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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 5 of 11  ·  218 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ISHARES TR 10,323.0 $512K 0.27% NEW $49.55
82 UBER CALL UBER TECHNOLOGIES INC Technology 8,036.0 $501K 0.26% NEW $62.37 +22.8%
83 APP APPLOVIN CORP Technology 969.0 $499K 0.26% NEW $515.23 -39.5%
84 DELL DELL TECHNOLOGIES INC Technology 1,148.0 $495K 0.26% NEW $431.34 +6.7%
85 JBBB JANUS DETROIT STR TR 10,423.0 $494K 0.26% NEW $47.36 +0.1%
86 SNDK SANDISK CORP Technology 215.0 $489K 0.26% NEW $2273.73 -28.7%
87 EWZ ISHARES INC 14,147.0 $488K 0.26% NEW $34.50 -2.0%
88 GM GENERAL MTRS CO Consumer Cyclical 6,321.0 $487K 0.26% NEW $77.07 +8.7%
89 TMFC RBB FD INC 6,344.0 $483K 0.25% NEW $76.16 +4.0%
90 SNEX STONEX GROUP INC Financial Services 4,076.0 $483K 0.25% NEW $118.50 -44.3%
91 CSTM CONSTELLIUM SE Basic Materials 15,056.0 $480K 0.25% NEW $31.87 -12.1%
92 KB KB FINL GROUP INC Financial Services 4,469.0 $469K 0.25% NEW $104.96 +12.0%
93 GLD SPDR GOLD TR Financial Services 1,267.0 $467K 0.24% NEW $368.38 +8.6%
94 CRM SALESFORCE INC Technology 2,932.0 $459K 0.24% NEW $156.67 +26.3%
95 VRTX VERTEX PHARMACEUTICALS INC Healthcare 922.0 $458K 0.24% NEW $496.73 +7.2%
96 FNDF SCHWAB STRATEGIC TR 8,666.0 $457K 0.24% NEW $52.76 +4.2%
97 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 471.0 $455K 0.24% NEW $965.03 -5.3%
98 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 4,720.0 $454K 0.24% NEW $96.12 -50.7%
99 WFC WELLS FARGO & CO Financial Services 5,323.0 $440K 0.23% NEW $82.62 +5.2%
100 AIFD TCW ETF TRUST 7,884.0 $437K 0.23% NEW $55.43 -5.9%
Page 5 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%