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Portfolio (Quarterly) Guide ↗

GK Wealth Management LLC

· CIK 0002069222
13F Portfolio $115M AUM 51 positions Filed Apr 7, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 36 New 5 Added 10 Reduced 181 Exited
Page 2 of 3  ·  51 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VGK VANGUARD INTL EQUITY INDEX F 12,196.0 $974K 0.85% NEW $79.87 +9.1%
22 CVX CHEVRON CORPORATION Energy 3,893.0 $820K 0.71% +706.0 +22.1% $210.72 -9.3%
23 VTWO VANGUARD SCOTTSDALE FDS 8,396.0 $812K 0.71% NEW $96.77 +15.2%
24 SBR SABINE RTY TR Energy 10,466.0 $798K 0.69% NEW $76.21 +1.9%
25 IWN ISHARES TR 3,951.0 $730K 0.64% NEW $184.80 +11.5%
26 MELI MERCADOLIBRE INC Consumer Cyclical 417.0 $675K 0.59% NEW $1619.20 -4.5%
27 NKX NUVEEN CALIF AMT FREE MUNI I Financial Services 54,096.0 $635K 0.55% NEW $11.73 +5.1%
28 JNJ JOHNSON & JOHNSON Healthcare 2,415.0 $586K 0.51% +1K +78.9% $242.45 -6.5%
29 CSCO CISCO SYS INC Technology 7,129.0 $549K 0.48% NEW $77.04 +53.4%
30 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 836.0 $501K 0.44% NEW $599.03 +9.9%
31 ANET ARISTA NETWORKS INC Technology 3,981.0 $462K 0.40% NEW $116.13 +22.0%
32 CCJ CAMECO CORP Energy 4,250.0 $437K 0.38% NEW $102.84 +2.2%
33 BERKSHIRE HATHAWAY INC DEL 916.0 $435K 0.38% -633.0 -40.9% $474.66
34 ESGD ISHARES TR 4,583.0 $424K 0.37% NEW $92.57 +9.6%
35 MSFT MICROSOFT CORP Technology 1,129.0 $405K 0.35% -5K -82.5% $359.09 +17.5%
36 QQQ INVESCO QQQ TR Financial Services 678.0 $378K 0.33% -72.0 -9.6% $557.88 +26.5%
37 GOOGL ALPHABET INC Communication Services 1,321.0 $361K 0.31% -11K -89.3% $273.50 +45.1%
38 GE GE AEROSPACE Industrials 1,282.0 $350K 0.30% NEW $273.24 +3.0%
39 JPM JPMORGAN CHASE & CO Financial Services 1,157.0 $328K 0.29% -296.0 -20.4% $283.68 +5.0%
40 ESGU ISHARES TR 2,388.0 $328K 0.28% NEW $137.39 +17.0%
Page 2 of 3  ·  51 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 44.5%
Energy 16.3%
Financial Services 11.7%
Consumer Cyclical 11.6%
Communication Services 10.0%
Healthcare 2.8%
Industrials 1.7%
Utilities 1.2%
Real Estate 0.4%