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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AAPL APPLE INC Technology 8,730.0 $2.5M 1.33% -18K -67.9% $289.42 +5.6%
2 IVV ISHARES TR 1,479.0 $1.1M 0.58% -23K -94.0% $748.98 +3.7%
3 VEA VANGUARD TAX-MANAGED FDS 12,220.0 $871K 0.46% -129K -91.3% $71.25 +3.4%
4 NFLX NETFLIX INC. Communication Services 9,511.0 $679K 0.36% -3K -24.8% $71.40 +6.5%
5 CVX CHEVRON CORPORATION Energy 3,297.0 $546K 0.29% -596.0 -15.3% $165.75 +22.3%
6 VWO VANGUARD INTL EQUITY INDEX F 5,857.0 $350K 0.18% -69K -92.2% $59.69 +1.2%
7 JNJ JOHNSON & JOHNSON Healthcare 1,185.0 $301K 0.16% -1K -50.9% $254.10 +3.3%
8 ANET ARISTA NETWORKS INC Technology 1,278.0 $217K 0.11% -3K -67.9% $169.88 +18.8%

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%