Arkolith/Funds/Concurrent Investment Advisors, LLC

Concurrent Investment Advisors, LLC

CIK 2001015
Holdings as of Jun 30, 2026·disclosed Jul 27, 2026·~27-day 13F lag·13F-HR
Active Filer

Concurrent Investment Advisors, LLC holds a diversified book of 2027 stocks worth $11.7B as of Q2 2026 (disclosed Jul 27, 2026, a ~27-day 13F lag). This quarter they opened First Trust International Eq and trimmed Micron Technology Inc. Their largest long position is Vanguard S&P 500 ETF at 3% of the equity book. They also disclosed $22.6M in put options (a bearish bet) and $29.3M in call options (bullish), shown separately below and excluded from the equity book.

Opened
353
bought for the first time
Added to
1152
already held, bought more
Trimmed
526
sold some, still holds it
Sold out
97
exited the position entirely

Concentration

Top-heavy: diversified book

Top 5 holdings
12%
Top 10 holdings
18%
Top 20 holdings
26%

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

Direct sector allocation

46% mapped to company sectors

ETF / fund or unclassified
54%
Information Technology
20%
Financials
7%
Industrials
5%
Consumer Discretionary
5%
Health Care
4%
Materials
2%
Utilities
2%

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 Concurrent Investment Advisors, LLC

Manager / fundShared namesTheir $ in those
FMR LLC80 / 80$817.2B
MORGAN STANLEY80 / 80$692.7B
BANK OF AMERICA CORP /DE/80 / 80$567.3B
WELLS FARGO & COMPANY/MN80 / 80$218.3B
ROYAL BANK OF CANADA80 / 80$186.8B
UBS Group AG80 / 80$185.8B
LPL Financial LLC80 / 80$139.3B
RAYMOND JAMES FINANCIAL INC80 / 80$136.1B

Ranked by how many of Concurrent Investment Advisors, LLC's top 80 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.

2,027 positions
#SecurityValueShares% PortLast moveHistory
1Vanguard Index FDS
S&P 500 ETF SHS
$373.4M543.6K
3.2%
+58%
Added · +199K sh
2Apple Inc
COM
$323.4M1.13M
2.8%
+6.2%
Added · +66K sh
3Nvidia Corporation
COM
$292.8M1.46M
2.5%
+6.9%
Added · +95K sh
4Microsoft Corp
COM
$240.5M644.8K
2.1%
+11%
Added · +64K sh
5State STR SPDR S&P 500 ETF T
TR UNIT
$175.5M234.9K
1.5%
+23%
Added · +44K sh
6Amazon Com Inc
COM
$171.8M721.0K
1.5%
+9.8%
Added · +65K sh
7Alphabet Inc
CAP STK CL A
$156.4M437.6K
1.3%
+16%
Added · +60K sh
8Invesco QQQ TR
UNIT SER 1
$149.9M203.6K
1.3%
+44%
Added · +62K sh
9Ishares TR
CORE S&P500 ETF
$149.6M199.8K
1.3%
+24%
Added · +39K sh
10Broadcom Inc
COM
$114.6M303.3K
1.0%
+11%
Added · +30K sh
11Vanguard Index FDS
TOTAL STK MKT
$107.4M290.1K
0.9%
+65%
Added · +115K sh
12Micron Technology Inc
COM
$105.4M91.3K
0.9%
−23%
Reduced · −28K sh
13Vanguard Index FDS
VALUE ETF
$105.3M483.4K
0.9%
+41%
Added · +140K sh
14Alphabet Inc
CAP STK CL C
$100.3M283.9K
0.9%
+8.3%
Added · +22K sh
15Vanguard Index FDS
GROWTH ETF
$92.5M1.07M
0.8%
+743%
Added · +946K sh
16Select Sector SPDR TR
ST STR TECHN ETF
$91.4M479.8K
0.8%
+17%
Added · +70K sh
17JPMorgan Chase & Co
COM
$90.7M277.0K
0.8%
+14%
Added · +34K sh
18Ishares TR
CORE MSCI EAFE
$90.0M932.4K
0.8%
+32%
Added · +224K sh
19Ishares TR
CORE S&P SCP ETF
$80.4M542.1K
0.7%
+44%
Added · +165K sh
20Meta Platforms Inc
CL A
$77.0M136.6K
0.7%
+6.8%
Added · +9K sh
21Walmart Inc
COM
$72.4M638.9K
0.6%
−0.8%
Reduced · −5K sh
22Ishares TR
CORE US AGGBD ET
$70.6M713.1K
0.6%
+73%
Added · +301K sh
23First TR Exchange-Traded FD
FST LOW OPPT EFT
$65.5M1.32M
0.6%
−7.7%
Reduced · −109K sh
24Fidelity Merrimack STR TR
TOTAL BD ETF
$65.3M1.44M
0.6%
+8.4%
Added · +112K sh
25Vanguard Intl Equity Index F
FTSE EMR MKT ETF
$65.2M1.09M
0.6%
+16%
Added · +147K sh
26Ishares TR
CORE S&P MCP ETF
$63.7M825.6K
0.5%
+53%
Added · +287K sh
27Johnson & Johnson
COM
$59.1M232.8K
0.5%
+18%
Added · +36K sh
28Ishares Inc
CORE MSCI EMKT
$57.6M695.3K
0.5%
+12%
Added · +77K sh
29Ishares TR
RUSSELL 2000 ETF
$57.1M190.1K
0.5%
+69%
Added · +77K sh
30Eli Lilly & Co
COM
$56.2M46.8K
0.5%
+9.3%
Added · +4K sh
31Vaneck ETF Trust
SEMICONDUCTR ETF
$55.8M85.0K
0.5%
−4.1%
Reduced · −4K sh
32Vanguard Specialized Funds
DIV APP ETF
$55.6M235.1K
0.5%
+23%
Added · +45K sh
33Pimco ETF TR
ACTIVE BD ETF
$55.5M602.4K
0.5%
+6.3%
Added · +35K sh
34Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$54.9M770.9K
0.5%
+83%
Added · +351K sh
35Cisco Sys Inc
COM
$54.4M462.8K
0.5%
+25%
Added · +94K sh
36Ishares TR
RUS 1000 VAL ETF
$54.0M222.9K
0.5%
+18%
Added · +33K sh
37Capital Group Growth ETF
SHS CREAT UNIT
$52.7M1.12M
0.5%
+10%
Added · +105K sh
38Berkshire Hathaway Inc Del
CL B NEW
$51.0M101.8K
0.4%
+18%
Added · +16K sh
39SPDR Gold TR
GOLD SHS
$50.9M138.3K
0.4%
−44%
Reduced · −109K sh
40Bank Of Amer Corp
COM
$50.9M892.6K
0.4%
+6.8%
Added · +57K sh
41Caterpillar Inc
COM
$49.2M46.2K
0.4%
+13%
Added · +5K sh
42Ishares TR
20 YR TR BD ETF
$48.6M561.8K
0.4%
+25%
Added · +114K sh
43Advanced Micro Devices Inc
COM
$48.4M83.4K
0.4%
−4.5%
Reduced · −4K sh
44Capital Group Dividend Value
SHS CREAT UNIT
$47.9M971.2K
0.4%
+2.0%
Added · +20K sh
45Home Depot Inc
COM
$47.8M135.4K
0.4%
+9.6%
Added · +12K sh
46SPDR Series Trust
ST STR P500ETF
$47.8M543.5K
0.4%
+7.5%
Added · +38K sh
47Ishares TR
MSCI EAFE ETF
$43.5M418.5K
0.4%
+9.6%
Added · +37K sh
48Ishares TR
RUS 1000 GRW ETF
$43.2M348.3K
0.4%
+467%
Added · +287K sh
49Vanguard Scottsdale FDS
INT-TERM CORP
$43.2M522.8K
0.4%
+58%
Added · +193K sh
50First TR Exchange Traded FD
DORSEY WRT 5 ETF
$43.1M568.2K
0.4%
+1.0%
Added · +6K sh
Showing 50 of 2,027 positions
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Largest options & derivatives disclosed

Put / call positions from the 13F — totals include every disclosed option leg

Put notional (bearish)$22.6M
Call notional (bullish)$29.3M
TypeUnderlyingNotional valueUnderlying shares
PUT · bearishINVESCO QQQ TRUST SERIES 1QQQ$7.5M10K
CALL · bullishABBVIE INCABBV$6.0M24K
PUT · bearishSS SPDR S&P 500 ETF TRUST-USSPY$5.8M8K
PUT · bearishPEPSICO INCPEP$3.5M26K
CALL · bullishELI LILLY & COLLY$2.6M2K
PUT · bearishNETFLIX INCNFLX$2.5M35K
CALL · bullishOCCIDENTAL PETROLEUM CORPOXY$1.9M39K
CALL · bullishCROWDSTRIKE HOLDINGS INC - ACRWD$1.5M2K
CALL · bullishUNITEDHEALTH GROUP INCUNH$1.5M4K
CALL · bullishMICROSOFT CORPMSFT$1.5M4K
CALL · bullishINVESCO NASDAQ 100 ETFQQQM$1.5M5K
PUT · bearishELI LILLY & COLLY$1.1M900
CALL · bullishSNOWFLAKE INCSNOW$1.0M4K
PUT · bearishNVIDIA CORPNVDA$1.0M5K
CALL · bullishROCKET LAB CORPRKLB$966K10K
CALL · bullishFORTINET INCFTNT$768K5K
CALL · bullishAPPLE INCAAPL$637K2K
PUT · bearishAPPLE INCAAPL$599K2K
CALL · bullishABBOTT LABORATORIESABT$535K6K
CALL · bullishTESLA INCTSLA$529K2K
CALL · bullishDATADOG INC - CLASS ADDOG$521K2K
CALL · bullishSERVICENOW INCNOW$496K5K
CALL · bullishHOME DEPOT INCHD$494K1K
CALL · bullishCLOUDFLARE INC - CLASS ANET$491K2K
CALL · bullishNOVO-NORDISK A/S-SPONS ADRNVO$479K10K

13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above. Showing the largest 25 of 70 option legs.

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 27, 20263,680$11.8B13F-HR
Q1 2026Mar 31, 2026Apr 21, 20263,357$9.2B13F-HR
Q4 2025Dec 31, 2025Jan 29, 20263,051$8.8B13F-HR
Q3 2025Sep 30, 2025Oct 27, 20251,497$5.8B13F-HR
Q2 2025Jun 30, 2025Jul 25, 20251,404$5.2B13F-HR
Q1 2025Mar 31, 2025Apr 29, 20251,236$4.1B13F-HR
Q4 2024Dec 31, 2024Feb 3, 20251,120$3.7B13F-HR
Q3 2024Sep 30, 2024Oct 30, 20241,092$3.4B13F-HR
Q2 2024Jun 30, 2024Jul 30, 2024988$3.0B13F-HR
Q1 2024Mar 31, 2024May 7, 2024922$2.5B13F-HR
Q4 2023Dec 31, 2023Apr 15, 2024846$2.1B13F-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. Price-derived performance is withheld until the price-source policy and freshness gate are green.