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Portfolio (Quarterly) Guide ↗

GK Wealth Management LLC

· CIK 0002069222
13F Portfolio $115M AUM 51 positions Filed Apr 7, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 36 New 5 Added 10 Reduced 181 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AMZN AMAZON COM INC Consumer Cyclical 7,578.0 $1.5M 1.32% -19K -71.7% $200.96 +31.8%
2 NVDA NVIDIA CORPORATION Technology 7,899.0 $1.3M 1.14% -11K -58.4% $165.17 +36.4%
3 BERKSHIRE HATHAWAY INC DEL 916.0 $435K 0.38% -633.0 -40.9% $474.66
4 MSFT MICROSOFT CORP Technology 1,129.0 $405K 0.35% -5K -82.5% $359.09 +17.5%
5 QQQ INVESCO QQQ TR Financial Services 678.0 $378K 0.33% -72.0 -9.6% $557.88 +26.5%
6 GOOGL ALPHABET INC Communication Services 1,321.0 $361K 0.31% -11K -89.3% $273.50 +45.1%
7 JPM JPMORGAN CHASE & CO Financial Services 1,157.0 $328K 0.29% -296.0 -20.4% $283.68 +5.0%
8 GOOG ALPHABET INC Communication Services 1,072.0 $293K 0.26% -6K -85.0% $273.14 +44.0%
9 META META PLATFORMS INC Communication Services 519.0 $278K 0.24% -3K -84.3% $536.39 +14.5%
10 SPY STATE STR SPDR S&P 500 ETF T Financial Services 399.0 $252K 0.22% -2K -80.2% $632.52 +16.8%

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 44.5%
Energy 16.3%
Financial Services 11.7%
Consumer Cyclical 11.6%
Communication Services 10.0%
Healthcare 2.8%
Industrials 1.7%
Utilities 1.2%
Real Estate 0.4%