Concord Wealth Partners 13F Holdings
CIK 0001814214 · ABINGDON, VA
As of Sep 30, 2025, Concord Wealth Partners reported 833 positions worth $705.0M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| NVIDIA CORP | NVDA | Technology | 181,056 | $33.8M | 4.79% |
| STATE STREET(R) BLACKSTONE HIGH INCOME ETF | HYBL | — | 1,095,151 | $31.4M | 4.45% |
| ISHARES SHORT TREASURY BOND ETF | SHV | — | 281,625 | $31.1M | 4.41% |
| STATE STREET(R) SPDR(R) PORTFOLIO SHORT TERM CORPORATE BOND ETF | SPSB | — | 1,024,923 | $31.0M | 4.40% |
| SPDR(R) PORTFOLIO DEVELOPED WORLD EX-US ETF | SPDW | — | 698,573 | $29.9M | 4.24% |
| STATE STREET(R) SPDR(R) PORTFOLIO INTERMEDIATE TERM TREASURY ETF | SPTI | — | 1,031,379 | $29.8M | 4.23% |
| STATE STREET(R) SPDR(R) PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | SPIB | — | 876,567 | $29.7M | 4.21% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF | SPYG | — | 214,436 | $22.4M | 3.18% |
| MICROSOFT CORP | MSFT | Technology | 38,946 | $20.2M | 2.86% |
| AVANTIS EMERGING MARKETS EQUITY ETF | AVEM | Equity | 228,740 |