CIK 2001015
Concurrent Investment Advisors, LLC
Institutional 13F holdings & portfolio
Holdings
1,713
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 1,713
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 507K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 268K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 231K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 173K | $1M+ | SH |
| IAU | ISHARES GOLD TR | 1.2M | $1M+ | SH |
| META | META PLATFORMS INC | 117K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 210K | $1M+ | SH |
| VTV | VANGUARD INDEX FDS | 325K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 162K | $1M+ | SH |
| GLD | SPDR GOLD TR | 136K | $1M+ | SH |
| BAC | BANK AMERICA CORP | 772K | $1M+ | SH |
| MU | MICRON TECHNOLOGY INC | 147K | $1M+ | SH |
| XLK | SELECT SECTOR SPDR TR | 289K | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 184K | $1M+ | SH |
| FV | FIRST TR EXCHANGE TRADED FD | 564K | $1M+ | SH |
| LLY | ELI LILLY & CO | 32K | $1M+ | SH |
| SPYG | SPDR SERIES TRUST | 307K | $1M+ | SH |
| SCHG | SCHWAB STRATEGIC TR | 977K | $1M+ | SH |
| DGRW | WISDOMTREE TR | 351K | $1M+ | SH |
| V | VISA INC | 89K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 253K | $1M+ | SH |
| ABBV | ABBVIE INC | 120K | $1M+ | SH |
| IEMG | ISHARES INC | 399K | $1M+ | SH |
| MOAT | VANECK ETF TRUST | 254K | $1M+ | SH |
| VCIT | VANGUARD SCOTTSDALE FDS | 306K | $1M+ | SH |
| VYM | VANGUARD WHITEHALL FDS | 168K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 382K | $1M+ | SH |
| RDVY | FIRST TR EXCHANGE TRADED FD | 314K | $1M+ | SH |
| CGGR | CAPITAL GROUP GROWTH ETF | 485K | $1M+ | SH |
| IVV | ISHARES TR | 31K | $1M+ | SH |
| KO | COCA COLA CO | 301K | $1M+ | SH |
| MRK | MERCK & CO INC | 194K | $1M+ | SH |
| VGT | VANGUARD WORLD FD | 27K | $1M+ | SH |
| CB | CHUBB LIMITED | 65K | $1M+ | SH |
| TOTL | SSGA ACTIVE ETF TR | 502K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 64K | $1M+ | SH |
| IUSG | ISHARES TR | 110K | $1M+ | SH |
| USFR | WISDOMTREE TR | 361K | $1M+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 24 | $1M+ | SH |
| SPYV | SPDR SERIES TRUST | 315K | $1M+ | SH |
| CME | CME GROUP INC | 64K | $1M+ | SH |
| VIOV | VANGUARD ADMIRAL FDS INC | 179K | $1M+ | SH |
| SPYM | SPDR SERIES TRUST | 217K | $1M+ | SH |
| VGSH | VANGUARD SCOTTSDALE FDS | 295K | $1M+ | SH |
| VO | VANGUARD INDEX FDS | 59K | $1M+ | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 88K | $1M+ | SH |
| RTX | RTX CORPORATION | 88K | $1M+ | SH |
| NEE | NEXTERA ENERGY INC | 196K | $1M+ | SH |
| GE | GE AEROSPACE | 51K | $1M+ | SH |
| IUSV | ISHARES TR | 151K | $1M+ | SH |