Concord Wealth Partners
All 13F Filings
- Location
- Abingdon, VA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 873,166
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/27/2026 | 885 | 873,166 | 13F-HR | Concord Wealth Partners |
| 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 | 378.1 K | 43.3% | 20.38 K | 0 | 20.38 K |
| ETFs | 495 K | 56.7% | 82.25 K | 0 | 82.25 K |
| Debt | 6 | 0.0% | 6 | 0 | 6 |
| Other | 17 | 0.0% | 17 | 0 | 17 |
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Fund Snapshot
Q2 2026
Latest filed
7/27/2026
Total value ($000)
873,166
Holdings
885
QoQ value change ($000)
102,667
(13.3%)
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.