§ 13F · FUND PROFILE
Concurrent Investment Advisors, LLC.
AUM · $11.8B (13F)Positions · 3680Turnover · n/a · Q2Filed · Jul 27, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$298M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 513K | $352M | 3.0% | +58% |
| 2 | AAPL | APPLE INC | 1.00M | $286M | 2.4% | +5% |
| 3 | NVDA | NVIDIA CORPORATION | 1.25M | $250M | 2.1% | +7% |
| 4 | MSFT | MICROSOFT CORP | 558K | $208M | 1.8% | +11% |
| 5 | SPY | STATE STR SPDR S&P 500 ETF T | 223K | $167M | 1.4% | +22% |
| 6 | AMZN | AMAZON COM INC | 638K | $152M | 1.3% | +10% |
| 7 | QQQ | INVESCO QQQ TR | 187K | $138M | 1.2% | +43% |
| 8 | GOOGL | ALPHABET INC | 368K | $131M | 1.1% | +16% |
| 9 | IVV | ISHARES TR | 141K | $106M | 0.9% | +24% |
| 10 | VTV | VANGUARD INDEX FDS | 476K | $104M | 0.9% | +41% |
§ 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 $11.8 billion in assets. The fund runs a massive portfolio of 3,680 positions.
Read the full dossier →