GC Wealth Management RIA, LLC

13F filer · CIK 0002011169

Reported Jul 16, 2026

13F portfolio value$1.73BU.S. long equity reported on 13F

Positions349Not reported new · Not reported closed

Net flow last quarterNot reportedBuys minus sells

Top 10 positions weight35.6%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 16, 2026349 positions
TEMTempus AI, Inc.	$140M	8.05%	Not reported	-63.5%	Q4 2025
NVDANvidia Corp	$108M	6.22%	0.00%	-29.5%	Q4 2023
AAPLApple Inc.	$70.6M	4.07%	0.00%	-31.3%	Q4 2023
GOOGLAlphabet Inc.	$68.7M	3.96%	0.00%	-62.5%	Q4 2023
MSFTMicrosoft Corp	$54.7M	3.15%	0.00%	-16.5%	Q4 2023
AMZNAmazon Com Inc	$49.8M	2.87%	0.00%	-15.8%	Q4 2023
QQQInvesco QQQ Trust, Series 1	$37.9M	2.19%	Not reported	+7.4%	Q4 2023
AVGOBroadcom Inc.	$30.9M	1.78%	0.00%	-9.2%	Q1 2024
SPYSPDR S&P 500 ETF Trust	$28.7M	1.65%	Not reported	-25.3%	Q4 2023
METAMeta Platforms, Inc.	$28M	1.62%	Not reported	-86.2%	Q4 2023
GOOGAlphabet Inc.	$26.2M	1.51%	Not reported	-79.9%	Q4 2023
IOTSamsara Inc.	$25.6M	1.47%	Not reported	-1.4%	Q2 2025
LLYELI LILLY & Co	$22M	1.27%	0.00%	-7.6%	Q4 2023
VVisa Inc.	$18.1M	1.04%	0.00%	-9.3%	Q4 2023
GLDSPDR Gold Trust	$16.7M	0.96%	0.01%	-1.6%	Q4 2023
LRCXLam Research Corp	$15M	0.87%	0.00%	-0.5%	Q1 2024
PWRQuanta Services, Inc.	$14.3M	0.82%	0.01%	-1.3%	Q3 2024
CRMSalesforce, Inc.	$13.3M	0.77%	0.01%	-69.8%	Q4 2023
JPMJPMorgan Chase & Co	$12.8M	0.74%	0.00%	-24.2%	Q4 2023
PANWPalo Alto Networks Inc	$12.4M	0.72%	0.00%	-7.5%	Q4 2023
NOWServiceNow, Inc.	$11.3M	0.65%	0.01%	+2.2%	Q4 2023
TSMTaiwan Semiconductor Manufacturing Co Ltd	$11.2M	0.64%	0.00%	-33.6%	Q4 2023
PHParker-Hannifin Corp	$10.4M	0.60%	0.01%	+0.1%	Q4 2023
MUMicron Technology Inc	$10.4M	0.60%	0.00%	-11.3%	Q4 2023
COSTCostco Wholesale Corp	$10.3M	0.59%	0.00%	-8.6%	Q4 2023
TJXTJX Companies Inc	$10.3M	0.59%	0.01%	-7.2%	Q4 2023
DASHDoorDash, Inc.	$9.69M	0.56%	Not reported	-10.7%	Q2 2025
ABBVAbbVie Inc.	$9.34M	0.54%	0.00%	-6.1%	Q4 2023
AMDAdvanced Micro Devices Inc	$9.18M	0.53%	0.00%	-2.5%	Q1 2024
CRWDCrowdStrike Holdings, Inc.	$8.33M	0.48%	0.00%	-14.4%	Q2 2025
TXNTexas Instruments Inc	$8.25M	0.48%	0.00%	-14.6%	Q4 2024
BRK.ABerkshire Hathaway Inc	$8.24M	0.47%	Not reported	-8.3%	Q4 2024
BRK.BBerkshire Hathaway Inc	$8.01M	0.46%	Not reported	-59.2%	Q4 2023
ETNEaton Corp plc	$7.78M	0.45%	0.00%	-6.8%	Q4 2023
ANETArista Networks, Inc.	$7.48M	0.43%	0.00%	-61.8%	Q4 2023
ADIAnalog Devices Inc	$7.32M	0.42%	0.00%	-1.5%	Q4 2023
TSLATesla, Inc.	$7.26M	0.42%	0.00%	-84.4%	Q1 2024
COFCapital One Financial Corp	$7.06M	0.41%	0.01%	+43.8%	Q2 2025
EAGLEgl Inc	$7M	0.40%	Not reported	-12.8%	Q3 2025
MAMastercard Inc	$6.97M	0.40%	0.00%	-13.1%	Q4 2023
SNOWSnowflake Inc.	$6.95M	0.40%	0.01%	+6.0%	Q4 2023
CBChubb Ltd	$6.79M	0.39%	0.01%	-12.8%	Q4 2023
TMOThermo Fisher Scientific Inc.	$6.66M	0.38%	0.00%	-21.4%	Q4 2023
BACBank of America Corp	$6.59M	0.38%	0.00%	-16.0%	Q4 2023
UNHUnitedhealth Group Inc	$6.59M	0.38%	0.00%	-18.8%	Q4 2023
AMATApplied Materials Inc	$6.53M	0.38%	0.00%	-10.5%	Q1 2025
ISRGIntuitive Surgical Inc	$6.44M	0.37%	0.00%	-3.6%	Q4 2023
MSMorgan Stanley	$6.4M	0.37%	0.00%	-14.9%	Q3 2024
SMHMarket Vectors ETF Trust	$5.72M	0.33%	Not reported	+20.6%	Q2 2025
BKNGBooking Holdings Inc.	$5.72M	0.33%	0.00%	-0.5%	Q4 2023

Q1 2026Reported May 14, 2026375 positions
TEMTempus AI, Inc.	$299M	12.37%	Not reported	-2.2%	Q4 2025
METAMeta Platforms, Inc.	$205M	8.50%	Not reported	+9.9%	Q4 2023
GOOGLAlphabet Inc.	$147M	6.10%	0.00%	+1.6%	Q4 2023
NVDANvidia Corp	$133M	5.52%	0.00%	+0.1%	Q4 2023
GOOGAlphabet Inc.	$106M	4.39%	Not reported	-1.2%	Q4 2023
AAPLApple Inc.	$90.2M	3.73%	0.00%	+2.2%	Q4 2023
MSFTMicrosoft Corp	$65M	2.69%	0.00%	+4.1%	Q4 2023
CRMSalesforce, Inc.	$52.6M	2.18%	0.03%	+1.2%	Q4 2023
AMZNAmazon Com Inc	$51.7M	2.14%	0.00%	+4.4%	Q4 2023
TSLATesla, Inc.	$41M	1.70%	0.00%	+3.2%	Q1 2024
SPYSPDR S&P 500 ETF Trust	$33.4M	1.38%	Not reported	+13.8%	Q4 2023
PRCHPorch Group, Inc.	$29.2M	1.21%	3.28%	New	Q1 2026
AVGOBroadcom Inc.	$27.9M	1.16%	0.00%	+7.0%	Q1 2024
QQQInvesco QQQ Trust, Series 1	$27.7M	1.15%	Not reported	+19.3%	Q4 2023
IOTSamsara Inc.	$25.3M	1.05%	Not reported	-26.8%	Q2 2025
TEAMAtlassian Corp	$22.8M	0.94%	Not reported	-4.0%	Q4 2023
GLDSPDR Gold Trust	$19.8M	0.82%	0.01%	-24.9%	Q4 2023
BRK.BBerkshire Hathaway Inc	$18.8M	0.78%	Not reported	-1.9%	Q4 2023
LLYELI LILLY & Co	$18.2M	0.76%	0.00%	+1.0%	Q4 2023
VVisa Inc.	$17.5M	0.73%	0.00%	-1.5%	Q4 2023
JPMJPMorgan Chase & Co	$15.2M	0.63%	0.00%	+3.3%	Q4 2023
ANETArista Networks, Inc.	$14.1M	0.59%	0.01%	+27.3%	Q4 2023
COSTCostco Wholesale Corp	$12M	0.50%	0.00%	+1.2%	Q4 2023
TSMTaiwan Semiconductor Manufacturing Co Ltd	$11.9M	0.49%	0.00%	+10.7%	Q4 2023
TJXTJX Companies Inc	$11.7M	0.48%	0.01%	-4.9%	Q4 2023
NOWServiceNow, Inc.	$11.7M	0.48%	0.01%	+5.5%	Q4 2023
PWRQuanta Services, Inc.	$11M	0.46%	0.01%	+4.0%	Q3 2024
WMTWalmart Inc.	$10.4M	0.43%	0.00%	+5.9%	Q4 2023
PHParker-Hannifin Corp	$9.52M	0.39%	0.01%	-6.3%	Q4 2023
NFLXNetflix Inc	$9.19M	0.38%	0.00%	+3.5%	Q4 2023
UPSTUpstart Holdings, Inc.	$8.84M	0.37%	0.36%	+38.2%	Q2 2025
DASHDoorDash, Inc.	$8.83M	0.37%	Not reported	-28.0%	Q2 2025
BRK.ABerkshire Hathaway Inc	$8.62M	0.36%	Not reported	+20.0%	Q4 2024
ABBVAbbVie Inc.	$8.59M	0.36%	0.00%	-7.5%	Q4 2023
TMOThermo Fisher Scientific Inc.	$8.31M	0.34%	0.00%	+3.5%	Q4 2023
MAMastercard Inc	$7.81M	0.32%	0.00%	-3.4%	Q4 2023
ISRGIntuitive Surgical Inc	$7.74M	0.32%	0.00%	-4.0%	Q4 2023
EAGLEgl Inc	$7.59M	0.31%	Not reported	+16.6%	Q3 2025
CBChubb Ltd	$7.45M	0.31%	0.01%	-2.5%	Q4 2023
LRCXLam Research Corp	$7.44M	0.31%	0.00%	-3.9%	Q1 2024
XOMExxonMobil Holdings Corp	$7.38M	0.31%	0.00%	-2.1%	Q1 2024
CVXChevron Corp	$7.15M	0.30%	0.00%	-5.1%	Q4 2023
ETNEaton Corp plc	$7M	0.29%	0.01%	+8.8%	Q4 2023
CSCOCisco Systems, Inc.	$6.75M	0.28%	0.00%	+5.2%	Q4 2023
UBERUber Technologies, Inc	$6.73M	0.28%	0.00%	+25.3%	Q1 2025
BACBank of America Corp	$6.71M	0.28%	0.00%	+17.4%	Q4 2023
PANWPalo Alto Networks Inc	$6.32M	0.26%	0.00%	+7.6%	Q4 2023
TXNTexas Instruments Inc	$6.29M	0.26%	0.00%	-4.1%	Q4 2024
HDHome Depot, Inc.	$6.28M	0.26%	0.00%	-1.0%	Q4 2023
ICEIntercontinental Exchange, Inc.	$6.19M	0.26%	0.01%	-3.8%	Q2 2025

Q4 2025Reported Jan 30, 2026401 positions
TEMTempus AI, Inc.	$399M	14.66%	Not reported	New	Q4 2025
METAMeta Platforms, Inc.	$216M	7.92%	Not reported	-19.1%	Q4 2023
GOOGLAlphabet Inc.	$158M	5.79%	0.00%	-9.0%	Q4 2023
NVDANvidia Corp	$142M	5.23%	0.00%	-20.3%	Q4 2023
GOOGAlphabet Inc.	$117M	4.31%	Not reported	-17.3%	Q4 2023
AAPLApple Inc.	$94.5M	3.47%	0.00%	-24.8%	Q4 2023
MSFTMicrosoft Corp	$81.6M	3.00%	0.00%	-30.6%	Q4 2023
CRMSalesforce, Inc.	$73.8M	2.71%	0.03%	-4.7%	Q4 2023
TEAMAtlassian Corp	$56.3M	2.07%	Not reported	-2.8%	Q4 2023
AMZNAmazon Com Inc	$54.9M	2.01%	0.00%	-34.8%	Q4 2023
TSLATesla, Inc.	$48.1M	1.77%	0.00%	+147.9%	Q1 2024
IOTSamsara Inc.	$38.7M	1.42%	Not reported	+7.0%	Q2 2025
SPYSPDR S&P 500 ETF Trust	$30.8M	1.13%	Not reported	+26.6%	Q4 2023
AVGOBroadcom Inc.	$29.2M	1.07%	0.00%	-31.0%	Q1 2024
QQQInvesco QQQ Trust, Series 1	$24.7M	0.91%	Not reported	+5.2%	Q4 2023
GLDSPDR Gold Trust	$24.4M	0.89%	0.02%	+1.1%	Q4 2023
LLYELI LILLY & Co	$21.1M	0.78%	0.00%	-25.3%	Q4 2023
VVisa Inc.	$20.7M	0.76%	0.00%	-28.6%	Q4 2023
BRK.BBerkshire Hathaway Inc	$20.1M	0.74%	Not reported	-33.5%	Q4 2023
DASHDoorDash, Inc.	$18.5M	0.68%	Not reported	-7.7%	Q2 2025
CRCLCircle Internet Group, Inc.	$18.2M	0.67%	Not reported	New	Q4 2025
ABNBAirbnb, Inc.	$17.4M	0.64%	Not reported	-79.0%	Q4 2023
NOWServiceNow, Inc.	$16.2M	0.60%	0.01%	-7.6%	Q4 2023
JPMJPMorgan Chase & Co	$16.1M	0.59%	0.00%	-33.9%	Q4 2023
ANETArista Networks, Inc.	$11.9M	0.44%	0.01%	-5.6%	Q4 2023
TJXTJX Companies Inc	$11.8M	0.43%	0.01%	-12.5%	Q4 2023
UPSTUpstart Holdings, Inc.	$10.9M	0.40%	0.25%	+8.4%	Q2 2025
COSTCostco Wholesale Corp	$10.3M	0.38%	0.00%	-30.6%	Q4 2023
PHParker-Hannifin Corp	$9.98M	0.37%	0.01%	-14.6%	Q4 2023
ISRGIntuitive Surgical Inc	$9.91M	0.36%	0.00%	-12.5%	Q4 2023
ABBVAbbVie Inc.	$9.75M	0.36%	0.00%	-29.7%	Q4 2023
TSMTaiwan Semiconductor Manufacturing Co Ltd	$9.68M	0.36%	0.00%	+9.4%	Q4 2023
TMOThermo Fisher Scientific Inc.	$9.46M	0.35%	0.00%	-17.2%	Q4 2023
MAMastercard Inc	$9.23M	0.34%	0.00%	-35.8%	Q4 2023
HOODRobinhood Markets, Inc.	$9.13M	0.34%	0.03%	-1.2%	Q2 2025
RDDTReddit, Inc.	$8.87M	0.33%	Not reported	-1.8%	Q2 2025
WMTWalmart Inc.	$8.79M	0.32%	0.00%	-34.8%	Q4 2023
NFLXNetflix Inc	$8.66M	0.32%	0.00%	-33.2%	Q4 2023
PWRQuanta Services, Inc.	$8.14M	0.30%	0.01%	+1.8%	Q3 2024
BRK.ABerkshire Hathaway Inc	$7.55M	0.28%	Not reported	-33.3%	Q4 2024
CBChubb Ltd	$7.32M	0.27%	0.01%	-13.7%	Q4 2023
ORCLOracle Corp	$7.3M	0.27%	0.00%	-47.5%	Q4 2023
BKNGBooking Holdings Inc.	$7.27M	0.27%	0.00%	-22.5%	Q4 2023
SHOPShopify Inc.	$7.14M	0.26%	0.01%	-4.9%	Q2 2024
UNHUnitedhealth Group Inc	$6.95M	0.26%	0.00%	-29.6%	Q4 2023
EAGLEgl Inc	$6.95M	0.26%	Not reported	+26.3%	Q3 2025
PANWPalo Alto Networks Inc	$6.75M	0.25%	0.01%	-17.1%	Q4 2023
HDHome Depot, Inc.	$6.64M	0.24%	0.00%	-40.8%	Q4 2023
ICEIntercontinental Exchange, Inc.	$6.63M	0.24%	0.01%	-14.2%	Q2 2025
BACBank of America Corp	$6.45M	0.24%	0.00%	-26.1%	Q4 2023

Q3 2025Reported Nov 13, 2025721 positions
METAMeta Platforms, Inc.	$296M	9.75%	Not reported	+324.7%	Q4 2023
NVDANvidia Corp	$179M	5.88%	0.00%	+175.4%	Q4 2023
GOOGLAlphabet Inc.	$135M	4.43%	0.00%	+239.7%	Q4 2023
MSFTMicrosoft Corp	$126M	4.14%	0.00%	+104.8%	Q4 2023
AAPLApple Inc.	$118M	3.88%	0.00%	+102.3%	Q4 2023
GOOGAlphabet Inc.	$110M	3.62%	Not reported	+110.9%	Q4 2023
AMZNAmazon Com Inc	$80M	2.63%	0.00%	+159.3%	Q4 2023
ABNBAirbnb, Inc.	$74.4M	2.45%	Not reported	+3703.5%	Q4 2023
CRMSalesforce, Inc.	$69.2M	2.28%	0.03%	+29.2%	Q4 2023
TEAMAtlassian Corp	$57.1M	1.88%	Not reported	Not reported	Q4 2023
AVGOBroadcom Inc.	$40.3M	1.33%	0.00%	+138.9%	Q1 2024
IOTSamsara Inc.	$38M	1.25%	Not reported	+7334.6%	Q2 2025
BRK.BBerkshire Hathaway Inc	$30.3M	1.00%	Not reported	+181.4%	Q4 2023
VVisa Inc.	$28.2M	0.93%	0.00%	+106.4%	Q4 2023
DASHDoorDash, Inc.	$24.1M	0.79%	Not reported	+419.7%	Q2 2025
JPMJPMorgan Chase & Co	$23.9M	0.79%	0.00%	+58.3%	Q4 2023
SPYSPDR S&P 500 ETF Trust	$23.8M	0.78%	Not reported	+20.9%	Q4 2023
QQQInvesco QQQ Trust, Series 1	$22.9M	0.75%	Not reported	+129.7%	Q4 2023
GLDSPDR Gold Trust	$21.6M	0.71%	0.02%	+391.7%	Q4 2023
PSAPublic Storage	$21.1M	0.69%	0.04%	+191.9%	Q1 2024
NOWServiceNow, Inc.	$21.1M	0.69%	0.01%	+212.6%	Q4 2023
ORCLOracle Corp	$20.1M	0.66%	0.00%	+77.9%	Q4 2023
LLYELI LILLY & Co	$20.1M	0.66%	0.00%	+119.3%	Q4 2023
TSLATesla, Inc.	$19.2M	0.63%	0.00%	+157.2%	Q1 2024
NFLXNetflix Inc	$16.6M	0.55%	0.00%	+184.8%	Q4 2023
COSTCostco Wholesale Corp	$15.9M	0.52%	0.00%	+109.3%	Q4 2023
MAMastercard Inc	$14.3M	0.47%	0.00%	+66.9%	Q4 2023
ABBVAbbVie Inc.	$14.1M	0.46%	0.00%	+102.6%	Q4 2023
ANETArista Networks, Inc.	$14M	0.46%	0.01%	+56.9%	Q4 2023
HDHome Depot, Inc.	$13.2M	0.43%	0.00%	+112.3%	Q4 2023
TJXTJX Companies Inc	$12.7M	0.42%	0.01%	+59.8%	Q4 2023
WMTWalmart Inc.	$12.5M	0.41%	0.00%	+72.6%	Q4 2023
HOODRobinhood Markets, Inc.	$11.7M	0.38%	0.04%	+111.9%	Q2 2025
UPSTUpstart Holdings, Inc.	$11.7M	0.38%	0.24%	+1779.2%	Q2 2025
BRK.ABerkshire Hathaway Inc	$11.3M	0.37%	Not reported	+36.4%	Q4 2024
UNHUnitedhealth Group Inc	$10.3M	0.34%	0.00%	+69.9%	Q4 2023
PHParker-Hannifin Corp	$10.1M	0.33%	0.01%	+124.5%	Q4 2023
TXNTexas Instruments Inc	$9.94M	0.33%	0.01%	+69.9%	Q4 2024
XOMExxonMobil Holdings Corp	$9.71M	0.32%	0.00%	+97.0%	Q1 2024
TMOThermo Fisher Scientific Inc.	$9.57M	0.32%	0.01%	+100.3%	Q4 2023
BKNGBooking Holdings Inc.	$9.45M	0.31%	0.01%	+70.8%	Q4 2023
CVXChevron Corp	$9.34M	0.31%	0.00%	+126.0%	Q4 2023
JNJJohnson & Johnson	$9.32M	0.31%	0.00%	+121.1%	Q4 2023
CSCOCisco Systems, Inc.	$9.12M	0.30%	0.00%	+102.4%	Q4 2023
RDDTReddit, Inc.	$9.04M	0.30%	Not reported	-25.8%	Q2 2025
PANWPalo Alto Networks Inc	$9M	0.30%	0.01%	+152.7%	Q4 2023
ISRGIntuitive Surgical Inc	$8.94M	0.29%	0.01%	+123.6%	Q4 2023
ABTAbbott Laboratories	$8.93M	0.29%	0.00%	+144.3%	Q4 2023
PEPPepsico Inc	$8.72M	0.29%	0.00%	+69.3%	Q4 2023
UBERUber Technologies, Inc	$8.52M	0.28%	0.00%	+155.2%	Q1 2025

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