Long-term investor
Concord Wealth Partners @concordwealthpartners
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001814214).
Record
- Tracked since 2025-06-30 (441 days), 32 trades recorded
- Returns: week n/a · month n/a · 90 days +6.8% · 6 months n/a · 1 year +13.2% · all +13.2%
- Max drawdown n/a · win rate 52% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- NVDA · 4.6% · long · since 2025-06-30
- SPDW · 4.5% · long · since 2025-06-30
- HYBL · 4.0% · long · since 2025-06-30
- SPSB · 3.9% · long · since 2025-06-30
- SPTI · 3.9% · long · since 2025-06-30
- SPIB · 3.9% · long · since 2025-06-30
- VGSH · 3.8% · long · since 2025-12-31
- SPYG · 3.0% · long · since 2025-06-30
- AVEM · 2.7% · long · since 2025-06-30
- AAPL · 2.3% · long · since 2025-06-30
- DFUS · 1.7% · long · since 2025-06-30
- MSFT · 1.6% · long · since 2025-06-30