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Congress Wealth Management LLC / de /
Congress Wealth Management LLC is a Boston-based independent registered investment advisory firm, founded in 2009, serving high-net-worth individuals, families, endowments, and institutions. The firm offers discretionary and non-discretionary investment management, financial planning, and related wealth advisory services. With approximately 75 employees, it combines in-house investment research and personalized planning to meet its clients' financial objectives.
Investment Strategy
Congress Wealth Management LLC provides a personalized, multi-asset class portfolio management approach, utilizing fundamental and quantitative research to build globally diversified portfolios. The firm actively manages client portfolios, emphasizing risk management, asset allocation, and tax efficiency. Their investment philosophy balances growth and preservation of capital, offering both active and passive investment solutions tailored to clients’ needs.
Latest 13F Filing Activity
Congress Wealth Management LLC / de / filed their most recent 13F report on Jun 30, 2025 disclosing 1,166 equity positions with a total 13F market value of $10B. The fund increased holdings in Vanguard Index FDS, Microsoft Corp., Nvidia Corporation among other positions. Congress Wealth Management LLC / de / reduced exposure to Select Sector SPDR TR, SPDR Series Trust, Costco WHSL Corp. New among others.
Top Holdings
Equity Positions (1,166)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTI | VANGUARD INDEX FDS | 3.83% | $395.5M | 1,301,321 | $302.64 | $303.93 | +$377.1M |
A AAPL | APPLE INC | 3.82% | $394.3M | 1,922,034 | $210.59 | $205.17 | +$3.9M |
M MSFT | MICROSOFT CORP | 2.36% | $244.0M | 490,591 | $401.09 | $497.41 | +$88.5M |
N NVDA | NVIDIA CORPORATION | 1.95% | $201.6M | 1,275,965 | $61.87 | $157.99 | +$79.6M |
X XLF | SELECT SECTOR SPDR TR | 1.46% | $150.8M | 2,879,565 | $39.21 | $52.37 | +$8.2M |
Industry Allocation
Investment Team (7)
| Name | Role | Location | |
|---|---|---|---|
 | Senior Vice President of Investments | Columbia, MD , United States | |
 | Manager of Investment Research | Richmond, VA , United States | |
 | Principal | Columbia, MD , United States | |
 | Portfolio Analyst | Richmond, VA , United States | |
 | Trader | Millersville, MD , United States | |
 | Client Advisor, Trader | Richmond, VA , United States | |
 | Senior Analyst | Philadelphia, PA , United States |
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