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
$9.84B
$11.7 Million 0.12% of portfolio
269,931
Q2 2025 Reduced 0.94%
$82.8B
$11.5 Million 0.12% of portfolio
34,675
Q2 2025 Added 64.03%
$68.9B
$11.9 Million 0.12% of portfolio
52,344
Q2 2025 Added 90.01%
$18.7B
$11.3 Million 0.12% of portfolio
48,104
Q2 2025 Reduced 15.59%
$43.2B
$11.9 Million 0.12% of portfolio
16,227
Q2 2025 Reduced 0.18%
$14.7B
$11.9 Million 0.12% of portfolio
165,688
Q2 2025 Added 139.61%
$237B
$11.4 Million 0.12% of portfolio
62,434
Q2 2025 Added 8.24%
$130B
$11.5 Million 0.12% of portfolio
37,851
Q2 2025 Added 19.04%
$237B
$12.1 Million 0.12% of portfolio
44,467
Q2 2025 Reduced 40.91%
$0
$11.5 Million 0.12% of portfolio
470,486
Q2 2025 Reduced 2.22%
$8.79B
$11.6 Million 0.12% of portfolio
70,724
Q2 2025 Reduced 18.4%
$1.75B
$11.3 Million 0.12% of portfolio
46,147
Q2 2025 Added 4.26%
$0
$11.3 Million 0.12% of portfolio
54,204
Q2 2025 Reduced 0.31%
$228B
$10.5 Million 0.11% of portfolio
77,317
Q2 2025 Added 41.14%
$5.16B
$10.3 Million 0.11% of portfolio
67,458
Q2 2025 Reduced 1.67%
$3.84B
$11 Million 0.11% of portfolio
207,000
Q2 2025 Reduced 0.49%
$37.5B
$10.5 Million 0.11% of portfolio
214,406
Q2 2025 Added 95.56%
$7.07B
$10.3 Million 0.11% of portfolio
101,566
Q2 2025 Reduced 18.41%
$4.37B
$11.2 Million 0.11% of portfolio
58,509
Q2 2025 Reduced 1.88%
$0
$10.4 Million 0.11% of portfolio
321,981
Q2 2025 Reduced 1.0%
$9.65B
$10.8 Million 0.11% of portfolio
75,656
Q2 2025 Added 70.78%
$156B
$11.2 Million 0.11% of portfolio
100,734
Q2 2025 Added 309.24%
$143B
$10.4 Million 0.11% of portfolio
463,356
Q2 2025 Added 24.81%
$0
$10.7 Million 0.11% of portfolio
199,572
Q2 2025 Added 11.15%
$3.39B
$10.7 Million 0.11% of portfolio
94,417
Q2 2025 Reduced 1.97%
$76.2B
$10.9 Million 0.11% of portfolio
161,695
Q2 2025 Reduced 11.83%
$0
$10.7 Million 0.11% of portfolio
85,695
Q2 2025 Reduced 19.27%
$3.95B
$10.7 Million 0.11% of portfolio
108,654
Q2 2025 Added 15.4%
$2.76B
$10.3 Million 0.11% of portfolio
70,865
Q2 2025 Reduced 56.11%
$16.1B
$11.1 Million 0.11% of portfolio
144,423
Q2 2025 Reduced 28.16%
$8.3B
$10.4 Million 0.11% of portfolio
37,665
Q2 2025 Reduced 1.47%
$39.4B
$9.37 Million 0.1% of portfolio
11,320
Q2 2025 Reduced 1.13%
$453B
$9.47 Million 0.1% of portfolio
13
Q2 2025 Added 18.18%
$47.4B
$9.49 Million 0.1% of portfolio
127,318
Q2 2025 Added 3.46%
$44B
$9.72 Million 0.1% of portfolio
5,316
Q2 2025 Added 513.15%
$328B
$10.1 Million 0.1% of portfolio
39,051
Q2 2025 Added 0.43%
$17.1B
$9.72 Million 0.1% of portfolio
29,646
Q2 2025 Added 648.26%
$132B
$9.4 Million 0.1% of portfolio
40,374
Q2 2025 Added 10.19%
$2.3B
$9.72 Million 0.1% of portfolio
79,012
Q2 2025 Reduced 2.26%
$0
$9.61 Million 0.1% of portfolio
60,935
Q2 2025 Added 55.1%
$0
$9.61 Million 0.1% of portfolio
74,701
Q2 2025 Added 98.36%
$0
$9.7 Million 0.1% of portfolio
176,126
Q2 2025 Reduced 5.23%
$68.5B
$9.87 Million 0.1% of portfolio
82,691
Q2 2025 Reduced 2.49%
$25.3B
$9.49 Million 0.1% of portfolio
164,768
Q2 2025 Reduced 20.96%
$187B
$9.72 Million 0.1% of portfolio
61,027
Q2 2025 Added 49.35%
$0
$9.75 Million 0.1% of portfolio
352,275
Q2 2025 Reduced 14.93%
$11.2B
$9.49 Million 0.1% of portfolio
50,646
Q2 2025 Reduced 18.47%
$55.9B
$9.34 Million 0.1% of portfolio
12,402
Q2 2025 Added 102.38%
$0
$9.3 Million 0.1% of portfolio
52,667
Q2 2025 Added 26.28%

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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