Concurrent Investment Advisors, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists the firm’s principal place of business as 100 S Ashley Drive, Suite 830, Tampa, FL 33602.
The report identifies Courtney Haddad, Chief Compliance Officer, as the authorized signatory. The filing was signed on October 16, 2026.
The portfolio includes a diverse mix of equities and exchange-traded funds. Notable positions include Advanced Micro Devices Inc., with 99,690 shares; Amazon.com Inc., with 949,761 shares; and Alphabet Inc. Class C, with 325,055 shares. The filing also lists significant holdings in 3M Co., American Tower Corp., and AbbVie Inc.
The portfolio contains a substantial number of exchange-traded funds, including various funds managed by AB Active ETFs Inc., AIM ETF Products Trust, and American Century Investments. Specific ETFs mentioned include the PICT Enhanced U.S. ETF and the AdvisorShares Pure US Cannabis ETF.
