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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 5 of 10  ·  196 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 OKTA OKTA INC Technology 5,447.0 $471K 0.31% NEW $86.47 -4.3%
82 JPM JPMORGAN CHASE & CO. Financial Services 1,453.0 $468K 0.31% NEW $322.34 -7.6%
83 QQQ INVESCO QQQ TR Financial Services 750.0 $461K 0.31% NEW $615.18 +14.7%
84 SCHX SCHWAB STRATEGIC TR 16,801.0 $452K 0.30% NEW $26.91 +7.9%
85 SHOP SHOPIFY INC Technology 2,793.0 $450K 0.30% NEW $160.97 -37.7%
86 GLD SPDR GOLD TR Financial Services 1,125.0 $446K 0.30% NEW $396.31 +5.3%
87 ARQT ARCUTIS BIOTHERAPEUTICS INC Healthcare 14,984.0 $435K 0.29% NEW $29.04 -31.0%
88 ARDX ARDELYX INC Healthcare 74,568.0 $435K 0.29% NEW $5.83 +4.8%
89 NEW GOLD INC CDA 49,510.0 $431K 0.29% NEW $8.71
90 GFI GOLD FIELDS LTD Basic Materials 9,858.0 $430K 0.28% NEW $43.66 -7.8%
91 CCL CARNIVAL CORP Consumer Cyclical 13,959.0 $426K 0.28% NEW $30.54 -18.4%
92 VZ VERIZON COMMUNICATIONS INC Communication Services 10,466.0 $426K 0.28% NEW $40.73 +13.8%
93 STRL STERLING INFRASTRUCTURE INC Industrials 1,367.0 $419K 0.28% NEW $306.23 +177.2%
94 GOVT ISHARES TR 18,178.0 $419K 0.28% NEW $23.03 -2.0%
95 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 10,256.0 $397K 0.26% NEW $38.73 -12.3%
96 SPSB SPDR SERIES TRUST 13,045.0 $394K 0.26% NEW $30.20 -0.8%
97 SPYG SPDR SERIES TRUST 3,636.0 $388K 0.26% NEW $106.69 +10.2%
98 ISHARES TR 8,307.0 $378K 0.25% NEW $45.45
99 XLU SELECT SECTOR SPDR TR 8,664.0 $370K 0.24% NEW $42.69 +2.9%
100 TTMI TTM TECHNOLOGIES INC Technology 5,359.0 $370K 0.24% NEW $69.00 +142.5%
Page 5 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%