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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 9 of 11  ·  218 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 LLY ELI LILLY & CO Healthcare 217.0 $261K 0.14% NEW $1204.43 +1.8%
162 CAT CATERPILLAR INC Industrials 245.0 $261K 0.14% NEW $1065.13 -21.1%
163 KGC KINROSS GOLD CORP Basic Materials 11,032.0 $261K 0.14% NEW $23.62 +14.8%
164 AMT AMERICAN TOWER CORP Real Estate 1,590.0 $260K 0.14% NEW $163.51 +5.4%
165 QUIZ ZACKS TRUST 8,803.0 $257K 0.14% NEW $29.22 +1.5%
166 NLR VANECK ETF TRUST 2,166.0 $251K 0.13% NEW $116.01 -1.3%
167 CRWD CROWDSTRIKE HLDGS INC Technology 328.0 $250K 0.13% NEW $190.79 +11.6%
168 AIRR FIRST TR EXCHANGE TRADED FD 1,873.0 $250K 0.13% NEW $133.28 -9.8%
169 TLT ISHARES TR 2,877.0 $249K 0.13% NEW $86.43 -5.5%
170 SPTL SPDR SERIES TRUST 9,446.0 $248K 0.13% NEW $26.23 -4.8%
171 FN FABRINET Technology 431.0 $242K 0.13% NEW $562.08 -14.1%
172 MS MORGAN STANLEY Financial Services 1,154.0 $241K 0.13% NEW $208.91 +4.2%
173 AIG AMERICAN INTL GROUP INC Financial Services 3,206.0 $239K 0.12% NEW $74.54 +2.1%
174 ADSK AUTODESK INC Technology 1,229.0 $239K 0.12% NEW $194.42 +26.9%
175 VISN VISTANCE NETWORKS INC Technology 18,645.0 $238K 0.12% NEW $12.78 -11.0%
176 QCOM QUALCOMM INC Technology 1,286.0 $238K 0.12% NEW $184.81 -13.3%
177 IEMG ISHARES INC 2,868.0 $238K 0.12% NEW $82.84 -3.9%
178 DY DYCOM INDS INC Industrials 468.0 $237K 0.12% NEW $505.59 -18.0%
179 CW CURTISS WRIGHT CORP Industrials 310.0 $235K 0.12% NEW $757.06 -8.1%
180 SPYG SPDR SERIES TRUST 1,953.0 $232K 0.12% NEW $118.97 +1.6%
Page 9 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%