DOSSIER · 13F-HR · Q3 2026

Concurrent Investment Advisors, LLC

$14.5B in tracked AUM across 3,438 positions as of Q3 2026.

CI

CIK 0002001015 · last filed Sep 30, 2026

Total AUM

$14.5B

as of Q3 2026

Holdings

3,438

+253 QoQ

positions

Whale Score

60

60

tracked

Activity

2364

+395 new, −142 sold

changes this Q

AI Analysis · Q3 2026

Concurrent Investment Advisors, LLC filed its latest 13F-HR for Q3 2026. 2364 position changes this quarter — 395 new, 142 exited, 1239 added, 588 trimmed.

Quarter at a glance — Q3 2026

2364 material changes this filing.

NVDANVIDIA CORPORATION

MSFTMICROSOFT CORP

XOMEXXONMOBIL HOLDINGS CORP

AMZNAMAZON COM INC

VGTVANGUARD WORLD FD

Top 10 holdings

By portfolio weight as of Q3 2026. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight

$464M1.4M3.2%02

NVIDIA CORPORATION

$450M2.0M3.1%03

VANGUARD INDEX FDS

$423M604K2.9%04

$389M758K2.7%05

$294M384K2.0%06

$243M976K1.7%07

STATE STR SPDR S&P 500 ETF T

$219M288K1.5%08

$182M530K1.3%09

$158M214K1.1%10

Filing history

$14.5B▲ 23.1%

3,438 positionsView →2026Q2Jun 30

$11.8B▲ 27.8%

3,680 positionsView →2026Q1Mar 31

3,357 positionsView →2025Q4Dec 31

3,051 positionsView →2025Q3Sep 30

1,497 positionsLocked 2025Q2Jun 30

1,404 positionsLocked 2025Q1Mar 31

1,236 positionsLocked 2024Q4Dec 31

1,120 positionsLocked 2024Q3Sep 30

1,092 positionsLocked 2024Q2Jun 30

988 positionsLocked 2024Q1Mar 31

922 positionsLocked 2023Q4Dec 31

846 positionsLocked