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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 25 of 27  ·  526 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 FDX FEDEX CORP Industrials 872.0 $252K 0.01% -3K -74.2% $288.86 +27.7%
482 OSK OSHKOSH CORP Industrials 1,992.0 $250K 0.01% -467.0 -19.0% $125.63 -3.0%
483 PHM PULTE GROUP INC Consumer Cyclical 2,129.0 $250K 0.01% -8K -78.1% $117.29 -5.1%
484 CME CME GROUP INC Financial Services 910.0 $249K 0.01% -3K -78.5% $273.08 +10.1%
485 CHRW C H ROBINSON WORLDWIDE INC Industrials 1,529.0 $246K 0.01% -973.0 -38.9% $160.76 +2.2%
486 RACE FERRARI N V Consumer Cyclical 662.0 $245K 0.01% -156.0 -19.1% $369.56 -13.2%
487 GXO GXO LOGISTICS INCORPORATED Industrials 4,630.0 $244K 0.01% -2K -28.8% $52.64 -10.3%
488 MRVL MARVELL TECHNOLOGY INC Technology 2,859.0 $243K 0.01% -2K -46.0% $84.98 +109.9%
489 IUSG ISHARES TR 1,436.0 $241K 0.01% -2K -52.2% $167.94 +11.0%
490 MRSH MARSH & MCLENNAN COS INC Financial Services 1,281.0 $238K 0.01% -5K -79.2% $185.52 -12.6%
491 BYD BOYD GAMING CORP Consumer Cyclical 2,771.0 $236K 0.01% -8K -74.9% $85.24 -7.1%
492 KR KROGER CO Consumer Defensive 3,770.0 $236K 0.01% -10K -71.9% $62.48 +6.6%
493 URI UNITED RENTALS INC Industrials 291.0 $236K 0.01% -594.0 -67.1% $809.32 +18.6%
494 XLY SELECT SECTOR SPDR TR 1,962.0 $234K 0.01% +632.0 +47.5% $119.41 -2.4%
495 CMCSA COMCAST CORP NEW Communication Services 7,799.0 $233K 0.01% -52K -87.0% $29.89 -17.1%
496 MET METLIFE INC Financial Services 2,932.0 $231K 0.01% -6K -65.9% $78.94 +1.3%
497 GTLB GITLAB INC Technology 6,153.0 $231K 0.01% -13K -67.6% $37.53 -35.6%
498 VVR INVESCO SR INCOME TR Financial Services 69,684.0 $228K 0.01% NEW $3.27 -8.7%
499 CL COLGATE PALMOLIVE CO Consumer Defensive 2,860.0 $226K 0.01% -8K -72.7% $79.02 +13.0%
500 SHV ISHARES TR 2,044.0 $225K 0.01% $110.16 +0.1%
Page 25 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%