# EDGAR Filing Document

**Accession Number:** 0002031885
**File Stem:** 0002031885-25-000006
**Filing Date:** 2025-11
**Character Count:** 15545
**Document Hash:** 3e1fa927b4ea0244bdcab75caaffbdea
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002031885-25-000006.hdr.sgml**: 20251105

**ACCESSION NUMBER**: 0002031885-25-000006

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250930

**FILED AS OF DATE**: 20251105

**DATE AS OF CHANGE**: 20251105

**EFFECTIVENESS DATE**: 20251105

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Concord Asset Management, LLC/VA
- **CENTRAL INDEX KEY:** 0002031885

**ORGANIZATION NAME:**
- **EIN:** 853385319
- **STATE OF INCORPORATION:** VA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-24424
- **FILM NUMBER:** 251453064

**BUSINESS ADDRESS:**
- **STREET 1:** 955 WEST MAIN STREET
- **CITY:** ABINGDON
- **STATE:** VA
- **ZIP:** 24210
- **BUSINESS PHONE:** 276-628-5910

**MAIL ADDRESS:**
- **STREET 1:** 955 WEST MAIN STREET
- **CITY:** ABINGDON
- **STATE:** VA
- **ZIP:** 24210

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 09-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Concord Asset Management LLC/VA<br>**Address:** 955 WEST MAIN STREET<br>ABINGDON, VA 24210

**Form 13F File Number:** 028-24424

**CRD Number (if applicable):** 000310710

**SEC File Number (if applicable):** 801-119737

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Jonathan R. Weatherly<br>**Title:** Chief Compliance Officer<br>**Phone:** 276-628-5910

**Signature, Place, and Date of Signing:**

Jonathan R. Weatherly  Abingdon, VA  11-05-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 121

**Form 13F Information Table Value Total:** $550526951

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBOTT LABS | COM | 002824100 |  | 1625637 | 12137 | SH |  | SOLE |  | 0 | 0 | 12137 |
| ABBVIE INC | COM | 00287Y109 |  | 1302814 | 5627 | SH |  | SOLE |  | 0 | 0 | 5627 |
| AFLAC INC | COM | 001055102 |  | 1267939 | 11351 | SH |  | SOLE |  | 0 | 0 | 11351 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 7002994 | 28807 | SH |  | SOLE |  | 0 | 0 | 28807 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 1961795 | 8055 | SH |  | SOLE |  | 0 | 0 | 8055 |
| AMAZON COM INC | COM | 023135106 |  | 8468815 | 38570 | SH |  | SOLE |  | 0 | 0 | 38570 |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 |  | 16404389 | 218405 | SH |  | SOLE |  | 0 | 0 | 218405 |
| AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 |  | 8266449 | 83055 | SH |  | SOLE |  | 0 | 0 | 83055 |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | 025072349 |  | 6274798 | 86836 | SH |  | SOLE |  | 0 | 0 | 86836 |
| AMGEN INC | COM | 031162100 |  | 2577440 | 9133 | SH |  | SOLE |  | 0 | 0 | 9133 |
| APPLE INC | COM | 037833100 |  | 14752041 | 57935 | SH |  | SOLE |  | 0 | 0 | 57935 |
| APPLIED MATLS INC | COM | 038222105 |  | 2676573 | 13073 | SH |  | SOLE |  | 0 | 0 | 13073 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 |  | 2293314 | 7814 | SH |  | SOLE |  | 0 | 0 | 7814 |
| BANK AMERICA CORP | COM | 060505104 |  | 1357625 | 26316 | SH |  | SOLE |  | 0 | 0 | 26316 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 4070686 | 8097 | SH |  | SOLE |  | 0 | 0 | 8097 |
| BLACKROCK INC | COM | 09290D101 |  | 941346 | 807 | SH |  | SOLE |  | 0 | 0 | 807 |
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 |  | 891238 | 19761 | SH |  | SOLE |  | 0 | 0 | 19761 |
| BROADCOM INC | COM | 11135F101 |  | 9926696 | 30089 | SH |  | SOLE |  | 0 | 0 | 30089 |
| CADENCE DESIGN SYSTEM INC | COM | 127387108 |  | 1901722 | 5414 | SH |  | SOLE |  | 0 | 0 | 5414 |
| CATERPILLAR INC | COM | 149123101 |  | 3659900 | 7670 | SH |  | SOLE |  | 0 | 0 | 7670 |
| CHEVRON CORP NEW | COM | 166764100 |  | 1157723 | 7455 | SH |  | SOLE |  | 0 | 0 | 7455 |
| CHUBB LIMITED | COM | H1467J104 |  | 2217364 | 7856 | SH |  | SOLE |  | 0 | 0 | 7856 |
| CISCO SYS INC | COM | 17275R102 |  | 1155639 | 16890 | SH |  | SOLE |  | 0 | 0 | 16890 |
| CITIGROUP INC | COM NEW | 172967424 |  | 1254016 | 12355 | SH |  | SOLE |  | 0 | 0 | 12355 |
| COCA COLA CO | COM | 191216100 |  | 3984058 | 60073 | SH |  | SOLE |  | 0 | 0 | 60073 |
| COLGATE PALMOLIVE CO | COM | 194162103 |  | 1342759 | 16797 | SH |  | SOLE |  | 0 | 0 | 16797 |
| COMCAST CORP NEW | CL A | 20030N101 |  | 1137358 | 36199 | SH |  | SOLE |  | 0 | 0 | 36199 |
| CONOCOPHILLIPS | COM | 20825C104 |  | 3025803 | 31989 | SH |  | SOLE |  | 0 | 0 | 31989 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 2829103 | 3056 | SH |  | SOLE |  | 0 | 0 | 3056 |
| COTERRA ENERGY INC | COM | 127097103 |  | 794084 | 33576 | SH |  | SOLE |  | 0 | 0 | 33576 |
| CVS HEALTH CORP | COM | 126650100 |  | 2716260 | 36029 | SH |  | SOLE |  | 0 | 0 | 36029 |
| DARDEN RESTAURANTS INC | COM | 237194105 |  | 835016 | 4387 | SH |  | SOLE |  | 0 | 0 | 4387 |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 |  | 242075 | 6660 | SH |  | SOLE |  | 0 | 0 | 6660 |
| DISNEY WALT CO | COM | 254687106 |  | 2751895 | 24034 | SH |  | SOLE |  | 0 | 0 | 24034 |
| DOMINION ENERGY INC | COM | 25746U109 |  | 1283734 | 20986 | SH |  | SOLE |  | 0 | 0 | 20986 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 |  | 1494499 | 12077 | SH |  | SOLE |  | 0 | 0 | 12077 |
| EATON CORP PLC | SHS | G29183103 |  | 2651943 | 7086 | SH |  | SOLE |  | 0 | 0 | 7086 |
| ELI LILLY  CO | COM | 532457108 |  | 2478226 | 3248 | SH |  | SOLE |  | 0 | 0 | 3248 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 3752152 | 33279 | SH |  | SOLE |  | 0 | 0 | 33279 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 |  | 4546253 | 5709 | SH |  | SOLE |  | 0 | 0 | 5709 |
| GRAINGER W W INC | COM | 384802104 |  | 2244221 | 2355 | SH |  | SOLE |  | 0 | 0 | 2355 |
| HOME DEPOT INC | COM | 437076102 |  | 3809193 | 9401 | SH |  | SOLE |  | 0 | 0 | 9401 |
| ILLINOIS TOOL WKS INC | COM | 452308109 |  | 926350 | 3552 | SH |  | SOLE |  | 0 | 0 | 3552 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 1888857 | 6694 | SH |  | SOLE |  | 0 | 0 | 6694 |
| INTUIT | COM | 461202103 |  | 2433892 | 3564 | SH |  | SOLE |  | 0 | 0 | 3564 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 |  | 1423533 | 3183 | SH |  | SOLE |  | 0 | 0 | 3183 |
| INVESCO EXCH TRADED FD TR II | S SMLCAP HIG | 46138E131 |  | 1916045 | 142775 | SH |  | SOLE |  | 0 | 0 | 142775 |
| INVESCO EXCHANGE TRADED FD T | S MDCP QUALITY | 46137V472 |  | 8325906 | 79325 | SH |  | SOLE |  | 0 | 0 | 79325 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 802695 | 1337 | SH |  | SOLE |  | 0 | 0 | 1337 |
| ISHARES INC | EM MKTS DIV ETF | 464286319 |  | 2781543 | 93686 | SH |  | SOLE |  | 0 | 0 | 93686 |
| ISHARES INC | ASIA/PAC DIV ETF | 464286293 |  | 2705203 | 64333 | SH |  | SOLE |  | 0 | 0 | 64333 |
| ISHARES TR | SHORT TREAS BD | 464288679 |  | 30240428 | 273694 | SH |  | SOLE |  | 0 | 0 | 273694 |
| ISHARES TR | INTL DIV GRWTH | 46435G524 |  | 6161648 | 77340 | SH |  | SOLE |  | 0 | 0 | 77340 |
| ISHARES TR | CORE DIV GRWTH | 46434V621 |  | 5642379 | 82879 | SH |  | SOLE |  | 0 | 0 | 82879 |
| ISHARES TR | ESG MSCI KLD 400 | 464288570 |  | 347874 | 2762 | SH |  | SOLE |  | 0 | 0 | 2762 |
| ISHARES TR | MSCI USA MIN VOL | 46429B697 |  | 264489 | 2780 | SH |  | SOLE |  | 0 | 0 | 2780 |
| J P MORGAN EXCHANGE TRADED F | US QUALTY FCTR | 46641Q761 |  | 1128794 | 17943 | SH |  | SOLE |  | 0 | 0 | 17943 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 3383358 | 18247 | SH |  | SOLE |  | 0 | 0 | 18247 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 8218467 | 26055 | SH |  | SOLE |  | 0 | 0 | 26055 |
| KLA CORP | COM NEW | 482480100 |  | 1807736 | 1676 | SH |  | SOLE |  | 0 | 0 | 1676 |
| LAM RESEARCH CORP | COM NEW | 512807306 |  | 2310317 | 17254 | SH |  | SOLE |  | 0 | 0 | 17254 |
| LINDE PLC | SHS | G54950103 |  | 471532 | 993 | SH |  | SOLE |  | 0 | 0 | 993 |
| LOCKHEED MARTIN CORP | COM | 539830109 |  | 4054408 | 8122 | SH |  | SOLE |  | 0 | 0 | 8122 |
| MARSH  MCLENNAN COS INC | COM | 571748102 |  | 1215830 | 6033 | SH |  | SOLE |  | 0 | 0 | 6033 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 3035174 | 5336 | SH |  | SOLE |  | 0 | 0 | 5336 |
| MCDONALDS CORP | COM | 580135101 |  | 1924067 | 6331 | SH |  | SOLE |  | 0 | 0 | 6331 |
| MCKESSON CORP | COM | 58155Q103 |  | 2921748 | 3782 | SH |  | SOLE |  | 0 | 0 | 3782 |
| META PLATFORMS INC | CL A | 30303M102 |  | 8226532 | 11202 | SH |  | SOLE |  | 0 | 0 | 11202 |
| MICROSOFT CORP | COM | 594918104 |  | 15142470 | 29235 | SH |  | SOLE |  | 0 | 0 | 29235 |
| MORGAN STANLEY | COM NEW | 617446448 |  | 3790246 | 23844 | SH |  | SOLE |  | 0 | 0 | 23844 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 3483581 | 46146 | SH |  | SOLE |  | 0 | 0 | 46146 |
| NUSHARES ETF TR | NUVEEN ESG LRGVL | 67092P300 |  | 309112 | 7053 | SH |  | SOLE |  | 0 | 0 | 7053 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 17403997 | 93279 | SH |  | SOLE |  | 0 | 0 | 93279 |
| ORACLE CORP | COM | 68389X105 |  | 2008897 | 7143 | SH |  | SOLE |  | 0 | 0 | 7143 |
| PALO ALTO NETWORKS INC | COM | 697435105 |  | 1689028 | 8295 | SH |  | SOLE |  | 0 | 0 | 8295 |
| PEPSICO INC | COM | 713448108 |  | 996099 | 7093 | SH |  | SOLE |  | 0 | 0 | 7093 |
| PFIZER INC | COM | 717081103 |  | 1067856 | 41910 | SH |  | SOLE |  | 0 | 0 | 41910 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 2681474 | 17452 | SH |  | SOLE |  | 0 | 0 | 17452 |
| PROSHARES TR | S 500 DV ARIST | 74348A467 |  | 3920389 | 38036 | SH |  | SOLE |  | 0 | 0 | 38036 |
| PROSHARES TR | S TECH DIVIDEN | 74347G606 |  | 1218380 | 14085 | SH |  | SOLE |  | 0 | 0 | 14085 |
| QUALCOMM INC | COM | 747525103 |  | 996543 | 5990 | SH |  | SOLE |  | 0 | 0 | 5990 |
| S GLOBAL INC | COM | 78409V104 |  | 434831 | 893 | SH |  | SOLE |  | 0 | 0 | 893 |
| SALESFORCE INC | COM | 79466L302 |  | 2498457 | 10542 | SH |  | SOLE |  | 0 | 0 | 10542 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 |  | 1967928 | 72085 | SH |  | SOLE |  | 0 | 0 | 72085 |
| SERVICENOW INC | COM | 81762P102 |  | 1603128 | 1742 | SH |  | SOLE |  | 0 | 0 | 1742 |
| SKYWORKS SOLUTIONS INC | COM | 83088M102 |  | 459879 | 5974 | SH |  | SOLE |  | 0 | 0 | 5974 |
| SOUTHERN CO | COM | 842587107 |  | 3302432 | 34847 | SH |  | SOLE |  | 0 | 0 | 34847 |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 |  | 29791989 | 696237 | SH |  | SOLE |  | 0 | 0 | 696237 |
| SPDR INDEX SHS FDS | S INTL ETF | 78463X772 |  | 9633469 | 225608 | SH |  | SOLE |  | 0 | 0 | 225608 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 777432 | 1167 | SH |  | SOLE |  | 0 | 0 | 1167 |
| SPDR SERIES TRUST | PORTFOLIO SHORT | 78464A474 |  | 30320882 | 1001020 | SH |  | SOLE |  | 0 | 0 | 1001020 |
| SPDR SERIES TRUST | PORTFLI INTRMDIT | 78464A672 |  | 29701297 | 1027727 | SH |  | SOLE |  | 0 | 0 | 1027727 |
| SPDR SERIES TRUST | PORTFOLIO INTRMD | 78464A375 |  | 29572776 | 872611 | SH |  | SOLE |  | 0 | 0 | 872611 |
| SPDR SERIES TRUST | PRTFLO S GW | 78464A409 |  | 21335365 | 204147 | SH |  | SOLE |  | 0 | 0 | 204147 |
| SPDR SERIES TRUST | BLOOMBERG 1-3 MO | 78468R663 |  | 3096473 | 33749 | SH |  | SOLE |  | 0 | 0 | 33749 |
| SPDR SERIES TRUST | PORTFOLIO S | 78464A854 |  | 1475221 | 18831 | SH |  | SOLE |  | 0 | 0 | 18831 |
| SPDR SERIES TRUST | SPDR PORTFOLIO S | 78468R465 |  | 1202587 | 29916 | SH |  | SOLE |  | 0 | 0 | 29916 |
| SPDR SERIES TRUST | PORTFOLIO AGRGTE | 78464A649 |  | 294690 | 11400 | SH |  | SOLE |  | 0 | 0 | 11400 |
| SSGA ACTIVE ETF TR | BLACKSTONE SENR | 78467V608 |  | 828107 | 19916 | SH |  | SOLE |  | 0 | 0 | 19916 |
| SSGA ACTIVE TR | SPDR BLACKSTONE | 78470P846 |  | 29772274 | 1039172 | SH |  | SOLE |  | 0 | 0 | 1039172 |
| STEEL DYNAMICS INC | COM | 858119100 |  | 2609202 | 18713 | SH |  | SOLE |  | 0 | 0 | 18713 |
| TESLA INC | COM | 88160R101 |  | 3725864 | 8378 | SH |  | SOLE |  | 0 | 0 | 8378 |
| THE CIGNA GROUP | COM | 125523100 |  | 463369 | 1608 | SH |  | SOLE |  | 0 | 0 | 1608 |
| TJX COS INC NEW | COM | 872540109 |  | 2071120 | 14329 | SH |  | SOLE |  | 0 | 0 | 14329 |
| TRAVELERS COMPANIES INC | COM | 89417E109 |  | 2091089 | 7489 | SH |  | SOLE |  | 0 | 0 | 7489 |
| TRUIST FINL CORP | COM | 89832Q109 |  | 477728 | 10449 | SH |  | SOLE |  | 0 | 0 | 10449 |
| UNION PAC CORP | COM | 907818108 |  | 3328020 | 14080 | SH |  | SOLE |  | 0 | 0 | 14080 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 1784860 | 5169 | SH |  | SOLE |  | 0 | 0 | 5169 |
| VANECK ETF TRUST | SEMICONDUCTR ETF | 92189F676 |  | 2588708 | 7932 | SH |  | SOLE |  | 0 | 0 | 7932 |
| VANECK ETF TRUST | IG FLOATING RATE | 92189F486 |  | 459570 | 17973 | SH |  | SOLE |  | 0 | 0 | 17973 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 1236936 | 2020 | SH |  | SOLE |  | 0 | 0 | 2020 |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | 921946810 |  | 6311467 | 70464 | SH |  | SOLE |  | 0 | 0 | 70464 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 |  | 941204 | 6678 | SH |  | SOLE |  | 0 | 0 | 6678 |
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 |  | 442005 | 592 | SH |  | SOLE |  | 0 | 0 | 592 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 1446349 | 32909 | SH |  | SOLE |  | 0 | 0 | 32909 |
| VISA INC | COM CL A | 92826C839 |  | 2868279 | 8402 | SH |  | SOLE |  | 0 | 0 | 8402 |
| WALMART INC | COM | 931142103 |  | 2516219 | 24415 | SH |  | SOLE |  | 0 | 0 | 24415 |
| WELLS FARGO CO NEW | COM | 949746101 |  | 1268912 | 15139 | SH |  | SOLE |  | 0 | 0 | 15139 |
| WILLIAMS SONOMA INC | COM | 969904101 |  | 2321367 | 11877 | SH |  | SOLE |  | 0 | 0 | 11877 |
| WISDOMTREE TR | US MIDCAP DIVID | 97717W505 |  | 8652843 | 165446 | SH |  | SOLE |  | 0 | 0 | 165446 |
| XCEL ENERGY INC | COM | 98389B100 |  | 258161 | 3201 | SH |  | SOLE |  | 0 | 0 | 3201 |

---