§ 13F · FUND PROFILE
Concurrent Investment Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $5173.3T (13F)Positions · 1404Turnover · — · Q4Filed · Jan 29, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$262.7T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 948K | $253.4T | 2.9% | — |
| 2 | MSFT | MICROSOFT CORP | 507K | $245.1T | 2.8% | +18% |
| 3 | NVDA | NVIDIA CORPORATION | 1.23M | $229.4T | 2.6% | +60% |
| 4 | VOO | VANGUARD INDEX FDS | 268K | $168.2T | 1.9% | +9% |
| 5 | SPY | SPDR S&P 500 ETF TR | 231K | $157.5T | 1.8% | +10% |
| 6 | AMZN | AMAZON COM INC | 584K | $134.8T | 1.5% | +40% |
| 7 | IAU | ISHARES GOLD TR | 1.38M | $112.0T | 1.3% | +162% |
| 8 | QQQ | INVESCO QQQ TR | 173K | $106.3T | 1.2% | +11% |
| 9 | GOOGL | ALPHABET INC | 336K | $105.1T | 1.2% | +44% |
| 10 | IAU | ISHARES GOLD TR | 1.15M | $93.7T | 1.1% | +119% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CONCURRENT SIGNAL
AC read
Concurrent Investment Advisors, LLC is a Other fund managing $5173266.9 trillion in assets. The fund runs a massive portfolio of 1,404 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed