GK Wealth Management LLC
CIK: 0002069222SEC EDGAR →
Portfolio Value
$150.8M
Holdings
196
As of
Q4 2025
New Positions
196
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | AMAZON COM INC | 26,801 | $6.2M | 4.10% |
| 2 | TSLACall TESLA INC | 13,638 | $6.1M | 4.04% |
| 3 | LACCall LITHIUM AMERS CORP NEW | 1,363,300 | $5.7M | 3.77% |
| 4 | J P MORGAN EXCHANGE TRADED F | 100,209 | $5.1M | 3.36% |
| 5 | SPDR SERIES TRUST | 53,354 | $4.9M | 3.23% |
| 6 | ISHARES SILVER TR | 74,205 | $4.8M | 3.17% |
| 7 | ALPHABET INC | 12,304 | $3.9M | 2.55% |
| 8 | NVIDIA CORPORATION | 18,992 | $3.5M | 2.35% |
| 9 | EA SERIES TRUST | 27,967 | $3.2M | 2.13% |
| 10 | MICROSOFT CORP | 6,445 | $3.1M | 2.07% |
Quarterly Changes
New Positions (196)
$6.2M · 27K shares
$6.1M · 14K shares
$5.7M · 1.4M shares
$5.1M · 100K shares
$4.9M · 53K shares
$4.8M · 74K shares
$3.9M · 12K shares
$3.5M · 19K shares
$3.2M · 28K shares
$3.1M · 6K shares
$2.7M · 11K shares
$2.5M · 11K shares
$2.3M · 8K shares
$2.2M · 7K shares
$2.2M · 7K shares
$2.2M · 43K shares
$2.0M · 85K shares
$1.7M · 7K shares
$1.6M · 22K shares
$1.6M · 32K shares
$1.6M · 26K shares
$1.6M · 33K shares
$1.3M · 55K shares
$1.3M · 4K shares
$1.2M · 52K shares
$1.1M · 14K shares
$1.1M · 4K shares
$1.1M · 11K shares
$1.1M · 4K shares
$1.0M · 5K shares
$1.0M · 18K shares
$1.0M · 22K shares
$1.0M · 11K shares
$1.0M · 7K shares
$985K · 2K shares
$984K · 48K shares
$957K · 19K shares
$941K · 4K shares
$918K · 3K shares
$914K · 11K shares
$910K · 12K shares
$900K · 13K shares
$889K · 5K shares
$861K · 10K shares
$860K · 9K shares
$846K · 27K shares
$842K · 20K shares
$840K · 46K shares
$832K · 1K shares
$814K · 9K shares
$793K · 5K shares
$778K · 2K shares
$761K · 13K shares
$707K · 16K shares
$684K · 7K shares
$673K · 2K shares
$664K · 15K shares
$656K · 4K shares
$650K · 9K shares
$643K · 22K shares
$639K · 4K shares
$637K · 4K shares
$630K · 1K shares
$627K · 6K shares
$617K · 2K shares
$616K · 11K shares
$569K · 76K shares
$556K · 10K shares
$540K · 18K shares
$514K · 2K shares
$512K · 6K shares
$509K · 1K shares
$501K · 4K shares
$497K · 10K shares
$497K · 5K shares
$497K · 6K shares
$493K · 14K shares
$485K · 3K shares
$471K · 5K shares
$468K · 1K shares
$461K · 750 shares
$452K · 17K shares
$449K · 3K shares
$445K · 1K shares
$435K · 15K shares
$434K · 75K shares
$431K · 50K shares
$430K · 10K shares
$426K · 14K shares
$426K · 10K shares
$418K · 18K shares
$418K · 1K shares
$397K · 10K shares
$393K · 13K shares
$387K · 4K shares
$377K · 8K shares
$369K · 9K shares
$369K · 5K shares
$367K · 5K shares
$365K · 7K shares
$358K · 1K shares
$356K · 11K shares
$355K · 5K shares
$354K · 16K shares
$353K · 7K shares
$349K · 2K shares
$344K · 2K shares
$344K · 3K shares
$344K · 19K shares
$340K · 14K shares
$340K · 7K shares
$331K · 732 shares
$328K · 14K shares
$324K · 1K shares
$323K · 2K shares
$321K · 372 shares
$320K · 2K shares
$320K · 475 shares
$320K · 7K shares
$317K · 1K shares
$317K · 1K shares
$313K · 6K shares
$313K · 11K shares
$295K · 13K shares
$292K · 4K shares
$283K · 18K shares
$283K · 2K shares
$282K · 5K shares
$279K · 3K shares
$279K · 1K shares
$275K · 10K shares
$275K · 3K shares
$273K · 11K shares
$271K · 5K shares
$265K · 1K shares
$265K · 3K shares
$264K · 246 shares
$260K · 6K shares
$259K · 4K shares
$259K · 7K shares
$252K · 3K shares
$251K · 5K shares
$249K · 6K shares
$248K · 17K shares
$246K · 817 shares
$246K · 320 shares
$246K · 11K shares
$246K · 2K shares
$242K · 6K shares
$239K · 1K shares
$236K · 2K shares
$236K · 2K shares
$233K · 3K shares
$232K · 3K shares
$229K · 893 shares
$225K · 4K shares
$223K · 476 shares
$223K · 2K shares
$222K · 4K shares
$221K · 4K shares
$220K · 5K shares
$220K · 799 shares
$219K · 399 shares
$217K · 6K shares
$216K · 5K shares
$216K · 2K shares
$215K · 375 shares
$214K · 4K shares
$212K · 376 shares
$211K · 2K shares
$210K · 612 shares
$208K · 9K shares
$208K · 4K shares
$207K · 1K shares
$206K · 1K shares
$205K · 2K shares
$203K · 738 shares
$203K · 4K shares
$203K · 2K shares
$201K · 7K shares
$197K · 17K shares
$186K · 13K shares
$162K · 34K shares
$147K · 28K shares
$129K · 13K shares
$114K · 25K shares
$99K · 20K shares
$94K · 11K shares
$93K · 28K shares
$66K · 11K shares
$45K · 13K shares
$43K · 12K shares
$40K · 13K shares
$25K · 25K shares
$2K · 3K shares
$1K · 2K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 82 | $67.7M | 46.0% |
| Technology | 31 | $28.4M | 19.3% |
| Consumer Cyclical | 7 | $14.1M | 9.6% |
| Communication Services | 8 | $10.0M | 6.8% |
| Basic Materials | 13 | $9.2M | 6.3% |
| Industrials | 14 | $5.9M | 4.0% |
| Unknown | 12 | $4.6M | 3.1% |
| Healthcare | 16 | $4.1M | 2.8% |
| Energy | 5 | $1.2M | 0.8% |
| Consumer Defensive | 4 | $935K | 0.6% |
| Utilities | 2 | $531K | 0.4% |
| Real Estate | 2 | $524K | 0.4% |