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
IFRA Ishares Tr ETFs	$0	$7.43 Million 0.08% of portfolio	150,987	Q2 2025 Added 925.45%
MDY Spdr S&P Midcap 400 ETF Trust ETFs	$0	$7.81 Million 0.08% of portfolio	13,794	Q2 2025 Added 20.18%
SCHG Schwab Strategic Tr Us Large C ETFs	$0	$7.68 Million 0.08% of portfolio	263,011	Q2 2025 Added 21.86%
SCHA Schwab Strategic Tr Us Small C ETFs	$0	$8.13 Million 0.08% of portfolio	321,415	Q2 2025 Added 5.02%
SCHF Schwab Strategic Tr Intl Eqty ETFs	$0	$7.51 Million 0.08% of portfolio	339,667	Q2 2025 Added 3.1%
MOAT Vaneck Morningstar Wide Moat E ETFs	$0	$8.14 Million 0.08% of portfolio	94,783	Q2 2025 Reduced 0.33%
VGSH Vanguard ETFs	$0	$7.62 Million 0.08% of portfolio	129,567	Q2 2025 Added 628.07%
VTWV Vanguard Russell 2000 Value Et ETFs	$0	$7.55 Million 0.08% of portfolio	54,256	Q2 2025 Added 0.2%
VBK Vanguard Small Cap Growth ETF ETFs	$0	$7.74 Million 0.08% of portfolio	27,932	Q2 2025 Reduced 26.98%

VO Vanguard Mid Cap ETF ETFs	$0	$7.48 Million 0.08% of portfolio	26,744	Q2 2025 Added 87.48%
IHDG Wisdomtree Tr ETFs	$0	$7.83 Million 0.08% of portfolio	173,847	Q2 2025 Reduced 3.13%
FBND Fidelity Merrimack Str Tr Tota ETFs	$0	$6.59 Million 0.07% of portfolio	144,076	Q2 2025 Reduced 1.78%
FBT First Trust Nyse Arca Biotechn ETFs	$0	$7 Million 0.07% of portfolio	43,402	Q2 2025 Reduced 0.22%
ROBT First Tr Exchange Traded Fd Vi ETFs	$0	$6.43 Million 0.07% of portfolio	133,034	Q2 2025 Reduced 1.68%
QAI Iq Hedge Multi Strategy Compos ETFs	$0	$6.91 Million 0.07% of portfolio	213,768	Q2 2025 New
EMB Ishares Tr ETFs	$0	$6.73 Million 0.07% of portfolio	72,611	Q2 2025 Added 62.81%
MBB Ishares Tr ETFs	$0	$6.38 Million 0.07% of portfolio	67,938	Q2 2025 Added 29.55%
JCPB J P Morgan Exchange Traded Fd ETFs	$0	$7.23 Million 0.07% of portfolio	153,696	Q2 2025 Added 155.16%

SPDW Spdr Ser Tr Fds Spdr Portfolio ETFs	$0	$7.17 Million 0.07% of portfolio	177,017	Q2 2025 Reduced 1.73%
SPLG Spdr Portfolio S&P 500 ETF (Ma ETFs	$0	$6.93 Million 0.07% of portfolio	95,382	Q2 2025 Added 0.41%
SCHM Schwab Strategic U.S. Mid Cap ETFs	$0	$6.41 Million 0.07% of portfolio	228,624	Q2 2025 Reduced 0.8%
GBIL Goldman Sachs Access Treasury ETFs	$0	$6.16 Million 0.06% of portfolio	61,517	Q2 2025 Added 0.77%
XSVM Invesco S&P Smallcap Value Wit ETFs	$0	$6.03 Million 0.06% of portfolio	116,026	Q2 2025 Reduced 6.12%
BKLN Invesco ETF Tr Ii Sr Ln ETF ETFs	$0	$5.91 Million 0.06% of portfolio	282,677	Q2 2025 Reduced 4.81%
QQQM Invesco Exchange Traded Fd Tr ETFs	$0	$5.46 Million 0.06% of portfolio	24,025	Q2 2025 Added 14.48%
IVW Ishares S&P 500 Growth ETF ETFs	$0	$6.01 Million 0.06% of portfolio	54,546	Q2 2025 Added 21.68%
IWO Ishares Russell 2000 Gwt ETF ETFs	$0	$5.92 Million 0.06% of portfolio	20,700	Q2 2025 Reduced 13.77%
IMCG Ishare Morningstar Mid Cap Gro ETFs	$0	$6.1 Million 0.06% of portfolio	76,060	Q2 2025 New
IGLB Ishares 10+ Year Investment Gr ETFs	$0	$6.31 Million 0.06% of portfolio	125,731	Q2 2025 Added 6.52%
GOVT Ishares U.S. Treasury Bond ETF ETFs	$0	$6.19 Million 0.06% of portfolio	269,152	Q2 2025 Added 4.23%
CMDY Ishares Us ETF Tr Bloomberg Ro ETFs	$0	$5.47 Million 0.06% of portfolio	108,421	Q2 2025 New
DGRO Ishares Core Dividend Growth E ETFs	$0	$6.13 Million 0.06% of portfolio	95,908	Q2 2025 Added 1.99%
SPEM Spdr Ser Tr Fds Spdr Portfolio ETFs	$0	$5.96 Million 0.06% of portfolio	139,418	Q2 2025 Reduced 7.53%
DBND Doubleline ETF Tr Opportunisti ETFs	$0	$4.65 Million 0.05% of portfolio	100,599	Q2 2025 Added 2.97%
GSLC Goldman Sachs ETF Tr Activebet ETFs	$0	$5.07 Million 0.05% of portfolio	41,739	Q2 2025 Added 353.93%
IYK Ishares U.S. Consumer Staples ETFs	$0	$5.14 Million 0.05% of portfolio	72,925	Q2 2025 Added 1.12%
IJS Ishares S&P Smallcap 600 Value ETFs	$0	$4.88 Million 0.05% of portfolio	49,061	Q2 2025 Added 709.59%
MUB Ishares National Muni Bond ETF ETFs	$0	$4.56 Million 0.05% of portfolio	43,606	Q2 2025 Reduced 2.02%
GVI Ishares Tr ETFs	$0	$5.11 Million 0.05% of portfolio	47,822	Q2 2025 Added 13.66%
EFAV Ishares Msci Eafe Min Vol Fact ETFs	$0	$4.47 Million 0.05% of portfolio	53,167	Q2 2025 Reduced 2.97%
EMLC Vaneck ETF Tr J.P. Morgan Em L ETFs	$0	$4.66 Million 0.05% of portfolio	183,992	Q2 2025 Added 163.45%
BIV Vanguard Bd Index Fd Inc Inter ETFs	$0	$5.28 Million 0.05% of portfolio	68,223	Q2 2025 Reduced 1.88%
VDE Vanguard Energy ETF ETFs	$0	$4.79 Million 0.05% of portfolio	40,225	Q2 2025 Reduced 44.18%
VFH Vanguard Financial ETF ETFs	$0	$5.23 Million 0.05% of portfolio	41,103	Q2 2025 Added 27.05%
VOX Vanguard Communication Service ETFs	$0	$4.39 Million 0.05% of portfolio	25,692	Q2 2025 Added 71.9%
VMBS Vanguard Mortg Backed Sec ETF ETFs	$0	$5.01 Million 0.05% of portfolio	108,132	Q2 2025 Added 1.57%
DLN Wisdomtree Tr U.S Largecap Div ETFs	$0	$4.63 Million 0.05% of portfolio	56,332	Q2 2025 Reduced 1.67%
AMLP Alps ETF Tr Alerian Mlp ETF ETFs	$0	$4.08 Million 0.04% of portfolio	83,538	Q2 2025 Reduced 7.92%
RECS Columbia ETF Tr I ETFs	$0	$3.65 Million 0.04% of portfolio	99,278	Q2 2025 Added 10.3%
PFFV Global X Variable Rate Preferr Technology	$0	$3.7 Million 0.04% of portfolio	162,187	Q2 2025 Added 198.3%

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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Congress Wealth Management LLC Portfolio Holdings