Congress Wealth Management LLC / DE /

CIK

1904976

Location

BOSTON, MA

Portfolio Value

Mid $9,145,618,542

Diversification

Diversified

Reports for

Aristotle CAM Capital Group VanHulzen

Filing Date

Global Rank

#472 / 8,125 ▲ 38 · as of Jun 2025

Top Industry

Software - Infrastructure 7.1%

Period ended 1 year ago

Filed Aug 13, 2025 · 1y

15 quarters · since Dec 2021

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

829 tracked positions · as of Jun 30, 2025 · Δ vs Mar 31, 2025

Top Position

7.0%

+1.5 pts

Top 5

18.8%

+3.6 pts

Top 10

27.7%

+3.4 pts

HHI

135

Diversified+28

Portfolio Trend

15 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2025

Sector	% Portfolio	Value	Positions
Unclassified	38.5%	$3,519,871,539	115
Technology	18.7%	$1,710,394,811	119
Financial Services	11.0%	$1,009,415,897	121
Industrials	6.8%	$618,501,763	109
Healthcare	6.5%	$591,904,166	85
Communication Services	5.0%	$453,967,561	28
Consumer Cyclical	4.5%	$411,718,731	74
Consumer Defensive	3.5%	$322,967,331	45
Energy	2.3%	$213,983,126	39
Basic Materials	1.7%	$153,573,927	34
Real Estate	0.8%	$70,650,968	32
Utilities	0.8%	$68,668,722	28

Last Quarter's Activity

Export CSV

Jun 30, 2025 vs Mar 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
BIV	Vanguard Intermediate-Term Bond ETF	+1,809,420	1,970,755	$150,016,231
VB	Vanguard Morningstar Small-Cap ETF	+1,578,889	2,242,188	$637,038,768
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+1,349,144	7,715,104	$1,655,126
VXUS	Vanguard Total International Stock ETF	+766,492	836,166	$57,770,708
JA	Janus Henderson AA-A CLO ETF	+753,092	4,925,340	$239,225,974
ABI	VictoryShares Pioneer Asset-Based Income ETF	+710,138	1,809,429	$196,287,068
AGNG	Global X Funds Global X Aging Population ETF	+394,574	1,747,608	$70,925,747
BNDW	Vanguard Total World Bond ETF	+359,550	1,816,735	$164,645,546
VIG	Vanguard Dividend Appreciation ETF	+330,960	723,748	$104,464,183
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	+321,394	835,374	$42,724,562
VEU	Vanguard FTSE All-World Ex-US ETF	+284,398	810,941	$49,013,168
AKRE	Akre Focus ETF	+271,964	3,142,754	$81,899,541
FNDA	Schwab Fundamental U.S. Small Company ETF	+269,402	5,510,683	$146,083,914
AOHY	Angel Oak High Yield Opportunities ETF	+268,713	8,037,342	$97,927,619
ORLY	O Reilly Automotive Inc	+256,793	275,096	$24,794,402
FBCG	Fidelity Blue Chip Growth ETF	+229,125	979,060	$65,613,355
FAST	Fastenal Co	+215,856	219,388	$9,214,296
AIRR	First Trust RBA American Industrial Renaissance ETF	+194,292	338,034	$19,257,890
PFE	Pfizer Inc	+180,608	708,407	$17,171,785
AAPL	Apple Inc.	+161,537	1,922,034	$394,343,715
NVDA	Nvidia Corp	+157,345	1,275,965	$201,589,710
ARCC	Ares Capital Corp	+155,477	579,322	$12,721,911
GOOGL	Alphabet Inc.	+151,863	761,273	$134,548,949
WELL	Welltower Inc.	+150,687	152,746	$23,481,642
—		+143,633	294,365	$53,467,177
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	−1,399,787	5,095,946	$153,705,486
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	−454,465	3,956,434	$0
—		−419,473	1,051,723	$89,209,247
BKR	Baker Hughes Co	−333,028	20,499	$785,931
IVZ	Invesco Ltd.	−286,572	1,376,809	$75,863,845
AMZN	Amazon Com Inc	−268,865	88,614	$19,441,025
PLRX	Pliant Therapeutics, Inc.	−222,391	199,920	$231,907
CPRT	Copart Inc	−217,951	121,095	$5,942,131
GLDM	World Gold Trust	−148,629	947,412	$62,074,434
BKF	iShares MSCI BIC ETF	−113,135	777,169	$88,043,336
—		−98,671	16,473	$0
LRN	Stride, Inc.	−90,593	70,865	$10,288,889
SPSC	Sps Commerce Inc	−77,379	48,828	$6,645,002
JNJ	Johnson & Johnson	−76,836	101,880	$15,562,170
SAFT	Safety Insurance Group Inc	−65,707	25,957	$2,060,726
NEO	Neogenomics Inc	−59,050	22,540	$164,767
COST	Costco Wholesale Corp /New	−58,339	4,407	$4,362,665
USFD	US Foods Holding Corp.	−56,603	144,423	$11,122,015
RMD	Resmed Inc	−53,595	1,675	$432,150
ONTO	Onto Innovation Inc.	−52,353	3,447	$347,905
QQQ	Invesco Qqq Trust, Series 1	−44,753	33,593	$18,531,242
P	Everpure, Inc.	−43,693	164,768	$9,487,341
GS	Goldman Sachs Group Inc	−38,601	17,305	$12,247,613
HALO	Halozyme Therapeutics, Inc.	−35,563	245,177	$12,754,107
CRM	Salesforce, Inc.	−30,785	44,467	$12,125,706
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
ESBG	First Trust Enhanced Stocks, Bonds & Gold ETF	807,532	$19,921,814
EHC	Encompass Health Corp	109,643	$13,445,521
TKO	TKO Group Holdings, Inc.	72,406	$13,174,271
NET	Cloudflare, Inc.	54,131	$10,600,473
PINS	Pinterest, Inc.	241,915	$8,675,071
UTI	Universal Technical Institute Inc	251,653	$8,528,520
CAVA	Cava Group, Inc.	87,383	$7,360,270
AAAA	Amplius Aggressive Asset Allocation ETF	161,217	$7,278,947
JBTM	JBT MAREL Corp	54,898	$6,602,033
FSS	Federal Signal Corp /De/	60,380	$6,425,639
AGRH	iShares Interest Rate Hedged U.S. Aggregate Bond ETF	108,421	$5,468,429
CG	Carlyle Group Inc.	89,608	$4,605,851
FIVE	Five Below, Inc	34,999	$4,591,168
—		28,677	$4,579,716
MGRC	Mcgrath Rentcorp	31,711	$3,677,207
SYF	Synchrony Financial	53,410	$3,564,583
HWKN	Hawkins Inc	24,923	$3,541,558
FDS	Factset Research Systems Inc	7,885	$3,526,802
LAUR	Laureate Education, Inc.	140,470	$3,284,188
PCAR	Paccar Inc	29,389	$2,793,718
ACGO	Hartford Alpha Capture Growth ETF	77,537	$2,626,178
ALSN	Allison Transmission Holdings Inc	26,143	$2,483,323
AGX	Argan Inc	10,070	$2,220,233
BRBR	Bellring Brands, Inc.	36,322	$2,104,133
ASTS	AST SpaceMobile, Inc.	38,556	$1,801,721
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
DXCM	Dexcom Inc	148,679	$10,153,288
SAIA	Saia Inc	27,483	$9,603,384
IDCC	InterDigital, Inc.	45,777	$9,464,394
VCEL	Vericel Corp	182,866	$8,159,480
CRTO	Criteo S.A.	180,976	$6,408,360
OII	Oceaneering International Inc	210,298	$4,586,599
CHH	Choice Hotels International Inc /De	22,208	$2,948,778
WERN	Werner Enterprises Inc	69,808	$2,045,374
OGN	Organon & Co.	116,110	$1,728,877
ELV	Elevance Health, Inc.	2,475	$1,076,526
CPAY	Corpay, Inc.	1,947	$678,957
CHDN	Churchill Downs Inc	5,783	$642,317
LINE	Lineage, Inc.	9,373	$549,538
SRE	Sempra	6,742	$481,109
HOG	Harley-Davidson, Inc.	17,002	$429,300
PKX	Posco Holdings Inc.	7,381	$350,818
VMC	Vulcan Materials CO	1,490	$347,617
BAP	Credicorp Ltd	1,854	$345,140
MMYT	MakeMyTrip Ltd	3,163	$309,942
VVV	Valvoline Inc	8,419	$293,065
COKE	Coca-Cola Consolidated, Inc.	194	$261,900
PDD	PDD Holdings Inc.	2,005	$237,291
BHB	Bar Harbor Bankshares	7,885	$232,607
FOF	Cohen & Steers Closed-End Opportunity Fund, Inc.	19,108	$230,633
NMIH	NMI Holdings, Inc.	6,148	$221,635
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

829 tracked positions · $9,145,618,542 total · filing declares 1,179 positions · $10,320,384,907 · as of Jun 30, 2025

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 829 positions by value · page 1 of 17

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
VB	Vanguard Morningstar Small-Cap ETF	Added	2,242,188	+1,578,889	$637,038,768	+358.5%	6.97%
AAPL	Apple Inc. Technology	Added	1,922,034	+161,537	$394,343,715	+0.8%	4.31%
MSFT	Microsoft Corp Technology	Added	490,591	+78,719	$244,024,869	+57.8%	2.67%
JA	Janus Henderson AA-A CLO ETF	Added	4,925,340	+753,092	$239,225,974	+19.5%	2.62%
NVDA	Nvidia Corp Technology	Added	1,275,965	+157,345	$201,589,710	+66.3%	2.20%
ABI	VictoryShares Pioneer Asset-Based Income ETF	Added	1,809,429	+710,138	$196,287,068	+34.4%	2.15%
BNDW	Vanguard Total World Bond ETF	Added	1,816,735	+359,550	$164,645,546	+29.3%	1.80%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Reduced	5,095,946	-1,399,787	$153,705,486	−20.6%	1.68%
STT	State Street Corp Financial Services	Added	2,883,268	+16,905	$151,196,596	+5.8%	1.65%
BIV	Vanguard Intermediate-Term Bond ETF	Added	1,970,755	+1,809,420	$150,016,231	+1118.9%	1.64%
FNDA	Schwab Fundamental U.S. Small Company ETF	Added	5,510,683	+269,402	$146,083,914	+13.4%	1.60%
GOOGL	Alphabet Inc. Communication Services	Added	761,273	+151,863	$134,548,949	+42.2%	1.47%
META	Meta Platforms, Inc. Communication Services	Added	176,762	+38,432	$130,466,264	+63.6%	1.43%
VIG	Vanguard Dividend Appreciation ETF	Added	723,748	+330,960	$104,464,183	+48.7%	1.14%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	186,161	+56,827	$99,899,513	+28.6%	1.09%
AOHY	Angel Oak High Yield Opportunities ETF	Added	8,037,342	+268,713	$97,927,619	+4.5%	1.07%
ACSG	American Century Small Cap Growth Insights ETF	Added	1,342,080	+20,693	$92,548,346	+15.7%	1.01%
		Reduced	1,051,723	-419,473	$89,209,247	−9.3%	0.98%
BKF	iShares MSCI BIC ETF	Reduced	777,169	-113,135	$88,043,336	+9.9%	0.96%
AVGO	Broadcom Inc. Technology	Added	305,952	+59,778	$84,335,668	+104.6%	0.92%
V	Visa Inc. Financial Services	Added	231,511	+46,466	$82,197,980	+26.7%	0.90%
KO	Coca Cola Co Consumer Defensive	Added	1,159,362	+9,756	$82,024,861	−0.4%	0.90%
AKRE	Akre Focus ETF	Added	3,142,754	+271,964	$81,899,541	+12.5%	0.90%
JPM	Jpmorgan Chase & Co Financial Services	Added	263,716	+20,959	$76,453,905	+28.4%	0.84%
IVZ	Invesco Ltd. Financial Services	Reduced	1,376,809	-286,572	$75,863,845	−8.9%	0.83%
EDV	Vanguard World Funds Extended Duration ETF	Added	417,351	+30,301	$72,116,891	+11.1%	0.79%
AGNG	Global X Funds Global X Aging Population ETF	Added	1,747,608	+394,574	$70,925,747	+42.5%	0.78%
FBCG	Fidelity Blue Chip Growth ETF	Added	979,060	+229,125	$65,613,355	+15.8%	0.72%
GLDM	World Gold Trust	Reduced	947,412	-148,629	$62,074,434	−8.5%	0.68%
VIGI	Vanguard International Dividend Appreciation ETF	Added	477,609	+13,339	$61,247,212	+6.7%	0.67%
BUYZ	Franklin Disruptive Commerce ETF	Added	2,235,570	+57,037	$58,949,178	+7.2%	0.64%
VXUS	Vanguard Total International Stock ETF	Added	836,166	+766,492	$57,770,708	+1235.2%	0.63%
SPY	Spdr S&P 500 ETF Trust	Added	90,549	+16,379	$55,945,699	+34.8%	0.61%
		Added	294,365	+143,633	$53,467,177	+131.5%	0.58%
HD	Home Depot, Inc. Consumer Cyclical	Added	135,063	+19,079	$49,519,498	+16.5%	0.54%
VEU	Vanguard FTSE All-World Ex-US ETF	Added	810,941	+284,398	$49,013,168	+81.3%	0.54%
ETN	Eaton Corp plc Industrials	Added	127,921	+302	$45,666,517	+31.6%	0.50%
VCHY	Vanguard U.S. High-Yield Corporate Bond Index ETF	Added	891,034	+20,967	$44,792,279	+3.2%	0.49%
XOM	ExxonMobil Holdings Corp Energy	Added	402,340	+54,890	$43,372,252	+5.0%	0.47%
FCA	First Trust China AlphaDEX Fund	Added	723,322	+4,888	$43,196,789	+9.7%	0.47%
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	Added	835,374	+321,394	$42,724,562	+62.8%	0.47%
CTAS	Cintas Corp Industrials	Reduced	189,394	-17,912	$42,210,240	−0.9%	0.46%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	334,787	+13,611	$41,342,846	+5.7%	0.45%
CAPE	DoubleLine Shiller CAPE U.S. Equities ETF	Added	818,884	+91,085	$40,115,091	+12.9%	0.44%
		Added	702,311	+21,616	$38,795,659	+18.0%	0.42%
PH	Parker-Hannifin Corp Industrials	Added	55,449	+9,096	$38,729,463	+37.5%	0.42%
LLY	ELI LILLY & Co Healthcare	Reduced	49,047	-20,633	$38,233,607	−33.6%	0.42%
ADVE	Matthews Asia Dividend Active ETF	Added	1,283,470	+2,193	$37,984,372	+12.0%	0.42%
MA	Mastercard Inc Financial Services	Added	66,452	+31,174	$37,342,036	+93.1%	0.41%
ORCL	Oracle Corp Technology	Added	169,421	+18,648	$37,040,513	+75.7%	0.41%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.