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Portfolio (Quarterly) Guide ↗

GC Wealth Management RIA, LLC

· CIK 0002011169
13F Portfolio $3.0B AUM Filed Nov 13, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 848 New
Page 10 of 43  ·  848 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 DHI D R HORTON INC Consumer Cyclical 14,865.0 $2.5M 0.08% NEW $169.47 -18.9%
182 VOT VANGUARD INDEX FDS 8,572.0 $2.5M 0.08% NEW $293.79 -3.6%
183 CCI CROWN CASTLE INC Real Estate 26,082.0 $2.5M 0.08% NEW $96.49 -8.4%
184 BSX BOSTON SCIENTIFIC CORP Healthcare 25,575.0 $2.5M 0.08% NEW $97.63 -43.8%
185 ASTRAZENECA PLC 32,525.0 $2.5M 0.08% NEW $76.72
186 DLR DIGITAL RLTY TR INC Real Estate 14,393.0 $2.5M 0.08% NEW $172.88 +7.9%
187 CUE BIOPHARMA INC 3,431,644.0 $2.5M 0.08% NEW $0.72
188 QUAL ISHARES TR 12,514.0 $2.4M 0.08% NEW $194.50 +8.0%
189 MSI MOTOROLA SOLUTIONS INC Technology 5,312.0 $2.4M 0.08% NEW $457.29 -12.5%
190 TLT ISHARES TR 27,084.0 $2.4M 0.08% NEW $89.37 -6.4%
191 DE DEERE & CO Industrials 5,287.0 $2.4M 0.08% NEW $457.26 +23.4%
192 SMH VANECK ETF TRUST 7,341.0 $2.4M 0.08% NEW $326.36 +66.6%
193 GD GENERAL DYNAMICS CORP Industrials 6,994.0 $2.4M 0.08% NEW $341.00 -0.7%
194 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 23,864.0 $2.4M 0.08% NEW $99.81 -33.3%
195 UAL UNITED AIRLS HLDGS INC Industrials 24,679.0 $2.4M 0.08% NEW $96.50 -3.9%
196 GILD GILEAD SCIENCES INC Healthcare 21,312.0 $2.4M 0.08% NEW $111.00 +17.6%
197 DDOG DATADOG INC Technology 16,163.0 $2.3M 0.08% NEW $142.40 +46.8%
198 DELL DELL TECHNOLOGIES INC Technology 15,780.0 $2.2M 0.07% NEW $141.77 +69.4%
199 FAST FASTENAL CO Industrials 45,604.0 $2.2M 0.07% NEW $49.04 -10.0%
200 NSC NORFOLK SOUTHN CORP Industrials 7,367.0 $2.2M 0.07% NEW $300.41 +6.7%
Page 10 of 43  ·  848 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 34.4%
Communication Services 23.4%
Financial Services 11.4%
Consumer Cyclical 10.1%
Healthcare 6.2%
Industrials 5.0%
Real Estate 2.9%
Consumer Defensive 2.9%
Energy 1.5%
Utilities 1.1%