What to enter
Enter one holding per line using a symbol and weight, such as AAPL 12.5. The checker calculates from the values you provide.
Free portfolio checker
Portfolio Concentration Checker
Concentration can hide inside a portfolio even when the holding list looks long. This checker calculates top holding weight, top-five weight, and positions that deserve a closer source review.
Last reviewed: May 24, 2026
What this helps with
Research context you can act on manually
Paste holding weights
Calculate top-five concentration
Flag positions to review
What the flags mean
Flags point to concentration checkpoints that may deserve more review. They are not portfolio instructions.
What to check next
Review ETF overlap, sector exposure, company risks, and whether any indirect fund exposure repeats the same companies.
Free tool
Portfolio Concentration Checker
Research-only
Format: one holding per line, such as AAPL 12.5.
Concentration result
Entered total
76.00%
Top holding
VOO 25.00%
Top five
76.00%
Entered weights total 76.00%, so review whether any positions are missing.
VOO is at least 20% of the entered portfolio.
The top five entered holdings add up to 76.00%.
4 holding(s) are at or above 10%.
FAQ
Does this connect to my brokerage?
No. You paste only the weights you want to check, and the calculation runs on the page.
What if my weights do not add to 100%?
The checker will show the total so you can decide whether more positions are missing.