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Portfolio (Quarterly) Guide ↗

GFG Capital, LLC

· CIK 0001638520
13F Portfolio $281M AUM 94 positions Filed Jan 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 63 New
Page 1 of 4  ·  63 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 GSIE GOLDMAN SACHS ETF TR 708,781.0 $30.4M 10.84% NEW $42.94 +7.0%
2 GSLC GOLDMAN SACHS ETF TR 170,435.0 $22.6M 8.04% NEW $132.37 +8.3%
3 AAPL APPLE INC Technology 75,261.0 $20.5M 7.29% NEW $271.86 +14.2%
4 GOOGL ALPHABET INC Communication Services 54,555.0 $17.1M 6.08% NEW $313.00 +24.3%
5 HOOD ROBINHOOD MKTS INC Financial Services 106,300.0 $12.0M 4.28% NEW $113.10 -28.7%
6 RKT ROCKET COS INC Financial Services 581,894.0 $11.3M 4.01% NEW $19.36 -25.8%
7 DELL DELL TECHNOLOGIES INC Technology 86,338.0 $10.9M 3.87% NEW $125.88 +159.0%
8 V VISA INC Financial Services 26,971.0 $9.5M 3.37% NEW $350.71 -8.4%
9 CQQQ INVESCO EXCH TRADED FD TR II 177,828.0 $9.2M 3.29% NEW $52.00 +3.9%
10 META META PLATFORMS INC Communication Services 13,616.0 $9.0M 3.20% NEW $660.08 -4.6%
11 CRWD CROWDSTRIKE HLDGS INC Technology 19,129.0 $9.0M 3.19% NEW $468.76 +43.5%
12 BX BLACKSTONE INC Financial Services 53,520.0 $8.2M 2.94% NEW $154.14 -24.2%
13 FDLO FIDELITY COVINGTON TRUST 115,051.0 $7.7M 2.74% NEW $66.75 +5.5%
14 NFLX NETFLIX INC Communication Services 79,287.0 $7.4M 2.65% NEW $93.76 -8.1%
15 UBER UBER TECHNOLOGIES INC Technology 89,988.0 $7.4M 2.62% NEW $81.71 -13.6%
16 NOW SERVICENOW INC Technology 45,515.0 $7.0M 2.48% NEW $153.19 -29.6%
17 GEM GOLDMAN SACHS ETF TR 149,487.0 $6.2M 2.22% NEW $41.62 +24.7%
18 IWF ISHARES TR 12,511.0 $5.9M 2.11% NEW $473.32 -73.2%
19 QQQ INVESCO QQQ TR Financial Services 8,278.0 $5.1M 1.81% NEW $614.32 +19.8%
20 NVDA NVIDIA CORPORATION Technology 26,848.0 $5.0M 1.78% NEW $186.50 +14.6%
Page 1 of 4  ·  63 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 43.2%
Financial Services 30.6%
Communication Services 18.5%
Consumer Cyclical 5.0%
Consumer Defensive 1.3%
Energy 1.2%
Industrials 0.1%
Healthcare 0.1%