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Jonathan R. Weatherly

Concord Wealth Partners

Assets Managed
$770.499M
Holdings
207
Last Quarter
2026 - Q1
Filed Date
16d ago
Growth Rate
0.1%(2Q avg: 3.17%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Concord Wealth Partners's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 207 positions.

Assets under management

The assets under management (AUM) of Concord Wealth Partners over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 770.499M in assets, with a quarterly growth rate of 0.1% and a 2-quarter average growth rate of 3.17%. The portfolio is managed by Jonathan R. Weatherly, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPDW
Spdr Portfolio Developed Wor
Recent Activity
Increased 3.02%
4.53%
$34.847M
763,350 shares@ $45.66 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -0.81%
4.52%
$34.802M
199,553 shares@ $174.41 avg price
HYBL
Spdr Blackstone High Income
Recent Activity
Increased 6.47%
4.39%
$33.806M
1.214M shares@ $27.85 avg price
SPSB
Spdr Port Shrt Trm Corp Bnd
Recent Activity
Increased 4.61%
4.34%
$33.414M
1.111M shares@ $30.07 avg price
SPTI
Spdr Port Int Treasury Term
Recent Activity
Increased 5.95%
4.23%
$32.571M
1.136M shares@ $28.67 avg price
SPIB
Spdr Port Int Corp Bond Etf
Recent Activity
Increased 6.24%
4.23%
$32.558M
970,711 shares@ $33.55 avg price
VGSH
Vanguard Short-term Treasury
Recent Activity
Increased 316462.58%
4.12%
$31.689M
541,322 shares@ $58.55 avg price
SPYG
Spdr Portfolio S&p 500 Growt
Recent Activity
Increased 2.89%
2.87%
$22.087M
225,580 shares@ $97.92 avg price
AVEM
Avantis Emerging Markets Eq
Recent Activity
Increased 2.27%
2.6%
$19.992M
248,102 shares@ $80.58 avg price
AAPL
Apple Inc
Recent Activity
Increased 4.98%
2.26%
$17.398M
68,551 shares@ $253.79 avg price

1-10 of 207