Concord Wealth Partners

13F filer · CIK 0001814214

Reported Jul 27, 2026

Net buyer this quarter

13F portfolio value$873MU.S. long equity reported on 13F

Positions580458 new · 1 closed

Net flow last quarter+$11.8MBuys minus sells

Top 10 positions weight16.7%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 27, 2026580 positions
NVDANvidia Corp	$40.1M	4.59%	0.00%	+0.3%	Q4 2020
AAPLApple Inc.	$20.2M	2.31%	0.00%	+1.7%	Q4 2020
MSFTMicrosoft Corp	$14.2M	1.63%	0.00%	-7.5%	Q4 2020
AVGOBroadcom Inc.	$12.8M	1.47%	0.00%	+1.9%	Q4 2020
GOOGLAlphabet Inc.	$11.6M	1.33%	0.00%	+6.3%	Q4 2020
AMZNAmazon Com Inc	$10.6M	1.21%	0.00%	-1.5%	Q4 2020
JPMJPMorgan Chase & Co	$10.1M	1.16%	0.00%	+0.7%	Q4 2020
CATCaterpillar Inc	$10M	1.15%	0.00%	-3.6%	Q4 2020
AMATApplied Materials Inc	$9.14M	1.05%	0.00%	-8.4%	Q4 2020
LRCXLam Research Corp	$6.94M	0.79%	0.00%	-7.3%	Q4 2020
METAMeta Platforms, Inc.	$6.81M	0.78%	Not reported	-0.4%	Q4 2020
DFAXGulf Resources, Inc.	$6.57M	0.75%	Not reported	+1.0%	Q4 2021
GSGoldman Sachs Group Inc	$5.72M	0.65%	0.00%	+2.6%	Q4 2020
NEENextera Energy Inc	$5.64M	0.65%	0.00%	+30.4%	Q4 2020
KOCoca Cola Co	$5.59M	0.64%	0.00%	-1.7%	Q4 2020
LMTLockheed Martin Corp	$5.09M	0.58%	0.00%	+0.5%	Q4 2020
JNJJohnson & Johnson	$5.02M	0.58%	0.00%	-2.0%	Q4 2020
MSMorgan Stanley	$5.01M	0.57%	0.00%	+1.2%	Q4 2020
XOMExxonMobil Holdings Corp	$4.89M	0.56%	0.00%	+2.6%	Q4 2020
CVSCVS HEALTH Corp	$4.77M	0.55%	0.00%	+12.6%	Q4 2020
STLDSteel Dynamics Inc	$4.74M	0.54%	0.01%	-0.1%	Q1 2021
ETNEaton Corp plc	$4.61M	0.53%	0.00%	+4.7%	Q4 2020
CSCOCisco Systems, Inc.	$4.48M	0.51%	0.00%	+77.3%	Q4 2020
LLYELI LILLY & Co	$4.41M	0.50%	0.00%	+9.2%	Q4 2020
NOBLNoble International, Ltd.	$4.19M	0.48%	Not reported	-3.2%	Q4 2020
UNPUnion Pacific Corp	$4.13M	0.47%	0.00%	-12.9%	Q4 2020
AMGNAmgen Inc	$4.04M	0.46%	0.00%	-4.4%	Q4 2020
VVisa Inc.	$3.99M	0.46%	0.00%	-3.5%	Q4 2020
TSLATesla, Inc.	$3.95M	0.45%	0.00%	+5.7%	Q4 2020
COPConocophillips	$3.94M	0.45%	0.00%	+7.5%	Q4 2020
PGPROCTER & GAMBLE Co	$3.82M	0.44%	0.00%	+1.2%	Q4 2020
KLACKla Corp	$3.77M	0.43%	0.00%	-9.3%	Q4 2020
GOOGAlphabet Inc.	$3.6M	0.41%	Not reported	+3.1%	Q4 2020
GWWW.W. Grainger, Inc.	$3.5M	0.40%	0.01%	-5.5%	Q4 2021
TFCTruist Financial Corp	$3.47M	0.40%	0.01%	-0.3%	Q4 2020
UNHUnitedhealth Group Inc	$3.45M	0.40%	0.00%	+17.2%	Q4 2020
HDHome Depot, Inc.	$3.4M	0.39%	0.00%	-22.9%	Q4 2020
MUMicron Technology Inc	$3.39M	0.39%	0.00%	Not reported	Q4 2020
SMHMarket Vectors ETF Trust	$3.32M	0.38%	Not reported	-30.1%	Q4 2022
CVXChevron Corp	$3.28M	0.38%	0.00%	-8.6%	Q4 2020
WMTWalmart Inc.	$3.15M	0.36%	0.00%	-5.0%	Q4 2020
DISWalt Disney Co	$3.12M	0.36%	0.00%	+11.3%	Q4 2020
MAMastercard Inc	$3.11M	0.36%	0.00%	-3.3%	Q4 2020
MRVLMarvell Technology, Inc.	$3.04M	0.35%	0.00%	Not reported	Q4 2020
MCDMcdonalds Corp	$2.99M	0.34%	0.00%	+16.8%	Q4 2020
CBChubb Ltd	$2.94M	0.34%	0.00%	+3.5%	Q4 2020
AMDAdvanced Micro Devices Inc	$2.79M	0.32%	0.00%	Not reported	Q4 2020
TRVTravelers Companies, Inc.	$2.74M	0.31%	0.00%	+3.0%	Q4 2020
CDNSCadence Design Systems Inc	$2.57M	0.29%	0.00%	+2.4%	Q4 2020
COSTCostco Wholesale Corp	$2.57M	0.29%	0.00%	-14.1%	Q4 2020

Q1 2026Reported May 1, 2026122 positions
NVDANvidia Corp	$34.8M	4.52%	0.00%	-0.8%	Q4 2020
AAPLApple Inc.	$17.4M	2.26%	0.00%	+5.0%	Q4 2020
MSFTMicrosoft Corp	$15.3M	1.98%	0.00%	+1.3%	Q4 2020
AVGOBroadcom Inc.	$10.3M	1.34%	0.00%	+5.0%	Q4 2020
AMZNAmazon Com Inc	$9.39M	1.22%	0.00%	+1.9%	Q4 2020
JPMJPMorgan Chase & Co	$9.05M	1.17%	0.00%	+2.5%	Q4 2020
GOOGLAlphabet Inc.	$8.8M	1.14%	0.00%	+3.6%	Q4 2020
METAMeta Platforms, Inc.	$6.94M	0.90%	Not reported	-3.5%	Q4 2020
CATCaterpillar Inc	$6.92M	0.90%	0.00%	+7.4%	Q4 2020
LMTLockheed Martin Corp	$6.01M	0.78%	0.00%	+7.9%	Q4 2020
DFAXGulf Resources, Inc.	$5.99M	0.78%	Not reported	+3.3%	Q4 2021
XOMExxonMobil Holdings Corp	$5.92M	0.77%	0.00%	-8.3%	Q4 2020
KOCoca Cola Co	$5.32M	0.69%	0.00%	+1.0%	Q4 2020
JNJJohnson & Johnson	$4.93M	0.64%	0.00%	+1.4%	Q4 2020
AMATApplied Materials Inc	$4.72M	0.61%	0.00%	+3.1%	Q4 2020
GSGoldman Sachs Group Inc	$4.66M	0.61%	0.00%	-6.6%	Q4 2020
COPConocophillips	$4.66M	0.60%	0.00%	+7.7%	Q4 2020
NEENextera Energy Inc	$4.58M	0.59%	0.00%	+2.6%	Q4 2020
CVXChevron Corp	$4.47M	0.58%	0.00%	+169.3%	Q4 2020
SOSouthern Co	$4.33M	0.56%	0.00%	+10.0%	Q4 2020
UNPUnion Pacific Corp	$4.22M	0.55%	0.00%	+18.8%	Q4 2020
HDHome Depot, Inc.	$4.11M	0.53%	0.00%	+5.0%	Q4 2020
AMGNAmgen Inc	$4.1M	0.53%	0.00%	+18.5%	Q4 2020
NOBLNoble International, Ltd.	$4.08M	0.53%	Not reported	-0.9%	Q4 2020
MSMorgan Stanley	$3.9M	0.51%	0.00%	-3.5%	Q4 2020
STLDSteel Dynamics Inc	$3.72M	0.48%	0.01%	+9.2%	Q1 2021
PGPROCTER & GAMBLE Co	$3.72M	0.48%	0.00%	+14.8%	Q4 2020
ETNEaton Corp plc	$3.69M	0.48%	0.00%	+33.8%	Q4 2020
LRCXLam Research Corp	$3.69M	0.48%	0.00%	+1.2%	Q4 2020
VVisa Inc.	$3.64M	0.47%	0.00%	+22.9%	Q4 2020
WMTWalmart Inc.	$3.64M	0.47%	0.00%	+0.3%	Q4 2020
TSLATesla, Inc.	$3.3M	0.43%	0.00%	+4.0%	Q4 2020
TFCTruist Financial Corp	$3.21M	0.42%	0.01%	0.0%	Q4 2020
COSTCostco Wholesale Corp	$3.18M	0.41%	0.00%	-3.7%	Q4 2020
MCKMckesson Corp	$3.17M	0.41%	0.00%	-4.9%	Q4 2020
MAMastercard Inc	$3.13M	0.41%	0.00%	+6.2%	Q4 2020
LLYELI LILLY & Co	$3.1M	0.40%	0.00%	-7.7%	Q4 2020
GWWW.W. Grainger, Inc.	$2.97M	0.39%	0.01%	+11.1%	Q4 2021
MCDMcdonalds Corp	$2.94M	0.38%	0.00%	+29.9%	Q4 2020
CVSCVS HEALTH Corp	$2.94M	0.38%	0.00%	+7.6%	Q4 2020
GOOGAlphabet Inc.	$2.84M	0.37%	Not reported	-4.5%	Q4 2020
DISWalt Disney Co	$2.8M	0.36%	0.00%	+6.4%	Q4 2020
RTXRTX Corp	$2.78M	0.36%	0.00%	+247.3%	Q4 2020
SMHMarket Vectors ETF Trust	$2.78M	0.36%	Not reported	-6.6%	Q4 2022
CBChubb Ltd	$2.72M	0.35%	0.00%	+2.4%	Q4 2020
CRMSalesforce, Inc.	$2.53M	0.33%	0.00%	+23.6%	Q4 2020
TJXTJX Companies Inc	$2.46M	0.32%	0.00%	+3.2%	Q4 2020
FLXRVW Win Century Inc.	$2.46M	0.32%	0.04%	+44.5%	Q1 2025
TRVTravelers Companies, Inc.	$2.35M	0.31%	0.00%	+3.9%	Q4 2020
INTUIntuit Inc.	$2.26M	0.29%	0.00%	+40.9%	Q4 2020

Q4 2025Reported Jan 29, 2026570 positions
NVDANvidia Corp	$37.5M	4.87%	0.00%	+11.1%	Q4 2020
MSFTMicrosoft Corp	$19.7M	2.56%	0.00%	+4.5%	Q4 2020
AAPLApple Inc.	$17.8M	2.31%	0.00%	+1.0%	Q4 2020
AVGOBroadcom Inc.	$11M	1.43%	0.00%	+3.4%	Q4 2020
AMZNAmazon Com Inc	$10.2M	1.33%	0.00%	+5.5%	Q4 2020
JPMJPMorgan Chase & Co	$9.68M	1.26%	0.00%	+2.9%	Q4 2020
GOOGLAlphabet Inc.	$9.24M	1.20%	0.00%	+2.1%	Q4 2020
METAMeta Platforms, Inc.	$8.29M	1.08%	Not reported	+9.7%	Q4 2020
DFAXGulf Resources, Inc.	$5.59M	0.73%	Not reported	+14.2%	Q4 2021
CATCaterpillar Inc	$5.21M	0.68%	0.00%	-1.0%	Q4 2020
GSGoldman Sachs Group Inc	$5.19M	0.67%	0.00%	+4.6%	Q4 2020
KOCoca Cola Co	$4.84M	0.63%	0.00%	+3.9%	Q4 2020
BRK.BBerkshire Hathaway Inc	$4.84M	0.63%	Not reported	+3.6%	Q4 2020
XOMExxonMobil Holdings Corp	$4.57M	0.59%	0.00%	+1.6%	Q4 2020
LMTLockheed Martin Corp	$4.46M	0.58%	0.00%	+4.9%	Q4 2020
MSMorgan Stanley	$4.36M	0.57%	0.00%	+3.6%	Q4 2020
JNJJohnson & Johnson	$4.12M	0.53%	0.00%	+1.0%	Q4 2020
HDHome Depot, Inc.	$4.1M	0.53%	0.00%	+10.1%	Q4 2020
NOBLNoble International, Ltd.	$4.04M	0.52%	Not reported	+1.0%	Q4 2020
LLYELI LILLY & Co	$3.92M	0.51%	0.00%	+3.4%	Q4 2020
NEENextera Energy Inc	$3.86M	0.50%	0.00%	+0.8%	Q4 2020
TSLATesla, Inc.	$3.84M	0.50%	0.00%	+23.4%	Q4 2020
SOSouthern Co	$3.56M	0.46%	0.00%	+8.6%	Q4 2020
AMATApplied Materials Inc	$3.44M	0.45%	0.00%	+0.5%	Q4 2020
VVisa Inc.	$3.44M	0.45%	0.00%	+5.3%	Q4 2020
TFCTruist Financial Corp	$3.44M	0.45%	0.01%	Not reported	Q4 2020
UNPUnion Pacific Corp	$3.39M	0.44%	0.00%	+4.0%	Q4 2020
MAMastercard Inc	$3.37M	0.44%	0.00%	+5.8%	Q4 2020
WMTWalmart Inc.	$3.25M	0.42%	0.00%	+4.4%	Q4 2020
GOOGAlphabet Inc.	$3.25M	0.42%	Not reported	+2.0%	Q4 2020
AMGNAmgen Inc	$3.22M	0.42%	0.00%	+1.4%	Q4 2020
PGPROCTER & GAMBLE Co	$3.22M	0.42%	0.00%	+2.9%	Q4 2020
STLDSteel Dynamics Inc	$3.21M	0.42%	0.01%	+2.5%	Q1 2021
MCKMckesson Corp	$3.16M	0.41%	0.00%	+3.0%	Q4 2020
DISWalt Disney Co	$3.11M	0.40%	0.00%	+6.9%	Q4 2020
COPConocophillips	$3.07M	0.40%	0.00%	+1.2%	Q4 2020
CVSCVS HEALTH Corp	$3.02M	0.39%	0.00%	+4.0%	Q4 2020
LRCXLam Research Corp	$2.92M	0.38%	0.00%	+0.1%	Q4 2020
CRMSalesforce, Inc.	$2.91M	0.38%	0.00%	+2.4%	Q4 2020
COSTCostco Wholesale Corp	$2.86M	0.37%	0.00%	+8.2%	Q4 2020
SMHMarket Vectors ETF Trust	$2.79M	0.36%	Not reported	-2.3%	Q4 2022
CBChubb Ltd	$2.54M	0.33%	0.00%	+3.8%	Q4 2020
GWWW.W. Grainger, Inc.	$2.47M	0.32%	0.01%	+5.7%	Q4 2021
ADPAutomatic Data Processing Inc	$2.47M	0.32%	0.00%	+5.4%	Q4 2020
ETNEaton Corp plc	$2.46M	0.32%	0.00%	+8.2%	Q4 2020
INTUIntuit Inc.	$2.46M	0.32%	0.00%	+5.9%	Q4 2020
TJXTJX Companies Inc	$2.29M	0.30%	0.00%	+4.1%	Q4 2020
TRVTravelers Companies, Inc.	$2.25M	0.29%	0.00%	+5.3%	Q4 2020
MCDMcdonalds Corp	$2.23M	0.29%	0.00%	+3.7%	Q4 2020
WSMWilliams Sonoma Inc	$2.22M	0.29%	0.01%	+6.3%	Q1 2022

Q3 2025Reported Nov 5, 2025575 positions
NVDANvidia Corp	$33.8M	4.66%	0.00%	-12.3%	Q4 2020
MSFTMicrosoft Corp	$20.2M	2.78%	0.00%	-0.1%	Q4 2020
AAPLApple Inc.	$16.5M	2.27%	0.00%	-6.0%	Q4 2020
AVGOBroadcom Inc.	$10.1M	1.40%	0.00%	-1.6%	Q4 2020
AMZNAmazon Com Inc	$9.21M	1.27%	0.00%	-4.9%	Q4 2020
JPMJPMorgan Chase & Co	$9.21M	1.27%	0.00%	+0.2%	Q4 2020
METAMeta Platforms, Inc.	$8.41M	1.16%	Not reported	+1.1%	Q4 2020
GOOGLAlphabet Inc.	$7.03M	0.97%	0.00%	-7.4%	Q4 2020
DFAXGulf Resources, Inc.	$4.69M	0.65%	Not reported	+5.7%	Q4 2021
BRK.BBerkshire Hathaway Inc	$4.67M	0.64%	Not reported	-1.1%	Q4 2020
GSGoldman Sachs Group Inc	$4.49M	0.62%	0.00%	+3.6%	Q4 2020
KOCoca Cola Co	$4.42M	0.61%	0.00%	+8.5%	Q4 2020
LMTLockheed Martin Corp	$4.38M	0.61%	0.00%	+4.9%	Q4 2020
CATCaterpillar Inc	$4.38M	0.60%	0.00%	-5.1%	Q4 2020
HDHome Depot, Inc.	$4.38M	0.60%	0.00%	+6.7%	Q4 2020
XOMExxonMobil Holdings Corp	$4.22M	0.58%	0.00%	+1.3%	Q4 2020
NOBLNoble International, Ltd.	$3.96M	0.55%	Not reported	+0.1%	Q4 2020
MSMorgan Stanley	$3.77M	0.52%	0.00%	+0.1%	Q4 2020
JNJJohnson & Johnson	$3.65M	0.50%	0.00%	-5.6%	Q4 2020
NEENextera Energy Inc	$3.6M	0.50%	0.00%	-14.7%	Q4 2020
SOSouthern Co	$3.56M	0.49%	0.00%	-15.6%	Q4 2020
PGPROCTER & GAMBLE Co	$3.35M	0.46%	0.00%	+0.7%	Q4 2020
UNPUnion Pacific Corp	$3.33M	0.46%	0.00%	+10.6%	Q4 2020
TFCTruist Financial Corp	$3.19M	0.44%	0.01%	Not reported	Q4 2020
VVisa Inc.	$3.18M	0.44%	0.00%	+0.1%	Q4 2020
MAMastercard Inc	$3.17M	0.44%	0.00%	-3.4%	Q4 2020
TSLATesla, Inc.	$3.08M	0.42%	0.00%	-17.5%	Q4 2020
COPConocophillips	$3.06M	0.42%	0.00%	+1.3%	Q4 2020
DISWalt Disney Co	$2.93M	0.40%	0.00%	+63.5%	Q4 2020
MCKMckesson Corp	$2.89M	0.40%	0.00%	+4.8%	Q4 2020
WMTWalmart Inc.	$2.88M	0.40%	0.00%	+0.3%	Q4 2020
COSTCostco Wholesale Corp	$2.84M	0.39%	0.00%	+9.9%	Q4 2020
CVSCVS HEALTH Corp	$2.76M	0.38%	0.00%	+7.3%	Q4 2020
AMGNAmgen Inc	$2.74M	0.38%	0.00%	+2.5%	Q4 2020
AMATApplied Materials Inc	$2.73M	0.38%	0.00%	+5.7%	Q4 2020
LLYELI LILLY & Co	$2.69M	0.37%	0.00%	-3.4%	Q4 2020
ADPAutomatic Data Processing Inc	$2.68M	0.37%	0.00%	+2.7%	Q4 2020
ETNEaton Corp plc	$2.67M	0.37%	0.00%	+0.8%	Q4 2020
SMHMarket Vectors ETF Trust	$2.59M	0.36%	Not reported	-2.5%	Q4 2022
STLDSteel Dynamics Inc	$2.58M	0.36%	0.01%	+3.1%	Q1 2021
CRMSalesforce, Inc.	$2.54M	0.35%	0.00%	+13.0%	Q4 2020
GOOGAlphabet Inc.	$2.47M	0.34%	Not reported	-4.4%	Q4 2020
INTUIntuit Inc.	$2.39M	0.33%	0.00%	+24.6%	Q4 2020
WSMWilliams Sonoma Inc	$2.28M	0.32%	0.01%	-11.4%	Q1 2022
LRCXLam Research Corp	$2.28M	0.32%	0.00%	-2.6%	Q4 2020
CBChubb Ltd	$2.21M	0.31%	0.00%	-1.4%	Q4 2020
GWWW.W. Grainger, Inc.	$2.21M	0.30%	0.00%	+12.0%	Q4 2021
ORCLOracle Corp	$2.2M	0.30%	0.00%	+227.1%	Q4 2020
MCDMcdonalds Corp	$2.13M	0.29%	0.00%	-3.9%	Q4 2020
TJXTJX Companies Inc	$2.07M	0.29%	0.00%	-1.5%	Q4 2020

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