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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 5 of 19  ·  363 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 KO COCA COLA CO Consumer Defensive 50,073.0 $3.5M 0.13% -33K -39.5% $69.91 +15.6%
82 ILMN ILLUMINA INC Healthcare 26,197.0 $3.4M 0.13% -8K -22.8% $131.16 +8.7%
83 MCD MCDONALDS CORP Consumer Cyclical 11,142.0 $3.4M 0.12% -6K -36.1% $305.63 -9.6%
84 AXP AMERICAN EXPRESS CO Financial Services 9,031.0 $3.3M 0.12% -3K -24.1% $369.95 -15.6%
85 QCOM QUALCOMM INC Technology 19,230.0 $3.3M 0.12% -15K -43.4% $171.05 +17.8%
86 SPGP INVESCO EXCHANGE TRADED FD T 28,163.0 $3.2M 0.12% -4K -13.5% $113.86 +2.2%
87 SPHQ INVESCO EXCHANGE TRADED FD T 42,665.0 $3.2M 0.12% -4K -8.9% $75.05 +10.1%
88 VT VANGUARD INTL EQUITY INDEX F 22,280.0 $3.1M 0.12% -494.0 -2.2% $141.06 +9.0%
89 VOE VANGUARD INDEX FDS 17,189.0 $3.0M 0.11% -1K -7.1% $177.37 +8.1%
90 MELI MERCADOLIBRE INC Consumer Cyclical 1,500.0 $3.0M 0.11% -24.0 -1.6% $2014.26 -23.2%
91 DGRO ISHARES TR 43,196.0 $3.0M 0.11% -30K -41.1% $69.42 +6.3%
92 LOW LOWES COS INC Consumer Cyclical 12,334.0 $3.0M 0.11% -7K -36.7% $241.16 -9.4%
93 AMD ADVANCED MICRO DEVICES INC Technology 13,886.0 $3.0M 0.11% -14K -49.5% $214.16 +96.6%
94 TMUS T-MOBILE US INC Communication Services 14,586.0 $3.0M 0.11% -8K -35.6% $203.04 -8.8%
95 VO VANGUARD INDEX FDS 10,167.0 $3.0M 0.11% -6K -35.8% $290.22 -73.6%
96 PGR PROGRESSIVE CORP Financial Services 12,729.0 $2.9M 0.11% -6K -33.0% $227.72 -12.3%
97 DIS DISNEY WALT CO Communication Services 25,477.0 $2.9M 0.11% -17K -40.5% $113.77 -9.7%
98 NEE NEXTERA ENERGY INC Utilities 35,850.0 $2.9M 0.11% -18K -33.8% $80.28 +16.3%
99 AMH AMERICAN HOMES 4 RENT Real Estate 89,404.0 $2.9M 0.10% -688.0 -0.8% $32.10 -0.7%
100 PLTR PALANTIR TECHNOLOGIES INC Technology 16,097.0 $2.9M 0.10% -24K -59.4% $177.75 -24.6%
Page 5 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%