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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 2  ·  28 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 USD PROSHARES ULTRA SEMICONDUCTORS 4,080.0 $425K 0.10% -860.0 -17.4% $104.26 -22.1%
22 BAC BANK OF AMER CORP COM Financial Services 7,452.0 $425K 0.10% -788.0 -9.6% $56.98 +9.4%
23 PANW PALO ALTO NETWORKS INC COM Technology 1,102.0 $376K 0.09% -231.0 -17.3% $341.02 -0.1%
24 FCVT FIRST TRUST SSI STRATEGIC CONVERTIBLE SECURITIES ETF 6,595.0 $355K 0.09% -950.0 -12.6% $53.78 -6.7%
25 IVV ISHARES CORE S&P 500 ETF 427.0 $320K 0.08% -84.0 -16.4% $748.89 +2.8%
26 PTH POWERSHRARES DYNAMIC 4,033.0 $241K 0.06% -255.0 -6.0% $59.76 +6.6%
27 ETHW BITWISE ETHEREUM ETF Financial Services 15,689.0 $177K 0.04% -3K -17.8% $11.28 +56.3%
28 BMNR BITMINE IMMERSION TECHS INC COM NEW Financial Services 10,956.0 $146K 0.04% -301.0 -2.7% $13.31 +88.6%
Page 2 of 2  ·  28 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%