Concorde Funds Inc

Concorde Funds Inc (CIK 822519) is an SEC-registered fund company with 1 reporting fund series and $45.0M in net assets as of 2026-03-31.

Registrant

Fund series (1)

SeriesNet assets
Concorde Wealth Management Fund$45.0M

Largest reported holdings (across all series)

HoldingValue
Texas Pacific Land Corp$2.8M
MSILF Government Portfolio$2.2M
Sprott Physical Gold Trust$2.1M
US TREASURY N/B$2.0M
Black Stone Minerals LP$1.5M
TICEMORAN$1.5M
LLR EQUITY PARTNERS V, L.P.$1.5M
Energy Transfer LP$1.4M
Exxon Mobil Corp$1.3M
Diamondback Energy Inc$1.3M
Expand Energy Corp$1.3M
Occidental Petroleum Corp$1.2M
JPMorgan Chase & Co$1.2M
Victory Pioneer ILS Interval F$1.2M
Invesco Government & Agency Po$1.1M

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