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Portfolio (Quarterly) Guide ↗

Concurrent Investment Advisors, LLC

· CIK 0002001015
13F Portfolio $8.8B AUM 3,051 positions Filed Jan 29, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 380 New 1095 Added 190 Reduced 99 Exited
Page 2 of 55  ·  1,095 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IVW ISHARES TR 452,635.0 $55.8M 0.64% +140K +45.0% $123.26 +10.9%
22 CGGR CAPITAL GROUP GROWTH ETF 1,243,134.0 $55.3M 0.63% +678K +119.9% $44.47 +2.9%
23 GLD SPDR GOLD TR Financial Services 139,161.0 $55.2M 0.63% +9K +6.9% $396.31 +7.8%
24 BOND PIMCO ETF TR 558,121.0 $51.9M 0.59% +53K +10.5% $93.08 -2.1%
25 BERKSHIRE HATHAWAY INC DEL 96,600.0 $48.6M 0.55% +17K +21.5% $502.65
26 VWO VANGUARD INTL EQUITY INDEX F 887,924.0 $47.7M 0.54% +406K +84.3% $53.76 +8.7%
27 TLT ISHARES TR 536,123.0 $46.7M 0.53% +33K +6.6% $87.16 -4.0%
28 BAC BANK AMERICA CORP Financial Services 819,094.0 $45.1M 0.51% +443K +117.6% $55.00 -9.5%
29 IEFA ISHARES TR 503,180.0 $45.0M 0.51% +78K +18.5% $89.46 +6.4%
30 CGDV CAPITAL GROUP DIVIDEND VALUE 1,025,742.0 $44.8M 0.51% +331K +47.7% $43.64 +9.6%
31 MU MICRON TECHNOLOGY INC Technology 152,926.0 $43.6M 0.50% +131K +603.2% $285.41 +171.9%
32 FTCS FIRST TR EXCHANGE-TRADED FD 470,218.0 $43.5M 0.49% +15K +3.2% $92.51 -0.0%
33 LLY ELI LILLY & CO Healthcare 40,415.0 $43.4M 0.49% +11K +39.6% $1074.68 -6.3%
34 IJR ISHARES TR 359,092.0 $43.2M 0.49% +228K +174.7% $120.18 +11.4%
35 JNJ JOHNSON & JOHNSON Healthcare 206,288.0 $42.7M 0.49% +86K +71.3% $206.95 +11.5%
36 HD HOME DEPOT INC Consumer Cyclical 120,003.0 $41.3M 0.47% +51K +73.2% $344.10 -11.6%
37 VIG VANGUARD SPECIALIZED FUNDS 186,924.0 $41.1M 0.47% +15K +8.8% $219.78 +4.4%
38 EFA ISHARES TR 414,957.0 $39.8M 0.45% +92K +28.6% $96.03 +5.9%
39 V VISA INC Financial Services 109,174.0 $38.3M 0.44% +33K +44.0% $350.71 -8.0%
40 MGK VANGUARD WORLD FD 91,914.0 $37.9M 0.43% +26K +40.1% $412.77 -78.5%
Page 2 of 55  ·  1,095 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 30.3%
Financial Services 24.7%
Consumer Cyclical 8.7%
Industrials 8.3%
Communication Services 8.2%
Healthcare 7.1%
Consumer Defensive 4.5%
Energy 3.5%
Utilities 1.9%
Real Estate 1.4%