Concord Asset Management, LLC/VA
All 13F Filings
- Location
- Abingdon, VA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 577,318
- Description
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- Website
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- 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 |
|---|---|---|---|---|---|
| Q4 2025 | 1/29/2026 | 120 | 577,318 | 13F-HR | Concord Asset Management, LLC/VA |
| Q3 2025 | 11/5/2025 | 121 | 550,527 | 13F-HR | Concord Asset Management, LLC/VA |
| Q2 2025 | 7/25/2025 | 201 | 664,789 | 13F-HR | Concord Asset Management, LLC/VA |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 550 K | 95.3% | 56.15 K | 0 | 56.15 K |
| ETFs | 27.32 K | 4.7% | 0 | 29.36 K | -29.36 K |
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Fund Snapshot
Q4 2025
Latest filed
1/29/2026
Total value ($000)
577,318
Holdings
120
QoQ value change ($000)
26,791
(4.9%)
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.