Concurrent Investment Advisors, LLC — 13F holdings

Concurrent Investment Advisors, LLC reported 3,438 holdings worth $14.5B in its 13F filing for Q3 2026, filed October 16, 2026.

Largest positions

  1. AAPL APPLE INC — $464M (3.2%)
  2. NVDA NVIDIA CORPORATION — $450M (3.1%)
  3. VOO VANGUARD INDEX FDS — $423M (2.9%)
  4. MSFT MICROSOFT CORP — $389M (2.7%)
  5. IVV ISHARES TR — $294M (2.0%)
  6. AMZN AMAZON COM INC — $243M (1.7%)
  7. SPY SPDR S&P 500 ETF TR — $219M (1.5%)
  8. GOOGL ALPHABET INC — $182M (1.3%)
  9. QQQ Invesco Qqq Tr — $158M (1.1%)
  10. IEFA ISHARES TR — $133M (0.9%)