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Portfolio (Quarterly) Guide ↗

GC Wealth Management RIA, LLC

· CIK 0002011169
13F Portfolio $3.0B AUM Filed Nov 13, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 848 New
Page 31 of 43  ·  848 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 BBY BEST BUY INC Consumer Cyclical 5,778.0 $437K 0.01% NEW — $75.62 +18.9%
602 WAB WABTEC Industrials 2,177.0 $436K 0.01% NEW — $200.47 +45.9%
603 ROST ROSS STORES INC Consumer Cyclical 2,863.0 $436K 0.01% NEW — $152.39 +55.6%
604 IWO ISHARES TR — 1,363.0 $436K 0.01% NEW — $320.04 +12.0%
605 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 5,782.0 $434K 0.01% NEW — $75.10 -11.1%
606 VGIT VANGUARD SCOTTSDALE FDS — 7,108.0 $427K 0.01% NEW — $60.03 -5.5%
607 OPEN OPENDOOR TECHNOLOGIES INC Real Estate 53,429.0 $426K 0.01% NEW — $7.97 -69.5%
608 TMDX TRANSMEDICS GROUP INC Healthcare 3,794.0 $426K 0.01% NEW — $112.20 -26.3%
609 SCHP SCHWAB STRATEGIC TR — 15,718.0 $424K 0.01% NEW — $26.95 -6.6%
610 NWPX NWPX INFRASTRUCTURE INC Industrials 8,000.0 $423K 0.01% NEW — $52.93 +94.8%
611 FE FIRSTENERGY CORP Utilities 9,239.0 $423K 0.01% NEW — $45.82 -6.1%
612 KEY KEYCORP Financial Services 22,349.0 $418K 0.01% NEW — $18.69 +9.1%
613 VTRS VIATRIS INC Healthcare 42,157.0 $417K 0.01% NEW — $9.90 +84.5%
614 YETI YETI HLDGS INC Consumer Cyclical 12,379.0 $411K 0.01% NEW — $33.18 +30.6%
615 AER AERCAP HOLDINGS NV Industrials 3,377.0 $409K 0.01% NEW — $121.00 +21.1%
616 EL LAUDER ESTEE COS INC Consumer Defensive 4,633.0 $408K 0.01% NEW — $88.12 +8.5%
617 REGCO REGENCY CTRS CORP — 5,595.0 $408K 0.01% NEW — $72.90 —
618 CGNX COGNEX CORP Technology 8,895.0 $403K 0.01% NEW — $45.30 +29.7%
619 ODFL OLD DOMINION FREIGHT LINE IN Industrials 2,856.0 $402K 0.01% NEW — $140.78 +25.6%
620 DLTR DOLLAR TREE INC Consumer Defensive 4,246.0 $401K 0.01% NEW — $94.37 +22.9%
Page 31 of 43  ·  848 positions

① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 35.9%
Communication Services 20.1%
Financial Services 11.7%
Consumer Cyclical 10.6%
Healthcare 6.5%
Industrials 5.3%
Real Estate 3.0%
Consumer Defensive 3.0%
Energy 1.6%
Utilities 1.1%