Managed by Concurrent Investment Advisors, Llc • Latest filing Q1 2026
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
| $221.9M |
| 428.5K |
| 0.00% |
| — |
| 6 | N NVDA — | $208.4M | 1.19M | 0.00% | — |
| 7 | M MSFT — | $205.6M | 413.2K | 0.00% | — |
| 8 | V VOO — | $193.2M | 323.3K | 0.00% | — |
| 9 | M MSFT — | $189.1M | 510.8K | 0.00% | — |
| 10 | A AAPL — | $174.8M | 702.2K | 0.00% | — |
| 11 | V VOO — | $168.2M | 268.2K | 0.00% | — |
| 12 | S SPY — | $157.5M | 230.9K | 0.00% | — |
| 13 | V VOO — | $151.1M | 246.8K | 0.00% | — |
| 14 | V VOO — | $145.6M | 256.4K | 0.00% | — |
| 15 | N NVDA — | $143.2M | 767.3K | 0.00% | — |
| 16 | S SPY — | $139.2M | 209.0K | 0.00% | — |
| 17 | A AAPL — | $137.1M | 633.2K | 0.00% | — |
| 18 | A AMZN — | $134.8M | 583.9K | 0.00% | — |
| 19 | A AAPL — | $133.1M | 664.8K | 0.00% | — |
| 20 | S SPY — | $125.8M | 203.6K | 0.00% | — |