Concurrent Investment Advisors, LLC
Concurrent Investment Advisors, LLC reported 2,097 positions worth $11.75B as of June 30, 2026 (13F filed July 27, 2026). Largest holding: VOO (3.2%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VOO | SH | $373.4M | 3.18% | 543,613 | — | — | |
| ▸ 2 | AAPL | SH | $323.4M | 2.75% | 1,133,468 | — | — | |
| ▸ 3 | NVDA | SH | $292.8M | 2.49% | 1,463,389 | — | — | |
| ▸ 4 | MSFT | SH | $240.5M | 2.05% | 644,821 | — | — | |
| ▸ 5 | SPY | SH | $175.5M | 1.49% | 234,947 | — | — | |
| ▸ 6 | AMZN | SH | $171.8M | 1.46% | 720,984 | — | — | |
| ▸ 7 | GOOGL | SH | $156.4M | 1.33% | 437,581 | — | — | |
| ▸ 8 | QQQ | SH | $149.9M | 1.28% | 203,613 | — | — | |
| ▸ 9 | IVV | SH | $149.6M | 1.27% | 199,808 | — | — | |
| ▸ 10 | AVGO | SH | $114.6M | 0.98% | 303,319 | — | — |
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Frequently Asked Questions
What stocks does Concurrent Investment Advisors, LLC hold as of Q2 2026?
Concurrent Investment Advisors, LLC reported 2097 positions worth $11.75B in its Q2 2026 13F filing. Largest positions: VOO (3.2%), AAPL (2.8%), NVDA (2.5%), MSFT (2.0%) and SPY (1.5%).
What did Concurrent Investment Advisors, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Concurrent Investment Advisors, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.