Concentrum Wealth Management - Q22026 Holdings

Concentrum Wealth Management holds 127 stocks with a total portfolio value of $ 417.83M as of Q22026. In Q22026, Concentrum Wealth Management added 20 new positions, increased stakes in 63 stocks, reduced 32 holdings, and fully exited 4 positions. The largest holding is Meta Platforms Inc Cl A (META), representing 15.55% of the total portfolio.