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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 5 of 12  ·  234 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 JD JD.COM INC Consumer Cyclical 22,118.0 $564K 0.30% NEW $25.48 +11.5%
82 LITE LUMENTUM HLDGS INC Technology 648.0 $556K 0.29% NEW $858.06 +2.4%
83 COWG PACER FDS TR 13,839.0 $556K 0.29% NEW $40.15 -1.2%
84 CVX CHEVRON CORPORATION Energy 3,297.0 $546K 0.29% -596.0 -15.3% $165.75 +23.2%
85 SCHX SCHWAB STRATEGIC TR 18,264.0 $538K 0.28% NEW $29.43 +2.9%
86 JSI JANUS DETROIT STR TR 10,391.0 $532K 0.28% NEW $51.21 -0.3%
87 LQD ISHARES TR 4,878.0 $532K 0.28% NEW $109.07 -3.1%
88 SEZL SEZZLE INC Financial Services 3,094.0 $531K 0.28% NEW $171.63 -30.6%
89 USAR USA RARE EARTH INC Basic Materials 24,601.0 $531K 0.28% NEW $21.58 -13.9%
90 XLV SELECT SECTOR SPDR TR 3,325.0 $527K 0.28% NEW $158.63 +7.2%
91 SPMO INVESCO EXCH TRADED FD TR II 3,264.0 $527K 0.28% NEW $161.54 -6.7%
92 VCLT VANGUARD SCOTTSDALE FDS 6,876.0 $517K 0.27% NEW $75.24 -5.3%
93 CNC CENTENE CORP DEL Healthcare 8,024.0 $515K 0.27% NEW $64.19 +1.6%
94 ISHARES TR 10,323.0 $512K 0.27% NEW $49.55
95 UBER CALL UBER TECHNOLOGIES INC Technology 8,036.0 $501K 0.26% NEW $62.37 +22.9%
96 APP APPLOVIN CORP Technology 969.0 $499K 0.26% NEW $515.23 -39.5%
97 DELL DELL TECHNOLOGIES INC Technology 1,148.0 $495K 0.26% NEW $431.34 +7.9%
98 JBBB JANUS DETROIT STR TR 10,423.0 $494K 0.26% NEW $47.36 +0.1%
99 SNDK SANDISK CORP Technology 215.0 $489K 0.26% NEW $2273.73 -27.6%
100 EWZ ISHARES INC 14,147.0 $488K 0.26% NEW $34.50 -1.9%
Page 5 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%