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Concord Wealth Partners

CIK:0001814214
Investment Adviser
$946M AUM
861 holdings
Abingdon, VA, United States
Founded:2011
15 employees
Latest filing:Jun 30, 2025

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 Buys
N
NVDANVIDIA CORPORATION
+$12.0M
S
SPDWSPDR INDEX SHS FDS
+$8.1M
H
HYBLSSGA ACTIVE TR
+$6.3M
M
MSFTMICROSOFT CORP
+$4.2M
D
DWXSPDR INDEX SHS FDS
+$3.0M
Top Sells
A
AAPLAPPLE INC
-$2.5M
I
INDAISHARES TR
-$2.1M
V
VRTXVERTEX PHARMACEUTICALS INC
-$1.7M
R
REGNREGENERON PHARMACEUTICALS
-$1.3M
U
UNHUNITEDHEALTH GROUP INC
-$1.3M

Top Holdings

N
NVDANVIDIA CORPORATION
+4.8%$32.6M
S
SPSBSPDR SERIES TRUST
+4.3%$29.2M
H
HYBLSSGA ACTIVE TR
+4.2%$28.9M
S
SHVISHARES TR
+4.2%$28.9M
S
SPIBSPDR SERIES TRUST
+4.0%$27.7M

Equity Positions (853)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
NVIDIA CORPORATION4.76%$32.6M206,491$52.21$157.99+$12.0M
SPDR SERIES TRUST4.25%$29.2M965,630$29.52$30.19+$503.9K
SSGA ACTIVE TR4.22%$28.9M1,012,493$28.35$28.59+$6.3M
ISHARES TR4.21%$28.9M261,414$110.25$110.42+$1.4M
SPDR SERIES TRUST4.04%$27.7M824,404$32.84$33.58+$2.2M

Industry Allocation

SEMICONDUCTORS & RELATED DEVICES
+6.6%
SERVICES-PREPACKAGED SOFTWARE
+4.3%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+2.8%
NATIONAL COMMERCIAL BANKS
+2.4%
ELECTRONIC COMPUTERS
+2.3%