Notify me when Concord Wealth Partners files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 844 | $769,743,416 | +$40,176,461 | -$6,079,933 | +$34,096,528 | NVDA, SPDW, HYBL, SHV, SPSB | 13F-HR | 29 Jan 2026, 13:41 |
| Q3 2025 | 833 | $724,578,808 | +$43,449,738 | -$41,284,690 | +$2,165,048 | NVDA, HYBL, SHV, SPSB, SPDW | 13F-HR | 05 Nov 2025, 12:38 |
| Q2 2025 | 861 | $685,930,319 | +$58,639,661 | -$24,520,551 | +$34,119,110 | NVDA, SPSB, HYBL, SHV, SPIB | 13F-HR | 25 Jul 2025, 16:13 |
| Q1 2025 | 813 | $608,957,320 | +$88,548,535 | -$78,673,752 | +$9,874,783 | SPSB, SPTI, SHV, SPIB, HYBL | 13F-HR | 02 May 2025, 14:30 |
| Q4 2024 | 921 | $610,578,058 | +$118,849,672 | -$100,712,885 | +$18,136,787 | SPTI, SPSB, SHV, NVDA, SPIB | 13F-HR | 23 Jan 2025, 19:01 |
| Q3 2024 | 955 | $599,390,927 | +$45,268,467 | -$29,184,953 | +$16,083,514 | SPSB, NVDA, FLTR, SHV, SRLN | 13F-HR | 24 Oct 2024, 14:54 |
| Q2 2024 | 836 | $567,182,622 | +$44,561,719 | -$22,232,386 | +$22,329,333 | SPSB, NVDA, FLTR, SHV, SRLN | 13F-HR | 31 Jul 2024, 13:45 |
| Q1 2024 | 850 | $555,742,781 | +$64,540,966 | -$42,014,791 | +$22,526,175 | SPSB, FLTR, SRLN, SHV, DGRO | 13F-HR | 30 Apr 2024, 14:09 |
| Q4 2023 | 803 | $499,462,442 | +$62,917,816 | -$68,672,700 | -$5,754,884 | SPSB, FLTR, DGRO, SRLN, SHV | Restatement | 30 Apr 2024, 14:26 |
| Q3 2023 | 1,030 | $470,683,171 | +$53,136,968 | -$34,899,322 | +$18,237,646 | SPSB, DGRO, FLTR, SRLN, SHV | Restatement | 30 Apr 2024, 14:23 |
| Q2 2023 | 1,037 | $464,312,291 | +$112,459,509 | -$13,936,559 | +$98,522,950 | SPSB, DGRO, SRLN, FLTR, SPYG | 13F-HR | 07 Aug 2023, 18:12 |
| Q1 2023 | 985 | $352,411,912 | +$44,955,113 | -$36,624,149 | +$8,330,964 | DGRO, SPSB, SRLN, SPYG, FLTR | 13F-HR | 26 Apr 2023, 14:07 |
| Q4 2022 | 1,250 | $332,527,835 | +$79,384,245 | -$82,348,881 | -$2,964,636 | DGRO, FLTR, SPYG, SRLN, SCHD | 13F-HR | 27 Jan 2023, 21:44 |
| Q3 2022 | 159 | $315,136,000 | +$17,752,338 | -$42,601,618 | -$24,849,280 | DGRO, SRLN, VGIT, SPDW, FLTR | 13F-HR | 10 Nov 2022, 16:03 |
| Q2 2022 | 1,219 | $364,098,000 | +$57,615,855 | -$28,274,880 | +$29,340,975 | DGRO, SRLN, VGIT, SPDW, SPMB | 13F-HR | 04 Aug 2022, 13:46 |
| Q1 2022 | 1,271 | $386,389,000 | +$58,307,293 | -$57,773,738 | +$533,555 | DGRO, VGIT, SRLN, SPDW, XT | 13F-HR | 19 Apr 2022, 18:15 |
| Q4 2021 | 1,292 | $408,592,000 | +$158,901,399 | -$3,276,377 | +$155,625,022 | VGIT, DGRO, SPDW, XT, VCIT | 13F-HR | 20 Jan 2022, 18:25 |
| Q3 2021 | 894 | $244,124,000 | +$3,052,779 | -$100,163,140 | -$97,110,361 | VGIT, DGRO, SPDW, XT, SPMB | 13F-HR | 08 Nov 2021, 18:13 |
| Q2 2021 | 1,034 | $348,762,000 | +$61,082,976 | -$20,114,818 | +$40,968,158 | VGIT, DGRO, SPDW, SPMB, VCIT | 13F-HR | 28 Jul 2021, 20:37 |
| Q1 2021 | 991 | $296,770,000 | +$210,279,014 | -$57,045,709 | +$153,233,305 | VGIT, DGRO, DON, SPDW, SPMB | 13F-HR | 12 May 2021, 21:24 |
| Q4 2020 | 680 | $129,584,000 | $0 | $0 | $0 | DON, MUB, AAPL, TFC, MSFT | 13F-HR | 16 Feb 2021, 17:08 |