Concentrum Wealth Management Portfolio Holdings
Concentrum Wealth Management
- $347 Billion
- Q3 2025
Concentrum Wealth Management has filed its 13F form on November 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $347 Billion distributed in 79 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Meta Platforms, Inc. with a value of $87.7B, Nvidia Corp with a value of $55.3B, Apple Inc. with a value of $27.5B, Invesco Qqq Trust, Series 1 with a value of $12.3B, and First Trust Dorsey Wright Focu with a value of $10.6B.
Examining the 13F form we can see an increase of $76.8B in the current position value, from $270B to 347B.
Below you can find more details about Concentrum Wealth Management portfolio as well as his latest detailed transactions.
Portfolio value
$347 Billion
Technology: $113 Billion
Communication Services: $93.6 Billion
ETFs: $92.2 Billion
Consumer Cyclical: $16 Billion
Financial Services: $9.24 Billion
Consumer Defensive: $3.93 Billion
Healthcare: $1.9 Billion
Industrials: $700 Million
Other: $636 Million