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
$9.31B
$1.13 Million 0.01% of portfolio
37,195
Q2 2025 Added 87.01%
$54.5B
$995,000 0.01% of portfolio
5,779
Q2 2025 Added 3.2%
$1.19B
$871,000 0.01% of portfolio
34,797
Q2 2025 Added 114.47%
$24.1B
$515,000 0.01% of portfolio
4,106
Q2 2025 Added 35.38%
$0
$1.28 Million 0.01% of portfolio
23,544
Q2 2025 Added 0.05%
$191B
$1.4 Million 0.01% of portfolio
242
Q2 2025 Added 9.5%
$4.78B
$623,000 0.01% of portfolio
11,293
Q2 2025 Added 69.28%
$16.1B
$508,000 0.01% of portfolio
4,360
Q2 2025 Reduced 15.65%
$49.4B
$984,000 0.01% of portfolio
7,025
Q2 2025 New
$73.4B
$545,000 0.01% of portfolio
16,724
Q2 2025 Reduced 5.04%
$86.4B
$972,000 0.01% of portfolio
3,156
Q2 2025 Added 19.68%
$64.7B
$1.14 Million 0.01% of portfolio
10,999
Q2 2025 Added 43.25%
$0
$1.37 Million 0.01% of portfolio
37,230
Q2 2025 Added 7.37%
$0
$1.05 Million 0.01% of portfolio
46,702
Q2 2025 Added 30.36%
$29B
$972,000 0.01% of portfolio
34,574
Q2 2025 Added 12.33%
$45.2B
$1.1 Million 0.01% of portfolio
15,078
Q2 2025 Added 77.53%
$53.8B
$718,000 0.01% of portfolio
2,949
Q2 2025 Added 41.92%
$20.4B
$1.11 Million 0.01% of portfolio
11,582
Q2 2025 Added 1.23%
$25.6B
$866,000 0.01% of portfolio
19,360
Q2 2025 Added 19.23%
$12.8B
$561,000 0.01% of portfolio
4,680
Q2 2025 Added 0.6%
$0
$1.05 Million 0.01% of portfolio
84,652
Q2 2025 Added 14.22%
$1.66B
$1.02 Million 0.01% of portfolio
70,113
Q2 2025 Reduced 2.77%
$6.39B
$526,000 0.01% of portfolio
8,469
Q2 2025 Reduced 30.98%
$5.9B
$1.28 Million 0.01% of portfolio
46,385
Q1 2025 New
$8.36B
$769,000 0.01% of portfolio
37,586
Q2 2025 Added 4.42%
$1.28B
$1.4 Million 0.01% of portfolio
26,880
Q2 2025 Added 125.39%
$44.9B
$1.15 Million 0.01% of portfolio
38,308
Q2 2025 Added 56.69%
$39.2B
$516,000 0.01% of portfolio
5,032
Q2 2025 Added 24.55%
$7.87B
$761,000 0.01% of portfolio
5,922
Q2 2025 Added 0.53%
$65.2B
$733,000 0.01% of portfolio
2,239
Q2 2025 Added 34.23%
$232M
$642,000 0.01% of portfolio
114,208
Q2 2025 Reduced 15.51%
$26.6B
$723,000 0.01% of portfolio
5,464
Q2 2025 Added 8.22%
$0
$554,000 0.01% of portfolio
13,094
Q2 2025 Reduced 10.05%
$0
$623,000 0.01% of portfolio
9,791
Q2 2025 Added 0.01%
$0
$543,000 0.01% of portfolio
12,854
Q2 2025 Added 3.52%
$0
$561,000 0.01% of portfolio
19,046
Q2 2025 Added 6.04%
$0
$1.3 Million 0.01% of portfolio
43,464
Q2 2025 Reduced 6.49%
$0
$906,000 0.01% of portfolio
29,171
Q2 2025 Added 9.5%
$0
$495,000 0.01% of portfolio
11,566
Q2 2025 Added 4.74%
$0
$874,000 0.01% of portfolio
24,580
Q2 2025 Added 5.27%
$415M
$494,000 0.01% of portfolio
20,325
Q2 2025 New
$25.7B
$1.23 Million 0.01% of portfolio
6,701
Q2 2025 Added 49.94%
$13.3B
$893,000 0.01% of portfolio
20,828
Q2 2025 Reduced 3.22%
$8.58B
$573,000 0.01% of portfolio
2,347
Q2 2025 Reduced 74.87%
$22B
$618,000 0.01% of portfolio
10,613
Q2 2025 Added 5.69%
$3.13B
$817,000 0.01% of portfolio
53,522
Q2 2025 Added 0.19%
$46.1B
$1.34 Million 0.01% of portfolio
17,994
Q2 2025 Added 214.86%
$53.4B
$957,000 0.01% of portfolio
12,241
Q2 2025 Added 92.5%
$96.7B
$751,000 0.01% of portfolio
16,579
Q2 2025 Reduced 1.49%

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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