account_balance
Investment manager · 13F filer · SEC CIK 2001015
Concurrent Investment Advisors, LLC
Reported value$11.7Bas of Jun 30, 2026
Positions2,027 273 new, 97 sold out
Top 10 weight18.4%VOO alone is 3%
FiledJul 2727 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
VOOVanguard Index FDS
3.2%Added +58%
AAPLApple Inc
2.8%Added +6%
NVDANvidia Corporation
2.5%Added +7%
MSFTMicrosoft Corp
2.1%Added +11%
SPYState STR SPDR S&P 500 ETF T
1.5%Added +23%
AMZNAmazon Com Inc
1.5%Added +10%
GOOGLAlphabet Inc
1.3%Added +16%
QQQInvesco QQQ Tr
1.3%Added +44%
IVViShares Tr
1.3%Added +24%
AVGOBroadcom Inc
1.0%Added +11%
VTIVanguard Index FDS
0.9%Added +65%
MUMicron Technology Inc
0.9%Trimmed −23%
VOOVanguard Index FDS
3.2%Added +58%
AAPLApple Inc
2.8%Added +6%
NVDA2.5%MSFT2.1%SPY1.5%AMZN1.5%GOOGL1.3%QQQ1.3%
IVV1.3%
AVGO1.0%VTI0.9%
MU0.9%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VOO Vanguard Index FDS 3.2% Added +58%
AAPL Apple Inc 2.8% Added +6%NVDA Nvidia Corporation 2.5% Added +7%MSFT Microsoft Corp 2.1% Added +11%SPY State STR SPDR S&P 500 ETF T 1.5% Added +23%AMZN Amazon Com Inc 1.5% Added +10%GOOGL Alphabet Inc 1.3% Added +16%QQQ Invesco QQQ Tr 1.3% Added +44%
IVV iShares Tr 1.3% Added +24%
AVGO Broadcom Inc 1.0% Added +11%VTI Vanguard Index FDS 0.9% Added +65%
MU Micron Technology Inc 0.9% Trimmed −23%What changed