Concentrum Wealth Management has disclosed a total of $476.45 million in assets under management as of September 30, 2026, according to its recent filing with the SEC. This significant figure underscores the firm's robust position in the financial advisory landscape.

The filing, dated November 9, 2026, reveals that Concentrum's investment strategy includes substantial holdings in major technology companies and exchange-traded funds (ETFs). This diverse portfolio reflects a strategic approach to asset management, aimed at maximizing returns for clients.

Background

Concentrum Wealth Management, based in San Jose, California, operates under the Central Index Key (CIK) 0001765387. The firm specializes in wealth management services, catering to a diverse clientele. The latest filing is part of a series of regular disclosures, with previous filings including reports from August and May 2026.

What the Filing Says

The 13F-HR filing indicates that Concentrum holds a total of 131 positions, emphasizing its active management style. The firm’s portfolio includes notable investments in companies such as Meta Platforms Inc., NVIDIA Corp., and Apple Inc., showcasing a focus on technology and innovation.

Impact

This filing may have implications for competitors in the wealth management sector. As Concentrum continues to grow its asset base and diversify its investment strategy, other firms may need to adapt their approaches to remain competitive. The filing highlights the importance of tech investments in achieving growth in the current market.

What's Next

The filing does not specify what happens next, but it is expected that Concentrum will continue to monitor and adjust its investment strategies in response to market conditions and client needs.