Concord Wealth Partners
•CIK: 1814214•Filing: Q4 2025
**Concord Wealth Partners** manages $770M across a diversified portfolio of 845 positions. The fund exhibits significant concentration in technology and specialized sectors, highlighted by top holdings including NVDA at $37.5M and SPDW at $32.9M. Further substantial allocations are directed toward HYBL ($32.4M), SHV ($32.1M), and SPSB ($32.1M). This structure suggests a tactical, high-conviction approach targeting growth within specific market segments.
Total AUM
$769.7M
+ $40 in options
QoQ Performance
+6.2%
Positions
609
+ 1 option
Top 10 Concentration
38.7%
Latest Filing
Q4 2025
Top Holdings Allocation
NVDA4.9%
SPDW4.3%
HYBL4.2%
SHV4.2%
SPSB4.2%
SPTI4.0%
SPIB4.0%
SPYG3.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other66.1%
Technology16.2%
Financial4.8%
Consumer3.7%
Healthcare3.0%
Industrial1.9%
Utilities1.4%
Energy1.1%
🚪 Exited Positionssold since Q3 2025
+629 more exited positions
Changes from Q3 2025
NEW1 new position
↑140 increased
↓48 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023