Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Concord Asset Management, LLC/VA (CIK 2031885) reported $591.8M across 117 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPDW ($34.1M, 5.77%), SPSB ($32.4M, 5.47%), SPTI ($32.2M, 5.43%), SPIB ($32.1M, 5.42%), HYBL ($31.8M, 5.38%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPDW | SPDR INDEX SHS FDS | $34.1M | 5.77% | 747,992 | Added |
| 2 | SPSB | SPDR SERIES TRUST | $32.4M | 5.47% | 1.1M | Added |
| 3 | SPTI | SPDR SERIES TRUST | $32.2M | 5.43% | 1.1M | Added |
| 4 | SPIB | SPDR SERIES TRUST | $32.1M | 5.42% | 956,840 | Added |
| 5 | HYBL | SSGA ACTIVE TR | $31.8M | 5.38% | 1.1M | Added |
| 6 | VGSH | VANGUARD SCOTTSDALE FDS | $31.5M | 5.32% | 537,841 | New |
| 7 | SPYG | SPDR SERIES TRUST | $20.8M | 3.52% | 212,889 | Added |
| 8 | AVEM | AMERICAN CENTY ETF TR | $19.2M | 3.25% | 238,741 | Added |
| 9 | NVDA | NVIDIA CORPORATION | $16.7M | 2.83% | 95,957 | Added |
| 10 | AAPL | APPLE INC | $15.6M | 2.63% | 61,444 | Added |
| 11 | MSFT | MICROSOFT CORP | $11.5M | 1.94% | 30,994 | Added |
| 12 | DWX | SPDR INDEX SHS FDS | $11.3M | 1.91% | 248,172 | Added |
| 13 | AVGO | BROADCOM INC | $9.9M | 1.67% | 31,871 | Added |
| 14 | AVUV | AMERICAN CENTY ETF TR | $9.7M | 1.64% | 87,778 | Added |
| 15 | DON | WISDOMTREE TR | $9.1M | 1.54% | 172,926 | Added |
| 16 | XMHQ | INVESCO EXCHANGE TRADED FD T | $8.9M | 1.50% | 85,920 | Added |
| 17 | GOOGL | ALPHABET INC | $8.6M | 1.46% | 29,972 | Added |
| 18 | AMZN | AMAZON COM INC | $8.4M | 1.42% | 40,260 | Added |
| 19 | JPM | JPMORGAN CHASE & CO | $8.1M | 1.37% | 27,642 | Added |
| 20 | IGRO | ISHARES TR | $7.5M | 1.27% | 89,722 | Added |
| 21 | VIGI | VANGUARD WHITEHALL FDS | $7.1M | 1.20% | 80,495 | Added |
| 22 | META | META PLATFORMS INC | $6.7M | 1.13% | 11,638 | Trimmed |
| 23 | AVLV | AMERICAN CENTY ETF TR | $6.7M | 1.13% | 82,788 | Trimmed |
| 24 | CAT | CATERPILLAR INC | $6.1M | 1.02% | 8,550 | Added |
| 25 | LMT | LOCKHEED MARTIN CORP | $5.7M | 0.96% | 9,392 | Added |
Source: SEC Form 13F filings · as of 2026-03-31