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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$394 Million 4.04% of portfolio
1,922,034
Q2 2025 Added 9.18%
$3.78T
$244 Million 2.5% of portfolio
490,591
Q2 2025 Added 19.11%
$465B
$202 Million 2.07% of portfolio
1,275,965
Q2 2025 Added 14.07%
$1.37T
$130 Million 1.34% of portfolio
176,762
Q2 2025 Added 27.78%
$662B
$90.4 Million 0.93% of portfolio
186,148
Q2 2025 Added 43.94%
$139B
$84.3 Million 0.86% of portfolio
305,952
Q2 2025 Added 24.28%
$306B
$82 Million 0.84% of portfolio
1,159,362
Q2 2025 Added 0.85%
$533B
$82.2 Million 0.84% of portfolio
231,511
Q2 2025 Added 25.11%
$881B
$76.5 Million 0.78% of portfolio
263,716
Q2 2025 Added 8.63%
$1.65T
$74.9 Million 0.77% of portfolio
425,231
Q2 2025 Added 18.19%
$1.74T
$59.6 Million 0.61% of portfolio
336,042
Q2 2025 Added 34.63%
$367B
$49.5 Million 0.51% of portfolio
135,063
Q2 2025 Added 16.45%
$140B
$45.7 Million 0.47% of portfolio
127,921
Q2 2025 Added 0.24%
$490B
$43.4 Million 0.44% of portfolio
402,340
Q2 2025 Added 15.8%
$19B
$42.2 Million 0.43% of portfolio
189,394
Q2 2025 Reduced 8.64%
$170B
$41.3 Million 0.42% of portfolio
334,787
Q2 2025 Added 4.24%
$107B
$38.7 Million 0.4% of portfolio
55,449
Q2 2025 Added 19.62%
$971B
$38.2 Million 0.39% of portfolio
49,047
Q2 2025 Reduced 29.61%
$57.9B
$36.8 Million 0.38% of portfolio
183,033
Q2 2025 Added 37.26%
$319B
$36.8 Million 0.38% of portfolio
530,640
Q2 2025 Added 23.63%
$512B
$37.3 Million 0.38% of portfolio
66,452
Q2 2025 Added 88.37%
$593B
$37 Million 0.38% of portfolio
169,421
Q2 2025 Added 12.37%
$84.4B
$35.7 Million 0.37% of portfolio
191,730
Q2 2025 Reduced 0.66%
$49.1B
$35.6 Million 0.36% of portfolio
26,580
Q2 2025 Added 8.37%
$7.8B
$33.7 Million 0.35% of portfolio
255,887
Q2 2025 Added 1.09%
$74.3B
$34.6 Million 0.35% of portfolio
185,495
Q2 2025 Added 72.26%
$255B
$31.4 Million 0.32% of portfolio
98,480
Q2 2025 Added 95.74%
$10.3B
$31.2 Million 0.32% of portfolio
164,414
Q2 2025 Added 44.47%
$34.7B
$30.8 Million 0.32% of portfolio
250,914
Q2 2025 Added 12.39%
$37.2B
$31.2 Million 0.32% of portfolio
56,797
Q2 2025 Reduced 9.63%
$346B
$30.9 Million 0.32% of portfolio
194,084
Q2 2025 Added 29.18%
$172B
$31.1 Million 0.32% of portfolio
718,943
Q2 2025 Added 11.95%
$147B
$31.1 Million 0.32% of portfolio
289,421
Q2 2025 Added 19.95%
$118B
$29.3 Million 0.3% of portfolio
123,150
Q2 2025 Added 14.76%
$169B
$29.2 Million 0.3% of portfolio
28,450
Q2 2025 Added 1.6%
$291B
$28.4 Million 0.29% of portfolio
73,224
Q2 2025 Reduced 1.93%
$73.7B
$27.1 Million 0.28% of portfolio
100,561
Q2 2025 Reduced 6.56%
$414B
$26.2 Million 0.27% of portfolio
141,370
Q2 2025 Added 32.27%
$193B
$26.6 Million 0.27% of portfolio
48,971
Q2 2025 Added 1.38%
$7.89B
$25.8 Million 0.26% of portfolio
24,448
Q2 2025 Added 1.49%
$152B
$25.3 Million 0.26% of portfolio
84,504
Q2 2025 Added 33.28%
$224B
$24.6 Million 0.25% of portfolio
84,271
Q2 2025 Added 0.6%
$168B
$24.1 Million 0.25% of portfolio
347,377
Q2 2025 Added 15.61%
$6.2B
$24.8 Million 0.25% of portfolio
275,096
Q2 2025 Added 1,403.01%
$61.4B
$24.2 Million 0.25% of portfolio
118,269
Q2 2025 Added 1.08%
$136B
$24.5 Million 0.25% of portfolio
61,917
Q2 2025 Added 1.31%
$303B
$23.2 Million 0.24% of portfolio
162,342
Q2 2025 Added 0.84%
$54.4B
$22.9 Million 0.24% of portfolio
71,688
Q2 2025 Reduced 0.71%
$6.15B
$23.1 Million 0.24% of portfolio
437,626
Q2 2025 Added 1.01%

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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