account_balance
Investment manager · 13F filer · SEC CIK 2031885
Concord Asset Management, LLC
Reported value$652Mas of Sep 30, 2026
Positions123 0 new, 3 sold out
Top 10 weight45.5%SPDW alone is 6%
FiledNov 233 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPDWSPDR Index SHS FDS
5.9%Added +3%
HYBLSsga Active Tr
5.2%Added +3%
SPSBSPDR Series Trust
5.1%Added +3%
VGSHVanguard Scottsdale FDS
5.1%Added +4%
SPIBSPDR Series Trust
5.1%Added +5%
SPTISPDR Series Trust
5.1%Added +5%
SPYGSPDR Series Trust
3.8%
AVEMAmerican Centy ETF Tr
3.5%Added +3%
NVDANVIDIA Corp
3.5%Added +3%
AAPLApple Inc.
3.3%Added +4%
MSFTMicrosoft Corp
2.3%+7%
DWXSPDR Index SHS FDS
1.8%+4%
SPDWSPDR Index SHS FDS
5.9%+3%
HYBLSsga Active Tr
5.2%
SPSBSPDR Series Trust
5.1%
VGSHVanguard Scottsdale FDS
5.1%
SPIBSPDR Series Trust
5.1%
SPTISPDR Series Trust
5.1%+5%
SPYGSPDR Series Trust
3.8%
AVEMAmerican Centy ETF Tr
3.5%
NVDANVIDIA Corp
3.5%
AAPLApple Inc.
3.3%+4%
MSFTDWX
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
SPDW SPDR Index SHS FDS 5.9% Added +3%
HYBL Ssga Active Tr 5.2% Added +3%
SPSB SPDR Series Trust 5.1% Added +3%
VGSH Vanguard Scottsdale FDS 5.1% Added +4%
SPIB SPDR Series Trust 5.1% Added +5%
SPTI SPDR Series Trust 5.1% Added +5%
SPYG SPDR Series Trust 3.8% Held
AVEM American Centy ETF Tr 3.5% Added +3%
NVDA NVIDIA Corp 3.5% Added +3%AAPL Apple Inc. 3.3% Added +4%MSFT Microsoft Corp 2.3% Added +7%DWX SPDR Index SHS FDS 1.8% Added +4%
What changed
Biggest moves since Jun 30, 2026
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