$1.7M	+34%	43k	39.60	View chart
Abbvie (ABBV)	0.2	$1.7M		7.4k	228.48	View chart
Verizon Communications (VZ)	0.2	$1.7M		41k	40.73	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.2	$1.6M	+7%	42k	39.45	View chart
Palo Alto Networks (PANW)	0.2	$1.6M	+7%	8.7k	184.20	View chart
Cisco Systems (CSCO)	0.2	$1.5M		19k	77.03	View chart
Wells Fargo & Company (WFC)	0.2	$1.5M		16k	93.20	View chart
Citigroup Com New (C)	0.2	$1.5M		13k	116.69	View chart
Duke Energy Corp Com New (DUK)	0.2	$1.5M	-2%	13k	117.21	View chart
Servicenow (NOW)	0.2	$1.5M	+452%	9.5k	153.19	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$1.4M		25k	57.24	View chart
Colgate-Palmolive Company (CL)	0.2	$1.4M	+4%	17k	79.02	View chart
Comcast Corp Cl A (CMCSA)	0.2	$1.3M	+8%	45k	29.89	View chart
Dominion Resources (D)	0.2	$1.3M	+2%	22k	58.59	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.2	$1.3M	+6%	2.6k	480.48	View chart
AFLAC Incorporated (AFL)	0.2	$1.3M		11k	110.27	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.2	$1.2M		22k	58.12	View chart
Chevron Corporation (CVX)	0.2	$1.2M		8.0k	152.41	View chart
Spdr Series Trust State Street Spd (SPDG)	0.2	$1.2M	-2%	30k	40.78	View chart
Proshares Tr S&p Tech Dividen (TDV)	0.2	$1.2M	-4%	14k	86.58	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$1.1M		8.0k	143.52	View chart
Bristol Myers Squibb (BMY)	0.1	$1.1M	-5%	21k	53.94	View chart
Pepsi (PEP)	0.1	$1.1M		7.9k	143.51	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.1	$1.1M	-2%	18k	63.18	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$1.1M	+2%	1.6k	681.92	View chart
Pfizer (PFE)	0.1	$1.1M		45k	24.90	View chart
Qualcomm (QCOM)	0.1	$1.1M		6.2k	171.04	View chart
Marsh & McLennan Companies	0.1	$1.1M	-5%	5.7k	185.52	View chart
Blackrock (BLK)	0.1	$1.1M	+3%	982.00	1070.87	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$1.1M		13k	83.75	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$1.0M		5.3k	199.68	View chart
Vaneck Etf Trust Ig Floating Rate (FLTR)	0.1	$956k	-10%	38k	25.48	View chart
Cabot Oil & Gas Corporation (CTRA)	0.1	$929k	+5%	35k	26.32	View chart
Illinois Tool Works (ITW)	0.1	$924k		3.8k	246.29	View chart
Darden Restaurants (DRI)	0.1	$833k	+3%	4.5k	184.01	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$831k		1.1k	753.78	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.1	$791k		30k	26.68	View chart
Raytheon Technologies Corp (RTX)	0.1	$762k	+2%	4.2k	183.41	View chart
Lowe's Companies (LOW)	0.1	$758k	-3%	3.1k	241.18	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$755k		1.00	754800.00	View chart
Dimensional Etf Trust Global Sustaina (DFSB)	0.1	$699k	+6%	14k	51.80	View chart
Cigna Corp (CI)	0.1	$613k		2.2k	275.19	View chart
PNC Financial Services (PNC)	0.1	$603k		2.9k	208.73	View chart
S&p Global (SPGI)	0.1	$589k	+4%	1.1k	522.80	View chart
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV)	0.1	$554k		5.4k	103.35	View chart
Altria (MO)	0.1	$537k		9.3k	57.66	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$533k	-3%	5.7k	94.16	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.1	$515k	-4%	25k	21.00	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$510k		8.5k	59.93	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$450k	-14%	1.8k	246.15	View chart
Linde SHS (LIN)	0.1	$445k	+4%	1.0k	426.32	View chart
Marathon Petroleum Corp (MPC)	0.1	$392k		2.4k	162.63	View chart
Stryker Corporation (SYK)	0.1	$392k	+7%	1.1k	351.47	View chart
Skyworks Solutions (SWKS)	0.1	$386k		6.1k	63.41	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.0	$380k	+4%	1.5k	252.92	View chart
Boston Scientific Corporation (BSX)	0.0	$373k	+7%	3.9k	95.35	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$372k	-3%	3.9k	96.02	View chart
Marriott Intl Cl A (MAR)	0.0	$351k		1.1k	310.24	View chart
Dell Technologies CL C (DELL)	0.0	$346k		2.8k	125.88	View chart
Xcel Energy (XEL)	0.0	$341k	-2%	4.6k	73.86	View chart
Dimensional Etf Trust Global Cr Etf (DGCB)	0.0	$340k	+96%	6.3k	54.24	View chart
Grayscale Bitcoin Mini Tr Et Shs New (BTC)	0.0	$340k	+134%	8.8k	38.73	View chart
Spdr Series Trust State Street Spd (SPAB)	0.0	$337k	+13%	13k	25.75	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.0	$316k	-58%	461.00	685.16	View chart
British Amern Tob Sponsored Adr (BTI)	0.0	$302k		5.3k	56.62	View chart
BlackRock Corporate High Yield Fund VI (HYT)	0.0	$300k	+2%	34k	8.90	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.0	$296k	+3%	9.1k	32.57	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$289k		1.3k	219.77	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.0	$287k	-42%	2.2k	128.83	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$277k		2.3k	120.19	View chart
Dimensional Etf Trust Global Core Plus (DFGP)	0.0	$276k	+45%	5.1k	54.07	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.0	$263k	-5%	5.0k	52.88	View chart
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW)	0.0	$262k	-11%	4.2k	63.01	View chart
Spdr Series Trust State Street Spd (SLYV)	0.0	$260k	-4%	2.9k	90.98	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.0	$259k		1.2k	224.75	View chart
CSX Corporation (CSX)	0.0	$252k		6.9k	36.25	View chart
American Electric Power Company (AEP)	0.0	$239k	+154%	2.1k	115.31	View chart
Ge Aerospace Com New (GE)	0.0	$235k	+29%	762.00	308.11	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$234k	+17%	590.00	396.04	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.0	$232k	+3%	522.00	444.70	View chart
Vanguard Malvern Fds Short Duration B (VSDB)	0.0	$231k		3.0k	76.48	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.0	$231k		3.0k	77.88	View chart
Air Products & Chemicals (APD)	0.0	$227k	-4%	921.00	246.90	View chart
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)	0.0	$226k		9.9k	22.97	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.0	$225k		2.5k	90.00	View chart
Nuveen Multi-Strategy Income & Growth (JPC)	0.0	$225k		28k	8.11	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.0	$219k	-61%	4.9k	45.05	View chart
Vanguard World Mega Grwth Ind (MGK)	0.0	$219k		531.00	412.80	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$217k	-18%	4.0k	54.72	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.0	$213k		6.2k	34.46	View chart
IDEXX Laboratories (IDXX)	0.0	$210k		311.00	676.53	View chart
Spdr Series Trust State Street Spd (SPYV)	0.0	$205k		3.6k	56.81	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.0	$204k	NEW	4.1k	50.29	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$201k		660.00	303.89	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$198k		3.1k	64.42	View chart
Ishares Tr Future Exponenti (XT)	0.0	$197k	-11%	2.8k	69.74	View chart
Pimco Dynamic Income SHS (PDI)	0.0	$194k		11k	17.71	View chart
Bny Mellon Etf Trust Ii Concentrated Grw (BKCG)	0.0	$190k		5.2k	36.42	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$189k		1.3k	141.16	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.0	$189k		1.6k	120.96	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.0	$179k		3.5k	51.12	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$178k		2.4k	74.06	View chart
Spdr Series Trust State Street Spd (HYMB)	0.0	$178k		7.1k	24.94	View chart
Novartis Sponsored Adr (NVS)	0.0	$177k		1.3k	137.87	View chart
Palantir Technologies Cl A (PLTR)	0.0	$176k	+33%	989.00	177.77	View chart
Ge Vernova (GEV)	0.0	$176k	+52%	269.00	652.99	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$175k	-37%	2.7k	66.00	View chart
American Tower Reit (AMT)	0.0	$175k	+6%	995.00	175.55	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.0	$172k	+6%	3.5k	49.90	View chart
National Grid Sponsored Adr Ne (NGG)	0.0	$165k		2.1k	77.35	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$165k	-2%	613.00	268.30	View chart
Dbx Etf Tr Xtrack Usd High (HYLB)	0.0	$163k		4.4k	36.83	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$161k	-39%	1.8k	89.48	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$160k		528.00	302.11	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.0	$156k	+129%	1.3k	119.41	View chart
Ishares Msci Equal Weite (EUSA)	0.0	$155k		1.5k	103.37	View chart
Yum! Brands (YUM)	0.0	$151k		1.0k	151.28	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.0	$148k		1.8k	80.64	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.0	$145k		2.4k	61.13	View chart
Merck & Co (MRK)	0.0	$143k	-5%	1.4k	105.27	View chart
MasTec (MTZ)	0.0	$143k		656.00	217.38	View chart
Intel Corporation (INTC)	0.0	$142k	-6%	3.8k	36.90	View chart
At&t (T)	0.0	$142k	-23%	5.7k	24.84	View chart
Charles Schwab Corporation (SCHW)	0.0	$140k	-15%	1.4k	99.91	View chart
Booking Holdings (BKNG)	0.0	$139k	-16%	26.00	5355.35	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.0	$139k		1.1k	131.62	View chart
Dycom Industries (DY)	0.0	$139k		410.00	337.78	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.0	$134k		8.1k	16.49	View chart
Cleveland-cliffs (CLF)	0.0	$134k		10k	13.28	View chart
Spdr Series Trust State Street Spd (SPMB)	0.0	$133k		5.9k	22.42	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$131k		4.0k	32.62	View chart
Mettler-Toledo International (MTD)	0.0	$128k		92.00	1394.18	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.0	$128k	+205%	458.00	279.04	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	0.0	$124k	+150%	3.0k	41.56	View chart
Diamondback Energy (FANG)	0.0	$123k	-29%	820.00	150.33	View chart
Fidelity Covington Trust Stock For Infl (FCPI)	0.0	$122k		2.5k	49.48	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.0	$120k		1.9k	62.16	View chart
3M Company (MMM)	0.0	$118k	-4%	739.00	160.16	View chart
Waste Management (WM)	0.0	$117k		533.00	219.87	View chart
Simon Property (SPG)	0.0	$117k		632.00	185.11	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.0	$117k		2.4k	47.79	View chart
Ishares Tr Future Ai & Tech (ARTY)	0.0	$117k		2.4k	48.18	View chart
Dimensional Etf Trust Global Ex Us Cor (DFGX)	0.0	$116k	+38%	2.2k	52.63	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.0	$116k		1.9k	62.47	View chart
United Parcel Service CL B (UPS)	0.0	$115k		1.2k	99.17	View chart
General Motors Company (GM)	0.0	$113k	-27%	1.4k	81.33	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$112k	-19%	2.1k	53.77	View chart
Texas Instruments Incorporated (TXN)	0.0	$111k	-44%	637.00	173.44	View chart
Vertiv Holdings Com Cl A (VRT)	0.0	$106k	+39%	654.00	161.97	View chart
DTE Energy Company (DTE)	0.0	$106k		821.00	128.98	View chart
Netflix (NFLX)	0.0	$105k	+900%	1.1k	93.76	View chart

Past Filings by Concord Wealth Partners

SEC 13F filings are viewable for Concord Wealth Partners going back to 2020

Concord Wealth Partners 2025 Q4 filed Jan. 29, 2026
Concord Wealth Partners 2025 Q3 filed Nov. 5, 2025
Concord Wealth Partners 2025 Q2 filed July 25, 2025
Concord Wealth Partners 2025 Q1 filed May 2, 2025
Concord Wealth Partners 2024 Q4 filed Jan. 24, 2025
Concord Wealth Partners 2024 Q3 filed Oct. 24, 2024
Concord Wealth Partners 2024 Q2 filed July 31, 2024
Concord Wealth Partners 2024 Q1 filed April 30, 2024
Concord Wealth Partners 2023 Q3 restated filed April 30, 2024
Concord Wealth Partners 2023 Q4 restated filed April 30, 2024
Concord Wealth Partners 2023 Q4 filed Feb. 6, 2024
Concord Wealth Partners 2023 Q3 filed Oct. 25, 2023
Concord Wealth Partners 2023 Q2 filed Aug. 8, 2023
Concord Wealth Partners 2023 Q1 filed April 26, 2023
Concord Wealth Partners 2022 Q4 filed Jan. 30, 2023
Concord Wealth Partners 2022 Q3 filed Nov. 10, 2022

View all past filings

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