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CIK: 0002011169
Total reported value
$1.7B
$1.7B
506 檔
51.4%
During the Q1 2026 filing period, GC Wealth Management RIA, LLC (CIK: 0002011169) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.7B across 506 reported positions.
GC Wealth Management RIA, LLC executed strategic sector rebalancing during Q1 2026, establishing 21 new positions while fully exiting 30 holdings and trimming 68 positions.
Showing top 200 holdings (of 506 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TEM | Tempus Ai Inc-cl A | Stock-Healthcare | 12.37% | -4.32% | -2.22% | |
| 2 | META | Meta Platforms Inc-class A | Stock-Comm Services | 8.50% | -6.88% | +9.89% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 6.10% | -2.14% | +1.63% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 5.52% | +0.70% | +0.11% | |
| 5 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 4.39% | -2.88% | -1.17% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 3.73% | +0.34% | +2.17% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.69% | +0.46% | +4.07% | |
| 8 | CRM | Salesforce Inc | Stock-Tech | 2.18% | -1.41% | +1.15% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.14% | +0.73% | +4.35% | |
| 10 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.70% | -1.28% | +3.19% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.59% | +1.91% | +62.04% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.38% | +0.27% | +13.83% | |
| 13 | PRCH | Porch Group Inc | Stock-Other | 1.21% | -1.21% | EXIT | |
| 14 | AVGO | Broadcom Inc | Stock-Tech | 1.16% | +0.62% | +7.03% | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.15% | +1.04% | +19.29% | |
| 16 | IOT | Samsara Inc-cl A | Stock-Tech | 1.05% | +0.42% | -26.80% | |
| 17 | TEAM | Atlassian Corp-cl A | Stock-Tech | 0.94% | -0.94% | EXIT | |
| 18 | GLD | Spdr Gold Shares | ETF-Commodities | 0.82% | +0.14% | -24.94% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.78% | -0.32% | -1.85% | |
| 20 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.76% | +0.51% | +0.98% | |
| 21 | V | Visa Inc-class A Shares | Stock-Financials | 0.73% | +0.31% | -1.45% | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.63% | +0.11% | +3.26% | |
| 23 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.61% | +0.55% | -55.88% | |
| 24 | ANET | Arista Networks Inc | Stock-Tech | 0.59% | -0.16% | +27.30% | |
| 25 | RGEF | Rockefeller Global Eqty ETF | ETF-Other | 0.51% | -0.51% | EXIT | |
| 26 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.50% | +0.09% | +1.21% | |
| 27 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.49% | +0.15% | +10.72% | |
| 28 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.48% | +0.11% | -4.92% | |
| 29 | NOW | Servicenow Inc | Stock-Tech | 0.48% | +0.17% | +5.45% | |
| 30 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.46% | +0.17% | +2.81% | |
| 31 | PWR | Quanta Services Inc | Stock-Industrials | 0.46% | +0.36% | +3.97% | |
| 32 | VUG | Vanguard Growth ETF | ETF-Other | 0.44% | +0.18% | +2.70% | |
| 33 | WMT | Walmart Inc | Stock-Consumer Staples | 0.43% | -0.10% | +5.86% | |
| 34 | PH | Parker Hannifin CORP | Stock-Industrials | 0.39% | +0.21% | -6.30% | |
| 35 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.39% | +0.17% | +9.94% | |
| 36 | NFLX | Netflix Inc | Stock-Comm Services | 0.38% | -0.09% | +3.51% | |
| 37 | UPST | Upstart Holdings Inc | Stock-Financials | 0.37% | -0.37% | EXIT | |
| 38 | DASH | Doordash Inc - A | Stock-Consumer Disc | 0.37% | +0.19% | -27.96% | |
| 39 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.36% | +0.20% | +0.18% | |
| 40 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.36% | +0.12% | +20.00% | |
| 41 | ABBV | Abbvie Inc | Stock-Healthcare | 0.36% | +0.18% | -7.45% | |
| 42 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.35% | +0.11% | +0.17% | |
| 43 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.35% | +0.24% | -9.82% | |
| 44 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.34% | +0.04% | +3.51% | |
| 45 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.33% | +0.38% | +33.66% | |
| 46 | MA | Mastercard Inc - A | Stock-Financials | 0.32% | +0.08% | -3.36% | |
| 47 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.32% | +0.05% | -4.03% | |
| 48 | EAGL | Eagle Capital Select Eqty | ETF-Other | 0.31% | +0.09% | +16.62% | |
| 49 | CB | Chubb Limited | Stock-Financials | 0.31% | +0.08% | -2.54% | |
| 50 | LRCX | Lam Research CORP | Stock-Tech | 0.31% | +0.56% | -3.90% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +0.7% | +62.04% | Add |
| 2 | META | Meta Platforms Inc-class A | +0.6% | +9.89% | Add |
| 3 | GOOGL | Alphabet Inc-cl A | +0.3% | +1.63% | Add |
| 4 | NVDA | Nvidia CORP | +0.3% | +0.11% | Add |
| 5 | AAPL | Apple Inc | +0.3% | +2.17% | Add |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.3% | +13.83% | Add |
| 7 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | +19.29% | Add |
| 8 | IEMG | Ishares Core Msci Emerging | +0.2% | +1343.64% | Add |
| 9 | PWR | Quanta Services Inc | +0.2% | +3.97% | Add |
| 10 | ANET | Arista Networks Inc | +0.2% | +27.30% | Add |
| 11 | AMZN | Amazon.com Inc | +0.1% | +4.35% | Add |
| 12 | DGRO | Ishares Core Dividend Growth | +0.1% | +93.75% | Add |
| 13 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +10.72% | Add |
| 14 | VEA | Vanguard Ftse Developed ETF | +0.1% | +59.87% | Add |
| 15 | COST | Costco Wholesale CORP | +0.1% | +1.21% | Add |
| 16 | XOM | Exxon Mobil CORP | +0.1% | -2.13% | Trim |
| 17 | WMT | Walmart Inc | +0.1% | +5.86% | Add |
| 18 | CVX | Chevron CORP | +0.1% | -5.06% | Trim |
| 19 | XLV | Ss Health Care Select Sector | +0.1% | +746.80% | Add |
| 20 | IWF | Ishares Russell 1000 Growth | +0.1% | +33.66% | Add |
| 21 | AVGO | Broadcom Inc | +0.1% | +7.03% | Add |
| 22 | GOOG | Alphabet Inc-cl C | +0.1% | -1.17% | Trim |
| 23 | BMY | Bristol-myers Squibb Co | +0.1% | +388.49% | Add |
| 24 | ETN | Eaton Corporation plc | +0.1% | +8.76% | Add |
| 25 | LRCX | Lam Research CORP | +0.1% | -3.90% | Trim |
| 26 | BRK-A | Berkshire Hathaway Inc-cl A | +0.1% | +20.00% | Add |
| 27 | IUSG | Ishares Core S&p U.s. Growth | +0.1% | +738.30% | Add |
| 28 | VIG | Vanguard Dividend Apprec ETF | +0.1% | +9.94% | Add |
| 29 | REGN | Regeneron Pharmaceuticals | +0.1% | +510.90% | Add |
| 30 | CAT | Caterpillar Inc | +0.1% | +41.15% | Add |
| 31 | ASML | ASML Holding N.V. | +0.1% | +25.85% | Add |
| 32 | AMAT | Applied Materials Inc | +0.1% | +15.86% | Add |
| 33 | ADI | Analog Devices Inc | +0.1% | -1.66% | Trim |
| 34 | UBER | Uber Technologies Inc | +0.1% | +25.25% | Add |
| 35 | NFLX | Netflix Inc | +0.1% | +3.51% | Add |
| 36 | TWLO | Twilio Inc - A | +0.1% | +120.92% | Add |
| 37 | MU | Micron Technology Inc | +0.1% | +23.53% | Add |
| 38 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +38.97% | Add |
| 39 | SCHF | Schwab Intl Equity ETF | +0.1% | +63.71% | Add |
| 40 | PSX | Phillips 66 | +0.1% | -4.28% | Trim |
| 41 | LIND | Lindblad Expeditions Holding | +0.1% | -0.00% | Trim |
| 42 | IWV | Ishares Russell 3000 ETF | +0.1% | +54.66% | Add |
| 43 | CTVA | Corteva Inc | +0.1% | -5.83% | Trim |
| 44 | EAGL | Eagle Capital Select Eqty | +0.1% | +16.62% | Add |
| 45 | CSCO | Cisco Systems Inc | +0.1% | +5.18% | Add |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -1.85% | Trim |
| 47 | JPM | Jpmorgan Chase & Co | 0% | +3.26% | Add |
| 48 | GLW | Corning Inc | 0% | +102.54% | Add |
| 49 | RSP | Invesco S&p 500 Equal Weight | 0% | +15.83% | Add |
| 50 | AVUV | Avantis US Small Cap Value | 0% | +4.56% | Add |
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 506 disclosed positions in Q1 2026.
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 51.4% of total reported equity market value during Q1 2026.
Top New Position Initiated
PRCH
市值: $29.2M
Top Position Liquidated / Trimmed
SHYG
前期市值: $7.2M
During Q1 2026, GC Wealth Management RIA, LLC's top holdings by market value included TEM (12.4%)、META (8.5%)、GOOGL (6.1%). The largest single position, TEM, represented 12.4% of total portfolio value.
In Q1 2026, GC Wealth Management RIA, LLC made 199 total portfolio adjustments, initiating 21 new buys, adding to 80 positions, trimming 68 holdings, and fully liquidating 30 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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