Concord Asset Management, LLC/VA - Portfolio overview

Concord Asset Management, LLC/VA has 126 reported holdings in this dataset, with the latest filing dated 2026-05-01.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. SPDW - SPDR INDEX SHS FDS, 5.40%
2. SPSB - SPDR SERIES TRUST, 5.13%
3. SPTI - SPDR SERIES TRUST, 5.09%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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