Concentrum Wealth Management
All 13F Filings
- Location
- San Jose, CA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 338,625
- Description
- —
- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 5/4/2026 | 111 | 338,625 | 13F-HR | Concentrum Wealth Management |
| Q4 2025 | 2/4/2026 | 90 | 358,097 | 13F-HR | Concentrum Wealth Management |
| Q3 2025 | 11/10/2025 | 79 | 346,623 | 13F-HR | Concentrum Wealth Management |
| Q2 2025 | 8/12/2025 | 73 | 318,736 | 13F-HR | Concentrum Wealth Management |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 224.3 K | 66.2% | 0 | 19.46 K | -19.46 K |
| ETFs | 114.3 K | 33.8% | 0 | 3 | -3 |
Swipe for more columns
Fund Snapshot
Q1 2026
Latest filed
5/4/2026
Total value ($000)
338,625
Holdings
111
QoQ value change ($000)
-19,472
(-5.4%)
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.