Concurrent Investment Advisors
$9.2B 13F equity value
1,962 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| AAPL | APPLE INC | 1,067,360 | $267M | 2.9% |
| NVDA | NVIDIA CORPORATION | 1,368,739 | $239M | 2.6% |
| MSFT | MICROSOFT CORP | 580,993 | $215M | 2.3% |
| VOO | VANGUARD INDEX FDS | 344,117 | $206M | 2.2% |
| BIL | SPDR SERIES TRUST | 1,697,549 | $156M | 1.7% |
| FTSM | FIRST TR EXCHANGE-TRADED FD | 2,590,899 | $155M | 1.7% |
| AMZN | AMAZON COM INC | 656,416 | $137M | 1.5% |
| SPY | STATE STR SPDR S&P 500 ETF T | 190,608 | $124M | 1.4% |
| GOOGL | ALPHABET INC | 377,691 | $109M | 1.2% |
| GLD | SPDR GOLD TR | 247,238 | $106M | 1.2% |
Track Concurrent Investment Advisors's 13F portfolio: $9.2B in reported holdings, 1,962 positions. Top holdings and quarterly changes on SentiSense.