Concord Wealth Partners
CIK 1814214
13F filing for Q2 2026・No. 2,798
- Holdings
- US$873.17M
- Quarter change
- +US$102.67M
- Entries
- 885
- Net bought (estimate)
- +US$35.31M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 679
- Sold out 2
- Cut 86
- Added 105
- Corporate actions 2
- Unchanged 14
Largest holdings
884 stocks worth US$873.17M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| NVDANvidiaCOM | Added | 200,224 | US$40.06M | 4.59% |
| SPDR INDEX SHS FDSST STR PO EX ETF | Added | 774,332 | US$39.02M | 4.47% |
| SSGA ACTIVE TRST STR BLACK ETF | Added | 1,262,818 | US$35.3M | 4.04% |
| SPSBSPDR SERIES TRUSTST SHOR CORP ETF | Added | 1,140,512 | US$34.23M | 3.92% |
| SPDR SERIES TRUSTST INTER ETF | Added | 1,188,621 | US$33.74M | 3.86% |
| SPDR SERIES TRUSTST INTER BD ETF | Added | 1,008,318 | US$33.74M | 3.86% |
| VANGUARD SCOTTSDALE FDSSHORT TERM TREAS | Added | 568,549 | US$33.09M | 3.79% |
| SPDR SERIES TRUSTST STR P500GRW | Cut | 216,793 | US$25.8M | 2.95% |
| AMERICAN CENTY ETF TRAVANTIS EMGMKT | Cut | 247,850 | US$23.92M | 2.74% |
| AAPLAppleCOM | Added | 69,713 | US$20.17M | 2.31% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 27, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.