DOSSIER · 13F-HR · Q2 2026
Concurrent Investment Advisors, LLC
$11.8B in tracked AUM across 3,680 positions as of Q2 2026.
CI
CIK 0002001015 · last filed Jun 30, 2026
AI Analysis · Q2 2026
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.
Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology
Quarter at a glance — Q2 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q2 2026.