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CIK: 0002069222
Total reported value
$190.5M
$190.5M
140 檔
9.7%
As reported in its official Q1 2025 Form 13F filing, GK Wealth Management LLC's tracked investment portfolio stood at $190.5M with 140 total positions.
In Q1 2025, GK Wealth Management LLC displayed an active expansion posture, initiating 20 new positions and adding to 14 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including JPST, AMZN, LAC) accounted for 9.7% of total reported equity market value during Q1 2025.
Top New Position Initiated
BUCK
市值: $2.8M
Top Position Liquidated / Trimmed
CALF
前期市值: $924.1K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 5.23% | +2.33% | NEW | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.11% | +2.66% | +16.00% | |
| 3 | LAC | Lithium Americas CORP | Stock-Other | 4.03% | +2.73% | NEW | |
| 4 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 3.49% | +2.31% | NEW | |
| 5 | TSLA | Tesla Inc | Stock-Consumer Disc | 3.29% | +3.14% | +20.13% | |
| 6 | BUCK | Simplify Treasury Option Inc | ETF-Gov Bonds | 3.20% | +0.98% | NEW | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 3.05% | +1.30% | -3.37% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.52% | -4.50% | -10.36% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.29% | +1.87% | +8.75% | |
| 10 | SLV | Ishares Silver Trust | ETF-Commodities | 2.14% | +2.40% | NEW | |
| 11 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 1.87% | +1.98% | NEW | |
| 12 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.70% | +1.22% | NEW | |
| 13 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 1.70% | +0.64% | NEW | |
| 14 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 1.62% | +0.75% | NEW | |
| 15 | AGGH | Simplify Aggregate Bond ETF | ETF-Other | 1.49% | +0.48% | NEW | |
| 16 | MTBA | Simplify Mbs ETF | ETF-Other | 1.44% | +0.64% | NEW | |
| 17 | VB | Vanguard Small-cap ETF | ETF-Other | 1.42% | +0.64% | NEW | |
| 18 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.42% | +0.93% | +13.06% | |
| 19 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 1.25% | +0.41% | NEW | |
| 20 | V | Visa Inc-class A Shares | Stock-Financials | 1.16% | +0.47% | NEW | |
| 21 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.14% | +0.57% | NEW | |
| 22 | JD | Jd.com Inc-adr | Stock-Consumer Disc | 1.05% | +0.30% | NEW | |
| 23 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.00% | +0.61% | NEW | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 0.99% | +1.83% | +255.94% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.87% | +0.02% | +21.74% | |
| 26 | GVIP | Gold Sachs Hedge Ind Vip ETF | ETF-Commodities | 0.85% | +0.48% | NEW | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.84% | +0.62% | +27.96% | |
| 28 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.83% | +0.28% | NEW | |
| 29 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.82% | +1.10% | NEW | |
| 30 | GM | General Motors Co | Stock-Consumer Disc | 0.79% | +0.26% | NEW | |
| 31 | RFIX | Simplify Bond Bull ETF | ETF-Other | 0.78% | — | — | |
| 32 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.78% | +1.76% | NEW | |
| 33 | XLV | Ss Health Care Select Sector | ETF-Other | 0.76% | +0.28% | NEW | |
| 34 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.76% | -12.95% | +1.55% | |
| 35 | ORCL | Oracle CORP | Stock-Tech | 0.73% | +0.37% | NEW | |
| 36 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.72% | +0.97% | NEW | |
| 37 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.71% | +1.00% | -17.91% | |
| 38 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.69% | +0.63% | NEW | |
| 39 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.68% | +0.20% | NEW | |
| 40 | DAL | Delta Air Lines Inc | Stock-Industrials | 0.66% | +0.32% | NEW | |
| 41 | PAYC | Paycom Software Inc | Stock-Tech | 0.64% | — | — | |
| 42 | NFLX | Netflix Inc | Stock-Comm Services | 0.62% | -0.66% | -32.16% | |
| 43 | QCOM | Qualcomm Inc | Stock-Tech | 0.61% | +0.12% | NEW | |
| 44 | CVX | Chevron CORP | Stock-Energy | 0.59% | -0.42% | +3.03% | |
| 45 | BA | Boeing Co/the | Stock-Industrials | 0.59% | +0.48% | NEW | |
| 46 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.58% | +0.13% | NEW | |
| 47 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.57% | +0.21% | NEW | |
| 48 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.57% | +1.17% | NEW | |
| 49 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.53% | +0.16% | NEW | |
| 50 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.51% | — | +27.53% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BUCK | Simplify Treasury Option Inc | +3.2% | NEW | New buy |
| 2 | VB | Vanguard Small-cap ETF | +1% | +278.70% | Add |
| 3 | GVIP | Gold Sachs Hedge Ind Vip ETF | +0.9% | NEW | New buy |
| 4 | SPEM | State Street Sp Ptf Em ETF | +0.8% | NEW | New buy |
| 5 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.8% | +43.29% | Add |
| 6 | RFIX | Simplify Bond Bull ETF | +0.8% | NEW | New buy |
| 7 | COWZ | Pacer US Cash Cows 100 ETF | +0.8% | +112.94% | Add |
| 8 | PAYC | Paycom Software Inc | +0.6% | NEW | New buy |
| 9 | NVDA | Nvidia CORP | +0.6% | +255.94% | Add |
| 10 | TLT | Ishares 20+ Year Treasury Bd | +0.6% | NEW | New buy |
| 11 | VIG | Vanguard Dividend Apprec ETF | +0.5% | +62.74% | Add |
| 12 | GROZ | Zacks Focus Growth ETF | +0.5% | NEW | New buy |
| 13 | TSM | Taiwan Semiconductor-sp Adr | +0.4% | +204.06% | Add |
| 14 | SMH | Vaneck Semiconductor ETF | +0.4% | NEW | New buy |
| 15 | JAAA | Janus Henderson Aaa Clo ETF | +0.4% | NEW | New buy |
| 16 | XLV | Ss Health Care Select Sector | +0.4% | +112.16% | Add |
| 17 | LAC | Lithium Americas CORP | +0.4% | +31.96% | Add |
| 18 | GDX | Vaneck Gold Miners ETF | +0.4% | NEW | New buy |
| 19 | SCHX | Schwab US Large-cap ETF | +0.3% | NEW | New buy |
| 20 | COWG | Pacer US Lrg Cap Cows Gr Ld | +0.3% | NEW | New buy |
| 21 | MSTR | Strategy Inc | +0.3% | NEW | New buy |
| 22 | IBIT | Ishares Bitcoin Trust ETF | +0.3% | +166.34% | Add |
| 23 | JNJ | Johnson & Johnson | +0.3% | NEW | New buy |
| 24 | CVS | Cvs Health CORP | +0.3% | NEW | New buy |
| 25 | BOXX | Alpha Architect 1-3 Mnth Box | +0.3% | NEW | New buy |
| 26 | PYPL | Paypal Holdings Inc | +0.3% | NEW | New buy |
| 27 | UBER | Uber Technologies Inc | +0.3% | NEW | New buy |
| 28 | AIG | American International Group | +0.3% | NEW | New buy |
| 29 | FCX | Freeport-mcmoran Inc | +0.3% | NEW | New buy |
| 30 | QQQM | Invesco Nasdaq 100 ETF | +0.2% | +38.81% | Add |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +21.74% | Add |
| 32 | MTBA | Simplify Mbs ETF | +0.2% | +23.70% | Add |
| 33 | SLV | Ishares Silver Trust | +0.1% | -2.27% | Trim |
| 34 | EPAM | Epam Systems Inc | -0.3% | EXIT | Sold out |
| 35 | AMD | Advanced Micro Devices | -0.3% | EXIT | Sold out |
| 36 | FE | Firstenergy CORP | -0.3% | EXIT | Sold out |
| 37 | SCHD | Schwab US Dvd Equity ETF | -0.3% | EXIT | Sold out |
| 38 | ALB | Albemarle CORP | -0.4% | EXIT | Sold out |
| 39 | GOOG | Alphabet Inc-cl C | -0.5% | -17.91% | Trim |
| 40 | NOW | Servicenow Inc | -0.5% | -47.51% | Trim |
| 41 | IHI | Ishares U.s. Medical Devices | -0.5% | EXIT | Sold out |
| 42 | HIGH | Simplify Enhanced Income ETF | -0.5% | EXIT | Sold out |
| 43 | GM | General Motors Co | -0.6% | -26.82% | Trim |
| 44 | GOOGL | Alphabet Inc-cl A | -0.6% | +8.75% | Add |
| 45 | EMXC | Ishares Msci Emr Mrk Ex Chna | -0.6% | EXIT | Sold out |
| 46 | MSFT | Microsoft CORP | -0.9% | -3.37% | Trim |
| 47 | AAPL | Apple Inc | -1% | -10.36% | Trim |
| 48 | SECT | Main Sector Rotation ETF | -1.1% | EXIT | Sold out |
| 49 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | -1.2% | EXIT | Sold out |
| 50 | TSLA | Tesla Inc | -1.5% | +20.13% | Add |
According to official SEC Form 13F filings, GK Wealth Management LLC reported a total U.S. public equity portfolio value of $190.5M across 140 disclosed positions in Q1 2025.
During Q1 2025, GK Wealth Management LLC's top holdings by market value included JPST (5.2%)、AMZN (5.1%)、LAC (4.0%). The largest single position, JPST, represented 5.2% of total portfolio value.
In Q1 2025, GK Wealth Management LLC made 50 total portfolio adjustments, initiating 20 new buys, adding to 14 positions, trimming 6 holdings, and fully liquidating 10 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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