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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 7 of 10  ·  196 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 APP APPLOVIN CORP Technology 475.0 $320K 0.21% NEW $673.82 -27.3%
122 VO VANGUARD INDEX FDS 1,093.0 $317K 0.21% NEW $290.27 -73.7%
123 ADSK AUTODESK INC Technology 1,071.0 $317K 0.21% NEW $296.01 -18.6%
124 FCX FREEPORT-MCMORAN INC Basic Materials 6,172.0 $313K 0.21% NEW $50.79 +20.3%
125 KGC KINROSS GOLD CORP Basic Materials 11,120.0 $313K 0.21% NEW $28.16 +1.7%
126 SSRM SSR MINING IN Basic Materials 13,464.0 $295K 0.20% NEW $21.93 +42.4%
127 HYG ISHARES TR 3,626.0 $292K 0.19% NEW $80.65 -1.4%
128 PCG PG&E CORP Utilities 17,662.0 $284K 0.19% NEW $16.07 +0.7%
129 XLI SELECT SECTOR SPDR TR 1,828.0 $284K 0.19% NEW $155.16 +9.6%
130 BMY BRISTOL-MYERS SQUIBB CO Healthcare 5,234.0 $282K 0.19% NEW $53.94 +6.6%
131 SIL GLOBAL X FDS 3,347.0 $280K 0.18% NEW $83.52 +8.6%
132 JNJ JOHNSON & JOHNSON Healthcare 1,350.0 $280K 0.18% NEW $207.04 +10.0%
133 SPTL SPDR SERIES TRUST 10,398.0 $275K 0.18% NEW $26.47 -3.9%
134 NEM NEWMONT CORP Basic Materials 2,754.0 $275K 0.18% NEW $99.85 +9.9%
135 UCON FIRST TR EXCHNG TRADED FD VI 10,867.0 $274K 0.18% NEW $25.17 -1.5%
136 SPYV SPDR SERIES TRUST 4,783.0 $272K 0.18% NEW $56.80 +5.6%
137 INCY INCYTE CORP Healthcare 2,687.0 $265K 0.18% NEW $98.77 -3.9%
138 EPAM EPAM SYS INC Technology 1,295.0 $265K 0.18% NEW $204.88 -52.5%
139 LLY ELI LILLY & CO Healthcare 246.0 $264K 0.17% NEW $1074.55 -7.9%
140 SPDW SPDR INDEX SHS FDS 5,869.0 $261K 0.17% NEW $44.41 +11.1%
Page 7 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%