Concorde Asset Management Increases Holdings in Top Stocks and ETFs During Q2 2026
Concorde Asset Management, Llc boosted its portfolio positions during the second quarter of 2026, increasing shares across multiple holdings including prominent exchange-traded funds (ETFs) like IVV, SPY, NVDA and several fixed-income ETFs.
As reported by insiderset.com on June 30th, 2026, Concorde Asset Management, Llc maintained a substantial portfolio valued at $167.4 million during the second quarter of 2026.
The investor's actions this period were characterized by significant increases across their holdings. They notably added shares to several prominent exchange-traded funds (ETFs) and fixed-income ETFs, suggesting a continued focus on broad diversification through these instruments.
Among the most substantial purchases was an increase in shares of ISHARES TR (IVV), raising its position by 100% during Q2. Similarly, Concorde significantly increased holdings in INVESCO EXCH TRADED FD TR II (SPMO) and INVESCO QQQ TR (QQQ). These additions to large-cap ETFs like IVV and SPY, along with the tech-focused QQQ, indicate confidence in broad market performance.
Concorde also demonstrated strong interest in fixed-income sectors by increasing positions in several First Trust Exchange-Traded Fund series. Notable purchases included FIRST TR EXCHANGE-TRADED FD (AIRR), FIRST TR EXCHANGE-TRADED FD (TDIV), and FIRST TR EXCHANGE-TRADED FD (GRID). These additions, which form a significant portion of the portfolio (Fixed Income ETFs are listed here) according to insiderset data, highlight their strategy.
In addition to ETFs, Concorde increased its stake in NVIDIA CORPORATION (NVDA), a leading Technology stock. This move aligns with the investor's allocation towards the Technology sector as disclosed by insiderset.
The investor also added positions to several other stocks, including PSEC (Financial Services), NXDT (Real Estate), MPW (Real Estate), FSK (Financial Services), DPG (Financial Services), RVT (Financial Services) and NBXG. These additions further diversify the portfolio beyond core ETFs.
Concorde Asset Management appears to have focused its Q2 purchases on expanding positions within established exchange-traded funds, particularly those tracking broad market indices or specific sectors like Technology and Fixed Income. There were no disclosed sales during this period, with all changes showing increases in existing holdings rather than reductions.