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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 9 of 19  ·  363 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 APOS APOLLO GLOBAL MGMT INC Financial Services 7,092.0 $1.0M 0.04% -4K -37.8% $144.76 -82.1%
162 LMT LOCKHEED MARTIN CORP Industrials 2,096.0 $1.0M 0.04% -2K -46.0% $483.67 +6.7%
163 SPYD SPDR SERIES TRUST 23,304.0 $1.0M 0.04% -234.0 -1.0% $43.25 +8.3%
164 GEV GE VERNOVA INC Utilities 1,487.0 $972K 0.04% -3K -66.0% $653.57 +60.5%
165 BK BANK NEW YORK MELLON CORP Financial Services 8,328.0 $967K 0.04% -2K -18.6% $116.09 +17.7%
166 SCHG SCHWAB STRATEGIC TR 28,455.0 $928K 0.03% -2K -7.2% $32.62 +4.8%
167 FAST FASTENAL CO Industrials 22,608.0 $907K 0.03% -23K -50.4% $40.13 +7.8%
168 SBUX STARBUCKS CORP Consumer Cyclical 10,613.0 $894K 0.03% -10K -47.8% $84.21 +26.8%
169 ECL ECOLAB INC Basic Materials 3,373.0 $885K 0.03% -4K -50.9% $262.52 -5.7%
170 TRV TRAVELERS COMPANIES INC Financial Services 3,021.0 $876K 0.03% -2K -40.8% $290.06 +3.3%
171 SO SOUTHERN CO Utilities 10,004.0 $872K 0.03% -18K -64.2% $87.20 +6.1%
172 IWD ISHARES TR 4,036.0 $849K 0.03% -100.0 -2.4% $210.34 +10.6%
173 PM PHILIP MORRIS INTL INC Consumer Defensive 5,292.0 $849K 0.03% -18K -77.0% $160.40 +18.2%
174 GM GENERAL MTRS CO Consumer Cyclical 10,425.0 $848K 0.03% -10K -49.7% $81.32 -7.9%
175 S SENTINELONE INC Technology 56,352.0 $845K 0.03% -601.0 -1.1% $15.00 +12.4%
176 CVS CVS HEALTH CORP Healthcare 10,507.0 $834K 0.03% -17K -62.0% $79.36 +20.8%
177 IAU ISHARES GOLD TR Financial Services 10,176.0 $826K 0.03% -550.0 -5.1% $81.17 +5.7%
178 SLQD ISHARES TR 16,156.0 $819K 0.03% -1K -6.4% $50.70 -0.9%
179 EMR EMERSON ELEC CO Industrials 6,065.0 $805K 0.03% -8K -58.2% $132.72 +0.2%
180 PGNY PROGYNY INC Healthcare 31,165.0 $800K 0.03% -17K -35.2% $25.68 -9.5%
Page 9 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%