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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 11 of 18  ·  347 positions
# Ticker Company Sector Shares Value ↓ % Port Status
201 ADC AGREE RLTY CORP Real Estate 5,277 $375K 0.01% SOLD
202 MIDD MIDDLEBY CORP Industrials 2,787 $370K 0.01% SOLD
203 BKR BAKER HUGHES COMPANY Energy 7,602 $370K 0.01% SOLD
204 ELS EQUITY LIFESTYLE PPTYS INC Real Estate 6,095 $370K 0.01% SOLD
205 STE STERIS PLC Healthcare 1,492 $369K 0.01% SOLD
206 VTR VENTAS INC Real Estate 5,214 $365K 0.01% SOLD
207 USFD US FOODS HLDG CORP Consumer Defensive 4,737 $363K 0.01% SOLD
208 NDSN NORDSON CORP Industrials 1,594 $362K 0.01% SOLD
209 DPZ DOMINOS PIZZA INC Consumer Cyclical 834 $360K 0.01% SOLD
210 DTE DTE ENERGY CO Utilities 2,542 $360K 0.01% SOLD
211 TTD THE TRADE DESK INC Technology 7,274 $356K 0.01% SOLD
212 L LOEWS CORP Financial Services 3,535 $355K 0.01% SOLD
213 TRIP TRIPADVISOR INC Consumer Cyclical 21,802 $355K 0.01% SOLD
214 GAP GAP INC Consumer Cyclical 16,337 $349K 0.01% SOLD
215 AGO ASSURED GUARANTY LTD Financial Services 4,115 $348K 0.01% SOLD
216 HBAN HUNTINGTON BANCSHARES INC Financial Services 20,143 $348K 0.01% SOLD
217 LYV LIVE NATION ENTERTAINMENT IN Communication Services 2,113 $345K 0.01% SOLD
218 EVR EVERCORE INC Financial Services 1,023 $345K 0.01% SOLD
219 GTES GATES INDL CORP PLC Industrials 13,899 $345K 0.01% SOLD
220 ARM ARM HOLDINGS PLC Technology 2,434 $344K 0.01% SOLD
Page 11 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%