account_balance
Investment manager · 13F filer · SEC CIK 1631773
Concorde Asset Management, LLC
Reported value$168Mas of Sep 30, 2026
Positions144 11 new, 19 sold out
Top 10 weight44.5%IVV alone is 11%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
10.6%Added +3%
SPMOInvesco Exch Traded Fd Tr II
5.7%Added +5%
QQQInvesco QQQ Tr
5.1%Added +2%
SPYSPDR S&P 500 ETF Trust
4.8%Added +17%
NVDANVIDIA Corp
3.9%
IVWiShares Tr
3.4%
TDIVFirst Tr Exchange Traded Fd
3.0%Trimmed −16%
IWXiShares Tr
2.7%New
DYNFBlackRock ETF Trust
2.7%
RDVYFirst Tr Exchange Traded Fd
2.6%Added +61%
QUALiShares Tr
2.5%
AAPLApple Inc.
2.4%
IVViShares Tr
10.6%Added +3%
SPMOInvesco Exch Traded Fd Tr II
5.7%+5%
QQQInvesco QQQ Tr
5.1%
SPYSPDR S&P 500 ETF Trust
4.8%
NVDANVIDIA Corp
3.9%
IVWiShares Tr
3.4%
TDIVFirst Tr Exchange Traded Fd
3.0%
IWXiShares Tr
2.7%
DYNF2.7%
RDVY2.6%
QUAL2.5%
AAPL2.4%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 10.6% Added +3%
SPMO Invesco Exch Traded Fd Tr II 5.7% Added +5%
QQQ Invesco QQQ Tr 5.1% Added +2%
SPY SPDR S&P 500 ETF Trust 4.8% Added +17%NVDA NVIDIA Corp 3.9% HeldIVW iShares Tr 3.4% Held
TDIV First Tr Exchange Traded Fd 3.0% Trimmed −16%
IWX iShares Tr 2.7% New
DYNF BlackRock ETF Trust 2.7% Held
RDVY First Tr Exchange Traded Fd 2.6% Added +61%
QUAL iShares Tr 2.5% Held
AAPL Apple Inc. 2.4% HeldWhat changed
Biggest moves since Jun 30, 2026
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