CONSOLIDATED CAPITAL MANAGEMENT, LLC
All 13F Filings
- Location
- Burbank, CA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 363,885
- Description
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- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/9/2026 | 73 | 363,885 | 13F-HR | CONSOLIDATED CAPITAL MANAGEMENT, LLC |
| Q2 2026 | 7/27/2026 | 72 | 374,761 | 13F-HR | CONSOLIDATED CAPITAL MANAGEMENT, LLC |
| Q1 2026 | 4/15/2026 | 74 | 309,611 | 13F-HR | CONSOLIDATED CAPITAL MANAGEMENT, LLC |
| Q4 2025 | 2/10/2026 | 79 | 330,513 | 13F-HR | CONSOLIDATED CAPITAL MANAGEMENT, LLC |
| Q3 2025 | 11/13/2025 | 53 | 282,330 | 13F-HR | CONSOLIDATED CAPITAL MANAGEMENT, LLC |
| Q2 2025 | 7/17/2025 | 48 | 276,717 | 13F-HR | CONSOLIDATED CAPITAL MANAGEMENT, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 273.8 K | 75.2% | 0 | 8.337 K | -8.337 K |
| ETFs | 90.09 K | 24.8% | 0 | 2.541 K | -2.541 K |
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Fund Snapshot
Q3 2026
Latest filed
10/9/2026
Total value ($000)
363,885
Holdings
73
QoQ value change ($000)
-10,876
(-2.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.