Congress Wealth Management LLC / DE /

13F Filings History

Latest 13F report
Q2 2025 - Aug 13, 2025
Value $
$10.3B
Signature - Title
Candace Cavalier - Chief Compliance Officer
Location
Boston, MA
Summary
This page shows a list of all the recent 13F filings made by Congress Wealth Management LLC / DE /. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Congress Wealth Management LLC / DE / reported 1179 stock holdings with total value $10.3B as of Q2 2025. Top holdings included VTI, AAPL, MSFT, NVDA, and XLF.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2025 1,179 $10.3B +$2.29B -$932M +$1.36B VTI, AAPL, MSFT, NVDA, XLF 13F-HR 8/13/2025, 02:26 PM
Q1 2025 1,064 $8.34B +$1.76B -$515M +$1.25B AAPL, XLK, MSFT, XLF, NVDA 13F-HR 5/14/2025, 12:02 PM
Q4 2024 871 $7.27B +$695M -$759M -$63.3M XLK, AAPL, XLF, MSFT, RSP 13F-HR 2/11/2025, 03:09 PM
Q3 2024 837 $7.5B +$1.71B -$806M +$908M XLK, AAPL, JMBS, MSFT, XLF 13F-HR 11/12/2024, 12:45 PM
Q2 2024 709 $6.29B +$949M -$419M +$529M GS, XLK, JMBS, XLF, AAPL 13F-HR 8/13/2024, 05:49 PM
Q1 2024 575 $5.77B +$432M -$489M -$57.4M GS, XLK, JMBS, XLF, SPTL 13F-HR 4/18/2024, 11:50 AM
Q4 2023 606 $5.45B +$609M -$475M +$134M GS, XLK, JMBS, AAPL, SPTL 13F-HR 2/9/2024, 05:01 PM
Q3 2023 599 $4.84B +$860M -$128M +$732M GS, XLK, JMBS, TLH, SPTI 13F-HR 10/30/2023, 09:08 AM
Q2 2023 553 $4.31B +$269M -$241M +$27.6M XLK, JMBS, TLH, SPTI, AAPL 13F-HR 7/13/2023, 04:01 PM
Q1 2023 552 $4.15B +$519M -$437M +$81.7M XLK, JMBS, TLH, SPTI, XLV 13F-HR 4/14/2023, 02:31 PM
Q4 2022 555 $3.89B +$477M -$503M -$25.7M XLK, SPTI, TLH, XLV, XLE 13F-HR 2/2/2023, 01:00 PM
Q3 2022 544 $3.71B +$215M -$170M +$45.3M XLK, IEF, XLV, JMBS, XLE 13F-HR 11/8/2022, 05:04 PM
Q2 2022 551 $3.91B +$398M -$295M +$104M XLK, IEF, XLV, JMBS, SPTI 13F-HR 8/11/2022, 04:28 PM
Q1 2022 592 $4.58B +$560M -$524M +$36.3M XLK, IEF, XLE, JMBS, XLF 13F-HR 5/16/2022, 01:41 PM
Q4 2021 603 $5.02B XLK, XLY, JMBS, XLF, AAPL 13F-HR 2/3/2022, 08:52 PM