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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 21 of 27  ·  526 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 AFRM AFFIRM HLDGS INC Technology 5,416.0 $403K 0.01% -9K -63.0% $74.43 -13.5%
402 COP CONOCOPHILLIPS Energy 4,292.0 $402K 0.01% -13K -74.9% $93.62 +30.8%
403 DUK DUKE ENERGY CORP NEW Utilities 3,400.0 $399K 0.01% -11K -75.6% $117.21 +3.2%
404 RSG REPUBLIC SVCS INC Industrials 1,854.0 $393K 0.01% -3K -58.2% $211.93 -1.7%
405 DELL DELL TECHNOLOGIES INC Technology 3,093.0 $389K 0.01% -13K -80.4% $125.88 +92.3%
406 MSA MSA SAFETY INC Industrials 2,430.0 $389K 0.01% -579.0 -19.2% $160.14 +6.9%
407 CZR CAESARS ENTERTAINMENT INC NE Consumer Cyclical 16,559.0 $387K 0.01% -161.0 -1.0% $23.39 +18.9%
408 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 1,104.0 $387K 0.01% -2K -62.8% $350.55 +12.0%
409 TFC TRUIST FINL CORP Financial Services 7,853.0 $386K 0.01% -18K -69.0% $49.21 -4.6%
410 SPYV SPDR SERIES TRUST 6,753.0 $384K 0.01% $56.81 +6.1%
411 SHG SHINHAN FINANCIAL GROUP CO L Financial Services 7,149.0 $383K 0.01% +2K +37.9% $53.63 +19.6%
412 BND VANGUARD BD INDEX FDS 5,141.0 $381K 0.01% $74.07 -1.9%
413 ALLE ALLEGION PLC Industrials 2,358.0 $375K 0.01% -453.0 -16.1% $159.22 -21.1%
414 AOS SMITH A O CORP Industrials 5,599.0 $374K 0.01% -4K -44.0% $66.88 -15.2%
415 PYPL PAYPAL HLDGS INC Financial Services 6,403.0 $374K 0.01% -10K -61.2% $58.38 -23.9%
416 NPK NATIONAL PRESTO INDS INC Industrials 3,483.0 $372K 0.01% +983.0 +39.3% $106.76 +29.2%
417 MMYT MAKEMYTRIP LIMITED MAURITIUS Consumer Cyclical 4,523.0 $371K 0.01% +784.0 +21.0% $82.12 -47.3%
418 IWP ISHARES TR 2,710.0 $371K 0.01% +820.0 +43.4% $136.94 -0.7%
419 FLGV FRANKLIN TEMPLETON ETF TR 18,066.0 $371K 0.01% NEW $20.52 -2.1%
420 GLW CORNING INC Technology 4,205.0 $368K 0.01% -14K -76.5% $87.56 +119.1%
Page 21 of 27  ·  526 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%