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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 3 of 6  ·  111 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 JNJ JOHNSON & JOHNSON COM Healthcare 3,829.0 $936K 0.28% +2K +79.2% $244.44 -1.6%
42 XOM EXXON MOBIL CORP COM Energy 5,384.0 $913K 0.27% +565.0 +11.7% $169.64 -19.9%
43 DFAT DIMENSIONAL U.S. TARGETED VALUE ETF 14,468.0 $904K 0.27% -2K -10.1% $62.45 +10.6%
44 GRID FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX 5,438.0 $890K 0.26% +1K +27.0% $163.59 +15.5%
45 GPIQ GOLDMAN SACHS NASDAQ-100 PREMIUM INCOME ETF 17,719.0 $877K 0.26% NEW $49.49 +16.9%
46 GILD GILEAD SCIENCES INC Healthcare 6,084.0 $848K 0.25% -2K -28.6% $139.37 -10.2%
47 SGOV ISHARES 0-3 MONTH TREASURY BOND ETF 8,388.0 $844K 0.25% +5K +184.3% $100.66 -0.0%
48 VRT VERTIV HOLDINGS CO COM CL A Industrials 3,340.0 $837K 0.25% +37.0 +1.1% $250.58 +28.7%
49 BITB BITWISE BITCOIN ETF TRUST Financial Services 21,057.0 $775K 0.23% +971.0 +4.8% $36.81 -11.2%
50 VB VANGUARD SMALL-CAP ETF 2,917.0 $764K 0.23% NEW $261.88 +13.9%
51 VOO VANGUARD S&P 500 ETF 1,272.0 $760K 0.22% +759.0 +147.9% $597.34 +13.9%
52 SCHD SCHWAB US DIVIDEND EQUITY ETF 22,946.0 $704K 0.21% NEW $30.68 +3.4%
53 AMGN AMGEN INC Healthcare 1,960.0 $690K 0.20% +1K +126.6% $351.83 -0.1%
54 BUFR FT VEST LADDERED BUFFER ETF 19,949.0 $674K 0.20% -1K -5.8% $33.77 +7.5%
55 IJR ISHARES CORE S&P SMALL CAP ETF 5,349.0 $665K 0.20% +1K +28.7% $124.31 +16.7%
56 AIRR FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF 5,854.0 $648K 0.19% +1K +30.4% $110.77 +19.1%
57 FPX FIRST TR IPOX 100 INDEX FD SHS 3,757.0 $597K 0.18% -100.0 -2.6% $158.81 +23.4%
58 NEE NEXTERA ENERGY INC COM Utilities 6,088.0 $565K 0.17% NEW $92.88 -6.2%
59 BERKSHIRE HATHAWAY INC DEL CL B NEW 1,128.0 $541K 0.16% -17K -93.8% $479.23
60 IOT SAMSARA INC COM CL A Technology 17,001.0 $539K 0.16% $31.69 -0.6%
Page 3 of 6  ·  111 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%