Concord Wealth Partners - Portfolio overview
Concord Wealth Partners has 839 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
- SPDW - SPDR INDEX SHS FDS, 4.37%
- NVDA - NVIDIA CORPORATION, 4.36%
- HYBL - SSGA ACTIVE TR, 4.24%
These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.
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