SEC Form 13F

Concurrent Investment Advisors, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-28
Reported value$11,751,210,378
Positions2,097

Largest disclosed positions

IssuerTickerClassReported valueReported amount
VANGUARD INDEX FDSVOOS&P 500 ETF SHS$373,358,931543,613
APPLE INCAAPLCOM$323,366,5191,133,468
NVIDIA CORPORATIONNVDACOM$292,809,6531,463,389
MICROSOFT CORPMSFTCOM$240,531,314644,821
STATE STR SPDR S&P 500 ETF TSPYTR UNIT$175,451,995234,947
AMAZON COM INCAMZNCOM$171,839,525720,984
ALPHABET INCGOOGLCAP STK CL A$156,378,256437,581
INVESCO QQQ TRQQQUNIT SER 1$149,940,893203,613
ISHARES TRIVVCORE S&P500 ETF$149,634,553199,808
BROADCOM INCAVGOCOM$114,578,718303,319

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

NexusTrade Loading NexusTrade… Taking too long? Reload this page