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CIK: 0002011169
Total reported value
$1.7B
$1.7B
526 檔
59.5%
At the close of Q4 2025, GC Wealth Management RIA, LLC disclosed equity holdings valued at approximately $1.7B, spread across 526 reported holdings.
In Q4 2025, GC Wealth Management RIA, LLC adopted a defensive or profit-taking posture, trimming 36 positions and completely liquidating 6 holdings to manage risk exposure.
Showing top 200 holdings (of 526 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TEM | Tempus Ai Inc-cl A | Stock-Healthcare | 14.66% | -4.32% | — | |
| 2 | META | Meta Platforms Inc-class A | Stock-Comm Services | 7.92% | -6.88% | -19.05% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.79% | -2.14% | -9.03% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 5.23% | +0.70% | -20.27% | |
| 5 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 4.31% | -2.88% | -17.26% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 3.47% | +0.34% | -24.84% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 3.00% | +0.46% | -30.58% | |
| 8 | CRM | Salesforce Inc | Stock-Tech | 2.71% | -1.41% | -4.69% | |
| 9 | TEAM | Atlassian Corp-cl A | Stock-Tech | 2.07% | -0.94% | EXIT | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.01% | +0.73% | -34.77% | |
| 11 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.77% | -1.28% | +147.90% | |
| 12 | IOT | Samsara Inc-cl A | Stock-Tech | 1.42% | +0.42% | +7.00% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.28% | +0.55% | +222.77% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.13% | +0.27% | +26.55% | |
| 15 | AVGO | Broadcom Inc | Stock-Tech | 1.07% | +0.62% | -30.99% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.91% | +1.91% | +46.09% | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.91% | +1.04% | +5.21% | |
| 18 | GLD | Spdr Gold Shares | ETF-Commodities | 0.89% | +0.14% | +1.08% | |
| 19 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.78% | +0.51% | -25.30% | |
| 20 | V | Visa Inc-class A Shares | Stock-Financials | 0.76% | +0.31% | -28.62% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.74% | -0.32% | -33.50% | |
| 22 | DASH | Doordash Inc - A | Stock-Consumer Disc | 0.68% | +0.19% | -7.74% | |
| 23 | CRCL | Circle Internet Group Inc | Stock-Financials | 0.67% | -0.21% | — | |
| 24 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 0.64% | +0.11% | -79.03% | |
| 25 | NOW | Servicenow Inc | Stock-Tech | 0.60% | +0.17% | +362.26% | |
| 26 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.59% | +0.11% | -33.90% | |
| 27 | RGEF | Rockefeller Global Eqty ETF | ETF-Other | 0.46% | -0.51% | EXIT | |
| 28 | ANET | Arista Networks Inc | Stock-Tech | 0.44% | -0.16% | -5.62% | |
| 29 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.43% | +0.11% | -12.50% | |
| 30 | VUG | Vanguard Growth ETF | ETF-Other | 0.42% | +0.18% | -4.60% | |
| 31 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.41% | +0.17% | -5.36% | |
| 32 | UPST | Upstart Holdings Inc | Stock-Financials | 0.40% | -0.37% | EXIT | |
| 33 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.38% | +0.09% | -30.56% | |
| 34 | PH | Parker Hannifin CORP | Stock-Industrials | 0.37% | +0.21% | -14.64% | |
| 35 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.36% | +0.05% | -12.51% | |
| 36 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.36% | +0.24% | — | |
| 37 | ABBV | Abbvie Inc | Stock-Healthcare | 0.36% | +0.18% | -29.72% | |
| 38 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.36% | +0.15% | +9.40% | |
| 39 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.35% | +0.20% | -3.02% | |
| 40 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.35% | +0.04% | -17.24% | |
| 41 | MA | Mastercard Inc - A | Stock-Financials | 0.34% | +0.08% | -35.81% | |
| 42 | HOOD | Robinhood Markets Inc - A | Stock-Financials | 0.34% | +0.08% | -1.19% | |
| 43 | RDDT | Reddit Inc-cl A | Stock-Comm Services | 0.33% | -0.07% | -1.76% | |
| 44 | WMT | Walmart Inc | Stock-Consumer Staples | 0.32% | -0.10% | -34.76% | |
| 45 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.32% | +0.17% | -26.47% | |
| 46 | NFLX | Netflix Inc | Stock-Comm Services | 0.32% | -0.09% | +568.17% | |
| 47 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.30% | +0.11% | -0.75% | |
| 48 | PWR | Quanta Services Inc | Stock-Industrials | 0.30% | +0.36% | +1.77% | |
| 49 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.28% | +0.12% | -33.33% | |
| 50 | CB | Chubb Limited | Stock-Financials | 0.27% | +0.08% | -13.66% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +1.4% | -9.03% | Trim |
| 2 | TSLA | Tesla Inc | +1.1% | +147.90% | Add |
| 3 | VOO | Vanguard S&p 500 ETF | +0.9% | +222.77% | Add |
| 4 | GOOG | Alphabet Inc-cl C | +0.7% | -17.26% | Trim |
| 5 | CRM | Salesforce Inc | +0.4% | -4.69% | Trim |
| 6 | IVV | Ishares Core S&p 500 ETF | +0.4% | +46.09% | Add |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.4% | +26.55% | Add |
| 8 | UNH | Unitedhealth Group Inc | -0.1% | -29.62% | Trim |
| 9 | NOW | Servicenow Inc | -0.1% | +362.26% | Add |
| 10 | BRK-A | Berkshire Hathaway Inc-cl A | -0.1% | -33.33% | Trim |
| 11 | WMT | Walmart Inc | -0.1% | -34.76% | Trim |
| 12 | PEP | Pepsico Inc | -0.1% | -38.75% | Trim |
| 13 | ABBV | Abbvie Inc | -0.1% | -29.72% | Trim |
| 14 | DASH | Doordash Inc - A | -0.1% | -7.74% | Trim |
| 15 | TXN | Texas Instruments Inc | -0.1% | -37.56% | Trim |
| 16 | LIN | Linde plc | -0.1% | -40.90% | Trim |
| 17 | CVX | Chevron CORP | -0.1% | -39.44% | Trim |
| 18 | ADBE | Adobe Inc | -0.1% | -65.75% | Trim |
| 19 | XOM | Exxon Mobil CORP | -0.1% | -48.41% | Trim |
| 20 | ABT | Abbott Laboratories | -0.1% | -45.15% | Trim |
| 21 | DUOL | Duolingo | -0.1% | -11.49% | Trim |
| 22 | MA | Mastercard Inc - A | -0.1% | -35.81% | Trim |
| 23 | JNJ | Johnson & Johnson | -0.1% | -53.83% | Trim |
| 24 | PLTR | Palantir Technologies Inc-a | -0.1% | -59.44% | Trim |
| 25 | PG | Procter & Gamble Co/the | -0.1% | -57.69% | Trim |
| 26 | COST | Costco Wholesale CORP | -0.1% | -30.56% | Trim |
| 27 | BMY | Bristol-myers Squibb Co | -0.1% | -92.71% | Trim |
| 28 | IEMG | Ishares Core Msci Emerging | -0.1% | -93.54% | Trim |
| 29 | SCHF | Schwab Intl Equity ETF | -0.1% | -74.79% | Trim |
| 30 | V | Visa Inc-class A Shares | -0.2% | -28.62% | Trim |
| 31 | HD | Home Depot Inc | -0.2% | -40.80% | Trim |
| 32 | JPM | Jpmorgan Chase & Co | -0.2% | -33.90% | Trim |
| 33 | NFLX | Netflix Inc | -0.2% | +568.17% | Add |
| 34 | AVGO | Broadcom Inc | -0.3% | -30.99% | Trim |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | -0.3% | -33.50% | Trim |
| 36 | ORCL | Oracle CORP | -0.4% | -47.54% | Trim |
| 37 | AAPL | Apple Inc | -0.4% | -24.84% | Trim |
| 38 | AMZN | Amazon.com Inc | -0.6% | -34.77% | Trim |
| 39 | NVDA | Nvidia CORP | -0.7% | -20.27% | Trim |
| 40 | MSFT | Microsoft CORP | -1.1% | -30.58% | Trim |
| 41 | ABNB | Airbnb Inc-class A | -1.8% | -79.03% | Trim |
| 42 | META | Meta Platforms Inc-class A | -1.8% | -19.05% | Trim |
| 43 | TEM | Tempus Ai Inc-cl A | — | NEW | New buy |
| 44 | PSA | Public Storage | — | EXIT | Sold out |
| 45 | CRCL | Circle Internet Group Inc | — | NEW | New buy |
| 46 | PLD | Prologis Inc | — | EXIT | Sold out |
| 47 | WELL | Welltower Inc | — | EXIT | Sold out |
| 48 | WRBY | Warby Parker Inc-class A | — | EXIT | Sold out |
| 49 | EQIX | Equinix Inc | — | EXIT | Sold out |
| 50 | RELY | Remitly Global Inc | — | EXIT | Sold out |
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 Q4 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 TEM, META, GOOGL) accounted for 59.5% of total reported equity market value during Q4 2025.
Top New Position Initiated
TEM
市值: $399.3M
Top Position Liquidated / Trimmed
PSA
前期市值: $21.1M
During Q4 2025, GC Wealth Management RIA, LLC's top holdings by market value included TEM (14.7%)、META (7.9%)、GOOGL (5.8%). The largest single position, TEM, represented 14.7% of total portfolio value.
In Q4 2025, GC Wealth Management RIA, LLC made 50 total portfolio adjustments, initiating 2 new buys, adding to 6 positions, trimming 36 holdings, and fully liquidating 6 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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