Concord Wealth Partners

CIK 0001814214 · Q2 2026

13F Equity AUM

$873.2M

+13.3% QoQ

Positions

822

+615 QoQ

AUM Rank

#3,643

Top 29%

Skill Alpha (FF)

-2.4%/yr^ns

No Clear Edge

Rank #6,295 · Top 76%

vs S&P -5.0%/yr (unadj.)

Quarters Tracked

~5 years

Portfolio Concentration

Top 5: 20.9%Top 10: 36.5%Top 20: 50.8%

NVDA4.6%

SPDW4.5%

HYBL4.0%

SPSB3.9%

SPTI3.9%

SPIB3.9%

VGSH3.8%

SPYG3.0%

AVEM2.7%

AAPL2.3%

Others (812)63.5%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

No sector data available.

Position Sizing

Positions: 822Median: 0.00%Avg: 0.12%

0–0.5%

776(29.5%)

0.5–1%

21(13.9%)

1–3%

18(28.1%)

3–5%

7(28.5%)

5%+

0(0.0%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 822vs 20 funds

0%Low

822

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New0Increased0Decreased0Exited0

No position changes this quarter.

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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