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Portfolio (Quarterly) Guide ↗

GK Wealth Management LLC

· CIK 0002069222
13F Portfolio $115M AUM 51 positions Filed Apr 7, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 36 New 5 Added 10 Reduced 181 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IVV ISHARES TR 24,491.0 $15.5M 13.53% +23K +1915.7% $634.92 +16.8%
2 AAPL APPLE INC Technology 27,160.0 $6.7M 5.83% +19K +220.1% $246.63 +20.8%
3 NFLX NETFLIX INC. Communication Services 12,644.0 $1.2M 1.02% +4K +45.5% $92.97 -6.0%
4 CVX CHEVRON CORPORATION Energy 3,893.0 $820K 0.71% +706.0 +22.1% $210.72 -10.1%
5 JNJ JOHNSON & JOHNSON Healthcare 2,415.0 $586K 0.51% +1K +78.9% $242.45 -6.8%

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 44.5%
Energy 16.3%
Financial Services 11.7%
Consumer Cyclical 11.6%
Communication Services 10.0%
Healthcare 2.8%
Industrials 1.7%
Utilities 1.2%
Real Estate 0.4%