Concurrent Investment Advisors, LLC

Concurrent Investment Advisors, LLC reported $9.2B in 13F holdings for the quarter ending 2026-03-31, concentrated in etf with leading positions in AAPL, NVDA, MSFT. Notable moves this quarter: MSFT INCREASED ($-59.6M); GLD INCREASED (+$51.2M). 10 new positions initiated, 10 closed out, reflecting 60 total changes from the prior quarter.