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CIK: 0002011169
Total reported value
$1.7B
$1.7B
526 檔
16.9%
According to the latest 13F quarterly dataset, GC Wealth Management RIA, LLC managed an equity portfolio of $1.7B at the end of Q2 2025, spanning 526 distinct U.S. exchange-listed positions.
During Q2 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 526 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | META | Meta Platforms Inc-class A | Stock-Comm Services | 5.73% | -6.88% | +871.81% | |
| 2 | CRM | Salesforce Inc | Stock-Tech | 5.04% | -1.41% | +5.84% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.82% | +0.46% | +129.84% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 4.49% | +0.70% | +348.23% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.84% | +0.34% | +106.17% | |
| 6 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.11% | -2.88% | +115.71% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.52% | +0.73% | +208.22% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.35% | -2.14% | +230.11% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.49% | +0.27% | +7.28% | |
| 10 | V | Visa Inc-class A Shares | Stock-Financials | 1.16% | +0.31% | +315.65% | |
| 11 | AVGO | Broadcom Inc | Stock-Tech | 1.15% | +0.62% | +783.87% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.13% | +0.11% | +51.91% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.85% | -0.32% | +272.29% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.85% | +0.17% | +16.42% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.79% | +0.55% | +9.60% | |
| 16 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.76% | +0.51% | +277.97% | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.75% | +1.04% | +51.62% | |
| 18 | VUG | Vanguard Growth ETF | ETF-Other | 0.75% | +0.18% | -2.08% | |
| 19 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.72% | +0.20% | +0.08% | |
| 20 | ORCL | Oracle CORP | Stock-Tech | 0.72% | +0.05% | +441.74% | |
| 21 | GRW | Tcw Durable Growth ETF | ETF-Other | 0.71% | — | -2.01% | |
| 22 | MA | Mastercard Inc - A | Stock-Financials | 0.69% | +0.08% | +97.90% | |
| 23 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.67% | +0.17% | -5.14% | |
| 24 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.66% | +0.09% | +212.74% | |
| 25 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.66% | +0.12% | +83.33% | |
| 26 | RDDT | Reddit Inc-cl A | Stock-Comm Services | 0.65% | -0.07% | — | |
| 27 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.64% | +0.11% | +0.01% | |
| 28 | NOW | Servicenow Inc | Stock-Tech | 0.62% | +0.17% | +552.18% | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.61% | +1.91% | +160.42% | |
| 30 | PSA | Public Storage | Stock-Real Estate | 0.60% | — | +2.00% | |
| 31 | WMT | Walmart Inc | Stock-Consumer Staples | 0.56% | -0.10% | +63.15% | |
| 32 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.56% | +0.11% | +76.81% | |
| 33 | SNPS | Synopsys Inc | Stock-Tech | 0.55% | -0.20% | — | |
| 34 | TXN | Texas Instruments Inc | Stock-Tech | 0.54% | +0.22% | +164.02% | |
| 35 | NFLX | Netflix Inc | Stock-Comm Services | 0.53% | -0.09% | +859.29% | |
| 36 | ANET | Arista Networks Inc | Stock-Tech | 0.51% | -0.16% | +76.20% | |
| 37 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.50% | +0.01% | -16.59% | |
| 38 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.48% | +0.11% | +502.94% | |
| 39 | HD | Home Depot Inc | Stock-Consumer Disc | 0.46% | +0.07% | +522.26% | |
| 40 | ABBV | Abbvie Inc | Stock-Healthcare | 0.45% | +0.18% | +292.16% | |
| 41 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.45% | +0.16% | +85.86% | |
| 42 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.44% | -1.28% | +284.67% | |
| 43 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.43% | +0.01% | -20.45% | |
| 44 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.42% | +0.15% | +201.45% | |
| 45 | CB | Chubb Limited | Stock-Financials | 0.41% | +0.08% | +52.22% | |
| 46 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.40% | +0.05% | +349.47% | |
| 47 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.40% | +0.01% | +109.82% | |
| 48 | OPPE | Wisdomtree European Opport | ETF-Other | 0.39% | -0.05% | — | |
| 49 | XOM | Exxon Mobil CORP | Stock-Energy | 0.39% | +0.01% | +528.47% | |
| 50 | CSCO | Cisco Systems Inc | Stock-Tech | 0.37% | +0.03% | +68.15% |
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 526 disclosed positions in Q2 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 META, CRM, MSFT) accounted for 16.9% of total reported equity market value during Q2 2025.
During Q2 2025, GC Wealth Management RIA, LLC's top holdings by market value included META (5.7%)、CRM (5.0%)、MSFT (4.8%). The largest single position, META, represented 5.7% of total portfolio value.
In Q2 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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