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Portfolio (Quarterly) Guide ↗

Concurrent Investment Advisors, LLC

· CIK 0002001015
13F Portfolio $11.8B AUM 3,680 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 502 New 1023 Added 491 Reduced 183 Exited
Page 9 of 105  ·  2,097 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 AVDE AMERICAN CENTY ETF TR 176,772.0 $15.8M 0.13% +83K +87.6% $89.20 +4.5%
162 BBRE J P MORGAN EXCHANGE TRADED F 146,193.0 $15.7M 0.13% NEW $107.27 +0.4%
163 VRT VERTIV HOLDINGS CO Industrials 46,653.0 $15.6M 0.13% +11K +30.9% $334.82 -18.6%
164 UPS UNITED PARCEL SVCS INC Industrials 144,972.0 $15.6M 0.13% +36K +33.1% $107.50 -5.2%
165 FYX FIRST TR EXCHANGE-TRADED ALP 107,601.0 $15.5M 0.13% +32K +43.2% $144.30 -0.3%
166 FNDE SCHWAB STRATEGIC TR 390,468.0 $15.5M 0.13% +231K +145.0% $39.68 +3.3%
167 SPMO INVESCO EXCH TRADED FD TR II 95,787.0 $15.5M 0.13% -66K -40.9% $161.54 -6.6%
168 LHX L3HARRIS TECHNOLOGIES INC Industrials 53,138.0 $15.4M 0.13% +14K +35.2% $290.59 -3.8%
169 FPE FIRST TR EXCH TRADED FD III 862,964.0 $15.4M 0.13% +718K +496.0% $17.88 -1.0%
170 OKE ONEOK INC NEW Energy 176,800.0 $15.4M 0.13% +29K +20.0% $86.94 +11.7%
171 BMY BRISTOL-MYERS SQUIBB CO Healthcare 266,252.0 $15.3M 0.13% +95K +55.6% $57.62 +14.6%
172 FCVT FIRST TR EXCHANGE-TRADED FD 283,615.0 $15.3M 0.13% -64K -18.3% $53.78 -5.9%
173 BX BLACKSTONE INC Financial Services 129,219.0 $15.2M 0.13% +17K +14.9% $117.67 +19.5%
174 LMT LOCKHEED MARTIN CORP Industrials 29,733.0 $15.1M 0.13% +9K +41.3% $509.45 +19.2%
175 DFAI DIMENSIONAL ETF TRUST 367,111.0 $15.1M 0.13% +47K +14.6% $41.25 +4.0%
176 DGRO ISHARES TR 197,951.0 $15.0M 0.13% +64K +48.0% $75.79 +5.1%
177 QUAL ISHARES TR 67,527.0 $14.8M 0.13% -44K -39.2% $219.43 +2.1%
178 FCX FREEPORT MCMORAN INC Basic Materials 232,698.0 $14.6M 0.12% +67K +40.2% $62.89 +5.5%
179 BUFR FIRST TR EXCHNG TRADED FD VI 398,020.0 $14.5M 0.12% +126K +46.4% $36.53 +2.1%
180 QTEC FIRST TR EXCHANGE-TRADED FD 43,425.0 $14.5M 0.12% +30K +219.8% $334.69 -5.4%
Page 9 of 105  ·  2,097 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 33.8%
Financial Services 19.1%
Industrials 10.1%
Consumer Cyclical 8.3%
Healthcare 8.0%
Communication Services 7.7%
Consumer Defensive 4.4%
Energy 3.3%
Utilities 2.6%
Basic Materials 1.4%