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Portfolio (Quarterly) Guide ↗

Concord Wealth Partners

· CIK 0001814214
13F Portfolio $873M AUM 885 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 885 New
Page 4 of 45  ·  885 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 HD HOME DEPOT INC Consumer Cyclical 9,633.0 $3.4M 0.39% NEW $352.69 -4.2%
62 MU MICRON TECHNOLOGY INC Technology 2,938.0 $3.4M 0.39% NEW $1154.10 -12.3%
63 DFAU DIMENSIONAL ETF TRUST 65,371.0 $3.4M 0.39% NEW $51.69 +3.6%
64 DVYA ISHARES INC 70,241.0 $3.3M 0.38% NEW $47.29 +8.4%
65 SMH VANECK ETF TRUST 5,061.0 $3.3M 0.38% NEW $655.91 -9.4%
66 DVYE ISHARES INC 102,299.0 $3.3M 0.38% NEW $32.23 +6.4%
67 CVX CHEVRON CORPORATION Energy 19,772.0 $3.3M 0.38% NEW $165.76 +22.3%
68 WMT WALMART INC Consumer Defensive 27,789.0 $3.1M 0.36% NEW $113.26 +0.9%
69 DIS DISNEY WALT CO Communication Services 32,380.0 $3.1M 0.36% NEW $96.25 +7.5%
70 MA MASTERCARD INCORPORATED Financial Services 6,058.0 $3.1M 0.36% NEW $513.61 +9.5%
71 MRVL MARVELL TECHNOLOGY INC Technology 10,201.0 $3.0M 0.35% NEW $297.89 -21.3%
72 MCD MCDONALDS CORP Consumer Cyclical 11,056.0 $3.0M 0.34% NEW $270.30 -1.8%
73 CB CHUBB LIMITED Financial Services 8,627.0 $2.9M 0.34% NEW $340.76 +0.0%
74 DFAS DIMENSIONAL ETF TRUST 34,463.0 $2.8M 0.33% NEW $82.34 +2.2%
75 AMD ADVANCED MICRO DEVICES INC Technology 4,809.0 $2.8M 0.32% NEW $580.94 -12.9%
76 SCHD SCHWAB STRATEGIC TR 87,157.0 $2.8M 0.32% NEW $31.71 +8.1%
77 FEZ SPDR INDEX SHS FDS 40,028.0 $2.7M 0.32% NEW $68.68 +4.7%
78 TRV TRAVELERS COMPANIES INC Financial Services 8,300.0 $2.7M 0.31% NEW $330.12 +10.4%
79 FNDE SCHWAB STRATEGIC TR 68,476.0 $2.7M 0.31% NEW $39.68 +4.2%
80 VGT VANGUARD WORLD FD 22,107.0 $2.6M 0.30% NEW $119.52 +2.5%
Page 4 of 45  ·  885 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 37.7%
Financial Services 15.0%
Industrials 9.7%
Healthcare 7.9%
Communication Services 7.7%
Consumer Cyclical 7.2%
Consumer Defensive 5.3%
Energy 4.0%
Utilities 3.5%
Basic Materials 1.9%