Sponsored

The Analysis of Concord Wealth Partners's Holdings & P&L

Currently, Concord Wealth Partners holds 207 types of securities in its portfolio with a total value $770.5M. In the most recent quarter, they have increased their positions in VGSH (+541.2K shares, valued at $31.7M), CVX (+13.6K shares, valued at $2.8M), HYBL (+73.7K shares, valued at $2.1M); decreased their positions in SHV (-282.4K shares, valued at $31.2M), N/A (-7.5K shares, valued at $3.6M), ADP (-8.2K shares, valued at $1.7M); initiated new positions in FVAL (+6.2K shares, valued at $432.1K), DFSU (+6.3K shares, valued at $260.2K), JBL (+855 shares, valued at $227.1K).

1M P&L

+11.3M+1.42%

3M P&L

+9.8M+1.23%

HY P&L

+54.2M+7.19%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A457.1M

62.6%

2Semiconductors36.5M

5.0%

3Software - Infrastructure18.1M

2.5%

Top Industries by Stock Count

1N/A99 stocks

51.3%

2Drug Manufacturers - General6 stocks

3.1%

3Utilities - Regulated Electric5 stocks

2.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPDW SPDR INDEX SHS FDS763.4K shares3.02%2026-03-312026-05-01

NVDA NVIDIA CORPORATION199.6K shares-0.82%2026-03-312026-05-01

HYBL SSGA ACTIVE TR1.2M shares6.47%2026-03-312026-05-01

SPSB SPDR SERIES TRUST1.1M shares4.60%2026-03-312026-05-01

SPTI SPDR SERIES TRUST1.1M shares5.94%2026-03-312026-05-01

SPIB SPDR SERIES TRUST970.7K shares6.24%2026-03-312026-05-01

VGSH VANGUARD SCOTTSDALE FDS541.3K shares316462.57%2026-03-312026-05-01

SPYG SPDR SERIES TRUST225.6K shares2.88%2026-03-312026-05-01

Sponsored

AVEM AMERICAN CENTY ETF TR248.1K shares2.26%2026-03-312026-05-01

AAPL APPLE INC68.6K shares4.98%2026-03-312026-05-01

MSFT MICROSOFT CORP41.2K shares1.26%2026-03-312026-05-01

DON WISDOMTREE TR237.2K shares3.56%2026-03-312026-05-01

DFUS DIMENSIONAL ETF TRUST175.7K shares-0.31%2026-03-312026-05-01

DFCF DIMENSIONAL ETF TRUST284.4K shares3.64%2026-03-312026-05-01

DWX SPDR INDEX SHS FDS254.4K shares3.24%2026-03-312026-05-01

DFSD DIMENSIONAL ETF TRUST241.0K shares3.42%2026-03-312026-05-01

Sponsored

BROADCOM INC BROADCOM INC33.4K shares4.95%2026-03-312026-05-01

AVUV AMERICAN CENTY ETF TR89.0K shares1.82%2026-03-312026-05-01

AMZN AMAZON COM INC45.1K shares1.85%2026-03-312026-05-01

SPHQ INVESCO EXCHANGE TRADED FD T122.4K shares2.27%2026-03-312026-05-01

XMHQ INVESCO EXCHANGE TRADED FD T88.7K shares4.50%2026-03-312026-05-01

JPM JPMORGAN CHASE & CO30.8K shares2.47%2026-03-312026-05-01

ALPHABET INC ALPHABET INC30.6K shares3.63%2026-03-312026-05-01

IGRO ISHARES TR91.3K shares10.68%2026-03-312026-05-01

Sponsored

VIGI VANGUARD WHITEHALL FDS81.9K shares11.53%2026-03-312026-05-01

AVLV AMERICAN CENTY ETF TR89.6K shares-2.78%2026-03-312026-05-01

DGRO ISHARES TR100.6K shares-4.49%2026-03-312026-05-01

META META PLATFORMS INC12.1K shares-3.46%2026-03-312026-05-01

CAT CATERPILLAR INC9.8K shares7.39%2026-03-312026-05-01

LMT LOCKHEED MARTIN CORP9.9K shares7.93%2026-03-312026-05-01

DFAX DIMENSIONAL ETF TRUST176.5K shares3.33%2026-03-312026-05-01

XOM EXXON MOBIL CORP34.9K shares-8.27%2026-03-312026-05-01

Sponsored

KO COCA COLA CO69.9K shares1.02%2026-03-312026-05-01

JNJ JOHNSON & JOHNSON20.2K shares1.44%2026-03-312026-05-01

AMAT APPLIED MATLS INC13.8K shares3.11%2026-03-312026-05-01

GS GOLDMAN SACHS GROUP INC5.5K shares-6.61%2026-03-312026-05-01

COP CONOCOPHILLIPS35.3K shares7.68%2026-03-312026-05-01

NEE NEXTERA ENERGY INC49.3K shares2.56%2026-03-312026-05-01

CVX CHEVRON CORPORATION21.6K shares169.29%2026-03-312026-05-01

SO SOUTHERN CO44.8K shares9.95%2026-03-312026-05-01

Sponsored

UNP UNION PAC CORP17.4K shares18.78%2026-03-312026-05-01

BIL SPDR SERIES TRUST45.8K shares1.84%2026-03-312026-05-01

HD HOME DEPOT INC12.5K shares5.01%2026-03-312026-05-01

AMGN AMGEN INC11.7K shares18.49%2026-03-312026-05-01

NOBL PROSHARES TR38.5K shares-0.86%2026-03-312026-05-01

DUSB DIMENSIONAL ETF TRUST80.3K shares0.40%2026-03-312026-05-01

MS MORGAN STANLEY23.7K shares-3.53%2026-03-312026-05-01

STLD STEEL DYNAMICS INC20.7K shares9.18%2026-03-312026-05-01

Sponsored

PG PROCTER & GAMBLE CO25.8K shares14.79%2026-03-312026-05-01

EATON CORP PLC EATON CORP PLC10.3K shares33.79%2026-03-312026-05-01

LAM RESEARCH CORP LAM RESEARCH CORP17.3K shares1.21%2026-03-312026-05-01

V VISA INC12.0K shares22.90%2026-03-312026-05-01

WMT WALMART INC29.3K shares0.25%2026-03-312026-05-01

DVYE ISHARES INC103.1K shares7.11%2026-03-312026-05-01

DFAC DIMENSIONAL ETF TRUST89.3K shares7.20%2026-03-312026-05-01

DVYA ISHARES INC71.2K shares6.58%2026-03-312026-05-01

Sponsored

TSLA TESLA INC8.9K shares4.03%2026-03-312026-05-01

TFC TRUIST FINL CORP69.8K shares-0.00%2026-03-312026-05-01

COST COSTCO WHOLESALE CORPORATION3.2K shares-3.71%2026-03-312026-05-01

IEI ISHARES TR26.8K shares41.85%2026-03-312026-05-01

MCK MCKESSON CORP3.7K shares-4.88%2026-03-312026-05-01

MA MASTERCARD INCORPORATED6.3K shares6.19%2026-03-312026-05-01

LLY ELI LILLY & CO3.4K shares-7.68%2026-03-312026-05-01

SGOV ISHARES TR30.2K shares22.61%2026-03-312026-05-01

Sponsored

GWW WW GRAINGER INC2.7K shares11.06%2026-03-312026-05-01

MCD MCDONALDS CORP9.5K shares29.93%2026-03-312026-05-01

CVS CVS HEALTH CORP40.9K shares7.55%2026-03-312026-05-01

SCHD SCHWAB STRATEGIC TR95.2K shares-11.32%2026-03-312026-05-01

ALPHABET INC ALPHABET INC9.9K shares-4.50%2026-03-312026-05-01

FNDE SCHWAB STRATEGIC TR73.4K shares0.97%2026-03-312026-05-01

DIS DISNEY WALT CO29.1K shares6.36%2026-03-312026-05-01

RTX RTX CORPORATION14.4K shares247.27%2026-03-312026-05-01

Sponsored

SMH VANECK ETF TRUST7.2K shares-6.57%2026-03-312026-05-01

JEPI J P MORGAN EXCHANGE TRADED F48.3K shares97.15%2026-03-312026-05-01

CB CHUBB LTD SWITZ8.3K shares2.43%2026-03-312026-05-01

FEZ SPDR INDEX SHS FDS43.2K shares-0.24%2026-03-312026-05-01

DFAU DIMENSIONAL ETF TRUST59.0K shares-9.19%2026-03-312026-05-01

CRM SALESFORCE INC13.6K shares23.62%2026-03-312026-05-01

TJX TJX COS INC NEW15.4K shares3.23%2026-03-312026-05-01

FLXR TCW ETF TRUST62.5K shares44.46%2026-03-312026-05-01

Sponsored

DFAS DIMENSIONAL ETF TRUST34.2K shares8.49%2026-03-312026-05-01

TRV TRAVELERS COMPANIES INC8.1K shares3.89%2026-03-312026-05-01

XSHD INVESCO EXCH TRADED FD TR II178.7K shares21.39%2026-03-312026-05-01

HDV ISHARES TR16.8K shares7.96%2026-03-312026-05-01

DFAI DIMENSIONAL ETF TRUST58.5K shares19.91%2026-03-312026-05-01

INTU INTUIT5.2K shares40.88%2026-03-312026-05-01

VZ VERIZON COMMUNICATIONS INC44.3K shares8.26%2026-03-312026-05-01

DFNM DIMENSIONAL ETF TRUST44.2K shares6.06%2026-03-312026-05-01

Sponsored

KLAC KLA CORP1.4K shares-18.17%2026-03-312026-05-01

INVESCO QQQ TR INVESCO QQQ TR3.4K shares0.18%2026-03-312026-05-01

UNH UNITEDHEALTH GROUP INC7.1K shares32.36%2026-03-312026-05-01

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW14.4K shares14.68%2026-03-312026-05-01

CDNS CADENCE DESIGN SYSTEM INC6.7K shares15.91%2026-03-312026-05-01

IDV ISHARES TR43.6K shares4.93%2026-03-312026-05-01

SPYM SPDR SERIES TRUST24.2K shares6.59%2026-03-312026-05-01

SRLN SSGA ACTIVE ETF TR46.0K shares-24.27%2026-03-312026-05-01

Sponsored

IBM INTERNATIONAL BUSINESS MACHS7.5K shares4.30%2026-03-312026-05-01

VTI VANGUARD INDEX FDS5.4K shares-0.26%2026-03-312026-05-01

ABT ABBOTT LABORATORIES16.4K shares14.90%2026-03-312026-05-01

ABBV ABBVIE INC7.7K shares4.75%2026-03-312026-05-01

CSCO CISCO SYS INC21.5K shares11.60%2026-03-312026-05-01

VANGUARD INDEX FDS VANGUARD INDEX FDS2.8K shares0.40%2026-03-312026-05-01

BAC BANK AMERICA CORP34.0K shares5.42%2026-03-312026-05-01

CITIGROUP INC CITIGROUP INC14.5K shares14.14%2026-03-312026-05-01

Sponsored

NOW SERVICENOW INC15.1K shares59.41%2026-03-312026-05-01

CL COLGATE PALMOLIVE CO18.5K shares6.72%2026-03-312026-05-01

PANW PALO ALTO NETWORKS INC9.7K shares11.40%2026-03-312026-05-01

D DOMINION ENERGY INC24.3K shares12.28%2026-03-312026-05-01

AFL AFLAC INC12.8K shares11.79%2026-03-312026-05-01

CTRA COTERRA ENERGY INC39.5K shares11.89%2026-03-312026-05-01

WFC WELLS FARGO & CO16.9K shares5.71%2026-03-312026-05-01

ITW ILLINOIS TOOL WKS INC5.1K shares36.58%2026-03-312026-05-01

Sponsored

PFE PFIZER INC46.7K shares4.54%2026-03-312026-05-01

BMY BRISTOL-MYERS SQUIBB CO20.9K shares-1.75%2026-03-312026-05-01

CMCSA COMCAST CORP NEW44.0K shares-1.58%2026-03-312026-05-01

PEP PEPSICO INC8.1K shares2.06%2026-03-312026-05-01

ORCL ORACLE CORP8.5K shares-15.04%2026-03-312026-05-01

JEPQ J P MORGAN EXCHANGE TRADED F22.1K shares2.86%2026-03-312026-05-01

SPDG SPDR SERIES TRUST29.0K shares-3.05%2026-03-312026-05-01

VYM VANGUARD WHITEHALL FDS7.8K shares-1.94%2026-03-312026-05-01

Sponsored

TDV PROSHARES TR13.4K shares-1.43%2026-03-312026-05-01

SPY STATE STR SPDR S&P 500 ETF T1.7K shares3.16%2026-03-312026-05-01

BLACKROCK INC BLACKROCK INC1.1K shares16.29%2026-03-312026-05-01

LINDE PLC LINDE PLC2.2K shares111.78%2026-03-312026-05-01

MMC MARSH & MCLENNAN COS INC6.3K shares10.27%2026-03-312026-05-01

DRI DARDEN RESTAURANTS INC5.3K shares17.67%2026-03-312026-05-01

SHV ISHARES TR9.4K shares-96.77%2026-03-312026-05-01

VCIT VANGUARD SCOTTSDALE FDS12.3K shares-1.67%2026-03-312026-05-01

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.1K shares-78.43%2026-03-312026-05-01

IYW ISHARES TR5.3K shares0.00%2026-03-312026-05-01

FLTR VANECK ETF TRUST36.4K shares-3.07%2026-03-312026-05-01

DIA STATE STR SPDR DOW JONES IND1.9K shares-27.69%2026-03-312026-05-01

VGT VANGUARD WORLD FD1.2K shares4.81%2026-03-312026-05-01

QCOM QUALCOMM INC6.2K shares-1.38%2026-03-312026-05-01

IVV ISHARES TR1.1K shares144.90%2026-03-312026-05-01

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-03-312026-05-01

Sponsored

LOW LOWES COS INC2.8K shares-11.86%2026-03-312026-05-01

DFSB DIMENSIONAL ETF TRUST12.0K shares-11.42%2026-03-312026-05-01

MO ALTRIA GROUP INC9.4K shares0.49%2026-03-312026-05-01

PYLD PIMCO ETF TR23.4K shares-20.97%2026-03-312026-05-01

PNC PNC FINL SVCS GROUP INC2.9K shares0.00%2026-03-312026-05-01

MPC MARATHON PETE CORP2.4K shares0.00%2026-03-312026-05-01

JQUA J P MORGAN EXCHANGE TRADED F8.9K shares-50.32%2026-03-312026-05-01

RPV INVESCO EXCHANGE TRADED FD T5.0K shares-6.38%2026-03-312026-05-01

Sponsored

USMV ISHARES TR5.7K shares0.00%2026-03-312026-05-01

SPGI S&P GLOBAL INC1.2K shares6.04%2026-03-312026-05-01

VGIT VANGUARD SCOTTSDALE FDS7.8K shares-8.03%2026-03-312026-05-01

BKLN INVESCO EXCH TRADED FD TR II22.5K shares-8.15%2026-03-312026-05-01

SWKS SKYWORKS SOLUTIONS INC8.6K shares41.13%2026-03-312026-05-01

IWM ISHARES TR1.8K shares1.10%2026-03-312026-05-01

FVAL FIDELITY COVINGTON TRUST6.2K sharesnew addition2026-03-312026-05-01

GLW CORNING INC2.9K shares142.77%2026-03-312026-05-01

Sponsored

ISRG INTUITIVE SURGICAL INC827 shares-78.81%2026-03-312026-05-01

SPAB SPDR SERIES TRUST14.7K shares12.39%2026-03-312026-05-01

EFA ISHARES TR3.9K shares0.00%2026-03-312026-05-01

MAR MARRIOTT INTL INC NEW1.1K shares0.00%2026-03-312026-05-01

XEL XCEL ENERGY INC4.6K shares-1.32%2026-03-312026-05-01

DGCB DIMENSIONAL ETF TRUST6.3K shares0.00%2026-03-312026-05-01

DFAE DIMENSIONAL ETF TRUST9.9K shares9.64%2026-03-312026-05-01

QQQM INVESCO EXCH TRADED FD TR II1.4K shares-6.18%2026-03-312026-05-01

Sponsored

HON HONEYWELL INTL INC1.4K shares237.00%2026-03-312026-05-01

EMR EMERSON ELEC CO2.4K shares258.14%2026-03-312026-05-01

DFSV DIMENSIONAL ETF TRUST8.9K shares801.31%2026-03-312026-05-01

BTI BRITISH AMERN TOB PLC5.3K shares0.00%2026-03-312026-05-01

DFIV DIMENSIONAL ETF TRUST5.8K shares68.64%2026-03-312026-05-01

VTEB VANGUARD MUN BD FDS6.0K shares48.41%2026-03-312026-05-01

ADP AUTOMATIC DATA PROCESSING IN1.5K shares-84.87%2026-03-312026-05-01

HYT BLACKROCK CORPOR HI YLD FD I34.6K shares2.72%2026-03-312026-05-01

Sponsored

SYK STRYKER CORPORATION881 shares-20.92%2026-03-312026-05-01

CSX CSX CORP6.9K shares-0.01%2026-03-312026-05-01

IJR ISHARES TR2.3K shares-1.82%2026-03-312026-05-01

DFGP DIMENSIONAL ETF TRUST5.1K shares0.00%2026-03-312026-05-01

TMO THERMO FISHER SCIENTIFIC INC552 shares581.48%2026-03-312026-05-01

AEP AMERICAN ELEC PWR CO INC2.1K shares-0.05%2026-03-312026-05-01

APD AIR PRODUCTS AND CHEMICALS I922 shares0.11%2026-03-312026-05-01

DELL DELL TECHNOLOGIES INC1.6K shares-40.84%2026-03-312026-05-01

Sponsored

DSI ISHARES TR2.2K shares-1.44%2026-03-312026-05-01

TXN TEXAS INSTRS INC1.4K shares114.13%2026-03-312026-05-01

GRAYSCALE BITCOIN MINI TR ET GRAYSCALE BITCOIN MINI TR ET8.8K shares0.00%2026-03-312026-05-01

DFSU DIMENSIONAL ETF TRUST6.3K sharesnew addition2026-03-312026-05-01

IGSB ISHARES TR4.8K shares-3.46%2026-03-312026-05-01

GLD SPDR GOLD TR567 shares-3.90%2026-03-312026-05-01

XLK SELECT SECTOR SPDR TR1.8K shares181.21%2026-03-312026-05-01

FTEC FIDELITY COVINGTON TRUST1.2K shares0.17%2026-03-312026-05-01

Sponsored

VYMI VANGUARD WHITEHALL FDS2.5K shares0.00%2026-03-312026-05-01

GEV GE VERNOVA INC269 shares0.00%2026-03-312026-05-01

CGW INVESCO EXCH TRADED FD TR II3.6K shares-12.44%2026-03-312026-05-01

VSDB VANGUARD MALVERN FDS3.0K shares0.50%2026-03-312026-05-01

VIG VANGUARD SPECIALIZED FUNDS1.1K shares-18.45%2026-03-312026-05-01

SLYV SPDR SERIES TRUST2.4K shares-15.00%2026-03-312026-05-01

BIV VANGUARD BD INDEX FDS3.0K shares0.00%2026-03-312026-05-01

JBL JABIL INC855 sharesnew addition2026-03-312026-05-01

Sponsored

DE DEERE & CO401 shares2984.62%2026-03-312026-05-01

EEM ISHARES TR4.0K shares-0.25%2026-03-312026-05-01

SCHI SCHWAB STRATEGIC TR9.9K shares0.00%2026-03-312026-05-01

DFIC DIMENSIONAL ETF TRUST6.2K shares0.13%2026-03-312026-05-01

TSM TAIWAN SEMICONDUCTOR MANUFAC651 shares-1.36%2026-03-312026-05-01

GE AEROSPACE GE AEROSPACE763 shares0.13%2026-03-312026-05-01

VOOG VANGUARD ADMIRAL FDS INC522 shares0.00%2026-03-312026-05-01

JPC NUVEEN PFD & INCOME OPPORTUN28.1K shares1.53%2026-03-312026-05-01

Sponsored

MTZ MASTEC INC656 shares0.00%2026-03-312026-05-01

SLV ISHARES SILVER TR3.1K shares0.16%2026-03-312026-05-01

PH PARKER-HANNIFIN CORP229 sharesnew addition2026-03-312026-05-01

DVY ISHARES TR1.4K shares0.82%2026-03-312026-05-01

SPYV SPDR SERIES TRUST3.5K shares-1.80%2026-03-312026-05-01

PDI PIMCO DYNAMIC INCOME FD11.4K shares3.90%2026-03-312026-05-01

CLF CLEVELAND-CLIFFS INC NEW10.1K shares0.00%2026-03-312026-05-01

SPDW

SPDR INDEX SHS FDS

3.02%

Shares763.4K

Event2026-03-31

Filed2026-05-01

NVDA

NVIDIA CORPORATION

-0.82%

Shares199.6K

Event2026-03-31

Filed2026-05-01

HYBL

SSGA ACTIVE TR

6.47%

Shares1.2M

Event2026-03-31

Filed2026-05-01

SPSB

SPDR SERIES TRUST

4.60%

Shares1.1M

Event2026-03-31

Filed2026-05-01

SPTI

SPDR SERIES TRUST

5.94%

Shares1.1M

Event2026-03-31

Filed2026-05-01

SPIB

SPDR SERIES TRUST

6.24%

Shares970.7K

Event2026-03-31

Filed2026-05-01

VGSH

VANGUARD SCOTTSDALE FDS

316462.57%

Shares541.3K

Event2026-03-31

Filed2026-05-01

SPYG

SPDR SERIES TRUST

2.88%

Shares225.6K

Event2026-03-31

Filed2026-05-01

AVEM

AMERICAN CENTY ETF TR

2.26%

Shares248.1K

Event2026-03-31

Filed2026-05-01

AAPL

APPLE INC

4.98%

Shares68.6K

Event2026-03-31

Filed2026-05-01

MSFT

MICROSOFT CORP

1.26%

Shares41.2K

Event2026-03-31

Filed2026-05-01

DON

WISDOMTREE TR

3.56%

Shares237.2K

Event2026-03-31

Filed2026-05-01

DFUS

DIMENSIONAL ETF TRUST

-0.31%

Shares175.7K

Event2026-03-31

Filed2026-05-01

DFCF

DIMENSIONAL ETF TRUST

3.64%

Shares284.4K

Event2026-03-31

Filed2026-05-01

DWX

SPDR INDEX SHS FDS

3.24%

Shares254.4K

Event2026-03-31

Filed2026-05-01

DFSD

DIMENSIONAL ETF TRUST

3.42%

Shares241.0K

Event2026-03-31

Filed2026-05-01

BROADCOM INC

4.95%

Shares33.4K

Event2026-03-31

Filed2026-05-01

AVUV

AMERICAN CENTY ETF TR

1.82%

Shares89.0K

Event2026-03-31

Filed2026-05-01

AMZN

AMAZON COM INC

1.85%

Shares45.1K

Event2026-03-31

Filed2026-05-01

SPHQ

INVESCO EXCHANGE TRADED FD T

2.27%

Shares122.4K

Event2026-03-31

Filed2026-05-01

XMHQ

INVESCO EXCHANGE TRADED FD T

4.50%

Shares88.7K

Event2026-03-31

Filed2026-05-01

JPM

JPMORGAN CHASE & CO

2.47%

Shares30.8K

Event2026-03-31

Filed2026-05-01

ALPHABET INC

3.63%

Shares30.6K

Event2026-03-31

Filed2026-05-01

IGRO

ISHARES TR

10.68%

Shares91.3K

Event2026-03-31

Filed2026-05-01

VIGI

VANGUARD WHITEHALL FDS

11.53%

Shares81.9K

Event2026-03-31

Filed2026-05-01

AVLV

AMERICAN CENTY ETF TR

-2.78%

Shares89.6K

Event2026-03-31

Filed2026-05-01

DGRO

ISHARES TR

-4.49%

Shares100.6K

Event2026-03-31

Filed2026-05-01