DOSSIER · 13F-HR · Q1 2026

Congress Park Capital LLC

Congress Park's family office based in San Francisco, CA $326M in tracked AUM across 131 positions as of Q1 2026.

CP
Congress Park·San Francisco, CA·Family Office
CIK 0001730945 · last filed Mar 31, 2026
Total AUM
$326M
13.2%
vs prior
Holdings
131
positions
Whale Score
53
53
tracked
Activity
no data
changes this Q
Top sector
Tech
45% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Congress Park Capital LLC 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
JFR
NUVEEN FLOATING RATE INCOME
$23M3.1M7.2%
02
IVV
ISHARES TR
$22M33K6.6%
03
GOOGL
ALPHABET INC
$14M49K4.3%
04
ICSH
ISHARES TR
$14M271K4.2%
05
NCV
VIRTUS CONVERTIBLE & INCOME
$12M802K3.7%
06
AMZN
AMAZON COM INC
$11M54K3.4%
07
QQQM
INVESCO EXCH TRADED FD TR II
$10M41K3.0%
08
XNEAX
NUVEEN AMT FREE QLTY MUN INC
$10M850K2.9%
09
AAPL
APPLE INC
$9M36K2.8%
10
MELI
MERCADOLIBRE INC
$9M5K2.7%

Filing history

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