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GC Wealth Management RIA, LLC

Diversified strategyMomentum follower

Total reported value

$2.4B

Reporting period: 2026-03-31 · Number of holdings: 512

GC Wealth Management RIA, LLC disclosed 512 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $2.4B and a quarterly turnover rate of 23.8%.

Personality snowflake

Concentration
14.69
Portfolio Stability
23.78
Momentum/Contrarian
100
Sector conviction
61.64
Diversification
100
Sizing Uniformity
58.02

Recent moves

  • Trim TEM

    -2.2%　-$100.3M

  • Trim TEAM

    -4.0%　-$33.6M

  • Add IVV

    +62.0%　$13.6M

  • Trim VOO

    -55.9%　-$20.2M

  • Add META

    +9.9%　-$10.3M

  • Trim ABNB

    -89.8%　-$15.8M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

Showing top 506 holdings (of 512 total)

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1TEMTempus Ai Inc-cl AStock-Healthcare12.37%-2.29%-2.22%
2METAMeta Platforms Inc-class AStock-Comm Services8.50%+0.58%+9.89%
3GOOGLAlphabet Inc-cl AStock-Comm Services6.10%+0.31%+1.63%
4NVDANvidia CORPStock-Tech5.52%+0.29%+0.11%
5GOOGAlphabet Inc-cl CStock-Comm Services4.39%+0.08%-1.17%
6AAPLApple INCStock-Tech3.73%+0.26%+2.17%
7MSFTMicrosoft CORPStock-Tech2.69%-0.31%+4.07%
8CRMSalesforce INCStock-Tech2.18%-0.53%+1.15%
9AMZNAmazon.com INCStock-Consumer Disc2.14%+0.13%+4.35%
10TSLATesla INCStock-Consumer Disc1.70%-0.07%+3.19%
11IVVIshares Core S&p 500 ETFETF-Large Cap & Growth1.59%+0.68%+62.04%
12SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth1.38%+0.25%+13.83%
13PRCHPorch Group INCStock-Other1.21%+1.21%NEW
14AVGOBroadcom INCStock-Tech1.16%—+7.03%
15QQQInvesco Qqq Trust Series 1ETF-Tech1.15%+0.24%+19.29%
16IOTSamsara Inc-cl AStock-Tech1.05%-0.37%-26.80%
17TEAMAtlassian Corp-cl AStock-Tech0.94%-1.13%-3.96%
18GLDSpdr Gold SharesETF-Commodities0.82%-0.07%-24.94%
19BRK-BBerkshire Hathaway Inc-cl BStock-Other0.78%—-1.85%
20LLYEli Lilly & CoStock-Healthcare0.76%-0.02%+0.98%
21VVisa Inc-class A SharesStock-Financials0.73%-0.03%-1.45%
22JPMJpmorgan Chase & CoStock-Financials0.63%—+3.26%
23VOOVanguard S&p 500 ETFETF-Large Cap & Growth0.61%-0.67%-55.88%
24ANETArista Networks INCStock-Tech0.59%+0.15%+27.30%
25RGEFRockefeller Global Eqty ETFETF-Other0.51%——
26COSTCostco Wholesale CORPStock-Consumer Staples0.50%—+1.21%
27TSMTaiwan Semiconductor-sp AdrStock-Tech0.49%+0.13%+10.72%
28TJXTjx Companies INCStock-Consumer Disc0.48%—-4.92%
29NOWServicenow INCStock-Tech0.48%-0.12%+5.45%
30VTIVanguard Total Stock Mkt ETFETF-Other0.46%—+2.81%
31PWRQuanta Services INCStock-Industrials0.46%+0.16%+3.97%
32VUGVanguard Growth ETFETF-Other0.44%—+2.70%
33WMTWalmart INCStock-Consumer Staples0.43%—+5.86%
34PHParker Hannifin CORPStock-Industrials0.39%—-6.30%
35VIGVanguard Dividend Apprec ETFETF-Other0.39%—+9.94%
36NFLXNetflix INCStock-Comm Services0.38%—+3.51%
37UPSTUpstart Holdings INCStock-Financials0.37%-0.03%+38.15%
38DASHDoordash INC - AStock-Consumer Disc0.37%-0.31%-27.96%
39IVWIshares S&p 500 Growth ETFETF-Large Cap & Growth0.36%—+0.18%
40BRK-ABerkshire Hathaway Inc-cl AStock-Other0.36%—+20.00%
41ABBVAbbvie INCStock-Healthcare0.36%—-7.45%
42IJHIshares Core S&p Midcap ETFETF-Other0.35%—+0.17%
43IWBIshares Russell 1000 ETFETF-Other0.35%—-9.82%
44TMOThermo Fisher Scientific INCStock-Healthcare0.34%—+3.51%
45IWFIshares Russell 1000 GrowthETF-Other0.33%—+33.66%
46MAMastercard INC - AStock-Financials0.32%—-3.36%
47ISRGIntuitive Surgical INCStock-Healthcare0.32%-0.04%-4.03%
48EAGLEagle Capital Select EqtyETF-Other0.31%—+16.62%
49CBChubb LimitedStock-Financials0.31%—-2.54%
50LRCXLam Research CORPStock-Tech0.31%—-3.90%
1–50 of 506

Holding changes this quarter

GC Wealth Management RIA, LLC's most significant position changes for 2026-03-31: New buy: Porch Group INC (PRCH); Sold out: Ishares 0-5 Yr Hy CORP Bond (SHYG); Sold out: Dimensional US Core Equity 2 (DFAC); New buy: AstraZeneca PLC (AZN); Sold out: Astrazeneca Plc-spons Adr (AZNN).

Position changes disclosed by GC Wealth Management RIA, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1IVVIshares Core S&p 500 ETF+0.7%+62.04%Add
2METAMeta Platforms Inc-class A+0.6%+9.89%Add
3GOOGLAlphabet Inc-cl A+0.3%+1.63%Add
4NVDANvidia CORP+0.3%+0.11%Add
5AAPLApple INC+0.3%+2.17%Add
6SPYSs Spdr S&p 500 ETF Trust-us+0.3%+13.83%Add
7QQQInvesco Qqq Trust Series 1+0.2%+19.29%Add
8IEMGIshares Core Msci Emerging+0.2%+1343.64%Add
9PWRQuanta Services INC+0.2%+3.97%Add
10ANETArista Networks INC+0.2%+27.30%Add
11AMZNAmazon.com INC+0.1%+4.35%Add
12DGROIshares Core Dividend Growth+0.1%+93.75%Add
13TSMTaiwan Semiconductor-sp Adr+0.1%+10.72%Add
14VEAVanguard Ftse Developed ETF+0.1%+59.87%Add
15XOMExxon Mobil CORP+0.1%-2.13%Trim
16XLVSs Health Care Select Sector+0.1%+746.80%Add
17GOOGAlphabet Inc-cl C+0.1%-1.17%Trim
18LLYEli Lilly & Co0%+0.98%Add
19VVisa Inc-class A Shares0%-1.45%Trim
20UPSTUpstart Holdings INC0%+38.15%Add
21ISRGIntuitive Surgical INC0%-4.03%Trim
22TSLATesla INC-0.1%+3.19%Add
23GLDSpdr Gold Shares-0.1%-24.94%Trim
24DUOLDuolingo-0.1%-18.20%Trim
25HOODRobinhood Markets INC - A-0.1%+1.85%Add
26SHOPShopify INC - Class A-0.1%-27.78%Trim
27JEPQJPM Nasdaq Equity Premium-0.1%-73.94%Trim
28NOWServicenow INC-0.1%+5.45%Add
29RDDTReddit Inc-cl A-0.2%-16.84%Trim
30ASANAsana INC - Cl A-0.2%-87.81%Trim
31MSFTMicrosoft CORP-0.3%+4.07%Add
32DASHDoordash INC - A-0.3%-27.96%Trim
33IOTSamsara Inc-cl A-0.4%-26.80%Trim
34CRCLCircle Internet Group INC-0.4%-73.33%Trim
35CRMSalesforce INC-0.5%+1.15%Add
36ABNBAirbnb Inc-class A-0.6%-89.82%Trim
37VOOVanguard S&p 500 ETF-0.7%-55.88%Trim
38TEAMAtlassian Corp-cl A-1.1%-3.96%Trim
39TEMTempus Ai Inc-cl A-2.3%-2.22%Trim
40PRCHPorch Group INC—NEWNew buy
41SHYGIshares 0-5 Yr Hy CORP Bond—EXITSold out
42DFACDimensional US Core Equity 2—EXITSold out
43AZNAstraZeneca PLC—NEWNew buy
44AZNNAstrazeneca Plc-spons Adr—EXITSold out
45VUSBVanguard Ultra Short Bond Et—EXITSold out
46PDPagerduty INC—NEWNew buy
47NEARIshares Sh Dba ETF Usd INC—EXITSold out
48TLTIshares 20+ Year Treasury Bd—EXITSold out
49GSYInvesco Ultra Short Duration—EXITSold out
50BSVOEA Bridgeway Omni Sm-Cp Val—EXITSold out

FAQ

What is GC Wealth Management RIA, LLC and what type of investor is it?
GC Wealth Management RIA, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $2.4B, spread across 512 disclosed positions.
What are GC Wealth Management RIA, LLC's largest equity positions?
Based on the latest 13F filing, GC Wealth Management RIA, LLC's top holdings by market value are: 1. Tempus Ai Inc-cl A (TEM) — $299.0M (12.4%) 2. Meta Platforms Inc-class A (META) — $205.4M (8.5%) 3. Alphabet Inc-cl A (GOOGL) — $147.3M (6.1%) 4. Nvidia CORP (NVDA) — $133.3M (5.5%) 5. Alphabet Inc-cl C (GOOG) — $106.1M (4.4%)
What changes did GC Wealth Management RIA, LLC make in its most recent portfolio filing?
In the latest reported quarter, GC Wealth Management RIA, LLC made 50 notable position adjustments: 3 new positions were initiated, 22 existing holdings were added to, 17 positions were partially reduced, and 8 were completely exited. The largest of these moves: New buy: Porch Group INC (PRCH); Sold out: Ishares 0-5 Yr Hy CORP Bond (SHYG); Sold out: Dimensional US Core Equity 2 (DFAC); New buy: AstraZeneca PLC (AZN); Sold out: Astrazeneca Plc-spons Adr (AZNN)
What sectors does GC Wealth Management RIA, LLC focus on?
GC Wealth Management RIA, LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 29.3% • Communication Services: 24.9% • Health Care: 20.6% • Financials: 8.4% • Consumer Discretionary: 7.5% • Industrials: 4.3%