Holdings
Concord Wealth Partners
As of Jun 30, 2026, Concord Wealth Partners reported 497 positions worth US$353M. Largest: Nvidia Corporation, Apple Inc and Alphabet Inc (google) Class C. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Nvidia Corporation | 200K | US$40.1M | +671 | Jun 30, 2026 |
| Apple Inc | 69,713 | US$20.2M | +1,162 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 42,622 | US$15.2M | +2,157 | Jun 30, 2026 |
| Microsoft Corp. | 38,122 | US$14.2M | −3,097 | Jun 30, 2026 |
| Broadcom Inc. | 34,005 | US$12.8M | +646 | Jun 30, 2026 |
| Amazon.com, Inc. | 44,398 | US$10.6M | −667 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 30,997 | US$10.1M | +224 | Jun 30, 2026 |
| Caterpillar, Inc. | 9,417 | US$10M | −347 | Jun 30, 2026 |
| Applied Materials, Inc. | 12,645 | US$9.14M | −1,158 | Jun 30, 2026 |
| Lam Research Corporation | 16,017 | US$6.94M | −1,264 | Jun 30, 2026 |