GK Wealth Management LLC

13F filer · CIK 0002069222

Reported Jul 7, 2026

Net buyer this quarter

13F portfolio value$190MU.S. long equity reported on 13F

Positions137124 new · 18 closed

Net flow last quarter+$61.4MBuys minus sells

Top 10 positions weight20.0%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 7, 2026137 positions
MUMicron Technology Inc	$6.5M	3.42%	0.00%	Not reported	Q3 2025
NVDANvidia Corp	$5.67M	2.97%	0.00%	+258.5%	Q4 2024
SLViShares Silver Trust	$4.56M	2.40%	0.02%	Not reported	Q4 2024
CRDOCredo Technology Group Holding Ltd	$4.42M	2.32%	0.01%	Not reported	Q2 2025
GOOGLAlphabet Inc.	$4.15M	2.18%	0.00%	+778.4%	Q4 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$3.35M	1.76%	0.00%	Not reported	Q4 2024
AAPLApple Inc.	$2.53M	1.33%	0.00%	-67.9%	Q4 2024
GOOGAlphabet Inc.	$2.39M	1.25%	Not reported	+530.5%	Q4 2024
IBITiShares Bitcoin Trust ETF	$2.23M	1.17%	0.00%	Not reported	Q4 2024
METAMeta Platforms, Inc.	$2.23M	1.17%	Not reported	+661.1%	Q4 2024
SPYSPDR S&P 500 ETF Trust	$1.59M	0.84%	Not reported	+433.6%	Q4 2024
CLSCelestica Inc	$1.53M	0.80%	0.00%	Not reported	Q4 2024
AMDAdvanced Micro Devices Inc	$1.42M	0.75%	0.00%	Not reported	Q4 2024
RDDTReddit, Inc.	$1.31M	0.69%	Not reported	Not reported	Q3 2025
FBTCFidelity Wise Origin Bitcoin Fund	$1.22M	0.64%	0.01%	Not reported	Q4 2024
SMHMarket Vectors ETF Trust	$1.18M	0.62%	Not reported	Not reported	Q1 2025
TTMITTM Technologies Inc	$1M	0.53%	0.01%	Not reported	Q4 2025
STRLSterling Infrastructure, Inc.	$957K	0.50%	0.00%	Not reported	Q2 2025
BABoeing Co	$920K	0.48%	0.00%	Not reported	Q4 2024
VVisa Inc.	$903K	0.47%	0.00%	Not reported	Q4 2024
AVGOBroadcom Inc.	$822K	0.43%	0.00%	Not reported	Q2 2025
BRK.BBerkshire Hathaway Inc	$759K	0.40%	Not reported	+65.6%	Q4 2024
ORCLOracle Corp	$704K	0.37%	0.00%	Not reported	Q4 2024
INCYIncyte Corp	$701K	0.37%	0.00%	Not reported	Q4 2025
NFLXNetflix Inc	$679K	0.36%	0.00%	-24.8%	Q4 2024
CDECoeur Mining, Inc.	$663K	0.35%	0.00%	Not reported	Q1 2025
MXLMaxlinear, Inc	$648K	0.34%	0.01%	New	Q2 2026
NEMNEWMONT Corp	$644K	0.34%	0.00%	Not reported	Q4 2025
OKTAOkta, Inc.	$639K	0.34%	Not reported	Not reported	Q4 2024
NBISNebius Group N.V.	$614K	0.32%	0.00%	New	Q2 2026
DALDelta Air Lines, Inc.	$613K	0.32%	0.00%	Not reported	Q4 2024
QQQInvesco QQQ Trust, Series 1	$610K	0.32%	Not reported	+22.0%	Q4 2024
JPMJPMorgan Chase & Co	$575K	0.30%	0.00%	+51.7%	Q4 2024
REMXRemedytemp Inc	$573K	0.30%	Not reported	New	Q2 2026
JDJD.com, Inc.	$564K	0.30%	0.00%	Not reported	Q4 2024
LITELumentum Holdings Inc.	$556K	0.29%	0.00%	New	Q2 2026
CVXChevron Corp	$546K	0.29%	0.00%	-15.3%	Q4 2024
SEZLSezzle Inc.	$531K	0.28%	0.01%	New	Q2 2026
USARUSA Rare Earth, Inc.	$531K	0.28%	0.01%	Not reported	Q4 2025
CNCCentene Corp	$515K	0.27%	0.00%	Not reported	Q2 2025
APPAppLovin Corp	$499K	0.26%	0.00%	Not reported	Q3 2025
DELLDell Technologies Inc.	$495K	0.26%	0.00%	Not reported	Q4 2024
SNDKSandisk Corp	$489K	0.26%	0.00%	New	Q2 2026
GMGeneral Motors Co	$487K	0.26%	0.00%	Not reported	Q4 2024
SNEXStoneX Group Inc.	$483K	0.25%	0.00%	New	Q2 2026
CSTMConstellium SE	$480K	0.25%	0.01%	New	Q2 2026
KBKB Financial Group Inc.	$469K	0.25%	0.00%	New	Q2 2026
GLDSPDR Gold Trust	$467K	0.25%	0.00%	Not reported	Q4 2024
CRMSalesforce, Inc.	$459K	0.24%	0.00%	Not reported	Q2 2025
VRTXVertex Pharmaceuticals Inc / Ma	$458K	0.24%	0.00%	Not reported	Q2 2025

Q1 2026Reported Apr 7, 202631 positions
AAPLApple Inc.	$6.7M	5.83%	0.00%	+220.1%	Q4 2024
DFAXGulf Resources, Inc.	$4.2M	3.65%	Not reported	New	Q1 2026
AMZNAmazon Com Inc	$1.52M	1.32%	0.00%	-71.7%	Q4 2024
NVDANvidia Corp	$1.3M	1.13%	0.00%	-58.4%	Q4 2024
NFLXNetflix Inc	$1.18M	1.02%	0.00%	+45.5%	Q4 2024
XOMExxonMobil Holdings Corp	$1.1M	0.95%	0.00%	New	Q1 2026
CVXChevron Corp	$820K	0.71%	0.00%	+22.2%	Q4 2024
SBRSabine Royalty Trust	$798K	0.69%	Not reported	New	Q1 2026
MELIMercadolibre Inc	$675K	0.59%	0.00%	New	Q1 2026
NKXNuveen California Amt-Free Quality Municipal Income Fund	$635K	0.55%	Not reported	New	Q1 2026
JNJJohnson & Johnson	$586K	0.51%	0.00%	+78.9%	Q1 2025
CSCOCisco Systems, Inc.	$549K	0.48%	0.00%	Not reported	Q4 2024
MDYSPDR S&P Midcap 400 ETF Trust	$501K	0.44%	Not reported	New	Q1 2026
ANETArista Networks, Inc.	$462K	0.40%	0.00%	New	Q1 2026
CCJCameco Corp	$437K	0.38%	0.00%	New	Q1 2026
BRK.BBerkshire Hathaway Inc	$435K	0.38%	Not reported	-40.9%	Q4 2024
MSFTMicrosoft Corp	$405K	0.35%	0.00%	-82.5%	Q4 2024
QQQInvesco QQQ Trust, Series 1	$378K	0.33%	Not reported	-9.6%	Q4 2024
GOOGLAlphabet Inc.	$361K	0.31%	0.00%	-89.3%	Q4 2024
GEGeneral Electric Co	$350K	0.30%	0.00%	New	Q1 2026
JPMJPMorgan Chase & Co	$328K	0.29%	0.00%	-20.4%	Q4 2024
GOOGAlphabet Inc.	$293K	0.25%	Not reported	-85.0%	Q4 2024
METAMeta Platforms, Inc.	$278K	0.24%	Not reported	-84.3%	Q4 2024
TSLATesla, Inc.	$265K	0.23%	0.00%	Not reported	Q4 2024
SPYSPDR S&P 500 ETF Trust	$252K	0.22%	Not reported	-80.2%	Q4 2024
GEVGE Vernova Inc.	$245K	0.21%	0.00%	New	Q1 2026
MAMastercard Inc	$245K	0.21%	0.00%	Not reported	Q4 2024
ETEnergy Transfer LP	$196K	0.17%	0.00%	New	Q1 2026
GNTGAMCO Natural Resources, Gold & Income Trust	$133K	0.12%	Not reported	New	Q1 2026
SJTSan Juan Basin Royalty Trust	$101K	0.09%	Not reported	New	Q1 2026
LOANManhattan Bridge Capital, Inc	$86.8K	0.08%	0.76%	New	Q1 2026
Q4 2025Reported Jan 5, 2026121 positions
AMZNAmazon Com Inc	$6.19M	4.10%	0.00%	+4.8%	Q4 2024
SLViShares Silver Trust	$4.78M	3.17%	0.01%	+4.6%	Q4 2024
GOOGLAlphabet Inc.	$3.85M	2.55%	0.00%	-10.4%	Q4 2024
NVDANvidia Corp	$3.54M	2.35%	0.00%	+1.3%	Q4 2024
MSFTMicrosoft Corp	$3.12M	2.07%	0.00%	+2.0%	Q4 2024
AAPLApple Inc.	$2.31M	1.53%	0.00%	+1.1%	Q4 2024
GOOGAlphabet Inc.	$2.24M	1.49%	Not reported	+94.9%	Q4 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$2.23M	1.48%	0.00%	+8.4%	Q4 2024
METAMeta Platforms, Inc.	$2.18M	1.45%	Not reported	+10.2%	Q4 2024
RDDTReddit, Inc.	$1.7M	1.13%	Not reported	-2.1%	Q3 2025
FBTCFidelity Wise Origin Bitcoin Fund	$1.65M	1.09%	0.01%	+2.4%	Q4 2024
SPYSPDR S&P 500 ETF Trust	$1.37M	0.91%	Not reported	+1.7%	Q4 2024
CLSCelestica Inc	$1.26M	0.84%	0.00%	-27.8%	Q4 2024
MUMicron Technology Inc	$1.1M	0.73%	0.00%	+44.5%	Q3 2025
CRDOCredo Technology Group Holding Ltd	$1.01M	0.67%	0.00%	+4.1%	Q2 2025
BABoeing Co	$941K	0.62%	0.00%	-1.0%	Q4 2024
VVisa Inc.	$918K	0.61%	0.00%	-3.3%	Q4 2024
DALDelta Air Lines, Inc.	$900K	0.60%	0.00%	-2.4%	Q4 2024
ORCLOracle Corp	$890K	0.59%	0.00%	+16.0%	Q4 2024
VISNVistance Networks, Inc.	$840K	0.56%	0.02%	+6.9%	Q2 2025
NFLXNetflix Inc	$815K	0.54%	0.00%	-5.9%	Q4 2024
BRK.BBerkshire Hathaway Inc	$779K	0.52%	Not reported	+1.0%	Q4 2024
BITWBitwise 10 Crypto Index ETF	$761K	0.50%	0.07%	New	Q4 2025
BBarrick Mining Corp	$708K	0.47%	0.00%	-18.9%	Q3 2025
SKYWSkywest Inc	$685K	0.45%	0.02%	+3.7%	Q4 2024
SMHMarket Vectors ETF Trust	$674K	0.45%	Not reported	-1.1%	Q1 2025
JDJD.com, Inc.	$643K	0.43%	0.00%	-3.3%	Q4 2024
QCOMQualcomm Inc	$638K	0.42%	0.00%	+0.1%	Q4 2024
AGXArgan Inc	$618K	0.41%	0.01%	-7.5%	Q3 2025
PSIXPower Solutions International, Inc.	$556K	0.37%	0.04%	+41.5%	Q2 2025
CRMSalesforce, Inc.	$515K	0.34%	0.00%	+73.4%	Q2 2025
AVGOBroadcom Inc.	$510K	0.34%	0.00%	-0.8%	Q2 2025
DISWalt Disney Co	$502K	0.33%	0.00%	-3.5%	Q4 2024
WFCWells Fargo & Company	$498K	0.33%	0.00%	-7.1%	Q4 2024
UBERUber Technologies, Inc	$498K	0.33%	0.00%	+4.6%	Q1 2025
CVXChevron Corp	$486K	0.32%	0.00%	-5.2%	Q4 2024
OKTAOkta, Inc.	$471K	0.31%	Not reported	+4.2%	Q4 2024
JPMJPMorgan Chase & Co	$468K	0.31%	0.00%	-9.8%	Q4 2024
QQQInvesco QQQ Trust, Series 1	$461K	0.31%	Not reported	+9.7%	Q4 2024
SHOPShopify Inc.	$450K	0.30%	0.00%	-7.4%	Q4 2024
GLDSPDR Gold Trust	$446K	0.30%	0.00%	-1.2%	Q4 2024
ARQTArcutis Biotherapeutics, Inc.	$435K	0.29%	0.01%	-14.8%	Q1 2025
ARDXArdelyx, Inc.	$435K	0.29%	0.03%	New	Q4 2025
GFIGold Fields Ltd	$430K	0.29%	0.00%	+44.5%	Q3 2025
CCLCarnival Corp Ltd.	$426K	0.28%	0.00%	-30.2%	Q4 2024
VZVerizon Communications Inc	$426K	0.28%	0.00%	+2.6%	Q4 2024
STRLSterling Infrastructure, Inc.	$419K	0.28%	0.00%	+3.9%	Q2 2025
BTCGrayscale Bitcoin Mini Trust ETF	$397K	0.26%	0.01%	+10.3%	Q4 2024
TTMITTM Technologies Inc	$370K	0.25%	0.01%	New	Q4 2025
BACBank of America Corp	$366K	0.24%	0.00%	+6.5%	Q4 2024

Q3 2025Reported Nov 6, 2025112 positions
LACLithium Americas Corp.	$7.55M	5.53%	0.55%	Not reported	Q4 2024
AMZNAmazon Com Inc	$5.62M	4.11%	0.00%	+0.5%	Q4 2024
TSLATesla, Inc.	$5.59M	4.09%	0.00%	Not reported	Q4 2024
NVDANvidia Corp	$3.5M	2.56%	0.00%	+4.5%	Q4 2024
GOOGLAlphabet Inc.	$3.34M	2.44%	0.00%	-5.9%	Q4 2024
MSFTMicrosoft Corp	$3.27M	2.39%	0.00%	-1.8%	Q4 2024
SLViShares Silver Trust	$3M	2.20%	0.01%	+9.2%	Q4 2024
METAMeta Platforms, Inc.	$2.2M	1.61%	Not reported	-0.1%	Q4 2024
AAPLApple Inc.	$2.14M	1.56%	0.00%	-6.8%	Q4 2024
FBTCFidelity Wise Origin Bitcoin Fund	$2.11M	1.54%	0.01%	+1.6%	Q4 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.89M	1.39%	0.00%	+16.0%	Q4 2024
RDDTReddit, Inc.	$1.74M	1.27%	Not reported	New	Q3 2025
CLSCelestica Inc	$1.46M	1.07%	0.01%	+3.5%	Q4 2024
SPYSPDR S&P 500 ETF Trust	$1.32M	0.97%	Not reported	+43.8%	Q4 2024
NFLXNetflix Inc	$1.11M	0.81%	0.00%	+4.4%	Q4 2024
ORCLOracle Corp	$1.11M	0.81%	0.00%	-26.1%	Q4 2024
CRDOCredo Technology Group Holding Ltd	$982K	0.72%	0.00%	-20.6%	Q2 2025
BABoeing Co	$945K	0.69%	0.00%	-5.1%	Q4 2024
VVisa Inc.	$924K	0.68%	0.00%	-18.3%	Q4 2024
GOOGAlphabet Inc.	$893K	0.65%	Not reported	-15.6%	Q4 2024
JDJD.com, Inc.	$811K	0.59%	0.00%	-3.0%	Q4 2024
BRK.BBerkshire Hathaway Inc	$771K	0.56%	Not reported	+10.2%	Q4 2024
DALDelta Air Lines, Inc.	$755K	0.55%	0.00%	-4.8%	Q4 2024
PSIXPower Solutions International, Inc.	$676K	0.49%	0.03%	+35.3%	Q2 2025
VISNVistance Networks, Inc.	$671K	0.49%	0.02%	+98.6%	Q2 2025
SKYWSkywest Inc	$661K	0.48%	0.02%	+27.5%	Q4 2024
BBarrick Mining Corp	$656K	0.48%	0.00%	New	Q3 2025
QCOMQualcomm Inc	$620K	0.45%	0.00%	-6.1%	Q4 2024
SMHMarket Vectors ETF Trust	$617K	0.45%	Not reported	+0.1%	Q1 2025
CCLCarnival Corp Ltd.	$578K	0.42%	0.00%	+8.0%	Q4 2024
AGXArgan Inc	$576K	0.42%	0.02%	New	Q3 2025
UBERUber Technologies, Inc	$570K	0.42%	0.00%	+16.3%	Q1 2025
LUMNLumen Technologies, Inc.	$565K	0.41%	0.01%	Not reported	Q4 2024
DISWalt Disney Co	$524K	0.38%	0.00%	+1.3%	Q4 2024
CVXChevron Corp	$522K	0.38%	0.00%	-1.3%	Q4 2024
JPMJPMorgan Chase & Co	$508K	0.37%	0.00%	+7.5%	Q4 2024
AVGOBroadcom Inc.	$490K	0.36%	0.00%	+7.7%	Q2 2025
WFCWells Fargo & Company	$482K	0.35%	0.00%	+10.6%	Q4 2024
OKTAOkta, Inc.	$480K	0.35%	Not reported	+5.1%	Q4 2024
BTCGrayscale Bitcoin Mini Trust ETF	$471K	0.34%	0.01%	+50.3%	Q4 2024
BITBBitwise Bitcoin ETF	$452K	0.33%	0.01%	-0.7%	Q4 2024
VZVerizon Communications Inc	$448K	0.33%	0.00%	+2.0%	Q4 2024
SHOPShopify Inc.	$448K	0.33%	0.00%	-36.7%	Q4 2024
STRLSterling Infrastructure, Inc.	$447K	0.33%	0.00%	+51.4%	Q2 2025
MUMicron Technology Inc	$445K	0.33%	0.00%	New	Q3 2025
QQQInvesco QQQ Trust, Series 1	$411K	0.30%	Not reported	+16.7%	Q4 2024
GLDSPDR Gold Trust	$405K	0.30%	0.00%	+9.7%	Q4 2024
PYPLPayPal Holdings, Inc.	$374K	0.27%	0.00%	+11.4%	Q2 2025
RTXRTX Corp	$370K	0.27%	0.00%	-11.3%	Q4 2024
APPAppLovin Corp	$362K	0.26%	0.00%	New	Q3 2025

Premium opens every quarter this fund has filed