GC Wealth Management RIA, LLC

CIK: 0002011169Latest portfolio: $2.7B · Q4 2025

Holdings

526

Total Value

$2.7B

New Positions

25

Closed Positions

347

#StockSharesValue% PortfolioChangeType
1
TEMTEMPUS AI INC
6,761,507$399.3M14.66%NEW
2
METAMETA PLATFORMS INC
326,715$215.7M7.92%-76,874
3
GOOGLALPHABET INC
504,131$157.8M5.79%-50,016
4
NVDANVIDIA CORPORATION
763,656$142.4M5.23%-194,171
5
GOOGALPHABET INC
374,087$117.4M4.31%-78,024
6
AAPLAPPLE INC
347,754$94.5M3.47%-114,949
7
MSFTMICROSOFT CORP
168,730$81.6M3.00%-74,311
8
CRMSALESFORCE INC
278,483$73.8M2.71%-13,698
9
TEAMATLASSIAN CORPORATION
347,467$56.3M2.07%-9,814
10
AMZNAMAZON COM INC
237,703$54.9M2.01%-126,695
11
TSLATESLA INC
107,000$48.1M1.77%+64K
12
IOTSAMSARA INC
1,091,876$38.7M1.42%+71K
13
VOOVANGUARD INDEX FDS
55,584$34.9M1.28%+38K
14
SPYSPDR S&P 500 ETF TR
45,140$30.8M1.13%+9K
15
AVGOBROADCOM INC
84,266$29.2M1.07%-37,837
16
IVVISHARES TR
36,372$24.9M0.91%+11K
17
NDQINVESCO QQQ TR
40,182$24.7M0.91%+2K
18
GQ9SPDR GOLD TR
61,457$24.4M0.89%+655
19
LLYELI LILLY & CO
19,645$21.1M0.78%-6,653
20
VVISA INC
58,920$20.7M0.76%-23,622
21
BRK/BBERKSHIRE HATHAWAY INC DEL
40,020$20.1M0.74%-20,157
22
DASHDOORDASH INC
81,673$18.5M0.68%-6,852
23
CRCLCIRCLE INTERNET GROUP INC
229,071$18.2M0.67%NEW
24
ABNBAIRBNB INC
128,439$17.4M0.64%-484,145
25
NOWSERVICENOW INC
105,849$16.2M0.60%+83K

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
CUE4.6M+1.2M
NFLX92K+79K
IOT1.1M+71K
PML88K+48K
RGEF407K+47K
EAGL214K+45K
VOO56K+38K
SHYG168K+30K
GSY42K+25K
SUSC37K+21K

Decreased Positions

NameSharesChange
ABNB128K-484145
NVDA764K-194171
AMZN238K-126695
AAPL348K-114949
GOOG374K-78024
META327K-76874
T19K-74484
MSFT169K-74311
IEMG5K-65624
INTC34K-58113

Sector Breakdown

Financial ServicesNaN% ($InfinityT)
Technology0.0% ($1.4242194540816005e+290T)
Industrials0.0% ($9.978814457334287e+168T)
Healthcare0.0% ($3.99266211119906e+163T)
Consumer Cyclical0.0% ($5.4865481191743116e+110T)
Unknown0.0% ($2.4684243562011673e+94T)
Communication Services0.0% ($2.156601577921174e+54T)
Energy0.0% ($5.5485349274424916e+45T)
Consumer Defensive0.0% ($1.02788789545735e+44T)
Basic Materials0.0% ($4.357414788578769e+31T)
Utilities0.0% ($2.8789718727516505e+30T)
Real Estate0.0% ($2.9T)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Jan 30, 2026$2.7B649
Q3 2025Nov 13, 2025$3.0T1,116
Q2 2025Jul 17, 2025$1.2T526
Q1 2025May 12, 2025$544.8B305
Q4 2024Feb 7, 2025$569.0B289
Q3 2024Nov 4, 2024$572.6T296
Q2 2024Jul 31, 2024$506.5T268
Q1 2024May 10, 2024$499.6T272
Q4 2023Feb 12, 2024$222.0T222

Fund Information

CIK0002011169
Most Recent FilingJan 30, 2026
Number of Filings9

GC Wealth Management RIA, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $2.7B across 526 holdings. The largest position is TEMPUS AI INC (TEM), representing 14.7% of the portfolio. Compared to the previous quarter, the fund opened 25 new positions and closed 347 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.