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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 6 of 11  ·  218 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 BAC BANK OF AMER CORP Financial Services 7,655.0 $436K 0.23% NEW $56.98 +12.7%
102 ATI ATI INC Industrials 2,115.0 $417K 0.22% NEW $197.10 +14.9%
103 MT ARCELORMITTAL SA LUXEMBOURG Basic Materials 6,780.0 $408K 0.21% NEW $60.22 +19.6%
104 XLU SELECT SECTOR SPDR TR 8,744.0 $396K 0.21% NEW $45.34 -2.9%
105 VZ VERIZON COMMUNICATIONS INC Communication Services 9,356.0 $396K 0.21% NEW $42.34 +14.6%
106 DIS DISNEY WALT CO Communication Services 4,097.0 $394K 0.21% NEW $96.23 +8.1%
107 VCSH VANGUARD SCOTTSDALE FDS 4,962.0 $392K 0.21% NEW $79.04 -0.5%
108 CIBR FIRST TR EXCHANGE-TRADED FD 4,323.0 $388K 0.20% NEW $89.85 +8.5%
109 FCX FREEPORT MCMORAN INC Basic Materials 6,103.0 $384K 0.20% NEW $62.89 +5.4%
110 RTX RTX CORPORATION Industrials 2,022.0 $384K 0.20% NEW $189.68 +18.9%
111 GOVT ISHARES TR 16,814.0 $383K 0.20% NEW $22.78 -1.4%
112 WLDN WILLDAN GROUP INC Industrials 4,842.0 $383K 0.20% NEW $79.10 +6.9%
113 SPHY SPDR SERIES TRUST 16,147.0 $378K 0.20% NEW $23.44 -0.7%
114 GRNY TIDAL TRUST I 13,505.0 $373K 0.20% NEW $27.65 +0.3%
115 XLI SELECT SECTOR SPDR TR 1,975.0 $366K 0.19% NEW $185.26 -0.9%
116 SLVP ISHARES INC 11,801.0 $364K 0.19% NEW $30.83 +16.7%
117 CIEN CIENA CORP Technology 740.0 $363K 0.19% NEW $490.67 -17.3%
118 PM PHILIP MORRIS INTL INC Consumer Defensive 1,977.0 $358K 0.19% NEW $180.95 +3.7%
119 SIL GLOBAL X FDS 4,609.0 $357K 0.19% NEW $77.46 +13.0%
120 SHY ISHARES TR 4,220.0 $346K 0.18% NEW $82.10 -0.1%
Page 6 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%