Congress Wealth Management LLC Portfolio Holdings

Congress Wealth Management LLC

  • $9.76 Billion
  • Q2 2025

Congress Wealth Management LLC has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $9.76 Billion distributed in 1179 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $396M, Apple Inc. with a value of $394M, Microsoft Corp with a value of $244M, Nvidia Corp with a value of $202M, and Financial Sector Spdr with a value of $151M.

Examining the 13F form we can see an increase of $1.86B in the current position value, from $7.9B to 9.76B.

Congress Wealth Management LLC is based out at Boston, MA

Below you can find more details about Congress Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $9.76 Billion
ETFs: $4.44 Billion
Technology: $1.69 Billion
Financial Services: $809 Million
Industrials: $619 Million
Healthcare: $578 Million
Communication Services: $413 Million
Consumer Cyclical: $405 Million
Consumer Defensive: $318 Million
Other: $481 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.97B
$621,000 0.01% of portfolio
25,401
Q1 2025 New
$161B
$1.27 Million 0.01% of portfolio
1,417
Q2 2025 Reduced 15.25%
$103B
$841,000 0.01% of portfolio
6,327
Q2 2025 Added 34.99%
$28.3B
$709,000 0.01% of portfolio
8,920
Q2 2025 Reduced 16.16%
$55.4B
$623,000 0.01% of portfolio
2,486
Q2 2025 Added 14.83%
$5B
$812,000 0.01% of portfolio
4,705
Q2 2025 Added 99.96%
$4.52B
$1.27 Million 0.01% of portfolio
9,133
Q2 2025 Added 180.07%
$19.9B
$552,000 0.01% of portfolio
6,833
Q2 2025 New
$1.19B
$842,000 0.01% of portfolio
94,403
Q2 2025 Added 90.61%
$0
$866,000 0.01% of portfolio
20,558
Q2 2025 Added 0.62%
$20.9B
$731,000 0.01% of portfolio
3,077
Q2 2025 Added 65.61%
$32.3B
$547,000 0.01% of portfolio
2,824
Q2 2025 Added 10.96%
$4.19B
$1.16 Million 0.01% of portfolio
69,608
Q2 2025 Reduced 3.35%
$9.49B
$703,000 0.01% of portfolio
7,076
Q2 2025 New
$53.5B
$601,000 0.01% of portfolio
11,670
Q2 2025 Added 0.24%
$4.28B
$1.43 Million 0.01% of portfolio
6,863
Q2 2025 Added 2.19%
$27.9B
$691,000 0.01% of portfolio
346
Q2 2025 Reduced 32.02%
$16.4B
$804,000 0.01% of portfolio
10,609
Q2 2025 Reduced 20.82%
$103B
$980,000 0.01% of portfolio
375
Q2 2025 Added 50.6%
$31.6B
$653,000 0.01% of portfolio
556
Q2 2025 Reduced 10.32%
$1.87B
$592,000 0.01% of portfolio
1,466
Q2 2025 Added 63.07%
$29.5B
$1.41 Million 0.01% of portfolio
19,985
Q2 2025 Added 21.33%
$431M
$1.03 Million 0.01% of portfolio
23,125
Q2 2025 Added 228.01%
$1.86B
$1.21 Million 0.01% of portfolio
21,940
Q2 2025 Added 104.74%
$190B
$1.24 Million 0.01% of portfolio
90,035
Q2 2025 Added 19.74%
$38.8B
$736,000 0.01% of portfolio
4,584
Q2 2025 Added 1.3%
$79.2B
$1.42 Million 0.01% of portfolio
20,046
Q2 2025 Added 3.88%
$17.4B
$1.22 Million 0.01% of portfolio
30,352
Q2 2025 Added 0.07%
$86.7B
$528,000 0.01% of portfolio
1,057
Q2 2025 Added 10.22%
$38B
$1.08 Million 0.01% of portfolio
8,322
Q2 2025 Added 30.44%
$39.8B
$571,000 0.01% of portfolio
13,609
Q2 2025 Added 15.74%
$31.5B
$913,000 0.01% of portfolio
11,186
Q2 2025 Reduced 9.06%
$7.32B
$598,000 0.01% of portfolio
10,502
Q2 2025 Added 79.98%
$37B
$519,000 0.01% of portfolio
5,248
Q2 2025 Added 45.17%
$0
$700,000 0.01% of portfolio
14,068
Q1 2025 New
$27.1B
$1.33 Million 0.01% of portfolio
39,212
Q2 2025 Reduced 11.39%
$0
$847,000 0.01% of portfolio
20,810
Q2 2025 Added 11.82%
$18.5B
$995,000 0.01% of portfolio
5,280
Q2 2025 Added 33.87%
$473M
$507,000 0.01% of portfolio
17,950
Q2 2025 Reduced 18.61%
$15.3B
$660,000 0.01% of portfolio
7,556
Q2 2025 Added 0.72%
$0
$1.01 Million 0.01% of portfolio
10,558
Q1 2025 New
$3.35B
$1.07 Million 0.01% of portfolio
48,898
Q2 2025 Added 86.88%
$39.9B
$490,000 0.01% of portfolio
4,564
Q2 2025 Reduced 48.32%
$48.1B
$513,000 0.01% of portfolio
1,751
Q2 2025 New
$5.51B
$657,000 0.01% of portfolio
4,602
Q2 2025 Added 53.76%
$61.4B
$1.06 Million 0.01% of portfolio
2,807
Q2 2025 Reduced 0.78%
$35.1B
$958,000 0.01% of portfolio
16,636
Q2 2025 Reduced 2.73%
$74.3B
$756,000 0.01% of portfolio
1,440
Q2 2025 Added 0.84%
$796M
$643,000 0.01% of portfolio
186,063
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 1,179
  • Current Value $9.76 Billion
  • Prior Value $7.9 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 161 stocks
  • Additional Purchases 701 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 269 stocks
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