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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$25.4 Million 0.26% of portfolio
596,772
Q2 2025 Reduced 46.44%
$0
$24 Million 0.25% of portfolio
288,092
Q2 2025 Added 1.76%
$0
$23.1 Million 0.24% of portfolio
312,278
Q2 2025 Reduced 2.01%
$0
$23.3 Million 0.24% of portfolio
468,324
Q2 2025 Added 0.61%
$0
$23.3 Million 0.24% of portfolio
293,305
Q2 2025 Added 86.72%
$0
$22.7 Million 0.23% of portfolio
36,604
Q2 2025 Added 6.52%
$0
$22.2 Million 0.23% of portfolio
448,601
Q2 2025 Added 6.28%
$0
$22 Million 0.22% of portfolio
111,313
Q2 2025 Reduced 24.75%
$0
$19.9 Million 0.2% of portfolio
807,532
Q2 2025 New
$0
$19.1 Million 0.2% of portfolio
143,998
Q2 2025 Reduced 0.29%
$0
$20 Million 0.2% of portfolio
498,693
Q2 2025 Added 63.57%
$0
$19.7 Million 0.2% of portfolio
293,515
Q2 2025 Added 332.13%
$0
$19.6 Million 0.2% of portfolio
236,027
Q2 2025 Added 13.76%
$0
$18.3 Million 0.19% of portfolio
674,634
Q2 2025 Added 14.65%
$0
$18.5 Million 0.19% of portfolio
33,593
Q2 2025 Reduced 57.12%
$0
$18.4 Million 0.19% of portfolio
94,854
Q2 2025 Added 2.12%
$0
$17.3 Million 0.18% of portfolio
439,158
Q2 2025 Added 16.11%
$0
$17.1 Million 0.18% of portfolio
172,567
Q2 2025 Added 83.41%
$0
$17.7 Million 0.18% of portfolio
156,489
Q2 2025 New
$0
$17.5 Million 0.18% of portfolio
344,711
Q2 2025 Added 10.27%
$0
$16.6 Million 0.17% of portfolio
128,763
Q2 2025 New
$0
$14.3 Million 0.15% of portfolio
98,905
Q2 2025 Added 0.27%
$0
$14.9 Million 0.15% of portfolio
135,078
Q2 2025 Added 519.08%
$0
$14.2 Million 0.15% of portfolio
72,688
Q2 2025 Reduced 22.78%
$0
$13.4 Million 0.14% of portfolio
653,282
Q2 2025 Added 6.72%
$0
$13.7 Million 0.14% of portfolio
106,552
Q2 2025 Added 0.93%
$0
$13.9 Million 0.14% of portfolio
100,550
Q2 2025 Added 80.27%
$0
$13.5 Million 0.14% of portfolio
507,927
Q2 2025 Added 5.11%
$0
$13.9 Million 0.14% of portfolio
596,702
Q2 2025 Reduced 2.85%
$0
$12.3 Million 0.13% of portfolio
196,566
Q2 2025 New
$0
$12.9 Million 0.13% of portfolio
513,564
Q2 2025 New
$0
$13 Million 0.13% of portfolio
368,101
Q2 2025 New
$0
$12.3 Million 0.13% of portfolio
236,147
Q2 2025 Reduced 24.84%
$0
$12.8 Million 0.13% of portfolio
34,944
Q2 2025 Reduced 0.2%
$119B
$11.5 Million 0.12% of portfolio
37,851
Q2 2025 Added 19.04%
$0
$11.5 Million 0.12% of portfolio
470,486
Q2 2025 Reduced 2.22%
$0
$11.3 Million 0.12% of portfolio
54,204
Q2 2025 Reduced 0.31%
$0
$10.4 Million 0.11% of portfolio
321,981
Q2 2025 Reduced 1.0%
$0
$10.7 Million 0.11% of portfolio
199,572
Q2 2025 Added 11.15%
$0
$10.7 Million 0.11% of portfolio
85,695
Q2 2025 Reduced 19.27%
$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%
$0
$9.75 Million 0.1% of portfolio
352,275
Q2 2025 Reduced 14.93%
$0
$9.3 Million 0.1% of portfolio
52,667
Q2 2025 Added 26.28%
$0
$8.47 Million 0.09% of portfolio
189,558
Q2 2025 Added 2.4%
$0
$8.33 Million 0.09% of portfolio
110,966
Q2 2025 Added 0.38%
$0
$8.13 Million 0.08% of portfolio
374,436
Q2 2025 Added 0.11%
$0
$7.65 Million 0.08% of portfolio
35,455
Q2 2025 Added 14.76%

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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