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 | |
|---|---|---|---|---|---|---|
351
Champion Homes
SKY
$4.9B
| $6.03M | 0.06% |
96,289
-2,502
| -3% | -$195K |
|
352
iShares S&P 500 Growth ETF
IVW
$76.8B
| $6.01M | 0.06% |
54,546
+9,719
| +22% | +$962K |
|
353
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.8B
| $5.96M | 0.06% |
139,418
-11,348
| -8% | -$458K |
|
354
Copart
CPRT
$30.5B
| $5.94M | 0.06% |
121,095
-217,951
| -64% | -$12.2M |
|
355
iShares Russell 2000 Growth ETF
IWO
$14.8B
| $5.92M | 0.06% |
20,700
-3,305
| -14% | -$870K |
|
356
Invesco Senior Loan ETF
BKLN
$6.78B
| $5.91M | 0.06% |
282,677
-14,273
| -5% | -$296K |
|
357
TSMC
TSM
$2.17T
| $5.91M | 0.06% |
26,095
+1,748
| +7% | +$324K |
|
358
Congress Large Cap Growth ETF
CAML
$387M
| $5.7M | 0.06% |
155,305
+19,954
| +15% | +$667K |
|
359
Iron Mountain
IRM
$35B
| $5.64M | 0.05% |
54,950
+25,391
| +86% | +$2.39M |
|
360
Danaher
DHR
$152B
| $5.63M | 0.05% |
28,492
+968
| +4% | +$188K |
|
361
Dow Inc
DOW
$22B
| $5.62M | 0.05% |
212,070
+19,913
| +10% | +$579K |
|
362
PepsiCo
PEP
$193B
| $5.61M | 0.05% |
42,458
+4,527
| +12% | +$610K |
|
363
iShares Bloomberg Roll Select Commodity Strategy ETF
CMDY
$658M
| $5.47M | 0.05% |
+108,421
| New | +$5.45M |
|
364
Invesco NASDAQ 100 ETF
QQQM
$104B
| $5.46M | 0.05% |
24,025
+3,039
| +14% | +$622K |
|
365
US Bancorp
USB
$97.3B
| $5.43M | 0.05% |
119,983
+47,201
| +65% | +$1.98M |
|
366
Valmont Industries
VMI
$9.19B
| $5.38M | 0.05% |
16,482
+2,426
| +17% | +$744K |
|
367
Coherent
COHR
$54.7B
| $5.34M | 0.05% |
59,806
+31,389
| +110% | +$2.26M |
|
368
Trane Technologies
TT
$98.8B
| $5.32M | 0.05% |
12,164
+8,028
| +194% | +$3.17M |
|
369
Kenvue
KVUE
$36.8B
| $5.29M | 0.05% |
252,980
+110,040
| +77% | +$2.5M |
|
370
Vanguard Intermediate-Term Bond ETF
BIV
$28.8B
| $5.28M | 0.05% |
68,223
-1,308
| -2% | -$99.6K |
|
371
SiriusXM
SIRI
$9.62B
| $5.27M | 0.05% |
229,406
+115,320
| +101% | +$2.48M |
|
372
Deere & Co
DE
$170B
| $5.24M | 0.05% |
10,309
+1,710
| +20% | +$837K |
|
373
Vanguard Financials ETF
VFH
$13.9B
| $5.23M | 0.05% |
41,103
+8,751
| +27% | +$1.04M |
|
374
Whirlpool
WHR
$2.68B
| $5.15M | 0.05% |
50,823
+23,355
| +85% | +$1.94M |
|
375
iShares US Consumer Staples ETF
IYK
$1.42B
| $5.14M | 0.05% |
72,925
+809
| +1% | +$57K |
|
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.