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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 10 of 11  ·  218 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 UNFI UNITED NAT FOODS INC Consumer Defensive 5,036.0 $230K 0.12% NEW $45.67 +3.0%
182 SBUX STARBUCKS CORP Consumer Cyclical 2,232.0 $228K 0.12% NEW $102.17 +4.7%
183 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 8,780.0 $228K 0.12% NEW $25.95 +10.4%
184 AIQ GLOBAL X FDS 3,469.0 $228K 0.12% NEW $65.62 -4.3%
185 ANRO ALTO NEUROSCIENCE INC Healthcare 8,565.0 $226K 0.12% NEW $26.39 +29.5%
186 CSX CSX CORP Industrials 4,673.0 $222K 0.12% NEW $47.53 +5.8%
187 FLDR FIDELITY MERRIMACK STR TR 4,416.0 $221K 0.12% NEW $50.11 -0.0%
188 FTSM FIRST TR EXCHANGE-TRADED FD 3,690.0 $220K 0.12% NEW $59.73 +0.2%
189 ISSC CALL INNOVATIVE SOLUTIONS & SUPPO Industrials 12,705.0 $219K 0.12% NEW $17.21 +44.0%
190 EPAM EPAM SYS INC Technology 2,741.0 $217K 0.11% NEW $79.35 +28.9%
191 GD GENERAL DYNAMICS CORP Industrials 608.0 $216K 0.11% NEW $354.48 +11.2%
192 WMB WILLIAMS COS INC Energy 2,894.0 $215K 0.11% NEW $74.35 +1.2%
193 TWLO TWILIO INC Communication Services 1,042.0 $215K 0.11% NEW $206.33 +12.6%
194 BKCH GLOBAL X FDS 2,857.0 $214K 0.11% NEW $74.86 -15.3%
195 ETHA ISHARES ETHEREUM TR Financial Services 17,705.0 $211K 0.11% NEW $11.89 +21.5%
196 REGN REGENERON PHARMACEUTICALS Healthcare 337.0 $210K 0.11% NEW $623.36 +31.2%
197 CI THE CIGNA GROUP Healthcare 762.0 $210K 0.11% NEW $275.62 +1.8%
198 SPHQ INVESCO EXCHANGE TRADED FD T 2,323.0 $209K 0.11% NEW $90.10 -3.6%
199 ARDX ARDELYX INC Healthcare 40,868.0 $208K 0.11% NEW $5.10 -23.4%
200 HD HOME DEPOT INC Consumer Cyclical 589.0 $208K 0.11% NEW $353.32 -4.0%
Page 10 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%