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Concord Wealth Partners
RIA/Wealth
Concord Wealth Partners is a RIA/Wealth based in Abingdon, VA led by Gary Neil Aiken, reporting $946.0M in AUM as of Q3 2025 with 58% ETF concentration.
CIOGary Neil Aiken
- Portfolio Value
- $724.1M
- Positions
- 826
- Top Holding
- NVDA at 4.67%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Concord Wealth Partners's portfolio (38.2% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Semiconductors Technology | $33.8M | 4.67% | -$4.7M Sold | 0.00% 181.1K shares | |
ETF ETF | $31.4M | 4.33% | +$2.4M Bought | — 1.1M shares | |
ETF ETF | $31.1M | 4.30% | +$2.2M Bought | — 281.6K shares | |
ETF ETF | $31.0M | 4.29% | +$1.8M Bought | — 1.0M shares | |
ETF ETF | $29.9M | 4.13% | +$659.5K Bought | — 698.6K shares | |
ETF ETF | $29.8M | 4.12% | +$2.1M Bought | — 1.0M shares | |
ETF ETF | $29.7M | 4.10% | +$1.8M Bought | — 876.6K shares | |
ETF ETF | $22.4M | 3.09% | +$8.7M Bought | — 214.4K shares | |
Software - Infrastructure Technology | $20.2M | 2.79% | -$19.7K Sold | 0.00% 38.9K shares | |
ETF ETF | $17.2M | 2.37% | +$4.2M Bought | — 228.7K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Concord Wealth Partners's latest filing
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Market Value
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Net Flows % of MV
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Reduced Holdings
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Concord Wealth Partners
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