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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 3 of 12  ·  234 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 URA GLOBAL X FDS 24,893.0 $1.1M 0.57% NEW $43.70 +3.5%
42 B CALL BARRICK MNG CORP Basic Materials 31,307.0 $1.1M 0.56% NEW $34.28 +24.0%
43 PVAL PUTNAM ETF TRUST 20,720.0 $1.1M 0.55% NEW $50.95 +6.4%
44 JGRO J P MORGAN EXCHANGE TRADED F 10,644.0 $1.0M 0.55% NEW $98.59 -1.6%
45 VTI VANGUARD INDEX FDS 2,766.0 $1.0M 0.54% NEW $370.00 +3.3%
46 GRID FIRST TR EXCHANGE-TRADED FD 5,263.0 $1.0M 0.53% NEW $191.74 -1.3%
47 TTMI TTM TECHNOLOGIES INC Technology 5,354.0 $1.0M 0.53% NEW $187.02 -24.6%
48 STRL STERLING INFRASTRUCTURE INC Industrials 1,140.0 $957K 0.50% NEW $839.36 -28.1%
49 BA BOEING CO Industrials 4,251.0 $920K 0.48% NEW $216.47 +4.4%
50 GVIP GOLDMAN SACHS ETF TR 4,836.0 $913K 0.48% NEW $188.71 -5.4%
51 AGGH SIMPLIFY EXCHANGE TRADED FUN 44,862.0 $905K 0.47% NEW $20.17 -1.7%
52 V VISA INC Financial Services 2,631.0 $903K 0.47% NEW $343.11 +4.6%
53 GDX VANECK ETF TRUST 11,820.0 $892K 0.47% NEW $75.45 +21.7%
54 VEA VANGUARD TAX-MANAGED FDS 12,220.0 $871K 0.46% -129K -91.3% $71.25 +3.4%
55 VUG VANGUARD INDEX FDS 10,096.0 $870K 0.46% NEW $86.14 +3.2%
56 SMIZ ZACKS TRUST 19,312.0 $862K 0.45% NEW $44.62 -0.8%
57 PWRD TCW ETF TRUST 6,946.0 $854K 0.45% NEW $122.94 -6.8%
58 AVGO BROADCOM INC Technology 2,175.0 $822K 0.43% NEW $377.84 +3.9%
59 RDVY FIRST TR EXCHANGE TRADED FD 9,809.0 $795K 0.42% NEW $81.06 +2.9%
60 SGOV ISHARES TR 7,806.0 $786K 0.41% NEW $100.69 -0.1%
Page 3 of 12  ·  234 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%