Concentrum Wealth Management - Q12026 Holdings

Concentrum Wealth Management holds 111 stocks with a total portfolio value of $ 338.63M as of Q12026. In Q12026, Concentrum Wealth Management added 27 new positions, increased stakes in 48 stocks, reduced 28 holdings, and fully exited 6 positions. The largest holding is Meta Platforms Inc Cl A (META), representing 19.78% of the total portfolio.