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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 4 of 10  ·  196 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 COPX GLOBAL X FDS 9,059.0 $650K 0.43% NEW $71.79 +14.0%
62 JD JD.COM INC Consumer Cyclical 22,407.0 $643K 0.43% NEW $28.70 +10.5%
63 GRID FIRST TR EXCHANGE TRADED FD 4,181.0 $640K 0.42% NEW $153.03 +23.4%
64 QCOM QUALCOMM INC Technology 3,730.0 $638K 0.42% NEW $171.03 +16.6%
65 VUG VANGUARD INDEX FDS 1,292.0 $631K 0.42% NEW $488.10 -82.2%
66 LQD ISHARES TR 5,694.0 $627K 0.42% NEW $110.18 -2.2%
67 AGX ARGAN INC Industrials 1,972.0 $618K 0.41% NEW $313.22 +112.5%
68 INDA ISHARES TR 11,410.0 $617K 0.41% NEW $54.05 -11.7%
69 LUMN CALL LUMEN TECHNOLOGIES INC Communication Services 75,815.0 $570K 0.38% NEW $7.52 +32.1%
70 PSIX POWER SOLUTIONS INTL INC Industrials 9,739.0 $556K 0.37% NEW $57.14 -32.0%
71 ZACKS TRUST 18,150.0 $541K 0.36% NEW $29.80
72 CRM SALESFORCE INC Technology 1,942.0 $515K 0.34% NEW $264.97 -32.6%
73 TLT ISHARES TR 5,882.0 $513K 0.34% NEW $87.16 -4.1%
74 AVGO BROADCOM INC Technology 1,472.0 $510K 0.34% NEW $346.29 +21.2%
75 DIS DISNEY WALT CO Communication Services 4,413.0 $502K 0.33% NEW $113.75 -8.5%
76 WFC WELLS FARGO CO NEW Financial Services 5,339.0 $498K 0.33% NEW $93.19 -20.3%
77 UBER UBER TECHNOLOGIES INC Technology 6,089.0 $498K 0.33% NEW $81.71 -8.3%
78 JBBB JANUS DETROIT STR TR 10,430.0 $498K 0.33% NEW $47.70 -0.8%
79 COWG PACER FDS TR 14,008.0 $493K 0.33% NEW $35.21 +5.3%
80 CVX CHEVRON CORP NEW Energy 3,187.0 $486K 0.32% NEW $152.37 +27.8%
Page 4 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%