Concord Wealth Partners
Concord Wealth Partners reported 885 positions worth $873.2M as of June 30, 2026 (13F filed July 27, 2026). Largest holding: NVDA (4.6%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | NVDA | SH | $40.1M | 4.59% | 200,224 | — | — | |
| ▸ 2 | SPDW | SH | $39.0M | 4.47% | 774,332 | — | — | |
| ▸ 3 | HYBL | SH | $35.3M | 4.04% | 1,262,818 | — | — | |
| ▸ 4 | SPSB | SH | $34.2M | 3.92% | 1,140,512 | — | — | |
| ▸ 5 | SPTI | SH | $33.7M | 3.86% | 1,188,621 | — | — | |
| ▸ 6 | SPIB | SH | $33.7M | 3.86% | 1,008,318 | — | — | |
| ▸ 7 | VGSH | SH | $33.1M | 3.79% | 568,549 | — | — | |
| ▸ 8 | SPYG | SH | $25.8M | 2.95% | 216,793 | — | — | |
| ▸ 9 | AVEM | SH | $23.9M | 2.74% | 247,850 | — | — | |
| ▸ 10 | AAPL | SH | $20.2M | 2.31% | 69,713 | — | — |
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Frequently Asked Questions
What stocks does Concord Wealth Partners hold as of Q2 2026?
Concord Wealth Partners reported 885 positions worth $873.2M in its Q2 2026 13F filing. Largest positions: NVDA (4.6%), SPDW (4.5%), HYBL (4.0%), SPSB (3.9%) and SPTI (3.9%).
What did Concord Wealth Partners buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Concord Wealth Partners 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.