Concentrum Wealth Management filed its 13F report for Q3 2025 on November 10, 2025. The portfolio totaled 346.62 M reflecting a +8.75% change from the prior quarter, spanning 79 assets. The top 10 holdings comprised 71.4% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 7 new positions and 2 complete exits.
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Concentrum Wealth Management submitted their Form 13F-HR for the Q3 2025 period on 11/10/2025. This was the only submission for the quarter.
In the Q3 2025 filing, Concentrum Wealth Management reported a managed portfolio value of 346.62 M, consisting of 79 individual positions.
This page displays the raw filing documents. To see which stocks Concentrum Wealth Management bought or sold during Q3 2025, please visit Concentrum Wealth Management's Portfolio Analysis page.