Concentrum Wealth Management
All 13F Filings
- Location
- San Jose, CA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 358,097
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| 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 |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 243.7 K | 68.1% | 2.513 K | 0 | 2.513 K |
| ETFs | 114.3 K | 31.9% | 8.958 K | 0 | 8.958 K |
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Fund Snapshot
Q4 2025
Latest filed
2/4/2026
Total value ($000)
358,097
Holdings
90
QoQ value change ($000)
11,474
(3.3%)
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.