Concord Wealth Partners
Follow13F filer, CIK 1814214, ABINGDON, VA
Concord Wealth Partners reported $770,499,459 across 207 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-01. Its ten largest share positions make up 38.05% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001814214-26-000003
- Period
- 2026-03-31
- Reported value
- $770M
- Holdings
- 207
- Top 10 weight
- 38.05%
- New
- 4
- Sold out
- 642
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| VGSHadded | +541,151 | $31.7M |
| CVXadded | +13,597 | $2.81M |
| HYBLadded | +73,743 | $2.05M |
| RTXadded | +10,279 | $1.98M |
| SPIBadded | +56,989 | $1.91M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| SHVreduced | -282,352 | -$31.2M |
| BRK-Breduced | -7,549 | -$3.62M |
| WSMexited | -12,423 | -$2.22M |
| ADPreduced | -8,157 | -$1.66M |
| ISRGreduced | -3,075 | -$1.42M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Back to all 207 share positions
Sold out in Q1 2026
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| DJTTRUMP MEDIA & TECHNOLOGY GRO | 139 | $1.84K | shares |
| NLOPNET LEASE OFFICE PROPERTIES | 71 | $1.83K | shares |
| ROBTFIRST TR EXCHANGE TRADED FD | 35 | $1.81K | shares |
| HYHYSTER-YALE INC | 60 | $1.78K | shares |
| FUTYFIDELITY COVINGTON TRUST | 29 | $1.6K | shares |
| HLITHARMONIC INC | 160 | $1.58K | shares |
| SIDUSIDUS SPACE INC | 500 | $1.57K | shares |
| AMCOR PLCAMCOR PLC | 188 | $1.57K | shares |
| AGXARGAN INC | 5 | $1.57K | shares |
| GRIDFIRST TR EXCHANGE-TRADED FD | 10 | $1.53K | shares |
| BNGOBIONANO GENOMICS INC | 1,000 | $1.53K | shares |
| DISVDIMENSIONAL ETF TRUST | 40 | $1.52K | shares |
| FSCOFS CREDIT OPPORTUNITIES CORP | 237 | $1.49K | shares |
| SLPSIMULATIONS PLUS INC | 77 | $1.4K | shares |
| WCBRWISDOMTREE TR | 50 | $1.39K | shares |
| FBTCFIDELITY WISE ORIGIN BITCOIN | 17 | $1.32K | shares |
| RDWREDWIRE CORPORATION | 170 | $1.29K | shares |
| GARPISHARES TR | 17 | $1.17K | shares |
| BNDXVANGUARD CHARLOTTE FDS | 24 | $1.16K | shares |
| NOKNOKIA CORP | 178 | $1.15K | shares |
| TGBTASEKO MINES LTD | 200 | $1.13K | shares |
| SKYDPARAMOUNT SKYDANCE CORP | 78 | $1.04K | shares |
| FTREFORTREA HLDGS INC | 60 | $1.03K | shares |
| SONYSONY GROUP CORP | 40 | $1.03K | shares |
| INTAINTAPP INC | 22 | $1.01K | shares |
| JNKSPDR SERIES TRUST | 10 | $970 | shares |
| SOFISOFI TECHNOLOGIES INC | 36 | $942 | shares |
| PGXINVESCO EXCH TRADED FD TR II | 80 | $899 | shares |
| FERGFERGUSON ENTERPRISES INC | 4 | $891 | shares |
| LOPEGRAND CANYON ED INC | 5 | $832 | shares |
| GHGUARDANT HEALTH INC | 8 | $817 | shares |
| TTDTHE TRADE DESK INC | 21 | $797 | shares |
| ROLROLLINS INC | 12 | $720 | shares |
| CLXCLOROX CO DEL | 7 | $706 | shares |
| CRNCCERENCE INC | 62 | $663 | shares |
| XMTRXOMETRY INC | 11 | $654 | shares |
| CCCHEMOURS CO | 54 | $637 | shares |
| QTRXQUANTERIX CORP | 100 | $636 | shares |
| RUMRUM GROUP INC | 100 | $632 | shares |
| CWENCLEARWAY ENERGY INC | 19 | $626 | shares |
| HCKTHACKETT GROUP INC | 30 | $589 | shares |
| BHFBRIGHTHOUSE FINL INC | 9 | $583 | shares |
| CRSPCRISPR THERAPEUTICS AG | 11 | $577 | shares |
| AXONAXON ENTERPRISE INC | 1 | $568 | shares |
| PLPLANET LABS PBC | 28 | $552 | shares |
| ECHOECHOSTAR CORP | 5 | $544 | shares |
| DJPBARCLAYS BANK PLC | 14 | $527 | shares |
| BKSYBLACKSKY TECHNOLOGY INC | 28 | $525 | shares |
| BMIBADGER METER INC | 3 | $523 | shares |
| VOYGVOYAGER TECHNOLOGIES INC | 20 | $523 | shares |
| SIRISIRIUSXM HOLDINGS INC | 26 | $520 | shares |
| BWXTBWX TECHNOLOGIES INC | 3 | $519 | shares |
| GILTGILAT SATELLITE NETWORKS LTD | 40 | $518 | shares |
| HXLHEXCEL CORP NEW | 7 | $517 | shares |
| SRVRPACER FDS TR | 18 | $516 | shares |
| FLYFIREFLY AEROSPACE INC | 23 | $515 | shares |
| SPCEVIRGIN GALACTIC HOLDINGS INC | 160 | $514 | shares |
| KRMNKARMAN HLDGS INC | 7 | $512 | shares |
| DFENDIREXION SHARES ETF TRUST | 8 | $511 | shares |
| ASTSAST SPACEMOBILE INC | 7 | $508 | shares |
| ARKRARK RESTAURANTS CORP | 75 | $503 | shares |
| UFOPROCURE ETF TRUST II | 13 | $502 | shares |
| ARKXARK ETF TR | 17 | $493 | shares |
| IRDMIRIDIUM COMMUNICATIONS INC | 28 | $487 | shares |
| AVAVAEROVIRONMENT INC | 2 | $484 | shares |
| VSATVIASAT INC | 14 | $482 | shares |
| PPAINVESCO EXCHANGE TRADED FD T | 3 | $470 | shares |
| SATLSATELLOGIC INC | 250 | $468 | shares |
| LUVSOUTHWEST AIRLS CO | 11 | $455 | shares |
| SESSES AI CORPORATION | 250 | $450 | shares |
| JOBYJOBY AVIATION INC | 34 | $449 | shares |
| TSATTELESAT CORP | 15 | $437 | shares |
| SLVMSYLVAMO CORP | 9 | $433 | shares |
| GSATGLOBALSTAR INC | 7 | $427 | shares |
| KULRKULR TECHNOLOGY GROUP INC | 144 | $426 | shares |
| MDAISPECTRAL AI INC | 300 | $426 | shares |
| RIOTRIOT PLATFORMS INC | 33 | $418 | shares |
| HWMHOWMET AEROSPACE INC | 2 | $410 | shares |
| UBERUBER TECHNOLOGIES INC | 5 | $409 | shares |
| MIRMMIRUM PHARMACEUTICALS INC | 5 | $395 | shares |
| LARLITHIUM ARGENTINA AG | 71 | $395 | shares |
| BTBTBIT DIGITAL INC | 196 | $370 | shares |
| MEDMEDIFAST INC | 33 | $352 | shares |
| BBNXBETA BIONICS INC | 11 | $335 | shares |
| MARAMARA HOLDINGS INC | 37 | $332 | shares |
| ICEINTERCONTINENTAL EXCHANGE IN | 2 | $324 | shares |
| GLXYGALAXY DIGITAL INC. | 14 | $313 | shares |
| LACLITHIUM AMERS CORP NEW | 71 | $309 | shares |
| CLSCELESTICA INC | 1 | $296 | shares |
| TOSTTOAST INC | 8 | $284 | shares |
| CIFRCIPHER DIGITAL INC | 17 | $251 | shares |
| VBRVANGUARD INDEX FDS | 1 | $220 | shares |
| SRRKSCHOLAR ROCK HLDG CORP | 5 | $220 | shares |
| CLDXCELLDEX THERAPEUTICS INC NEW | 8 | $217 | shares |
| WABWABTEC | 1 | $213 | shares |
| QUIKQUICKLOGIC CORP | 35 | $210 | shares |
| TROWPRICE T ROWE GROUP INC | 2 | $205 | shares |
| GLBEGLOBAL E ONLINE LTD | 5 | $197 | shares |
| ERICTELEFONAKTIEBOLAGET LM ERICS | 20 | $193 | shares |
| QSQUANTUMSCAPE CORP | 18 | $188 | shares |
| COLLCOLLEGIUM PHARMACEUTICAL INC | 4 | $185 | shares |
| AXSMAXSOME THERAPEUTICS INC. | 1 | $183 | shares |
| IRTCIRHYTHM HOLDINGS INC | 1 | $177 | shares |
| WCNWASTE CONNECTIONS INC | 1 | $175 | shares |
| INSMINSMED INC | 1 | $174 | shares |
| VSTVISTRA CORP | 1 | $161 | shares |
| ODFLOLD DOMINION FREIGHT LINE IN | 1 | $157 | shares |
| IRENIREN LIMITED | 4 | $151 | shares |
| EMBISHARES TR | 2 | $151 | shares |
| COOKTRAEGER INC COM | 134 | $145 | shares |
| DDOGDATADOG INC | 1 | $136 | shares |
| XYZBLOCK INC | 2 | $130 | shares |
| TIDAL TRUST ITIDAL TRUST I | 8 | $130 | shares |
| SESEA LTD | 1 | $128 | shares |
| TMDXTRANSMEDICS GROUP INC | 1 | $122 | shares |
| SUBISHARES TR | 1 | $107 | shares |
| GRABGRAB HOLDINGS LIMITED | 21 | $105 | shares |
| NTNXNUTANIX INC | 2 | $103 | shares |
| VNQIVANGUARD INTL EQUITY INDEX F | 2 | $101 | shares |
| OGNORGANON & CO | 13 | $93 | shares |
| HUTHUT 8 CORP | 2 | $92 | shares |
| SPYDSPDR SERIES TRUST | 2 | $87 | shares |
| CFLTCONFLUENT INC-CLASS A | 2 | $60 | shares |
| FTDRFRONTDOOR INC | 1 | $58 | shares |
| RELYREMITLY GLOBAL INC | 4 | $55 | shares |
| EVHEVOLENT HEALTH INC | 13 | $52 | shares |
| ABRARBOR REALTY TRUST INC | 6 | $47 | shares |
| ARDXARDELYX INC | 8 | $47 | shares |
| BANDBANDWIDTH INC | 3 | $46 | shares |
| UUNITY SOFTWARE INC | 1 | $44 | shares |
| EXLSEXLSERVICE HLDGS INC | 1 | $42 | shares |
| NFGNATIONAL FUEL GAS CO | 1,000 | $40 | call |
| RIVNRIVIAN AUTOMOTIVE INC | 2 | $39 | shares |
| CHWYCHEWY INC | 1 | $33 | shares |
| VITLVITAL FARMS INC | 1 | $32 | shares |
| WEAVWEAVE COMMUNICATIONS INC | 3 | $23 | shares |
| CPRXCATALYST PHARMACEUTICALS INC | 1 | $23 | shares |
| BTCSBTCS INC | 6 | $16 | shares |
| NIONIO INC | 3 | $15 | shares |
| PTONPELOTON INTERACTIVE INC | 2 | $12 | shares |
| VOCVOC ENERGY TR | 2 | $5 | shares |
| GPROGOPRO INC | 2 | $3 | shares |
How Q1 2026 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001814214-26-000003 | base | 2026-05-01 | acceptance time not in the bulk data set |