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CIK: 0002011169
Total reported value
$1.7B
$1.7B
305 檔
7.6%
At the close of Q1 2025, GC Wealth Management RIA, LLC disclosed equity holdings valued at approximately $1.7B, spread across 305 reported holdings.
During Q1 2025, GC Wealth Management RIA, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 305 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CRM | Salesforce Inc | Stock-Tech | 10.52% | -1.41% | +0.25% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.52% | +0.34% | +1.63% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.56% | +0.46% | -4.20% | |
| 4 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.85% | -2.88% | -1.31% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.82% | +0.27% | +0.96% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.59% | +0.73% | -4.38% | |
| 7 | GRW | Tcw Durable Growth ETF | ETF-Other | 1.55% | — | -21.71% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 1.54% | +0.70% | -13.43% | |
| 9 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.50% | +0.17% | -3.81% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.48% | +0.17% | +3.21% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.47% | +0.55% | -1.51% | |
| 12 | VUG | Vanguard Growth ETF | ETF-Other | 1.45% | +0.18% | +10.31% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.42% | +0.11% | +2.72% | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.40% | -2.14% | -0.91% | |
| 15 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.36% | +0.20% | — | |
| 16 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.35% | +0.11% | +0.04% | |
| 17 | PSA | Public Storage | Stock-Real Estate | 1.35% | — | +0.96% | |
| 18 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.29% | +0.01% | -1.14% | |
| 19 | VTIP | Vanguard Short-term Tips | ETF-Other | 1.20% | +0.01% | -1.97% | |
| 20 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.03% | -6.88% | +9.67% | |
| 21 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.01% | +0.04% | -3.16% | |
| 22 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.96% | +0.07% | -0.05% | |
| 23 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.94% | +1.04% | -0.21% | |
| 24 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.91% | +0.16% | -0.92% | |
| 25 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.88% | +0.12% | — | |
| 26 | SPGP | Invesco S&p 500 Garp ETF | ETF-Large Cap & Growth | 0.84% | +0.04% | +0.47% | |
| 27 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.78% | — | -0.97% | |
| 28 | MA | Mastercard Inc - A | Stock-Financials | 0.77% | +0.08% | -2.43% | |
| 29 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.76% | +0.06% | +2.62% | |
| 30 | RELY | Remitly Global Inc | Stock-Other | 0.74% | — | — | |
| 31 | WELL | Welltower Inc | Stock-Real Estate | 0.70% | — | +8.00% | |
| 32 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.70% | +0.11% | +4.90% | |
| 33 | WMT | Walmart Inc | Stock-Consumer Staples | 0.69% | -0.10% | +0.51% | |
| 34 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.67% | -0.03% | -2.85% | |
| 35 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.66% | -0.01% | +6.20% | |
| 36 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.65% | +0.09% | -2.76% | |
| 37 | CB | Chubb Limited | Stock-Financials | 0.63% | +0.08% | +6.68% | |
| 38 | V | Visa Inc-class A Shares | Stock-Financials | 0.62% | +0.31% | -11.40% | |
| 39 | AMH | American Homes 4 Rent- A | Stock-Real Estate | 0.60% | -0.09% | EXIT | |
| 40 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.58% | +0.07% | -6.46% | |
| 41 | CVX | Chevron CORP | Stock-Energy | 0.56% | +0.01% | +0.93% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.56% | -0.32% | +1.97% | |
| 43 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 0.54% | — | -0.79% | |
| 44 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.53% | +0.06% | — | |
| 45 | ANET | Arista Networks Inc | Stock-Tech | 0.49% | -0.16% | +715.23% | |
| 46 | HIMU | Ishares High Yild Muni A ETF | ETF-Other | 0.49% | +0.06% | — | |
| 47 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.48% | +0.51% | -2.19% | |
| 48 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.48% | +0.01% | +7.13% | |
| 49 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.48% | +1.91% | +0.22% | |
| 50 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.48% | +0.08% | +4.43% |
According to official SEC Form 13F filings, GC Wealth Management RIA, LLC reported a total U.S. public equity portfolio value of $1.7B across 305 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including CRM, AAPL, MSFT) accounted for 7.6% of total reported equity market value during Q1 2025.
During Q1 2025, GC Wealth Management RIA, LLC's top holdings by market value included CRM (10.5%)、AAPL (4.5%)、MSFT (3.6%). The largest single position, CRM, represented 10.5% of total portfolio value.
In Q1 2025, GC Wealth Management RIA, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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