Concord Wealth Partners - Q42025 Holdings

Concord Wealth Partners holds 845 stocks with a total portfolio value of $ 769.74M as of Q42025. In Q42025, Concord Wealth Partners added 74 new positions, increased stakes in 250 stocks, reduced 146 holdings, and fully exited 62 positions. The largest holding is Nvidia Corporation (NVDA), representing 4.87% of the total portfolio.