Fund HoldingsConcentrum Wealth Management

Total Portfolio Value
$338.63M
Total Bought
$29.27M
Total Sold
$35.56M
Net Transaction
-$6.29M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
ALPHABET INC CAP STK CL C(GOOG)16,24623,747+7,5015,0986,8122.01%+1,714
ALPHABET INC CAP STK CL A(GOOG)5,75211,310+5,5581,8003,2520.96%+1,452
GOLDMAN SACHS S&P 500 PREMIUM INCOME ETF
S&P 500 PREMIUM
020,232+20,23201,0120.30%+1,012
ISHARES 0-3 MONTH TREASURY BOND ETF2,95013,388+10,4382961,2400.37%+944
GOLDMAN SACHS NASDAQ-100 PREMIUM INCOME ETF
NASDA 100 ETF
017,719+17,71908770.26%+877
STATE STREET SPDR S&P 500 ETF(SPY)6542,022+1,3684461,3150.39%+869
VANGUARD SMALL-CAP ETF02,917+2,91707640.23%+764
SCHWAB US DIVIDEND EQUITY ETF022,946+22,94607040.21%+704
APPLIED MATLS INC COM7,6197,438-1811,9582,5420.75%+584
VANECK SEMICONDUCTOR ETF
SEMICONDUCTR ETF
28,90428,657-24710,40910,9873.24%+578
NEXTERA ENERGY INC COM(NEE)06,088+6,08805650.17%+565
MICRON TECHNOLOGY(MU)9,3029,513+2112,6553,2140.95%+559
JPMORGAN CHASE & CO COM(JPM)1,2833,282+1,9994139650.29%+552
ISHARES GOLD TRUST ETF(IAU)05,628+5,62804960.15%+496
JOHNSON & JOHNSON COM(JNJ)2,1373,829+1,6924429360.28%+494
ABBVIE INC COM(ABBV)02,246+2,24604880.14%+488
POWERSHARES EXCHANGE-TRADED FUND TRUST AEROSPACE &
AEROSPACE DEFN
02,888+2,88804790.14%+479
MERCK & CO INC(MRK)03,880+3,88004670.14%+467
VANGUARD S&P 500 ETF5131,272+7593227600.22%+438
ISHARES CORE MSCI EAFE ETF
CORE MSCI EAFE
04,636+4,63604200.12%+420
AMGEN INC(AMGN)8651,960+1,0952836900.20%+406
BANK OF AMER CORP COM08,240+8,24004020.12%+402
CATERPILLAR INC COM(CAT)0525+52503720.11%+372
CHEVRON CORPORATION COM(CVX)01,763+1,76303650.11%+365
WALMART INC COM(WMT)17,67718,658+9811,9692,3190.68%+349
VANGUARD TOTAL STK MKT4,5965,870+1,2741,5411,8830.56%+342
COSTCO WHOLESALE CORPORATION COM(COST)1,2751,439+1641,0991,4340.42%+335
EXXON MOBIL CORP COM4,8195,384+5655809130.27%+333
ICHOR HOLDINGS SHS
SHS
06,500+6,50003030.09%+303
VERTIV HOLDINGS CO COM CL A(VRT)3,3033,340+375358370.25%+302
PROCTER & GAMBLE CO COM(PG)02,072+2,07202990.09%+299
STATE STREET UTILITIES SELECT SECTOR SPDR ETF
ST STR UTIL ETF
43,38146,672+3,2911,8522,1420.63%+290
VANGUARD HIGH DIVIDEND YIELD01,900+1,90002810.08%+281
MASTERCARD INCORPORATED CL A(MA)0555+55502770.08%+277
HOME DEPOT INC COM(HD)0783+78302580.08%+258
PRINCIPAL FOCUSED BLUE CHIP ETF
FOCU BLUE CH ETF
07,752+7,75202540.07%+254
SCHWAB INTERNATIONAL EQUITY ETF09,706+9,70602400.07%+240
MARVELL TECHNOLOGY INC COM(MRVL)02,418+2,41802400.07%+240
FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX
NASDQ CLN EDGE
4,2825,438+1,1566558900.26%+234
VANGUARD FTSE DEVELOPED MARKETS ETF03,479+3,47902230.07%+223
VANGUARD DIVIDEND APPRECIATION ETF01,016+1,01602180.06%+218
ANALOG DEVICES INC COM(ADI)0677+67702150.06%+215
FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF
RBA INDL ETF
4,4885,854+1,3664416480.19%+207
CONSUMER DISCRETIONARY SEL SECTOR SPDR FD
ST STR DISCR ETF
01,870+1,87002040.06%+204
INVESCO S&P MIDCAP QUALITY ETF
S&P MDCP QUALITY
41,90343,479+1,5764,2924,4941.33%+203
BECTON DICKINSON & CO COM(BDX)01,276+1,27602010.06%+201
ISHARES CORE S&P SMALL CAP ETF4,1575,349+1,1925006650.20%+165
FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF
SMID RISNG ETF
40,90542,632+1,7271,5671,6810.50%+113
ISHARES CORE S&P 500 ETF341511+1702343340.10%+100
FIRST TRUST VALUE LINE DIVIDEND INDEX FUND
SHS
212,857210,440-2,4179,8089,8972.92%+89
INTEL CORP COM(INTC)10,05210,285+2333714540.13%+83
CITIGROUP INC(C)2,5503,172+6222983600.11%+62
NETFLIX COM INC(NFLX)2,7033,234+5312533110.09%+58
GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF
ARTIFICIAL ETF
44,91450,110+5,1962,2842,3390.69%+54
COCA COLA CO COM(KO)6,4366,584+1484505010.15%+51
FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF97,321102,838+5,5172,4102,4550.72%+45
FIRST TRUST NASDAQ SEMICONDUCTOR ETF
NASDQ SEMCNDTR
2,3322,274-583023350.10%+33
GLOBAL X COPPER MINERS ETF
GLOBAL X COPPER
6,6076,60704745040.15%+30
PHILIP MORRIS INTL INC(PM)1,4061,489+832262460.07%+21
VANGUARD INFORMATION TECHNOLOGY ETF
INF TECH ETF
5,0265,457+4313,7893,8081.12%+19
CISCO SYS INC(CSCO)3,5983,690+922772860.08%+9
FIRST TRUST SSI STRATEGIC CONVERTIBLE SECURITIES ETF
SSI STRG ETF
7,5427,545+33253330.10%+9
FIRST TR LARGE CAP CORE ALPHADEX FD COMSHS
COM SHS
1,7001,70002022070.06%+6
STATE STREET SPDR S&P SEMICONDUCTOR ETF
ST STR SP SEMI
1,1301,13003633690.11%+5
POWERSHRARES DYNAMIC
DORS WR HEAL ETF
4,2884,28802132100.06%-3
FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES & INCOME ETF
INSTL PFD SECS
10,32010,32002001960.06%-4
PALO ALTO NETWORKS INC COM(PANW)1,1851,333+1482182140.06%-5
FIRST TRUST PREFERRED SECURITIES & INCOME ETF12,20812,20802222170.06%-6
ISHARES TR MSCI USA MINIMUM VOLATILITY INDEX FD
MSCI USA MIN ETF
13,28713,297+101,2511,2330.36%-18
STRYKER CORPORATION COM(SYK)822817-52892680.08%-20
PROSHARES ULTRA SEMICONDUCTORS
PSHS ULT SEMICDT
4,9034,940+372572370.07%-21
FIRST TRUST BLOOMBERG R&D LEADERS ETF
BLOOMBERG R
8,9858,978-72732460.07%-28
AUTOZONE INC COM(AZO)159151-85395090.15%-30
BROADCOM INC COM(AVGO)7,6618,469+8082,6522,6210.77%-30
FIRST TR IPOX 100 INDEX FD SHS3,8573,757-1006315970.18%-34
ARISTA NETWORKS INC COM SHS(ANET)11,03511,434+3991,4461,4040.41%-42
BARRETT BUSINESS SERVICES INC6,9006,90002502010.06%-49
FT VEST LADDERED BUFFER ETF
FT LADD BUFF ETF
21,16819,949-1,2197256740.20%-52
ISHARES SEMICONDUCTOR ETF8,5017,633-8682,5602,5090.74%-52
DIMENSIONAL U.S. TARGETED VALUE ETF
US TARGETED VLU
16,09614,468-1,6289589040.27%-55
WELLS FARGO & CO COM(WFC)4,3784,401+234083500.10%-58
SAMSARA INC COM CL A(IOT)16,96417,001+376015390.16%-63
PALANTIR TECHNOLOGIES INC CL A(PLTR)2,1642,16403853170.09%-68
BITMINE IMMERSION TECHS INC COM NEW(BMNP)11,10411,257+1533012230.07%-79
ISHARES TR HIGH DIVID EQUITY FD
CORE HIGH DV ETF
2,7271,681-1,0463322280.07%-104
ZOOM COMMUNICATIONS INC CL A(ZM)4,6533,593-1,0604022890.09%-113
ISHARES ETHEREUM TRUST ETF(ETHA)21,51022,516+1,0064823560.11%-126
BITWISE ETHEREUM ETF20,44019,076-1,3644352860.08%-149
AMC ENTMT HLDGS INC CL A NEW(AMC)98,0000-98,0001530-153
FIRST TR EXCHANGE TRADED FD DB STRATEGIC VALUE INDEX FD112,382110,259-2,12310,39710,2283.02%-169
BITWISE BITCOIN ETF TRUST(BITB)20,08621,057+9719557750.23%-180
GILEAD SCIENCES INC(GILD)8,5266,084-2,4421,0468480.25%-199
COLUMBIA RESEARCH ENHANCED CORE ETF
RESH ENHNC COR
5,0000-5,0002040-204
QUALCOMM INC COM(QCOM)1,3100-1,3102240-224
INTUIT COM(INTU)3630-3632400-240
GENERAL MLS INC COM(GIS)5,4320-5,4322530-253
APPLE INC(AAPL)106,487113,034+6,54728,94928,6878.47%-262
SALESFORCE COM(CRM)2,7572,330-4277304350.13%-295
FIRST TR EXCHANGE TRADED FD DOW JONES INTERNET INDEX FD9,7049,741+372,6122,2800.67%-332
FIRST TR EXCHANGE TRADED FD VI DORSEY WRIGHT FOCUS 5 ETF
DORSEY WRT 5 ETF
174,108174,859+75110,95510,5683.12%-387
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