account_balance
Investment manager · 13F filer · SEC CIK 1765387
Concentrum Wealth Management
Reported value$476Mas of Sep 30, 2026
Positions131 8 new, 4 sold out
Top 10 weight62.5%META alone is 17%
FiledNov 940 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
METAMeta Platforms, Inc.
16.6%Trimmed −6%
NVDANVIDIA Corp
13.7%Trimmed −5%
AAPLApple Inc.
8.0%
AMDAdvanced Micro Devices Inc
7.2%Added +31%
SMHVaneck Semiconductor ETF
3.7%Added +3%
FVFirst Tr Exchange Traded Fd Vi Dorsey Wright Focus 5 ETF
2.9%Added +6%
QQQPowershares QQQ Tr
2.8%Added +9%
ICHRIchor Holdings, Ltd.
2.8%Added +3177%
MSFTMicrosoft Corp
2.6%+3%
FTCSFirst Tr Exchange Traded Fd Db Strategic Value Index Fd
2.3%
FVDFirst Trust Value Line Dividend Index Fund
2.3%+4%
GOOGAlphabet Inc.
1.7%
METAMeta Platforms, Inc.
16.6%Trimmed −6%
NVDANVIDIA Corp
13.7%Trimmed −5%
AAPLApple Inc.
8.0%
AMDAdvanced Micro Devices Inc
7.2%Added +31%
SMH3.7%
FV2.9%
QQQ2.8%
ICHR2.8%MSFTFTCS
FVD2.3%
GOOGBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
META Meta Platforms, Inc. 16.6% Trimmed −6%NVDA NVIDIA Corp 13.7% Trimmed −5%AAPL Apple Inc. 8.0% HeldAMD Advanced Micro Devices Inc 7.2% Added +31%
SMH Vaneck Semiconductor ETF 3.7% Added +3%
FV First Tr Exchange Traded Fd Vi Dorsey Wright Focus 5 ETF 2.9% Added +6%
QQQ Powershares QQQ Tr 2.8% Added +9%
ICHR Ichor Holdings, Ltd. 2.8% Added +3177%MSFT Microsoft Corp 2.6% Added +3%FTCS First Tr Exchange Traded Fd Db Strategic Value Index Fd 2.3% Added +4%
FVD First Trust Value Line Dividend Index Fund 2.3% Added +4%
GOOG Alphabet Inc. 1.7% HeldWhat changed
Biggest moves since Jun 30, 2026
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