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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
Page 2 of 2  ·  36 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 NKX NUVEEN CALIF AMT FREE MUNI I Financial Services 54,096.0 $635K 0.55% NEW $11.73 +5.1%
22 CSCO CISCO SYS INC Technology 7,129.0 $549K 0.48% NEW $77.04 +53.4%
23 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 836.0 $501K 0.44% NEW $599.03 +9.9%
24 ANET ARISTA NETWORKS INC Technology 3,981.0 $462K 0.40% NEW $116.13 +22.0%
25 CCJ CAMECO CORP Energy 4,250.0 $437K 0.38% NEW $102.84 +2.2%
26 ESGD ISHARES TR 4,583.0 $424K 0.37% NEW $92.57 +9.6%
27 GE GE AEROSPACE Industrials 1,282.0 $350K 0.30% NEW $273.24 +3.0%
28 ESGU ISHARES TR 2,388.0 $328K 0.28% NEW $137.39 +17.0%
29 TSLA TESLA INC Consumer Cyclical 746.0 $265K 0.23% NEW $355.28 +18.8%
30 GEV GE VERNOVA INC Utilities 300.0 $245K 0.21% NEW $817.69 +28.3%
31 MA MASTERCARD INCORPORATED Financial Services 495.0 $245K 0.21% NEW $494.00 +0.0%
32 VOTE TCW ETF TRUST 3,200.0 $237K 0.21% NEW $74.18 +16.9%
33 ET ENERGY TRANSFER L P Energy 10,000.0 $196K 0.17% NEW $19.59 +2.9%
34 GNT GAMCO NAT RES GOLD & INCOME Financial Services 16,200.0 $133K 0.12% NEW $8.18 -3.3%
35 SJT SAN JUAN BASIN RTY TR Energy 20,500.0 $101K 0.09% NEW $4.94 -13.4%
36 LOAN MANHATTAN BRDG CAP INC Real Estate 86,777.0 $87K 0.07% NEW $1.00 +320.0%
Page 2 of 2  ·  36 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 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%