Concord Asset Management, Llc/Va Portfolio Holdings

Concord Asset Management, Llc/Va

  • $577 Billion
  • Q4 2025

Concord Asset Management, Llc/Va has filed its 13F form on January 29, 2026 for Q4 2025 where it was disclosed a total value porftolio of $577 Billion distributed in 120 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Ser Tr Fds Spdr Portfolio with a value of $32.2B, Spdr Portfolio Short Term Corp with a value of $31.2B, Ishares Tr with a value of $31.1B, Spdr Ser Tr Spdr Portfolio Int with a value of $30.7B, and Spdr Portfolio Intermediate Te with a value of $30.6B.

Examining the 13F form we can see an increase of $26.8B in the current position value, from $551B to 577B.

Concord Asset Management, Llc/Va is based out at Abingdon, VA

Below you can find more details about Concord Asset Management, Llc/Va portfolio as well as his latest detailed transactions.

Portfolio value $577 Billion
ETFs: $312 Billion
Technology: $80.3 Billion
Financial Services: $43.3 Billion
Healthcare: $25.3 Billion
Communication Services: $24.9 Billion
Consumer Cyclical: $23.6 Billion
Industrials: $19.4 Billion
Consumer Defensive: $14.8 Billion
Other: $22 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 120
  • Current Value $577 Billion
  • Prior Value $551 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 29, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 1 stocks
  • Additional Purchases 80 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 37 stocks
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