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CIK: 0002011169
Total reported value
$1.7B
$1.7B
848 檔
49.2%
In Q3 2025, GC Wealth Management RIA, LLC's U.S. equity holdings reached a combined market value of $1.7B, distributed across 848 disclosed stock positions.
In Q3 2025, GC Wealth Management RIA, LLC displayed an active expansion posture, initiating 13 new positions and adding to 36 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 848 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | META | Meta Platforms Inc-class A | Stock-Comm Services | 9.75% | -6.88% | +324.68% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 5.88% | +0.70% | +175.40% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.43% | -2.14% | +239.66% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 4.14% | +0.46% | +104.80% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.88% | +0.34% | +102.30% | |
| 6 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.62% | -2.88% | +110.88% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.63% | +0.73% | +159.25% | |
| 8 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 2.45% | +0.11% | +3703.45% | |
| 9 | CRM | Salesforce Inc | Stock-Tech | 2.28% | -1.41% | +29.24% | |
| 10 | TEAM | Atlassian Corp-cl A | Stock-Tech | 1.88% | -0.94% | EXIT | |
| 11 | AVGO | Broadcom Inc | Stock-Tech | 1.33% | +0.62% | +138.88% | |
| 12 | IOT | Samsara Inc-cl A | Stock-Tech | 1.25% | +0.42% | +7334.62% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.00% | -0.32% | +181.36% | |
| 14 | V | Visa Inc-class A Shares | Stock-Financials | 0.93% | +0.31% | +106.39% | |
| 15 | DASH | Doordash Inc - A | Stock-Consumer Disc | 0.79% | +0.19% | +419.67% | |
| 16 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.79% | +0.11% | +58.28% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.78% | +0.27% | +20.92% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.75% | +1.04% | +129.73% | |
| 19 | GLD | Spdr Gold Shares | ETF-Commodities | 0.71% | +0.14% | +391.73% | |
| 20 | PSA | Public Storage | Stock-Real Estate | 0.69% | — | +191.86% | |
| 21 | NOW | Servicenow Inc | Stock-Tech | 0.69% | +0.17% | +212.64% | |
| 22 | ORCL | Oracle CORP | Stock-Tech | 0.66% | +0.05% | +77.87% | |
| 23 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.66% | +0.51% | +119.28% | |
| 24 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.63% | -1.28% | +157.18% | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.55% | +1.91% | +106.31% | |
| 26 | NFLX | Netflix Inc | Stock-Comm Services | 0.55% | -0.09% | +184.84% | |
| 27 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.52% | +0.09% | +109.33% | |
| 28 | MA | Mastercard Inc - A | Stock-Financials | 0.47% | +0.08% | +66.94% | |
| 29 | ABBV | Abbvie Inc | Stock-Healthcare | 0.46% | +0.18% | +102.63% | |
| 30 | ANET | Arista Networks Inc | Stock-Tech | 0.46% | -0.16% | +56.86% | |
| 31 | HD | Home Depot Inc | Stock-Consumer Disc | 0.43% | +0.07% | +112.26% | |
| 32 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.42% | +0.11% | +59.77% | |
| 33 | WMT | Walmart Inc | Stock-Consumer Staples | 0.41% | -0.10% | +72.58% | |
| 34 | VUG | Vanguard Growth ETF | ETF-Other | 0.39% | +0.18% | +18.91% | |
| 35 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.39% | +0.17% | +35.67% | |
| 36 | HOOD | Robinhood Markets Inc - A | Stock-Financials | 0.38% | +0.08% | +111.90% | |
| 37 | UPST | Upstart Holdings Inc | Stock-Financials | 0.38% | -0.37% | EXIT | |
| 38 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.38% | +0.17% | +3.69% | |
| 39 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.37% | +0.12% | +36.36% | |
| 40 | RGEF | Rockefeller Global Eqty ETF | ETF-Other | 0.35% | -0.51% | EXIT | |
| 41 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.35% | +0.55% | +1.11% | |
| 42 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.34% | +0.16% | +69.92% | |
| 43 | PH | Parker Hannifin CORP | Stock-Industrials | 0.33% | +0.21% | +124.47% | |
| 44 | TXN | Texas Instruments Inc | Stock-Tech | 0.33% | +0.22% | +69.92% | |
| 45 | XOM | Exxon Mobil CORP | Stock-Energy | 0.32% | +0.01% | +96.95% | |
| 46 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.32% | +0.20% | -0.41% | |
| 47 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.32% | +0.24% | — | |
| 48 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.32% | +0.04% | +100.31% | |
| 49 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.31% | +0.11% | +70.83% | |
| 50 | CVX | Chevron CORP | Stock-Energy | 0.31% | +0.01% | +126.01% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | META | Meta Platforms Inc-class A | +8.7% | +324.68% | Add |
| 2 | NVDA | Nvidia CORP | +4.3% | +175.40% | Add |
| 3 | GOOGL | Alphabet Inc-cl A | +3% | +239.66% | Add |
| 4 | AVGO | Broadcom Inc | +1.2% | +138.88% | Add |
| 5 | AMZN | Amazon.com Inc | +1% | +159.25% | Add |
| 6 | GOOG | Alphabet Inc-cl C | +0.8% | +110.88% | Add |
| 7 | MSFT | Microsoft CORP | +0.6% | +104.80% | Add |
| 8 | NOW | Servicenow Inc | +0.5% | +212.64% | Add |
| 9 | ORCL | Oracle CORP | +0.5% | +77.87% | Add |
| 10 | NFLX | Netflix Inc | +0.5% | +184.84% | Add |
| 11 | GLD | Spdr Gold Shares | +0.5% | +391.73% | Add |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | +0.4% | +181.36% | Add |
| 13 | TSLA | Tesla Inc | +0.4% | +157.18% | Add |
| 14 | V | Visa Inc-class A Shares | +0.3% | +106.39% | Add |
| 15 | HD | Home Depot Inc | +0.3% | +112.26% | Add |
| 16 | PH | Parker Hannifin CORP | +0.2% | +124.47% | Add |
| 17 | UBER | Uber Technologies Inc | +0.2% | +155.16% | Add |
| 18 | LLY | Eli Lilly & Co | +0.2% | +119.28% | Add |
| 19 | PANW | Palo Alto Networks Inc | +0.2% | +152.66% | Add |
| 20 | ABBV | Abbvie Inc | +0.2% | +102.63% | Add |
| 21 | XOM | Exxon Mobil CORP | +0.2% | +96.95% | Add |
| 22 | BKNG | Booking Holdings Inc | +0.2% | +70.83% | Add |
| 23 | ABT | Abbott Laboratories | +0.1% | +144.31% | Add |
| 24 | ISRG | Intuitive Surgical Inc | +0.1% | +123.64% | Add |
| 25 | IVV | Ishares Core S&p 500 ETF | +0.1% | +106.31% | Add |
| 26 | COST | Costco Wholesale CORP | +0.1% | +109.33% | Add |
| 27 | ANET | Arista Networks Inc | 0% | +56.86% | Add |
| 28 | QQQ | Invesco Qqq Trust Series 1 | -0.2% | +129.73% | Add |
| 29 | TJX | Tjx Companies Inc | -0.3% | +59.77% | Add |
| 30 | WMT | Walmart Inc | -0.3% | +72.58% | Add |
| 31 | MA | Mastercard Inc - A | -0.3% | +66.94% | Add |
| 32 | JPM | Jpmorgan Chase & Co | -0.6% | +58.28% | Add |
| 33 | AAPL | Apple Inc | -0.6% | +102.30% | Add |
| 34 | PSA | Public Storage | -0.7% | +191.86% | Add |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | -2% | +20.92% | Add |
| 36 | CRM | Salesforce Inc | -8.2% | +29.24% | Add |
| 37 | ABNB | Airbnb Inc-class A | — | NEW | New buy |
| 38 | TEAM | Atlassian Corp-cl A | — | NEW | New buy |
| 39 | IOT | Samsara Inc-cl A | — | NEW | New buy |
| 40 | DASH | Doordash Inc - A | — | NEW | New buy |
| 41 | HOOD | Robinhood Markets Inc - A | — | NEW | New buy |
| 42 | UPST | Upstart Holdings Inc | — | NEW | New buy |
| 43 | RGEF | Rockefeller Global Eqty ETF | — | NEW | New buy |
| 44 | IWB | Ishares Russell 1000 ETF | — | NEW | New buy |
| 45 | RDDT | Reddit Inc-cl A | — | NEW | New buy |
| 46 | GRW | Tcw Durable Growth ETF | — | EXIT | Sold out |
| 47 | ICE | Intercontinental Exchange In | — | NEW | New buy |
| 48 | MS | Morgan Stanley | — | NEW | New buy |
| 49 | DUOL | Duolingo | — | NEW | New buy |
| 50 | CRWD | Crowdstrike Holdings Inc - A | — | NEW | New buy |
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 848 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including META, NVDA, GOOGL) accounted for 49.2% of total reported equity market value during Q3 2025.
Top New Position Initiated
ABNB
市值: $74.4M
Top Position Liquidated / Trimmed
GRW
前期市值: $8.4M
During Q3 2025, GC Wealth Management RIA, LLC's top holdings by market value included META (9.8%)、NVDA (5.9%)、GOOGL (4.4%). The largest single position, META, represented 9.8% of total portfolio value.
In Q3 2025, GC Wealth Management RIA, LLC made 50 total portfolio adjustments, initiating 13 new buys, adding to 36 positions, trimming 0 holdings, and fully liquidating 1 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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