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Portfolio (Quarterly) Guide ↗

GK Wealth Management LLC

· CIK 0002069222
13F Portfolio $151M AUM 196 positions Filed Jan 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 196 New
Page 3 of 10  ·  196 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 V VISA INC Financial Services 2,617.0 $918K 0.61% NEW $350.78 -7.2%
42 SPYM SPDR SERIES TRUST 11,405.0 $915K 0.61% NEW $80.22 +8.6%
43 VCLT VANGUARD SCOTTSDALE FDS 12,000.0 $910K 0.60% NEW $75.85 -2.6%
44 DAL DELTA AIR LINES INC DEL Industrials 12,973.0 $900K 0.60% NEW $69.40 +3.3%
45 ORCL ORACLE CORP Technology 4,566.0 $890K 0.59% NEW $194.91 -3.5%
46 GDX VANECK ETF TRUST 10,042.0 $861K 0.57% NEW $85.76 +3.3%
47 BILS SPDR SERIES TRUST 8,671.0 $860K 0.57% NEW $99.22 +0.1%
48 CSMD PROFESIONALLY MANAGED PORTFO 26,762.0 $846K 0.56% NEW $31.62 +3.4%
49 URA GLOBAL X FDS 19,717.0 $843K 0.56% NEW $42.73 +15.7%
50 VISN COMMSCOPE HLDG CO INC Technology 46,356.0 $840K 0.56% NEW $18.13 -37.8%
51 IVV ISHARES TR 1,215.0 $832K 0.55% NEW $685.00 +8.3%
52 NFLX NETFLIX INC Communication Services 8,691.0 $815K 0.54% NEW $93.76 -6.8%
53 GVIP GOLDMAN SACHS ETF TR 5,122.0 $793K 0.53% NEW $154.91 +10.6%
54 BERKSHIRE HATHAWAY INC DEL 1,549.0 $779K 0.52% NEW $502.65
55 BITW BITWISE 10 CRYPTO INDEX ETF Financial Services 12,952.0 $761K 0.51% NEW $58.76 -16.2%
56 B BARRICK MNG CORP Basic Materials 16,246.0 $708K 0.47% NEW $43.55 -4.4%
57 SKYW SKYWEST INC Industrials 6,818.0 $685K 0.45% NEW $100.41 -17.7%
58 SMH VANECK ETF TRUST 1,870.0 $674K 0.45% NEW $360.26 +55.7%
59 SHYG ISHARES TR 15,494.0 $664K 0.44% NEW $42.87 -1.4%
60 XLV SELECT SECTOR SPDR TR 4,241.0 $656K 0.43% NEW $154.79 -6.7%
Page 3 of 10  ·  196 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 30.1%
Financial Services 18.9%
Communication Services 16.6%
Consumer Cyclical 11.0%
Industrials 8.5%
Healthcare 5.3%
Basic Materials 5.1%
Consumer Defensive 1.7%
Energy 1.3%
Utilities 0.7%