Concurrent Investment Advisors, LLC
All 13F Filings
- Location
- Tampa, FL
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 8,781,443
- Description
- Tampa Florida based relationship driven wealth allocation platform with an independent advisory structure and a governance centered and selective investment mandate. The approach emphasizes active stewardship and governance oversight, long duration private asset evaluation, and planning integrated mandate design for private client and family mandates. Portfolio governance emphasizes clear accountability, measured exposure, and resilient implementation through risk budget governance and mandate continuity.
- Website
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- Founded
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- Chairman
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- 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 | 1/29/2026 | 1,778 | 8,781,443 | 13F-HR | Concurrent Investment Advisors, LLC |
| Q3 2025 | 10/27/2025 | 1,497 | 5,830,535 | 13F-HR | Concurrent Investment Advisors, LLC |
| Q2 2025 | 7/25/2025 | 1,404 | 5,173,267 | 13F-HR | Concurrent Investment Advisors, LLC |
| Q1 2025 | 4/29/2025 | 1,236 | 4,121,007 | 13F-HR | Concurrent Investment Advisors, LLC |
| Q4 2024 | 2/3/2025 | 1,120 | 3,714,350 | 13F-HR | Concurrent Investment Advisors, LLC |
| Q3 2024 | 10/30/2024 | 1,092 | 3,387,849 | 13F-HR | Concurrent Investment Advisors, LLC |
| Q2 2024 | 7/30/2024 | 988 | 3,043,904 | 13F-HR | Concurrent Investment Advisors, LLC |
| Q1 2024 | 5/7/2024 | 922 | 2,480,487 | 13F-HR | Concurrent Investment Advisors, LLC |
| Q4 2023 | 4/15/2024 | 846 | 2,117,872 | 13F-HR | Concurrent Investment Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
42.28 K
(0.5% of total reported value)
· QoQ Δ:
+6.925 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 6.787 M | 77.7% | 2.281 M | 0 | 2.281 M |
| ETFs | 1.862 M | 21.3% | 625.3 K | 0 | 625.3 K |
| Debt | 50.55 K | 0.6% | 20.55 K | 0 | 20.55 K |
| Other | 33.29 K | 0.4% | 13.97 K | 0 | 13.97 K |
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Fund Snapshot
Q4 2025
Latest filed
1/29/2026
Total value ($000)
8,781,443
Holdings
1778
QoQ value change ($000)
2,950,908
(50.6%)
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.