Concord Wealth Partners Q4 2025 Filing

Filed January 29, 2026

Portfolio Value

$769.7M

Holdings

845

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (845 positions)

StockValue
HCAHCA HEALTHCARE INC
$12K
IWOISHARES TR
$12K
ALSALLSTATE CORP
$12K
SYYSYSCO CORP
$12K
6RJ0ROCKET LAB CORP
$12K
LPGDORIAN LPG LTD
$12K
QQNITY ELECTRONICS INC
$12K
SFSTIFEL FINL CORP
$12K
GDGENERAL DYNAMICS CORP
$12K
GPCGENUINE PARTS CO
$12K
GOPTIDAL TRUST I
$12K
FDLOFIDELITY COVINGTON TRUST
$12K
OCOWENS CORNING NEW
$11K
DHRDANAHER CORPORATION
$11K
WWDWOODWARD INC
$11K
SHWSHERWIN WILLIAMS CO
$11K
JAAAJANUS DETROIT STR TR
$11K
DKNGDRAFTKINGS INC NEW
$11K
DDDUPONT DE NEMOURS INC
$11K
VSSVANGUARD INTL EQUITY INDEX F
$11K
DFLVDIMENSIONAL ETF TRUST
$10K
SKYYFIRST TR EXCHANGE TRADED FD
$10K
MINMFS INTER INCOME TR
$10K
MBBISHARES TR
$10K
RBARB GLOBAL INC
$10K
FMDEFIDELITY COVINGTON TRUST
$10K
SOLVSOLVENTUM CORP
$10K
PGFINVESCO EXCHANGE TRADED FD T
$10K
TIPISHARES TR
$10K
VGSHVANGUARD SCOTTSDALE FDS
$10K
EXASEXACT SCIENCES CORP
$10K
GEHCGE HEALTHCARE TECHNOLOGIES I
$10K
ZBHZIMMER BIOMET HOLDINGS INC
$10K
AQLTISHARES TR
$10K
ULUNILEVER PLC
$10K
IETCISHARES U S ETF TR
$10K
MDLNMEDLINE INC
$10K
FQIDIGITAL RLTY TR INC
$10K
NOCNORTHROP GRUMMAN CORP
$10K
TLRYTILRAY BRANDS INC
$10K
FDNFIRST TR EXCHANGE-TRADED FD
$9K
EIXEDISON INTL
$9K
NBISNEBIUS GROUP N.V.
$9K
DOCHEALTHPEAK PROPERTIES INC
$9K
FELCFIDELITY COVINGTON TRUST
$9K
SMLFISHARES TR
$9K
PMMPUTNAM MANAGED MUN INCOME TR
$9K
CRCLCIRCLE INTERNET GROUP INC
$9K
BLDRBUILDERS FIRSTSOURCE INC
$9K
IYKISHARES TR
$9K
ABNBAIRBNB INC
$9K
GTLSCHART INDS INC
$9K
XSOEWISDOMTREE TR
$9K
IYTISHARES TR
$9K
YETIYETI HLDGS INC
$8K
JMEEJ P MORGAN EXCHANGE TRADED F
$8K
BNBROOKFIELD CORP
$8K
ESEVERSOURCE ENERGY
$8K
LPLALPL FINL HLDGS INC
$8K
SPLVINVESCO EXCH TRADED FD TR II
$8K
ENQENTEGRIS INC
$8K
ADSKAUTODESK INC
$8K
SUSUNCOR ENERGY INC NEW
$8K
KMXCARMAX INC
$8K
PFFISHARES TR
$8K
EIS*ISHARES INC
$7K
NXPINXP SEMICONDUCTORS N V
$7K
FASTFASTENAL CO
$7K
DEODIAGEO PLC
$7K
XOEFISHARES TR
$7K
ADMARCHER DANIELS MIDLAND CO
$7K
QQQHNEOS ETF TRUST
$7K
MPMP MATERIALS CORP
$7K
TSCOTRACTOR SUPPLY CO
$7K
HEHAWAIIAN ELEC INDUSTRIES
$7K
SPEMSPDR INDEX SHS FDS
$7K
CTSHCOGNIZANT TECHNOLOGY SOLUTIO
$7K
ABGCENCORA INC
$7K
EQREQUITY RESIDENTIAL
$6K
ERIIENERGY RECOVERY INC
$6K
MASMASCO CORP
$6K
SNYSANOFI SA
$6K
BAXBAXTER INTL INC
$6K
CAVACAVA GROUP INC
$6K
HUBSHUBSPOT INC
$6K
ISCGISHARES TR
$6K
CSGPCOSTAR GROUP INC
$6K
IBBISHARES TR
$6K
SYMSYMBOTIC INC
$6K
IXUSISHARES TR
$6K
EWBCEAST WEST BANCORP INC
$6K
MPWRMONOLITHIC PWR SYS INC
$6K
SNPSSYNOPSYS INC
$6K
MDLZMONDELEZ INTL INC
$6K
PSPINVESCO EXCHANGE TRADED FD T
$6K
PLNTPLANET FITNESS INC
$6K
LITGLOBAL X FDS
$6K
DEDEERE & CO
$6K
ACHRARCHER AVIATION INC
$6K
COWGPACER FDS TR
$5K
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