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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 7 of 11  ·  218 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 LOW LOWES COS INC Consumer Cyclical 1,570.0 $346K 0.18% NEW $220.49 -2.2%
122 COHR COHERENT CORP Technology 859.0 $339K 0.18% NEW $394.47 -22.3%
123 GFI GOLD FIELDS LTD Basic Materials 10,053.0 $338K 0.18% NEW $33.59 +21.8%
124 BCS BARCLAYS PLC Financial Services 12,559.0 $337K 0.18% NEW $26.86 +1.9%
125 DXJ WISDOMTREE TR 1,940.0 $337K 0.18% NEW $173.52 +2.4%
126 QTUM ETF SER SOLUTIONS 2,000.0 $331K 0.17% NEW $165.39 -8.0%
127 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 352.0 $329K 0.17% NEW $936.02 +2.7%
128 VO VANGUARD INDEX FDS 4,075.0 $328K 0.17% NEW $80.57 +3.1%
129 LUMN LUMEN TECHNOLOGIES INC Communication Services 42,647.0 $328K 0.17% NEW $7.68 -20.2%
130 NEXA NEXA RES S A Basic Materials 26,716.0 $327K 0.17% NEW $12.24 +10.2%
131 PARR PAR PAC HOLDINGS INC Energy 5,656.0 $317K 0.17% NEW $56.08 +43.6%
132 TIGO MILLICOM INTL CELLULAR S A Communication Services 3,487.0 $316K 0.17% NEW $90.76 -3.9%
133 SPMB SPDR SERIES TRUST 14,171.0 $316K 0.17% NEW $22.31 -1.5%
134 BMY BRISTOL-MYERS SQUIBB CO Healthcare 5,429.0 $313K 0.16% NEW $57.62 +14.6%
135 PLTM GRANITESHARES PLATINUM TR Financial Services 20,797.0 $311K 0.16% NEW $14.94 +10.2%
136 VTV VANGUARD INDEX FDS 1,421.0 $310K 0.16% NEW $217.87 +3.9%
137 ZECP ZACKS TRUST 8,194.0 $309K 0.16% NEW $37.74 +1.6%
138 XLE SELECT SECTOR SPDR TR 5,819.0 $309K 0.16% NEW $53.11 +19.9%
139 SHOP SHOPIFY INC Technology 2,693.0 $307K 0.16% NEW $114.18 +28.4%
140 CVS CVS HEALTH CORP Healthcare 2,964.0 $307K 0.16% NEW $103.46 -8.3%
Page 7 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%