Concurrent Investment Advisors, LLC

Est. AUM

$4.75B

13F long equity, this entity only

Positions

1,912

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	NVIDIA CORPORATION	COM	$208.4M	1194935	4.39%	SOLE
2	VANGUARD INDEX FDS	S&P 500 ETF SHS	$193.2M	323295	4.07%	SOLE
3	STATE STR SPDR S&P 500 ETF T	TR UNIT	$122.1M	187813	2.57%	SOLE
4	SPDR SERIES TRUST	STATE STREET SPD	$113.4M	1236970	2.39%	SOLE
5	ALPHABET INC	CAP STK CL A	$90.9M	316151	1.91%	SOLE
6	FIRST TR EXCHANGE-TRADED FD	FIRST TR ENH NEW	$80.7M	1350299	1.70%	SOLE
7	SPDR GOLD TR	GOLD SHS	$79.7M	185195	1.68%	SOLE
8	INVESCO QQQ TR	UNIT SER 1	$79.1M	137094	1.67%	SOLE
9	ALPHABET INC	CAP STK CL C	$66.1M	230406	1.39%	SOLE
10	META PLATFORMS INC	CL A	$63.5M	110904	1.34%	SOLE
11	FIRST TR EXCHANGE-TRADED FD	FST LOW OPPT EFT	$61.8M	1239947	1.30%	SOLE
12	VANGUARD INDEX FDS	GROWTH ETF	$53.8M	123244	1.13%	SOLE
13	EXXON MOBIL CORP	COM	$42.9M	252772	0.90%	SOLE
14	SELECT SECTOR SPDR TR	STATE STREET TEC	$40.1M	301589	0.84%	SOLE
15	JOHNSON & JOHNSON	COM	$40.1M	163917	0.84%	SOLE
16	ISHARES TR	20 YR TR BD ETF	$38.0M	438350	0.80%	SOLE
17	BANK AMERICA CORP	COM	$37.1M	760443	0.78%	SOLE
18	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$35.8M	74627	0.75%	SOLE
19	ISHARES TR	CORE S&P MCP ETF	$35.7M	529145	0.75%	SOLE
20	FIRST TR EXCHANGE TRADED FD	DORSEY WRT 5 ETF	$33.6M	555520	0.71%	SOLE
21	APPLE INC	COM	$29.1M	114517	0.61%	SOLE
22	SCHWAB STRATEGIC TR	US LCAP GR ETF	$28.0M	961922	0.59%	SOLE
23	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$26.7M	322959	0.56%	SOLE
24	MICROSOFT CORP	COM	$26.0M	70169	0.55%	SOLE
25	TESLA INC	COM	$25.8M	70022	0.54%	SOLE
26	ABBVIE INC	COM	$25.0M	115093	0.53%	SOLE
27	CATERPILLAR INC	COM	$25.0M	35268	0.53%	SOLE
28	ISHARES TR	CORE S&P500 ETF	$24.7M	37858	0.52%	SOLE
29	VERIZON COMMUNICATIONS INC	COM	$24.1M	479542	0.51%	SOLE
30	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$24.0M	374726	0.51%	SOLE
31	WISDOMTREE TR	US QTLY DIV GRT	$23.7M	270063	0.50%	SOLE
32	INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$23.7M	99625	0.50%	SOLE
33	COCA COLA CO	COM	$23.5M	308739	0.49%	SOLE
34	ISHARES TR	S&P 500 GRWT ETF	$23.5M	207553	0.49%	SOLE
35	SIMPLIFY EXCHANGE TRADED FUN	MANAGED FUTURES	$22.1M	732433	0.47%	SOLE
36	CAPITAL GROUP GROWTH ETF	SHS CREATION UNI	$20.5M	510243	0.43%	SOLE
37	FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$20.2M	442346	0.42%	SOLE
38	VANGUARD WORLD FD	MEGA GRWTH IND	$20.0M	54478	0.42%	SOLE
39	CME GROUP INC	COM	$19.8M	66958	0.42%	SOLE
40	VANGUARD ADMIRAL FDS INC	SMLCP 600 VAL	$19.5M	192053	0.41%	SOLE
41	PACER FDS TR	US CASH COWS 100	$18.9M	302769	0.40%	SOLE
42	GOLDMAN SACHS GROUP INC	COM	$18.7M	22126	0.39%	SOLE
43	ORACLE CORP	COM	$18.3M	124597	0.39%	SOLE
44	FIDELITY COVINGTON TRUST	ENHANCED INTL	$18.0M	482805	0.38%	SOLE
45	SPDR SERIES TRUST	STATE STREET SPD	$17.9M	615018	0.38%	SOLE
46	NETFLIX INC.	COM	$17.2M	179349	0.36%	SOLE
47	BERKSHIRE HATHAWAY INC DEL	CL A	$17.2M	24	0.36%	SOLE
48	STATE STR SPDR DOW JONES IND	UT SER 1	$17.2M	37173	0.36%	SOLE
49	FIRST TR EXCHANGE-TRADED FD	SHS	$17.0M	362088	0.36%	SOLE
50	PEPSICO INC	COM	$16.3M	104684	0.34%	SOLE

1–50 of 1,912

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.