§ 13F · FUND PROFILE
Concord Wealth Partners.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $725M (13F)Positions · 833Turnover · — · Q1Filed · May 1, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 1, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SPDW | SPDR INDEX SHS FDS | 763K | $35M | 4.5% | +3% |
| 2 | NVDA | NVIDIA CORPORATION | 200K | $35M | 4.5% | −1% |
| 3 | HYBL | SSGA ACTIVE TR | 1.21M | $34M | 4.4% | +6% |
| 4 | SPSB | SPDR SERIES TRUST | 1.11M | $33M | 4.3% | +5% |
| 5 | SPTI | SPDR SERIES TRUST | 1.14M | $33M | 4.2% | +6% |
| 6 | SPIB | SPDR SERIES TRUST | 971K | $33M | 4.2% | +6% |
| 7 | VGSH | VANGUARD SCOTTSDALE FDS | 541K | $32M | 4.1% | +316463% |
| 8 | SPYG | SPDR SERIES TRUST | 226K | $22M | 2.9% | +3% |
| 9 | AVEM | AMERICAN CENTY ETF TR | 248K | $20M | 2.6% | +2% |
| 10 | AAPL | APPLE INC | 69K | $17M | 2.3% | +5% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CONCORD SIGNAL
AC read
Concord Wealth Partners is a Other fund managing $725 million in assets. The fund runs a broad portfolio of 833 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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