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Portfolio (Quarterly) Guide ↗

GC Wealth Management RIA, LLC

· CIK 0002011169
13F Portfolio $2.7B AUM 649 positions Filed Jan 30, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 25 New 102 Added 363 Reduced 347 Exited
Page 2 of 6  ·  102 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 JEPQ J P MORGAN EXCHANGE TRADED F 65,446.0 $3.8M 0.14% +17K +35.2% $58.12 +2.9%
22 BCS BARCLAYS PLC Financial Services 132,068.0 $3.4M 0.12% +42K +45.8% $25.45 -10.1%
23 ESGD ISHARES TR 34,675.0 $3.3M 0.12% +2K +7.3% $95.09 +6.4%
24 ASTRAZENECA PLC 35,401.0 $3.3M 0.12% +3K +8.8% $91.93
25 EFA ISHARES TR 31,619.0 $3.0M 0.11% +16K +100.6% $96.03 +6.7%
26 BLACKROCK ETF TRUST II 60,287.0 $2.9M 0.11% +5K +9.1% $48.68
27 VGT VANGUARD WORLD FD 3,689.0 $2.8M 0.10% +142.0 +4.0% $753.79 -84.9%
28 VUSB VANGUARD BD INDEX FDS 55,151.0 $2.7M 0.10% +11K +25.6% $49.84 -0.2%
29 IGV ISHARES TR 24,765.0 $2.6M 0.10% +2K +10.2% $105.69 -13.7%
30 GSY INVESCO ACTIVELY MANAGED EXC 42,125.0 $2.1M 0.08% +25K +140.0% $50.25 -0.4%
31 NU NU HLDGS LTD Financial Services 115,830.0 $1.9M 0.07% +4K +3.4% $16.74 -26.6%
32 VBK VANGUARD INDEX FDS 6,202.0 $1.9M 0.07% +218.0 +3.6% $302.12 +12.3%
33 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 10,962.0 $1.6M 0.06% +1K +13.3% $146.58 -8.8%
34 USXF ISHARES TR 27,053.0 $1.6M 0.06% +17K +161.1% $57.58 +13.9%
35 XLK SELECT SECTOR SPDR TR 10,398.0 $1.5M 0.06% +4K +64.4% $143.97 +22.9%
36 SAP SAP SE Technology 6,111.0 $1.5M 0.06% +658.0 +12.1% $242.91 -30.6%
37 ESGU ISHARES TR 9,948.0 $1.5M 0.05% +5K +104.3% $148.98 +8.0%
38 ARCC ARES CAPITAL CORP Financial Services 72,128.0 $1.5M 0.05% +5K +6.7% $20.23 -7.3%
39 CUE BIOPHARMA INC 4,631,644.0 $1.4M 0.05% +1.2M +35.0% $0.31
40 DAWN DAY ONE BIOPHARMACEUTICALS I Healthcare 150,030.0 $1.4M 0.05% +100K +200.1% $9.32 +131.0%
Page 2 of 6  ·  102 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 29.4%
Communication Services 23.1%
Healthcare 21.7%
Financial Services 11.3%
Consumer Cyclical 7.5%
Industrials 3.1%
Consumer Defensive 1.7%
Energy 1.0%
Basic Materials 0.6%
Utilities 0.4%