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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 5 of 6  ·  102 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 TSLX SIXTH STREET SPECIALTY LENDI Financial Services 21,870.0 $475K 0.02% +8K +56.2% $21.72 -18.4%
82 NATWEST GROUP PLC 26,313.0 $460K 0.02% +6K +27.9% $17.50
83 UBS UBS GROUP AG Financial Services 9,117.0 $422K 0.02% +2K +19.9% $46.31 +0.1%
84 SHG SHINHAN FINANCIAL GROUP CO L Financial Services 7,149.0 $383K 0.01% +2K +37.9% $53.63 +19.0%
85 NPK NATIONAL PRESTO INDS INC Industrials 3,483.0 $372K 0.01% +983.0 +39.3% $106.76 +30.2%
86 MMYT MAKEMYTRIP LIMITED MAURITIUS Consumer Cyclical 4,523.0 $371K 0.01% +784.0 +21.0% $82.12 -45.7%
87 IWP ISHARES TR 2,710.0 $371K 0.01% +820.0 +43.4% $136.94 -0.6%
88 IGLB ISHARES TR 6,725.0 $339K 0.01% +88.0 +1.3% $50.45 -2.7%
89 VCSH VANGUARD SCOTTSDALE FDS 4,108.0 $328K 0.01% +34.0 +0.8% $79.73 -1.1%
90 STZ CONSTELLATION BRANDS INC Consumer Defensive 2,289.0 $316K 0.01% +708.0 +44.8% $137.96 +5.6%
91 XLV SELECT SECTOR SPDR TR 1,985.0 $307K 0.01% +248.0 +14.3% $154.80 -6.7%
92 OKLO OKLO INC Utilities 4,164.0 $299K 0.01% +40.0 +1.0% $71.76 -17.1%
93 LQDH ISHARES U S ETF TR 3,160.0 $295K 0.01% +118.0 +3.9% $93.35 +0.1%
94 FLR FLUOR CORP NEW Industrials 7,330.0 $290K 0.01% +2K +46.6% $39.63 +10.1%
95 ALC ALCON AG Healthcare 3,554.0 $280K 0.01% +30.0 +0.8% $78.81 -17.2%
96 IEF ISHARES TR 2,767.0 $266K 0.01% +113.0 +4.3% $96.16 -2.7%
97 TFLO ISHARES TR 5,163.0 $261K 0.01% +69.0 +1.4% $50.46 +0.2%
98 SCHV SCHWAB STRATEGIC TR 8,675.0 $257K 0.01% +844.0 +10.8% $29.61 +10.0%
99 XLY SELECT SECTOR SPDR TR 1,962.0 $234K 0.01% +632.0 +47.5% $119.41 -2.4%
100 SSYS STRATASYS LTD Technology 24,300.0 $211K 0.01% +4K +21.5% $8.68 -1.8%
Page 5 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%