Concurrent Investment Advisors, LLC Portfolio Holdings

Concurrent Investment Advisors, LLC

  • $8.78 Trillion
  • Q4 2025

Concurrent Investment Advisors, LLC has filed its 13F form on January 29, 2026 for Q4 2025 where it was disclosed a total value porftolio of $8.78 Trillion distributed in 3051 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $279B, Microsoft Corp with a value of $271B, Nvidia Corp with a value of $257B, Ishares Gold Trust with a value of $206B, and Vanguard Index Fds S&P 500 ETF with a value of $180B.

Examining the 13F form we can see an increase of $2.95T in the current position value, from $5.83T to 8.78T.

Concurrent Investment Advisors, LLC is based out at Tampa, FL

Below you can find more details about Concurrent Investment Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $8.78 Trillion
Technology: $1.42 Trillion
Financial Services: $638 Billion
Consumer Cyclical: $416 Billion
Industrials: $390 Billion
Communication Services: $388 Billion
Healthcare: $356 Billion
Consumer Defensive: $220 Billion
Energy: $162 Billion
Other: $266 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$4 Billion 0.05% of portfolio
190,684
Q4 2025 Added 14.36%
$0
$4.17 Billion 0.05% of portfolio
151,327
Q4 2025 Reduced 9.3%
$0
$4.76 Billion 0.05% of portfolio
66,627
Q4 2025 Reduced 5.68%
Ishares Bitcoin Trust ETF
-
$4.41 Billion 0.05% of portfolio
-
Q4 2025 Added 53.72%
$24.1B
$4.74 Billion 0.05% of portfolio
73,656
Q4 2025 Added 19.07%
$0
$4.69 Billion 0.05% of portfolio
15,563
Q4 2025 Added 9.85%
$0
$4.82 Billion 0.05% of portfolio
34,122
Q4 2025 Added 361.42%
$0
$3.98 Billion 0.05% of portfolio
59,228
Q4 2025 New
$0
$4.07 Billion 0.05% of portfolio
37,981
Q4 2025 Added 4.31%
$0
$4.51 Billion 0.05% of portfolio
48,848
Q4 2025 New
$0
$4.82 Billion 0.05% of portfolio
93,193
Q4 2025 Added 696.32%
$61.6B
$4.13 Billion 0.05% of portfolio
150,251
Q4 2025 Added 19.61%
Linde PLC
-
$4.77 Billion 0.05% of portfolio
-
Q4 2025 Added 12.8%
$89.7B
$4.49 Billion 0.05% of portfolio
24,202
Q4 2025 Added 70.68%
$62.7B
$4.14 Billion 0.05% of portfolio
52,494
Q4 2025 Added 20.71%
$10.4B
$4.21 Billion 0.05% of portfolio
83,416
Q4 2025 Added 916.52%
$65.7B
$4.07 Billion 0.05% of portfolio
14,092
Q4 2025 Added 14.71%
Northern Lts Fd Tr Iii
-
$4.31 Billion 0.05% of portfolio
-
Q4 2025 New
$66.3B
$4.11 Billion 0.05% of portfolio
19,414
Q4 2025 Added 23.54%
$270B
$4.09 Billion 0.05% of portfolio
55,626
Q4 2025 Added 11.73%
$0
$4.77 Billion 0.05% of portfolio
53,528
Q4 2025 Added 1,670.69%
$0
$4.19 Billion 0.05% of portfolio
162,820
Q4 2025 Added 1,955.81%
$6.15B
$3.97 Billion 0.05% of portfolio
79,293
Q4 2025 Added 36.33%
$0
$4.14 Billion 0.05% of portfolio
19,788
Q4 2025 Added 12.34%
$0
$4.52 Billion 0.05% of portfolio
61,508
Q4 2025 Added 103.2%
$0
$4.25 Billion 0.05% of portfolio
53,315
Q4 2025 Added 32.92%
$0
$4.21 Billion 0.05% of portfolio
29,829
Q4 2025 Added 1.5%
$0
$4.54 Billion 0.05% of portfolio
15,781
Q4 2025 Reduced 3.86%
$111B
$4.41 Billion 0.05% of portfolio
9,734
Q4 2025 Added 242.87%
$72.7B
$4.02 Billion 0.05% of portfolio
24,902
Q4 2025 Added 745.57%
$89.8B
$4.16 Billion 0.05% of portfolio
22,422
Q4 2025 Added 14.98%
$57.9B
$3.54 Billion 0.04% of portfolio
17,013
Q4 2025 Added 23.61%
-
$3.31 Billion 0.04% of portfolio
-
Q4 2025 Added 236.98%
Ark 21 Shares Bitcoin ETF
-
$3.62 Billion 0.04% of portfolio
-
Q4 2025 Reduced 0.61%
$54.5B
$3.46 Billion 0.04% of portfolio
17,834
Q4 2025 Added 30.77%
$17B
$3.12 Billion 0.04% of portfolio
70,280
Q4 2025 Added 100.57%
$34.9B
$3.8 Billion 0.04% of portfolio
17,046
Q4 2025 Added 51.43%
$65.7B
$3.74 Billion 0.04% of portfolio
47,317
Q4 2025 Added 76.35%
$120B
$3.43 Billion 0.04% of portfolio
114,791
Q4 2025 Added 46.32%
$69.4B
$3.17 Billion 0.04% of portfolio
36,171
Q4 2025 Added 11.59%
$45.5B
$3.59 Billion 0.04% of portfolio
23,199
Q4 2025 Added 10.09%
$0
$3.72 Billion 0.04% of portfolio
79,560
Q4 2025 Added 66.66%
$96.7B
$3.19 Billion 0.04% of portfolio
66,769
Q4 2025 Added 32.27%
$0
$3.52 Billion 0.04% of portfolio
35,753
Q4 2025 Reduced 11.25%
$0
$3.31 Billion 0.04% of portfolio
79,655
Q4 2025 Added 132.02%
$0
$3.93 Billion 0.04% of portfolio
54,946
Q4 2025 Added 10.76%
$0
$3.39 Billion 0.04% of portfolio
56,557
Q4 2025 Added 210.65%
$0
$3.67 Billion 0.04% of portfolio
87,777
Q4 2025 Added 13.61%
$0
$3.1 Billion 0.04% of portfolio
11,502
Q4 2025 Added 53.65%

Summary

  • Portfolio
  • No. of Stocks 3,051
  • Current Value $8.78 Trillion
  • Prior Value $5.83 Trillion
  • Filing
  • Period Q4 2025
  • Filing Date January 29, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 348 stocks
  • Additional Purchases 1,108 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 203 stocks
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