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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 SPDW, NVDA, HYBL, SPSB, SPTI, and represent 21.99% of Concord Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: VGSH (+$32M), CVX, HYBL, RTX, SPIB, SPTI, SPSB, JEPI, SPDW, IEI.
Started 4 new stock positions in FVAL, JBL, PH, DFSU.
Reduced shares in these 10 stocks: SHV (-$31M), BRK.B, WSM, ADP, ISRG, CI, SRLN, JQUA, XOM, KLAC.
Sold out of its positions in AES, T, ARKK, ARKW, ARKF, ARKX, ASTS, ADBE, AMD, AVAV.
Concord Wealth Partners was a net buyer of stock by $8.7M.
Concord Wealth Partners has $771M in assets under management (AUM), dropping by 0.10%.
Central Index Key (CIK): 0001814214

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Portfolio Holdings for Concord Wealth Partners

Concord Wealth Partners holds 207 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Index Shs Fds State Street Spd (SPDW)	4.5	$35M	+3%	763k	45.65	View chart
NVIDIA Corporation (NVDA)	4.5	$35M		200k	174.40	View chart
Ssga Active Tr State Street Bla (HYBL)	4.4	$34M	+6%	1.2M	27.84	View chart
Spdr Series Trust State Street Spd (SPSB)	4.3	$33M	+4%	1.1M	30.07	View chart
Spdr Series Trust State Street Spd (SPTI)	4.2	$33M	+5%	1.1M	28.66	View chart
Spdr Series Trust State Street Spd (SPIB)	4.2	$33M	+6%	971k	33.54	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	4.1	$32M	+316462%	541k	58.54	View chart
Spdr Series Trust State Street Spd (SPYG)	2.9	$22M	+2%	226k	97.91	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	2.6	$20M	+2%	248k	80.58	View chart
Apple (AAPL)	2.3	$17M	+4%	69k	253.79	View chart
Microsoft Corporation (MSFT)	2.0	$15M		41k	370.17	View chart
Wisdomtree Tr Us Midcap Divid (DON)	1.6	$13M	+3%	237k	52.54	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	1.6	$13M		176k	70.91	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	1.6	$12M	+3%	284k	42.22	View chart
Spdr Index Shs Fds State Street Spd (DWX)	1.5	$12M	+3%	254k	45.60	View chart
Dimensional Etf Trust Short Duration F (DFSD)	1.5	$12M	+3%	241k	47.88	View chart
Broadcom (AVGO)	1.3	$10M	+4%	33k	309.51	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	1.3	$9.8M		89k	110.47	View chart
Amazon (AMZN)	1.2	$9.4M		45k	208.27	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	1.2	$9.2M	+2%	122k	75.19	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	1.2	$9.2M	+4%	89k	103.37	View chart
JPMorgan Chase & Co. (JPM)	1.2	$9.1M	+2%	31k	294.16	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.1	$8.8M	+3%	31k	287.56	View chart
Ishares Tr Intl Div Grwth (IGRO)	1.0	$7.6M	+10%	91k	83.77	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.9	$7.2M	+11%	82k	88.46	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.9	$7.2M	-2%	90k	80.61	View chart
Ishares Tr Core Div Grwth (DGRO)	0.9	$7.1M	-4%	101k	70.18	View chart
Meta Platforms Cl A (META)	0.9	$6.9M	-3%	12k	572.14	View chart
Caterpillar (CAT)	0.9	$6.9M	+7%	9.8k	708.48	View chart
Lockheed Martin Corporation (LMT)	0.8	$6.0M	+7%	9.9k	604.42	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.8	$6.0M	+3%	177k	33.97	View chart
Exxon Mobil Corporation (XOM)	0.8	$5.9M	-8%	35k	169.66	View chart
Coca-Cola Company (KO)	0.7	$5.3M		70k	76.05	View chart
Johnson & Johnson (JNJ)	0.6	$4.9M		20k	244.44	View chart
Applied Materials (AMAT)	0.6	$4.7M	+3%	14k	341.80	View chart
Goldman Sachs (GS)	0.6	$4.7M	-6%	5.5k	846.04	View chart
ConocoPhillips (COP)	0.6	$4.7M	+7%	35k	132.00	View chart
Nextera Energy (NEE)	0.6	$4.6M	+2%	49k	92.88	View chart
Chevron Corporation (CVX)	0.6	$4.5M	+169%	22k	206.90	View chart
Southern Company (SO)	0.6	$4.3M	+9%	45k	96.52	View chart
Union Pacific Corporation (UNP)	0.5	$4.2M	+18%	17k	242.62	View chart
Spdr Series Trust State Street Spd (BIL)	0.5	$4.2M		46k	91.64	View chart
Home Depot (HD)	0.5	$4.1M	+5%	13k	328.88	View chart
Amgen (AMGN)	0.5	$4.1M	+18%	12k	351.84	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.5	$4.1M		39k	106.01	View chart
Dimensional Etf Trust Ultrashort Fixed (DUSB)	0.5	$4.1M		80k	50.71	View chart
Morgan Stanley Com New (MS)	0.5	$3.9M	-3%	24k	164.57	View chart
Steel Dynamics (STLD)	0.5	$3.7M	+9%	21k	180.00	View chart
Procter & Gamble Company (PG)	0.5	$3.7M	+14%	26k	144.44	View chart
Eaton Corp SHS (ETN)	0.5	$3.7M	+33%	10k	357.67	View chart
Lam Research Corp Com New (LRCX)	0.5	$3.7M		17k	213.65	View chart
Visa Com Cl A (V)	0.5	$3.6M	+22%	12k	302.25	View chart
Wal-Mart Stores (WMT)	0.5	$3.6M		29k	124.28	View chart
Ishares Em Mkts Div Etf (DVYE)	0.5	$3.5M	+7%	103k	34.38	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.5	$3.5M	+7%	89k	38.86	View chart
Ishares Asia/pac Div Etf (DVYA)	0.4	$3.4M	+6%	71k	48.26	View chart
Tesla Motors (TSLA)	0.4	$3.3M	+4%	8.9k	371.75	View chart
Truist Financial Corp equities (TFC)	0.4	$3.2M		70k	45.97	View chart
Costco Wholesale Corporation (COST)	0.4	$3.2M	-3%	3.2k	996.57	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.4	$3.2M	+41%	27k	118.60	View chart
McKesson Corporation (MCK)	0.4	$3.2M	-4%	3.7k	865.36	View chart
Mastercard Incorporated Cl A (MA)	0.4	$3.1M	+6%	6.3k	499.67	View chart
Eli Lilly & Co. (LLY)	0.4	$3.1M	-7%	3.4k	919.77	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.4	$3.0M	+22%	30k	100.66	View chart
W.W. Grainger (GWW)	0.4	$3.0M	+11%	2.7k	1090.81	View chart
McDonald's Corporation (MCD)	0.4	$2.9M	+29%	9.5k	310.79	View chart
CVS Caremark Corporation (CVS)	0.4	$2.9M	+7%	41k	71.82	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.4	$2.9M	-11%	95k	30.68	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$2.8M	-4%	9.9k	286.87	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	0.4	$2.8M		73k	38.26	View chart
Walt Disney Company (DIS)	0.4	$2.8M	+6%	29k	96.38	View chart
Raytheon Technologies Corp (RTX)	0.4	$2.8M	+247%	14k	192.90	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.4	$2.8M	-6%	7.2k	383.41	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.4	$2.7M	+97%	48k	56.68	View chart
Chubb (CB)	0.4	$2.7M	+2%	8.3k	325.94	View chart
Spdr Index Shs Fds State Street Spd (FEZ)	0.3	$2.7M		43k	62.08	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.3	$2.7M	-9%	59k	45.12	View chart
salesforce (CRM)	0.3	$2.5M	+23%	14k	186.67	View chart
TJX Companies (TJX)	0.3	$2.5M	+3%	15k	159.70	View chart
Tcw Etf Trust Flexible Income (FLXR)	0.3	$2.5M	+44%	63k	39.27	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.3	$2.4M	+8%	34k	71.13	View chart
Travelers Companies (TRV)	0.3	$2.4M	+3%	8.1k	291.68	View chart
Invesco Exch Traded Fd Tr Ii S&p Smlcap Hig (XSHD)	0.3	$2.3M	+21%	179k	13.12	View chart
Ishares Tr Core High Dv Etf (HDV)	0.3	$2.3M	+7%	17k	135.72	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.3	$2.3M	+19%	59k	38.96	View chart
Intuit (INTU)	0.3	$2.3M	+40%	5.2k	432.38	View chart
Verizon Communications (VZ)	0.3	$2.2M	+8%	44k	50.20	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.3	$2.1M	+6%	44k	47.93	View chart
Kla Corp Com New (KLAC)	0.3	$2.0M	-18%	1.4k	1472.41	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$1.9M		3.4k	577.16	View chart
UnitedHealth (UNH)	0.2	$1.9M	+32%	7.1k	270.59	View chart
Duke Energy Corp Com New (DUK)	0.2	$1.9M	+14%	14k	130.94	View chart
Cadence Design Systems (CDNS)	0.2	$1.9M	+15%	6.7k	277.87	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.2	$1.9M	+4%	44k	42.56	View chart
Spdr Series Trust State Street Spd (SPYM)	0.2	$1.8M	+6%	24k	76.54	View chart
Ssga Active Etf Tr State Street Bla (SRLN)	0.2	$1.8M	-24%	46k	40.14	View chart
International Business Machines (IBM)	0.2	$1.8M	+4%	7.5k	242.39	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$1.7M		5.4k	320.83	View chart
Abbott Laboratories (ABT)	0.2	$1.7M	+14%	16k	102.67	View chart
Abbvie (ABBV)	0.2	$1.7M	+4%	7.7k	217.49	View chart
Cisco Systems (CSCO)	0.2	$1.7M	+11%	22k	77.59	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$1.7M		2.8k	597.45	View chart
Bank of America Corporation (BAC)	0.2	$1.7M	+5%	34k	48.75	View chart
Citigroup Com New (C)	0.2	$1.6M	+14%	15k	113.41	View chart
Servicenow (NOW)	0.2	$1.6M	+59%	15k	104.55	View chart
Colgate-Palmolive Company (CL)	0.2	$1.6M	+6%	19k	85.23	View chart
Palo Alto Networks (PANW)	0.2	$1.6M	+11%	9.7k	160.32	View chart
Dominion Resources (D)	0.2	$1.5M	+12%	24k	61.82	View chart
AFLAC Incorporated (AFL)	0.2	$1.4M	+11%	13k	109.71	View chart
Cabot Oil & Gas Corporation (CTRA)	0.2	$1.4M	+11%	40k	35.14	View chart
Wells Fargo & Company (WFC)	0.2	$1.3M	+5%	17k	79.61	View chart
Illinois Tool Works (ITW)	0.2	$1.3M	+36%	5.1k	260.27	View chart
Pfizer (PFE)	0.2	$1.3M	+4%	47k	28.08	View chart
Bristol Myers Squibb (BMY)	0.2	$1.3M		21k	60.65	View chart
Comcast Corp Cl A (CMCSA)	0.2	$1.3M		44k	28.71	View chart
Pepsi (PEP)	0.2	$1.3M	+2%	8.1k	155.29	View chart
Oracle Corporation (ORCL)	0.2	$1.3M	-15%	8.5k	147.12	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.2	$1.2M	+2%	22k	55.52	View chart
Spdr Series Trust State Street Spd (SPDG)	0.2	$1.2M	-3%	29k	41.68	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$1.2M		7.8k	148.10	View chart
Proshares Tr S&p Tech Dividen (TDV)	0.1	$1.1M		13k	84.71	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.1	$1.1M	+3%	1.7k	650.36	View chart
Blackrock (BLK)	0.1	$1.1M	+16%	1.1k	961.35	View chart
Linde SHS (LIN)	0.1	$1.1M	+111%	2.2k	495.75	View chart
Marsh & McLennan Companies (MRSH)	0.1	$1.1M	+10%	6.3k	173.45	View chart
Darden Restaurants (DRI)	0.1	$1.0M	+17%	5.3k	196.04	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.1	$1.0M	-96%	9.4k	110.39	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$1.0M		12k	82.75	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$995k	-78%	2.1k	479.20	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$953k		5.3k	181.42	View chart
Vaneck Etf Trust Ig Floating Rate (FLTR)	0.1	$926k	-3%	36k	25.48	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.1	$882k	-27%	1.9k	463.11	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$806k	+4%	1.2k	697.72	View chart
Qualcomm (QCOM)	0.1	$793k		6.2k	128.79	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$738k	+144%	1.1k	653.49	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$718k		1.00	718140.00	View chart
Lowe's Companies (LOW)	0.1	$655k	-11%	2.8k	236.25	View chart
Dimensional Etf Trust Global Sustaina (DFSB)	0.1	$618k	-11%	12k	51.74	View chart
Altria (MO)	0.1	$617k		9.4k	65.99	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.1	$614k	-20%	23k	26.20	View chart
PNC Financial Services (PNC)	0.1	$601k		2.9k	208.09	View chart
Marathon Petroleum Corp (MPC)	0.1	$588k		2.4k	244.18	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.1	$547k	-50%	8.9k	61.32	View chart
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV)	0.1	$539k	-6%	5.0k	107.38	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$525k		5.7k	92.74	View chart
S&p Global (SPGI)	0.1	$508k	+6%	1.2k	425.17	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$467k	-8%	7.8k	59.55	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.1	$460k	-8%	23k	20.41	View chart
Skyworks Solutions (SWKS)	0.1	$460k	+41%	8.6k	53.55	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$458k		1.8k	248.02	View chart
Fidelity Covington Trust Vlu Factor Etf (FVAL)	0.1	$432k	NEW	6.2k	69.40	View chart
Corning Incorporated (GLW)	0.1	$395k	+142%	2.9k	135.99	View chart
Intuitive Surgical Com New (ISRG)	0.0	$381k	-78%	827.00	460.99	View chart
Spdr Series Trust State Street Spd (SPAB)	0.0	$377k	+12%	15k	25.62	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$376k		3.9k	97.12	View chart
Marriott Intl Cl A (MAR)	0.0	$370k		1.1k	327.07	View chart
Xcel Energy (XEL)	0.0	$362k		4.6k	79.44	View chart
Dimensional Etf Trust Global Cr Etf (DGCB)	0.0	$340k		6.3k	54.13	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.0	$337k	+9%	9.9k	33.86	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.0	$335k	-6%	1.4k	237.62	View chart
Honeywell International (HON)	0.0	$325k	+237%	1.4k	225.95	View chart
Emerson Electric (EMR)	0.0	$317k	+258%	2.4k	131.02	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.0	$313k	+801%	8.9k	35.04	View chart
British Amern Tob Sponsored Adr (BTI)	0.0	$312k		5.3k	58.47	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.0	$307k	+68%	5.8k	52.78	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.0	$300k	+48%	6.0k	49.89	View chart
Automatic Data Processing (ADP)	0.0	$295k	-84%	1.5k	203.19	View chart
BlackRock Corporate High Yield Fund VI (HYT)	0.0	$295k	+2%	35k	8.52	View chart
Stryker Corporation (SYK)	0.0	$290k	-20%	881.00	328.69	View chart
CSX Corporation (CSX)	0.0	$285k		6.9k	41.05	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$281k		2.3k	124.31	View chart
Dimensional Etf Trust Global Core Plus (DFGP)	0.0	$275k		5.1k	53.99	View chart
Thermo Fisher Scientific (TMO)	0.0	$271k	+581%	552.00	491.53	View chart
American Electric Power Company (AEP)	0.0	$271k		2.1k	131.08	View chart
Air Products & Chemicals (APD)	0.0	$268k		922.00	290.47	View chart
Dell Technologies CL C (DELL)	0.0	$267k	-40%	1.6k	164.13	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.0	$266k		2.2k	121.19	View chart
Texas Instruments Incorporated (TXN)	0.0	$265k	+114%	1.4k	194.11	View chart
Grayscale Bitcoin Mini Tr Et Shs New (BTC)	0.0	$263k		8.8k	29.99	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.0	$260k	NEW	6.3k	41.09	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.0	$252k	-3%	4.8k	52.56	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$244k	-3%	567.00	430.42	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.0	$241k	+181%	1.8k	132.92	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.0	$240k		1.2k	207.98	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.0	$236k		2.5k	94.24	View chart
Ge Vernova (GEV)	0.0	$235k		269.00	872.58	View chart
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW)	0.0	$233k	-12%	3.6k	63.94	View chart
Vanguard Malvern Fds Short Duration B (VSDB)	0.0	$231k		3.0k	76.26	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$231k	-18%	1.1k	215.07	View chart
Spdr Series Trust State Street Spd (SLYV)	0.0	$229k	-15%	2.4k	94.56	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.0	$229k		3.0k	77.18	View chart
Jabil Circuit (JBL)	0.0	$227k	NEW	855.00	265.63	View chart
Deere & Company (DE)	0.0	$226k	+2984%	401.00	563.30	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$224k		4.0k	56.80	View chart
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)	0.0	$223k		9.9k	22.68	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.0	$220k		6.2k	35.53	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.0	$220k		651.00	338.02	View chart
Ge Aerospace Com New (GE)	0.0	$216k		763.00	283.61	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.0	$213k		522.00	407.80	View chart
Nuveen Multi-Strategy Income & Growth (JPC)	0.0	$212k		28k	7.54	View chart
MasTec (MTZ)	0.0	$211k		656.00	321.75	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$209k		3.1k	68.14	View chart
Parker-Hannifin Corporation (PH)	0.0	$205k	NEW	229.00	895.24	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$204k		1.4k	151.37	View chart
Spdr Series Trust State Street Spd (SPYV)	0.0	$201k		3.5k	56.58	View chart
Pimco Dynamic Income SHS (PDI)	0.0	$194k	+3%	11k	17.11	View chart
Cleveland-cliffs (CLF)	0.0	$85k		10k	8.45	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 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
Concord Wealth Partners 2022 Q4 filed Jan. 30, 2023

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