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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 5 of 7  ·  127 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 BAC BANK OF AMER CORP COM Financial Services 7,452.0 $425K 0.10% -788.0 -9.6% $56.98 +9.2%
82 BCHP PRINCIPAL FOCUSED BLUE CHIP ETF 10,931.0 $395K 0.10% +3K +41.0% $36.17 +6.5%
83 WFC WELLS FARGO & CO COM Financial Services 4,552.0 $376K 0.09% +151.0 +3.4% $82.64 +3.1%
84 PANW PALO ALTO NETWORKS INC COM Technology 1,102.0 $376K 0.09% -231.0 -17.3% $341.02 -0.5%
85 FCVT FIRST TRUST SSI STRATEGIC CONVERTIBLE SECURITIES ETF 6,595.0 $355K 0.09% -950.0 -12.6% $53.78 -6.9%
86 GEV GE VERNOVA INC COM Utilities 300.0 $353K 0.08% NEW $1176.60 -19.0%
87 PSI INVESCO SEMICONDUCTORS ETF 1,845.0 $347K 0.08% NEW $187.82 -27.3%
88 MA MASTERCARD INCORPORATED CL A Financial Services 656.0 $337K 0.08% +101.0 +18.2% $513.60 +16.5%
89 IVV ISHARES CORE S&P 500 ETF 427.0 $320K 0.08% -84.0 -16.4% $748.89 +2.8%
90 PG PROCTER & GAMBLE CO COM Consumer Defensive 2,179.0 $320K 0.08% +107.0 +5.2% $146.63 -1.1%
91 ZM ZOOM COMMUNICATIONS INC CL A Technology 3,617.0 $312K 0.07% +24.0 +0.7% $86.31 +8.7%
92 NEBIUS GROUP N.V. SHS CLASS A 1,111.0 $307K 0.07% NEW $276.17
93 PLTR PALANTIR TECHNOLOGIES INC CL A Technology 2,601.0 $304K 0.07% +437.0 +20.2% $116.69 +52.1%
94 CVX CHEVRON CORPORATION COM Energy 1,824.0 $302K 0.07% +61.0 +3.5% $165.79 +20.8%
95 VYM VANGUARD HIGH DIVIDEND YIELD 1,900.0 $300K 0.07% $158.03 +4.4%
96 HD HOME DEPOT INC COM Consumer Cyclical 847.0 $299K 0.07% +64.0 +8.2% $352.68 -5.1%
97 ETHA ISHARES ETHEREUM TRUST ETF Financial Services 24,833.0 $295K 0.07% +2K +10.3% $11.89 +56.9%
98 RND FIRST TRUST BLOOMBERG R&D LEADERS ETF 8,973.0 $287K 0.07% $31.97 +2.7%
99 VEA VANGUARD FTSE DEVELOPED MARKETS ETF 3,997.0 $285K 0.07% +518.0 +14.9% $71.25 +3.1%
100 TXN TEXAS INSTRS INC COM Technology 924.0 $275K 0.07% NEW $298.07 -12.2%
Page 5 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%