Concurrent Investment Advisors, LLC
Q2 2026 13F filing
Updated 45 days ago3,680 disclosed positions worth $11.8B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VGES VANGUARD INDEX FDS | $352.4M | 513.1K | 3.00% | Added(+58.7%) |
| 2 | A AAPL APPLE INC | $286.1M | 1.00M | 2.43% | Added(+777.3%) |
| 3 | N NVDA NVIDIA CORPORATION | $250.5M | 1.25M | 2.13% | Added(+4.8%) |
| 4 | M MSFT MICROSOFT CORP | $208.3M | 558.3K | 1.77% | Added(+695.7%) |
| 5 | S SPY STATE STR SPDR S&P 500 ETF T | $166.9M | 223.5K | 1.42% | Added(+2802.4%) |
| 6 | A AMZN AMAZON COM INC | $152.2M | 638.4K | 1.29% | Added(+319100.0%) |
| 7 | Q QQQ INVESCO QQQ TR | $137.8M | 187.1K | 1.17% | Added(+36.5%) |
| 8 | G GOOGN ALPHABET INC | $131.5M | 367.9K | 1.12% | Added(+16.4%) |
| 9 | E ETHA ISHARES TR | $105.8M | 141.3K | 0.90% | Added(+273.3%) |
| 10 | V VGES VANGUARD INDEX FDS | $103.8M | 476.5K | 0.88% | Added(+8735.4%) |
| 11 | V VGES VANGUARD INDEX FDS | $102.2M | 276.1K | 0.87% | Added(+2406.6%) |
| 12 | M MU MICRON TECHNOLOGY INC | $99.9M | 86.5K | 0.85% | Added(+1376.7%) |
| 13 | A AVGO BROADCOM INC | $91.9M | 243.3K | 0.78% | Added(+121574.5%) |
| 14 | V VGES VANGUARD INDEX FDS | $90.2M | 1.05M | 0.77% | Added(+749.3%) |
| 15 | E ETHA ISHARES TR | $86M | 890.5K | 0.73% | Added(+2736.4%) |
| 16 | G GOOGN ALPHABET INC | $85.8M | 242.7K | 0.73% | Added(+5.3%) |
| 17 | E ETHA ISHARES TR | $79.4M | 535.3K | 0.68% | Added(+8314.6%) |
| 18 | J JPM-PM JPMORGAN CHASE & CO | $76.5M | 233.8K | 0.65% | Added(+629.8%) |
| 19 | S STT-PG SELECT SECTOR SPDR TR | $69.4M | 364.2K | 0.59% | Added(+20.8%) |
| 20 | M META META PLATFORMS INC | $66.8M | 118.5K | 0.57% | Added(+6.9%) |
| 21 | W WMT WALMART INC | $66M | 583.2K | 0.56% | Added(+773.7%) |
| 22 | V VGES VANGUARD INTL EQUITY INDEX F | $63.8M | 1.07M | 0.54% | Added(+4893.5%) |
| 23 | E ETHA ISHARES TR | $62M | 804.5K | 0.53% | Added(+52.0%) |
| 24 | E ETHA ISHARES TR | $61.6M | 622.1K | 0.52% | Added(+777.3%) |
| 25 | F FPF FIRST TR EXCHANGE-TRADED FD | $58.9M | 1.18M | 0.50% | Trimmed(-4.5%) |
| 26 | P PDI PIMCO ETF TR | $55.5M | 602.4K | 0.47% | Added(+369468.7%) |
| 27 | B BX VANGUARD SPECIALIZED FUNDS | $54.7M | 231.3K | 0.47% | Added(+6487.0%) |
| 28 | E ETHA ISHARES TR | $51.8M | 213.8K | 0.44% | Added(+10843.9%) |
| 29 | J JNJ JOHNSON & JOHNSON | $51.5M | 202.9K | 0.44% | Added(+23.8%) |
| 30 | V VGES VANGUARD TAX-MANAGED FDS | $50.8M | 712.8K | 0.43% | Added(+90.2%) |
| 31 | E ETHA ISHARES INC | $48.4M | 584.1K | 0.41% | Added(+325.9%) |
| 32 | H HODL VANECK ETF TRUST | $48.3M | 73.6K | 0.41% | Added(+18294.8%) |
| 33 | E ETHA ISHARES TR | $46.9M | 156.1K | 0.40% | Added(+15510.3%) |
| 34 | L LLY ELI LILLY & CO | $45.4M | 37.9K | 0.39% | Added(+292.4%) |
| 35 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $45.3M | 90.6K | 0.39% | Added(+21.4%) |
| 36 | C CSCO CISCO SYS INC | $44.9M | 382.5K | 0.38% | Added(+463.6%) |
| 37 | B BAC-PS BANK OF AMER CORP | $44.4M | 779.9K | 0.38% | Added(+2.6%) |
| 38 | E ETHA ISHARES TR | $43.8M | 58.5K | 0.37% | Added(+54.5%) |
| 39 | ? N/A FIDELITY MERRIMACK STR TR | $43.6M | 958.7K | 0.37% | Added(+116.7%) |
| 40 | A AMD ADVANCED MICRO DEVICES INC | $43.2M | 74.4K | 0.37% | Added(+531.6%) |
| 41 | E ETHA ISHARES TR | $42.8M | 412.1K | 0.36% | Added(+11413.6%) |
| 42 | C CAT CATERPILLAR INC | $42.5M | 39.9K | 0.36% | Added(+13.1%) |
| 43 | F FPF FIRST TR EXCHANGE-TRADED FD | $42.4M | 451.9K | 0.36% | Added(+31148.8%) |
| 44 | F FPF FIRST TR EXCHANGE TRADED FD | $42.3M | 557.7K | 0.36% | Added(+0.4%) |
| 45 | N NVDA NVIDIA CORPORATION | $42.3M | 211.5K | 0.36% | Trimmed(-82.3%) |
| 46 | V VGES VANGUARD SCOTTSDALE FDS | $42.2M | 511.1K | 0.36% | Added(+58.3%) |
| 47 | G GLD SPDR GOLD TR | $42M | 114.0K | 0.36% | Trimmed(-38.5%) |
| 48 | E ETHA ISHARES TR | $41.3M | 332.9K | 0.35% | Added(+22952.8%) |
| 49 | E ETHA ISHARES TR | $41.1M | 475.5K | 0.35% | Added(+8.5%) |
| 50 | S STT-PG SPDR SERIES TRUST | $39.1M | 328.9K | 0.33% | Added(+15605.4%) |