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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 2 of 3  ·  57 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 COST COSTCO WHOLESALE CORPORATION COM Consumer Defensive 1,465.0 $1.4M 0.33% +26.0 +1.8% $935.67 +2.4%
22 AIRR FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF 9,685.0 $1.3M 0.31% +4K +65.4% $133.25 -15.7%
23 GPIQ GOLDMAN SACHS NASDAQ-100 PREMIUM INCOME ETF 20,978.0 $1.2M 0.30% +3K +18.4% $59.31 -4.7%
24 VRT VERTIV HOLDINGS CO COM CL A Industrials 3,622.0 $1.2M 0.29% +282.0 +8.4% $334.84 -21.6%
25 IJR ISHARES CORE S&P SMALL CAP ETF 7,805.0 $1.2M 0.28% +2K +45.9% $148.32 -1.1%
26 JPM JPMORGAN CHASE & CO COM Financial Services 3,504.0 $1.1M 0.28% +222.0 +6.8% $327.34 +9.3%
27 VOO VANGUARD S&P 500 ETF 1,545.0 $1.1M 0.25% +273.0 +21.5% $686.68 +2.5%
28 JNJ JOHNSON & JOHNSON COM Healthcare 3,991.0 $1.0M 0.24% +162.0 +4.2% $253.98 +6.4%
29 VB VANGUARD MORNINGSTAR SMALL-CAP ETF 3,146.0 $954K 0.23% +229.0 +7.8% $303.16 +0.2%
30 PPA POWERSHARES EXCHANGE-TRADED FUND TRUST AEROSPACE & 4,889.0 $864K 0.21% +2K +69.3% $176.65 -2.5%
31 MRVL MARVELL TECHNOLOGY INC COM Technology 2,773.0 $826K 0.20% +355.0 +14.7% $297.89 -18.9%
32 BUFR FT VEST LADDERED BUFFER ETF 21,266.0 $777K 0.19% +1K +6.6% $36.53 +2.1%
33 HDV ISHARES TR HIGH DIVID EQUITY FD 27,903.0 $765K 0.18% +26K +1559.9% $27.41 +8.7%
34 NEE NEXTERA ENERGY INC COM Utilities 7,511.0 $659K 0.16% +1K +23.4% $87.77 -4.0%
35 BERKSHIRE HATHAWAY INC DEL CL B NEW 1,262.0 $632K 0.15% +134.0 +11.9% $500.42
36 CAT CATERPILLAR INC COM Industrials 588.0 $627K 0.15% +63.0 +12.0% $1065.73 -22.8%
37 ABBV ABBVIE INC COM Healthcare 2,422.0 $610K 0.15% +176.0 +7.8% $251.69 +3.6%
38 CRM SALESFORCE COM Technology 3,622.0 $567K 0.14% +1K +55.5% $156.64 +30.2%
39 KO COCA COLA CO COM Consumer Defensive 6,658.0 $541K 0.13% +74.0 +1.1% $81.27 +11.3%
40 MRK MERCK & CO INC Healthcare 3,939.0 $506K 0.12% +59.0 +1.5% $128.49 +19.6%
Page 2 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%