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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 7 of 19  ·  363 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 TEL TE CONNECTIVITY PLC Technology 9,519.0 $2.2M 0.08% -10K -51.4% $227.51 -9.8%
122 HON HONEYWELL INTL INC Industrials 10,879.0 $2.1M 0.08% -5K -33.0% $195.09 +9.3%
123 ULTA ULTA BEAUTY INC Consumer Cyclical 3,303.0 $2.0M 0.07% -2K -37.2% $605.01 -18.3%
124 USMV ISHARES TR 20,118.0 $1.9M 0.07% -400.0 -1.9% $94.16 +2.0%
125 ROP ROPER TECHNOLOGIES INC Industrials 4,162.0 $1.9M 0.07% -1K -25.5% $445.10 -27.9%
126 SCHD SCHWAB STRATEGIC TR 67,251.0 $1.8M 0.07% -4K -5.3% $27.43 +16.8%
127 RBLX ROBLOX CORP Technology 22,577.0 $1.8M 0.07% -3K -10.2% $81.03 -47.1%
128 VB VANGUARD INDEX FDS 7,050.0 $1.8M 0.07% -5K -39.1% $257.94 +9.1%
129 CAT CATERPILLAR INC Industrials 3,174.0 $1.8M 0.07% -3K -46.3% $572.87 +50.8%
130 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 23,707.0 $1.8M 0.07% -157.0 -0.7% $76.23 -9.7%
131 VNQ VANGUARD INDEX FDS 19,848.0 $1.8M 0.07% -4K -15.4% $88.49 +7.4%
132 ADBE ADOBE INC Technology 4,992.0 $1.7M 0.06% -10K -65.8% $349.99 -27.0%
133 VTIP VANGUARD MALVERN FDS 34,898.0 $1.7M 0.06% -18K -33.8% $49.46 +1.8%
134 IJJ ISHARES TR 12,998.0 $1.7M 0.06% -1K -8.2% $131.59 +5.3%
135 MINT PIMCO ETF TR 16,880.0 $1.7M 0.06% -349.0 -2.0% $100.34 +0.2%
136 DHI D R HORTON INC Consumer Cyclical 11,367.0 $1.6M 0.06% -3K -23.5% $144.03 -6.0%
137 MDLZ MONDELEZ INTL INC Consumer Defensive 29,756.0 $1.6M 0.06% -34K -53.3% $53.83 +12.3%
138 FTV FORTIVE CORP Technology 28,561.0 $1.6M 0.06% -1K -3.7% $55.21 +6.4%
139 SCHF SCHWAB STRATEGIC TR 61,597.0 $1.5M 0.05% -183K -74.8% $24.04 +11.8%
140 DDOG DATADOG INC Technology 10,580.0 $1.4M 0.05% -6K -34.5% $135.99 +52.9%
Page 7 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%