Arkolith/Funds/Concentrum Wealth Management

Concentrum Wealth Management

CIK 1765387Wealth platform
Holdings as of Sep 30, 2025·disclosed Nov 10, 2025·~41-day 13F lag·13F-HR
Active Filer

Concentrum Wealth Management holds a focused book of 79 stocks worth $346.6M as of Q3 2025 (disclosed Nov 10, 2025, a ~41-day 13F lag). This quarter they opened First TRST Nasd CL Edg Sgiif and trimmed Nvidia Corp. Their largest long position is Meta Platforms Inc-Class A at 25% of the equity book. Cloning the disclosed picks since 2024 would be +13% (+7.2%/yr). That is a simulation of the disclosed long book, not audited returns.

Opened
24
bought for the first time
Added to
45
already held, bought more
Trimmed
20
sold some, still holds it
Sold out
1
exited the position entirely

Growth of $10,000: cloning the disclosed book

If you'd copied them
+13.0%
+7.2%/yr · since Nov '24
Their reported book
+12.7%
held from quarter-end
S&P 500
+31.7%
same window
$8K$9K$11K$12K$13KNov '24Mar '25Jul '25Dec '25Apr '26Aug '26
Concentrum Wealth Management (copied at disclosure) S&P 500

Growth of $10,000 cloning Concentrum Wealth Management's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~41 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: focused book

Top 5 holdings
56%
Top 10 holdings
70%
Top 20 holdings
86%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

74% mapped to company sectors

Information Technology
60%
ETF / fund or unclassified
26%
Financials
7%
Consumer Discretionary
5%
Health Care
1%
Consumer Staples
0%
Communication Services
0%
Energy
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Concentrum Wealth Management

Manager / fundShared namesTheir $ in those
OSAIC HOLDINGS, INC.78 / 79$16.4B
MORGAN STANLEY77 / 79$539.3B
JPMORGAN CHASE & CO77 / 79$506.8B
WELLS FARGO & COMPANY/MN77 / 79$140.0B
Farther Finance Advisors, LLC77 / 79$2.4B
ROYAL BANK OF CANADA76 / 79$154.5B
RAYMOND JAMES FINANCIAL INC76 / 79$78.8B
LPL Financial LLC76 / 79$75.7B

Ranked by how many of Concentrum Wealth Management's top 79 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

79 positions
#SecurityValueShares% PortLast moveHistory
1Meta Platforms Inc CL A
Stock
$87.7M1.24M
25.3%
10×
Added · +1.1M sh
2Nvidia Corp
Stock
$55.3M296.6K
16.0%
−5.3%
Reduced · −17K sh
3Apple Inc
Stock
$27.5M108.2K
7.9%
−7.7%
Reduced · −9K sh
4Powershares QQQ TR
ETF
$12.3M20.5K
3.5%
−25%
Reduced · −7K sh
5First TR Exchange Traded FD VI Dorsey Wright Focus 5 ETF
ETF
$10.6M170.7K
3.0%
+3.1%
Added · +5K sh
6First TR Exchange Traded FD DB Strategic Value Index FD
ETF
$10.2M109.4K
3.0%
+5.1%
Added · +5K sh
7First Trust Value Line Dividend Index Fund
ETF
$9.6M208.0K
2.8%
+6.1%
Added · +12K sh
8Vaneck Semiconductor ETF
ETF
$9.5M29.1K
2.7%
+8.1%
Added · +2K sh
9Tesla Motors Inc
Stock
$9.3M20.9K
2.7%
+3.8%
Added · +765 sh
10Microsoft
Stock
$9.1M17.6K
2.6%
+4.4%
Added · +741 sh
11Ishares Bitcoin Trust ETF
ETF
$8.7M133.9K
2.5%
+17%
Added · +19K sh
12Berkshire Hathaway Inc Del CL B New
Stock
$8.2M16.3K
2.4%
+8.6%
Added · +1K sh
13Advanced Micro Devices Inc Com
Stock
$7.0M43.6K
2.0%
+2.2%
Added · +945 sh
14Amazon.com Inc
Stock
$6.1M27.7K
1.8%
+9.7%
Added · +2K sh
15SPDR Gold ETF
ETF
$5.3M15.0K
1.5%
+86%
Added · +7K sh
16First Trust Nasdaq Cybersecurity ETF
ETF
$4.7M61.9K
1.4%
−23%
Reduced · −19K sh
17First Trust Nasdaq-100 Technology Sector Index Fund
ETF
$4.6M20.2K
1.3%
−23%
Reduced · −6K sh
18Alphabet Inc Cap STK CL C
Stock
$4.2M17.1K
1.2%
−0.8%
Reduced · −138 sh
19Invesco S&P Midcap Quality ETF
ETF
$3.9M37.6K
1.1%
+7.8%
Added · +3K sh
20Vanguard Information Technology ETF
ETF
$3.5M4.7K
1.0%
+2.0%
Added · +90 sh
21Oracle Corporation
Stock
$3.4M11.9K
1.0%
+47%
Added · +4K sh
22FT Vest U.S. Equity Max Buffer ETF - May
ETF
$3.0M94.7K
0.9%
−17%
Reduced · −20K sh
23Adobe Sys Inc
Stock
$2.6M7.3K
0.7%
−8.9%
Reduced · −716 sh
24Ishares Semiconductor ETF
ETF
$2.5M9.3K
0.7%
−2.0%
Reduced · −194 sh
25First TR Exchange Traded FD Dow Jones Internet Index FD
ETF
$2.5M8.9K
0.7%
+21%
Added · +2K sh
26Broadcom Inc Com
Stock
$1.9M5.9K
0.6%
+14%
Added · +717 sh
27Applied Matls Inc Com
Stock
$1.8M8.8K
0.5%
−0.1%
Reduced · −9 sh
28Dimensional U.S. Targeted Value ETF
ETF
$1.8M30.4K
0.5%
−33%
Reduced · −15K sh
29First Trust Smid Cap Rising Dividend Achievers ETF
ETF
$1.7M44.4K
0.5%
+0.3%
Added · +117 sh
30Walmart Inc Com
Stock
$1.6M15.8K
0.5%
+9.1%
Added · +1K sh
31Arista Networks Inc Com SHS
Stock
$1.6M11.1K
0.5%
+5.1%
Added · +535 sh
32Vanguard Total STK MKT
ETF
$1.5M4.6K
0.4%
+3.6%
Added · +160 sh
33Micron Technology
Stock
$1.4M8.6K
0.4%
+5.4%
Added · +444 sh
34Alphabet Inc Cap STK CL A
Stock
$1.4M5.6K
0.4%
+14%
Added · +676 sh
35Ishares TR Msci USA Minimum Volatility Index FD
ETF
$1.3M13.7K
0.4%
−0.2%
Reduced · −24 sh
36Costco WHSL Corp New Com
Stock
$1.1M1.2K
0.3%
+18%
Added · +181 sh
37Gilead Sciences Inc
Stock
$992K8.9K
0.3%
+35%
Added · +2K sh
38Utilities Select Sector SPDR Fund
ETF
$888K10.2K
0.3%
+199%
Added · +7K sh
39FT Vest Laddered Buffer ETF
ETF
$855K25.6K
0.2%
+2.5%
Added · +637 sh
40First TR Ipox 100 Index FD SHS
ETF
$782K4.7K
0.2%
−15%
Reduced · −800 sh
41First Trust Low Duration Opportunities ETF
ETF
$724K14.5K
0.2%
Held
42Salesforce Com
Stock
$709K3.0K
0.2%
−1.0%
Reduced · −31 sh
43Exxon Mobil Corp Com
Stock
$636K5.6K
0.2%
+2.4%
Added · +134 sh
44Bitwise Bitcoin ETF Trust
ETF
$634K10.2K
0.2%
+1.1%
Added · +115 sh
45Samsara Inc Com CL A
Stock
$634K17.0K
0.2%
−2.0%
Reduced · −345 sh
46Autozone Inc Com
Stock
$566K132
0.2%
+17%
Added · +19 sh
47General MLS Inc Com
Stock
$529K10.5K
0.2%
+3.2%
Added · +326 sh
48JPMorgan Chase & Co. Com
Stock
$406K1.3K
0.1%
+10%
Added · +118 sh
49Global X Copper Miners ETF
ETF
$395K6.6K
0.1%
Held
50Philip Morris Intl Inc
Stock
$395K2.4K
0.1%
−5.3%
Reduced · −136 sh
Showing 50 of 79 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q3 2025Sep 30, 2025Nov 10, 202579$346.6M13F-HR
Q2 2025Jun 30, 2025Aug 12, 202573$318.7M13F-HR
Q1 2025Mar 31, 2025May 7, 202576$269.8M13F-HR
Q4 2024Dec 31, 2024Feb 13, 202580$284.3M13F-HR
Q3 2024Sep 30, 2024Nov 13, 202473$257.0M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.