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Portfolio (Quarterly) Guide ↗

Concurrent Investment Advisors, LLC

· CIK 0002001015
13F Portfolio $5.8B AUM Filed Oct 27, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 1497 New
Page 2 of 75  ·  1,497 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 XLK SELECT SECTOR SPDR TR 142,714.0 $40.2M 0.69% NEW $281.86 -37.4%
22 BERKSHIRE HATHAWAY INC DEL 79,513.0 $40.0M 0.69% NEW $502.74
23 BLOK AMPLIFY ETF TR 585,440.0 $39.2M 0.67% NEW $67.04 -6.4%
24 WMT WALMART INC Consumer Defensive 380,790.0 $39.2M 0.67% NEW $103.06 +28.5%
25 IAU ISHARES GOLD TR Financial Services 526,441.0 $38.3M 0.66% NEW $72.77 +17.5%
26 IVW ISHARES TR 312,243.0 $37.7M 0.65% NEW $120.72 +13.3%
27 IEFA ISHARES TR 424,742.0 $37.1M 0.64% NEW $87.31 +9.1%
28 VIG VANGUARD SPECIALIZED FUNDS 171,846.0 $37.1M 0.64% NEW $215.79 +6.3%
29 PLTR PALANTIR TECHNOLOGIES INC Technology 197,615.0 $36.0M 0.62% NEW $182.42 -26.7%
30 FV FIRST TR EXCHANGE TRADED FD 576,762.0 $35.7M 0.61% NEW $61.92 +12.6%
31 SCHG SCHWAB STRATEGIC TR 1,098,324.0 $35.0M 0.60% NEW $31.91 +7.4%
32 GOOG ALPHABET INC Communication Services 143,414.0 $34.9M 0.60% NEW $243.55 +63.1%
33 DGRW WISDOMTREE TR 367,151.0 $32.7M 0.56% NEW $88.96 +7.7%
34 IJH ISHARES TR 499,412.0 $32.6M 0.56% NEW $65.26 +10.7%
35 SPYG SPDR SERIES TRUST 301,335.0 $31.5M 0.54% NEW $104.51 +13.3%
36 ORCL ORACLE CORP Technology 108,340.0 $30.5M 0.52% NEW $281.24 -30.4%
37 EFA ISHARES TR 322,677.0 $30.1M 0.52% NEW $93.37 +8.9%
38 TSLA TESLA INC Consumer Cyclical 66,747.0 $29.4M 0.51% NEW $440.99 +0.5%
39 CGDV CAPITAL GROUP DIVIDEND VALUE 694,661.0 $29.2M 0.50% NEW $42.03 +13.8%
40 BIL SPDR SERIES TRUST 316,883.0 $29.1M 0.50% NEW $91.75 -0.2%
Page 2 of 75  ·  1,497 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 30.7%
Financial Services 24.1%
Consumer Cyclical 9.3%
Industrials 8.0%
Communication Services 6.9%
Healthcare 6.3%
Consumer Defensive 5.2%
Energy 4.2%
Utilities 2.2%
Real Estate 1.8%