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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 4 of 11  ·  218 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MXL MAXLINEAR INC Technology 5,063.0 $648K 0.34% NEW $128.03 -43.3%
62 NEM NEWMONT CORP Basic Materials 6,899.0 $644K 0.34% NEW $93.40 +24.2%
63 SOXX ISHARES TR 999.0 $640K 0.34% NEW $640.50 -17.0%
64 OKTA OKTA INC Technology 4,686.0 $639K 0.34% NEW $136.45 +5.5%
65 NEBIUS GROUP N.V. 2,225.0 $614K 0.32% NEW $276.17
66 DAL DELTA AIR LINES INC Industrials 6,543.0 $613K 0.32% NEW $93.65 -8.5%
67 REMX VANECK ETF TRUST 6,474.0 $573K 0.30% NEW $88.50 -13.5%
68 SPSB SPDR SERIES TRUST 18,968.0 $569K 0.30% NEW $30.01 -0.2%
69 JD JD.COM INC Consumer Cyclical 22,118.0 $564K 0.30% NEW $25.48 +13.1%
70 LITE LUMENTUM HLDGS INC Technology 648.0 $556K 0.29% NEW $858.06 +1.8%
71 COWG PACER FDS TR 13,839.0 $556K 0.29% NEW $40.15 -1.3%
72 SCHX SCHWAB STRATEGIC TR 18,264.0 $538K 0.28% NEW $29.43 +2.9%
73 JSI JANUS DETROIT STR TR 10,391.0 $532K 0.28% NEW $51.21 -0.2%
74 LQD ISHARES TR 4,878.0 $532K 0.28% NEW $109.07 -3.0%
75 SEZL SEZZLE INC Financial Services 3,094.0 $531K 0.28% NEW $171.63 -31.7%
76 USAR USA RARE EARTH INC Basic Materials 24,601.0 $531K 0.28% NEW $21.58 -14.2%
77 XLV SELECT SECTOR SPDR TR 3,325.0 $527K 0.28% NEW $158.63 +7.0%
78 SPMO INVESCO EXCH TRADED FD TR II 3,264.0 $527K 0.28% NEW $161.54 -6.6%
79 VCLT VANGUARD SCOTTSDALE FDS 6,876.0 $517K 0.27% NEW $75.24 -5.0%
80 CNC CENTENE CORP DEL Healthcare 8,024.0 $515K 0.27% NEW $64.19 +1.6%
Page 4 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%