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 Wealth Partners (CIK 1814214) reported $770.5M across 207 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($34.8M, 4.52%), SPDW ($34.8M, 4.52%), HYBL ($33.8M, 4.39%), SPSB ($33.4M, 4.34%), SPTI ($32.6M, 4.23%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $34.8M | 4.52% | 199,553 | Trimmed |
| 2 | SPDW | SPDR INDEX SHS FDS | $34.8M | 4.52% | 763,350 | Added |
| 3 | HYBL | SSGA ACTIVE TR | $33.8M | 4.39% | 1.2M | Added |
| 4 | SPSB | SPDR SERIES TRUST | $33.4M | 4.34% | 1.1M | Added |
| 5 | SPTI | SPDR SERIES TRUST | $32.6M | 4.23% | 1.1M | Added |
| 6 | SPIB | SPDR SERIES TRUST | $32.6M | 4.23% | 970,711 | Added |
| 7 | VGSH | VANGUARD SCOTTSDALE FDS | $31.7M | 4.11% | 541,322 | Added |
| 8 | SPYG | SPDR SERIES TRUST | $22.1M | 2.87% | 225,580 | Added |
| 9 | AVEM | AMERICAN CENTY ETF TR | $20.0M | 2.59% | 248,102 | Added |
| 10 | AAPL | APPLE INC | $17.4M | 2.26% | 68,551 | Added |
| 11 | MSFT | MICROSOFT CORP | $15.3M | 1.98% | 41,219 | Added |
| 12 | DON | WISDOMTREE TR | $12.5M | 1.62% | 237,162 | Added |
| 13 | DFUS | DIMENSIONAL ETF TRUST | $12.5M | 1.62% | 175,675 | Trimmed |
| 14 | DFCF | DIMENSIONAL ETF TRUST | $12.0M | 1.56% | 284,426 | Added |
| 15 | DWX | SPDR INDEX SHS FDS | $11.6M | 1.51% | 254,362 | Added |
| 16 | DFSD | DIMENSIONAL ETF TRUST | $11.5M | 1.50% | 240,977 | Added |
| 17 | AVGO | BROADCOM INC | $10.3M | 1.34% | 33,359 | Added |
| 18 | AVUV | AMERICAN CENTY ETF TR | $9.8M | 1.28% | 88,966 | Added |
| 19 | AMZN | AMAZON COM INC | $9.4M | 1.22% | 45,065 | Added |
| 20 | SPHQ | INVESCO EXCHANGE TRADED FD T | $9.2M | 1.19% | 122,400 | Added |
| 21 | XMHQ | INVESCO EXCHANGE TRADED FD T | $9.2M | 1.19% | 88,738 | Added |
| 22 | JPM | JPMORGAN CHASE & CO | $9.1M | 1.17% | 30,773 | Added |
| 23 | GOOGL | ALPHABET INC | $8.8M | 1.14% | 30,596 | Added |
| 24 | IGRO | ISHARES TR | $7.6M | 0.99% | 91,287 | Added |
| 25 | AVLV | AMERICAN CENTY ETF TR | $7.2M | 0.94% | 89,564 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31