13F filer

Concurrent Investment Advisors

As of Sep 30, 2026 Filed Oct 16, 2026 CIK 2001015 SEC filings ↗

13F Value

$14.46B

Positions

2,382

Top Position

AAPL3.2%

Top 5

13.9%

Latest filing changes

vs Jun 30, 2026

1 IVV iShares Core S&P 500 ETF +92.2%+$141.1M

2 NVDA NVIDIA +34.7%+$115.8M

3 AAPL Apple +23.9%+$89.1M

4 VGT Vanguard Information Technology Index Fund — ETF Shares +236.2%+$67.4M

5 IUSB iShares Core Universal USD Bond ETF +234.9%+$63.0M

Holdings2,382

#							Trend (4Q)
1	AAPL Apple	3.2%	$462.3M	+23.9%	1.40M	2.8%		Common Stock
2	NVDA NVIDIA	3.1%	$450.0M	+34.7%	1.97M	2.5%		Common Stock
3	VOO Vanguard 500 Index Fund — ETF Shares	2.9%	$423.0M	+11.0%	603.6K	3.2%		ETF
4	MSFT Microsoft	2.7%	$386.0M	+16.7%	752.6K	2.0%		Common Stock
5	IVV iShares Core S&P 500 ETF	2.0%	$294.1M	+92.2%	384.0K	1.3%		ETF
6	AMZN Amazon	1.7%	$242.5M	+35.0%	973.4K	1.5%		Common Stock
7	SPY State Str SPDR S&P 500 ETF T — Tr Unit	1.5%	$213.5M	+19.2%	280.0K	1.5%		ETF
8	GOOGL Alphabet Class A Filing details 02079K305 Sep 30, 2026 529,427 reported quantity $182,165,023 reported value	1.3%	$182.2M	+21.0%	529.4K	1.3%		Common Stock
9	QQQ Invesco QQQ Trust, Series 1	1.1%	$157.4M	+4.5%	212.8K	1.3%		ETF
10	IEFA iShares Core MSCI EAFE ETF	0.9%	$132.9M	+47.1%	1.37M	0.8%		ETF
11	AVGO Broadcom	0.9%	$124.5M	+16.9%	354.6K	1.0%		Common Stock
12	VTV Vanguard Morningstar Value Index Fund — ETF Shares	0.8%	$122.6M	+17.4%	567.4K	0.9%		ETF
13	VTI Vanguard Morningstar Total Stock Market Index Fund — ETF Shares	0.8%	$119.7M	+10.3%	320.0K	0.9%		ETF
14	GOOG Alphabet Class C	0.8%	$116.6M	+20.5%	342.2K	0.9%		Common Stock
15	META Meta Platforms	0.8%	$113.9M	+15.0%	157.1K	0.7%		Common Stock
16	JPM JPMorgan Chase	0.8%	$109.8M	+19.8%	331.8K	0.8%		Common Stock
17	MU Micron Technology	0.8%	$109.0M	+12.0%	102.3K	0.9%		Common Stock
18	VUG Vanguard Morningstar Growth Index Fund — ETF Shares	0.7%	$102.8M	+6.3%	1.14M	0.8%		ETF
19	VGT Vanguard Information Technology Index Fund — ETF Shares	0.7%	$95.9M	+236.2%	763.2K	0.2%	—	ETF
20	FBND Fidelity Total Bond ETF	0.6%	$92.6M	+49.0%	2.14M	0.6%		ETF

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing171

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Jun 30, 2026). Prior values are shown for context and are not included in current totals.