Concorde Asset Management, LLC - Portfolio Stock Holdings
Concorde Asset Management, LLC disclosed 229 stock positions in a recent SEC 13F filing. $172,294,046 of stock holdings were filed, with the largest holdings including IVV, SPMO, and QQQ. This filing represented positions held on June 30, 2026, and was filed on Aug. 18, 2026.We estimate the fund has a total AUM of $598,360,368 and has 76 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from individuals.
Report Period:
June 30, 2026No. of Stocks:
229Est. Stock Holding Value:
$172,294,046Top Stock Holdings By Sector
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Portfolio Stock Holdings - Concorde Asset Management, LLC
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