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CIK: 0002069222
Total reported value
$177.6M
$177.6M
155 檔
12.4%
During the Q2 2025 filing period, GK Wealth Management LLC (CIK: 0002069222) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $177.6M across 155 reported positions.
In Q2 2025, GK Wealth Management LLC displayed an active expansion posture, initiating 27 new positions and adding to 71 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.04% | -0.25% | +8.07% | |
| 2 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 4.21% | -0.51% | +52.24% | |
| 3 | TSLA | Tesla Inc | Stock-Consumer Disc | 3.62% | -0.73% | +13.85% | |
| 4 | LAC | Lithium Americas CORP | Stock-Other | 3.55% | -1.18% | +11.79% | |
| 5 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 3.47% | -0.52% | -16.29% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.89% | +0.22% | -9.75% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 2.56% | +0.06% | +123.69% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.32% | -0.28% | +12.20% | |
| 9 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 2.20% | -0.42% | +860.81% | |
| 10 | BUCK | Simplify Treasury Option Inc | ETF-Gov Bonds | 2.13% | -0.25% | -12.00% | |
| 11 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.00% | +0.20% | +39.19% | |
| 12 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 1.94% | -0.38% | +11.09% | |
| 13 | SLV | Ishares Silver Trust | ETF-Commodities | 1.92% | -0.35% | +7.29% | |
| 14 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 1.76% | -0.12% | +0.54% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 1.67% | -0.17% | -9.41% | |
| 16 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.50% | -0.10% | +6.02% | |
| 17 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 1.42% | -0.75% | +9.87% | |
| 18 | VB | Vanguard Small-cap ETF | ETF-Other | 1.38% | -0.24% | +15.00% | |
| 19 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 1.27% | -0.06% | +302.27% | |
| 20 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.19% | -0.44% | +42.01% | |
| 21 | NFLX | Netflix Inc | Stock-Comm Services | 1.07% | +0.03% | +52.59% | |
| 22 | V | Visa Inc-class A Shares | Stock-Financials | 1.06% | -0.02% | +13.70% | |
| 23 | ORCL | Oracle CORP | Stock-Tech | 1.05% | -0.04% | +16.01% | |
| 24 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 1.04% | -0.13% | +48.47% | |
| 25 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.03% | +0.01% | +29.04% | |
| 26 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.98% | +0.02% | +80.90% | |
| 27 | AGGH | Simplify Aggregate Bond ETF | ETF-Other | 0.98% | -0.14% | -14.23% | |
| 28 | MTBA | Simplify Mbs ETF | ETF-Other | 0.94% | -0.23% | -17.06% | |
| 29 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 0.94% | -0.06% | -5.27% | |
| 30 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.93% | -0.07% | -3.21% | |
| 31 | BA | Boeing Co/the | Stock-Industrials | 0.87% | -0.07% | +52.36% | |
| 32 | CLS | Celestica Inc | Stock-Tech | 0.80% | -0.19% | +25.82% | |
| 33 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.79% | -0.30% | +35.14% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.77% | -0.18% | +4.55% | |
| 35 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.72% | -0.24% | +14.83% | |
| 36 | CRDO | Credo Technology Group Holding Ltd | Stock-Tech | 0.71% | -0.85% | +45.14% | |
| 37 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.71% | +0.07% | +282.35% | |
| 38 | JD | Jd.com Inc-adr | Stock-Consumer Disc | 0.70% | -0.07% | +6.93% | |
| 39 | GVIP | Gold Sachs Hedge Ind Vip ETF | ETF-Commodities | 0.70% | -0.14% | -10.59% | |
| 40 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.69% | -0.05% | +8.07% | |
| 41 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.65% | +0.05% | NEW | |
| 42 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 0.65% | -0.06% | +68.23% | |
| 43 | DAL | Delta Air Lines Inc | Stock-Industrials | 0.62% | -0.19% | +4.40% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.61% | -0.03% | -3.27% | |
| 45 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.59% | -0.10% | -10.57% | |
| 46 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.59% | -0.12% | -10.75% | |
| 47 | QCOM | Qualcomm Inc | Stock-Tech | 0.57% | -0.01% | +13.97% | |
| 48 | XLV | Ss Health Care Select Sector | ETF-Other | 0.54% | -0.13% | -2.01% | |
| 49 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.53% | — | -1.21% | |
| 50 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.51% | — | +48.50% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BOXX | Alpha Architect 1-3 Mnth Box | +1.9% | +860.81% | Add |
| 2 | NVDA | Nvidia CORP | +1.6% | +123.69% | Add |
| 3 | JAAA | Janus Henderson Aaa Clo ETF | +0.9% | +302.27% | Add |
| 4 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.7% | +52.24% | Add |
| 5 | META | Meta Platforms Inc-class A | +0.6% | +39.19% | Add |
| 6 | SHY | Ishares 1-3 Year Treasury Bo | +0.5% | +282.35% | Add |
| 7 | NFLX | Netflix Inc | +0.5% | +52.59% | Add |
| 8 | CRDO | Credo Technology Group Holding Ltd | +0.5% | +45.14% | Add |
| 9 | TSM | Taiwan Semiconductor-sp Adr | +0.4% | +42.01% | Add |
| 10 | CLS | Celestica Inc | +0.4% | +25.82% | Add |
| 11 | AVGO | Broadcom Inc | +0.3% | NEW | New buy |
| 12 | TSLA | Tesla Inc | +0.3% | +13.85% | Add |
| 13 | ORCL | Oracle CORP | +0.3% | +16.01% | Add |
| 14 | ADSK | Autodesk Inc | +0.3% | NEW | New buy |
| 15 | PSIX | Power Solutions Internationa | +0.3% | NEW | New buy |
| 16 | SCHZ | Schwab US Aggregate Bond ETF | +0.3% | +80.90% | Add |
| 17 | BA | Boeing Co/the | +0.3% | +52.36% | Add |
| 18 | VRTX | Vertex Pharmaceuticals Inc | +0.3% | NEW | New buy |
| 19 | CRM | Salesforce Inc | +0.3% | NEW | New buy |
| 20 | MNST | Monster Beverage CORP | +0.3% | NEW | New buy |
| 21 | AMAT | Applied Materials Inc | +0.2% | NEW | New buy |
| 22 | SPEM | State Street Sp Ptf Em ETF | +0.2% | +48.47% | Add |
| 23 | IBIT | Ishares Bitcoin Trust ETF | +0.2% | +35.14% | Add |
| 24 | GLW | Corning Inc | +0.2% | NEW | New buy |
| 25 | CW | Curtiss-wright CORP | +0.2% | NEW | New buy |
| 26 | CAT | Caterpillar Inc | +0.2% | NEW | New buy |
| 27 | INDY | Ishares India 50 ETF | +0.2% | NEW | New buy |
| 28 | THC | Tenet Healthcare CORP | +0.2% | NEW | New buy |
| 29 | DELL | Dell Technologies -c | +0.2% | NEW | New buy |
| 30 | CNC | Centene CORP | +0.2% | NEW | New buy |
| 31 | COPX | Global X Copper Miners ETF | +0.2% | NEW | New buy |
| 32 | TOST | Toast Inc-class A | +0.2% | NEW | New buy |
| 33 | MT | Arcelormittal-ny Registered | +0.2% | NEW | New buy |
| 34 | EPAM | Epam Systems Inc | +0.2% | NEW | New buy |
| 35 | FIX | Comfort Systems USA Inc | +0.2% | NEW | New buy |
| 36 | OLLI | Ollie's Bargain Outlet Holdi | +0.2% | NEW | New buy |
| 37 | XLI | Ss Industrial Select Sector | +0.2% | NEW | New buy |
| 38 | FTI | TechnipFMC plc | +0.2% | NEW | New buy |
| 39 | VOO | Vanguard S&p 500 ETF | +0.2% | NEW | New buy |
| 40 | STRL | Sterling Infrastructure Inc | +0.2% | NEW | New buy |
| 41 | VCLT | Vanguard Long-term CORP Bond | +0.2% | +68.23% | Add |
| 42 | DIS | Walt Disney Co/the | +0.2% | +48.50% | Add |
| 43 | VISN | Vistance Networks Inc | +0.2% | NEW | New buy |
| 44 | VIGI | Vanguard Int Div App Indx Fd | +0.1% | +49.37% | Add |
| 45 | UBER | Uber Technologies Inc | +0.1% | +46.67% | Add |
| 46 | VO | Vanguard Mid-cap ETF | +0.1% | +58.12% | Add |
| 47 | CCL1EUR | Carnival CORP LTD | +0.1% | +17.51% | Add |
| 48 | URA | Global X Uranium ETF | +0.1% | -0.16% | Trim |
| 49 | FINV | Finvolution Group-adr | +0.1% | NEW | New buy |
| 50 | NGDN | New Gold Inc | +0.1% | NEW | New buy |
According to official SEC Form 13F filings, GK Wealth Management LLC reported a total U.S. public equity portfolio value of $177.6M across 155 disclosed positions in Q2 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 AMZN, BIL, TSLA) accounted for 12.4% of total reported equity market value during Q2 2025.
Top New Position Initiated
AVGO
市值: $379.9K
Top Position Liquidated / Trimmed
HYG
前期市值: $354.6K
During Q2 2025, GK Wealth Management LLC's top holdings by market value included AMZN (5.0%)、BIL (4.2%)、TSLA (3.6%). The largest single position, AMZN, represented 5.0% of total portfolio value.
In Q2 2025, GK Wealth Management LLC made 165 total portfolio adjustments, initiating 27 new buys, adding to 71 positions, trimming 55 holdings, and fully liquidating 12 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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