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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 7  ·  127 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SOXX ISHARES SEMICONDUCTOR ETF 7,444.0 $4.8M 1.14% -189.0 -2.5% $640.77 -19.6%
22 GOOGL ALPHABET INC CAP STK CL A Communication Services 11,617.0 $4.2M 0.99% +307.0 +2.7% $357.37 -4.3%
23 IBIT ISHARES BITCOIN TRUST ETF Financial Services 105,331.0 $3.5M 0.84% -15K -12.2% $33.29 +33.6%
24 AIQ GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF 51,810.0 $3.4M 0.81% +2K +3.4% $65.61 -3.9%
25 AVGO BROADCOM INC COM Technology 8,463.0 $3.2M 0.77% $377.77 -5.9%
26 ORCL ORACLE CORPORATION Technology 21,767.0 $3.2M 0.76% +947.0 +4.5% $146.55 +1.6%
27 GRNY FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF 104,471.0 $2.9M 0.69% +2K +1.6% $27.65 +0.9%
28 FDN FIRST TR EXCHANGE TRADED FD DOW JONES INTERNET INDEX FD 9,847.0 $2.6M 0.62% +106.0 +1.1% $264.72 +8.9%
29 GPIX GOLDMAN SACHS S&P 500 PREMIUM INCOME ETF 40,405.0 $2.2M 0.54% +20K +99.7% $55.57 +0.9%
30 XLU STATE STREET UTILITIES SELECT SECTOR SPDR ETF 49,009.0 $2.2M 0.53% +2K +5.0% $45.34 -4.0%
31 WMT WALMART INC COM Consumer Defensive 19,002.0 $2.2M 0.52% +344.0 +1.8% $113.26 -7.9%
32 VTI VANGUARD TOTAL STK MKT 5,781.0 $2.1M 0.51% -89.0 -1.5% $370.07 +2.2%
33 ANET ARISTA NETWORKS INC COM SHS Technology 11,465.0 $1.9M 0.47% $169.88 +19.1%
34 SDVY FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF 44,716.0 $1.9M 0.46% +2K +4.9% $43.14 +2.1%
35 GRID FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX 7,527.0 $1.4M 0.34% +2K +38.4% $191.74 -5.7%
36 SPY STATE STREET SPDR S&P 500 ETF Financial Services 1,847.0 $1.4M 0.33% -175.0 -8.7% $746.80 +2.6%
37 COST COSTCO WHOLESALE CORPORATION COM Consumer Defensive 1,465.0 $1.4M 0.33% +26.0 +1.8% $935.67 +2.2%
38 AIRR FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF 9,685.0 $1.3M 0.31% +4K +65.4% $133.25 -15.4%
39 GPIQ GOLDMAN SACHS NASDAQ-100 PREMIUM INCOME ETF 20,978.0 $1.2M 0.30% +3K +18.4% $59.31 -4.6%
40 INTC INTEL CORP COM Technology 8,693.0 $1.2M 0.29% -2K -15.5% $139.63 -36.8%
Page 2 of 7  ·  127 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%