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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 11  ·  218 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CLS CELESTICA INC Technology 4,196.0 $1.5M 0.80% NEW $364.80 -13.7%
22 AMD ADVANCED MICRO DEVICES INC Technology 2,447.0 $1.4M 0.75% NEW $580.91 -17.5%
23 COWZ PACER FDS TR 22,848.0 $1.4M 0.75% NEW $62.20 +13.8%
24 RDDT REDDIT INC Communication Services 7,519.0 $1.3M 0.69% NEW $173.58 -5.0%
25 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 23,957.0 $1.2M 0.64% NEW $51.05 +10.5%
26 VB VANGUARD INDEX FDS 4,031.0 $1.2M 0.64% NEW $303.09 +0.6%
27 MTBA SIMPLIFY EXCHANGE TRADED FUN 24,648.0 $1.2M 0.64% NEW $49.07 -0.8%
28 SCHZ SCHWAB STRATEGIC TR 51,837.0 $1.2M 0.63% NEW $23.13 -1.6%
29 SMH VANECK ETF TRUST 1,791.0 $1.2M 0.62% NEW $656.30 -13.5%
30 VCIT VANGUARD SCOTTSDALE FDS 14,163.0 $1.2M 0.61% NEW $82.65 -1.9%
31 QGRW WISDOMTREE TR 17,075.0 $1.1M 0.59% NEW $66.03 +1.8%
32 VOO VANGUARD INDEX FDS 1,616.0 $1.1M 0.58% NEW $687.08 +2.8%
33 QUAL ISHARES TR 4,975.0 $1.1M 0.57% NEW $219.39 +2.2%
34 URA GLOBAL X FDS 24,893.0 $1.1M 0.57% NEW $43.70 +0.1%
35 B CALL BARRICK MNG CORP Basic Materials 31,307.0 $1.1M 0.56% NEW $34.28 +22.5%
36 PVAL PUTNAM ETF TRUST 20,720.0 $1.1M 0.55% NEW $50.95 +6.6%
37 JGRO J P MORGAN EXCHANGE TRADED F 10,644.0 $1.0M 0.55% NEW $98.59 -3.4%
38 VTI VANGUARD INDEX FDS 2,766.0 $1.0M 0.54% NEW $370.00 +2.7%
39 GRID FIRST TR EXCHANGE-TRADED FD 5,263.0 $1.0M 0.53% NEW $191.74 -3.9%
40 TTMI TTM TECHNOLOGIES INC Technology 5,354.0 $1.0M 0.53% NEW $187.02 -33.7%
Page 2 of 11  ·  218 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 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%