GC Wealth Management RIA, LLC Q1 2025 Filing

Filed May 12, 2025

Portfolio Value

$544.8M

Holdings

305

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (305 positions)

#	Stock	Shares	Value	% Portfolio
1	CRMSALESFORCE INC	213,600	$57.3M	10.52%
2	AAPLAPPLE INC	110,935	$24.6M	4.52%
3	MSFTMICROSOFT CORP	51,633	$19.4M	3.56%
4	GOOGALPHABET INC	99,389	$15.5M	2.85%
5	SPYSPDR S&P 500 ETF TR	27,497	$15.4M	2.82%
6	AMZNAMAZON COM INC	45,604	$8.7M	1.59%
7	GRWTCW ETF TRUST	254,471	$8.4M	1.55%
8	NVDANVIDIA CORPORATION	77,592	$8.4M	1.54%
9	VIGVANGUARD SPECIALIZED FUNDS	42,255	$8.2M	1.50%
10	VTIVANGUARD INDEX FDS	29,340	$8.1M	1.48%
11	VOOVANGUARD INDEX FDS	15,540	$8.0M	1.47%
12	VUGVANGUARD INDEX FDS	21,309	$7.9M	1.45%
13	JPMJPMORGAN CHASE & CO.	31,526	$7.7M	1.42%
14	GOOGLALPHABET INC	49,422	$7.6M	1.40%
15	IVWISHARES TR	79,834	$7.4M	1.36%
16	IJHISHARES TR	126,018	$7.4M	1.35%
17	PSAPUBLIC STORAGE OPER CO	24,508	$7.3M	1.35%
18	RSPINVESCO EXCHANGE TRADED FD T	40,509	$7.0M	1.29%
19	VTIPVANGUARD MALVERN FDS	130,933	$6.5M	1.20%
20	METAMETA PLATFORMS INC	9,779	$5.6M	1.03%
21	VYMVANGUARD WHITEHALL FDS	42,595	$5.5M	1.01%
22	IJRISHARES TR	49,858	$5.2M	0.96%
23	NDQINVESCO QQQ TR	10,964	$5.1M	0.94%
24	UNHUNITEDHEALTH GROUP INC	9,474	$5.0M	0.91%
25	BRK-BBERKSHIRE HATHAWAY INC DEL	6	$4.8M	0.88%
26	SPGPINVESCO EXCHANGE TRADED FD T	45,905	$4.6M	0.84%
27	VOEVANGUARD INDEX FDS	26,579	$4.3M	0.78%
28	MAMASTERCARD INCORPORATED	7,624	$4.2M	0.77%
29	SPHQINVESCO EXCHANGE TRADED FD T	62,817	$4.2M	0.76%
30	RELYREMITLY GLOBAL INC	193,227	$4.0M	0.74%
31	WELLWELLTOWER INC	24,846	$3.8M	0.70%
32	TJXTJX COS INC NEW	31,109	$3.8M	0.70%
33	WMTWALMART INC	42,953	$3.8M	0.69%
34	NOBLPROSHARES TR	35,794	$3.7M	0.67%
35	TMUST-MOBILE US INC	13,491	$3.6M	0.66%
36	VOVANGUARD INDEX FDS	13,616	$3.5M	0.65%
37	CBCHUBB LIMITED	11,395	$3.4M	0.63%
38	VVISA INC	9,622	$3.4M	0.62%
39	AMHAMERICAN HOMES 4 RENT	86,477	$3.3M	0.60%
40	GSGOLDMAN SACHS GROUP INC	5,781	$3.2M	0.58%
41	CVXCHEVRON CORP NEW	18,372	$3.1M	0.56%
42	BRK/BBERKSHIRE HATHAWAY INC DEL	5,745	$3.1M	0.56%
43	NEARISHARES U S ETF TR	58,208	$3.0M	0.54%
44	VTVANGUARD INTL EQUITY INDEX F	25,069	$2.9M	0.53%
45	ANETARISTA NETWORKS INC	34,688	$2.7M	0.49%
46	HIMUBLACKROCK ETF TRUST II	53,557	$2.7M	0.49%
47	LLYELI LILLY & CO	3,173	$2.6M	0.48%
48	PEPPEPSICO INC	17,475	$2.6M	0.48%
49	IVVISHARES TR	4,634	$2.6M	0.48%
50	MRKMERCK & CO INC	28,977	$2.6M	0.48%
51	IWFISHARES TR	7,159	$2.6M	0.47%
52	ESGDISHARES TR	30,797	$2.5M	0.46%
53	IWMISHARES TR	12,607	$2.5M	0.46%
54	MDTMEDTRONIC PLC	27,835	$2.5M	0.46%
55	COSTCOSTCO WHSL CORP NEW	2,622	$2.5M	0.46%
56	VTVVANGUARD INDEX FDS	14,313	$2.5M	0.45%
57	IJKISHARES TR	29,523	$2.5M	0.45%
58	CSCOCISCO SYS INC	39,176	$2.4M	0.44%
59	TMOTHERMO FISHER SCIENTIFIC INC	4,848	$2.4M	0.44%
60	TTTRANE TECHNOLOGIES PLC	6,911	$2.3M	0.43%
61	TLTISHARES TR	25,437	$2.3M	0.43%
62	AMTAMERICAN TOWER CORP NEW	10,589	$2.3M	0.42%
63	VEAVANGUARD TAX-MANAGED FDS	45,039	$2.3M	0.42%
64	VOTVANGUARD INDEX FDS	9,130	$2.2M	0.41%
65	IBITISHARES BITCOIN TRUST ETF	46,849	$2.2M	0.40%
66	TXNTEXAS INSTRS INC	12,061	$2.2M	0.40%
67	FTSMFIRST TR EXCHANGE-TRADED FD	35,928	$2.1M	0.39%
68	IJJISHARES TR	17,912	$2.1M	0.39%
69	AZNASTRAZENECA PLC	29,000	$2.1M	0.39%
70	VNQVANGUARD INDEX FDS	23,261	$2.1M	0.39%
71	VBKVANGUARD INDEX FDS	8,057	$2.0M	0.37%
72	RTXRTX CORPORATION	13,680	$1.8M	0.33%
73	QCOMQUALCOMM INC	11,399	$1.8M	0.32%
74	VBVANGUARD INDEX FDS	7,889	$1.7M	0.32%
75	VWOVANGUARD INTL EQUITY INDEX F	35,700	$1.6M	0.30%
76	VUSBVANGUARD BD INDEX FDS	32,386	$1.6M	0.30%
77	PLDPROLOGIS INC.	14,389	$1.6M	0.30%
78	ABBVABBVIE INC	7,642	$1.6M	0.29%
79	HONHONEYWELL INTL INC	7,296	$1.5M	0.28%
80	BACBANK AMERICA CORP	36,358	$1.5M	0.28%
81	JNJJOHNSON & JOHNSON	9,098	$1.5M	0.28%
82	VGTVANGUARD WORLD FD	2,778	$1.5M	0.28%
83	KMIKINDER MORGAN INC DEL	52,186	$1.5M	0.27%
84	IWVISHARES TR	4,655	$1.5M	0.27%
85	AMGNAMGEN INC	4,673	$1.5M	0.27%
86	PGPROCTER AND GAMBLE CO	8,521	$1.5M	0.27%
87	GQ9SPDR GOLD TR	4,989	$1.4M	0.26%
88	FQIDIGITAL RLTY TR INC	9,758	$1.4M	0.26%
89	SPGSIMON PPTY GROUP INC NEW	8,011	$1.3M	0.24%
90	8CWCROWN CASTLE INC	12,506	$1.3M	0.24%
91	MCDMCDONALDS CORP	4,074	$1.3M	0.23%
92	CWSADVISORSHARES TR	19,190	$1.3M	0.23%
93	LQDISHARES TR	11,523	$1.3M	0.23%
94	TSMTAIWAN SEMICONDUCTOR MFG LTD	7,469	$1.2M	0.23%
95	MINTPIMCO ETF TR	11,843	$1.2M	0.22%
96	IGSBISHARES TR	22,705	$1.2M	0.22%
97	IJSISHARES TR	11,631	$1.1M	0.21%
98	TSLATESLA INC	4,363	$1.1M	0.21%
99	SMMDISHARES TR	17,812	$1.1M	0.20%
100	EQIXEQUINIX INC	1,345	$1.1M	0.20%

Page 1 of 4Next