Universe · entity
Concord Wealth Partners
Institutional manager (13F) · CIK 1814214
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $573M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | SPDR INDEX SHS FDS | $35M | 763,350 |
| 2 | NVIDIA CORPORATION | $35M | 199,553 |
| 3 | SSGA ACTIVE TR | $34M | 1,214,293 |
| 4 | SPDR SERIES TRUST | $33M | 1,111,212 |
| 5 | SPDR SERIES TRUST | $33M | 1,136,477 |
| 6 | SPDR SERIES TRUST | $33M | 970,711 |
| 7 | VANGUARD SCOTTSDALE FDS | $32M | 541,322 |
| 8 | SPDR SERIES TRUST | $22M | 225,580 |
| 9 | AMERICAN CENTY ETF TR | $20M | 248,102 |
| 10 | APPLE INC | $17M | 68,551 |
| 11 | MICROSOFT CORP | $15M | 41,219 |
| 12 | WISDOMTREE TR | $12M | 237,162 |
| 13 | DIMENSIONAL ETF TRUST | $12M | 175,675 |
| 14 | DIMENSIONAL ETF TRUST | $12M | 284,426 |
| 15 | SPDR INDEX SHS FDS | $12M | 254,362 |
| 16 | DIMENSIONAL ETF TRUST | $12M | 240,977 |
| 17 | BROADCOM INC | $10M | 33,359 |
| 18 | AMERICAN CENTY ETF TR | $10M | 88,966 |
| 19 | AMAZON COM INC | $9M | 45,065 |
| 20 | INVESCO EXCHANGE TRADED FD T | $9M | 122,400 |
| 21 | INVESCO EXCHANGE TRADED FD T | $9M | 88,738 |
| 22 | JPMORGAN CHASE & CO | $9M | 30,773 |
| 23 | ALPHABET INC | $9M | 30,596 |
| 24 | ISHARES TR | $8M | 91,287 |
| 25 | VANGUARD WHITEHALL FDS | $7M | 81,887 |
| 26 | AMERICAN CENTY ETF TR | $7M | 89,564 |
| 27 | ISHARES TR | $7M | 100,594 |
| 28 | META PLATFORMS INC | $7M | 12,126 |
| 29 | CATERPILLAR INC | $7M | 9,764 |
| 30 | LOCKHEED MARTIN CORP | $6M | 9,946 |
| 31 | DIMENSIONAL ETF TRUST | $6M | 176,470 |
| 32 | EXXON MOBIL CORP | $6M | 34,872 |
| 33 | COCA COLA CO | $5M | 69,948 |
| 34 | JOHNSON & JOHNSON | $5M | 20,177 |
| 35 | APPLIED MATLS INC | $5M | 13,803 |
| 36 | GOLDMAN SACHS GROUP INC | $5M | 5,511 |
| 37 | CONOCOPHILLIPS | $5M | 35,271 |
| 38 | NEXTERA ENERGY INC | $5M | 49,261 |
| 39 | CHEVRON CORPORATION | $4M | 21,629 |
| 40 | SOUTHERN CO | $4M | 44,835 |
| 41 | UNION PAC CORP | $4M | 17,412 |
| 42 | SPDR SERIES TRUST | $4M | 45,846 |
| 43 | HOME DEPOT INC | $4M | 12,499 |
| 44 | AMGEN INC | $4M | 11,653 |
| 45 | PROSHARES TR | $4M | 38,497 |
| 46 | DIMENSIONAL ETF TRUST | $4M | 80,255 |
| 47 | MORGAN STANLEY | $4M | 23,693 |
| 48 | STEEL DYNAMICS INC | $4M | 20,685 |
| 49 | PROCTER & GAMBLE CO | $4M | 25,761 |
| 50 | EATON CORP PLC | $4M | 10,330 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.