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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 6 of 18  ·  347 positions
# Ticker Company Sector Shares Value ↓ % Port Status
101 EPR EPR PPTYS Real Estate 10,759 $624K 0.02% SOLD
102 EPAM EPAM SYS INC Technology 4,079 $615K 0.02% SOLD
103 OKTA OKTA INC Technology 6,682 $613K 0.02% SOLD
104 SNA SNAP ON INC Industrials 1,761 $610K 0.02% SOLD
105 TTEK TETRA TECH INC NEW Industrials 18,210 $608K 0.02% SOLD
106 NRG NRG ENERGY INC Utilities 3,720 $602K 0.02% SOLD
107 EGP EASTGROUP PPTYS INC Real Estate 3,540 $599K 0.02% SOLD
108 SRE SEMPRA Utilities 6,633 $597K 0.02% SOLD
109 CDW CDW CORP Technology 3,736 $595K 0.02% SOLD
110 OZK BANK OZK LITTLE ROCK ARK Financial Services 11,635 $593K 0.02% SOLD
111 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 2,291 $592K 0.02% SOLD
112 FIVE FIVE BELOW INC Consumer Cyclical 3,713 $574K 0.02% SOLD
113 WST WEST PHARMACEUTICAL SVSC INC Healthcare 2,170 $569K 0.02% SOLD
114 ENPH ENPHASE ENERGY INC Energy 16,078 $569K 0.02% SOLD
115 FITB FIFTH THIRD BANCORP Financial Services 12,754 $568K 0.02% SOLD
116 RJF RAYMOND JAMES FINL INC Financial Services 3,283 $567K 0.02% SOLD
117 CSGP COSTAR GROUP INC Real Estate 6,716 $567K 0.02% SOLD
118 IAC IAC INC Technology 16,615 $566K 0.02% SOLD
119 LIBERTY MEDIA CORP DEL 5,385 $562K 0.02% SOLD
120 UDR UDR INC Real Estate 15,014 $559K 0.02% SOLD
Page 6 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%