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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 3 of 19  ·  363 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 40,913.0 $6.6M 0.24% -7K -14.2% $161.96 -4.5%
42 BAC BANK AMERICA CORP Financial Services 117,260.0 $6.4M 0.24% -41K -26.1% $55.00 -9.0%
43 CSCO CISCO SYS INC Technology 82,724.0 $6.4M 0.23% -51K -38.0% $77.03 +53.7%
44 MS MORGAN STANLEY Financial Services 35,774.0 $6.4M 0.23% -15K -28.9% $177.53 +8.7%
45 LRCX LAM RESEARCH CORP Technology 36,220.0 $6.2M 0.23% -17K -32.5% $171.18 +70.0%
46 COF CAPITAL ONE FINL CORP Financial Services 25,451.0 $6.2M 0.23% -7K -21.3% $242.36 -23.1%
47 UBER UBER TECHNOLOGIES INC Technology 74,664.0 $6.1M 0.22% -12K -14.2% $81.71 -8.7%
48 SNPS SYNOPSYS INC Technology 12,909.0 $6.1M 0.22% -2K -13.6% $469.72 +5.6%
49 CRWD CROWDSTRIKE HLDGS INC Technology 12,933.0 $6.1M 0.22% -3K -19.4% $468.76 +27.7%
50 TXN TEXAS INSTRS INC Technology 33,786.0 $5.9M 0.21% -20K -37.6% $173.49 +77.4%
51 ETN EATON CORP PLC Industrials 18,003.0 $5.7M 0.21% -815.0 -4.3% $318.51 +22.7%
52 SNOW SNOWFLAKE INC Technology 25,598.0 $5.6M 0.21% -2K -8.2% $219.36 -27.8%
53 CVX CHEVRON CORP NEW Energy 36,408.0 $5.5M 0.20% -24K -39.4% $152.41 +24.3%
54 ASAN ASANA INC Technology 402,100.0 $5.5M 0.20% -3K -0.6% $13.71 -53.7%
55 WFC WELLS FARGO CO NEW Financial Services 58,755.0 $5.5M 0.20% -21K -26.4% $93.20 -21.0%
56 PEP PEPSICO INC Consumer Defensive 38,032.0 $5.5M 0.20% -24K -38.8% $143.52 +3.6%
57 DFAC DIMENSIONAL ETF TRUST 135,251.0 $5.4M 0.20% -5K -3.7% $39.59 +8.5%
58 XOM EXXON MOBIL CORP Energy 44,453.0 $5.3M 0.20% -42K -48.4% $120.34 +29.3%
59 MCK MCKESSON CORP Healthcare 6,433.0 $5.3M 0.19% -1K -15.0% $820.29 -7.6%
60 ADI ANALOG DEVICES INC Technology 19,018.0 $5.2M 0.19% -8K -30.4% $271.20 +57.2%
Page 3 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%