Concurrent Investment Advisors
$11.7B 13F equity value
2,121 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Concurrent Investment Advisors covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 543,613 | $373M | 3.2% |
| AAPL | APPLE INC | 1,133,468 | $323M | 2.8% |
| NVDA | NVIDIA CORPORATION | 1,463,389 | $293M | 2.5% |
| MSFT | MICROSOFT CORP | 644,821 | $241M | 2.1% |
| SPY | STATE STR SPDR S&P 500 ETF T | 234,947 | $175M | 1.5% |
| AMZN | AMAZON COM INC | 720,984 | $172M | 1.5% |
| GOOGL | ALPHABET INC | 437,581 | $156M | 1.3% |
| QQQ | INVESCO QQQ TR | 203,613 | $150M | 1.3% |
| IVV | ISHARES TR | 199,808 | $150M | 1.3% |
| AVGO | BROADCOM INC | 303,319 | $115M | 1.0% |
Track Concurrent Investment Advisors's 13F portfolio: $11.7B in reported holdings, 2,121 positions. Top holdings and quarterly changes on SentiSense.
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