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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 23 of 27  ·  526 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 VCSH VANGUARD SCOTTSDALE FDS 4,108.0 $328K 0.01% +34.0 +0.8% $79.73 -1.1%
442 CI THE CIGNA GROUP Healthcare 1,186.0 $326K 0.01% -3K -69.2% $275.22 +3.6%
443 STZ CONSTELLATION BRANDS INC Consumer Defensive 2,289.0 $316K 0.01% +708.0 +44.8% $137.96 +5.6%
444 DSI ISHARES TR 2,408.0 $310K 0.01% NEW $128.83 +9.4%
445 J JACOBS SOLUTIONS INC Industrials 2,323.0 $308K 0.01% -1K -30.7% $132.46 -16.0%
446 XLV SELECT SECTOR SPDR TR 1,985.0 $307K 0.01% +248.0 +14.3% $154.80 -6.7%
447 IEMG ISHARES INC 4,533.0 $305K 0.01% -66K -93.5% $67.22 +19.1%
448 RPM RPM INTL INC Basic Materials 2,901.0 $302K 0.01% -883.0 -23.3% $104.00 -7.4%
449 AES AES CORP Utilities 20,867.0 $299K 0.01% -580.0 -2.7% $14.34 +1.2%
450 OKLO OKLO INC Utilities 4,164.0 $299K 0.01% +40.0 +1.0% $71.76 -17.1%
451 OWL BLUE OWL CAPITAL INC Financial Services 19,814.0 $296K 0.01% -317.0 -1.6% $14.94 -36.6%
452 IJT ISHARES TR 2,097.0 $296K 0.01% -2K -48.8% $141.16 +12.4%
453 LQDH ISHARES U S ETF TR 3,160.0 $295K 0.01% +118.0 +3.9% $93.35 +0.1%
454 U UNITY SOFTWARE INC Technology 6,661.0 $294K 0.01% -809.0 -10.8% $44.17 -38.4%
455 OPEN OPENDOOR TECHNOLOGIES INC Real Estate 50,361.0 $294K 0.01% -3K -5.7% $5.83 -25.8%
456 FIS FIDELITY NATL INFORMATION SV Technology 4,417.0 $294K 0.01% -3K -36.6% $66.46 -36.7%
457 FLR FLUOR CORP NEW Industrials 7,330.0 $290K 0.01% +2K +46.6% $39.63 +10.1%
458 WDAY WORKDAY INC Technology 1,352.0 $290K 0.01% -3K -66.0% $214.78 -41.4%
459 REGN REGENERON PHARMACEUTICALS Healthcare 376.0 $290K 0.01% -717.0 -65.6% $771.87 -20.7%
460 AZO AUTOZONE INC Consumer Cyclical 84.0 $285K 0.01% -171.0 -67.1% $3391.50 -2.6%
Page 23 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%