StockDriftsStockDriftsTop 50 Concurrent Investment Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 3.21% | 1.40M | $462.3M | +23.89%(+270.75K) | $239.95(+42.92%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 3.12% | 1.97M | $450.0M | +34.66%(+507.15K) | $153.78(+41.17%) | 2026-09-30 | |
| VOO | VANGUARD INDEX FDS | 2.93% | 603.6K | $423.0M | +11.03%(+59.98K) | $570.10(+23.59%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 2.68% | 752.6K | $386.0M | +16.72%(+107.80K) | $426.54(+25.08%) | 2026-09-30 | |
| IVV | ISHARES TR | 2.04% | 384.0K | $294.1M | +92.19%(+184.20K) | $671.76(+14.63%) | 2026-09-30 | |
| AMZN | AMAZON COM INC | 1.68% | 973.4K | $242.5M | +35.01%(+252.42K) | $207.33(+26.59%) | 2026-09-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 1.48% | 280.0K | $213.5M | +19.17%(+45.05K) | $584.14(+31.21%) | 2026-09-30 | |
| GOOGL | ALPHABET INC | 1.26% | 529.4K | $182.2M | +20.99%(+91.85K) | $241.65(+42.43%) | 2026-09-30 | |
| QQQ | INVESCO QQQ TR | 1.09% | 212.8K | $157.4M | +4.51%(+9.17K) | $530.74(+35.35%) | 2026-09-30 | |
| IEFA | ISHARES TR | 0.92% | 1.37M | $132.9M | +47.09%(+439.07K) | $85.77(+11.88%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (11 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +53.16% |
| Top 20 Holdings Unweighted | — | — | — | — | +52.00% |
Concurrent Investment Advisors LLC reports $14.46B in US-listed equity holdings across 2,280 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (3.2%), NVDA (3.1%) and VOO (2.9%). The top 20 holdings account for 28.09% of reported assets. Its disclosed equity book has returned +53.16% cumulatively over 11 quarters. Figures reflect the Q3 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