Long-term investor
Concentrum Wealth Management @concentrumwealthmanageme
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001765387).
Record
- Tracked since 2025-06-30 (448 days), 97 trades recorded
- Returns: week n/a · month n/a · 90 days +9.7% · 6 months n/a · 1 year +16.5% · all +16.5%
- Max drawdown n/a · win rate 23% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- META · 15.5% · long · since 2025-06-30
- NVDA · 14.5% · long · since 2025-06-30
- AAPL · 8.0% · long · since 2025-06-30
- AMD · 5.9% · long · since 2025-06-30
- 92189F676 · 4.4% · long · since 2025-06-30
- 33738R605 · 3.2% · long · since 2025-06-30
- 46090E103 · 2.9% · long · since 2025-06-30
- MU · 2.8% · long · since 2025-06-30
- 33734H106 · 2.6% · long · since 2025-06-30
- 33733E104 · 2.6% · long · since 2025-06-30
- 88160R101 · 2.2% · long · since 2025-06-30
- MSFT · 2.1% · long · since 2025-06-30