Holdings
Concurrent Investment Advisors, LLC
As of Sep 30, 2026, Concurrent Investment Advisors, LLC reported 2,213 positions worth US$14.1B. Largest: Apple Inc, Nvidia Corporation and Vanguard S&P 500 ETF. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 1.4M | US$462M | +271K | Sep 30, 2026 |
| Nvidia Corporation | 1.97M | US$450M | +507K | Sep 30, 2026 |
| Vanguard S&P 500 ETF | 604K | US$423M | new | Sep 30, 2026 |
| Microsoft Corp. | 753K | US$386M | +108K | Sep 30, 2026 |
| Alphabet Inc (google) Class C | 872K | US$299M | +153K | Sep 30, 2026 |
| iShares Core S&P 500 ETF | 384K | US$294M | new | Sep 30, 2026 |
| Amazon.com, Inc. | 973K | US$243M | +252K | Sep 30, 2026 |
| State Street SPDR S&P 500 ETF | 280K | US$214M | new | Sep 30, 2026 |
| Invesco QQQ Trust | 213K | US$157M | new | Sep 30, 2026 |
| iShares Core MSCI EAFE ETF | 1.37M | US$133M | new | Sep 30, 2026 |