StockDriftsStockDriftsTop 50 Concurrent Investment Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 3.19% | 543.6K | $373.4M | +57.97%(+199.50K) | $556.44(+27.78%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.76% | 1.13M | $323.4M | +6.19%(+66.11K) | $222.93(+37.56%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.5% | 1.46M | $292.8M | +6.92%(+94.65K) | $132.83(+65.98%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.06% | 644.8K | $240.5M | +10.99%(+63.83K) | $423.80(+18.63%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 1.5% | 234.9K | $175.5M | +23.26%(+44.34K) | $551.44(+40.27%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 1.47% | 721.0K | $171.8M | +9.84%(+64.57K) | $194.58(+41.30%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 1.34% | 437.6K | $156.4M | +15.86%(+59.89K) | $218.76(+60.66%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 1.28% | 203.6K | $149.9M | +43.95%(+62.16K) | $521.40(+38.25%) | 2026-06-30 | |
| IVV | ISHARES TR | 1.28% | 199.8K | $149.6M | +24.20%(+38.93K) | $592.84(+31.12%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 0.98% | 303.3K | $114.6M | +11.12%(+30.36K) | $248.30(+69.30%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +43.77% |
| Top 20 Holdings Unweighted | — | — | — | — | +45.76% |
Concurrent Investment Advisors, LLC reports $11.75B in US-listed equity holdings across 2,027 positions in its most recent 13F filing. Its largest disclosed positions are VOO (3.2%), AAPL (2.8%) and NVDA (2.5%). The top 20 holdings account for 26.41% of reported assets. Its disclosed equity book has returned +43.77% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Concurrent Investment Advisors, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2001015). View Concurrent Investment Advisors, LLC’s 13F filings on SEC