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Portfolio (Quarterly) Guide ↗

Concentrum Wealth Management

· CIK 0001765387
13F Portfolio $418M AUM 127 positions Filed Aug 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 20 New 57 Added 28 Reduced 4 Exited
Page 1 of 3  ·  57 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AAPL APPLE INC Technology 114,893.0 $33.2M 7.96% +2K +1.6% $289.36 +8.1%
2 FV FIRST TR EXCHANGE TRADED FD VI DORSEY WRIGHT FOCUS 5 ETF 177,615.0 $13.5M 3.23% +3K +1.6% $75.88 -2.9%
3 QQQ POWERSHARES QQQ TR Financial Services 16,555.0 $12.2M 2.92% +95.0 +0.6% $736.42 -3.7%
4 MU MICRON TECHNOLOGY Technology 10,093.0 $11.7M 2.79% +580.0 +6.1% $1154.33 -18.6%
5 FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND 224,937.0 $10.8M 2.59% +14K +6.9% $48.18 +6.0%
6 FTCS FIRST TR EXCHANGE TRADED FD DB STRATEGIC VALUE INDEX FD 113,468.0 $10.7M 2.55% +3K +2.9% $93.92 +8.5%
7 CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF 65,900.0 $5.9M 1.42% +2K +2.4% $89.85 +3.4%
8 VGT VANGUARD INFORMATION TECHNOLOGY ETF 44,722.0 $5.3M 1.28% +39K +719.5% $119.52 -1.6%
9 GLD SPDR GOLD ETF Financial Services 14,050.0 $5.2M 1.24% +1K +11.0% $368.39 +14.4%
10 XMHQ INVESCO S&P MIDCAP QUALITY ETF 45,353.0 $5.1M 1.23% +2K +4.3% $112.88 +6.1%
11 GOOGL ALPHABET INC CAP STK CL A Communication Services 11,617.0 $4.2M 0.99% +307.0 +2.7% $357.37 -4.4%
12 AIQ GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF 51,810.0 $3.4M 0.81% +2K +3.4% $65.61 -4.2%
13 ORCL ORACLE CORPORATION Technology 21,767.0 $3.2M 0.76% +947.0 +4.5% $146.55 +0.9%
14 GRNY FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF 104,471.0 $2.9M 0.69% +2K +1.6% $27.65 +0.7%
15 FDN FIRST TR EXCHANGE TRADED FD DOW JONES INTERNET INDEX FD 9,847.0 $2.6M 0.62% +106.0 +1.1% $264.72 +8.5%
16 GPIX GOLDMAN SACHS S&P 500 PREMIUM INCOME ETF 40,405.0 $2.2M 0.54% +20K +99.7% $55.57 +0.9%
17 XLU STATE STREET UTILITIES SELECT SECTOR SPDR ETF 49,009.0 $2.2M 0.53% +2K +5.0% $45.34 -4.0%
18 WMT WALMART INC COM Consumer Defensive 19,002.0 $2.2M 0.52% +344.0 +1.8% $113.26 -7.9%
19 SDVY FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF 44,716.0 $1.9M 0.46% +2K +4.9% $43.14 +2.2%
20 GRID FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX 7,527.0 $1.4M 0.34% +2K +38.4% $191.74 -5.9%
Page 1 of 3  ·  57 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 56.1%
Communication Services 24.1%
Financial Services 9.5%
Consumer Cyclical 6.1%
Consumer Defensive 1.6%
Healthcare 1.4%
Industrials 0.7%
Utilities 0.4%
Energy 0.1%