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Portfolio (Quarterly) Guide ↗

Concentrum Wealth Management

· CIK 0001765387
13F Portfolio $339M AUM 111 positions Filed May 4, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 27 New 42 Added 26 Reduced 6 Exited
Page 2 of 2  ·  27 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SCHF SCHWAB INTERNATIONAL EQUITY ETF 9,706.0 $240K 0.07% NEW $24.75 +10.1%
22 MRVL MARVELL TECHNOLOGY INC COM Technology 2,418.0 $240K 0.07% NEW $99.05 +179.3%
23 VEA VANGUARD FTSE DEVELOPED MARKETS ETF 3,479.0 $223K 0.07% NEW $64.09 +9.7%
24 VIG VANGUARD DIVIDEND APPRECIATION ETF 1,016.0 $218K 0.07% NEW $215.03 +9.1%
25 ADI ANALOG DEVICES INC COM Technology 677.0 $215K 0.06% NEW $318.14 +29.9%
26 XLY CONSUMER DISCRETIONARY SEL SECTOR SPDR FD 1,870.0 $204K 0.06% NEW $108.98 +5.6%
27 BDX BECTON DICKINSON & CO COM Healthcare 1,276.0 $201K 0.06% NEW $157.23 -6.0%
Page 2 of 2  ·  27 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 47.2%
Communication Services 31.4%
Financial Services 10.3%
Consumer Cyclical 6.3%
Consumer Defensive 1.9%
Healthcare 1.6%
Industrials 0.6%
Energy 0.5%
Utilities 0.2%