Concurrent Investment Advisors, LLC
Q3 2026 13F filing
Updated 20 days ago3,438 disclosed positions worth $14.5B
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | A APPLE INC | $450.7M | 1.37M | 3.12% | Added(+963.3%) |
| 2 | N NVIDIA CORPORATION | $440.4M | 1.93M | 3.05% | Added(+811.9%) |
| 3 | V VANGUARD INDEX FDS | $399.2M | 569.6K | 2.76% | Added(+11.0%) |
| 4 | M MICROSOFT CORP | $367.1M | 715.7K | 2.54% | Added(+727.5%) |
| 5 | E ISHARES TR | $294M | 383.8K | 2.03% | Added(+171.6%) |
| 6 | A AMAZON COM INC | $236.6M | 949.8K | 1.64% | Added(+48.8%) |
| 7 | S STATE STR SPDR S&P 500 ETF T | $210M | 275.4K | 1.45% | Added(+3430.3%) |
| 8 | G ALPHABET INC | $176.6M | 513.3K | 1.22% | Added(+39.5%) |
| 9 | Q INVESCO QQQ TR | $155.1M | 209.6K | 1.07% | Added(+1172.9%) |
| 10 | E ISHARES TR | $130.6M | 1.35M | 0.90% | Added(+3121.5%) |
| 11 | V VANGUARD INDEX FDS | $122.6M | 567.4K | 0.85% | Added(+8148.9%) |
| 12 | V VANGUARD INDEX FDS | $115.3M | 308.2K | 0.80% | Added(+11.6%) |
| 13 | A BROADCOM INC | $111.3M | 317.0K | 0.77% | Added(+428.6%) |
| 14 | M META PLATFORMS INC | $111.3M | 153.5K | 0.77% | Added(+747.1%) |
| 15 | G ALPHABET INC | $110.8M | 325.1K | 0.77% | Added(+689.2%) |
| 16 | M MICRON TECHNOLOGY INC | $107.2M | 100.6K | 0.74% | Added(+16.3%) |
| 17 | V VANGUARD INDEX FDS | $102.8M | 1.14M | 0.71% | Added(+4178.6%) |
| 18 | V VANGUARD WORLD FD | $95.9M | 763.2K | 0.66% | Added(+236.3%) |
| 19 | J JPMORGAN CHASE & CO | $95.9M | 289.7K | 0.66% | Added(+569.4%) |
| 20 | S SELECT SECTOR SPDR TR | $92.4M | 471.9K | 0.64% | Added(+29.6%) |
| 21 | E ISHARES TR | $91.8M | 970.6K | 0.63% | Added(+966.5%) |
| 22 | E ISHARES TR | $89.8M | 2.04M | 0.62% | Added(+1141.7%) |
| 23 | E ISHARES TR | $83.9M | 617.1K | 0.58% | Added(+8967.9%) |
| 24 | X EXXONMOBIL HOLDINGS CORP | $74.5M | 457.6K | 0.52% | — |
| 25 | E ISHARES TR | $73.6M | 1.02M | 0.51% | Added(+4752.5%) |
| 26 | L ELI LILLY & CO | $72M | 62.3K | 0.50% | Added(+595.6%) |
| 27 | E ISHARES INC | $70.7M | 870.9K | 0.49% | Added(+49.1%) |
| 28 | W WALMART INC | $68.3M | 657.6K | 0.47% | Added(+12.8%) |
| 29 | V VANGUARD INTL EQUITY INDEX F | $65.8M | 1.11M | 0.45% | Added(+4580.1%) |
| 30 | V VANGUARD TAX-MANAGED FDS | $64.4M | 911.6K | 0.45% | Added(+1468.8%) |
| 31 | B VANGUARD SPECIALIZED FUNDS | $63.8M | 273.5K | 0.44% | Added(+7008.3%) |
| 32 | H VANECK ETF TRUST | $61.1M | 100.3K | 0.42% | Added(+24983.8%) |
| 33 | A ADVANCED MICRO DEVICES INC | $61M | 99.7K | 0.42% | Added(+34.0%) |
| 34 | E ISHARES TR | $60.1M | 242.5K | 0.42% | Added(+2584.2%) |
| 35 | J JOHNSON & JOHNSON | $59.1M | 223.3K | 0.41% | Added(+648.5%) |
| 36 | G SPDR GOLD TR | $54.7M | 143.6K | 0.38% | Added(+26.0%) |
| 37 | V VISA INC | $54.7M | 152.1K | 0.38% | Added(+75970.5%) |
| 38 | P PALANTIR TECHNOLOGIES INC | $54.4M | 290.7K | 0.38% | Added(+58.3%) |
| 39 | E ISHARES TR | $54.1M | 380.0K | 0.37% | Added(+384.1%) |
| 40 | B BERKSHIRE HATHAWAY INC DEL | $53.4M | 107.3K | 0.37% | Added(+856.8%) |
| 41 | F FIRST TR EXCHANGE-TRADED FD | $53.4M | 1.10M | 0.37% | Trimmed(-6.9%) |
| 42 | S SPDR SERIES TRUST | $52.6M | 573.6K | 0.36% | Added(+1168.0%) |
| 43 | F FIDELITY MERRIMACK STR TR | $50.7M | 1.17M | 0.35% | Added(+145.3%) |
| 44 | E INVESCO EXCH TRADED FD TR II | $50.4M | 165.3K | 0.35% | Added(+3343.3%) |
| 45 | E ISHARES TR | $49.2M | 215.4K | 0.34% | Added(+181.6%) |
| 46 | E ISHARES TR | $48M | 383.0K | 0.33% | Added(+2388.7%) |
| 47 | E ISHARES TR | $47.6M | 458.3K | 0.33% | Added(+7022.6%) |
| 48 | C CROWDSTRIKE HLDGS INC | $47.2M | 178.3K | 0.33% | Added(+10325.1%) |
| 49 | I ISHARES TR | $45.9M | 237.0K | 0.32% | Added(+5214.6%) |
| 50 | G GE VERNOVA INC | $45.3M | 47.7K | 0.31% | Added(+2011.5%) |