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Portfolio (Quarterly) Guide ↗

GC Wealth Management RIA, LLC

· CIK 0002011169
13F Portfolio $3.0B AUM Filed Nov 13, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 848 New
Page 25 of 43  ·  848 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 ALSN ALLISON TRANSMISSION HLDGS I Consumer Cyclical 7,588.0 $644K 0.02% NEW $84.88 +31.1%
482 WSO WATSCO INC Industrials 1,589.0 $642K 0.02% NEW $404.30 -5.0%
483 D DOMINION ENERGY INC Utilities 10,472.0 $641K 0.02% NEW $61.17 +9.9%
484 AXON AXON ENTERPRISE INC Industrials 892.0 $640K 0.02% NEW $717.64 -45.5%
485 HUM HUMANA INC Healthcare 2,451.0 $638K 0.02% NEW $260.17 +16.9%
486 GNRC GENERAC HLDGS INC Industrials 3,799.0 $636K 0.02% NEW $167.40 +48.6%
487 NVS NOVARTIS AG Healthcare 4,955.0 $635K 0.02% NEW $128.24 +16.6%
488 KIM KIMCO RLTY CORP Real Estate 28,787.0 $629K 0.02% NEW $21.85 +6.9%
489 MOOG INC 3,010.0 $625K 0.02% NEW $207.67
490 ES EVERSOURCE ENERGY Utilities 8,784.0 $625K 0.02% NEW $71.14 -4.4%
491 EPR EPR PPTYS Real Estate 10,759.0 $624K 0.02% NEW $58.01 -0.0%
492 RGA REINSURANCE GRP OF AMERICA I Financial Services 3,232.0 $621K 0.02% NEW $192.13 +9.9%
493 EPAM EPAM SYS INC Technology 4,079.0 $615K 0.02% NEW $150.79 -33.0%
494 REGN REGENERON PHARMACEUTICALS Healthcare 1,093.0 $615K 0.02% NEW $562.27 +10.2%
495 OKTA OKTA INC Technology 6,682.0 $613K 0.02% NEW $91.70 -4.3%
496 SNA SNAP ON INC Industrials 1,761.0 $610K 0.02% NEW $346.53 +3.4%
497 TTEK TETRA TECH INC NEW Industrials 18,210.0 $608K 0.02% NEW $33.38 -17.7%
498 NRG NRG ENERGY INC Utilities 3,720.0 $602K 0.02% NEW $161.95 -23.6%
499 ALAB ASTERA LABS INC Technology 3,073.0 $602K 0.02% NEW $195.80 +14.4%
500 EGP EASTGROUP PPTYS INC Real Estate 3,540.0 $599K 0.02% NEW $169.26 +18.4%
Page 25 of 43  ·  848 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 34.4%
Communication Services 23.4%
Financial Services 11.4%
Consumer Cyclical 10.1%
Healthcare 6.2%
Industrials 5.0%
Real Estate 2.9%
Consumer Defensive 2.9%
Energy 1.5%
Utilities 1.1%