Concentrum Wealth Management

Business address
353 Piercy Rd., San Jose, CA, 95138
Top securities (13F)
NVDA, AAPL, QQQ, FV, FTCS, FVD, SMH, TSLA, MSFT, IBIT, BRKB, AMD, AMZN, GLD, CIBR, QTEC, GOOG, XMHQ, VGT, and ORCL
State of incorporation
CA
Fiscal year end
31 December
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Concentrum Wealth Management has filed 31 SEC EDGAR filings since 07 Feb 2019

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 10 Nov 2025 30 Sep 2025 028-19054
N-PX Open Document Open Filing 12 Aug 2025 30 Jun 2025 028-19054
13F-HR Open Document Open Filing 12 Aug 2025 30 Jun 2025 028-19054
13F-HR Open Document Open Filing 07 May 2025 31 Mar 2025 028-19054
13F-HR Open Document Open Filing 13 Feb 2025 31 Dec 2024 028-19054
13F-HR Open Document Open Filing 13 Nov 2024 30 Sep 2024 028-19054
N-PX Open Document Open Filing 14 Aug 2024 30 Jun 2024 028-19054
13F-HR Open Document Open Filing 13 Aug 2024 30 Jun 2024 028-19054
13F-HR Open Document Open Filing 06 May 2024 31 Mar 2024 028-19054
13F-HR/A Open Document Open Filing 13 Feb 2024 31 Dec 2023 028-19054
13F-HR Open Document Open Filing 06 Feb 2024 31 Dec 2023 028-19054
13F-HR Open Document Open Filing 08 Nov 2023 30 Sep 2023 028-19054
13F-HR Open Document Open Filing 08 Aug 2023 30 Jun 2023 028-19054
13F-HR Open Document Open Filing 03 May 2023 31 Mar 2023 028-19054
13F-HR Open Document Open Filing 06 Feb 2023 31 Dec 2022 028-19054
13F-HR Open Document Open Filing 10 Nov 2022 30 Sep 2022 028-19054
13F-HR Open Document Open Filing 28 Jul 2022 30 Jun 2022 028-19054
13F-HR Open Document Open Filing 06 May 2022 31 Mar 2022 028-19054
13F-HR Open Document Open Filing 02 Feb 2022 31 Dec 2021 028-19054
13F-HR Open Document Open Filing 12 Nov 2021 30 Sep 2021 028-19054
13F-HR Open Document Open Filing 28 Jul 2021 30 Jun 2021 028-19054
13F-HR Open Document Open Filing 29 Apr 2021 31 Mar 2021 028-19054
13F-HR Open Document Open Filing 20 Jan 2021 31 Dec 2020 028-19054
13F-HR Open Document Open Filing 23 Oct 2020 30 Sep 2020 028-19054
13F-HR Open Document Open Filing 06 Aug 2020 30 Jun 2020 028-19054
13F-HR Open Document Open Filing 04 May 2020 31 Mar 2020 028-19054
13F-HR Open Document Open Filing 15 Jan 2020 31 Dec 2019 028-19054
13F-HR Open Document Open Filing 31 Oct 2019 30 Sep 2019 028-19054
13F-HR Open Document Open Filing 22 Jul 2019 30 Jun 2019 028-19054
13F-HR Open Document Open Filing 08 May 2019 31 Mar 2019 028-19054
13F-HR Open Document Open Filing 07 Feb 2019 31 Dec 2018 028-19054