Concentrum Wealth Management — 13F holdings

Concentrum Wealth Management reported 127 holdings worth $418M in its 13F filing for Q2 2026, filed August 6, 2026.

Largest positions

  1. META META PLATFORMS INC — $65.0M (15.5%)
  2. NVDA NVIDIA CORPORATION — $60.5M (14.5%)
  3. AAPL APPLE INC — $33.2M (8.0%)
  4. AMD ADVANCED MICRO DEVICES INC — $24.8M (5.9%)
  5. SMH VANECK ETF TRUST — $18.3M (4.4%)
  6. FV FIRST TR EXCHANGE TRADED FD — $13.5M (3.2%)
  7. QQQ Invesco Qqq Tr — $12.2M (2.9%)
  8. MU MICRON TECHNOLOGY INC — $11.7M (2.8%)
  9. FVD FIRST TR EXCHANGE-TRADED FD — $10.8M (2.6%)
  10. FTCS FIRST TR EXCHANGE-TRADED FD — $10.7M (2.6%)