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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 7 of 27  ·  526 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 MELI MERCADOLIBRE INC Consumer Cyclical 1,500.0 $3.0M 0.11% -24.0 -1.6% $2014.26 -23.4%
122 DGRO ISHARES TR 43,196.0 $3.0M 0.11% -30K -41.1% $69.42 +5.5%
123 LOW LOWES COS INC Consumer Cyclical 12,334.0 $3.0M 0.11% -7K -36.7% $241.16 -9.6%
124 AMD ADVANCED MICRO DEVICES INC Technology 13,886.0 $3.0M 0.11% -14K -49.5% $214.16 +103.1%
125 TMUS T-MOBILE US INC Communication Services 14,586.0 $3.0M 0.11% -8K -35.6% $203.04 -7.8%
126 VO VANGUARD INDEX FDS 10,167.0 $3.0M 0.11% -6K -35.8% $290.22 -73.6%
127 BLACKROCK ETF TRUST II 60,287.0 $2.9M 0.11% +5K +9.1% $48.68
128 PGR PROGRESSIVE CORP Financial Services 12,729.0 $2.9M 0.11% -6K -33.0% $227.72 -12.4%
129 DIS DISNEY WALT CO Communication Services 25,477.0 $2.9M 0.11% -17K -40.5% $113.77 -9.7%
130 NEE NEXTERA ENERGY INC Utilities 35,850.0 $2.9M 0.11% -18K -33.8% $80.28 +11.4%
131 AMH AMERICAN HOMES 4 RENT Real Estate 89,404.0 $2.9M 0.10% -688.0 -0.8% $32.10 -3.1%
132 PLTR PALANTIR TECHNOLOGIES INC Technology 16,097.0 $2.9M 0.10% -24K -59.4% $177.75 -25.3%
133 VGT VANGUARD WORLD FD 3,689.0 $2.8M 0.10% +142.0 +4.0% $753.79 -84.9%
134 SPGI S&P GLOBAL INC Financial Services 5,316.0 $2.8M 0.10% -3K -34.7% $522.59 -22.2%
135 TT TRANE TECHNOLOGIES PLC Industrials 7,088.0 $2.8M 0.10% -3K -28.3% $389.20 +19.8%
136 VUSB VANGUARD BD INDEX FDS 55,151.0 $2.7M 0.10% +11K +25.6% $49.84 -0.2%
137 RUN SUNRUN INC Energy 149,140.0 $2.7M 0.10% $18.40 -27.1%
138 PG PROCTER AND GAMBLE CO Consumer Defensive 19,025.0 $2.7M 0.10% -26K -57.7% $143.31 -0.3%
139 VWO VANGUARD INTL EQUITY INDEX F 48,972.0 $2.6M 0.10% -17K -25.7% $53.76 +9.1%
140 IGV ISHARES TR 24,765.0 $2.6M 0.10% +2K +10.2% $105.69 -13.7%
Page 7 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%