Concentrum Wealth Management - Q42025 Holdings

Concentrum Wealth Management holds 90 stocks with a total portfolio value of $ 358.1M as of Q42025. In Q42025, Concentrum Wealth Management added 13 new positions, increased stakes in 38 stocks, reduced 32 holdings, and fully exited 2 positions. The largest holding is Meta Platforms Inc Cl A (META), representing 21.77% of the total portfolio.