Concord Wealth Partners — 13F holdings

Concord Wealth Partners reported 885 holdings worth $873M in its 13F filing for Q2 2026, filed July 27, 2026.

Largest positions

  1. NVDA NVIDIA CORPORATION — $40.1M (4.6%)
  2. SPDW SPDR INDEX SHS FDS — $39.0M (4.5%)
  3. HYBL SSGA ACTIVE TR — $35.3M (4.0%)
  4. SPSB SPDR SERIES TRUST — $34.2M (3.9%)
  5. SPTI SPDR SERIES TRUST — $33.7M (3.9%)
  6. SPIB SPDR SERIES TRUST — $33.7M (3.9%)
  7. VGSH VANGUARD SCOTTSDALE FDS — $33.1M (3.8%)
  8. SPYG SPDR SERIES TRUST — $25.8M (3.0%)
  9. AVEM AMERICAN CENTY ETF TR — $23.9M (2.7%)
  10. AAPL APPLE INC — $20.2M (2.3%)