Concord Asset Management, LLC/VA
Concord Asset Management, LLC/VA reported 126 positions worth $645.8M as of June 30, 2026 (13F filed July 27, 2026). Largest holding: SPDW (5.8%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SPDW | SH | $37.4M | 5.78% | 741,283 | — | — | |
| ▸ 2 | HYBL | SH | $33.1M | 5.13% | 1,185,108 | — | — | |
| ▸ 3 | SPTI | SH | $33.0M | 5.11% | 1,162,188 | — | — | |
| ▸ 4 | SPIB | SH | $32.9M | 5.10% | 984,539 | — | — | |
| ▸ 5 | SPSB | SH | $32.9M | 5.09% | 1,095,507 | — | — | |
| ▸ 6 | VGSH | SH | $32.5M | 5.04% | 558,762 | — | — | |
| ▸ 7 | SPYG | SH | $24.5M | 3.80% | 206,125 | — | — | |
| ▸ 8 | AVEM | SH | $22.6M | 3.49% | 233,739 | — | — | |
| ▸ 9 | NVDA | SH | $19.3M | 2.99% | 96,394 | — | — | |
| ▸ 10 | AAPL | SH | $17.8M | 2.76% | 61,540 | — | — |
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Frequently Asked Questions
What stocks does Concord Asset Management, LLC/VA hold as of Q2 2026?
Concord Asset Management, LLC/VA reported 126 positions worth $645.8M in its Q2 2026 13F filing. Largest positions: SPDW (5.8%), HYBL (5.1%), SPTI (5.1%), SPIB (5.1%) and SPSB (5.1%).
What did Concord Asset Management, LLC/VA buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Concord Asset Management, LLC/VA sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.