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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 2 of 10  ·  196 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IBIT CALL ISHARES BITCOIN TRUST ETF Financial Services 31,843.0 $1.6M 1.05% NEW $49.53 -12.1%
22 COWZ PACER FDS TR 26,080.0 $1.6M 1.04% NEW $60.17 +5.7%
23 SPEM SPDR INDEX SHS FDS 33,254.0 $1.6M 1.03% NEW $46.81 +8.8%
24 SPY SPDR S&P 500 ETF TR Financial Services 2,015.0 $1.4M 0.91% NEW $681.79 +8.3%
25 SCHF SCHWAB STRATEGIC TR 54,786.0 $1.3M 0.87% NEW $24.04 +11.8%
26 CLS CELESTICA INC Technology 4,266.0 $1.3M 0.84% NEW $295.61 +15.9%
27 SCHZ SCHWAB STRATEGIC TR 52,372.0 $1.2M 0.81% NEW $23.37 -2.0%
28 VCIT VANGUARD SCOTTSDALE FDS 13,695.0 $1.1M 0.76% NEW $83.75 -2.2%
29 VB VANGUARD INDEX FDS 4,285.0 $1.1M 0.73% NEW $257.96 +9.1%
30 SGOV ISHARES TR 10,949.0 $1.1M 0.73% NEW $100.38 +0.2%
31 MU MICRON TECHNOLOGY INC Technology 3,846.0 $1.1M 0.73% NEW $285.41 +153.9%
32 QUAL ISHARES TR 5,269.0 $1.0M 0.69% NEW $198.61 +6.2%
33 QGRW WISDOMTREE TR 17,716.0 $1.0M 0.69% NEW $58.67 +10.3%
34 PVAL PUTNAM ETF TRUST 22,240.0 $1.0M 0.67% NEW $45.57 +9.2%
35 JGRO J P MORGAN EXCHANGE TRADED F 10,904.0 $1.0M 0.67% NEW $92.80 +4.1%
36 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 7,019.0 $1.0M 0.67% NEW $143.89 +19.7%
37 VOO VANGUARD INDEX FDS 1,571.0 $986K 0.65% NEW $627.38 +8.2%
38 AGGH SIMPLIFY EXCHANGE TRADED FUN 47,551.0 $984K 0.65% NEW $20.70 -2.7%
39 MTBA SIMPLIFY EXCHANGE TRADED FUN 18,992.0 $957K 0.64% NEW $50.41 -2.9%
40 BA BOEING CO Industrials 4,336.0 $941K 0.62% NEW $217.12 +1.6%
Page 2 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%