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

Concord Wealth Partners

$770M in tracked AUM across 207 positions as of Q1 2026.

CW
CIK 0001814214 · last filed Mar 31, 2026
Total AUM
$770M
as of Q1 2026
Holdings
207
—
positions
Whale Score
50
50
tracked
Activity
—
no data
changes this Q
AI Analysis · 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

2026Q1Mar 31
$770M▲ 0.1%
207 positionsView →2025Q4Dec 31
$770M▲ 6.2%
845 positionsView →2025Q3Sep 30
$725M▲ 5.6%
833 positionsView →2025Q2Jun 30
$686M▲ 12.6%
861 positionsLocked2025Q1Mar 31
$609M▼ 0.3%
815 positionsLocked2024Q4Dec 31
$611M▲ 1.9%
922 positionsLocked2024Q3Sep 30
$599M▲ 5.7%
958 positionsLocked2024Q2Jun 30
$567M▲ 2.1%
840 positionsLocked2024Q1Mar 31
$556M▲ 11.3%
852 positionsLocked2023Q4Dec 31
$499M▲ 6.1%
804 positionsLocked2023Q3Sep 30
$471M▲ 1.4%
1,036 positionsLocked2023Q2Jun 30
$464M▲ 31.8%
1,039 positionsLocked
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