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Concord Wealth Partners
Concord Wealth Partners provides comprehensive financial planning and investment advisory services for high-net-worth individuals and business owners, focusing on building, growing, protecting, and transferring wealth through customized strategies at different life stages. Their B.E.S.T.™ onboarding process is designed to create goal-driven financial plans for clients' specific needs.
Investment Strategy
Customized, goal-driven financial planning and investment strategies for high-net-worth individuals and business owners, emphasizing building, growing, protecting, and transferring wealth.
Latest 13F Filing Activity
Concord Wealth Partners filed their most recent 13F report on Jun 30, 2025 disclosing 853 equity positions with a total 13F market value of $686M. The fund increased holdings in Nvidia Corporation, SPDR Index SHS FDS, Ssga Active TR among other positions. Concord Wealth Partners reduced exposure to Apple Inc., Ishares TR, Vertex Pharmaceuticals Inc. among others.
Top Holdings
Equity Positions (853)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 4.76% | $32.6M | 206,491 | $52.21 | $157.99 | +$12.0M |
S SPSB | SPDR SERIES TRUST | 4.25% | $29.2M | 965,630 | $29.52 | $30.19 | +$503.9K |
H HYBL | SSGA ACTIVE TR | 4.22% | $28.9M | 1,012,493 | $28.35 | $28.59 | +$6.3M |
S SHV | ISHARES TR | 4.21% | $28.9M | 261,414 | $110.25 | $110.42 | +$1.4M |
S SPIB | SPDR SERIES TRUST | 4.04% | $27.7M | 824,404 | $32.84 | $33.58 | +$2.2M |
Industry Allocation
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