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Concurrent Investment Advisors, LLC 13F holdings

Filed 2026-07-27 · Concurrent Investment Advisors, LLC · 3,680 positions · $11.8B

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TickerCompanySharesValue% of portfolio
VOOVANGUARD INDEX FDS513.1K$352.4M3.0%
AAPLAPPLE INC1.0M$286.1M2.4%
NVDANVIDIA CORPORATION1.3M$250.5M2.1%
MSFTMICROSOFT CORP558.3K$208.3M1.8%
SPYSTATE STR SPDR S&P 500 ETF T223.5K$166.9M1.4%
AMZNAMAZON COM INC638.4K$152.2M1.3%
QQQINVESCO QQQ TR187.1K$137.8M1.2%
GOOGLALPHABET INC367.9K$131.5M1.1%
IVVISHARES TR141.3K$105.8M0.9%
VTVVANGUARD INDEX FDS476.5K$103.8M0.9%
VTIVANGUARD INDEX FDS276.1K$102.2M0.9%
MUMICRON TECHNOLOGY INC86.5K$99.9M0.8%
AVGOBROADCOM INC243.3K$91.9M0.8%
VUGVANGUARD INDEX FDS1.0M$90.2M0.8%
IEFAISHARES TR890.5K$86.0M0.7%
GOOGALPHABET INC242.7K$85.8M0.7%
IJRISHARES TR535.3K$79.4M0.7%
JPMJPMORGAN CHASE & CO233.8K$76.5M0.7%
XLKSELECT SECTOR SPDR TR364.2K$69.4M0.6%
METAMETA PLATFORMS INC118.5K$66.8M0.6%
WMTWALMART INC583.2K$66.0M0.6%
VWOVANGUARD INTL EQUITY INDEX F1.1M$63.8M0.5%
IJHISHARES TR804.5K$62.0M0.5%
AGGISHARES TR622.1K$61.6M0.5%
LMBSFIRST TR EXCHANGE-TRADED FD1.2M$58.9M0.5%
BONDPIMCO ETF TR602.4K$55.5M0.5%
VIGVANGUARD SPECIALIZED FUNDS231.3K$54.7M0.5%
IWDISHARES TR213.8K$51.8M0.4%
JNJJOHNSON & JOHNSON202.9K$51.5M0.4%
VEAVANGUARD TAX-MANAGED FDS712.8K$50.8M0.4%
ACWIISHARES INC584.1K$48.4M0.4%
SMHVANECK ETF TRUST73.6K$48.3M0.4%
IWMISHARES TR156.1K$46.9M0.4%
LLYELI LILLY & CO37.9K$45.4M0.4%
BRK-BBERKSHIRE HATHAWAY INC DEL90.6K$45.3M0.4%
CSCOCISCO SYS INC382.5K$44.9M0.4%
BACBANK OF AMER CORP779.9K$44.4M0.4%
IVVISHARES TR58.5K$43.8M0.4%
FBNDFIDELITY MERRIMACK STR TR958.7K$43.6M0.4%
AMDADVANCED MICRO DEVICES INC74.4K$43.2M0.4%
EFAISHARES TR412.1K$42.8M0.4%
CATCATERPILLAR INC39.9K$42.5M0.4%
FTCSFIRST TR EXCHANGE-TRADED FD451.9K$42.4M0.4%
FVFIRST TR EXCHANGE TRADED FD557.7K$42.3M0.4%
NVDANVIDIA CORPORATION211.5K$42.3M0.4%
VCITVANGUARD SCOTTSDALE FDS511.1K$42.2M0.4%
GLDSPDR GOLD TR114.0K$42.0M0.4%
IWFISHARES TR332.9K$41.3M0.4%
TLTISHARES TR475.5K$41.1M0.3%
SPYGSPDR SERIES TRUST328.9K$39.1M0.3%
HDHOME DEPOT INC108.0K$38.1M0.3%
SCHGSCHWAB STRATEGIC TR1.1M$37.8M0.3%
AAPLAPPLE INC128.8K$37.3M0.3%
SPYMSPDR SERIES TRUST398.8K$35.0M0.3%
LRCXLAM RESEARCH CORP78.5K$34.0M0.3%
BILSPDR SERIES TRUST364.2K$33.4M0.3%
VVISA INC96.8K$33.2M0.3%
IWRISHARES TR299.2K$33.0M0.3%
QQQMINVESCO EXCH TRADED FD TR II107.9K$32.7M0.3%
MSFTMICROSOFT CORP86.5K$32.3M0.3%
Top Fund Holdings
13F
Top Fund Holdings

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