§ 13F · FUND PROFILE
Concurrent Investment Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $5.8B (13F)Positions · 1497Turnover · — · Q1Filed · Apr 21, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$235M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 953K | $238M | 2.6% | +1% |
| 2 | NVDA | NVIDIA CORPORATION | 1.19M | $208M | 2.3% | ±0% |
| 3 | VOO | VANGUARD INDEX FDS | 323K | $193M | 2.1% | +20% |
| 4 | MSFT | MICROSOFT CORP | 511K | $189M | 2.1% | +2% |
| 5 | SPY | STATE STR SPDR S&P 500 ETF T | 188K | $122M | 1.3% | −20% |
| 6 | AMZN | AMAZON COM INC | 585K | $122M | 1.3% | +2% |
| 7 | BIL | SPDR SERIES TRUST | 1.24M | $113M | 1.2% | +697% |
| 8 | GOOGL | ALPHABET INC | 316K | $91M | 1.0% | −2% |
| 9 | FTSM | FIRST TR EXCHANGE-TRADED FD | 1.35M | $81M | 0.9% | +4481% |
| 10 | IVV | ISHARES TR | 123K | $80M | 0.9% | +9% |
§ 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 $5.8 billion in assets. The fund runs a massive portfolio of 1,497 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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