Concurrent Investment Advisors, LLC Q4 2025 Filing

Filed January 29, 2026

Portfolio Value

$8.8B

Holdings

1,713

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (1,713 positions)

StockValue
VGTVANGUARD WORLD FD
$20K
HYLNHYLIION HOLDINGS CORP
$19K
COSTCOSTCO WHSL CORP NEW
$18K
BRK-BBERKSHIRE HATHAWAY INC DEL
$18K
YDESYD BIO LTD
$17K
GEVGE VERNOVA INC
$13K
MDYSPDR S&P MIDCAP 400 ETF TR
$13K
ASMLASML HOLDING N V
$9K
APPAPPLOVIN CORP
$7K
TMOTHERMO FISHER SCIENTIFIC INC
$6K
UIUBIQUITI INC
$5K
INTUINTUIT
$5K
BKNGBOOKING HOLDINGS INC
$4K
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