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 201–250 of 1,713
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| HIMU | BLACKROCK ETF TRUST II | 84K | $1M+ | SH |
| FN | FABRINET | 9K | $1M+ | SH |
| CGCP | CAPITAL GRP FIXED INCM ETF T | 181K | $1M+ | SH |
| SPAB | SPDR SERIES TRUST | 158K | $1M+ | SH |
| KNG | FIRST TR EXCHANGE-TRADED FD | 82K | $1M+ | SH |
| DFAS | DIMENSIONAL ETF TRUST | 58K | $1M+ | SH |
| MUB | ISHARES TR | 37K | $1M+ | SH |
| AZN | ASTRAZENECA PLC | 43K | $1M+ | SH |
| QYLD | GLOBAL X FDS | 224K | $1M+ | SH |
| CSCO | CISCO SYS INC | 51K | $1M+ | SH |
| APH | AMPHENOL CORP NEW | 29K | $1M+ | SH |
| IBB | ISHARES TR | 23K | $1M+ | SH |
| CIBR | FIRST TR EXCHANGE TRADED FD | 55K | $1M+ | SH |
| QCOM | QUALCOMM INC | 23K | $1M+ | SH |
| TBIL | RBB FD INC | 77K | $1M+ | SH |
| NSC | NORFOLK SOUTHN CORP | 13K | $1M+ | SH |
| EFV | ISHARES TR | 54K | $1M+ | SH |
| NEAR | ISHARES U S ETF TR | 74K | $1M+ | SH |
| KMI | KINDER MORGAN INC DEL | 136K | $1M+ | SH |
| DFAU | DIMENSIONAL ETF TRUST | 80K | $1M+ | SH |
| NLR | VANECK ETF TRUST | 30K | $1M+ | SH |
| LVHI | LEGG MASON ETF INVT | 98K | $1M+ | SH |
| LMBS | FIRST TR EXCHANGE-TRADED FD | 72K | $1M+ | SH |
| RF | REGIONS FINANCIAL CORP NEW | 132K | $1M+ | SH |
| WELL | WELLTOWER INC | 19K | $1M+ | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 72K | $1M+ | SH |
| VRTX | VERTEX PHARMACEUTICALS INC | 8K | $1M+ | SH |
| BKLN | INVESCO EXCH TRADED FD TR II | 170K | $1M+ | SH |
| USB | US BANCORP DEL | 67K | $1M+ | SH |
| BK | BANK NEW YORK MELLON CORP | 31K | $1M+ | SH |
| MCD | MCDONALDS CORP | 12K | $1M+ | SH |
| SHW | SHERWIN WILLIAMS CO | 11K | $1M+ | SH |
| VEU | VANGUARD INTL EQUITY INDEX F | 48K | $1M+ | SH |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | 101K | $1M+ | SH |
| ITOT | ISHARES TR | 23K | $1M+ | SH |
| BAI | BLACKROCK ETF TRUST | 104K | $1M+ | SH |
| TCAF | T ROWE PRICE ETF INC | 90K | $1M+ | SH |
| CEF | SPROTT ASSET MANAGEMENT LP | 75K | $1M+ | SH |
| GOVI | INVESCO EXCH TRADED FD TR II | 124K | $1M+ | SH |
| CORZ | CORE SCIENTIFIC INC NEW | 235K | $1M+ | SH |
| COHR | COHERENT CORP | 18K | $1M+ | SH |
| PAAA | PGIM ETF TR | 65K | $1M+ | SH |
| INTU | INTUIT | 5K | $1M+ | SH |
| PFF | ISHARES TR | 106K | $1M+ | SH |
| WEC | WEC ENERGY GROUP INC | 31K | $1M+ | SH |
| DUNK | TIDAL TRUST I | 131K | $1M+ | SH |
| LDRX | RBB FD INC | 97K | $1M+ | SH |
| CPAI | NORTHERN LTS FD TR III | 79K | $1M+ | SH |
| CMCSA | COMCAST CORP NEW | 106K | $1M+ | SH |
| FIXD | FIRST TR EXCHNG TRADED FD VI | 71K | $1M+ | SH |