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Portfolio (Quarterly) Guide ↗

GK Wealth Management LLC

· CIK 0002069222
13F Portfolio $190M AUM 234 positions Filed Jul 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 218 New 8 Added 8 Reduced 35 Exited
Page 2 of 2  ·  35 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 CSCO CISCO SYS INC Technology 7,129 $549K 0.48% SOLD
22 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 836 $501K 0.44% SOLD
23 CCJ CAMECO CORP Energy 4,250 $437K 0.38% SOLD
24 ESGD ISHARES TR 4,583 $424K 0.37% SOLD
25 MSFT MICROSOFT CORP Technology 1,129 $405K 0.35% SOLD
26 GE GE AEROSPACE Industrials 1,282 $350K 0.30% SOLD
27 ESGU ISHARES TR 2,388 $328K 0.28% SOLD
28 TSLA TESLA INC Consumer Cyclical 746 $265K 0.23% SOLD
29 GEV GE VERNOVA INC Utilities 300 $245K 0.21% SOLD
30 MA MASTERCARD INCORPORATED Financial Services 495 $245K 0.21% SOLD
31 VOTE TCW ETF TRUST 3,200 $237K 0.21% SOLD
32 ET ENERGY TRANSFER L P Energy 10,000 $196K 0.17% SOLD
33 GNT GAMCO NAT RES GOLD & INCOME Financial Services 16,200 $133K 0.12% SOLD
34 SJT SAN JUAN BASIN RTY TR Energy 20,500 $101K 0.09% SOLD
35 LOAN MANHATTAN BRDG CAP INC Real Estate 86,777 $87K 0.07% SOLD
Page 2 of 2  ·  35 positions
Sector Allocation
Technology 42.2%
Financial Services 19.5%
Communication Services 14.5%
Industrials 6.4%
Basic Materials 5.9%
Healthcare 5.3%
Consumer Cyclical 2.2%
Consumer Defensive 1.9%
Energy 1.4%
Utilities 0.4%