Concurrent Investment Advisors, LLC

Diversified strategyMomentum follower

Total reported value

$9.2B

Reporting period: 2026-03-31 · Number of holdings: 3357

Concurrent Investment Advisors, LLC disclosed 3357 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $9.2B and a quarterly turnover rate of 30.5%.

Personality snowflake

Concentration: 2.42
Portfolio Stability: 30.54
Momentum/Contrarian: 95.07
Sector conviction: 62.99
Diversification: 100
Sizing Uniformity: 68.06

Recent moves

Trim IAU
-86.1%　-$174.6M
Add FTSM
+4481.0%　$151.5M
Add BIL
+697.3%　$136.1M
Trim MSFT
+2.4%　-$59.6M
Add GLD
+77.7%　$51.2M
Trim SPY
-19.6%　-$39.4M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

Showing top 1851 holdings (of 3357 total)

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	AAPL	Apple INC	Stock-Tech	2.95%	-0.33%	+0.96%
2	NVDA	Nvidia CORP	Stock-Tech	2.60%	-0.33%	-0.39%
3	MSFT	Microsoft CORP	Stock-Tech	2.35%	-0.80%	+2.45%
4	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	2.24%	+0.19%	+19.66%
5	BIL	Ss Spdr Bb 1-3m T-bill ETF	ETF-Gov Bonds	1.69%	+1.47%	+697.27%
6	FTSM	First Trust Enh Short Mat Fd	ETF-Other	1.68%	+1.64%	+4481.04%
7	AMZN	Amazon.com INC	Stock-Consumer Disc	1.49%	-0.21%	+1.72%
8	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	1.41%	-0.51%	-19.61%
9	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	1.18%	-0.19%	-1.91%
10	GLD	Spdr Gold Shares	ETF-Commodities	1.16%	+0.53%	+77.66%
11	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	1.14%	—	+9.33%
12	QQQ	Invesco Qqq Trust Series 1	ETF-Tech	0.94%	-0.39%	-21.24%
13	AVGO	Broadcom INC	Stock-Tech	0.92%	—	+5.73%
14	WMT	Walmart INC	Stock-Consumer Staples	0.87%	—	-3.59%
15	GOOG	Alphabet Inc-cl C	Stock-Comm Services	0.82%	-0.17%	-5.77%
16	META	Meta Platforms Inc-class A	Stock-Comm Services	0.80%	-0.20%	-4.30%
17	JPM	Jpmorgan Chase & Co	Stock-Financials	0.78%	—	+2.63%
18	LMBS	First Trust Low Duration Opp	ETF-Other	0.77%	+0.08%	+17.97%
19	VTV	Vanguard Value ETF	ETF-Other	0.73%	—	+3.94%
20	IEFA	Ishares Core Msci Eafe ETF	ETF-Other	0.70%	+0.19%	+40.73%
21	FBND	Fidelity Total Bond ETF	ETF-Other	0.66%	+0.49%	+302.46%
22	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	0.61%	—	+3.74%
23	VUG	Vanguard Growth ETF	ETF-Other	0.61%	—	+3.33%
24	XLK	Ss Technology Select Sector	ETF-Tech	0.59%	—	+3.80%
25	BOND	Pimco Active Bond Exchange-t	ETF-Other	0.57%	—	+1.57%
26	VWO	Vanguard Ftse Emerging Marke	ETF-Emerging Markets	0.56%	—	+6.52%
27	JNJ	Johnson & Johnson	Stock-Healthcare	0.52%	—	-5.53%
28	XOM	Exxon Mobil CORP	Stock-Energy	0.52%	+0.14%	+2.82%
29	IJR	Ishares Core S&p Small-cap E	ETF-Small Cap	0.51%	—	+4.98%
30	CTA	Simplify Managed Futures St	ETF-Other	0.48%	+0.48%	NEW
31	IEMG	Ishares Core Msci Emerging	ETF-Emerging Markets	0.47%	+0.11%	+30.34%
32	FTCS	First Trust Capital Strength	ETF-Other	0.46%	—	-2.06%
33	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	0.45%	—	-11.23%
34	HD	Home Depot INC	Stock-Consumer Disc	0.45%	—	+1.80%
35	VIG	Vanguard Dividend Apprec ETF	ETF-Other	0.45%	—	+1.94%
36	AGG	Ishares Core U.s. Aggregate	ETF-Other	0.44%	—	+16.69%
37	BAC	Bank Of America CORP	Stock-Financials	0.44%	—	+2.06%
38	CGGR	Cap Group Growth Equity	ETF-Other	0.44%	-0.19%	-18.59%
39	IWD	Ishares Russell 1000 Value E	ETF-Other	0.44%	—	+5.88%
40	CGDV	Cap Group Dividend Value	ETF-Other	0.44%	—	-7.22%
41	LLY	Eli Lilly & Co	Stock-Healthcare	0.44%	—	+2.86%
42	MU	Micron Technology INC	Stock-Tech	0.44%	—	-22.45%
43	ABBV	Abbvie INC	Stock-Healthcare	0.43%	—	-13.11%
44	TLT	Ishares 20+ Year Treasury Bd	ETF-Gov Bonds	0.42%	—	-16.39%
45	SPYM	Ste Str Spdr Pt S&p 500 ETF	ETF-Large Cap & Growth	0.42%	+0.10%	+43.87%
46	EFA	Ishares Msci Eafe ETF	ETF-Other	0.40%	—	-7.95%
47	IJH	Ishares Core S&p Midcap ETF	ETF-Other	0.40%	—	+2.66%
48	SMH	Vaneck Semiconductor ETF	ETF-Other	0.37%	—	-6.43%
49	FV	First Trust Dw Focus 5 Fund	ETF-Other	0.37%	—	-0.62%
50	CVX	Chevron CORP	Stock-Energy	0.37%	+0.11%	+10.31%

1–50 of 1,851

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	3357	$9.2B	31	1AAPL 2NVDA 3MSFT Top holdings2026-03-31 1.AAPL 2.NVDA 3.MSFT 4.VOO 5.BIL 6.FTSM 7.AMZN 8.SPY 9.GOOGL 10.GLD
2025-12-31	3051	$8.8B	45	1AAPL 2MSFT 3NVDA Top holdings2025-12-31 1.AAPL 2.MSFT 3.NVDA 4.IAU 5.VOO 6.SPY 7.AMZN 8.GOOGL 9.QQQ 10.IVV
2025-09-30	1497	$5.8B	41	1MSFT 2AAPL 3SPY Top holdings2025-09-30 1.MSFT 2.AAPL 3.SPY 4.VOO 5.NVDA 6.QQQ 7.AMZN 8.IVV 9.GOOGL 10.VTV
2025-06-30	1404	$5.2B	0	1MSFT 2VOO 3SPY Top holdings2025-06-30 1.MSFT 2.VOO 3.SPY 4.AAPL 5.NVDA 6.AMZN 7.QQQ 8.IVV 9.VTV 10.TLT
2025-03-31	1236	$4.1B	0	1AAPL 2VOO 3BIL Top holdings2025-03-31 1.AAPL 2.VOO 3.BIL 4.SPY 5.MSFT 6.AMZN 7.NVDA 8.QQQ 9.IVV 10.VTV
2024-12-31	1120	$3.7B	0	1AAPL 2SPY 3VOO Top holdings2024-12-31 1.AAPL 2.SPY 3.VOO 4.NVDA 5.MSFT 6.AGG 7.QQQ 8.AMZN 9.IVV 10.BROS
2024-09-30	1092	$3.4B	0	1AAPL 2VOO 3SPY Top holdings2024-09-30 1.AAPL 2.VOO 3.SPY 4.MSFT 5.NVDA 6.QQQ 7.AMZN 8.IVV 9.VTI 10.TLT
2024-06-30	988	$3.0B	0	1AAPL 2VOO 3SPY Top holdings2024-06-30 1.AAPL 2.VOO 3.SPY 4.MSFT 5.NVDA 6.BROS 7.QQQ 8.AMZN 9.IVV 10.VTI
2024-03-31	922	$2.5B	0	1SPY 2AAPL 3VOO Top holdings2024-03-31 1.SPY 2.AAPL 3.VOO 4.MSFT 5.QQQ 6.IVV 7.NVDA 8.VTI 9.AMZN 10.GOOGL
2023-12-31	846	$2.1B	0	1SPY 2AAPL 3MSFT Top holdings2023-12-31 1.SPY 2.AAPL 3.MSFT 4.VOO 5.QQQ 6.IVV 7.VTI 8.FV 9.AMZN 10.LMBS

Holding changes this quarter

Concurrent Investment Advisors, LLC's most significant position changes for 2026-03-31: New buy: Simplify Managed Futures St (CTA); New buy: Dimensional International Co (DFIC); New buy: Dimensional Emrg Mrkt Core (DFEM); New buy: Avantis Emerging Markets Eq (AVEM); New buy: Cap Group Large Value (CGVV).

Position changes disclosed by Concurrent Investment Advisors, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	FTSM	First Trust Enh Short Mat Fd	+1.6%	+4481.04%	Add
2	BIL	Ss Spdr Bb 1-3m T-bill ETF	+1.5%	+697.27%	Add
3	GLD	Spdr Gold Shares	+0.5%	+77.66%	Add
4	FBND	Fidelity Total Bond ETF	+0.5%	+302.46%	Add
5	DBMF	Imgp Dbi Managed Futures Str	+0.2%	+1304.64%	Add
6	VOO	Vanguard S&p 500 ETF	+0.2%	+19.66%	Add
7	IEFA	Ishares Core Msci Eafe ETF	+0.2%	+40.73%	Add
8	XLE	Ss Energy Select Sector	+0.2%	+181.63%	Add
9	EFV	Ishares Msci Eafe Value ETF	+0.2%	+129.99%	Add
10	XOM	Exxon Mobil CORP	+0.1%	+2.82%	Add
11	SGOV	Ishares 0-3 Month Treasury B	+0.1%	+232.69%	Add
12	DFAC	Dimensional US Core Equity 2	+0.1%	+726.38%	Add
13	IEMG	Ishares Core Msci Emerging	+0.1%	+30.34%	Add
14	CVX	Chevron CORP	+0.1%	+10.31%	Add
15	OMFL	Invesco Russell 1000 Dyn M/f	+0.1%	+138.98%	Add
16	RWL	Invesco S&p 500 Revenue ETF	+0.1%	+270.80%	Add
17	SPYM	Ste Str Spdr Pt S&p 500 ETF	+0.1%	+43.87%	Add
18	AVUV	Avantis US Small Cap Value	+0.1%	+59.77%	Add
19	LMBS	First Trust Low Duration Opp	+0.1%	+17.97%	Add
20	VFLO	Victoryshares Free Cash Flow	-0.1%	-94.36%	Trim
21	ARKK	Ark Innovation ETF	-0.1%	-88.63%	Trim
22	ORCL	Oracle CORP	-0.1%	-3.34%	Trim
23	CGBL	Cap Group Core Balanced	-0.1%	-32.12%	Trim
24	FIIG	Ft Intermed Dur Ig CORP ETF	-0.2%	-94.59%	Trim
25	MGC	Vanguard Mega Cap ETF	-0.2%	-82.22%	Trim
26	GOOG	Alphabet Inc-cl C	-0.2%	-5.77%	Trim
27	CGGR	Cap Group Growth Equity	-0.2%	-18.59%	Trim
28	GOOGL	Alphabet Inc-cl A	-0.2%	-1.91%	Trim
29	META	Meta Platforms Inc-class A	-0.2%	-4.30%	Trim
30	MGK	Vanguard Mega Cap Growth ETF	-0.2%	-39.97%	Trim
31	AMZN	Amazon.com INC	-0.2%	+1.72%	Add
32	IVW	Ishares S&p 500 Growth ETF	-0.3%	-38.14%	Trim
33	IYW	Ishares Ustechnology ETF	-0.3%	-88.17%	Trim
34	NVDA	Nvidia CORP	-0.3%	-0.39%	Trim
35	AAPL	Apple INC	-0.3%	+0.96%	Add
36	IWV	Ishares Russell 3000 ETF	-0.4%	-90.37%	Trim
37	QQQ	Invesco Qqq Trust Series 1	-0.4%	-21.24%	Trim
38	SPY	Ss Spdr S&p 500 ETF Trust-us	-0.5%	-19.61%	Trim
39	MSFT	Microsoft CORP	-0.8%	+2.45%	Add
40	IAU	Ishares Gold Trust	-2%	-86.06%	Trim
41	CTA	Simplify Managed Futures St	—	NEW	New buy
42	DFIC	Dimensional International Co	—	NEW	New buy
43	DFEM	Dimensional Emrg Mrkt Core	—	NEW	New buy
44	AVEM	Avantis Emerging Markets Eq	—	NEW	New buy
45	CGVV	Cap Group Large Value	—	NEW	New buy
46	AVUS	Avantis U.s. Equity ETF	—	NEW	New buy
47	BBRE	JPM Betabldrs Msci US Reit	—	NEW	New buy
48	DFAR	Dimensional US Real Est ETF	—	NEW	New buy
49	DIHP	Dimensional International Hi	—	NEW	New buy
50	DFNM	Dimensional National Muni Bd	—	NEW	New buy

FAQ

What is Concurrent Investment Advisors, LLC and what type of investor is it?

Concurrent Investment Advisors, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $9.2B, spread across 3357 disclosed positions.

What are Concurrent Investment Advisors, LLC's largest equity positions?

Based on the latest 13F filing, Concurrent Investment Advisors, LLC's top holdings by market value are: 1. Apple INC (AAPL) — $271.4M (3.0%) 2. Nvidia CORP (NVDA) — $239.5M (2.6%) 3. Microsoft CORP (MSFT) — $216.6M (2.4%) 4. Vanguard S&p 500 ETF (VOO) — $205.6M (2.2%) 5. Ss Spdr Bb 1-3m T-bill ETF (BIL) — $155.6M (1.7%)

What changes did Concurrent Investment Advisors, LLC make in its most recent portfolio filing?

In the latest reported quarter, Concurrent Investment Advisors, LLC made 50 notable position adjustments: 10 new positions were initiated, 22 existing holdings were added to, 18 positions were partially reduced, and 0 were completely exited. The largest of these moves: New buy: Simplify Managed Futures St (CTA); New buy: Dimensional International Co (DFIC); New buy: Dimensional Emrg Mrkt Core (DFEM); New buy: Avantis Emerging Markets Eq (AVEM); New buy: Cap Group Large Value (CGVV)

What sectors does Concurrent Investment Advisors, LLC focus on?

Concurrent Investment Advisors, LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 39.2% • Communication Services: 11.8% • Financials: 11.0% • Consumer Discretionary: 10.3% • Health Care: 9.8% • Consumer Staples: 6.5%