Concurrent Investment Advisors
$8.5B Assets Reported
1,954 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 1,373,339 | $240M | 2.8% |
| VOO | VANGUARD INDEX FDS | 344,117 | $206M | 2.4% |
| BIL | SPDR SERIES TRUST | 1,697,549 | $156M | 1.8% |
| FTSM | FIRST TR EXCHANGE-TRADED FD | 2,590,899 | $155M | 1.8% |
| AMZN | AMAZON COM INC | 657,016 | $137M | 1.6% |
| SPY | STATE STR SPDR S&P 500 ETF T | 198,808 | $129M | 1.5% |
| GOOGL | ALPHABET INC | 377,691 | $109M | 1.3% |
| GLD | SPDR GOLD TR | 247,238 | $106M | 1.3% |
| IVV | ISHARES TR | 160,880 | $105M | 1.2% |
| AVGO | BROADCOM INC | 273,162 | $85M | 1.0% |
Track Concurrent Investment Advisors's 13F portfolio: $8.5B in reported holdings, 1,954 positions. Top holdings, AUM, and quarterly changes on SentiSense.