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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, SPSB, SPTI, and represent 20.88% of Concord Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: MU, KLAC, SGOV, MRVL, AMD, VGT, INTC, NOBL, CSCO, HDV.
Started 680 new stock positions in LYG, DG, DVN, AUB, FIS, ESGV, QUAL, ETG, STAG, HLT.
Reduced shares in these 10 stocks: PANW, IEI, MCK, SO, SMH, CTRA, INTU, ABT, MSFT, JEPI.
Sold out of its positions in CTRA, Honeywell International.
Concord Wealth Partners was a net buyer of stock by $43M.
Concord Wealth Partners has $873M in assets under management (AUM), dropping by 13.32%.
Central Index Key (CIK): 0001814214

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Portfolio Holdings for Concord Wealth Partners

Concord Wealth Partners holds 885 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Concord Wealth Partners has 885 total positions. Only the first 250 positions are shown.

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Download the Concord Wealth Partners June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
NVIDIA Corporation (NVDA)	4.6	$40M		200k	200.09	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	4.5	$39M		774k	50.39	View chart
Ssga Active Tr St Str Black Etf (HYBL)	4.0	$35M	+3%	1.3M	27.95	View chart
Spdr Series Trust St Shor Corp Etf (SPSB)	3.9	$34M	+2%	1.1M	30.01	View chart
Spdr Series Trust St Inter Etf (SPTI)	3.9	$34M	+4%	1.2M	28.39	View chart
Spdr Series Trust St Inter Bd Etf (SPIB)	3.9	$34M	+3%	1.0M	33.46	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	3.8	$33M	+5%	569k	58.20	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	3.0	$26M	-3%	217k	118.99	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	2.7	$24M		248k	96.49	View chart
Apple (AAPL)	2.3	$20M		70k	289.36	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	1.7	$14M		176k	81.94	View chart
Microsoft Corporation (MSFT)	1.6	$14M	-7%	38k	373.02	View chart
Wisdomtree Tr Us Midcap Divid (DON)	1.5	$13M		235k	56.52	View chart
Broadcom (AVGO)	1.5	$13M		34k	377.75	View chart
Spdr Index Shs Fds St S&p Intl Etf (DWX)	1.4	$12M	+3%	263k	45.96	View chart
Dimensional Etf Trust Core Fixe In Etf (DFCF)	1.4	$12M		282k	42.21	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.3	$12M	+6%	33k	357.37	View chart
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)	1.3	$12M		243k	47.75	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	1.3	$12M	+4%	128k	90.10	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	1.3	$11M		90k	124.76	View chart
Amazon (AMZN)	1.2	$11M		44k	238.34	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	1.2	$11M	+4%	93k	112.88	View chart
JPMorgan Chase & Co. (JPM)	1.2	$10M		31k	327.33	View chart
Caterpillar (CAT)	1.1	$10M	-3%	9.4k	1064.86	View chart
Applied Materials (AMAT)	1.0	$9.1M	-8%	13k	723.02	View chart
Ishares Tr Intl Div Grwth (IGRO)	0.9	$7.9M		90k	87.93	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.9	$7.7M	-5%	84k	91.21	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.9	$7.6M		81k	93.38	View chart
Ishares Tr Core Div Grwth (DGRO)	0.8	$7.3M	-3%	97k	75.79	View chart
Lam Research Corp Com New (LRCX)	0.8	$6.9M	-7%	16k	433.32	View chart
Meta Platforms Cl A (META)	0.8	$6.8M		12k	563.30	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.8	$6.6M		178k	36.84	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	0.7	$6.4M	+110%	64k	100.67	View chart
Goldman Sachs (GS)	0.7	$5.7M	+2%	5.7k	1011.45	View chart
Nextera Energy (NEE)	0.6	$5.6M	+30%	64k	87.77	View chart
Coca-Cola Company (KO)	0.6	$5.6M		69k	81.27	View chart
Lockheed Martin Corporation (LMT)	0.6	$5.1M		10k	509.46	View chart
Johnson & Johnson (JNJ)	0.6	$5.0M		20k	253.96	View chart
Morgan Stanley Com New (MS)	0.6	$5.0M		24k	209.04	View chart
Exxon Mobil Corporation (XOM)	0.6	$4.9M	+2%	36k	136.72	View chart
CVS Caremark Corporation (CVS)	0.5	$4.8M	+12%	46k	103.45	View chart
Steel Dynamics (STLD)	0.5	$4.7M		21k	229.46	View chart
Eaton Corp SHS (ETN)	0.5	$4.6M	+4%	11k	426.12	View chart
Cisco Systems (CSCO)	0.5	$4.5M	+77%	38k	117.46	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.5	$4.4M	+5%	48k	91.64	View chart
Eli Lilly & Co. (LLY)	0.5	$4.4M	+9%	3.7k	1199.43	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	0.5	$4.3M	+9%	98k	44.36	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.5	$4.2M	+93%	75k	56.16	View chart
Union Pacific Corporation (UNP)	0.5	$4.1M	-12%	15k	271.99	View chart
Dimensional Etf Trust Ultr Fix Inc Etf (DUSB)	0.5	$4.1M		81k	50.78	View chart
Amgen (AMGN)	0.5	$4.0M	-4%	11k	362.12	View chart
Visa Com Cl A (V)	0.5	$4.0M	-3%	12k	343.10	View chart
Tesla Motors (TSLA)	0.5	$3.9M	+5%	9.4k	420.60	View chart
ConocoPhillips (COP)	0.5	$3.9M	+7%	38k	103.96	View chart
Procter & Gamble Company (PG)	0.4	$3.8M		26k	146.64	View chart
Kla Corp Com New (KLAC)	0.4	$3.8M	+807%	13k	301.71	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$3.6M	+3%	10k	353.31	View chart
W.W. Grainger (GWW)	0.4	$3.5M	-5%	2.6k	1360.40	View chart
Truist Financial Corp equities (TFC)	0.4	$3.5M		70k	49.82	View chart
UnitedHealth (UNH)	0.4	$3.5M	+17%	8.3k	415.64	View chart
Home Depot (HD)	0.4	$3.4M	-22%	9.6k	352.69	View chart
Micron Technology (MU)	0.4	$3.4M	NEW	2.9k	1154.10	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.4	$3.4M	+10%	65k	51.69	View chart
Ishares Asia/pac Div Etf (DVYA)	0.4	$3.3M		70k	47.29	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.4	$3.3M	-30%	5.1k	655.91	View chart
Ishares Em Mkts Div Etf (DVYE)	0.4	$3.3M		102k	32.23	View chart
Chevron Corporation (CVX)	0.4	$3.3M	-8%	20k	165.76	View chart
Wal-Mart Stores (WMT)	0.4	$3.1M	-4%	28k	113.26	View chart
Walt Disney Company (DIS)	0.4	$3.1M	+11%	32k	96.25	View chart
Mastercard Incorporated Cl A (MA)	0.4	$3.1M	-3%	6.1k	513.61	View chart
Marvell Technology (MRVL)	0.3	$3.0M	NEW	10k	297.89	View chart
McDonald's Corporation (MCD)	0.3	$3.0M	+16%	11k	270.30	View chart
Chubb (CB)	0.3	$2.9M	+3%	8.6k	340.76	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.3	$2.8M		35k	82.34	View chart
Advanced Micro Devices (AMD)	0.3	$2.8M	NEW	4.8k	580.94	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$2.8M	-8%	87k	31.71	View chart
Spdr Index Shs Fds St Str Eu 50 Etf (FEZ)	0.3	$2.7M	-7%	40k	68.68	View chart
Travelers Companies (TRV)	0.3	$2.7M	+3%	8.3k	330.12	View chart
Schwab Strategic Tr Fund Em Equi Etf (FNDE)	0.3	$2.7M	-6%	69k	39.68	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$2.6M	+1814%	22k	119.52	View chart
Cadence Design Systems (CDNS)	0.3	$2.6M	+2%	6.8k	375.32	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.3	$2.6M	+6%	62k	41.25	View chart
Costco Wholesale Corporation (COST)	0.3	$2.6M	-14%	2.7k	935.63	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$2.5M		3.4k	736.38	View chart
Invesco Exch Traded Fd Tr Ii S&p Smlcap Hig (XSHD)	0.3	$2.5M	-2%	175k	14.12	View chart
Raytheon Technologies Corp (RTX)	0.3	$2.4M	-10%	13k	189.73	View chart
TJX Companies (TJX)	0.3	$2.4M	+3%	16k	151.50	View chart
Intel Corporation (INTC)	0.3	$2.4M	NEW	17k	139.63	View chart
Ishares Tr Core High Dv Etf (HDV)	0.3	$2.4M	+419%	87k	27.41	View chart
Tcw Etf Trust Flexible Income (FLXR)	0.3	$2.3M	-6%	59k	39.21	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$2.3M	+13%	6.1k	370.06	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.3	$2.3M	+5%	47k	48.33	View chart
Southern Company (SO)	0.2	$2.1M	-51%	22k	95.71	View chart
International Business Machines (IBM)	0.2	$2.0M	-2%	7.3k	281.22	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.2	$2.0M	-4%	23k	87.88	View chart
Citigroup Com New (C)	0.2	$2.0M		14k	139.96	View chart
Abbvie (ABBV)	0.2	$2.0M		7.8k	251.65	View chart
Bank of America Corporation (BAC)	0.2	$1.9M		34k	56.98	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$1.9M		2.8k	686.73	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.2	$1.9M	+4%	46k	41.43	View chart
Verizon Communications (VZ)	0.2	$1.9M		45k	42.34	View chart
Duke Energy Corp Com New (DUK)	0.2	$1.8M		15k	126.58	View chart
Colgate-Palmolive Company (CL)	0.2	$1.8M	+8%	20k	91.68	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.2	$1.8M	+407%	9.2k	190.53	View chart
Dominion Resources (D)	0.2	$1.7M		24k	68.29	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$1.6M	-41%	28k	56.48	View chart
AFLAC Incorporated (AFL)	0.2	$1.5M		13k	117.25	View chart
Illinois Tool Works (ITW)	0.2	$1.5M	+5%	5.4k	270.49	View chart
Wells Fargo & Company (WFC)	0.2	$1.4M		17k	82.64	View chart
Ssga Active Etf Tr St Str Bl Ln Etf (SRLN)	0.2	$1.3M	-28%	33k	40.29	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$1.3M		5.2k	252.23	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$1.3M	-3%	21k	61.46	View chart
Oracle Corporation (ORCL)	0.1	$1.3M	+3%	8.8k	146.54	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.1	$1.3M		1.7k	746.62	View chart
Proshares Tr S&p Tech Dividen (TDV)	0.1	$1.3M	-9%	12k	103.96	View chart
Spdr Series Trust St Str Secto Etf (SPDG)	0.1	$1.3M	-6%	27k	46.33	View chart
Qualcomm (QCOM)	0.1	$1.2M	+6%	6.6k	184.78	View chart
Bristol Myers Squibb (BMY)	0.1	$1.2M		21k	57.62	View chart
Linde SHS (LIN)	0.1	$1.2M	+4%	2.3k	518.97	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$1.2M	-5%	7.4k	158.02	View chart
Pfizer (PFE)	0.1	$1.2M	+2%	48k	24.08	View chart
Devon Energy Corporation (DVN)	0.1	$1.1M	NEW	28k	41.32	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$1.1M	+8%	13k	82.65	View chart
Pepsi (PEP)	0.1	$1.1M		8.2k	135.41	View chart
Blackrock (BLK)	0.1	$1.1M		1.1k	961.26	View chart
Darden Restaurants (DRI)	0.1	$1.1M		5.3k	206.03	View chart
salesforce (CRM)	0.1	$1.1M	-48%	6.9k	156.66	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.1	$1.0M	+2%	1.9k	522.33	View chart
Marsh & McLennan Companies (MRSH)	0.1	$1.0M	-2%	6.1k	166.66	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.1	$998k	-4%	9.0k	110.35	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$982k	-5%	2.0k	500.39	View chart
Servicenow (NOW)	0.1	$971k	-35%	9.8k	99.28	View chart
Spdr Series Trust Sp O&g Expl Pro (XOP)	0.1	$919k	NEW	6.0k	154.26	View chart
Vaneck Etf Trust Ig Floa Rate Etf (FLTR)	0.1	$886k	-4%	35k	25.61	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$874k	+3%	1.2k	748.78	View chart
Comcast Corp Cl A (CMCSA)	0.1	$824k	-23%	34k	24.55	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$749k		1.00	748850.00	View chart
Corning Incorporated (GLW)	0.1	$719k	-3%	2.8k	255.42	View chart
PNC Financial Services (PNC)	0.1	$711k		2.9k	246.22	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.1	$694k	+11%	26k	26.52	View chart
Palantir Technologies Cl A (PLTR)	0.1	$689k	NEW	5.9k	116.67	View chart
Altria (MO)	0.1	$676k		9.4k	71.95	View chart
Lowe's Companies (LOW)	0.1	$639k	+4%	2.9k	220.47	View chart
Dimensional Etf Trust Global Sustaina (DFSB)	0.1	$625k		12k	52.11	View chart
Marathon Petroleum Corp (MPC)	0.1	$616k		2.4k	255.67	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.1	$614k	-4%	8.5k	72.28	View chart
Skyworks Solutions (SWKS)	0.1	$580k		8.6k	67.80	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$565k	+22%	9.6k	58.98	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$557k		1.9k	300.52	View chart
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV)	0.1	$548k	-4%	4.8k	113.82	View chart
Dell Technologies CL C (DELL)	0.1	$520k	-25%	1.2k	431.46	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$517k	NEW	7.0k	73.41	View chart
S&p Global (SPGI)	0.1	$510k	+4%	1.3k	407.13	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.1	$509k	-6%	5.3k	96.46	View chart
Fidelity Covington Trust Vlu Factor Etf (FVAL)	0.1	$487k		6.3k	77.94	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.1	$464k	NEW	233.00	1989.69	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.1	$458k	+14%	11k	40.21	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.1	$444k	-3%	22k	20.37	View chart
Dimensional Etf Trust Us Small Cap Etf (DFSV)	0.0	$426k	+22%	11k	38.79	View chart
Marriott Intl Cl A (MAR)	0.0	$419k		1.1k	370.59	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$409k		3.9k	103.88	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.0	$398k	-7%	1.3k	302.97	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.0	$388k	+67%	10k	37.26	View chart
Emerson Electric (EMR)	0.0	$385k	+11%	2.7k	143.15	View chart
Xcel Energy (XEL)	0.0	$366k		4.6k	80.30	View chart
Texas Instruments Incorporated (TXN)	0.0	$366k	-9%	1.2k	298.06	View chart
Spdr Series Trust St Str Aggre Etf (SPAB)	0.0	$366k	-2%	14k	25.52	View chart
Dimensional Etf Trust Global Cr Etf (DGCB)	0.0	$365k	+6%	6.7k	54.67	View chart
Automatic Data Processing (ADP)	0.0	$358k	+9%	1.6k	223.89	View chart
Valued Advisers Tr Regan Fltg Rate (MBSF)	0.0	$345k	NEW	13k	25.67	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.0	$330k		1.2k	285.52	View chart
CSX Corporation (CSX)	0.0	$330k		6.9k	47.53	View chart
British Amern Tob Sponsored Adr (BTI)	0.0	$330k		5.3k	61.76	View chart
Intuitive Surgical Com New (ISRG)	0.0	$327k		823.00	397.68	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$326k	-2%	2.2k	148.28	View chart
Thermo Fisher Scientific (TMO)	0.0	$325k	+17%	649.00	501.36	View chart
Jabil Circuit (JBL)	0.0	$325k		843.00	385.48	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.0	$317k		5.9k	54.02	View chart
Ge Vernova (GEV)	0.0	$316k		269.00	1174.90	View chart
Select Sector Spdr Tr St Str Discr Etf (XLY)	0.0	$313k	NEW	2.7k	117.28	View chart
Stryker Corporation (SYK)	0.0	$312k	+12%	990.00	314.70	View chart
Parker-Hannifin Corporation (PH)	0.0	$311k	+38%	318.00	978.12	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.0	$305k		639.00	477.78	View chart
Deere & Company (DE)	0.0	$305k	+19%	481.00	634.33	View chart
BlackRock Corporate High Yield Fund VI (HYT)	0.0	$304k	+2%	36k	8.56	View chart
Ishares Tr Esg Msci Kld Etf (DSI)	0.0	$302k	-3%	2.1k	142.39	View chart
Spdr Series Trust ST STR SP600SM C (SLYV)	0.0	$300k	+13%	2.7k	109.10	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.0	$296k		6.3k	46.63	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$290k	NEW	3.4k	85.49	View chart
Ge Aerospace Com New (GE)	0.0	$285k		763.00	373.79	View chart
Dimensional Etf Trust Glob Co Plus Etf (DFGP)	0.0	$281k		5.2k	54.46	View chart
MasTec (MTZ)	0.0	$273k		656.00	416.07	View chart
Air Products & Chemicals (APD)	0.0	$272k		926.00	293.25	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$269k		3.9k	68.41	View chart
Ishares Tr Us Telecom Etf (IYZ)	0.0	$266k	NEW	6.3k	42.31	View chart
Select Sector Spdr Tr St Str Svc Etf (XLC)	0.0	$261k	NEW	2.4k	107.13	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.0	$259k	+500%	3.1k	82.62	View chart
Vertiv Holdings Com Cl A (VRT)	0.0	$258k	NEW	770.00	334.82	View chart
American Electric Power Company (AEP)	0.0	$258k	-8%	1.9k	136.81	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$255k		1.1k	236.68	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.0	$250k	-92%	2.1k	117.44	View chart
Spdr Series Trust St Str Sw Serv (XSW)	0.0	$250k	NEW	1.5k	171.81	View chart
Nuveen Multi-Strategy Income & Growth (JPC)	0.0	$247k	+11%	31k	7.88	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.0	$246k		2.5k	98.20	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.0	$242k	-3%	4.6k	52.41	View chart
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW)	0.0	$238k		3.6k	65.73	View chart
Vanguard World Mega Grwth Ind (MGK)	0.0	$234k	NEW	2.7k	87.92	View chart
Vanguard Malvern Fds Shor Dura Bd Etf (VSDB)	0.0	$234k		3.1k	76.35	View chart
Grayscale Bitcoin Mini Tr Et Shs New (BTC)	0.0	$228k		8.8k	25.95	View chart
Merck & Co (MRK)	0.0	$227k	NEW	1.8k	128.49	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.0	$226k		2.9k	76.70	View chart
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)	0.0	$223k		9.9k	22.64	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$214k		1.4k	156.36	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.0	$210k	NEW	5.2k	40.13	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$209k		567.00	368.49	View chart
Dycom Industries (DY)	0.0	$207k	NEW	410.00	505.41	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.0	$207k	NEW	1.6k	132.24	View chart
Ishares Tr Futu Expo Te Etf (XT)	0.0	$201k	NEW	2.4k	82.63	View chart
Novartis Sponsored Adr (NVS)	0.0	$198k	NEW	1.3k	156.72	View chart
Pimco Dynamic Income SHS (PDI)	0.0	$198k	+4%	12k	16.70	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$193k	NEW	2.5k	77.12	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.0	$193k	NEW	977.00	197.54	View chart
Abbott Laboratories (ABT)	0.0	$191k	-87%	2.1k	90.72	View chart
Spdr Series Trust St Nuve High Etf (HYMB)	0.0	$185k	NEW	7.3k	25.44	View chart
Ishares Tr Futu Ai Tech Etf (ARTY)	0.0	$184k	NEW	2.4k	76.16	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.0	$183k	NEW	3.6k	51.51	View chart
Viking Holdings Ord Shs (VIK)	0.0	$183k	NEW	1.7k	104.69	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	0.0	$180k	NEW	4.4k	41.25	View chart
Spdr Series Trust St Str P500val (SPYV)	0.0	$180k	-16%	3.0k	60.79	View chart
National Grid Sponsored Adr Ne (NGG)	0.0	$179k	NEW	2.2k	82.89	View chart
Ishares Msci Equal Weite (EUSA)	0.0	$171k	NEW	1.5k	114.19	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.0	$167k	NEW	1.6k	102.18	View chart
Bny Mellon Etf Trust Ii Concentrated Grw (BKCG)	0.0	$167k	NEW	4.5k	37.30	View chart
Coherent Corp (COHR)	0.0	$166k	NEW	422.00	394.27	View chart
Dbx Etf Tr Xtrack Usd High (HYLB)	0.0	$166k	NEW	4.6k	36.52	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$164k		3.1k	53.47	View chart
IDEXX Laboratories (IDXX)	0.0	$164k	NEW	311.00	526.44	View chart
American Tower Reit (AMT)	0.0	$163k	NEW	997.00	163.55	View chart
Honeywell International (HON)	0.0	$160k	NEW	715.00	223.74	View chart
Yum! Brands (YUM)	0.0	$160k	NEW	1.0k	159.86	View chart
Honeywell Aerospace (HONA)	0.0	$158k	NEW	714.00	221.08	View chart
Cigna Corp (CI)	0.0	$158k	NEW	571.00	275.91	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.0	$157k	NEW	1.1k	147.67	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.0	$154k	NEW	2.6k	58.92	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.0	$153k	NEW	2.9k	53.11	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.0	$151k	NEW	3.0k	50.22	View chart
Dimensional Etf Trust Intl Cor Fix Etf (DFGX)	0.0	$151k	NEW	2.8k	53.59	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.0	$150k	NEW	1.9k	79.95	View chart
McKesson Corporation (MCK)	0.0	$150k	-94%	198.00	755.60	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.0	$147k	NEW	2.1k	71.25	View chart

Past Filings by Concord Wealth Partners

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

Concord Wealth Partners 2026 Q2 filed July 27, 2026
Concord Wealth Partners 2026 Q1 filed May 1, 2026
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

View all past filings

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