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CIK: 0002069222
Total reported value
$190.5M
$190.5M
196 檔
14.7%
In Q4 2025, GK Wealth Management LLC's U.S. equity holdings reached a combined market value of $190.5M, distributed across 196 disclosed stock positions.
In Q4 2025, GK Wealth Management LLC displayed an active expansion posture, initiating 22 new positions and adding to 16 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.10% | +2.66% | +4.79% | |
| 2 | TSLA | Tesla Inc | Stock-Consumer Disc | 4.04% | +3.14% | +8.54% | |
| 3 | LAC | Lithium Americas CORP | Stock-Other | 3.77% | +2.73% | NEW | |
| 4 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 3.36% | +2.33% | NEW | |
| 5 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 3.23% | +2.31% | NEW | |
| 6 | SLV | Ishares Silver Trust | ETF-Commodities | 3.17% | +2.40% | NEW | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.55% | +1.87% | -10.39% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 2.35% | +1.83% | +1.29% | |
| 9 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 2.13% | +1.71% | NEW | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 2.07% | +1.30% | +1.99% | |
| 11 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 1.80% | +1.98% | NEW | |
| 12 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.66% | +1.22% | NEW | |
| 13 | AAPL | Apple Inc | Stock-Tech | 1.53% | -4.50% | +1.14% | |
| 14 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.49% | +1.00% | +94.90% | |
| 15 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.48% | +1.76% | NEW | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.45% | +0.93% | +10.20% | |
| 17 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 1.44% | +1.72% | NEW | |
| 18 | BUCK | Simplify Treasury Option Inc | ETF-Gov Bonds | 1.33% | +0.98% | NEW | |
| 19 | RDDT | Reddit Inc-cl A | Stock-Comm Services | 1.13% | +0.69% | NEW | |
| 20 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 1.09% | +0.64% | NEW | |
| 21 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 1.05% | +1.17% | NEW | |
| 22 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 1.04% | +0.75% | NEW | |
| 23 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 1.03% | +1.10% | NEW | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.91% | +0.62% | +1.67% | |
| 25 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.87% | +0.85% | NEW | |
| 26 | CLS | Celestica Inc | Stock-Tech | 0.84% | +0.80% | NEW | |
| 27 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.81% | +0.63% | NEW | |
| 28 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.76% | +0.61% | NEW | |
| 29 | VB | Vanguard Small-cap ETF | ETF-Other | 0.73% | +0.64% | NEW | |
| 30 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.73% | +0.41% | NEW | |
| 31 | MU | Micron Technology Inc | Stock-Tech | 0.73% | +3.42% | NEW | |
| 32 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.69% | +0.57% | NEW | |
| 33 | QGRW | Wisdomtree US Quality Growth | ETF-Other | 0.69% | +0.59% | NEW | |
| 34 | PVAL | Putnam Focused Lrg Cap Value | ETF-Other | 0.67% | +0.55% | NEW | |
| 35 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 0.67% | +0.55% | NEW | |
| 36 | CRDO | Credo Technology Group Holding Ltd | Stock-Tech | 0.67% | +2.32% | NEW | |
| 37 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.65% | +0.58% | NEW | |
| 38 | AGGH | Simplify Aggregate Bond ETF | ETF-Other | 0.65% | +0.48% | NEW | |
| 39 | MTBA | Simplify Mbs ETF | ETF-Other | 0.63% | +0.64% | NEW | |
| 40 | BA | Boeing Co/the | Stock-Industrials | 0.62% | +0.48% | NEW | |
| 41 | V | Visa Inc-class A Shares | Stock-Financials | 0.61% | +0.47% | NEW | |
| 42 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.61% | +0.97% | NEW | |
| 43 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 0.60% | +0.27% | NEW | |
| 44 | DAL | Delta Air Lines Inc | Stock-Industrials | 0.60% | +0.32% | NEW | |
| 45 | ORCL | Oracle CORP | Stock-Tech | 0.59% | +0.37% | NEW | |
| 46 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.57% | +0.47% | NEW | |
| 47 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 0.57% | +0.41% | NEW | |
| 48 | CSMD | Congress Smid Growth ETF | ETF-Other | 0.56% | +0.38% | NEW | |
| 49 | URA | Global X Uranium ETF | ETF-Other | 0.56% | +0.57% | NEW | |
| 50 | VISN | Vistance Networks Inc | Stock-Tech | 0.56% | +0.13% | NEW |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SLV | Ishares Silver Trust | +1% | +4.63% | Add |
| 2 | GOOG | Alphabet Inc-cl C | +0.8% | +94.90% | Add |
| 3 | MU | Micron Technology Inc | +0.4% | +44.53% | Add |
| 4 | CSMD | Congress Smid Growth ETF | +0.3% | +185.71% | Add |
| 5 | SCHF | Schwab Intl Equity ETF | +0.2% | +34.45% | Add |
| 6 | VUG | Vanguard Growth ETF | +0.2% | +80.95% | Add |
| 7 | SPEM | State Street Sp Ptf Em ETF | +0.2% | +30.53% | Add |
| 8 | CRM | Salesforce Inc | +0.2% | +73.39% | Add |
| 9 | GOOGL | Alphabet Inc-cl A | +0.1% | -10.39% | Trim |
| 10 | GDX | Vaneck Gold Miners ETF | +0.1% | +21.47% | Add |
| 11 | VIG | Vanguard Dividend Apprec ETF | +0.1% | +15.26% | Add |
| 12 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +8.39% | Add |
| 13 | JAAA | Janus Henderson Aaa Clo ETF | 0% | +13.14% | Add |
| 14 | AMZN | Amazon.com Inc | 0% | +4.79% | Add |
| 15 | TSLA | Tesla Inc | -0.1% | +8.54% | Add |
| 16 | NFLX | Netflix Inc | -0.3% | +840.58% | Add |
| 17 | FBTC | Fidelity Wise Origin Bitcoin | -0.5% | +2.44% | Add |
| 18 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -0.8% | -10.62% | Trim |
| 19 | LAC | Lithium Americas CORP | -2.1% | -5.18% | Trim |
| 20 | SGOV | Ishares 0-3 Month Treasury B | — | NEW | New buy |
| 21 | QGRW | Wisdomtree US Quality Growth | — | NEW | New buy |
| 22 | PVAL | Putnam Focused Lrg Cap Value | — | NEW | New buy |
| 23 | JGRO | Jpmorgan Active Growth ETF | — | NEW | New buy |
| 24 | BITW | Bitwise 10 Crypto Index ETF | — | NEW | New buy |
| 25 | ARDX | Ardelyx Inc | — | NEW | New buy |
| 26 | IQLT | Ishares Msci International Q | — | NEW | New buy |
| 27 | TTMI | Ttm Technologies | — | NEW | New buy |
| 28 | GRNY | Fundstr Gran Sh US Lrg Cap | — | NEW | New buy |
| 29 | MSTR | Strategy Inc | — | EXIT | Sold out |
| 30 | SPHY | Ss Spdr P High Yield ETF | — | NEW | New buy |
| 31 | SSRM | Ssr Mining Inc | — | NEW | New buy |
| 32 | SIL | Global X Silver Miners ETF | — | NEW | New buy |
| 33 | NEM | Newmont CORP | — | NEW | New buy |
| 34 | SPYV | Ss Spdr P S&p 500 Value ETF | — | NEW | New buy |
| 35 | INCY | Incyte CORP | — | NEW | New buy |
| 36 | RFIX | Simplify Bond Bull ETF | — | EXIT | Sold out |
| 37 | LRN | Stride Inc | — | EXIT | Sold out |
| 38 | THC | Tenet Healthcare CORP | — | EXIT | Sold out |
| 39 | PAAA | Pgim Aaa Clo ETF | — | NEW | New buy |
| 40 | REGN | Regeneron Pharmaceuticals | — | NEW | New buy |
| 41 | GLXY | Galaxy Digital Inc-a | — | NEW | New buy |
| 42 | ETHV | Vaneck Ethereum ETF | — | EXIT | Sold out |
| 43 | XBB | Bondbloxx-bb Rated Usd Hy Cb | — | NEW | New buy |
| 44 | FIX | Comfort Systems USA Inc | — | EXIT | Sold out |
| 45 | ✓ | Cyberark Software LTD. Cmn | — | EXIT | Sold out |
| 46 | CSCO | Cisco Systems Inc | — | EXIT | Sold out |
| 47 | GLW | Corning Inc | — | EXIT | Sold out |
| 48 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 49 | FLDR | Fidelity Low Durat Fact ETF | — | NEW | New buy |
| 50 | STX | Seagate Technology Holdings plc | — | NEW | New buy |
According to official SEC Form 13F filings, GK Wealth Management LLC reported a total U.S. public equity portfolio value of $190.5M across 196 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 AMZN, TSLA, LAC) accounted for 14.7% of total reported equity market value during Q4 2025.
Top New Position Initiated
SGOV
市值: $1.1M
Top Position Liquidated / Trimmed
MSTR
前期市值: $336.1K
During Q4 2025, GK Wealth Management LLC's top holdings by market value included AMZN (4.1%)、TSLA (4.0%)、LAC (3.8%). The largest single position, AMZN, represented 4.1% of total portfolio value.
In Q4 2025, GK Wealth Management LLC made 50 total portfolio adjustments, initiating 22 new buys, adding to 16 positions, trimming 3 holdings, and fully liquidating 9 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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