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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 18 of 19  ·  363 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 IUSG ISHARES TR 1,436.0 $241K 0.01% -2K -52.2% $167.94 +11.0%
342 MRSH MARSH & MCLENNAN COS INC Financial Services 1,281.0 $238K 0.01% -5K -79.2% $185.52 -12.6%
343 BYD BOYD GAMING CORP Consumer Cyclical 2,771.0 $236K 0.01% -8K -74.9% $85.24 -7.1%
344 KR KROGER CO Consumer Defensive 3,770.0 $236K 0.01% -10K -71.9% $62.48 +6.6%
345 URI UNITED RENTALS INC Industrials 291.0 $236K 0.01% -594.0 -67.1% $809.32 +18.6%
346 CMCSA COMCAST CORP NEW Communication Services 7,799.0 $233K 0.01% -52K -87.0% $29.89 -17.1%
347 MET METLIFE INC Financial Services 2,932.0 $231K 0.01% -6K -65.9% $78.94 +1.3%
348 GTLB GITLAB INC Technology 6,153.0 $231K 0.01% -13K -67.6% $37.53 -35.6%
349 CL COLGATE PALMOLIVE CO Consumer Defensive 2,860.0 $226K 0.01% -8K -72.7% $79.02 +13.0%
350 GL GLOBE LIFE INC Financial Services 1,549.0 $217K 0.01% -1K -41.0% $139.86 +11.6%
351 IEUR ISHARES TR 2,982.0 $212K 0.01% -824.0 -21.6% $70.98 +4.3%
352 SLB SLB LIMITED Energy 5,393.0 $207K 0.01% -8K -59.6% $38.38 +43.9%
353 CYBERARK SOFTWARE LTD 464.0 $207K 0.01% -154.0 -24.9% $446.06
354 VIOG VANGUARD ADMIRAL FDS INC 1,690.0 $205K 0.01% -14.0 -0.8% $121.29 +12.8%
355 TSCO TRACTOR SUPPLY CO Consumer Cyclical 4,082.0 $204K 0.01% -5K -53.1% $50.01 -37.6%
356 NGVT INGEVITY CORP Basic Materials 3,446.0 $204K 0.01% -1K -24.1% $59.18 +14.3%
357 EXC EXELON CORP Utilities 4,661.0 $203K 0.01% -17K -78.2% $43.59 +0.3%
358 HOLOGIC INC 2,721.0 $203K 0.01% -6K -68.5% $74.49
359 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 725.0 $202K 0.01% -2K -75.8% $278.92 -6.8%
360 SMFG SUMITOMO MITSUI FINL GROUP I Financial Services 10,363.0 $200K 0.01% -4K -28.4% $19.33 +13.9%
Page 18 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%