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CIK: 0002001015
Total reported value
$14.5B
$14.5B
1713 檔
8.3%
According to the latest 13F quarterly dataset, Concurrent Investment Advisors, LLC managed an equity portfolio of $14.5B at the end of Q4 2025, spanning 1713 distinct U.S. exchange-listed positions.
In Q4 2025, Concurrent Investment Advisors, LLC displayed an active expansion posture, initiating 15 new positions and adding to 176 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1713 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 3.28% | +0.45% | +49.85% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 3.15% | +0.63% | +33.30% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 2.93% | +0.61% | +78.64% | |
| 4 | IAU | Ishares Gold Trust | ETF-Commodities | 2.34% | +0.01% | +381.48% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.05% | -0.25% | +16.53% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.92% | -0.02% | +8.00% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.70% | +0.21% | +54.83% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.37% | -0.07% | +65.19% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.33% | -0.25% | +22.11% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.15% | +0.76% | +50.08% | |
| 11 | AVGO | Broadcom Inc | Stock-Tech | 1.02% | -0.12% | +83.95% | |
| 12 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.00% | +0.14% | +120.92% | |
| 13 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.99% | -0.04% | +93.98% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.87% | -0.01% | +78.23% | |
| 15 | WMT | Walmart Inc | Stock-Consumer Staples | 0.85% | -0.14% | +75.47% | |
| 16 | VTV | Vanguard Value ETF | ETF-Other | 0.72% | -0.05% | +10.69% | |
| 17 | LMBS | First Trust Low Duration Opp | ETF-Other | 0.69% | -0.11% | +46.42% | |
| 18 | VUG | Vanguard Growth ETF | ETF-Other | 0.69% | -0.08% | +15.52% | |
| 19 | XLK | Ss Technology Select Sector | ETF-Tech | 0.65% | -0.14% | +176.65% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.65% | -0.08% | +13.87% | |
| 21 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.64% | +0.02% | +44.96% | |
| 22 | CGGR | Cap Group Growth Equity | ETF-Other | 0.63% | -0.08% | +119.91% | |
| 23 | GLD | Spdr Gold Shares | ETF-Commodities | 0.63% | -0.05% | +6.91% | |
| 24 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.59% | -0.25% | +10.51% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.55% | -0.05% | +21.74% | |
| 26 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.54% | -0.11% | +84.34% | |
| 27 | ABBV | Abbvie Inc | Stock-Healthcare | 0.54% | -0.08% | +52.37% | |
| 28 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.53% | -0.29% | +6.61% | |
| 29 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.52% | +0.01% | +47.19% | |
| 30 | BAC | Bank Of America CORP | Stock-Financials | 0.51% | -0.06% | +117.63% | |
| 31 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.51% | +0.15% | +18.47% | |
| 32 | CGDV | Cap Group Dividend Value | ETF-Other | 0.51% | -0.06% | +47.66% | |
| 33 | MU | Micron Technology Inc | Stock-Tech | 0.50% | -0.11% | +605.04% | |
| 34 | FTCS | First Trust Capital Strength | ETF-Other | 0.50% | -0.06% | +3.25% | |
| 35 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.49% | -0.09% | +174.70% | |
| 36 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.49% | -0.08% | +70.15% | |
| 37 | HD | Home Depot Inc | Stock-Consumer Disc | 0.48% | -0.09% | +73.75% | |
| 38 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.47% | -0.03% | +8.77% | |
| 39 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.45% | -0.04% | +28.60% | |
| 40 | V | Visa Inc-class A Shares | Stock-Financials | 0.44% | +0.04% | +44.03% | |
| 41 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.43% | -0.06% | +23.44% | |
| 42 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.43% | — | +40.15% | |
| 43 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.43% | -0.04% | +602.57% | |
| 44 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.42% | — | +63.52% | |
| 45 | FV | First Trust Dw Focus 5 Fund | ETF-Other | 0.41% | -0.07% | -1.89% | |
| 46 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.40% | +0.03% | +26.59% | |
| 47 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.40% | +0.21% | -1.34% | |
| 48 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.39% | -0.03% | +5.09% | |
| 49 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.39% | -0.06% | +117.94% | |
| 50 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.38% | -0.02% | +3.52% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IAU | Ishares Gold Trust | +1.7% | +381.48% | Add |
| 2 | NVDA | Nvidia CORP | +0.5% | +78.64% | Add |
| 3 | MU | Micron Technology Inc | +0.4% | +605.04% | Add |
| 4 | GOOGL | Alphabet Inc-cl A | +0.4% | +65.19% | Add |
| 5 | GOOG | Alphabet Inc-cl C | +0.4% | +93.98% | Add |
| 6 | IWD | Ishares Russell 1000 Value E | +0.3% | +602.57% | Add |
| 7 | IWF | Ishares Russell 1000 Growth | +0.3% | +730.51% | Add |
| 8 | META | Meta Platforms Inc-class A | +0.2% | +120.92% | Add |
| 9 | AVGO | Broadcom Inc | +0.2% | +83.95% | Add |
| 10 | AAPL | Apple Inc | +0.2% | +49.85% | Add |
| 11 | IJR | Ishares Core S&p Small-cap E | +0.2% | +174.70% | Add |
| 12 | IWR | Ishares Russell Mid-cap ETF | +0.2% | +1138.03% | Add |
| 13 | CGGR | Cap Group Growth Equity | +0.2% | +119.91% | Add |
| 14 | WMT | Walmart Inc | +0.2% | +75.47% | Add |
| 15 | BAC | Bank Of America CORP | +0.2% | +117.63% | Add |
| 16 | SPTS | Ss Spdr P St Term Tsy ETF | +0.2% | +1665.71% | Add |
| 17 | JPM | Jpmorgan Chase & Co | +0.2% | +78.23% | Add |
| 18 | SMH | Vaneck Semiconductor ETF | +0.2% | +117.94% | Add |
| 19 | CME | Cme Group Inc | +0.2% | +460.85% | Add |
| 20 | MGC | Vanguard Mega Cap ETF | +0.2% | +624.42% | Add |
| 21 | JNJ | Johnson & Johnson | +0.2% | +1437.54% | Add |
| 22 | LLY | Eli Lilly & Co | +0.1% | +47.19% | Add |
| 23 | MRK | Merck & Co. Inc. | +0.1% | +140.48% | Add |
| 24 | FTSL | First Trust Senior Loan ETF | +0.1% | +1473.80% | Add |
| 25 | AMZN | Amazon.com Inc | +0.1% | +54.83% | Add |
| 26 | GS | Goldman Sachs Group Inc | +0.1% | +122.20% | Add |
| 27 | CB | Chubb Limited | +0.1% | +184.03% | Add |
| 28 | LGOV | First Tr Long Duration O-etf | +0.1% | +1085.18% | Add |
| 29 | URI | United Rentals Inc | +0.1% | +2287.63% | Add |
| 30 | LRCX | Lam Research CORP | +0.1% | +395.98% | Add |
| 31 | COF | Capital One Financial CORP | +0.1% | +256.94% | Add |
| 32 | JNJ | Johnson & Johnson | +0.1% | +70.15% | Add |
| 33 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.1% | +117.22% | Add |
| 34 | SPYV | Ss Spdr P S&p 500 Value ETF | +0.1% | +120.04% | Add |
| 35 | AMD | Advanced Micro Devices | +0.1% | +103.61% | Add |
| 36 | VKTX | Viking Therapeutics Inc | +0.1% | +1624.03% | Add |
| 37 | CCL1EUR | Carnival CORP LTD | +0.1% | +1089.27% | Add |
| 38 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +84.34% | Add |
| 39 | XLF | Ss Financial Select Sector | +0.1% | +97.20% | Add |
| 40 | DAL | Delta Air Lines Inc | +0.1% | +269.11% | Add |
| 41 | DFAI | Dimensional International Co | +0.1% | +266.59% | Add |
| 42 | IYH | Ishares U.s. Healthcare ETF | +0.1% | +1194.82% | Add |
| 43 | FBND | Fidelity Total Bond ETF | +0.1% | +196.91% | Add |
| 44 | MPC | Marathon Petroleum CORP | +0.1% | +377.73% | Add |
| 45 | MRVL | Marvell Technology Inc | +0.1% | +429.36% | Add |
| 46 | FN | Fabrinet | +0.1% | +783.53% | Add |
| 47 | AXP | American Express Co | +0.1% | +115.08% | Add |
| 48 | BX | Blackstone Inc | +0.1% | +148.29% | Add |
| 49 | BMY | Bristol-myers Squibb Co | +0.1% | +204.03% | Add |
| 50 | CSCO | Cisco Systems Inc | +0.1% | +64.94% | Add |
According to official SEC Form 13F filings, Concurrent Investment Advisors, LLC reported a total U.S. public equity portfolio value of $14.5B across 1713 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, NVDA) accounted for 8.3% of total reported equity market value during Q4 2025.
Top New Position Initiated
VIOV
市值: $17.5M
Top Position Liquidated / Trimmed
BLOK
前期市值: $39.2M
During Q4 2025, Concurrent Investment Advisors, LLC's top holdings by market value included AAPL (3.3%)、MSFT (3.1%)、NVDA (2.9%). The largest single position, AAPL, represented 3.3% of total portfolio value.
In Q4 2025, Concurrent Investment Advisors, LLC made 200 total portfolio adjustments, initiating 15 new buys, adding to 176 positions, trimming 6 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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