Q3 2026 13F · SEC CIK 2001015

Concurrent Investment Advisors, LLC

Wealth managerFiled 2026-10-16 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $14.4B
Reported positions: 2,280
Top holdings a year, 3 yrs: +17.1%
Assets under management: $15.7B

Concurrent Investment Advisors, LLC is a wealth manager that reported 2,280 positions worth $14.4B in its Q3 2026 13F, filed 2026-10-16. Its largest holdings were Apple Inc (AAPL, 3.2%), Nvidia Corporation (NVDA, 3.1%), Vanguard Index Fds (VOO, 2.9%). A portfolio copying its top holdings returned 17.1% a year over the last 3 years, against 18.4% for the S&P 500.

Concurrent Investment Advisors, LLC holdings largest 50 of 2,280 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Concurrent Investment Advisors, LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
AAPLApple Inc	3.2%	2.8%	1,404,218	+23.9%	$462.3M
NVDANvidia Corporation	3.1%	2.5%	1,970,540	+34.7%	$450.0M
VOOVanguard Index Fds	2.9%	3.2%	603,593	+11.0%	$423.0M
MSFTMicrosoft Corp	2.7%	2.1%	752,616	+16.7%	$386.0M
IVVIshares Tr	2.0%	1.3%	384,008	+92.2%	$294.1M
AMZNAmazon Com Inc	1.7%	1.5%	973,401	+35.0%	$242.5M
SPYState Str Spdr S&p 500 ETF T	1.5%	1.5%	279,993	+19.2%	$213.5M
GOOGLAlphabet Inc	1.3%	1.3%	529,427	+21.0%	$182.2M
QQQInvesco Qqq Tr	1.1%	1.3%	212,787	+4.5%	$157.4M
IEFAIshares Tr	0.9%	0.8%	1,371,452	+47.1%	$132.9M
AVGOBroadcom Inc	0.9%	1.0%	354,629	+16.9%	$124.5M
VTVVanguard Index Fds	0.8%	0.9%	567,363	+17.4%	$122.6M
VTIVanguard Index Fds	0.8%	0.9%	319,962	+10.3%	$119.7M
GOOGAlphabet Inc	0.8%	0.9%	342,191	+20.5%	$116.6M
METAMeta Platforms Inc	0.8%	0.7%	157,064	+15.0%	$113.9M
JPMJpmorgan Chase & Co	0.8%	0.8%	331,813	+19.8%	$109.8M
MUMicron Technology Inc	0.8%	0.9%	102,314	+12.0%	$109.0M
VUGVanguard Index Fds	0.7%	0.8%	1,140,797	+6.3%	$102.8M
VGTVanguard World Fd	0.7%	—	763,152	—	$95.9M
FBNDFidelity Merrimack Str Tr	0.6%	0.6%	2,139,542	+49.0%	$92.6M
XLKSelect Sector Spdr Tr	0.6%	0.8%	472,165	-1.6%	$92.4M
AGGIshares Tr	0.6%	0.6%	970,619	+36.1%	$91.8M
IUSBIshares Tr	0.6%	—	2,037,669	—	$89.8M
IJRIshares Tr	0.6%	0.7%	622,199	+14.8%	$84.6M
XOMExxonmobil Holdings Corp	0.6%	—	509,579	—	$82.9M
IEMGIshares Inc	0.6%	0.5%	986,974	+41.9%	$80.1M
IJHIshares Tr	0.5%	0.5%	1,031,156	+24.9%	$74.2M
LLYEli Lilly & Co	0.5%	0.5%	63,892	+36.4%	$73.9M
VEAVanguard Ftse Developed Markets Index Fu	0.5%	0.5%	1,002,291	+30.0%	$70.8M
WMTWalmart Inc	0.5%	0.6%	674,480	+5.6%	$70.1M
BILSpdr Series Trust	0.5%	—	747,372	—	$68.5M
VWOVanguard Intl Equity Index F	0.5%	0.6%	1,108,627	+1.4%	$65.8M
LMBSFirst Tr Exchange-Traded Fd	0.5%	0.6%	1,349,939	+2.6%	$65.4M
VIGVanguard Specialized Funds	0.4%	0.5%	274,064	+16.6%	$63.9M
AMDAdvanced Micro Devices Inc	0.4%	0.4%	101,173	+21.3%	$61.9M
SMHVaneck ETF Trust	0.4%	0.5%	100,335	+18.0%	$61.1M
JNJJohnson & Johnson	0.4%	0.5%	230,042	-1.2%	$60.9M
IWDIshares Tr	0.4%	0.5%	242,556	+8.8%	$60.1M
PLTRPalantir Technologies Inc	0.4%	—	316,797	—	$59.3M
QQQMInvesco Exch Traded Fd Tr II	0.4%	—	187,102	—	$57.0M
VVisa Inc	0.4%	—	156,550	—	$56.3M
BRK-BBerkshire Hathaway Inc Del	0.4%	0.4%	110,314	+8.3%	$54.9M
GLDSpdr Gold Tr	0.4%	0.4%	143,584	+3.8%	$54.7M
IVWIshares Tr	0.4%	—	380,038	—	$54.1M
BACBank of Amer Corp	0.4%	0.4%	985,333	+10.4%	$53.6M
CGGRCapital Group Growth ETF	0.4%	0.5%	1,115,207	-0.2%	$52.9M
CSCOCisco Sys Inc	0.4%	0.5%	486,425	+5.1%	$52.4M
CGDVCapital Group Dividend Value	0.4%	0.4%	1,036,911	+6.8%	$50.7M
CRWDCrowdstrike Hldgs Inc	0.3%	—	190,640	—	$50.5M
SPLGSpdr Series Trust	0.3%	0.4%	556,681	+2.4%	$50.0M

What Concurrent Investment Advisors, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

IVV Ishares Tr+92.2% shares
FBND Fidelity Merrimack Str Tr+49.0% shares
IEFA Ishares Tr+47.1% shares
IEMG Ishares Inc+41.9% shares
LLY Eli Lilly & Co+36.4% shares
AGG Ishares Tr+36.1% shares
AMZN Amazon Com Inc+35.0% shares
NVDA Nvidia Corporation+34.7% shares

Reduced

No position shrank by more than 5%.

Left the top 50

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +16.0% /yr; S&P 500 +20.1%
3 years: +17.1% /yr; S&P 500 +18.4%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$14.4B	2,280
Q2 2026	$11.7B	2,027
Q1 2026	$9.2B	1,851
Q4 2025	$8.7B	1,713
Q3 2025	$5.8B	1,419
Q2 2025	$5.2B	1,342
Q1 2025	$4.1B	1,197
Q4 2024	$3.7B	1,041
Q3 2024	$3.4B	1,011
Q2 2024	$3.0B	933
Q1 2024	$2.5B	867
Q4 2023	$2.1B	828

Questions about Concurrent Investment Advisors, LLC's portfolio

What stocks does Concurrent Investment Advisors, LLC own?

Concurrent Investment Advisors, LLC's latest 13F, for Q3 2026 and filed Oct 16, 2026, lists 2,280 positions worth $14.4B. The largest are Apple Inc (AAPL) at 3.2%, Nvidia Corporation (NVDA) at 3.1%, Vanguard Index Fds (VOO) at 2.9%, Microsoft Corp (MSFT) at 2.7% and Ishares Tr (IVV) at 2.0%.

What did Concurrent Investment Advisors, LLC buy last quarter?

In Q3 2026, Concurrent Investment Advisors, LLC added Ishares Tr (IVV) (+92.2% shares), Fidelity Merrimack Str Tr (FBND) (+49.0% shares) and Ishares Tr (IEFA) (+47.1% shares), compared with its Q2 2026 filing.

What did Concurrent Investment Advisors, LLC sell last quarter?

In Q3 2026, Concurrent Investment Advisors, LLC cut from its top 50 Ishares Tr (IWM), cut from its top 50 Pimco ETF Tr (BOND), cut from its top 50 Caterpillar Inc (CAT), cut from its top 50 Ishares Tr (TLT) and cut from its top 50 Home Depot Inc (HD), compared with its Q2 2026 filing.

How has Concurrent Investment Advisors, LLC's portfolio performed?

A portfolio copying Concurrent Investment Advisors, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +17.1% a year over the last 3 years, against +18.4% for the S&P 500. Over 1 year: +16.0% against +20.1%.

When is Concurrent Investment Advisors, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Concurrent Investment Advisors, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Concurrent Investment Advisors, LLC manage?

Concurrent Investment Advisors, LLC reported $15.7B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $14.4B.