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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 9 of 10  ·  196 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 FLDR FIDELITY MERRIMACK STR TR 4,429.0 $222K 0.15% NEW $50.23 -0.3%
162 WMB WILLIAMS COS INC Energy 3,679.0 $221K 0.15% NEW $60.12 +29.3%
163 TECHNIPFMC PLC 4,946.0 $220K 0.15% NEW $44.56
164 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 799.0 $220K 0.15% NEW $275.39 +188.9%
165 CW CURTISS WRIGHT CORP Industrials 399.0 $220K 0.15% NEW $550.76 +29.4%
166 PARR PAR PAC HOLDINGS INC Energy 6,182.0 $217K 0.14% NEW $35.14 +65.9%
167 STZ CONSTELLATION BRANDS INC Consumer Defensive 1,570.0 $217K 0.14% NEW $137.94 +3.2%
168 LUV SOUTHWEST AIRLS CO Industrials 5,229.0 $216K 0.14% NEW $41.33 -6.9%
169 CAT CATERPILLAR INC Industrials 375.0 $215K 0.14% NEW $573.61 +50.6%
170 PAVE GLOBAL X FDS 4,480.0 $214K 0.14% NEW $47.80 +14.5%
171 ISRG INTUITIVE SURGICAL INC Healthcare 376.0 $213K 0.14% NEW $566.36 -25.6%
172 WLDN WILLDAN GROUP INC Industrials 2,036.0 $211K 0.14% NEW $103.66 -11.1%
173 HD HOME DEPOT INC Consumer Cyclical 612.0 $210K 0.14% NEW $343.74 -13.4%
174 BLBD BLUE BIRD CORP Consumer Cyclical 4,442.0 $209K 0.14% NEW $47.00 +54.8%
175 ETHA ISHARES ETHEREUM TR Financial Services 9,284.0 $208K 0.14% NEW $22.43 -28.7%
176 PAYC PAYCOM SOFTWARE INC Technology 1,303.0 $208K 0.14% NEW $159.32 -14.5%
177 VYM VANGUARD WHITEHALL FDS 1,439.0 $207K 0.14% NEW $143.51 +9.1%
178 TIP ISHARES TR 1,867.0 $205K 0.14% NEW $109.91 +0.5%
179 UAL UNITED AIRLS HLDGS INC Industrials 1,823.0 $204K 0.14% NEW $111.82 -17.0%
180 CI THE CIGNA GROUP Healthcare 738.0 $203K 0.14% NEW $275.48 +4.1%
Page 9 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%