Concurrent Investment Advisors, LLC

Q1 2026 13F-HR Holdings

Location
Tampa, FL
Holdings as of
3/31/2026
Date filed
4/20/2026
Form type
13F-HR
Num holdings
1,929
Total value ($000)
$9,197,403
Net value change ($000)
+415,960 (4.7%)
New positions
250
Sold out positions
113
Turnover %
4.2%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 1/29/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
FTSM 151,495 4470.2%
BIL 136,106 699.5%
GLD 51,233 92.9%
FBND 45,252 298.8%
CTA 44,262 NEW
VOO 25,274 14.0%
DFIC 23,105 NEW
IEFA 19,093 42.4%
DBMF 18,611 1408.9%
DFEM 17,531 NEW
Top Reduces (Value $000, Stocks/ETFs)
IAU -174,603 -84.9%
MSFT -56,305 -20.7%
SPY -43,323 -25.9%
QQQ -34,925 -30.0%
IWV -33,304 -90.8%
IYW -27,234 -89.3%
IVW -24,123 -43.2%
NVDA -18,157 -7.1%
MGK -17,664 -46.6%
META -15,050 -17.1%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 39,269 (0.4% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type