Concord Wealth Partners
All 13F Filings
- Location
- Abingdon, VA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 770,499
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/1/2026 | 207 | 770,499 | 13F-HR | Concord Wealth Partners |
| Q4 2025 | 1/29/2026 | 845 | 769,743 | 13F-HR | Concord Wealth Partners |
| Q3 2025 | 11/5/2025 | 833 | 724,579 | 13F-HR | Concord Wealth Partners |
| Q2 2025 | 7/25/2025 | 861 | 685,930 | 13F-HR | Concord Wealth Partners |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 357.7 K | 46.4% | 0 | 367.5 K | -367.5 K |
| ETFs | 412.8 K | 53.6% | 368.5 K | 0 | 368.5 K |
| Debt | 0 | 0.0% | 0 | 6 | -6 |
| Other | 0 | 0.0% | 0 | 253 | -253 |
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Fund Snapshot
Q1 2026
Latest filed
5/1/2026
Total value ($000)
770,499
Holdings
207
QoQ value change ($000)
756
(0.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.