13F Insight
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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

Top 10 holdings

By portfolio weight as of Q1 2026.

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Filing history

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