Concurrent Investment Advisors, LLC

FundTampa · 2 holdings reports on file, from 2026 · Not one of the 16 funds we watch

$11.8B

Reported value of US stock holdings on Jun 30, the filing's own figure

2,027 positions · filed Jul 27, 27 days after the quarter ended

Not watched

Aeon posts holdings changes on the feed for the 16 watched managers; this fund's holdings are shown here each quarter.

Why no record

A holdings report says nothing about how a manager has done, because it gives no prices. That is why managers are never ranked.

What changed last quarter

Quarter ended Jun 30 · filed Jul 27 · against the report before it

New positions

273, biggest 4

FPXI FIRST TR EXCHANGE-TRADED FD 409K shares0.3% of this fund's holdings

IFV FIRST TR EXCHANGE TRADED FD 1.2M shares0.3% of this fund's holdings

FEAC FIDELITY COVINGTON TRUST 688K shares0.2% of this fund's holdings

VTC VANGUARD SCOTTSDALE FDS 136K sharesunder 0.1% of this fund's holdings

Sold out

97, biggest 4

no ticker EXXON MOBIL CORP All 283K shares

CTA SIMPLIFY EXCHANGE TRADED FUN All 1.5M shares

no ticker DIAMOND HILL INVT GROUP INC All 67,616 shares

UI UBIQUITI INC All 8,502 shares

Added to

1,013, biggest 4

VOO VANGUARD INDEX FDS +199K shares+58%

AAPL APPLE INC +52,308 shares+5%

NVDA NVIDIA CORPORATION +96,050 shares+7%

MSFT MICROSOFT CORP +63,728 shares+11%

Trimmed

422, biggest 4

MU MICRON TECHNOLOGY INC −27,548 shares−23%

LMBS FIRST TR EXCHANGE-TRADED FD −109K shares−8%

SMH VANECK ETF TRUST −3,640 shares−4%

GLD SPDR GOLD TR −109K shares−44%

Top holdings

Reference, not news

Top holdings · 2,027 positionsSwipe →

#TickerCompanyShares Share of this fund's holdingsvs last quarter

1 VOO VANGUARD INDEX FDS 544K 3.2% +58%

2 AAPL APPLE INC 1.1M 2.8% +5%

3 NVDA NVIDIA CORPORATION 1.5M 2.5% +7%

4 MSFT MICROSOFT CORP 649K 2.1% +11%

5 SPY STATE STR SPDR S&P 500 ETF T 243K 1.5% +22%

6 AMZN AMAZON COM INC 723K 1.5% +10%

7 QQQ INVESCO QQQ TR 214K 1.3% +43%

8 GOOGL ALPHABET INC 438K 1.3% +16%

Ranked by value in the report. Share of this fund's holdings means the position's value as a share of the fund's reported total. It is not a share of any company; that is what a stake percent means.