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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, HYBL, SHV, SPSB, SPDW, and represent 21.70% of Concord Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: SPYG (+$8.7M), AVEM, HYBL, SHV, SPTI, SPSB, SPIB, ORCL, DIS, SGOV.
Started 32 new stock positions in BNGO, SWKS, CGDV, EQT, FIG, AGX, IBIT, SCHI, MP, UUUU.
Reduced shares in these 10 stocks: JQUA (-$9.9M), NVDA, TXN, SMIN, INDA, DUK, SNPS, AAPL, CMCSA, SO.
Sold out of its positions in AWK, HACK, BGH, BBN, BPMC, EAT, AI, CNP, EXE, QBTS.
Concord Wealth Partners was a net buyer of stock by $2.2M.
Concord Wealth Partners has $725M in assets under management (AUM), dropping by 5.63%.
Central Index Key (CIK): 0001814214

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Portfolio Holdings for Concord Wealth Partners

Concord Wealth Partners holds 833 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Concord Wealth Partners has 833 total positions. Only the first 250 positions are shown.

Sign up to view all of the Concord Wealth Partners Sept. 30, 2025 positions
Download the Concord Wealth Partners September 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
NVIDIA Corporation (NVDA)	4.7	$34M	-12%	181k	186.58	View chart
Ssga Active Tr Spdr Blackstone (HYBL)	4.3	$31M	+8%	1.1M	28.65	View chart
Ishares Tr Short Treas Bd (SHV)	4.3	$31M	+7%	282k	110.49	View chart
Spdr Series Trust Portfolio Short (SPSB)	4.3	$31M	+6%	1.0M	30.29	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	4.1	$30M	+2%	699k	42.79	View chart
Spdr Series Trust Portfli Intrmdit (SPTI)	4.1	$30M	+7%	1.0M	28.90	View chart
Spdr Series Trust Portfolio Intrmd (SPIB)	4.1	$30M	+6%	877k	33.89	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	3.1	$22M	+63%	214k	104.51	View chart
Microsoft Corporation (MSFT)	2.8	$20M		39k	517.96	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	2.4	$17M	+32%	229k	75.11	View chart
Apple (AAPL)	2.3	$17M	-5%	65k	254.63	View chart
Wisdomtree Tr Us Midcap Divid (DON)	1.7	$12M	-2%	232k	52.30	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	1.6	$12M	+6%	158k	72.44	View chart
Dimensional Etf Trust Short Duration F (DFSD)	1.4	$10M		213k	48.19	View chart
Broadcom (AVGO)	1.4	$10M		31k	329.91	View chart
Spdr Index Shs Fds S&p Intl Etf (DWX)	1.4	$9.9M		233k	42.70	View chart
Amazon (AMZN)	1.3	$9.2M	-4%	42k	219.57	View chart
JPMorgan Chase & Co. (JPM)	1.3	$9.2M		29k	315.43	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	1.2	$8.5M		81k	104.96	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	1.2	$8.4M		115k	73.29	View chart
Meta Platforms Cl A (META)	1.2	$8.4M		11k	734.39	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	1.1	$8.3M	+6%	195k	42.76	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	1.1	$8.2M		83k	99.53	View chart
Ishares Tr Core Div Grwth (DGRO)	1.0	$7.3M	-6%	107k	68.08	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.0	$7.0M	-7%	29k	243.10	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.9	$6.7M		93k	72.26	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.9	$6.4M	+10%	71k	89.57	View chart
Ishares Tr Intl Div Grwth (IGRO)	0.9	$6.2M	+11%	78k	79.67	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.6	$4.7M	+5%	150k	31.38	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$4.7M		9.3k	502.74	View chart
Goldman Sachs (GS)	0.6	$4.5M	+3%	5.6k	796.40	View chart
Coca-Cola Company (KO)	0.6	$4.4M	+8%	67k	66.32	View chart
Lockheed Martin Corporation (LMT)	0.6	$4.4M	+4%	8.8k	499.20	View chart
Caterpillar (CAT)	0.6	$4.4M	-5%	9.2k	477.15	View chart
Home Depot (HD)	0.6	$4.4M	+6%	11k	405.20	View chart
Exxon Mobil Corporation (XOM)	0.6	$4.2M		37k	112.75	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.5	$4.0M		39k	103.07	View chart
Morgan Stanley Com New (MS)	0.5	$3.8M		24k	158.96	View chart
Johnson & Johnson (JNJ)	0.5	$3.7M	-5%	20k	185.42	View chart
Nextera Energy (NEE)	0.5	$3.6M	-14%	48k	75.49	View chart
Southern Company (SO)	0.5	$3.6M	-15%	38k	94.77	View chart
Procter & Gamble Company (PG)	0.5	$3.4M		22k	153.65	View chart
Union Pacific Corporation (UNP)	0.5	$3.3M	+10%	14k	236.37	View chart
Spdr Series Trust Bloomberg 1-3 Mo (BIL)	0.5	$3.3M	+19%	36k	91.75	View chart
Truist Financial Corp equities (TFC)	0.4	$3.2M		70k	45.72	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.4	$3.2M		83k	38.57	View chart
Visa Com Cl A (V)	0.4	$3.2M		9.3k	341.39	View chart
Mastercard Incorporated Cl A (MA)	0.4	$3.2M	-3%	5.6k	568.82	View chart
Dimensional Etf Trust Ultrashort Fixed (DUSB)	0.4	$3.1M	-9%	62k	50.78	View chart
Tesla Motors (TSLA)	0.4	$3.1M	-17%	6.9k	444.73	View chart
ConocoPhillips (COP)	0.4	$3.1M		32k	94.59	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.4	$3.0M	-16%	110k	27.30	View chart
Walt Disney Company (DIS)	0.4	$2.9M	+63%	26k	114.50	View chart
McKesson Corporation (MCK)	0.4	$2.9M	+4%	3.7k	772.54	View chart
Wal-Mart Stores (WMT)	0.4	$2.9M		28k	103.06	View chart
Costco Wholesale Corporation (COST)	0.4	$2.8M	+9%	3.1k	925.51	View chart
Ishares Em Mkts Div Etf (DVYE)	0.4	$2.8M	+13%	95k	29.69	View chart
CVS Caremark Corporation (CVS)	0.4	$2.8M	+7%	37k	75.39	View chart
Amgen (AMGN)	0.4	$2.7M	+2%	9.7k	282.20	View chart
Applied Materials (AMAT)	0.4	$2.7M	+5%	13k	204.74	View chart
Ishares Asia/pac Div Etf (DVYA)	0.4	$2.7M	+4%	65k	42.05	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.4	$2.7M	+47%	27k	100.70	View chart
Eli Lilly & Co. (LLY)	0.4	$2.7M	-3%	3.5k	763.02	View chart
Automatic Data Processing (ADP)	0.4	$2.7M	+2%	9.1k	293.51	View chart
Eaton Corp SHS (ETN)	0.4	$2.7M		7.1k	374.25	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.4	$2.6M	+5%	57k	45.76	View chart
Spdr Index Shs Fds Euro Stoxx 50 (FEZ)	0.4	$2.6M		42k	62.12	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.4	$2.6M	-2%	7.9k	326.36	View chart
Steel Dynamics (STLD)	0.4	$2.6M	+3%	19k	139.43	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	0.4	$2.6M		71k	36.16	View chart
salesforce (CRM)	0.4	$2.5M	+12%	11k	237.00	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.3	$2.5M	-5%	60k	41.58	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$2.5M	-4%	10k	243.55	View chart
Intuit (INTU)	0.3	$2.4M	+24%	3.5k	682.92	View chart
Williams-Sonoma (WSM)	0.3	$2.3M	-11%	12k	195.44	View chart
Lam Research Corp Com New (LRCX)	0.3	$2.3M	-2%	17k	133.90	View chart
Chubb (CB)	0.3	$2.2M		7.8k	282.24	View chart
W.W. Grainger (GWW)	0.3	$2.2M	+11%	2.3k	952.97	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.3	$2.2M	+5%	18k	119.51	View chart
Oracle Corporation (ORCL)	0.3	$2.2M	+227%	7.8k	281.25	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.3	$2.2M		32k	68.46	View chart
McDonald's Corporation (MCD)	0.3	$2.1M	-3%	7.0k	303.90	View chart
TJX Companies (TJX)	0.3	$2.1M		14k	144.54	View chart
Travelers Companies (TRV)	0.3	$2.1M	+2%	7.4k	279.23	View chart
International Business Machines (IBM)	0.3	$2.0M	+15%	7.2k	282.16	View chart
Invesco Exch Traded Fd Tr Ii S&p Smlcap Hig (XSHD)	0.3	$1.9M	+3%	143k	13.42	View chart
Ishares Tr Core High Dv Etf (HDV)	0.3	$1.9M	-4%	15k	122.45	View chart
Cadence Design Systems (CDNS)	0.3	$1.9M	+2%	5.3k	351.26	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$1.9M	-7%	3.1k	600.32	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$1.8M		5.6k	328.18	View chart
Verizon Communications (VZ)	0.2	$1.8M	+5%	41k	43.95	View chart
Abbott Laboratories (ABT)	0.2	$1.8M	+2%	14k	133.94	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.2	$1.8M	+13%	49k	36.35	View chart
Intuitive Surgical Com New (ISRG)	0.2	$1.8M	+13%	4.0k	447.23	View chart
Kla Corp Com New (KLAC)	0.2	$1.8M	+2%	1.6k	1078.62	View chart
UnitedHealth (UNH)	0.2	$1.8M		5.1k	345.30	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$1.7M	-2%	2.8k	612.45	View chart
Abbvie (ABBV)	0.2	$1.7M	-5%	7.3k	231.55	View chart
Palo Alto Networks (PANW)	0.2	$1.7M	+32%	8.2k	203.62	View chart
Bank of America Corporation (BAC)	0.2	$1.7M	-2%	32k	51.59	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	0.2	$1.6M	+2%	20k	78.34	View chart
Duke Energy Corp Com New (DUK)	0.2	$1.6M	-43%	13k	123.75	View chart
Servicenow (NOW)	0.2	$1.6M	+12%	1.7k	920.28	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.2	$1.5M	+13%	32k	47.98	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.2	$1.4M	-3%	39k	36.55	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$1.4M	+2%	24k	57.10	View chart
Wells Fargo & Company (WFC)	0.2	$1.3M	+14%	16k	83.82	View chart
Colgate-Palmolive Company (CL)	0.2	$1.3M	+13%	17k	79.94	View chart
Cisco Systems (CSCO)	0.2	$1.3M	+14%	19k	68.42	View chart
Comcast Corp Cl A (CMCSA)	0.2	$1.3M	-41%	41k	31.42	View chart
Dominion Resources (D)	0.2	$1.3M	+3%	21k	61.17	View chart
Citigroup Com New (C)	0.2	$1.3M		13k	101.50	View chart
Tcw Etf Trust Flexible Income (FLXR)	0.2	$1.3M	+102%	32k	39.80	View chart
AFLAC Incorporated (AFL)	0.2	$1.3M	-9%	11k	111.70	View chart
Chevron Corporation (CVX)	0.2	$1.3M	-12%	8.1k	155.28	View chart
Spdr Series Trust Spdr Portfolio S (SPDG)	0.2	$1.2M	-4%	31k	40.20	View chart
Proshares Tr S&p Tech Dividen (TDV)	0.2	$1.2M	-5%	14k	86.50	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.2	$1.2M		21k	57.52	View chart
Marsh & McLennan Companies (MMC)	0.2	$1.2M		6.0k	201.53	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.2	$1.2M	-89%	19k	62.91	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.2	$1.2M	+4%	2.5k	463.80	View chart
Pfizer (PFE)	0.2	$1.1M		45k	25.48	View chart
Pepsi (PEP)	0.2	$1.1M	-9%	8.1k	140.44	View chart
Blackrock (BLK)	0.2	$1.1M	+4%	953.00	1166.38	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$1.1M	-5%	7.8k	140.95	View chart
Vaneck Etf Trust Ig Floating Rate (FLTR)	0.1	$1.1M	-9%	42k	25.57	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$1.1M	-9%	1.6k	666.20	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$1.1M	+9%	13k	84.11	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$1.0M		5.4k	195.86	View chart
Qualcomm (QCOM)	0.1	$1.0M		6.2k	166.37	View chart
Bristol Myers Squibb (BMY)	0.1	$1.0M	-2%	23k	45.10	View chart
Illinois Tool Works (ITW)	0.1	$961k	+4%	3.7k	260.77	View chart
Darden Restaurants (DRI)	0.1	$836k	+42%	4.4k	190.34	View chart
Lowe's Companies (LOW)	0.1	$816k	-2%	3.2k	251.34	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$813k	-2%	1.1k	746.70	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.1	$796k	+10%	30k	26.84	View chart
Cabot Oil & Gas Corporation (CTRA)	0.1	$795k	+37%	34k	23.65	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$754k		1.00	754200.00	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$743k		1.1k	669.08	View chart
Raytheon Technologies Corp (RTX)	0.1	$679k	+77%	4.1k	167.32	View chart
Dimensional Etf Trust Global Sustaina (DFSB)	0.1	$672k		13k	53.27	View chart
Cigna Corp (CI)	0.1	$638k	+5%	2.2k	288.25	View chart
Altria (MO)	0.1	$612k	+2%	9.3k	66.06	View chart
PNC Financial Services (PNC)	0.1	$588k	+1630%	2.9k	200.93	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.1	$561k		13k	43.83	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$559k		5.9k	95.14	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.1	$538k	-13%	26k	20.93	View chart
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV)	0.1	$533k	-23%	5.4k	99.37	View chart
S&p Global (SPGI)	0.1	$525k	+4%	1.1k	486.89	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$520k	-14%	8.7k	60.03	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$518k	-4%	2.1k	242.01	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.1	$488k	-13%	3.9k	125.95	View chart
Linde SHS (LIN)	0.1	$474k	+6%	999.00	474.86	View chart
Marathon Petroleum Corp (MPC)	0.1	$464k	-2%	2.4k	192.74	View chart
Skyworks Solutions (SWKS)	0.1	$460k	NEW	6.0k	76.98	View chart
Dell Technologies CL C (DELL)	0.1	$390k	-6%	2.8k	141.77	View chart
Xcel Energy (XEL)	0.1	$383k		4.7k	80.65	View chart
Stryker Corporation (SYK)	0.1	$383k	+7%	1.0k	369.59	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$375k		4.0k	93.37	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.0	$357k	-19%	1.4k	247.12	View chart
Boston Scientific Corporation (BSX)	0.0	$355k	+1261%	3.6k	97.63	View chart
BlackRock Corporate High Yield Fund VI (HYT)	0.0	$312k	+2%	33k	9.50	View chart
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW)	0.0	$302k	-9%	4.7k	64.24	View chart
Spdr Series Trust Portfolio Agrgte (SPAB)	0.0	$298k	+15%	12k	25.85	View chart
Marriott Intl Cl A (MAR)	0.0	$295k		1.1k	260.44	View chart
British Amern Tob Sponsored Adr (BTI)	0.0	$289k		5.4k	53.08	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$283k		1.3k	215.75	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.0	$279k		5.3k	53.03	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.0	$276k	+5%	8.8k	31.53	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$276k	-4%	4.2k	65.26	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$274k	-29%	2.3k	118.82	View chart
Spdr Series Trust S&p 600 Smcp Val (SLYV)	0.0	$265k	-33%	3.0k	88.65	View chart
Air Products & Chemicals (APD)	0.0	$264k	-22%	967.00	272.68	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$259k		4.8k	53.40	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$259k	-9%	3.0k	87.30	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.0	$256k		1.2k	222.18	View chart
CSX Corporation (CSX)	0.0	$246k	-5%	6.9k	35.51	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.0	$231k		3.0k	78.09	View chart
Ishares Tr Future Exponenti (XT)	0.0	$229k	-19%	3.2k	71.94	View chart
Vanguard Malvern Fds Short Duration B (VSDB)	0.0	$228k		3.0k	76.64	View chart
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)	0.0	$227k	NEW	9.8k	23.08	View chart
Nuveen Multi-Strategy Income & Growth (JPC)	0.0	$226k	+1090%	28k	8.20	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.0	$220k	-3%	505.00	435.57	View chart
Vanguard World Mega Grwth Ind (MGK)	0.0	$217k		540.00	402.55	View chart
Pimco Dynamic Income SHS (PDI)	0.0	$213k	+4%	11k	19.80	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.0	$212k	+25%	2.5k	84.68	View chart
At&t (T)	0.0	$211k	+15%	7.5k	28.24	View chart
Texas Instruments Incorporated (TXN)	0.0	$210k	-92%	1.1k	183.70	View chart
Robinhood Mkts Com Cl A (HOOD)	0.0	$207k	-4%	1.4k	143.17	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.0	$202k		6.2k	32.79	View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	0.0	$200k	-31%	3.6k	55.33	View chart
IDEXX Laboratories (IDXX)	0.0	$199k		311.00	638.89	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.0	$196k	-14%	1.1k	174.65	View chart
Dimensional Etf Trust Global Core Plus (DFGP)	0.0	$195k		3.5k	55.57	View chart
Grayscale Bitcoin Mini Tr Et Shs New (BTC)	0.0	$189k		3.7k	50.63	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$188k		1.3k	142.12	View chart
Bny Mellon Etf Trust Ii Concentrated Grw (BKCG)	0.0	$186k		5.2k	35.67	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.0	$185k	-33%	1.6k	118.44	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$185k	-6%	662.00	279.22	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.0	$180k		1.9k	92.98	View chart
American Tower Reit (AMT)	0.0	$179k	-32%	933.00	192.32	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$179k	-25%	503.00	355.68	View chart
Dimensional Etf Trust Global Cr Etf (DGCB)	0.0	$177k		3.2k	55.46	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$177k		2.4k	74.36	View chart
Ge Aerospace Com New (GE)	0.0	$177k	-30%	589.00	300.67	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.0	$175k	NEW	3.4k	50.90	View chart
Spdr Series Trust Nuveen Ice High (HYMB)	0.0	$175k	NEW	7.0k	24.93	View chart
Booking Holdings (BKNG)	0.0	$167k		31.00	5399.26	View chart
Diamondback Energy (FANG)	0.0	$166k	-35%	1.2k	143.10	View chart
Novartis Sponsored Adr (NVS)	0.0	$165k	-19%	1.3k	128.24	View chart
Dbx Etf Tr Xtrack Usd High (HYLB)	0.0	$162k		4.4k	37.11	View chart
Coinbase Global Com Cl A (COIN)	0.0	$160k	-11%	473.00	337.64	View chart
Charles Schwab Corporation (SCHW)	0.0	$158k	+2%	1.7k	95.47	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$157k	+39%	528.00	297.62	View chart
Dimensional Etf Trust Us Core Equity 1 (DCOR)	0.0	$157k	+7%	2.2k	71.94	View chart
National Grid Sponsored Adr Ne (NGG)	0.0	$155k	+2%	2.1k	72.67	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$155k	-8%	628.00	246.60	View chart
Ishares Msci Equal Weite (EUSA)	0.0	$155k		1.5k	102.97	View chart
Yum! Brands (YUM)	0.0	$152k		1.0k	152.00	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.0	$149k		3.2k	46.12	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.0	$146k		1.8k	81.17	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.0	$143k	-39%	2.4k	60.26	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$141k	-5%	2.6k	54.17	View chart
MasTec (MTZ)	0.0	$140k	NEW	656.00	212.82	View chart
Intel Corporation (INTC)	0.0	$138k	-2%	4.1k	33.55	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.0	$137k		8.0k	17.16	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.0	$137k		570.00	239.64	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.0	$136k		1.0k	129.70	View chart
Palantir Technologies Cl A (PLTR)	0.0	$135k	-23%	739.00	182.45	View chart
Netflix (NFLX)	0.0	$134k		112.00	1198.92	View chart
Te Connectivity Ord Shs (TEL)	0.0	$133k	+1497%	607.00	219.44	View chart
Spdr Series Trust Port Mtg Bk Etf (SPMB)	0.0	$133k	-31%	5.9k	22.44	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$130k	-8%	3.1k	42.37	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$128k		4.0k	31.91	View chart
Cleveland-cliffs (CLF)	0.0	$123k		10k	12.20	View chart
Fidelity Covington Trust Stock For Infl (FCPI)	0.0	$123k		2.4k	50.10	View chart
Merck & Co (MRK)	0.0	$121k	-29%	1.4k	83.94	View chart
Us Bancorp Del Com New (USB)	0.0	$121k	+134%	2.5k	48.33	View chart
3M Company (MMM)	0.0	$120k		775.00	155.24	View chart
Dycom Industries (DY)	0.0	$120k	+71%	410.00	291.66	View chart
Simon Property (SPG)	0.0	$119k		632.00	187.67	View chart
Waste Management (WM)	0.0	$118k	-23%	532.00	220.92	View chart
General Motors Company (GM)	0.0	$116k	-18%	1.9k	60.96	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.0	$116k	-16%	2.4k	47.63	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.0	$116k		1.9k	60.09	View chart
DTE Energy Company (DTE)	0.0	$116k		821.00	141.43	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.0	$115k		1.4k	79.96	View chart
Mettler-Toledo International (MTD)	0.0	$113k		92.00	1227.61	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.0	$111k		1.5k	71.85	View chart
Ishares Tr Future Ai & Tech (ARTY)	0.0	$111k		2.4k	45.78	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 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
Concord Wealth Partners 2022 Q2 filed Aug. 4, 2022

View all past filings

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