Concurrent Investment Advisors
Concurrent Investment Advisors reported 2,280 stocks worth $14.4B in its 13F filing for Q3 2026, filed Oct 16, 2026. Its largest holdings are AAPL (3.2%), NVDA (3.1%) and VOO (2.9%). Compared with Q2 2026, the fund opened new positions in XOM and ACIO, added to AAPL, NVDA and VOO, trimmed XLK, JNJ and CGGR and sold out of FPXI, IFV and FEAC.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AAPL Apple Inc | $462M | 3.2% | 1.4M | +271K (+24%) | 8 of 8 | |
| 2 |  NVDA Nvidia Corporation | $450M | 3.1% | 2M | +507K (+35%) | 8 of 8 | |
| 3 |  VOO Vanguard S&P 500 ETF | $423M | 2.9% | 604K | +60K (+11%) | 8 of 8 | |
| 4 |  MSFT Microsoft Corp | $386M | 2.7% | 753K | +108K (+17%) | 8 of 8 | |
| 5 |  IVV Ishares TR | $294M | 2.0% | 384K | +184K (+92%) | 8 of 8 | |
| 6 |  AMZN Amazon Com Inc | $243M | 1.7% | 973K | +252K (+35%) | 8 of 8 | |
| 7 |  SPY Spdr S&P 500 ETF TR | $214M | 1.5% | 280K | +45K (+19%) | 8 of 8 | |
| 8 |  GOOGL Alphabet Inc | $182M | 1.3% | 529K | +92K (+21%) | 8 of 8 | |
| 9 |  QQQ Invesco Qqq TR | $157M | 1.1% | 213K | +9,174 (+5%) | 8 of 8 | |
| 10 |  IEFA Ishares TR | $133M | 0.9% | 1.4M | +439K (+47%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 FPXI First TR Exchange Traded FD | $34.3M | 409K |
 IFV First TR Exchange Traded FD | $32.7M | 1.2M |
 FEAC Fidelity Covington Trust | $22.3M | 688K |
DIMENSIONAL ETF TRUST | $16.5M | 371K |
 OKE Oneok Inc New | $15.4M | 177K |
🔒 Free account: see all 30.
Options
valued at the underlying shares| Stock | Type | Value | Shares | Change |
|---|---|---|---|---|
 ABBV Abbvie Inc | Call | $6.2M | 24K | 0 |
SPY Spdr S&P 500 ETF TR | Put | $4.7M | 6,100 | −1,700 |
 PEP Pepsico Inc | Put | $3.2M | 26K | 0 |
 MU Micron Technology Inc | Call | $3M | 2,800 | +2,800 |
MSFT Microsoft Corp | Call | $2.6M | 5,000 | +1,000 |
🔒 Free account: see all 20.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 16, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Concurrent Investment Advisors 13F FAQ
What does Concurrent Investment Advisors own?
Concurrent Investment Advisors reported 2,280 stocks worth $14.4B in its 13F filing for Q3 2026, filed Oct 16, 2026. Its largest holdings are AAPL (3.2%), NVDA (3.1%) and VOO (2.9%). The table above lists every position in the filing (the top 10 without an account).
What did Concurrent Investment Advisors buy and sell in Q3 2026?
Compared with Q2 2026: 395 new positions, 1,237 added to, 577 trimmed and 142 sold out. New positions include XOM and ACIO. It sold all of FPXI, IFV and FEAC.
When will Concurrent Investment Advisors file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Concurrent Investment Advisors's portfolio worth?
The Q3 2026 filing reports $14.4B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.