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Concord Wealth Partners
Updated 3 days agoManaged by Concord Wealth Partners • Latest filing Q3 2026
Portfolio value
$859.9M
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 5 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2025 | $724.6M |
| Q4 2025 | $769.7M |
| Q1 2026 | $770.5M |
| Q2 2026 | $873.2M |
| Q3 2026 | $859.9M |
Top holdings
815 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $41M | 179.3K | 4.76% | — | |
| 2 | $39.3M | 782.4K | 4.57% | — | |
| 3 | $34.7M | 1.17M | 4.04% | — | |
| 4 | $34.7M | 1.26M | 4.04% | — | |
| 5 | $34.1M | 593.3K | 3.97% | — | |
| 6 | $33.9M | 1.05M | 3.94% | — | |
| 7 | $33.8M | 1.24M | 3.93% | — | |
| 8 | $26.1M | 212.0K | 3.03% | — | |
| 9 | ? N/A AMERICAN CENTY ETF TR | $23.7M | 251.9K | 2.75% | — |
| 10 | $23.5M | 70.5K | 2.73% | — | |
| 11 | $20.1M | 39.2K | 2.34% | — | |
| 12 | $12.7M | 234.9K | 1.47% | — | |
| 13 | $12.4M | 270.2K | 1.44% | — | |
| 14 | $12M | 34.3K | 1.40% | — | |
| 15 | $11.3M | 33.0K | 1.32% | — | |
| 16 | $11M | 130.4K | 1.28% | — | |
| 17 | $10.7M | 43.1K | 1.25% | — | |
| 18 | $10.6M | 128.2K | 1.24% | — | |
| 19 | $10.5M | 94.4K | 1.23% | — | |
| 20 | $10.5M | 226.2K | 1.22% | — |