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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 14 of 19  ·  363 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 EOG EOG RES INC Energy 4,226.0 $444K 0.02% -4K -47.5% $105.01 +36.3%
262 NAD NUVEEN QUALITY MUNCP INCOME Financial Services 36,814.0 $443K 0.02% -14K -26.9% $12.02 -4.3%
263 LHX L3HARRIS TECHNOLOGIES INC Industrials 1,497.0 $439K 0.02% -2K -52.5% $293.57 +5.2%
264 RALLIANT CORP 8,623.0 $439K 0.02% -3K -25.6% $50.91
265 XYL XYLEM INC Industrials 3,217.0 $438K 0.02% -4K -53.1% $136.18 -20.1%
266 MAR MARRIOTT INTL INC NEW Consumer Cyclical 1,408.0 $437K 0.02% -3K -65.6% $310.24 +16.2%
267 RF REGIONS FINANCIAL CORP NEW Financial Services 16,081.0 $436K 0.02% -19K -54.5% $27.10 -0.4%
268 USIG ISHARES TR 8,208.0 $425K 0.02% -6K -41.3% $51.77 -1.9%
269 BMY BRISTOL-MYERS SQUIBB CO Healthcare 7,799.0 $421K 0.01% -99K -92.7% $53.94 +6.6%
270 XEL XCEL ENERGY INC Utilities 5,642.0 $417K 0.01% -7K -53.9% $73.86 +5.8%
271 VEEV VEEVA SYS INC Healthcare 1,863.0 $416K 0.01% -2K -50.4% $223.23 -26.8%
272 NKE NIKE INC Consumer Cyclical 6,484.0 $413K 0.01% -10K -60.9% $63.71 -33.5%
273 VTRS VIATRIS INC Healthcare 33,035.0 $411K 0.01% -9K -21.6% $12.45 +32.4%
274 QS QUANTUMSCAPE CORP Consumer Cyclical 39,019.0 $407K 0.01% -27K -40.5% $10.42 -30.0%
275 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 10,963.0 $406K 0.01% -24K -68.5% $37.00 -10.1%
276 MPC MARATHON PETE CORP Energy 2,479.0 $403K 0.01% -2K -50.1% $162.63 +58.8%
277 AFRM AFFIRM HLDGS INC Technology 5,416.0 $403K 0.01% -9K -63.0% $74.43 -14.5%
278 COP CONOCOPHILLIPS Energy 4,292.0 $402K 0.01% -13K -74.9% $93.62 +32.7%
279 DUK DUKE ENERGY CORP NEW Utilities 3,400.0 $399K 0.01% -11K -75.6% $117.21 +4.0%
280 RSG REPUBLIC SVCS INC Industrials 1,854.0 $393K 0.01% -3K -58.2% $211.93 +0.4%
Page 14 of 19  ·  363 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%