StockDriftsStockDriftsTop 50 Concord Wealth Partners Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 4.59% | 200.2K | $40.1M | +0.34%(+671) | $62.70(+260.55%) | 2026-06-30 | |
| SPDW | SPDR INDEX SHS FDS | 4.47% | 774.3K | $39.0M | +1.44%(+10.98K) | $36.83(+41.74%) | 2026-06-30 | |
| HYBL | SSGA ACTIVE TR | 4.04% | 1.26M | $35.3M | +4.00%(+48.52K) | $28.40(-1.44%) | 2026-06-30 | |
| SPSB | SPDR SERIES TRUST | 3.92% | 1.14M | $34.2M | +2.64%(+29.30K) | $29.60(+1.21%) | 2026-06-30 | |
| SPTI | SPDR SERIES TRUST | 3.86% | 1.19M | $33.7M | +4.59%(+52.14K) | $28.52(-1.41%) | 2026-06-30 | |
| SPIB | SPDR SERIES TRUST | 3.86% | 1.01M | $33.7M | +3.87%(+37.61K) | $33.32(-0.57%) | 2026-06-30 | |
| VGSH | VANGUARD SCOTTSDALE FDS | 3.79% | 568.5K | $33.1M | +5.03%(+27.23K) | $58.70(-0.93%) | 2026-06-30 | |
| SPYG | SPDR SERIES TRUST | 2.95% | 216.8K | $25.8M | -3.90%(-8.79K) | $76.20(+61.26%) | 2026-06-30 | |
| AVEM | AMERICAN CENTY ETF TR | 2.74% | 247.8K | $23.9M | -0.10%(-252) | $61.11(+53.26%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.31% | 69.7K | $20.2M | +1.70%(+1.16K) | $169.05(+80.65%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.16% | +37.34% | +3.69% | +19.87% |
| Top 20 Holdings Unweighted | +13.49% | +46.16% | +4.55% | +24.92% |
Concord Wealth Partners reports $873.17M in US-listed equity holdings across 885 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (4.6%), SPDW (4.5%) and HYBL (4.0%). The top 20 holdings account for 50.82% of reported assets. Its disclosed equity book has returned +37.34% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Concord Wealth Partners, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Concord Wealth Partners’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1814214). View Concord Wealth Partners’s 13F filings on SEC