§ 13F · FUND PROFILE
Concord Wealth Partners.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $685.9T (13F)Positions · 861Turnover · — · Q4Filed · Jan 29, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1.1T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 201K | $37.5T | 4.9% | +11% |
| 2 | SPDW | SPDR INDEX SHS FDS | 741K | $32.9T | 4.3% | +6% |
| 3 | HYBL | SSGA ACTIVE TR | 1.14M | $32.4T | 4.2% | +4% |
| 4 | SHV | ISHARES TR | 292K | $32.1T | 4.2% | +4% |
| 5 | SPSB | SPDR SERIES TRUST | 1.06M | $32.1T | 4.2% | +4% |
| 6 | SPTI | SPDR SERIES TRUST | 1.07M | $30.9T | 4.0% | +4% |
| 7 | SPIB | SPDR SERIES TRUST | 914K | $30.9T | 4.0% | +4% |
| 8 | SPYG | SPDR SERIES TRUST | 219K | $23.4T | 3.0% | +2% |
| 9 | MSFT | MICROSOFT CORP | 41K | $19.7T | 2.6% | +5% |
| 10 | AVEM | AMERICAN CENTY ETF TR | 243K | $18.7T | 2.4% | +6% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CONCORD SIGNAL
AC read
Concord Wealth Partners is a Other fund managing $685930.3 trillion in assets. The fund runs a broad portfolio of 861 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed