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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, SPSB, HYBL, VGSH, and represent 21.40% of Concord Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: XOM (+$5.8M), Dimensional Etf Trust, VGSH, SPTI, SPIB, SPSB, DFSV, DFIC, VGIT, SGOV.
Started 29 new stock positions in DCOR, IBTJ, HYS, IBTL, DFSV, SPHY, DXUV, XOM, XLU, FISV.
Reduced shares in these 10 stocks: , NVDA, DFUS, DFAX, VGT, DFCF, Dimensional Etf Trust, CAT, DFSD, SPYG.
Sold out of its positions in ASTS, PPLT, AVAV, ALNY, AXON, BWXT, BNGO, BKSY, CCJ, CGBL.
Concord Wealth Partners was a net seller of stock by $-8.4M.
Concord Wealth Partners has $859M in assets under management (AUM), dropping by -1.62%.
Central Index Key (CIK): 0001814214

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Portfolio Holdings for Concord Wealth Partners

Concord Wealth Partners holds 813 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Concord Wealth Partners has 813 total positions. Only the first 250 positions are shown.

Sign up to view all of the Concord Wealth Partners Sept. 30, 2026 positions
Download the Concord Wealth Partners September 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
NVIDIA Corporation (NVDA)	4.8	$41M	-10%	179k	228.38	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	4.6	$39M		782k	50.21	View chart
Spdr Series Trust St Shor Corp Etf (SPSB)	4.0	$35M	+2%	1.2M	29.59	View chart
Ssga Active Tr St Str Black Etf (HYBL)	4.0	$35M		1.3M	27.57	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	4.0	$34M	+4%	593k	57.56	View chart
Spdr Series Trust St Inter Bd Etf (SPIB)	3.9	$34M	+4%	1.0M	32.28	View chart
Spdr Series Trust St Inter Etf (SPTI)	3.9	$34M	+4%	1.2M	27.28	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	3.0	$26M	-2%	212k	123.08	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	2.8	$24M		252k	94.02	View chart
Apple (AAPL)	2.7	$24M		71k	333.02	View chart
Microsoft Corporation (MSFT)	2.3	$20M	+2%	39k	512.90	View chart
Wisdomtree Tr Us Midcap Divid (DON)	1.5	$13M		235k	53.95	View chart
Spdr Index Shs Fds St S&p Intl Etf (DWX)	1.4	$12M	+2%	270k	45.74	View chart
Broadcom (AVGO)	1.4	$12M		34k	351.19	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.3	$11M		33k	344.08	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	1.3	$11M	+2%	130k	84.08	View chart
Amazon (AMZN)	1.2	$11M	-2%	43k	249.15	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	1.2	$11M	-27%	128k	83.03	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	1.2	$11M		94k	111.65	View chart
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)	1.2	$11M	-6%	226k	46.47	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	1.2	$10M	-3%	87k	117.77	View chart
JPMorgan Chase & Co. (JPM)	1.2	$10M		31k	330.83	View chart
Dimensional Etf Trust Core Fixe In Etf (DFCF)	1.2	$10M	-10%	251k	40.12	View chart
Meta Platforms Cl A (META)	1.0	$8.6M		12k	725.20	View chart
Ishares Tr Intl Div Grwth (IGRO)	0.9	$7.9M		90k	88.76	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.9	$7.7M		82k	94.42	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.8	$7.2M	-5%	80k	90.44	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	0.8	$7.1M	+10%	71k	100.68	View chart
Ishares Tr Core Div Grwth (DGRO)	0.8	$7.0M	-4%	93k	75.39	View chart
Caterpillar (CAT)	0.8	$6.8M	-11%	8.4k	810.79	View chart
Applied Materials (AMAT)	0.8	$6.5M		13k	511.37	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf	0.7	$6.2M	+43%	140k	44.45	View chart
Exxonmobil Holdings Corp Com Shs (XOM)	0.7	$5.8M	NEW	35k	162.75	View chart
Coca-Cola Company (KO)	0.7	$5.7M	-3%	67k	86.08	View chart
Lam Research Corp Com New (LRCX)	0.6	$5.2M		16k	328.51	View chart
Lockheed Martin Corporation (LMT)	0.6	$5.1M		10k	509.26	View chart
Goldman Sachs (GS)	0.6	$5.1M		5.7k	900.39	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.6	$4.9M	-25%	133k	37.02	View chart
Nextera Energy (NEE)	0.6	$4.9M		64k	75.74	View chart
Johnson & Johnson (JNJ)	0.6	$4.8M	-7%	18k	264.74	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.6	$4.8M	+7%	52k	91.64	View chart
Eaton Corp SHS (ETN)	0.6	$4.7M		11k	429.71	View chart
ConocoPhillips (COP)	0.5	$4.7M		37k	125.15	View chart
Steel Dynamics (STLD)	0.5	$4.6M		21k	221.61	View chart
Morgan Stanley Com New (MS)	0.5	$4.5M		24k	188.08	View chart
Amgen (AMGN)	0.5	$4.5M	-3%	11k	421.51	View chart
Eli Lilly & Co. (LLY)	0.5	$4.4M	+3%	3.8k	1157.19	View chart
Union Pacific Corporation (UNP)	0.5	$4.4M	+5%	16k	272.14	View chart
Chevron Corporation (CVX)	0.5	$4.1M	+2%	20k	204.21	View chart
Visa Com Cl A (V)	0.5	$4.1M		11k	359.33	View chart
CVS Caremark Corporation (CVS)	0.5	$4.0M		47k	85.69	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.5	$4.0M		73k	54.10	View chart
Cisco Systems (CSCO)	0.5	$3.9M	-5%	36k	107.63	View chart
Dimensional Etf Trust Ultr Fix Inc Etf (DUSB)	0.5	$3.9M	-5%	77k	50.49	View chart
Procter & Gamble Company (PG)	0.4	$3.8M		26k	145.28	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.4	$3.7M	+8%	71k	52.36	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$3.5M		10k	340.74	View chart
Ishares Asia/pac Div Etf (DVYA)	0.4	$3.4M		69k	49.84	View chart
Ishares Em Mkts Div Etf (DVYE)	0.4	$3.4M		101k	34.00	View chart
Mastercard Incorporated Cl A (MA)	0.4	$3.4M		6.1k	551.48	View chart
Walt Disney Company (DIS)	0.4	$3.4M		32k	104.90	View chart
W.W. Grainger (GWW)	0.4	$3.2M		2.6k	1245.99	View chart
Truist Financial Corp equities (TFC)	0.4	$3.2M		69k	46.30	View chart
Micron Technology (MU)	0.4	$3.2M		3.0k	1065.09	View chart
UnitedHealth (UNH)	0.4	$3.1M		8.4k	367.06	View chart
Travelers Companies (TRV)	0.4	$3.0M		8.5k	356.50	View chart
Advanced Micro Devices (AMD)	0.3	$3.0M		4.9k	611.74	View chart
Home Depot (HD)	0.3	$3.0M	+8%	11k	284.48	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.3	$2.9M	-4%	4.8k	609.00	View chart
Wal-Mart Stores (WMT)	0.3	$2.9M		28k	103.92	View chart
Tesla Motors (TSLA)	0.3	$2.9M	-13%	8.1k	354.81	View chart
Schwab Strategic Tr Fund Em Equi Etf (FNDE)	0.3	$2.8M		68k	41.87	View chart
Chubb (CB)	0.3	$2.8M		8.7k	325.25	View chart
Marvell Technology (MRVL)	0.3	$2.8M	+3%	11k	264.20	View chart
Raytheon Technologies Corp (RTX)	0.3	$2.8M	+15%	15k	185.65	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$2.7M	-5%	82k	32.53	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.3	$2.7M	+3%	64k	41.43	View chart
Spdr Index Shs Fds St Str Eu 50 Etf (FEZ)	0.3	$2.6M	-3%	39k	67.31	View chart
McDonald's Corporation (MCD)	0.3	$2.6M		11k	230.93	View chart
Kla Corp Com New (KLAC)	0.3	$2.5M	+2%	13k	194.93	View chart
Costco Wholesale Corporation (COST)	0.3	$2.5M		2.7k	910.19	View chart
TJX Companies (TJX)	0.3	$2.4M	+13%	18k	132.31	View chart
Ishares Tr Core High Dv Etf (HDV)	0.3	$2.3M	-4%	84k	27.96	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$2.3M	-6%	3.2k	739.84	View chart
Invesco Exch Traded Fd Tr Ii S&p Smlcap Hig (XSHD)	0.3	$2.3M	+3%	180k	12.85	View chart
Cadence Design Systems (CDNS)	0.3	$2.2M		6.8k	330.16	View chart
Abbvie (ABBV)	0.2	$2.1M		7.9k	261.59	View chart
Verizon Communications (VZ)	0.2	$2.0M		44k	45.87	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	0.2	$2.0M	-12%	5.3k	374.25	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.2	$2.0M	-8%	43k	46.03	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$1.9M		2.8k	700.81	View chart
salesforce (CRM)	0.2	$1.9M	+18%	8.2k	229.57	View chart
Bank of America Corporation (BAC)	0.2	$1.9M		34k	54.43	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.2	$1.8M	-10%	21k	89.76	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.2	$1.8M	-4%	44k	42.19	View chart
Citigroup Com New (C)	0.2	$1.8M		14k	129.48	View chart
Tcw Etf Trust Flexible Income (FLXR)	0.2	$1.8M	-18%	48k	37.93	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.2	$1.8M		9.2k	195.74	View chart
Intel Corporation (INTC)	0.2	$1.8M	-14%	15k	120.23	View chart
Colgate-Palmolive Company (CL)	0.2	$1.7M	+2%	21k	85.32	View chart
International Business Machines (IBM)	0.2	$1.7M	+8%	7.9k	219.94	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$1.7M	+6%	30k	56.22	View chart
Duke Energy Corp Com New (DUK)	0.2	$1.7M		15k	114.01	View chart
Dimensional Etf Trust Us Small Cap Etf	0.2	$1.7M	-37%	22k	77.42	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$1.5M	-44%	12k	125.67	View chart
Southern Company (SO)	0.2	$1.5M	-15%	18k	82.89	View chart
Servicenow (NOW)	0.2	$1.5M	+14%	11k	134.01	View chart
Dominion Resources (D)	0.2	$1.5M		24k	60.52	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.2	$1.4M	+166%	26k	56.66	View chart
AFLAC Incorporated (AFL)	0.2	$1.4M		13k	111.78	View chart
Pfizer (PFE)	0.2	$1.4M	+2%	49k	28.52	View chart
Illinois Tool Works (ITW)	0.2	$1.4M		5.4k	257.29	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.2	$1.4M	+5%	23k	61.26	View chart
Bristol Myers Squibb (BMY)	0.2	$1.4M	+5%	22k	62.40	View chart
Wells Fargo & Company (WFC)	0.2	$1.4M	+2%	17k	80.05	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.2	$1.3M	+233%	35k	37.61	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.1	$1.3M	-2%	1.7k	762.48	View chart
Qualcomm (QCOM)	0.1	$1.3M	+3%	6.8k	184.04	View chart
Blackrock (BLK)	0.1	$1.2M		1.2k	1058.06	View chart
Palantir Technologies Cl A (PLTR)	0.1	$1.2M	+9%	6.5k	187.04	View chart
Devon Energy Corporation (DVN)	0.1	$1.2M	-9%	25k	46.04	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$1.1M	-17%	4.3k	264.90	View chart
Spdr Series Trust St Str Secto Etf (SPDG)	0.1	$1.1M	-5%	26k	44.64	View chart
Proshares Tr S&p Tech Dividen (TDV)	0.1	$1.1M	-7%	11k	99.38	View chart
Linde SHS (LIN)	0.1	$1.1M		2.3k	474.55	View chart
Pepsi (PEP)	0.1	$1.1M	+4%	8.6k	126.72	View chart
Darden Restaurants (DRI)	0.1	$1.0M	+2%	5.4k	193.24	View chart
Ssga Active Etf Tr St Str Bl Ln Etf (SRLN)	0.1	$1.0M	-21%	26k	40.39	View chart
Spdr Series Trust Sp O&g Expl Pro (XOP)	0.1	$1.0M	-2%	5.8k	179.34	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$1.0M	-2%	13k	78.31	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$1.0M	-10%	6.6k	155.21	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.1	$999k		2.0k	508.53	View chart
Comcast Corp Cl A (CMCSA)	0.1	$976k	+33%	45k	21.76	View chart
Vaneck Etf Trust Ig Floa Rate Etf (FLTR)	0.1	$972k	+9%	38k	25.59	View chart
Marsh & McLennan Companies (MRSH)	0.1	$954k	-8%	5.6k	170.73	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$951k	-2%	1.9k	497.86	View chart
Oracle Corporation (ORCL)	0.1	$934k	-22%	6.8k	137.29	View chart
Dfa Invt Dimensions Group In U.s. Sml Cp Val (DFSV)	0.1	$916k	NEW	24k	37.47	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$842k	-5%	1.1k	766.17	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$747k		1.00	747005.00	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.1	$737k	+607%	29k	25.13	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.1	$646k	-2%	25k	25.39	View chart
Skyworks Solutions (SWKS)	0.1	$642k	-12%	7.5k	85.48	View chart
PNC Financial Services (PNC)	0.1	$641k		2.9k	222.26	View chart
Altria (MO)	0.1	$635k		9.4k	67.34	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.1	$601k	-4%	8.1k	73.80	View chart
Dell Technologies CL C (DELL)	0.1	$558k	-14%	1.0k	538.15	View chart
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV)	0.1	$551k		4.8k	114.73	View chart
S&p Global (SPGI)	0.1	$544k	+10%	1.4k	394.50	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.1	$512k	-48%	4.6k	110.33	View chart
Fidelity Covington Trust Vlu Factor Etf (FVAL)	0.1	$506k		6.3k	80.76	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.1	$505k		5.2k	97.45	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$486k	-5%	1.8k	277.93	View chart
Corning Incorporated (GLW)	0.1	$480k	+10%	3.1k	153.77	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.1	$465k	+3%	12k	39.31	View chart
Select Sector Spdr Tr St Str Svc Etf (XLC)	0.1	$449k	+65%	4.0k	110.97	View chart
Valued Advisers Tr Regan Fltg Rate (MBSF)	0.1	$444k	+29%	18k	25.41	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.1	$441k	+94%	10k	43.29	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.1	$436k	+473%	2.9k	150.86	View chart
Abbott Laboratories (ABT)	0.1	$430k	+106%	4.4k	98.82	View chart
Emerson Electric (EMR)	0.0	$425k		2.7k	155.10	View chart
Thermo Fisher Scientific (TMO)	0.0	$403k	-8%	597.00	675.05	View chart
Marriott Intl Cl A (MAR)	0.0	$402k		1.1k	355.67	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$388k	-5%	3.7k	103.88	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.0	$383k	+486%	9.6k	39.72	View chart
Spdr Series Trust St Str Aggre Etf (SPAB)	0.0	$378k	+8%	16k	24.36	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$377k	-23%	5.4k	70.14	View chart
Automatic Data Processing (ADP)	0.0	$374k	-9%	1.5k	258.03	View chart
Intuitive Surgical Com New (ISRG)	0.0	$364k	+8%	896.00	406.63	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.0	$348k		1.2k	300.07	View chart
Texas Instruments Incorporated (TXN)	0.0	$345k		1.2k	280.16	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.0	$332k	-21%	183.00	1816.52	View chart
Deere & Company (DE)	0.0	$326k		485.00	671.55	View chart
Grayscale Bitcoin Mini Tr Et Shs New (BTC)	0.0	$324k		8.8k	36.95	View chart
CSX Corporation (CSX)	0.0	$323k		6.9k	46.51	View chart
Xcel Energy (XEL)	0.0	$322k		4.6k	70.48	View chart
Dimensional Etf Trust Global Cr Etf (DGCB)	0.0	$321k	-7%	6.2k	51.91	View chart
Medtronic SHS (MDT)	0.0	$319k	+358%	3.7k	86.29	View chart
Parker-Hannifin Corporation (PH)	0.0	$309k		323.00	955.42	View chart
Spdr Series Trust St Str Sw Serv (XSW)	0.0	$306k	+8%	1.6k	194.56	View chart
Ishares Tr Esg Msci Kld Etf (DSI)	0.0	$299k	-3%	2.0k	146.19	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$299k		2.2k	136.07	View chart
Lowe's Companies (LOW)	0.0	$296k	-44%	1.6k	184.30	View chart
British Amern Tob Sponsored Adr (BTI)	0.0	$290k		5.3k	54.40	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.0	$289k		633.00	456.48	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.0	$288k	-3%	6.1k	47.17	View chart
BlackRock Corporate High Yield Fund VI (HYT)	0.0	$287k	+2%	37k	7.84	View chart
Dimensional Etf Trust Intl Cor Fix Etf (DFGX)	0.0	$286k	+99%	5.6k	51.14	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.0	$266k	-40%	13k	20.43	View chart
Air Products & Chemicals (APD)	0.0	$259k		929.00	278.37	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.0	$257k	-4%	3.0k	85.48	View chart
Jabil Circuit (JBL)	0.0	$255k	+5%	889.00	286.86	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.0	$254k	-36%	835.00	304.64	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$253k	-12%	3.0k	84.97	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.0	$253k		2.5k	101.13	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$252k		1.1k	233.40	View chart
Vanguard World Mrngstr Mega Cap (MGK)	0.0	$247k		2.7k	92.66	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.0	$242k		2.1k	113.43	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$242k	-8%	3.6k	66.80	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.0	$239k		4.7k	51.23	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.0	$234k	+43%	2.4k	99.72	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.0	$232k	+8%	3.2k	72.86	View chart
Vanguard Malvern Fds Shor Dura Bd Etf (VSDB)	0.0	$231k		3.1k	74.67	View chart
Spdr Series Trust ST STR SP600SM C (SLYV)	0.0	$229k	-18%	2.2k	102.17	View chart
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW)	0.0	$224k		3.6k	62.34	View chart
Dfa Invt Dimensions Group In U.s. High Relati (DUHP)	0.0	$224k	NEW	5.3k	41.91	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.0	$219k	-33%	3.9k	55.85	View chart
Nuveen Multi-Strategy Income & Growth (JPC)	0.0	$218k	+2%	32k	6.82	View chart
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)	0.0	$214k		10k	21.44	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.0	$212k		1.6k	135.53	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$210k		1.4k	152.05	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.0	$209k	+58%	4.4k	47.36	View chart
Select Sector Spdr Tr St Str Discr Etf (XLY)	0.0	$202k	-30%	1.9k	108.83	View chart
Ishares Tr Futu Expo Te Etf (XT)	0.0	$200k		2.4k	83.40	View chart
Merck & Co (MRK)	0.0	$200k	-22%	1.4k	145.34	View chart
Dimensional Etf Trust Glob Co Plus Etf (DFGP)	0.0	$193k	-28%	3.7k	51.93	View chart
Vanguard Index Fds Mrngstr Md Cp Va (VOE)	0.0	$191k		979.00	195.50	View chart
Ishares Tr Futu Ai Tech Etf (ARTY)	0.0	$190k		2.4k	78.32	View chart
Spdr Series Trust St Str P500val (SPYV)	0.0	$181k		3.0k	61.13	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$181k		2.5k	71.94	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$178k	-17%	466.00	380.81	View chart
Novartis Sponsored Adr (NVS)	0.0	$177k		1.2k	142.57	View chart
Bny Mellon Etf Trust Ii Concentrated Grw (BKCG)	0.0	$176k		4.5k	39.42	View chart
Pimco Dynamic Income SHS (PDI)	0.0	$173k	+4%	12k	14.03	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.0	$173k		3.6k	48.03	View chart
Spdr Series Trust St Nuve High Etf (HYMB)	0.0	$173k		7.4k	23.47	View chart
Dimensional Etf Trust Global Sustaina (DFSB)	0.0	$170k	-71%	3.4k	49.55	View chart
Ishares Msci Equal Weite (EUSA)	0.0	$167k		1.5k	111.34	View chart
Dbx Etf Tr Xtrack Usd High (HYLB)	0.0	$163k		4.6k	35.22	View chart
IDEXX Laboratories (IDXX)	0.0	$162k		311.00	522.19	View chart
Ge Aerospace Com New (GE)	0.0	$158k	-33%	506.00	312.01	View chart
Cigna Corp (CI)	0.0	$155k		571.00	272.06	View chart
Ishares Tr Ibonds 26 Trm Ts (IBTG)	0.0	$155k	NEW	6.8k	22.88	View chart
Ishares Tr Ibonds 27 Trm Ts (IBTH)	0.0	$154k	NEW	6.9k	22.32	View chart
Ishares Tr Ibonds 28 Trm Ts (IBTI)	0.0	$153k	NEW	7.0k	21.91	View chart
Ishares Tr Ibonds 29 Trm Ts (IBTJ)	0.0	$152k	NEW	7.2k	21.23	View chart
Spdr Series Trust St Port High Etf (SPHY)	0.0	$151k	NEW	6.7k	22.59	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.0	$150k		3.1k	49.22	View chart
Ge Vernova (GEV)	0.0	$148k	-42%	156.00	948.51	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.0	$147k		1.9k	77.20	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.0	$147k		1.1k	137.69	View chart
American Tower Reit (AMT)	0.0	$146k	-10%	893.00	163.69	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.0	$146k		2.1k	70.61	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$146k		1.5k	96.89	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$144k		4.0k	35.93	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.0	$142k	-6%	2.7k	52.65	View chart
Valero Energy Corporation (VLO)	0.0	$141k		364.00	387.61	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.0	$140k	-20%	2.3k	61.50	View chart
Mettler-Toledo International (MTD)	0.0	$139k		92.00	1510.95	View chart
Yum! Brands (YUM)	0.0	$136k		1.0k	136.34	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 Q3 filed Nov. 2, 2026
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

View all past filings

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