Concorde Asset Management, LLC
RIA/Wealth
Concorde Asset Management, LLC is a RIA/Wealth based in Ann Arbor, MI led by Danielle Leigh Delongchamp, reporting $489.9M in AUM as of Q3 2025 with 65% ETF concentration.
PresidentDanielle Leigh Delongchamp
- Portfolio Value
- $238.8M
- Positions
- 220
- Top Holding
- IVV at 5.62%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Concorde Asset Management, LLC's portfolio (32% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $13.4M | 5.62% | -$871.5K Sold | — 20.0K shares | |
ETF ETF | $9.3M | 3.90% | +$7.7M Bought | — 77.3K shares | |
ETF ETF | $7.8M | 3.26% | +$6.0M Bought | — 12.9K shares | |
Semiconductors Technology | $7.5M | 3.15% | -$154.0K Sold | 0.00% 39.8K shares | |
ETF ETF | $6.8M | 2.83% | +$6.8M Bought | — 193.7K shares | |
ETF ETF | $6.7M | 2.82% | +$5.9M Bought | — 201.2K shares | |
ETF ETF | $6.5M | 2.73% | +$5.8M Bought | — 9.8K shares | |
ETF ETF | $6.5M | 2.73% | +$5.8M Bought | — 23.6K shares | |
ETF ETF | $6.3M | 2.63% | +$6.3M Bought | — 104.8K shares | |
ETF ETF | $5.6M | 2.35% | +$5.6M Bought | — 73.0K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Concorde Asset Management, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
-91.01% | |
-45.96% | |
-39.62% | |
-29.49% | |
-27.91% |
Analytics
Portfolio insights and performance metrics for Concorde Asset Management, LLC
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