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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 7 of 7  ·  127 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 RECS COLUMBIA RESEARCH ENHANCED CORE ETF 5,000.0 $216K 0.05% NEW $43.28 +4.5%
122 ALAB ASTERA LABS INC COM Technology 445.0 $215K 0.05% NEW $483.16 -41.1%
123 IBM INTL BUSINESS MACHINES Technology 732.0 $206K 0.05% NEW $281.06 -18.3%
124 V VISA INC Financial Services 589.0 $202K 0.05% NEW $343.22 +11.4%
125 FPEI FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES & INCOME ETF 10,320.0 $199K 0.05% $19.29 -1.0%
126 ETHW BITWISE ETHEREUM ETF Financial Services 15,689.0 $177K 0.04% -3K -17.8% $11.28 +55.5%
127 BMNR BITMINE IMMERSION TECHS INC COM NEW Financial Services 10,956.0 $146K 0.04% -301.0 -2.7% $13.31 +85.9%
Page 7 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%