13F Insight
DOSSIER · 13F-HR · Q1 2026

Concord Wealth Partners

Concord Wealth's asset manager based in London, UK — $770M in tracked AUM across 207 positions as of Q1 2026.

CW
Concord Wealth·London, UK·Asset Manager
CIK 0001814214 · last filed Mar 31, 2026
Total AUM
$770M
▼ 7.4%
vs prior
Holdings
207
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
Top sector
Tech
9% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Concord Wealth Partners filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SPDW
SPDR INDEX SHS FDS
$35M763K4.5%
02
NVDA
NVIDIA CORPORATION
$35M200K4.5%
03
HYBL
SSGA ACTIVE TR
$34M1.2M4.4%
04
SPSB
SPDR SERIES TRUST
$33M1.1M4.3%
05
SPTI
SPDR SERIES TRUST
$33M1.1M4.2%
06
SPIB
SPDR SERIES TRUST
$33M971K4.2%
07
VGSH
VANGUARD SCOTTSDALE FDS
$32M541K4.1%
08
SPYG
SPDR SERIES TRUST
$22M226K2.9%
09
AVEM
AMERICAN CENTY ETF TR
$20M248K2.6%
10
AAPL
APPLE INC
$17M69K2.3%

Filing history

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