Concentrum Wealth Management: 13F holdings
CIK 17653872026Q2
| Positions | 127 |
|---|---|
| Reported value | $417.8m |
| Filed | 2026-08-06 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| META META PLATFORMS INC CL A | 115,346 | $65.0m | 15.5% |
| NVDA NVIDIA CORP | 302,269 | $60.5m | 14.5% |
| AAPL APPLE INC | 114,893 | $33.2m | 8.0% |
| AMD ADVANCED MICRO DEVICES INC COM | 42,696 | $24.8m | 5.9% |
| SMH VANECK SEMICONDUCTOR ETF | 27,972 | $18.3m | 4.4% |
| FV FIRST TR EXCHANGE TRADED FD VI DORSEY WRIGHT FOCUS 5 ETF | 177,615 | $13.5m | 3.2% |
| QQQ POWERSHARES QQQ TR | 16,555 | $12.2m | 2.9% |
| MU MICRON TECHNOLOGY | 10,093 | $11.7m | 2.8% |
| FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND | 224,937 | $10.8m | 2.6% |
| FTCS FIRST TR EXCHANGE TRADED FD DB STRATEGIC VALUE INDEX FD | 113,468 | $10.7m | 2.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1765387")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.