We are live on
!
Find out more
CWM
Congress Wealth Management Portfolio holdings
AUM
$10.3B
1-Year Est. Return
16.85%
This Fund
S&P 500
This Quarter
Est. Return
+9.8%
1 Year Est. Return
+16.85%
3 Year Est. Return
+69.06%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$10.3B
AUM Growth
+$1.98B
(+24%)
Cap. Flow
+$1.26B
Cap. Flow
% of AUM
12.23%
Top 10 Holdings %
Top 10 Hldgs %
19.34%
Holding
1,225
New
161
Increased
701
Reduced
269
Closed
46
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Morningstar Total Stock Market ETF
VTI
|
+$347M |
| 2 |
Vanguard Total Bond Market
BND
|
+$68.5M |
| 3 |
Vanguard Short-Term Bond ETF
BSV
|
+$67.9M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$60M |
| 5 |
Vanguard Total International Stock ETF
VXUS
|
+$49.8M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street Technology Select Sector SPDR ETF
XLK
|
+$220M |
| 2 |
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
|
+$73M |
| 3 |
Costco
COST
|
+$58M |
| 4 |
Amazon
AMZN
|
+$53.2M |
| 5 |
Goldman Sachs
GS
|
+$22.4M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 47.4% |
| 2 | Technology | 16.8% |
| 3 | Financials | 7.55% |
| 4 | Industrials | 6.01% |
| 5 | Healthcare | 5.77% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
326
Interface
TILE
$2.23B
| $6.86M | 0.07% |
327,903
+14,981
| +5% | +$297K |
|
327
Moog Inc Class A
MOG.A
$11.9B
| $6.86M | 0.07% |
37,896
-800
| -2% | -$140K |
|
328
CrowdStrike
CRWD
$224B
| $6.84M | 0.07% |
53,744
+10,128
| +23% | +$1.1M |
|
329
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15B
| $6.73M | 0.07% |
72,611
+28,012
| +63% | +$2.52M |
|
330
SPS Commerce
SPSC
$3.06B
| $6.65M | 0.06% |
48,828
-77,379
| -61% | -$10.7M |
|
|
JBTM
331
JBT Marel
JBTM
$6.14B
| $6.6M | 0.06% |
+54,898
| New | +$6.13M |
|
332
Fidelity Total Bond ETF
FBND
$28B
| $6.59M | 0.06% |
144,076
-2,613
| -2% | -$118K |
|
333
Cohen & Steers
CNS
$4.25B
| $6.52M | 0.06% |
86,498
-1,247
| -1% | -$95.8K |
|
334
Inspire Medical Systems
INSP
$1.78B
| $6.48M | 0.06% |
49,960
+15,576
| +45% | +$2.26M |
|
335
BJs Wholesale Club
BJ
$11.4B
| $6.46M | 0.06% |
59,900
+2,604
| +5% | +$297K |
|
336
Federal Signal
FSS
$7.21B
| $6.43M | 0.06% |
+60,380
| New | +$5.38M |
|
337
First Trust Nasdaq Artificial Intelligence and Robotics ETF
ROBT
$785M
| $6.43M | 0.06% |
133,034
-2,274
| -2% | -$98.1K |
|
338
Schwab US Mid-Cap ETF
SCHM
$14.9B
| $6.41M | 0.06% |
228,624
-1,836
| -0.8% | -$48.4K |
|
339
Union Pacific
UNP
$183B
| $6.38M | 0.06% |
27,749
+508
| +2% | +$113K |
|
340
iShares MBS ETF
MBB
$39B
| $6.38M | 0.06% |
67,938
+15,495
| +30% | +$1.44M |
|
341
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
$2.96B
| $6.31M | 0.06% |
125,731
+7,693
| +7% | +$376K |
|
342
MSCI
MSCI
$41.5B
| $6.21M | 0.06% |
10,772
+211
| +2% | +$117K |
|
343
iShares US Treasury Bond ETF
GOVT
$44.3B
| $6.19M | 0.06% |
269,152
+10,927
| +4% | +$249K |
|
344
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$7.62B
| $6.16M | 0.06% |
61,517
+472
| +0.8% | +$47.2K |
|
345
T-Mobile US
TMUS
$195B
| $6.16M | 0.06% |
25,857
+13,910
| +116% | +$3.4M |
|
346
iShares Core Dividend Growth ETF
DGRO
$43.6B
| $6.13M | 0.06% |
95,908
+1,872
| +2% | +$114K |
|
347
United Parcel Service
UPS
$89.6B
| $6.12M | 0.06% |
60,614
+27,855
| +85% | +$2.74M |
|
348
iShares Morningstar Mid-Cap Growth ETF
IMCG
$4.1B
| $6.1M | 0.06% |
+76,060
| New | +$5.66M |
|
349
Insulet
PODD
$10.1B
| $6.08M | 0.06% |
19,336
+923
| +5% | +$266K |
|
350
Invesco S&P SmallCap Value with Momentum ETF
XSVM
$653M
| $6.03M | 0.06% |
116,026
-7,561
| -6% | -$373K |
|
Similar funds
CM
CIA
AWS
FHA
MME
MC
NFC
AAS
Congress Wealth Management's Q2 2025 Portfolio in Review
As of Q2 2025, Congress Wealth Management held 1,225 positions worth $10.3B, up 24% from $8.34B the previous quarter. Its ten largest holdings account for 19% of the portfolio.
Congress Wealth Management deployed $1.26B of net new capital in Q2 2025, opening 161 new positions and adding to 701 existing holdings. Its largest new stake was State Street SPDR Bloomberg Short Term International Treasury Bond ETF: 1,092,802 shares worth $30.7M.
By sector, the portfolio is most concentrated in Miscellaneous at 47% of assets, up from 46% a quarter earlier, followed by Technology and Financials.
On the sell side, the largest reduction was State Street Technology Select Sector SPDR ETF, an estimated $220M trimmed.
- Congress Wealth Management's largest Q2 2025 buy was State Street SPDR Bloomberg Short Term International Treasury Bond ETF: 1,092,802 shares worth $30.7M.
- Congress Wealth Management added most to Vanguard Morningstar Total Stock Market ETF in Q2 2025, an estimated $347M increase.
- Congress Wealth Management's biggest Q2 2025 reduction was State Street Technology Select Sector SPDR ETF, cutting an estimated $220M.
- Congress Wealth Management fully exited DexCom in Q2 2025, selling an estimated $10.2M.
- Congress Wealth Management's ten largest holdings make up 19% of its $10.3B portfolio in Q2 2025.
- Congress Wealth Management opened 161 new positions and closed 46 in Q2 2025.
- Congress Wealth Management's portfolio value rose 24% quarter-over-quarter to $10.3B.
Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.