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Concord Wealth Partners

Portfolio Manager
Concord Wealth Partners
Performance
-3.29% (2026 Q1)
AUM (13F)
$770.50M
# of Holdings
207
Performance Rank
Allocation (Top 20)
52.88%

Concord Wealth Partners Holdings Map

Top 50 Concord Wealth Partners Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
SPDW
SPDR INDEX SHS FDS
4.52%763.4K$34.8M
+3.02%(+22.37K)
2025-Q1: 536.1K shares2025-Q2: 683.2K shares2025-Q3: 698.6K shares2025-Q4: 741.0K shares2026-Q1: 763.4K shares
$36.68(+37.05%)
2026-03-31
NVDA
NVIDIA CORPORATION
4.52%199.6K$34.8M
-0.82%(-1.65K)
2025-Q1: 190.4K shares2025-Q2: 206.5K shares2025-Q3: 181.1K shares2025-Q4: 201.2K shares2026-Q1: 199.6K shares
$62.30(+262.50%)
2026-03-31
HYBL
SSGA ACTIVE TR
4.39%1.21M$33.8M
+6.47%(+73.74K)
2025-Q1: 804.5K shares2025-Q2: 1.01M shares2025-Q3: 1.10M shares2025-Q4: 1.14M shares2026-Q1: 1.21M shares
$28.42(-1.28%)
2026-03-31
SPSB
SPDR SERIES TRUST
4.34%1.11M$33.4M
+4.60%(+48.88K)
2025-Q1: 951.8K shares2025-Q2: 965.6K shares2025-Q3: 1.02M shares2025-Q4: 1.06M shares2026-Q1: 1.11M shares
$29.59(+1.40%)
2026-03-31
SPTI
SPDR SERIES TRUST
4.23%1.14M$32.6M
+5.94%(+63.77K)
2025-Q1: 961.9K shares2025-Q2: 959.5K shares2025-Q3: 1.03M shares2025-Q4: 1.07M shares2026-Q1: 1.14M shares
$28.52(-0.47%)
2026-03-31
SPIB
SPDR SERIES TRUST
4.23%970.7K$32.6M
+6.24%(+56.99K)
2025-Q1: 765.3K shares2025-Q2: 824.4K shares2025-Q3: 876.6K shares2025-Q4: 913.7K shares2026-Q1: 970.7K shares
$33.31(+0.35%)
2026-03-31
VGSH
VANGUARD SCOTTSDALE FDS
4.11%541.3K$31.7M
+316462.57%(+541.15K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 171 shares2026-Q1: 541.3K shares
$58.72(-0.76%)
2026-03-31
SPYG
SPDR SERIES TRUST
2.87%225.6K$22.1M
+2.88%(+6.32K)
2025-Q1: 138.8K shares2025-Q2: 130.9K shares2025-Q3: 214.4K shares2025-Q4: 219.3K shares2026-Q1: 225.6K shares
$76.20(+55.95%)
2026-03-31
AVEM
AMERICAN CENTY ETF TR
2.59%248.1K$20.0M
+2.26%(+5.49K)
2025-Q1: 150.4K shares2025-Q2: 173.1K shares2025-Q3: 228.7K shares2025-Q4: 242.6K shares2026-Q1: 248.1K shares
$61.11(+55.26%)
2026-03-31
AAPL
APPLE INC
2.26%68.6K$17.4M
+4.98%(+3.25K)
2025-Q1: 74.8K shares2025-Q2: 68.8K shares2025-Q3: 64.7K shares2025-Q4: 65.3K shares2026-Q1: 68.6K shares
$167.37(+78.57%)
2026-03-31

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