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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 10 of 18  ·  347 positions
# Ticker Company Sector Shares Value ↓ % Port Status
181 REGCO REGENCY CTRS CORP Real Estate 5,595 $408K 0.01% SOLD
182 CGNX COGNEX CORP Technology 8,895 $403K 0.01% SOLD
183 ODFL OLD DOMINION FREIGHT LINE IN Industrials 2,856 $402K 0.01% SOLD
184 DLTR DOLLAR TREE INC Consumer Defensive 4,246 $401K 0.01% SOLD
185 KELLANOVA 4,881 $400K 0.01% SOLD
186 G GENPACT LIMITED Technology 9,525 $399K 0.01% SOLD
187 SNDR SCHNEIDER NATIONAL INC Industrials 18,802 $398K 0.01% SOLD
188 FR FIRST INDL RLTY TR INC Real Estate 7,685 $396K 0.01% SOLD
189 SAM BOSTON BEER INC Consumer Defensive 1,864 $394K 0.01% SOLD
190 OTIS OTIS WORLDWIDE CORP Industrials 4,309 $394K 0.01% SOLD
191 PTC PTC INC Technology 1,928 $391K 0.01% SOLD
192 CPRT COPART INC Industrials 8,593 $386K 0.01% SOLD
193 SPB SPECTRUM BRANDS HLDGS INC NE Consumer Defensive 7,331 $385K 0.01% SOLD
194 AVB AVALONBAY CMNTYS INC Real Estate 1,991 $385K 0.01% SOLD
195 MTUM ISHARES TR 1,490 $382K 0.01% SOLD
196 MAA MID-AMER APT CMNTYS INC Real Estate 2,726 $381K 0.01% SOLD
197 TRU TRANSUNION Industrials 4,515 $378K 0.01% SOLD
198 FERG FERGUSON ENTERPRISES INC Industrials 1,680 $377K 0.01% SOLD
199 VOYA VOYA FINANCIAL INC Financial Services 5,020 $375K 0.01% SOLD
200 ICUI ICU MED INC Healthcare 3,127 $375K 0.01% SOLD
Page 10 of 18  ·  347 positions
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%