§ 13F · FUND PROFILE
Concord Wealth Partners.
AUM · $873M (13F)Positions · 885Turnover · n/a · Q2Filed · Jul 27, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$39M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 200K | $40M | 4.6% | ±0% |
| 2 | SPDW | SPDR INDEX SHS FDS | 774K | $39M | 4.5% | +1% |
| 3 | HYBL | SSGA ACTIVE TR | 1.26M | $35M | 4.0% | +4% |
| 4 | SPSB | SPDR SERIES TRUST | 1.14M | $34M | 3.9% | +3% |
| 5 | SPTI | SPDR SERIES TRUST | 1.19M | $34M | 3.9% | +5% |
| 6 | SPIB | SPDR SERIES TRUST | 1.01M | $34M | 3.9% | +4% |
| 7 | VGSH | VANGUARD SCOTTSDALE FDS | 569K | $33M | 3.8% | +5% |
| 8 | SPYG | SPDR SERIES TRUST | 217K | $26M | 3.0% | −4% |
| 9 | AVEM | AMERICAN CENTY ETF TR | 248K | $24M | 2.7% | ±0% |
| 10 | AAPL | APPLE INC | 70K | $20M | 2.3% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CONCORD SIGNAL
AC read
Concord Wealth Partners is a Other fund managing $873 million in assets. The fund runs a broad portfolio of 885 positions.
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