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Portfolio (Quarterly) Guide ↗

GK Wealth Management LLC

· CIK 0002069222
13F Portfolio $190M AUM 234 positions Filed Jul 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 218 New 8 Added 8 Reduced 35 Exited
Page 1 of 11  ·  218 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AMZN CALL AMAZON COM INC Consumer Cyclical 32,340.0 $7.6M 3.98% NEW $234.66 +11.4%
2 MU MICRON TECHNOLOGY INC Technology 5,635.0 $6.5M 3.42% NEW $1154.36 -12.4%
3 TSLA CALL TESLA INC Consumer Cyclical 15,357.0 $6.4M 3.37% NEW $417.62 -18.8%
4 CALL LITHIUM AMERS CORP NEW 1,427,275.0 $5.2M 2.73% NEW $3.64
5 SLV ISHARES SILVER TR Financial Services 85,355.0 $4.6M 2.40% NEW $53.47 +11.4%
6 J P MORGAN EXCHANGE TRADED F 87,882.0 $4.4M 2.33% NEW $50.57
7 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 16,249.0 $4.4M 2.32% NEW $271.95 +4.0%
8 BIL SPDR SERIES TRUST 47,906.0 $4.4M 2.31% NEW $91.64 -0.1%
9 QQQM INVESCO EXCH TRADED FD TR II 12,440.0 $3.8M 1.98% NEW $302.97 -0.8%
10 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 7,015.0 $3.4M 1.76% NEW $477.57 -9.8%
11 JAAA JANUS DETROIT STR TR 64,808.0 $3.3M 1.72% NEW $50.49 +0.2%
12 BOXX EA SERIES TRUST 27,855.0 $3.3M 1.71% NEW $117.09 +0.7%
13 MSFT CALL MICROSOFT CORP Technology 8,714.0 $3.1M 1.65% NEW $360.63 +33.2%
14 VIG VANGUARD SPECIALIZED FUNDS 9,808.0 $2.3M 1.22% NEW $236.62 +3.3%
15 IBIT ISHARES BITCOIN TRUST ETF Financial Services 66,935.0 $2.2M 1.17% NEW $33.29 +9.4%
16 SPEM SPDR INDEX SHS FDS 40,318.0 $2.1M 1.10% NEW $51.78 +1.3%
17 BUCK SIMPLIFY EXCHANGE TRADED FUN 79,699.0 $1.9M 0.98% NEW $23.42 +0.0%
18 SPYM SPDR SERIES TRUST 21,019.0 $1.8M 0.97% NEW $87.88 +3.5%
19 COPX GLOBAL X FDS 21,083.0 $1.6M 0.85% NEW $76.97 +13.5%
20 SCHF SCHWAB STRATEGIC TR 58,545.0 $1.6M 0.85% NEW $27.70 +3.0%
Page 1 of 11  ·  218 positions

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 42.2%
Financial Services 19.5%
Communication Services 14.5%
Industrials 6.4%
Basic Materials 5.9%
Healthcare 5.3%
Consumer Cyclical 2.2%
Consumer Defensive 1.9%
Energy 1.4%
Utilities 0.4%