account_balance
Investment manager · 13F filer · SEC CIK 1814214
Concord Wealth Partners
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Reported value$860Mas of Sep 30, 2026
Positions813 25 new, 96 sold out
Top 10 weight37.8%NVDA alone is 5%
FiledNov 233 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANVIDIA Corp
4.8%Trimmed −10%
SPDWSPDR Index SHS FDS
4.6%
SPSBSPDR Series Trust
4.0%Added +3%
HYBLSsga Active Tr
4.0%
VGSHVanguard Scottsdale FDS
4.0%Added +4%
SPIBSPDR Series Trust
3.9%Added +4%
SPTISPDR Series Trust
3.9%Added +4%
SPYGSPDR Series Trust
3.0%Trimmed −2%
AVEMAmerican Centy ETF Tr
2.8%
AAPLApple Inc.
2.7%
MSFTMicrosoft Corp
2.3%Added +3%
DONWisdomtree Tr
1.5%
NVDANVIDIA Corp
4.8%−10%
SPDWSPDR Index SHS FDS
4.6%
SPSBSPDR Series Trust
4.0%
HYBLSsga Active Tr
4.0%
VGSHVanguard Scottsdale FDS
4.0%Added +4%
SPIBSPDR Series Trust
3.9%Added +4%
SPTISPDR Series Trust
3.9%
SPYGSPDR Series Trust
3.0%
AVEMAmerican Centy ETF Tr
2.8%
AAPLApple Inc.
2.7%
MSFT2.3%DON1.5%
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
NVDA NVIDIA Corp 4.8% Trimmed −10%
SPDW SPDR Index SHS FDS 4.6% Held
SPSB SPDR Series Trust 4.0% Added +3%
HYBL Ssga Active Tr 4.0% Held
VGSH Vanguard Scottsdale FDS 4.0% Added +4%
SPIB SPDR Series Trust 3.9% Added +4%
SPTI SPDR Series Trust 3.9% Added +4%
SPYG SPDR Series Trust 3.0% Trimmed −2%
AVEM American Centy ETF Tr 2.8% Held
AAPL Apple Inc. 2.7% HeldMSFT Microsoft Corp 2.3% Added +3%DON Wisdomtree Tr 1.5% Held
What changed
Biggest moves since Jun 30, 2026
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