Filer Snapshot

Concentrum Wealth Management

CIK 0001765387. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity Type

Company

Total Filings

33

Latest Filing

04 May 2026

Industry

n/a

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  • Open 13F if you want portfolio holdings.
  • Open 13D/G or insider pages only when this CIK has those rows.
Open 13F portfolio
Source: SEC Form 13F

13F-HR filed on 04 May 2026 for CIK 0001765387.

View Source Filing
Business address
353 Piercy Rd., San Jose, CA, 95138
Top securities (13F)
META PLATFORMS INC CL A, NVIDIA CORP, APPLE INC, VANECK SEMICONDUCTOR ETF, FIRST TR EXCHANGE TRADED FD VI DORSEY WRIGHT FOCUS 5 ETF, FIRST TR EXCHANGE TRADED FD DB STRATEGIC VALUE INDEX FD, FIRST TRUST VALUE LINE DIVIDEND INDEX FUND, POWERSHARES QQQ TR, ADVANCED MICRO DEVICES INC COM, MICROSOFT, TESLA MOTORS INC, ALPHABET INC CAP STK CL C, AMAZON.COM INC, SPDR GOLD ETF, ISHARES BITCOIN TRUST ETF, INVESCO S&P MIDCAP QUALITY ETF, FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND, FIRST TRUST NASDAQ CYBERSECURITY ETF, VANGUARD INFORMATION TECHNOLOGY ETF, and ALPHABET INC CAP STK CL A
State of incorporation
CA
Fiscal year end
31 December

Filer intelligence

What SEC filings say about Concentrum Wealth Management

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

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Quick read

  • Latest parsed 13F shows $336.76M across 111 reported holdings for Q1 2026.
  • Largest parsed 13F holding: META PLATFORMS INC CL A at $66.99M.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio 111 rows

Quarterly institutional portfolio holdings.

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13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

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Forms 3/4/5 No rows yet

Officer, director, and 10% owner holdings or transactions.

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Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q1 2026 - 04 May 2026

Latest update

What changed recently for Concentrum Wealth Management

New filing available

Latest 13F period: Q1 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

04 May 2026

Page type

Filer profile

Latest period

Q1 2026

Institutional portfolio context was refreshed from a 13F filing filed on 04 May 2026.

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Benchmark Context

Benchmark context for this company

Concentrum Wealth Management has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

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Why this is notable

Latest 13F period: Q1 2026. That gives you a fresh baseline before you compare this company with peers.

  • Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
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Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.

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Filer Overview

Concentrum Wealth Management has filed 33 SEC EDGAR filings since 07 Feb 2019. Common forms include 13F-HR, N-PX, 13F-HR/A.

Concentrum Wealth Management SEC filings Concentrum Wealth Management 13F portfolio

Latest Filings

Recent SEC filings for Concentrum Wealth Management with direct links to document and filing folders.

13F-HR File 028-19054

13F-HR filing

Filing date
04 May 2026
Reporting date
31 Mar 2026
SEC evidence
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13F-HR File 028-19054

13F-HR filing

Filing date
04 Feb 2026
Reporting date
31 Dec 2025
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13F-HR File 028-19054

13F-HR filing

Filing date
10 Nov 2025
Reporting date
30 Sep 2025
SEC evidence
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N-PX File 028-19054

N-PX filing

Filing date
12 Aug 2025
Reporting date
30 Jun 2025
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13F-HR File 028-19054

13F-HR filing

Filing date
12 Aug 2025
Reporting date
30 Jun 2025
SEC evidence
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13F-HR File 028-19054

13F-HR filing

Filing date
07 May 2025
Reporting date
31 Mar 2025
SEC evidence
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13F-HR File 028-19054

13F-HR filing

Filing date
13 Feb 2025
Reporting date
31 Dec 2024
SEC evidence
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13F-HR File 028-19054

13F-HR filing

Filing date
13 Nov 2024
Reporting date
30 Sep 2024
SEC evidence
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N-PX File 028-19054

N-PX filing

Filing date
14 Aug 2024
Reporting date
30 Jun 2024
SEC evidence
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13F-HR File 028-19054

13F-HR filing

Filing date
13 Aug 2024
Reporting date
30 Jun 2024
SEC evidence
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13F-HR File 028-19054

13F-HR filing

Filing date
06 May 2024
Reporting date
31 Mar 2024
SEC evidence
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13F-HR/A File 028-19054

13F-HR/A filing

Filing date
13 Feb 2024
Reporting date
31 Dec 2023
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13F-HR File 028-19054

13F-HR filing

Filing date
06 Feb 2024
Reporting date
31 Dec 2023
SEC evidence
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13F-HR File 028-19054

13F-HR filing

Filing date
08 Nov 2023
Reporting date
30 Sep 2023
SEC evidence
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13F-HR File 028-19054

13F-HR filing

Filing date
08 Aug 2023
Reporting date
30 Jun 2023
SEC evidence
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13F-HR File 028-19054

13F-HR filing

Filing date
03 May 2023
Reporting date
31 Mar 2023
SEC evidence
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13F-HR File 028-19054

13F-HR filing

Filing date
06 Feb 2023
Reporting date
31 Dec 2022
SEC evidence
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13F-HR File 028-19054

13F-HR filing

Filing date
10 Nov 2022
Reporting date
30 Sep 2022
SEC evidence
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13F-HR File 028-19054

13F-HR filing

Filing date
28 Jul 2022
Reporting date
30 Jun 2022
SEC evidence
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13F-HR File 028-19054

13F-HR filing

Filing date
06 May 2022
Reporting date
31 Mar 2022
SEC evidence
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13F-HR File 028-19054

13F-HR filing

Filing date
02 Feb 2022
Reporting date
31 Dec 2021
SEC evidence
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13F-HR File 028-19054

13F-HR filing

Filing date
12 Nov 2021
Reporting date
30 Sep 2021
SEC evidence
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13F-HR File 028-19054

13F-HR filing

Filing date
28 Jul 2021
Reporting date
30 Jun 2021
SEC evidence
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13F-HR File 028-19054

13F-HR filing

Filing date
29 Apr 2021
Reporting date
31 Mar 2021
SEC evidence
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13F-HR File 028-19054

13F-HR filing

Filing date
20 Jan 2021
Reporting date
31 Dec 2020
SEC evidence
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13F-HR File 028-19054

13F-HR filing

Filing date
23 Oct 2020
Reporting date
30 Sep 2020
SEC evidence
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13F-HR File 028-19054

13F-HR filing

Filing date
06 Aug 2020
Reporting date
30 Jun 2020
SEC evidence
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13F-HR File 028-19054

13F-HR filing

Filing date
04 May 2020
Reporting date
31 Mar 2020
SEC evidence
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13F-HR File 028-19054

13F-HR filing

Filing date
15 Jan 2020
Reporting date
31 Dec 2019
SEC evidence
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13F-HR File 028-19054

13F-HR filing

Filing date
31 Oct 2019
Reporting date
30 Sep 2019
SEC evidence
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13F-HR File 028-19054

13F-HR filing

Filing date
22 Jul 2019
Reporting date
30 Jun 2019
SEC evidence
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13F-HR File 028-19054

13F-HR filing

Filing date
08 May 2019
Reporting date
31 Mar 2019
SEC evidence
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13F-HR File 028-19054

13F-HR filing

Filing date
07 Feb 2019
Reporting date
31 Dec 2018
SEC evidence
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Next action
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About this filer

Concentrum Wealth Management files with the SEC under CIK 0001765387. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.
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