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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 22 of 27  ·  526 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 DXCM DEXCOM INC Healthcare 5,522.0 $366K 0.01% -2K -31.2% $66.37 -3.6%
422 GRAL GRAIL INC Healthcare 4,258.0 $364K 0.01% -606.0 -12.5% $85.59 -29.4%
423 MMM 3M CO Industrials 2,246.0 $360K 0.01% -5K -68.9% $160.10 -5.3%
424 PCAR PACCAR INC Industrials 3,283.0 $360K 0.01% -6K -63.5% $109.51 +1.2%
425 CDNS CADENCE DESIGN SYSTEM INC Technology 1,148.0 $359K 0.01% -3K -75.0% $312.58 +10.0%
426 FLCB FRANKLIN TEMPLETON ETF TR 16,527.0 $357K 0.01% NEW $21.62 -2.0%
427 BLUE OWL TECHNOLOGY FIN CORP 24,533.0 $357K 0.01% NEW $14.54
428 TGT TARGET CORP Consumer Defensive 3,555.0 $348K 0.01% -4K -55.5% $97.76 +24.5%
429 ESGE ISHARES INC 7,854.0 $347K 0.01% -1K -13.7% $44.17 +17.2%
430 KLAC KLA CORP Technology 284.0 $345K 0.01% -2K -88.8% $1215.08 +44.6%
431 MDY SPDR S&P MIDCAP 400 ETF TR Financial Services 570.0 $344K 0.01% -400.0 -41.2% $603.28 +9.2%
432 SNN SMITH & NEPHEW PLC Healthcare 10,466.0 $343K 0.01% -63.0 -0.6% $32.81 -8.0%
433 VCLT VANGUARD SCOTTSDALE FDS 4,480.0 $340K 0.01% -508.0 -10.2% $75.85 -2.8%
434 IGLB ISHARES TR 6,725.0 $339K 0.01% +88.0 +1.3% $50.45 -2.8%
435 TMDX TRANSMEDICS GROUP INC Healthcare 2,771.0 $337K 0.01% -1K -27.0% $121.65 -44.6%
436 EA ELECTRONIC ARTS INC Communication Services 1,638.0 $335K 0.01% -4K -69.1% $204.33 -1.4%
437 EBAY EBAY INC. Consumer Cyclical 3,818.0 $333K 0.01% -7K -64.3% $87.10 +31.5%
438 IWO ISHARES TR 1,025.0 $331K 0.01% -338.0 -24.8% $323.01 +10.5%
439 AON AON PLC Financial Services 932.0 $329K 0.01% -2K -65.2% $352.88 -8.1%
440 AER AERCAP HOLDINGS NV Industrials 2,285.0 $328K 0.01% -1K -32.3% $143.76 -2.1%
Page 22 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%