Concord Wealth Partners Q4 2025 Filing
Filed January 29, 2026
Portfolio Value
$769.7B
Holdings
845
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (845 positions)
| Stock | Value |
|---|---|
WPMWHEATON PRECIOUS METALS CORP | $64.0M |
IGMISHARES TR | $63.0M |
MLMMARTIN MARIETTA MATLS INC | $62.0M |
AZNASTRAZENECA PLC | $61.0M |
FFORD MTR CO | $61.0M |
COINCOINBASE GLOBAL INC | $60.0M |
KNFKNIFE RIVER CORP | $59.0M |
PSLV/USPROTT ASSET MANAGEMENT LP | $59.0M |
KMIKINDER MORGAN INC DEL | $59.0M |
VLOVALERO ENERGY CORP | $59.0M |
IVWISHARES TR | $57.0M |
LVHILEGG MASON ETF INVT | $56.0M |
QUALISHARES TR | $55.0M |
VTVVANGUARD INDEX FDS | $55.0M |
PCYINVESCO EXCH TRADED FD TR II | $54.0M |
BURLBURLINGTON STORES INC | $54.0M |
XLESELECT SECTOR SPDR TR | $53.0M |
ITA*ISHARES TR | $53.0M |
VOVANGUARD INDEX FDS | $53.0M |
BBARRICK MNG CORP | $53.0M |
PHYS/USPROTT ASSET MANAGEMENT LP | $52.0M |
IUSVISHARES TR | $51.0M |
FMATFIDELITY COVINGTON TRUST | $51.0M |
MDYGSPDR SERIES TRUST | $50.0M |
BIPBROOKFIELD INFRAST PARTNERS | $50.0M |
FTMAPUTNAM ETF TRUST | $50.0M |
DTMDT MIDSTREAM INC | $49.0M |
VUGVANGUARD INDEX FDS | $49.0M |
NSCNORFOLK SOUTHN CORP | $48.0M |
QTUMETF SER SOLUTIONS | $48.0M |
XRPBITWISE XRP ETF | $48.0M |
SHOPSHOPIFY INC | $48.0M |
YUMCYUM CHINA HLDGS INC | $47.0M |
TMOTHERMO FISHER SCIENTIFIC INC | $46.0M |
MSEXMIDDLESEX WTR CO | $46.0M |
IVEISHARES TR | $46.0M |
MDTMEDTRONIC PLC | $45.0M |
SCHXSCHWAB STRATEGIC TR | $45.0M |
SPTMSPDR SERIES TRUST | $45.0M |
KEYKEYCORP | $45.0M |
NEMNEWMONT CORP | $45.0M |
IWPISHARES TR | $45.0M |
DFAWDIMENSIONAL ETF TRUST | $45.0M |
PPLPPL CORP | $44.0M |
XLGINVESCO EXCHANGE TRADED FD T | $44.0M |
EBAEBAY INC. | $43.0M |
TMTOYOTA MOTOR CORP | $43.0M |
APOAPOLLO GLOBAL MGMT INC | $43.0M |
SBUXSTARBUCKS CORP | $42.0M |
AEMAGNICO EAGLE MINES LTD | $42.0M |
VEEVVEEVA SYS INC | $42.0M |
HOODROBINHOOD MKTS INC | $41.0M |
WDCWESTERN DIGITAL CORP | $41.0M |
IXCISHARES TR | $40.0M |
ITOTISHARES TR | $39.0M |
TPRTAPESTRY INC | $39.0M |
4I1PHILIP MORRIS INTL INC | $39.0M |
IDUISHARES TR | $39.0M |
FCBCFIRST CMNTY BANKSHARES INC V | $38.0M |
AORISHARES TR | $38.0M |
LYGLLOYDS BANKING GROUP PLC | $38.0M |
VAWVANGUARD WORLD FD | $38.0M |
ENBENBRIDGE INC | $37.0M |
CHTRCHARTER COMMUNICATIONS INC N | $37.0M |
VDCVANGUARD WORLD FD | $37.0M |
CCLCARNIVAL CORP | $37.0M |
RACEFERRARI N V | $36.0M |
AGGISHARES TR | $36.0M |
COFCAPITAL ONE FINL CORP | $36.0M |
VMCVULCAN MATLS CO | $35.0M |
SMINISHARES TR | $35.0M |
RYROYAL BK CDA | $35.0M |
VXUSVANGUARD STAR FDS | $35.0M |
IYZISHARES TR | $34.0M |
ETRENTERGY CORP NEW | $34.0M |
SHELSHELL PLC | $34.0M |
XLFSELECT SECTOR SPDR TR | $33.0M |
SHYISHARES TR | $33.0M |
ESGUISHARES TR | $33.0M |
FLEXFLEX LTD | $33.0M |
DFSVDIMENSIONAL ETF TRUST | $32.0M |
RCLROYAL CARIBBEAN GROUP | $32.0M |
IYJISHARES TR | $32.0M |
RZVINVESCO EXCHANGE TRADED FD T | $32.0M |
MSIMOTOROLA SOLUTIONS INC | $32.0M |
NUMVNUSHARES ETF TR | $31.0M |
WMBWILLIAMS COS INC | $30.0M |
SMCISUPER MICRO COMPUTER INC | $30.0M |
VBVANGUARD INDEX FDS | $30.0M |
AIZASSURANT INC | $30.0M |
HLTHILTON WORLDWIDE HLDGS INC | $30.0M |
SILGLOBAL X FDS | $29.0M |
IWFISHARES TR | $29.0M |
FITBFIFTH THIRD BANCORP | $29.0M |
IMFLINVESCO EXCH TRD SLF IDX FD | $29.0M |
IWRISHARES TR | $29.0M |
MDYSPDR S&P MIDCAP 400 ETF TR | $28.0M |
VRSNVERISIGN INC | $28.0M |
CRWDCROWDSTRIKE HLDGS INC | $28.0M |
PG4PRINCIPAL FINANCIAL GROUP IN | $27.0M |