Concurrent Investment Advisors, LLC ETF holdings
Tampa, FL
Reported $6.3B in 851 ETFs in its Form 13F for June 30, 2026.
ETF value
$6.3B
ETFs held
851
Change from prior quarter
+27.0%
With price moves
ETFs as a share of its 13F
54.1%
of $11.7B
Top 10 of 851 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VOO | Vanguard S&P 500 ETF | $373.4M | 543,613 | +199,496 shares |
| SPY | State Street SPDR S&P 500 ETF Trust | $175.5M | 234,947 | +44,339 shares |
| QQQ | Invesco QQQ Trust | $149.9M | 203,613 | +62,162 shares |
| IVV | iShares Core S&P 500 ETF | $149.6M | 199,808 | +38,928 shares |
| VTI | Vanguard Morningstar Total Stock Market ETF | $107.4M | 290,150 | +114,701 shares |
| VTV | Vanguard Morningstar Value ETF | $105.3M | 483,371 | +139,888 shares |
| VUG | Vanguard Morningstar Growth ETF | $92.5M | 1,073,414 | +946,008 shares |
| XLK | State Street Technology Select Sector SPDR ETF | $91.4M | 479,793 | +69,960 shares |
| IEFA | iShares Core MSCI EAFE ETF | $90.0M | 932,380 | +224,235 shares |
| IJR | iShares Core S&P Small-Cap ETF | $80.4M | 542,141 | +165,172 shares |
841 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002001015. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Concurrent Investment Advisors, LLC own?
Concurrent Investment Advisors, LLC reported 851 ETF positions worth $6.3B in its Form 13F for June 30, 2026. The largest was VOO, at $373.4M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.