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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 41 of 43  ·  848 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 HE HAWAIIAN ELEC INDUSTRIES Utilities 19,609.0 $216K 0.01% NEW $11.04 +21.3%
802 FLEX FLEX LTD Technology 3,705.0 $215K 0.01% NEW $57.97 +137.1%
803 LPLA LPL FINL HLDGS INC Financial Services 643.0 $214K 0.01% NEW $332.69 -9.5%
804 STZ CONSTELLATION BRANDS INC Consumer Defensive 1,581.0 $213K 0.01% NEW $134.67 +8.1%
805 BITB BITWISE BITCOIN ETF TR Financial Services 3,406.0 $212K 0.01% NEW $62.23 -32.9%
806 MOS MOSAIC CO NEW Basic Materials 6,100.0 $212K 0.01% NEW $34.68 -39.1%
807 FLR FLUOR CORP NEW Industrials 5,000.0 $210K 0.01% NEW $42.07 +3.7%
808 ALB ALBEMARLE CORP Basic Materials 2,584.0 $210K 0.01% NEW $81.08 +121.6%
809 OMC OMNICOM GROUP INC Communication Services 2,557.0 $208K 0.01% NEW $81.53 -12.9%
810 EVRG EVERGY INC Utilities 2,734.0 $208K 0.01% NEW $76.02 +7.4%
811 CSL CARLISLE COS INC Industrials 631.0 $208K 0.01% NEW $328.96 +5.8%
812 KRG KITE RLTY GROUP TR Real Estate 9,308.0 $208K 0.01% NEW $22.30 +17.4%
813 VIOG VANGUARD ADMIRAL FDS INC 1,704.0 $207K 0.01% NEW $121.76 +12.4%
814 CLH CLEAN HARBORS INC Industrials 892.0 $207K 0.01% NEW $232.22 +31.6%
815 COLB COLUMBIA BKG SYS INC Financial Services 8,033.0 $207K 0.01% NEW $25.74 +12.9%
816 WCN WASTE CONNECTIONS INC Industrials 1,173.0 $206K 0.01% NEW $175.80 -10.8%
817 WEX WEX INC Technology 1,307.0 $206K 0.01% NEW $157.53 -10.6%
818 TOST TOAST INC Technology 5,603.0 $205K 0.01% NEW $36.51 -37.6%
819 LECO LINCOLN ELEC HLDGS INC Industrials 865.0 $204K 0.01% NEW $235.83 +10.8%
820 FAF FIRST AMERN FINL CORP Financial Services 3,165.0 $203K 0.01% NEW $64.24 +5.0%
Page 41 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%