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Concentrum Wealth ManagementAggressive GrowthConcentrated long-term

CIK: 0001765387 | SAN JOSE, CA

Q1 2026 vs Q2 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q2 2026
13F-HR127$417.8M2026-08-06SEC ↗
Q1 2026
13F-HR111$338.6M2026-05-04SEC ↗
Q4 2025
13F-HR90$358.1M2026-02-04SEC ↗
Q3 2025
13F-HR79$346.6M2025-11-10SEC ↗
Q2 2025
13F-HR73$318.7M2025-08-12SEC ↗
Q1 2025
13F-HR76$269.8M2025-05-07SEC ↗
Q4 2024
13F-HR80$284.3M2025-02-13SEC ↗
Q3 2024
13F-HR73$257.0M2024-11-13SEC ↗
Q2 2024
13F-HR76$237.7M2024-08-13SEC ↗
Q1 2024
13F-HR70$216.5M2024-05-06SEC ↗
Q4 2023Amended
13F-HR/A64$191.3M2024-02-06SEC ↗
Q3 2023
13F-HR72$165.3M2023-11-08SEC ↗
Q2 2023
13F-HR69$156.3M2023-08-08SEC ↗
Q1 2023
13F-HR72$134.8M2023-05-03SEC ↗
Q4 2022
13F-HR74$111.9M2023-02-06SEC ↗
Q3 2022
13F-HR57$6.9M2022-11-10SEC ↗
Q2 2022
13F-HR56$5.8M2022-07-28SEC ↗
Q1 2022
13F-HR60$5.9M2022-05-06SEC ↗
Q4 2021
13F-HR60$7.1M2022-02-02SEC ↗
Q3 2021
13F-HR58$7.1M2021-11-12SEC ↗
Q2 2021
13F-HR56$7.0M2021-07-28SEC ↗
Q1 2021
13F-HR53$5.5M2021-04-29SEC ↗
Q4 2020
13F-HR49$5.8M2021-01-20SEC ↗
Q3 2020
13F-HR40$5.4M2020-10-23SEC ↗
Q2 2020
13F-HR37$4.9M2020-08-06SEC ↗
Q1 2020
13F-HR34$4.9M2020-05-04SEC ↗
Q4 2019
13F-HR45$4.8M2020-01-15SEC ↗
Q3 2019
13F-HR44$4.1M2019-10-31SEC ↗
Q2 2019
13F-HR44$4.8M2019-07-22SEC ↗
Q1 2019
13F-HR39$4.1M2019-05-08SEC ↗
Q4 2018
13F-HR29$3.3M2019-02-07SEC ↗