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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
Page 4 of 12  ·  234 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BILS SPDR SERIES TRUST 7,763.0 $772K 0.41% NEW $99.39 -0.1%
62 PLTR CALL PALANTIR TECHNOLOGIES INC Technology 6,679.0 $771K 0.41% NEW $115.51 +49.7%
63 BERKSHIRE HATHAWAY INC DEL 1,517.0 $759K 0.40% +601.0 +65.6% $500.39
64 CSMD PROFESIONALLY MANAGED PORTFO 19,965.0 $729K 0.38% NEW $36.49 -1.7%
65 ORCL ORACLE CORP Technology 4,801.0 $704K 0.37% NEW $146.58 -1.6%
66 INCY INCYTE CORP Healthcare 6,188.0 $701K 0.37% NEW $113.36 +9.5%
67 ZACKS TRUST 21,875.0 $695K 0.36% NEW $31.78
68 SHYG ISHARES TR 16,240.0 $689K 0.36% NEW $42.41 -0.6%
69 NFLX NETFLIX INC. Communication Services 9,511.0 $679K 0.36% -3K -24.8% $71.40 +9.6%
70 CDE COEUR MNG INC Basic Materials 40,622.0 $663K 0.35% NEW $16.32 +15.4%
71 MXL MAXLINEAR INC Technology 5,063.0 $648K 0.34% NEW $128.03 -40.6%
72 NEM NEWMONT CORP Basic Materials 6,899.0 $644K 0.34% NEW $93.40 +26.4%
73 SOXX ISHARES TR 999.0 $640K 0.34% NEW $640.50 -17.4%
74 OKTA OKTA INC Technology 4,686.0 $639K 0.34% NEW $136.45 +5.4%
75 NEBIUS GROUP N.V. 2,225.0 $614K 0.32% NEW $276.17
76 DAL DELTA AIR LINES INC Industrials 6,543.0 $613K 0.32% NEW $93.65 -7.1%
77 QQQ INVESCO QQQ TR Financial Services 827.0 $610K 0.32% +149.0 +22.0% $737.47 -2.7%
78 JPM JPMORGAN CHASE & CO Financial Services 1,755.0 $575K 0.30% +598.0 +51.7% $327.46 +10.4%
79 REMX VANECK ETF TRUST 6,474.0 $573K 0.30% NEW $88.50 -13.1%
80 SPSB SPDR SERIES TRUST 18,968.0 $569K 0.30% NEW $30.01 -0.3%
Page 4 of 12  ·  234 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 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%