Concord Wealth Partners
All 13F Filings
- Location
- Abingdon, VA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 769,743
- Description
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- Website
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- Founded
- —
- Chairman
- —
- 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 |
|---|---|---|---|---|---|
| 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 | 725.2 K | 94.2% | 75.69 K | 0 | 75.69 K |
| ETFs | 44.23 K | 5.7% | 0 | 30.52 K | -30.52 K |
| Debt | 6 | 0.0% | 0 | 0 | 0 |
| Other | 253 | 0.0% | 0 | 3 | -3 |
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Fund Snapshot
Q4 2025
Latest filed
1/29/2026
Total value ($000)
769,743
Holdings
845
QoQ value change ($000)
45,164
(6.2%)
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.