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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 3 of 3  ·  57 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 C CITIGROUP INC Financial Services 3,209.0 $449K 0.11% +37.0 +1.2% $139.98 -4.6%
42 CSCO CISCO SYS INC Technology 3,790.0 $445K 0.11% +100.0 +2.7% $117.46 -4.3%
43 IAU ISHARES GOLD TRUST ETF Financial Services 5,794.0 $438K 0.10% +166.0 +3.0% $75.51 +14.4%
44 BCHP PRINCIPAL FOCUSED BLUE CHIP ETF 10,931.0 $395K 0.10% +3K +41.0% $36.17 +6.5%
45 WFC WELLS FARGO & CO COM Financial Services 4,552.0 $376K 0.09% +151.0 +3.4% $82.64 +3.3%
46 MA MASTERCARD INCORPORATED CL A Financial Services 656.0 $337K 0.08% +101.0 +18.2% $513.60 +16.6%
47 PG PROCTER & GAMBLE CO COM Consumer Defensive 2,179.0 $320K 0.08% +107.0 +5.2% $146.63 -1.2%
48 ZM ZOOM COMMUNICATIONS INC CL A Technology 3,617.0 $312K 0.07% +24.0 +0.7% $86.31 +8.8%
49 PLTR PALANTIR TECHNOLOGIES INC CL A Technology 2,601.0 $304K 0.07% +437.0 +20.2% $116.69 +52.1%
50 CVX CHEVRON CORPORATION COM Energy 1,824.0 $302K 0.07% +61.0 +3.5% $165.79 +20.7%
51 HD HOME DEPOT INC COM Consumer Cyclical 847.0 $299K 0.07% +64.0 +8.2% $352.68 -4.9%
52 ETHA ISHARES ETHEREUM TRUST ETF Financial Services 24,833.0 $295K 0.07% +2K +10.3% $11.89 +56.5%
53 VEA VANGUARD FTSE DEVELOPED MARKETS ETF 3,997.0 $285K 0.07% +518.0 +14.9% $71.25 +3.1%
54 PM PHILIP MORRIS INTL INC Consumer Defensive 1,521.0 $275K 0.07% +32.0 +2.1% $180.91 +7.3%
55 ADI ANALOG DEVICES INC COM Technology 687.0 $273K 0.07% +10.0 +1.5% $397.17 -6.2%
56 SYK STRYKER CORPORATION COM Healthcare 857.0 $270K 0.07% +40.0 +4.9% $314.84 +5.2%
57 NFLX NETFLIX COM INC Communication Services 3,697.0 $264K 0.06% +463.0 +14.3% $71.40 +14.5%
Page 3 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%