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Concorde Asset Management, LLC

Concorde Asset Management, LLC is an Investment Adviser institutional filer with the SEC under CIK 1631773, reporting 152 portfolio positions, with 19 historical 13F filings on file. Most recent reporting period: 2026-06-30.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

  • State of incorporation: MI
  • Filing type: 13F-HR
  • Latest reporting period: 2026-06-30
  • Last filed: 2026-08-18

Top 10 portfolio positions

The largest reported holdings in Concorde Asset Management, LLC's most recent 13F filing, ranked by reported market value.

  1. ISHARES TR (IVV)
  2. INVESCO EXCH TRADED FD TR II (SPMO)
  3. INVESCO QQQ TR (QQQ)
  4. STATE STR SPDR S&P 500 ETF T (SPY)
  5. FIRST TR EXCHANGE TRADED FD (AIRR)
  6. FIRST TR EXCHANGE TRADED FD (TDIV)
  7. NVIDIA CORPORATION (NVDA)
  8. ISHARES TR (IVW)
  9. FIRST TR EXCHANGE-TRADED FD (GRID)
  10. BLACKROCK ETF TRUST (DYNF)
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