Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Concurrent Investment Advisors, LLC (CIK 2001015) reported $9.20B across 1,769 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($271.4M, 2.95%), NVDA ($239.5M, 2.60%), MSFT ($216.6M, 2.35%), VOO ($205.6M, 2.24%), BIL ($155.6M, 1.69%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $271.4M | 2.95% | 1.1M | Added |
| 2 | NVDA | NVIDIA CORPORATION | $239.5M | 2.60% | 1.4M | Trimmed |
| 3 | MSFT | MICROSOFT CORP | $216.6M | 2.35% | 585,093 | Added |
| 4 | VOO | VANGUARD INDEX FDS | $205.6M | 2.24% | 344,117 | Added |
| 5 | BIL | SPDR SERIES TRUST | $155.6M | 1.69% | 1.7M | Added |
| 6 | FTSM | FIRST TR EXCHANGE-TRADED FD | $154.9M | 1.68% | 2.6M | Added |
| 7 | AMZN | AMAZON COM INC | $136.8M | 1.49% | 657,016 | Added |
| 8 | SPY | STATE STR SPDR S&P 500 ETF T | $129.3M | 1.41% | 198,808 | Trimmed |
| 9 | GOOGL | ALPHABET INC | $108.6M | 1.18% | 377,691 | Trimmed |
| 10 | GLD | SPDR GOLD TR | $106.4M | 1.16% | 247,238 | Added |
| 11 | IVV | ISHARES TR | $105.1M | 1.14% | 160,880 | Added |
| 12 | QQQ | INVESCO QQQ TR | $86.3M | 0.94% | 149,451 | Trimmed |
| 13 | AVGO | BROADCOM INC | $84.5M | 0.92% | 273,162 | Added |
| 14 | WMT | WALMART INC | $80.1M | 0.87% | 644,183 | Trimmed |
| 15 | GOOG | ALPHABET INC | $75.2M | 0.82% | 262,154 | Trimmed |
| 16 | META | META PLATFORMS INC | $73.2M | 0.80% | 127,924 | Trimmed |
| 17 | JPM | JPMORGAN CHASE & CO | $71.5M | 0.78% | 242,946 | Added |
| 18 | LMBS | FIRST TR EXCHANGE-TRADED FD | $71.0M | 0.77% | 1.4M | Added |
| 19 | VTV | VANGUARD INDEX FDS | $67.4M | 0.73% | 343,483 | Added |
| 20 | IEFA | ISHARES TR | $64.1M | 0.70% | 708,145 | Added |
| 21 | FBND | FIDELITY MERRIMACK STR TR | $60.4M | 0.66% | 1.3M | Added |
| 22 | VTI | VANGUARD INDEX FDS | $56.3M | 0.61% | 175,449 | Added |
| 23 | VUG | VANGUARD INDEX FDS | $55.6M | 0.61% | 127,406 | Added |
| 24 | XLK | SELECT SECTOR SPDR TR | $54.5M | 0.59% | 409,833 | Added |
| 25 | BOND | PIMCO ETF TR | $52.3M | 0.57% | 566,907 | Added |
Source: SEC Form 13F filings · as of 2026-03-31