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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 7  ·  127 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VRT VERTIV HOLDINGS CO COM CL A Industrials 3,622.0 $1.2M 0.29% +282.0 +8.4% $334.84 -21.9%
42 USMV ISHARES TR MSCI USA MINIMUM VOLATILITY INDEX FD 12,231.0 $1.2M 0.28% -1K -8.0% $96.46 +5.2%
43 IJR ISHARES CORE S&P SMALL CAP ETF 7,805.0 $1.2M 0.28% +2K +45.9% $148.32 -1.1%
44 JPM JPMORGAN CHASE & CO COM Financial Services 3,504.0 $1.1M 0.28% +222.0 +6.8% $327.34 +9.2%
45 ADBE ADOBE SYS INC Technology 5,292.0 $1.1M 0.26% -82.0 -1.5% $205.02 +31.8%
46 VOO VANGUARD S&P 500 ETF 1,545.0 $1.1M 0.25% +273.0 +21.5% $686.68 +2.5%
47 JNJ JOHNSON & JOHNSON COM Healthcare 3,991.0 $1.0M 0.24% +162.0 +4.2% $253.98 +6.6%
48 VB VANGUARD MORNINGSTAR SMALL-CAP ETF 3,146.0 $954K 0.23% +229.0 +7.8% $303.16 +0.2%
49 DFAT DIMENSIONAL U.S. TARGETED VALUE ETF 13,462.0 $941K 0.23% -1K -7.0% $69.90 +2.4%
50 PPA POWERSHARES EXCHANGE-TRADED FUND TRUST AEROSPACE & 4,889.0 $864K 0.21% +2K +69.3% $176.65 -2.5%
51 MRVL MARVELL TECHNOLOGY INC COM Technology 2,773.0 $826K 0.20% +355.0 +14.7% $297.89 -19.4%
52 BUFR FT VEST LADDERED BUFFER ETF 21,266.0 $777K 0.19% +1K +6.6% $36.53 +2.1%
53 FPX FIRST TR IPOX 100 INDEX FD SHS 3,757.0 $775K 0.18% $206.18 -11.4%
54 HDV ISHARES TR HIGH DIVID EQUITY FD 27,903.0 $765K 0.18% +26K +1559.9% $27.41 +8.9%
55 ICHR ICHOR HOLDINGS SHS Technology 6,500.0 $730K 0.17% $112.28 -49.3%
56 AMGN AMGEN INC Healthcare 1,954.0 $707K 0.17% $362.05 +21.3%
57 XSD STATE STREET SPDR S&P SEMICONDUCTOR ETF 1,130.0 $705K 0.17% $623.86 -21.4%
58 EXXONMOBIL HOLDINGS CORP COM SHS 5,090.0 $696K 0.17% NEW $136.72
59 GILD GILEAD SCIENCES INC Healthcare 5,333.0 $674K 0.16% -751.0 -12.3% $126.34 +17.6%
60 SCHD SCHWAB US DIVIDEND EQUITY ETF 21,111.0 $669K 0.16% -2K -8.0% $31.71 +10.8%
Page 3 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%