Concentrum Wealth Management
Top Portfolio Positions
59 positions ·
$239,715,711 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| META |
Meta Platforms, Inc.
Communication Services
|
117,091 | $66,991,273 | 27.95% |
| NVDA |
Nvidia Corp
Technology
|
302,551 | $52,764,894 | 22.01% |
| AAPL |
Apple Inc.
Technology
|
113,034 | $28,686,898 | 11.97% |
| QQQ |
Invesco Qqq Trust, Series 1
|
16,460 | $9,500,382 | 3.96% |
| AMD |
Advanced Micro Devices Inc
Technology
|
43,186 | $8,785,327 | 3.66% |
| MSFT |
Microsoft Corp
Technology
|
23,324 | $8,633,845 | 3.60% |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
22,258 | $8,274,411 | 3.45% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
31,192 | $6,496,357 | 2.71% |
| GLD |
Spdr Gold Trust
|
12,653 | $5,444,459 | 2.27% |
| IBIT |
iShares Bitcoin Trust ETF
|
119,971 | $4,609,285 | 1.92% |
Portfolio Trend
Holdings in ETHW
Shares Held
Position Value (USD)
2 of 2 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $286,140 | 19,076 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $434,758 | 20,440 | Shares | Sole | 2026-02-04 | |
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