Concentrum Wealth Management - Portfolio overview

Concentrum Wealth Management has 117 reported holdings in this dataset, with the latest filing dated 2026-05-04.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. META - META PLATFORMS INC CL A, 19.65%
2. NVDA - NVIDIA CORP, 15.48%
3. AAPL - APPLE INC, 8.42%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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